Diamond Hill Small Cap Fund – MGN
Bull thesis on Magnolia Oil & Gas from Diamond Hill Small Cap Fund
Heartland Value Fund CGAU
Bull thesis on Centerra Gold Inc. from Heartland Value Fund
Meridian Contrarian Fund APA
Bull thesis on APA Corp. from Meridian Contrarian Fund
Ariel Focus Fund APA
Bull thesis on APA Corporation from Ariel Focus Fund
Equity Management Associates LGC.V
Bull thesis on Lavras Gold Corp. from Equity Management Associates
Citadel Value Fund NOV
Bull thesis on NOV Inc from Citadel Value Fund
The London Company Large Cap CVX
Bull thesis on Chevron Corporation from The London Company Large Cap
Blue Tower Asset Management – PBR
Bull thesis on Petróleo Brasileiro S.A. – Petrobras from Blue Tower Asset Management
Blue Tower Asset Management SM
Bull thesis on SM Energy Company from Blue Tower Asset Management
Blue Tower Asset Management PBR
Bull thesis on Petróleo Brasileiro S.A. – Petrobras from Blue Tower Asset Management
Hotchkis & Wiley Mid-Cap Value Fund KOS
Bull thesis on Kosmos Energy Ltd. from Hotchkis & Wiley Mid-Cap Value Fund
Cullen Enhanced Equity Income Fund COP
Bull thesis on ConocoPhillips from Cullen Enhanced Equity Income Fund
Hotchkis & Wiley Mid-Cap Value Fund KOS
Bull thesis on Kosmos Energy Ltd. from Hotchkis & Wiley Mid-Cap Value Fund
Ariel Focus Fund APA
Bull thesis on APA Corporation from Ariel Focus Fund
Old West Capital Management NGEX.TO
Bull thesis on NGEx Minerals Ltd from Old West Capital Management
Old West Capital Management FILO.TO
Bull thesis on Filo Corp from Old West Capital Management
EQUAM Global Value Fund 2022 Q3 (TGS NO)
Pitch Summary: TGS, which offers seismic services for oil exploration, has quadrupled sales of its image libraries (late sales) and almost doubled its ebitda to $300m in the first half alone. Despite these exceptional results, it accumulated a 5% drop in the second quarter. BSD Analysis: TGS ASA enters 2026 as the preeminent provider of […]
Aegis Value Fund 2025 Q4 (CYL AU)
Pitch Summary: Across the globe in Australia, Catalyst Metals has been successfully consolidating Western Australia’s 40 km Plutonic Gold Belt, in the process transforming itself into a stable 100,000 oz per annum producer, having most recently purchased the Old Highway gold deposit from Sandfire Resources. The company has also delivered strong exploration success, with discovery […]
Beacon Minerals: The Cheapest Australian Gold StockBeacon Minerals – BCN.AX
Pitch Summary: Beacon Minerals is positioned for significant upside due to its strategic location in Western Australia’s Tier 1 mining jurisdiction, which offers political and legal stability, world-class infrastructure, and a skilled workforce. Despite current negative gross margins and high costs, the company is expanding its plant capacity and improving ore grades, which should enhance […]
Dateline Resources Limited (DTREF) – Johhnywalker
Pitch Summary: @johhnyWalkerAZ delivers a realism check on Dateline Resources, focusing less on geology and more on capital structure. He acknowledges the market’s enthusiasm around the Colosseum Project and reported high-grade gold and rare earth intercepts, but argues the 3.5 billion share float is a major constraint on upside. The thread walks through simple market-cap […]
