I like companies that can turn revenue growth into higher FCF growth, and can turn FCF growth into higher FCF/share growth. That's the beauty of margin expansion, buybacks and multiple contraction.
Here's a list of companies that can do just that.
North Atlantic Titanium Announces Filing of NI 43-101 Technical Report Prepared by Micon International Limited on the Everett Titanium Project, Québec, Canada - Junior Mining Network https://t.co/xnBrFWnLr4 $NATO.CN
The Strategic Importance of Domestic Critical Minerals - Stillwater Critical Minerals ⛏️ Michael Rowley, CEO @Stillwater_CM@MichaelVRowley $PGE.V #Nickel#Copper#Cobalt
0:00 Intro
0:06 The Stillwater Critical Minerals Complex
0:48 Updated & Expanded Mineral Resource Estimate
1:52 Importance of Proximity to Sibayne-Stillwater Infrastructure
3:10 Alignment with the U.S. Government's Strategic Objectives
4:33 What Differentiates Stillwater West
5:50 Outlook for the Ultimate Size of the Stillwater West System
6:50 Catalysts Over the Next 6-12 Months
Listening to this should make everyone want gold at max weight in their portfolios… wild stuff.
Gold miners = the high beta trade
We highlighted 26 gold producers in our recent note (pinned), 7 flagged buy on multiple screens.
LONG GOLD MINERS ⛏️
🔋 The Big Picture: The 40-50% pullback in uranium equities hasn't changed the reality that supply cannot easily meet demand. The fundamentals remain strong - the market is simply waiting for proof in the form of signed contracts. 📈
https://t.co/qNowC9eq1s