Calls
2
u/alexnvl
Reddit r/ValueInvesting
Win Rate
50.0%
return
-11.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 23
$5.70
+5.4%
The author argues Vault Minerals trades at a forward EV/EBITDA of 3.4 and a forward FCF yield around 7% assuming a $4,500/oz gold price, with a positive net cash balance of $470m. The author believes elevated gold prices are here to stay and sees serious upside if gold continues to appreciate, while providing diversification from AI and US tech stocks. The main risk is the dependence on the assumed gold price and production estimates.
Metals & Mining
Long
Feb 23
$7.57
-29.2%
The author argues Westgold Resources trades at a low single-digit forward EV/EBITDA of 3.8 and a forward FCF yield above 7% assuming a $4,500/oz gold price, with a positive net cash balance of $300m. The author believes elevated gold prices are here to stay and sees serious upside if gold continues to appreciate, while providing diversification from AI and US tech stocks. The main risk is the dependence on the assumed gold price and production estimates.
Metals & Mining
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u/alexnvl has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: WGX.AX, VAU.AX.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
