GoGold Resources Conference Call Summary Company Overview - **Company**: GoGold Resources - **Focus**: Exploration, development, and production of silver and gold, primarily in Mexico - **Market Capitalization**: Approximately $725 million USD (or $1 billion CAD) as of the last quarter [6][6] - **Cash Position**: $139 million USD in cash as of the end of the last quarter [6][6] Key Projects and Developments - **Operating Mine**: Parral - Producing approximately 2 million ounces of silver equivalent annually [10][10] - Generates over $3 million USD in free cash flow per month [6][10] - **Los Ricos Project**: - Located in Jalisco, Mexico, with excellent infrastructure [11][11] - Currently in the execution phase, with 20% of detailed engineering completed [11][11] - Total capital expenditure (CAPEX) for Los Ricos South is projected at $227 million USD [14][14] - Expected to add approximately 7.2 million ounces of production [15][15] - Los Ricos North projected to add an additional 8.8 million ounces of production [15][15] - Overall production goal is to increase from 2 million ounces to 15-17 million ounces over the next five years [16][16] Financial Metrics - **Production Costs**: All-in sustaining cost projected at $12 per ounce of silver equivalent [16][16] - **Net Present Value (NPV)**: - Los Ricos South NPV increased from $355 million to $860 million based on current commodity prices [18][18] - Los Ricos North PEA indicates an NPV of $413 million at lower commodity prices [18][18] - Total district NPV estimated at over $2 billion at current prices [19][19] Market Position and Strategy - **Shareholder Composition**: Approximately 50% institutional ownership and 20% insider ownership [9][9] - **Debt Financing**: Strong balance sheet allows for building without off-take agreements or royalties [27][27] - **Permit Status**: Anticipation of new permits under the current administration, which is focused on clearing the backlog from the previous administration [21][22] Industry Context - **Mining Sector Dynamics**: The company has faced delays in permits due to previous administration policies but expects improvements under the new administration [21][22] - **Competitive Landscape**: GoGold has been successful in identifying and acquiring projects early, which has contributed to its strong market position [30][30] Additional Insights - **Technological Advancements**: The company is developing new technology for treating old mine waste, contributing to its cash flow [23][23] - **Future Outlook**: The company is positioned for significant growth with the potential to double its stock value upon receiving new permits [22][22]

Core Insights - The article focuses on high-yield stocks, particularly Business Development Companies (BDCs), and highlights several included in the VanEck BDC Income ETF (BIZD) [1][3] BDC Holdings - The top three holdings in the BIZD ETF include Ares Capital Corp. (ARCC), Blue Owl Capital Corp. (OBDC), and Main Street Capital Corp. (MAIN), with respective holdings of 16.58%, 10.27%, and 8.81% [2] - Other notable BDCs mentioned include Hercules Capital Inc. (Hercules), Golub Capital BDC Inc. (GBDC), and Blackstone Secured Lending Fund (EXST) [2] Market Trends - BDCs have experienced a significant decline in share prices recently, with an average drop of 7% to 9% in under a month, which is unusual for this sector [20][22] - The overall sector values have decreased by approximately 4% to 7% for the year [22] Dividend Outlook - Most BDCs have not yet cut dividends, but reductions are anticipated due to a sharp decrease in short-term interest rates, which will likely lower net interest income [5][7] - The BIZD ETF and recent picks yield around 12% based on trailing dividend rates [7] Investment Strategy - A recent position was initiated in Blackstone Secured Lending Fund (BXSL), which has seen a significant price drop, making it more attractive for investment [8][9] - BXSL has historically protected its Net Asset Value (NAV), which has increased by approximately 5% since early 2022, indicating strong management performance [16] Valuation Metrics - BXSL is currently trading at a price-to-NAV ratio of 0.95, below its historical average of 1.06 to 1.07, suggesting potential upside if it recovers to previous valuation levels [14][15] - The article emphasizes the importance of comparing price-to-trailing NAV and book value (BV) to assess valuations across BDCs [27][26]

SuRo Capital (NASDAQ:SSSS) on Wednesday anticipated net asset value as of the third quarter-end at $9.00 to $9.50 per share. This compares with an NAV of $9.18 per share at June 30, 2025, and $6.73 per share at September 30, 2024. ...

We came across a bullish thesis on Golar LNG Limited on X.com by gabcasla. In this article, we will summarize the bulls’ thesis on GLNG. Golar LNG Limited's share was trading at $40.57 as of September 25th. GLNG’s trailing and forward P/E were 26.04 and 47.17 respectively according to Yahoo Finance. YPF Sociedad (YPF) Ends Losing Streak as US Pledges Lifeline to Ailing Argentina Copyright: Elnur / 123RF Stock Photo Golar LNG (GLNG) presents a compelling investment case, with substantial upside potential ...

Core Viewpoint - Eurocastle Investment Limited has announced the release of all remaining reserves related to a Legacy German tax matter, resulting in a pro forma NAV of €20.4 million or €20.34 per share as of June 30, 2025 [3][4]. Financial Summary - The total estimated cost of the contractual arrangement regarding the Legacy German tax matter is €0.85 million, leading to the release of €6.0 million in reserves [3]. - As of June 30, 2025, the pro forma NAV adjusted for the cost of the arrangement is €20.4 million, with a breakdown of net assets provided [4]. - The adjusted NAV reflects a significant change, with the Legacy German Tax Reserve being released, resulting in a new adjusted NAV of €20.37 million or €20.34 per share [5]. Company Strategy - Eurocastle is in the early stages of pursuing a new investment strategy focused on opportunistic real estate in Greece, with plans to expand across Southern Europe [6].

Results for the Six Months to 30 June 2025 St Peter Port, Guernsey, 25 September 2025 NB Private Equity Partners (NBPE), the $1.3bn1 listed private equity investment company managed by Neuberger Berman, today announces its results for the six months to 30 June 2025. Highlights from six months to 30 June 2025 Net Assets of $1,283 million - NAV per share of $28.14 (£20.53) a return of 4.0% in the six monthsPerformance driven by 1.9% increase in private company valuations ex-FX, alongside positive contributi ...

Core Viewpoint - Victory Square Technologies Inc. has announced its intention to commence a Normal Course Issuer Bid (NCIB) to purchase up to 5,000,000 common shares, representing approximately 5% of its issued and outstanding shares, as a strategy to enhance shareholder value [1][2][3]. Group 1: NCIB Details - The NCIB will commence on September 24, 2025, and will remain in effect until September 23, 2026, or until the maximum number of shares has been purchased [2]. - Purchases will be made at prevailing market prices through the facilities of the CSE and/or other permitted trading systems [2]. - BMO Nesbitt Burns Inc. has been appointed to coordinate and facilitate the purchases under the NCIB, with all purchased shares to be cancelled [3]. Group 2: Strategic Capital and Growth - In 2022, the company raised strategic capital to fund infrastructure for Hydreight Technology Inc. and VSDH, avoiding shareholder dilution while strengthening its core IP [4]. - A lender exercised an option to convert capital into Hydreight shares at a 20% discount, resulting in the transfer of 607,057 shares to settle $1,600,000 in debt [5][6]. - Following this settlement, the company holds approximately 25,326,124 Hydreight shares valued at around $122.3 million, with no outstanding debt [6]. Group 3: 2025 Priorities and Future Outlook - Management set three clear goals for 2025, with the initiation of the NCIB being the next logical step in returning value to shareholders [7]. - The CEO emphasized that the strategic capital raised in 2022 helped scale businesses like Hydreight and VSDH, which now represent significant value for the company [7]. - The current market capitalization is believed to not reflect the value of the company's portfolio, which includes various companies targeting large addressable markets [9]. Group 4: Upcoming Investor Engagement - Victory Square will host an Investor Webinar on October 2, 2025, to provide a detailed NAV breakdown of the company's portfolio and highlight upcoming catalysts [10].

We came across a bullish thesis on Brookfield Corporation on Value investing subreddit by Thick-Mud-1037. In this article, we will summarize the bulls’ thesis on BN. Brookfield Corporation's share was trading at $69.76 as of September 16th. BN’s trailing and forward P/E were 158.55 and 14.14 respectively according to Yahoo Finance. Brookfield Corporation reported a strong Q2 2025 performance, with revenue significantly exceeding expectations and distributable earnings demonstrating robust growth, despite ...

Amsterdam, 17 September 2025 EXOR NAV PER SHARE OUTPERFORMS MSCI WORLD INDEX In the first half of 2025, Exor’s net asset value (NAV) per share outperformed the MSCI World Index by 5 percentage points, supported by €1 billion share buybackDespite significant market volatility, Companies performed in line with the MSCI World Index with varied performance across holdingsLingotto delivered strong returns of 11% over the period, mainly driven by its public investmentsExor is well-positioned to seize significant ...

Core Viewpoint - OFS Credit Company, Inc. has announced an estimated net asset value (NAV) per share of its common stock for August 31, 2025, ranging between $5.81 and $5.91 [1] Company Summary - OFS Credit Company primarily invests in collateralized loan obligation (CLO) equity and debt securities [1] - The NAV estimate provided is unaudited and does not represent a comprehensive statement of the company's financial position [1]