With over two decades of dedicated experience in investment, Allka Research has been a guiding force for individuals seeking lucrative opportunities. Its conservative approach sets it apart, consistently unearthing undervalued assets within the realms of ETFs, commodities, technology, and pharmaceutical companies.Allka Research's journey in the investment landscape is marked by a commitment to delivering substantial returns and strategic insights to its clients. In a world filled with complexities, Allka Re ...

Core Insights - Allka Research has over two decades of experience in investment, focusing on uncovering undervalued assets in ETFs, commodities, technology, and pharmaceutical sectors [1] - The company emphasizes a conservative investment approach, aiming to deliver substantial returns and strategic insights to clients [1] - Allka Research is committed to simplifying investment strategies, making them accessible to both seasoned and novice investors [1] Company Mission - The mission of Allka Research is to empower individuals financially by sharing knowledge and insights through the Seeking Alpha platform [1] - The company aims to provide thought-provoking analyses and informed perspectives to foster a community of informed investors [1] - Allka Research seeks to demystify investing, inspiring confidence in readers to navigate the financial markets intelligently [1]

the assets that I believe to be 20x undervalued have went down by 20% in the short-terminstead of being happy for the discount, I should use this time to panic and sell everything ...

Core Insights - The Marketplace service, Hidden Dividend Stocks Plus, targets undercovered and undervalued income vehicles with high dividend yields [1] - The service identifies income opportunities with dividend yields between 6% to over 10%, supported by strong earnings [1] - A recent position was closed in October 2025, achieving a total return of 27% since inception [1] Summary by Category - **Investment Focus** - The service emphasizes finding solid income opportunities in both US and global markets [1] - It specializes in high yield situations that are often overlooked [1] - **Dividend Yields** - The targeted dividend yields range from 6% to more than 10% [1] - These yields are backed by robust earnings, indicating a focus on financial stability [1] - **Performance** - A position was successfully closed in October 2025, resulting in a total return of 27% from the start of the investment [1]

Valuation - The industry identifies at least 3 assets that are approximately 10x undervalued [1]

Core Insights - Allka Research has over two decades of experience in investment, focusing on uncovering undervalued assets in various sectors including ETFs, commodities, technology, and pharmaceuticals [1] - The company emphasizes a conservative investment approach, aiming to deliver substantial returns and strategic insights to clients [1] - Allka Research is committed to simplifying investment strategies, making them accessible to both seasoned and novice investors [1] Company Mission - The mission of Allka Research is to empower individuals financially by sharing knowledge and insights through platforms like Seeking Alpha [1] - The company aims to provide thought-provoking analyses and informed perspectives to foster a community of informed investors [1] - Allka Research seeks to demystify investing, inspiring confidence in readers to navigate the financial markets intelligently [1]

Core Insights - Allka Research has over two decades of experience in investment, focusing on identifying undervalued assets in ETFs, commodities, technology, and pharmaceutical sectors [1] - The company emphasizes a conservative investment approach, aiming to deliver substantial returns and strategic insights to clients [1] - Allka Research is committed to simplifying investment strategies, making them accessible to both seasoned and novice investors [1] - The mission of Allka Research includes sharing knowledge and analyses through Seeking Alpha, fostering a community of informed investors [1] Company Overview - Allka Research is dedicated to empowering individuals financially and aims to demystify the complexities of investing [1] - The company seeks to inspire confidence in its readers, enabling them to navigate the financial markets intelligently [1] - Allka Research's contributions to the Seeking Alpha community are focused on providing thought-provoking analyses and informed perspectives [1]

Core Insights - Billionaire hedge fund manager John Paulson has achieved significant gains with Trilogy Metals, Inc. following a $35.6 million investment from the Trump administration, which acquired a 10% stake in the company [1][3] - Trilogy Metals stock has surged over 257% from Paulson's average acquisition cost of $1.95 per share, reaching a trading price of $6.97, resulting in total gains of approximately $72 million for Paulson [2][3] Company Performance - Trilogy Metals stock is currently trading at $6.97, reflecting a substantial increase in value since Paulson's initial investment [3] - The investment highlights Paulson's ability to identify undervalued assets in the mining and commodities sector [3] Portfolio Composition - Paulson & Co. holds a diversified portfolio in the natural resources and precious metals sector, including a 37% stake in International Tower Hill Mines Ltd. and significant investments in Perpetua Resources Corp. [4] - Other gold mining stocks in Paulson's portfolio include Seabridge Gold, Equinox Gold, and Iamgold Corp., indicating a strong focus on the gold sector [5] Market Trends - Gold prices have reached a record high of $4,000 per ounce, contributing to the overall performance of Paulson's mining investments [4] - The price of gold has surged approximately 50% in 2025, positioning it for its strongest annual performance in over 25 years [5]

Core Insights - Billionaire hedge fund manager John Paulson has achieved significant gains with Trilogy Metals, Inc. following a $35.6 million investment from the Trump administration, which acquired a 10% stake in the company [1][3] - Trilogy Metals stock has surged over 257% from Paulson's average acquisition cost of $1.95 per share, reaching a trading price of $6.97, resulting in total gains of approximately $72 million for Paulson [2][3] Company Performance - Trilogy Metals stock is currently trading at $6.97, reflecting a substantial increase in value since Paulson's initial investment [3] - The investment highlights Paulson's ability to identify undervalued assets in the mining and commodities sector [3] Portfolio Composition - Paulson & Co. holds a diverse portfolio in the natural resources and precious metals sector, including a 37% stake in International Tower Hill Mines Ltd. and significant investments in Perpetua Resources Corp. [4] - Other gold mining stocks in Paulson's portfolio include Seabridge Gold, Equinox Gold, and Iamgold Corp., indicating a strong focus on the gold sector [5] Market Trends - Gold prices have reached a record high of $4,000 per ounce, contributing to the overall performance of Paulson's mining investments [4] - The price of gold has surged approximately 50% in 2025, positioning it for its strongest annual performance in over 25 years [5]

Core Insights - Southern Silver Exploration Corp. is positioned as a deep-value opportunity in the junior mining sector, particularly in Mexico's silver belt, with significant potential for upside as precious metal prices rise [3][10]. Project Overview - The flagship Cerro Las Minitas project in Durango, Mexico, has shown billion-dollar potential, with updated mine plans indicating annual production of 11.4 million silver-equivalent ounces, including 4.9 million ounces of pure silver [4][5]. - The Preliminary Economic Assessment from June 2024 projected an after-tax NPV5% of US$931 million, which could be closer to C$1.4 billion given current metal prices, with an IRR of 31.4% [5][6]. Valuation Analysis - Southern Silver's market capitalization is currently C$65 million, representing only 0.05x NPV, indicating a significant valuation disconnect compared to typical developer trading ranges of 0.10x to 0.20x NPV [6][10]. - The all-in sustaining cost averages C$13.23/oz silver-equivalent, with capital efficiency improving from C$210/t to C$201/t [7]. Financial Position - The company recently completed a C$15 million financing, enhancing its financial flexibility and providing a runway for project advancement [9]. - There are 58 million warrants outstanding, which, if exercised, could generate additional capital for the company [14]. Strategic Expansion - Southern Silver is expanding its portfolio with the acquisition of the Nazas silver-gold-lead-zinc project, located near Endeavour Silver's Pitarilla deposit, which could become a valuable asset [9][10].