Raging Capital Ventures on X
Despite my past skepticism, $GLW around its current $125 per share ($110 b cap) actually seems fairly compelling given the company’s scale, leading market position, and multi-year growth ramp.
Sector
Materials
Everything our editor has picked under this sector, best first.
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JabroniCoin.USD on X
Timna Tanners: We see limited impact from the aluminum tariff tweak $CENX https://t.co/B4tCNvsy5Z
JabroniCoin.USD on X
$ORLA might have miner issues? https://t.co/fyc91D3J81
GRLRF · long Greenland Resources INC
Greenland Resources, a Canadian-listed miner valued near US$140 million, is developing the Malmbjerg molybdenum project in eastern…
Tim Eriksen on X
Solid quarter by Monument Mining $MMY.V $MMTMF earned $22.65M or $0.07 per share. Has almost $101M or $0.30 per net cash. Trading at ~ 2x earnings net of cash. https://t.co/c56aqhOJuY
EGO · long Eldorado Gold CORP
Eldorado Gold (EGO) is a long-life gold and copper miner with a rare growth profile across precious and base metals.
CNR · long Core Natural Resources INC
Core Natural Resources is a US metallurgical and thermal coal producer formed in January 2025 through the merger of CONSOL Energy and Arch…
AEM · long Agnico Eagle Mines LTD
GPK · long Graphic Packaging Holding CO
Graphic Packaging (GPK) is pitched as a long with $22 fair value, implying roughly 100% upside, based on its low-cost paper-based packaging…
HWKN · short Hawkins INC
Hawkins (HWKN) faces margin pressure as cost increases and municipal budget constraints weigh on its water-chemical distribution business.
RGLD · long Royal Gold INC
Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.
the chemours inc.
Chemours (CC) is presented as a long investment in its three-segment specialty chemicals business.
Porter Collins on X
We have a free Substack follow up on $GLASF today. The stock is up 50% from our November report. Positive and negative feedback welcome. https://t.co/VaO0Pe4iV9
Metals Royalty Company INC
Metals Royalty Company, a U.S.-focused critical-minerals royalty platform, direct-listed on Nasdaq in April 2026 and holds royalty and…
Solstice Advanced Mtrils INC
Vidrala
Vidrala has grown from a Spanish glass-container maker into a multi-country packaging platform with expanding Latin American exposure.
ToffCap on X
For those involved, Comstock's $LODE CEO buying 'the dip' https://t.co/U9inTYkhnV
Silgan
Silgan’s long thesis rests on roughly 10% historical EPS growth and a potential rerating as its end-market exposure evolves.
Perpetua Resources CORP
Perpetua Resources (PPTA) is a development-stage gold mining project.
Cabot CORP
Cabot’s short case targets a market pricing FY26 EPS of $6.00–$6.50 as trough earnings and assigning value to its battery-materials…
ToffCap on X
If you're in the 'SoH closed / oil higher for longer' camp, just know that it will be a PERFECT environment for the spec chems disributors. And they are just starting to rebound from pretty low levels. $BNR $IMCD $AZE
Nippon Carbon (TYO 5302): A 120 Year Old $350 Million Japanese Carbon Manufacturer Trading at 1x Book, Net Cash, and 4.2% Dividend with a Growing Aerospace Materials Division (JV with GE / Safran)
Nippon Carbon trades at 1x book with net cash and a 4.2% dividend while expanding aerospace materials through GE/Safran joint ventures.
catechwilliams on X
$ACA Levered roll-up (4x levered) hodgepodge of low-quality cap intensive commodity businesses w struggling end-markets (sub-scale aggregates, building products, ag). Negative organic growth w unrealistic guidance. Forced to sell an asset to avoid covenant breach. 30x P/E
Purecycle and the good money after bad decision...
PureCycle’s largest shareholder, Sylebra Capital, keeps financing its delayed, over-budget plastic-recycling plant despite covenant…
