Aug. 28 at 7:59 PM
$MSMGF $GRDM
Grid Metals (C
$17M mkt cap @ C
$0.09) looks dramatically undervalued vs peers.
• In-situ value: C
$2.5B
• Trades at <1% MC/IV
•
$PWM (Power Metals) trades at 5% MC/IV → implies
$GRDM C
$0.63/share
•
$MAG (Magna Mining) trades at 2.5% MC/IV → implies
$GRDM C
$0.30/share
Near-term catalysts:
✅ Teck JV drilling Makwa (2,500m Q4)
✅ Falcon West cesium drill program (Q3)
✅ Only cesium peer
$PWM is 4.5× the valuation
Undervalued critical metals + Tier-1 jurisdiction = strong re-rate
