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]

seeing at least 3 assets here that are ~10x undervalued each https://t.co/Jc8Vi6UzMj ...

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].

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] - The mission of Allka Research includes sharing knowledge through Seeking Alpha, providing thought-provoking analyses and informed perspectives [1] - The goal is to demystify investing, inspire confidence, and foster a community of informed investors [1] Company Overview - Allka Research is recognized for its dedication to guiding individuals in finding lucrative investment opportunities [1] - The company thrives in a complex investment landscape by focusing on strategic insights and substantial returns [1] Investment Philosophy - The conservative approach of Allka Research sets it apart in the investment community [1] - The company aims to empower investors financially through education and accessible investment strategies [1] Community Engagement - Allka Research seeks to contribute to the Seeking Alpha community by sharing its wealth of knowledge [1] - The company aims to inspire confidence in readers, helping them navigate the financial markets intelligently [1]