We just released a new breakdown on Comstock. Watch the full video here in the Blueprint Library.

From my own portfolio: Cereno Scientific got a FAST TRACK decision today. The stock briefly touched 11 SEK, now back to 10.3 SEK -- still up 6.5% on the day and 87% YTD. Should be another +87% in the cards if the promised news flow holds this fall. My preliminary target, albeit admittedly on pretty shaky grounds being a biotech, "phase", company, is SEK 17.50-20- Mineros (3.22 CAD), my absolut favorite gold mine, 50 y old, 4.5% dividend yield, run rate 'P/E' (EV/E) och just 2.5 based on H1 numbers and spot gold price of $3350 has started moving. They seem to be looking into debt financing now, potentially to expand business faster, maybe more acquisitions like the recent La Pepa purchase. So, strong growth, aggressive new owners/management vid Sun Valley + Gold Logic holding 68% of the company, high dividend, and extremely low cash adjusted PE. This could ptentially be a 10x stock over 4 years [to 30 CAD], and if it doesn't go to 3x in 2 years, i.e. around 10 CAD, I'll swallow one of my Kruger rand 1 oz coins! Canagold (0.485 CAD) is pausing just below the 0.50 CAD mark, up 3x (+200%) since my entry at 0.17 CAD. It's up by 75% YTD and should likely increase by at least 75% the coming 12 months as the environmental and mining permits situation becomes clearer, as well as the collaboration/agreement with Taku River Tlingit First Nations who are the key land owners. Cana has much more explosive upside than Mineros, being a potential 100-bagger over 7-10 years. However, Cana admittedly has several key hurdles to manage, including permits and mine construction -- both political and weather related risks, not to mention financing and construction/organizational challenges. EMX (4.60 CAD) is also moving higher, +85% YTD, being a royalty holder of both copper and gold and an asset light royalty streamer. Both EMX and Mineros are stocks with a clear path to going to "11". Literally, i.e., the shares going to 11 CAD. That entails just little more than a doubling for EMX vs 3.5x for Mineros. EMX however has a lot lower risk, and is asset light, not burdened by fixed asset investments and mining operations. EMX on the other hand is higher valued and doesn't pay a dividend like Mineros does.

Hi Just saw the deep dive of Kaspi and I agree of the big picture and analys. I belive that Investors are afraid of the law suit, that they don’t trust the bookkeeping. Also it has not been the best start in Turkie and until you know if it will fly or not it will put precure on the stock price.

Kaspi is the dominant super app of Kazakhstan, expanding fast into Turkey, and yet trades at under 7x earnings. Growth is strong, margins are high, and dividends could be back by 2025. This is deep value with real upside. Even without a rerating, returns look like 20%+ per year. With a rerating, 35%+ is on the table. Full breakdown in Deep Dive folder