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PRO Top Ideas
Top Ideas are high-conviction long or short ideas focused on market mispricings with asymmetric risk/reward profiles.
Argex Titanium: A Rare Specialty Chemical 'Category-Killer'
- Titanium Dioxide is an established ($20 billion annual sales) commodity, used daily in thousands of applications.
- Argex’s October 2013 full-feasibility study is a true “category killer” - production costs are about ½ of competitors.
- Argex’s patented technology sources feedstock from low-cost, readily available ilmenite.
- Argex trades for just over a $100 million market cap, while its peers sell for billions..
Stellar Biotechnologies: Low Risk Biotech Provider With Significant Upside
- Stellar's main product (KLH) is involved in 20 active clinical trials.
- Studies include cures for cancer, Alzheimer's, arthritis and AIDS.
- Stellar's valuation is only $125 mm vs. peers valued in the billions.
- Solitario Exploration & Royalty: Think Zinc - Impending Shortage Could Lead To Big Gains
- Pope Resources: Vulnerable To A Housing Slowdown; Overpriced By 50%
- Wellgreen Platinum: A Gem Amongst The Rubble - Genuine '10-Bagger' Upside