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Riverside Resources: Value Dislocation from Upcoming Spin-Out?RRI is down over 30% this week, despite no negative news. This may be a classic case of value dislocation ahead of a corporate event. 📦 What’s happening? Riverside is spinning out its Ontario gold assets into a new company, Blue Jay Gold Corp. Every RRI shareholder will receive 1 Blue Jay share for every 5 RRI shares held. These new shares are expected to be listed soon. 🧠 Why it matters: Spin-outs often unlock hidden value by allowing each entity to focus on a clear strategy. The market somet
TSXV:RRILong
by dimzh
LVMH: A Wonderful Business That May Already Be Fully PricedExecutive Summary: Margin of Safety Verdict: Based on current valuation ranges and roughly €11 billion in annual free cash flow, LVMH appears to offer little or no margin of safety today. It remains a remarkable franchise, but the stock price seems to assume a favorable future. LVMH is arguably the most powerful luxury conglomerate ever assembled. Its portfolio includes Louis Vuitton, Dior, Tiffany, Moët & Chandon, Bulgari, Sephora and dozens of other iconic maisons. What these brands possess i
TSX:LVMH
by CrowdWisdomTrading
MDA Space: A High Quality Space Infrastructure Business With an Executive Summary: MDA Space sits squarely in the middle of a growing global market for space infrastructure. The company has real strengths: strong revenue growth, a sizable backlog, and a long technological track record that traces back to Canada’s early space program. But the economics of the business are still taking shape. Operating margins remain moderate, capital requirements are increasing, and estimates of intrinsic value vary widely. Margin of safety verdict: the stock appears roughly
TSX:MDA
by CrowdWisdomTrading
Organigram: Upside Attempt FailsOrganigram has recently initiated an attempt to move higher but had to abandon it due to renewed selling pressure. As a result, price slipped back toward the support at C$1.73. In our primary scenario, the ongoing upward move should gradually guide the stock to the upside, allowing it to form a top above the resistance at C$2.89. Alternatively, OGI could face another stronger sell-off, breaking below the support at C$1.73. In that case, a lower corrective low would likely form there before we wo
TSX:OGI
by HKCM_Global
MDA Space: when orbit is no longer a dream, but a trajectoryMDA Space is one of those companies that doesn’t just participate in the space industry - it quietly builds its backbone. Canadarm on the ISS, satellite constellations for Telesat Lightspeed and Globalstar, advanced Earth observation radar systems - this is not a startup story, this is 55 years of engineering discipline scaling into a new cycle of global demand. With headquarters in Brampton, over 4,000 employees, and deep integration into both commercial and defense ecosystems, MDA is position
TSX:MDALong
by TotoshkaTrades