Market Cap 2.42B
Revenue (ttm) 1.45B
Net Income (ttm) 16.00M
EPS (ttm) N/A
PE Ratio 37.97
Forward PE 24.18
Profit Margin 1.10%
Debt to Equity Ratio 0.88
Volume 3,477,200
Avg Vol 753,852
Day's Range N/A - N/A
Shares Out 50.94M
Stochastic %K 92%
Beta 1.32
Analysts Hold
Price Target $47.50

Company Profile

Barrick Mining Corporation engages in the exploration, development, production, and sale of mineral properties. It explores for gold, copper, silver, and energy materials. The company was formerly known as Barrick Gold Corporation and changed its name to Barrick Mining Corporation in May 2025. Barrick Mining Corporation was founded in 1983 and is based in Toronto, Canada.

Industry: Gold
Sector: Basic Materials
Phone: 416 861 9911
Address:
Brookfield Place, TD Canada Trust Tower, Suite 3700 161 Bay Street, Toronto, Canada
EarnieElk
EarnieElk Aug. 21 at 11:35 PM
$B tweet of the week https://x.com/business/status/2090848930997154134?s=46&t=DgglG6X8xxcIgqubj3GVgQ
0 · Reply
USAEquityResearch
USAEquityResearch Aug. 21 at 10:02 PM
$B 📊 USAEquityResearch ▲ 47.60 (+2.87%) Trend: Bullish 📈 RSI (14): 77.2 — overbought, extended, caution warranted MACD: bullish, above signal line and rising Volume: normal 📌 Key Levels Resistance: 47.60 | Support: 36.36 20-MA: 40.74 | 50-MA: 38.86 💼 Fundamentals Mkt Cap: $78.34B P/E (TTM): 12.3 | Fwd P/E: 10.8 FCF: $5.09B (3.09/sh) Total Debt: $4.68B D/E: 12.71 📉 Options (exp 2026-08-28) ATM IV: 45.9% | Skew: -3.0% (call-heavy) P/C Ratio: 0.41 🐂 Bullish lean Max Pain: 41.00 Call wall: 48.00 | Put wall: 46.00 Educational content only. Not financial advice.
0 · Reply
PredictionFLO1
PredictionFLO1 Aug. 21 at 9:07 PM
Heavy flow on $B: $494K of premium through the Dec 18 $45 puts, 119 days to expiry. Strike is 2.7% below spot ($46.27), so this pays on a real breakdown, not a drift. Smaller in size, but a clean one sided print. Put premium in this size means real money either wants protection badly or expects a move lower. Either way that's real dollars paying up for downside exposure, and that's information. For context, the broader tape is about 73% calls by flagged premium today, so this is a bet against the day's grain, which makes it more interesting, not less. What I'm watching next: does that strike's OI confirm at the settle, and does the line keep absorbing size. One day's flow starts a thesis; follow through keeps it.
0 · Reply
PredictionFLO1
PredictionFLO1 Aug. 21 at 8:33 PM
$B OptionsFLO flow and daily chart read. The alert snapshot shows $494K in the Dec 18 $45 puts. Volume was 0.6x standing open interest at capture. Daily chart through Aug 21: last close $47.60, above its 20 and 50 day averages, with RSI at 73. The 3 month range is $34.03 to $47.79. Intraday volume does not establish whether a position was opened or held; the next settled open interest is the check.
0 · Reply
FatDuck3
FatDuck3 Aug. 21 at 8:02 PM
$JNUG $GLD $SLV $B $GDX "MOAR intervention" is the new & only policy ❌Trump: We could have GDP of 10, 12, 15 times if they just leave us alone. Let interest rates go down. It’s a very unfair system.❌ Physical metals next yr will be difficult to find
1 · Reply
np_stocks
np_stocks Aug. 21 at 8:00 PM
$B congrats longs … cheers!
0 · Reply
Mark_Venture
Mark_Venture Aug. 21 at 7:59 PM
$NGEN I sold some $B yesterday to buy 200 more $NGEN. Now I'm just waiting for $NVDA to hit 250, so I can sell some more of those to buy another 500 $NGEN and get my average below 2.25. Either way, I'm happy with the amount of dip I bought so far, and enjoying the ride up 😎 Btw, the breakdowns of the statically excellent P values from phase 2 that you guys been posting have lifted my mood greatly. Thank you.
3 · Reply
FatDuck3
FatDuck3 Aug. 21 at 6:51 PM
$GDX $GLD $JNUG $B $SLV "It’s already a crisis — a quiet crisis,” said Tom Kloza, chief energy adviser at Gulf Oil. “These are body punches to the middle of the economy. I think they’re going to have a pretty dramatic impact." This will make it next to impossible for Trump's statement/promise of "We have a commitment that this beef will be sold at 25 percent below current market prices." This raises even more question like who exactly commits to selling at 25% BELOW MARKET & still makes money on it, you don't, they would be selling beef @ a loss. Once you include labor, fuel, payroll taxes, insurance, refrigeration, rent, spoilage, financing, etc., a 25% reduction can very EASLIY push the seller into a loss His own tariffs is now what he has to "fix". The circle jerk economy rolls on
1 · Reply
WinWin22
WinWin22 Aug. 21 at 6:29 PM
$B Gold!! Told you for years!! https://youtube.com/@fillyourheadrockswe?si=J2B3oih5WQzK1FDH Enjoy my band! ❤️🥁🎸🇸🇪🎶🍾🥂
0 · Reply
FatDuck3
FatDuck3 Aug. 21 at 5:24 PM
$GLD $SLV $GDX $JNUG $B ❌The simplest way to put this "PAY ME FOR MY PAIN" & the US Treasury said: SURE - but only @ my price & that price means the sellers likely got ~61 cents on the dollar. They got burnt so can you imagine why they took the offer or needed to?❌ ➡️More & more duct-taping this economy & treasury market which will introduce heavier & heavier "intervention" aka financial engineering w/no restraint. 1 reason being the Treasury market is requiring significantly more "official liquidity support" to absorb the govt's debt supply but not to worry, "we can grow our way out of this" you just have to be naive. ➡️The REALITY: demand is not what is once was due to the significants of the debt & issuance, which could have buyers worried & if the worry is great enough then buyers want a much higher YIELD Negative Rates Coming & I Wouldnt Be Surprised Some Time Next Year There Will Be Difficulty Obtaining Physical Metals. Not Saying Its Happening
1 · Reply
Latest News on B
Barrick Mining price target lowered to $57 from $64 at CIBC

2026-08-17T09:22:25.000Z - 4 days ago

Barrick Mining price target lowered to $57 from $64 at CIBC


Barrick (B) Q2 2026 Earnings Call Transcript

2026-08-11T14:17:03.000Z - 10 days ago

Barrick (B) Q2 2026 Earnings Call Transcript


Barrick Q2 Earnings Call Centers on Newmont Deal and IPO

2026-08-11T14:00:00.000Z - 10 days ago

Barrick Q2 Earnings Call Centers on Newmont Deal and IPO


Barrick Mining price target lowered to $54 from $56 at BofA

2026-08-11T10:45:21.000Z - 10 days ago

Barrick Mining price target lowered to $54 from $56 at BofA

NEM


Barrick Appoints Sebastiaan Bock CEO, Rest of World

2026-08-11T10:05:16.000Z - 10 days ago

Barrick Appoints Sebastiaan Bock CEO, Rest of World


Barrick says Newmont deal clears path for North American IPO

2026-08-10T21:02:03.377Z - 11 days ago

Barrick says Newmont deal clears path for North American IPO


Barrick moves ahead with IPO following Newmont deal

2026-08-10T18:24:07.000Z - 11 days ago

Barrick moves ahead with IPO following Newmont deal


Barrick Mining Earnings Call Transcript: Q2 2026

Aug 10, 2026, 11:00 AM EDT - 11 days ago

Barrick Mining Earnings Call Transcript: Q2 2026


Barrick Mining Slides: Q2 2026

Aug 10, 2026, 11:00 AM EDT - 11 days ago

Barrick Mining Slides: Q2 2026


Barrick Mining Earnings release: Q2 2026

Aug 10, 2026, 11:00 AM EDT - 11 days ago

Barrick Mining Earnings release: Q2 2026


Barrick Mining Registration statement: Q2 2026

Aug 10, 2026, 11:00 AM EDT - 11 days ago

Barrick Mining Registration statement: Q2 2026


Barrick Mining Registration statement: Q2 2026

Aug 10, 2026, 11:00 AM EDT - 11 days ago

Barrick Mining Registration statement: Q2 2026


Barrick strikes deal with Newmont that clears path for IPO

2026-08-10T13:12:27.000Z - 11 days ago

Barrick strikes deal with Newmont that clears path for IPO


Barrick Gold Falls, Newmont Rises As Miners Agree On IPO

2026-08-10T12:51:59.000Z - 11 days ago

Barrick Gold Falls, Newmont Rises As Miners Agree On IPO


Barrick Mining Settles Newmont Nevada Dispute for $1.95 Billion

Mon, 10 Aug 2026 08:17:00 -0400 - 11 days ago

Barrick Mining Settles Newmont Nevada Dispute for $1.95 Billion


Barrick Mining reports Q2 adjusted EPS 82c, consensus 84c

2026-08-10T10:05:50.000Z - 11 days ago

Barrick Mining reports Q2 adjusted EPS 82c, consensus 84c


Barrick Mining reports Q2 gold production of 796,000 ounces

2026-08-10T10:05:08.000Z - 11 days ago

Barrick Mining reports Q2 gold production of 796,000 ounces


Barrick Reports Second Quarter 2026 Results

Mon, 10 Aug 2026 06:00:00 -0400 - 11 days ago

Barrick Reports Second Quarter 2026 Results


Barrick Declares Q2 Dividend

Mon, 10 Aug 2026 05:59:00 -0400 - 11 days ago

Barrick Declares Q2 Dividend


Barrick Mining price target lowered to $41 from $48 at Citi

2026-07-27T11:36:08.000Z - 25 days ago

Barrick Mining price target lowered to $41 from $48 at Citi


Barrick Announces Investment in Kingfisher Metals

Tue, 21 Jul 2026 07:00:00 -0400 - 4 weeks ago

Barrick Announces Investment in Kingfisher Metals


Barrick to Report Second Quarter 2026 Results on August 10

Fri, 10 Jul 2026 07:00:00 -0400 - 6 weeks ago

Barrick to Report Second Quarter 2026 Results on August 10


Barrick Mining price target lowered to $56 from $58 at BofA

2026-07-09T10:36:44.000Z - 6 weeks ago

Barrick Mining price target lowered to $56 from $58 at BofA


Bullish releases June 2026 monthly metrics

Tue, 07 Jul 2026 06:45:00 -0400 - 6 weeks ago

Bullish releases June 2026 monthly metrics


Barrick Mining price target lowered to $50 from $54 at UBS

2026-06-30T12:30:53.000Z - 7 weeks ago

Barrick Mining price target lowered to $50 from $54 at UBS


Barrick Publishes 2025 Sustainability Report and Performance Data

Fri, 12 Jun 2026 10:00:00 -0400 - 2 months ago

Barrick Publishes 2025 Sustainability Report and Performance Data


Bullish releases May 2026 monthly metrics

Mon, 08 Jun 2026 06:45:00 -0400 - 2 months ago

Bullish releases May 2026 monthly metrics


Barrick Mining initiated with an Equal Weight at Barclays

2026-05-21T20:20:01.000Z - 3 months ago

Barrick Mining initiated with an Equal Weight at Barclays


Barrick Announces Election of Directors

Thu, 14 May 2026 07:00:00 -0400 - 3 months ago

Barrick Announces Election of Directors


Why Barrick Mining Stock Zoomed Nearly 9% Higher Today

Mon, 11 May 2026 17:33:39 -0400 - 3 months ago

Why Barrick Mining Stock Zoomed Nearly 9% Higher Today


Barrick Mining Earnings Call Transcript: Q1 2026

May 11, 2026, 11:00 AM EDT - 3 months ago

Barrick Mining Earnings Call Transcript: Q1 2026


Barrick Mining Earnings release: Q1 2026

May 11, 2026, 11:00 AM EDT - 3 months ago

Barrick Mining Earnings release: Q1 2026


Barrick Mining Slides: Q1 2026

May 11, 2026, 11:00 AM EDT - 3 months ago

Barrick Mining Slides: Q1 2026


Barrick Mining Registration statement: Q1 2026

May 11, 2026, 11:00 AM EDT - 3 months ago

Barrick Mining Registration statement: Q1 2026


Barrick Mining Registration statement: Q1 2026

May 11, 2026, 11:00 AM EDT - 3 months ago

Barrick Mining Registration statement: Q1 2026


Barrick Reports First Quarter 2026 Results

May 11, 2026, 6:00 AM EDT - 3 months ago

Barrick Reports First Quarter 2026 Results


Barrick Board Authorizes $3.0 Billion Share Repurchase

May 11, 2026, 5:59 AM EDT - 3 months ago

Barrick Board Authorizes $3.0 Billion Share Repurchase


Barrick Declares Q1 Dividend

May 11, 2026, 5:58 AM EDT - 3 months ago

Barrick Declares Q1 Dividend


Barrick Mining Transcript: AGM 2026

May 8, 2026, 10:00 AM EDT - 3 months ago

Barrick Mining Transcript: AGM 2026


Bullish releases April 2026 monthly metrics

May 7, 2026, 6:45 AM EDT - 3 months ago

Bullish releases April 2026 monthly metrics

BLSH


Barrick to Report First Quarter 2026 Results on May 11

Apr 10, 2026, 7:00 AM EDT - 4 months ago

Barrick to Report First Quarter 2026 Results on May 11


Barrick Files 2026 Information Circular Ahead of Annual Meeting

Apr 8, 2026, 5:36 PM EDT - 4 months ago

Barrick Files 2026 Information Circular Ahead of Annual Meeting


Barrick Provides an Update on Reko Diq

Apr 2, 2026, 5:05 PM EDT - 5 months ago

Barrick Provides an Update on Reko Diq


Barrick Announces Leadership Appointments

Feb 24, 2026, 5:00 PM EST - 6 months ago

Barrick Announces Leadership Appointments


What's Behind Barrick Stock's 80% Rise?

Feb 18, 2026, 2:35 PM EST - 6 months ago

What's Behind Barrick Stock's 80% Rise?


What's Happening With Barrick Stock?

Feb 18, 2026, 5:30 AM EST - 6 months ago

What's Happening With Barrick Stock?


Barrick Mining Earnings Call Transcript: Q4 2025

Feb 5, 2026, 11:00 AM EST - 7 months ago

Barrick Mining Earnings Call Transcript: Q4 2025


Barrick Mining Annual report: Q4 2025

Feb 5, 2026, 11:00 AM EST - 7 months ago

Barrick Mining Annual report: Q4 2025


Barrick Mining Earnings release: Q4 2025

Feb 5, 2026, 11:00 AM EST - 7 months ago

Barrick Mining Earnings release: Q4 2025


Barrick Mining Slides: Q4 2025

Feb 5, 2026, 11:00 AM EST - 7 months ago

Barrick Mining Slides: Q4 2025


Barrick Mining Registration statement: Q4 2025

Feb 5, 2026, 11:00 AM EST - 7 months ago

Barrick Mining Registration statement: Q4 2025


Barrick Mining Registration statement: Q4 2025

Feb 5, 2026, 11:00 AM EST - 7 months ago

Barrick Mining Registration statement: Q4 2025


Barrick Reports Full Year and Fourth Quarter 2025 Results

Feb 5, 2026, 6:00 AM EST - 7 months ago

Barrick Reports Full Year and Fourth Quarter 2025 Results


Barrick Announces Board Appointments

Feb 5, 2026, 5:58 AM EST - 7 months ago

Barrick Announces Board Appointments


Barrick Announces Finance Leadership Transition

Jan 19, 2026, 7:00 AM EST - 7 months ago

Barrick Announces Finance Leadership Transition


Barrick Mining Evaluating IPO Of Its North American Gold Assets

Dec 10, 2025, 12:45 PM EST - 9 months ago

Barrick Mining Evaluating IPO Of Its North American Gold Assets


What's Behind Barrick Mining's 154% Surge?

Dec 5, 2025, 8:56 AM EST - 9 months ago

What's Behind Barrick Mining's 154% Surge?


Barrick Completes Tongon Transaction

Dec 2, 2025, 9:27 AM EST - 9 months ago

Barrick Completes Tongon Transaction


Barrick Completes Hemlo Transaction

Nov 26, 2025, 4:41 PM EST - 9 months ago

Barrick Completes Hemlo Transaction


Barrick Announces Board Changes

Nov 26, 2025, 7:00 AM EST - 9 months ago

Barrick Announces Board Changes


Barrick Announces Resolution of its Disputes with Mali

Nov 24, 2025, 10:45 AM EST - 9 months ago

Barrick Announces Resolution of its Disputes with Mali


Breaking-Up Barrick Could Start Wider Gold Sector Consolidation

Nov 18, 2025, 12:15 AM EST - 9 months ago

Breaking-Up Barrick Could Start Wider Gold Sector Consolidation


EarnieElk
EarnieElk Aug. 21 at 11:35 PM
$B tweet of the week https://x.com/business/status/2090848930997154134?s=46&t=DgglG6X8xxcIgqubj3GVgQ
0 · Reply
USAEquityResearch
USAEquityResearch Aug. 21 at 10:02 PM
$B 📊 USAEquityResearch ▲ 47.60 (+2.87%) Trend: Bullish 📈 RSI (14): 77.2 — overbought, extended, caution warranted MACD: bullish, above signal line and rising Volume: normal 📌 Key Levels Resistance: 47.60 | Support: 36.36 20-MA: 40.74 | 50-MA: 38.86 💼 Fundamentals Mkt Cap: $78.34B P/E (TTM): 12.3 | Fwd P/E: 10.8 FCF: $5.09B (3.09/sh) Total Debt: $4.68B D/E: 12.71 📉 Options (exp 2026-08-28) ATM IV: 45.9% | Skew: -3.0% (call-heavy) P/C Ratio: 0.41 🐂 Bullish lean Max Pain: 41.00 Call wall: 48.00 | Put wall: 46.00 Educational content only. Not financial advice.
0 · Reply
PredictionFLO1
PredictionFLO1 Aug. 21 at 9:07 PM
Heavy flow on $B: $494K of premium through the Dec 18 $45 puts, 119 days to expiry. Strike is 2.7% below spot ($46.27), so this pays on a real breakdown, not a drift. Smaller in size, but a clean one sided print. Put premium in this size means real money either wants protection badly or expects a move lower. Either way that's real dollars paying up for downside exposure, and that's information. For context, the broader tape is about 73% calls by flagged premium today, so this is a bet against the day's grain, which makes it more interesting, not less. What I'm watching next: does that strike's OI confirm at the settle, and does the line keep absorbing size. One day's flow starts a thesis; follow through keeps it.
0 · Reply
PredictionFLO1
PredictionFLO1 Aug. 21 at 8:33 PM
$B OptionsFLO flow and daily chart read. The alert snapshot shows $494K in the Dec 18 $45 puts. Volume was 0.6x standing open interest at capture. Daily chart through Aug 21: last close $47.60, above its 20 and 50 day averages, with RSI at 73. The 3 month range is $34.03 to $47.79. Intraday volume does not establish whether a position was opened or held; the next settled open interest is the check.
0 · Reply
FatDuck3
FatDuck3 Aug. 21 at 8:02 PM
$JNUG $GLD $SLV $B $GDX "MOAR intervention" is the new & only policy ❌Trump: We could have GDP of 10, 12, 15 times if they just leave us alone. Let interest rates go down. It’s a very unfair system.❌ Physical metals next yr will be difficult to find
1 · Reply
np_stocks
np_stocks Aug. 21 at 8:00 PM
$B congrats longs … cheers!
0 · Reply
Mark_Venture
Mark_Venture Aug. 21 at 7:59 PM
$NGEN I sold some $B yesterday to buy 200 more $NGEN. Now I'm just waiting for $NVDA to hit 250, so I can sell some more of those to buy another 500 $NGEN and get my average below 2.25. Either way, I'm happy with the amount of dip I bought so far, and enjoying the ride up 😎 Btw, the breakdowns of the statically excellent P values from phase 2 that you guys been posting have lifted my mood greatly. Thank you.
3 · Reply
FatDuck3
FatDuck3 Aug. 21 at 6:51 PM
$GDX $GLD $JNUG $B $SLV "It’s already a crisis — a quiet crisis,” said Tom Kloza, chief energy adviser at Gulf Oil. “These are body punches to the middle of the economy. I think they’re going to have a pretty dramatic impact." This will make it next to impossible for Trump's statement/promise of "We have a commitment that this beef will be sold at 25 percent below current market prices." This raises even more question like who exactly commits to selling at 25% BELOW MARKET & still makes money on it, you don't, they would be selling beef @ a loss. Once you include labor, fuel, payroll taxes, insurance, refrigeration, rent, spoilage, financing, etc., a 25% reduction can very EASLIY push the seller into a loss His own tariffs is now what he has to "fix". The circle jerk economy rolls on
1 · Reply
WinWin22
WinWin22 Aug. 21 at 6:29 PM
$B Gold!! Told you for years!! https://youtube.com/@fillyourheadrockswe?si=J2B3oih5WQzK1FDH Enjoy my band! ❤️🥁🎸🇸🇪🎶🍾🥂
0 · Reply
FatDuck3
FatDuck3 Aug. 21 at 5:24 PM
$GLD $SLV $GDX $JNUG $B ❌The simplest way to put this "PAY ME FOR MY PAIN" & the US Treasury said: SURE - but only @ my price & that price means the sellers likely got ~61 cents on the dollar. They got burnt so can you imagine why they took the offer or needed to?❌ ➡️More & more duct-taping this economy & treasury market which will introduce heavier & heavier "intervention" aka financial engineering w/no restraint. 1 reason being the Treasury market is requiring significantly more "official liquidity support" to absorb the govt's debt supply but not to worry, "we can grow our way out of this" you just have to be naive. ➡️The REALITY: demand is not what is once was due to the significants of the debt & issuance, which could have buyers worried & if the worry is great enough then buyers want a much higher YIELD Negative Rates Coming & I Wouldnt Be Surprised Some Time Next Year There Will Be Difficulty Obtaining Physical Metals. Not Saying Its Happening
1 · Reply
Lanelizard
Lanelizard Aug. 21 at 4:42 PM
0 · Reply
FatDuck3
FatDuck3 Aug. 21 at 4:17 PM
$JNUG $GDX $GLD $B $SLV Here we go folks, ready yourselves & your money. These closures will create a ripple effect well beyond the 7,058 workers. Don't forget, We're rebuilding America's productive economy & bringing jobs back. If there is some smart enough to sell there will always be someone dumb enough to buy Freight Distress Report: More than 7,000 jobs cut in new wave of closures Tyson, Essendant, FedEx, Ryder & Daimler Truck are among companies cutting jobs or consolidating facilities across U.S. supply chains The significance of this report isn't the 7,000 jobs; it's the breadth of the contraction. Manufacturing plants, distribution centers, warehouses & transportation networks are SIMULTANEOUSLY being consolidated or closed, indicating that weakness is moving through MULTIPLE LAYERS of the U.S. supply chain https://www.freightwaves.com/news/freight-distress-report-more-than-7000-jobs-cut-in-new-wave-of-closures
0 · Reply
EarnieElk
EarnieElk Aug. 21 at 1:31 PM
$B we’re growing https://x.com/thepenguinbtc/status/2090753767792591246?s=46&t=DgglG6X8xxcIgqubj3GVgQ
0 · Reply
EarnieElk
EarnieElk Aug. 21 at 1:24 PM
$B https://x.com/goldforecast/status/2090385380281352673?s=46&t=DgglG6X8xxcIgqubj3GVgQ
0 · Reply
EarnieElk
EarnieElk Aug. 21 at 12:12 PM
$B DXY
1 · Reply
StockBraker
StockBraker Aug. 21 at 11:48 AM
0 · Reply
gucag006
gucag006 Aug. 21 at 10:26 AM
$LXRX Great buying opportunities around low $2.20. (A thousand shares costing about $2,200 now will be worth $3K @$3, $5K @$5, $10K @$10 and more.) These type of buying opportunities will come again often in the next year or two but at helically higher SP as we march towards sustainable revenue streams: 1) Last $10M milestone payment from Novo in Q4/26; 2) Milestone payment up to $12M from Vistris on ex-US/EU regulatory filings in Q4/26 and 2027 (including UAE, Bahrain, Saudi Arabia, Australia, New Zealand, Canada, Latin America and Asia); 3) Commercial milestone (ex-US/EU annual net sales tier thresholds) up to$185M from Vistris on Inpefa sales in 2027 and beyond; 4) Tiered (10%-19%) royalties on Inpefa sales outside US/EU from Viatris in 2027 and beyond; 5) Zynquista/T1D sales in 00's of $M to $B's from 2027 to 2033; 6) Inpefa/HCM sales in 00's of M$ to B$ from 2028 2033; 7) LX9851 milestoned and royalties in the B$'s from 2029 and beyond. Then, still have Pilavapadin to add.
2 · Reply
FatDuck3
FatDuck3 Aug. 21 at 4:11 AM
$JNUG $GLD $SLV $B $GDX The next thing to fold is Warsh & real rates will be going NEGATIVE "The Committee will deliver price stability." Kevin Warsh. Yes. For themselves Ain't too much distance 'tween a pat on the back & a kick in the ass. "it doesn't matter what the Federal Reserve says @ this point they have LOST CONTROL. This is going to be the bond market talking" Watch cause folks like Warsh are on the cusp of becoming much much RICHER as they inflate some of the debt down by making all of us poorer. Who would have thought they'd be working in their own best interest. Watch as heavy metals start to become relentless w/their moves, still a bit of time but pressure is building Some significant events coming & notice prices in many places are on the rise
0 · Reply
Ub3r5pAnK
Ub3r5pAnK Aug. 21 at 2:33 AM
$SMCI $CSCO $B $DELL I did the same calc to dell not long ago, got around $260 per share if I assumed their margins increased to 20%, their reveneus were $220B and net profit increased to 8% by the end of FY27. So yeah their trading over the price that I calculated, SMCI is trading at around half the price I calculated. SMCI did have some uncertainty on the board investigation, could have been REAL BAD, but it wasnt so longs are likely getting rewarded for their patience and trust from here.
0 · Reply
Ub3r5pAnK
Ub3r5pAnK Aug. 21 at 2:21 AM
$SMCI $CSCO $B Quite simple to see what SMCI is valued at, use guided revenues 65b to 75b so midpoint is 70b. Discounted for risk use 60b. gross margin last 20 quarters has averaged 10%+ with 1 outlier of 6% gross. With 10.8% gross forecasted for Q1'27 I am confident in using 10% gross for FY figures or you could use TTM aswell. Opex has averaged around 44% of gross profit since 2018 so will use that for opex, however higher revenues tends to reduce opex %. net would be slightly lower due to tax after opex gets subtracted from gross, so 10% - (44% of 10%) = 5.6% ill use around 5% net. 60b x 5% = 3b net income. 3b net income x 15PE = 45b Thats the conservative estimate we are trading at $23B so around half that.
1 · Reply
Ub3r5pAnK
Ub3r5pAnK Aug. 21 at 2:09 AM
$SMCI $CSCO $B If you want to know why we were held down today. It was short volume, short up 70% today from yesterday.
0 · Reply
Ub3r5pAnK
Ub3r5pAnK Aug. 21 at 2:01 AM
$SMCI Now with this investigation getting resolved positively does anyone remember my comparison to $CSCO and its chart, or even to the $B chart. Yeah seems likely we go up big soon.
0 · Reply