u/NicRapt

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
1
Win Rate
100.0%
return
+7.3%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d
30d
90d
Average Return +7.3% Long Return +7.3% Short Return -
Average Return
7d
30d
90d
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Thesis
Theme
Source
Long
Jan 17
$43.60
+7.3%
Low P/E, EU gallium monopoly, growth targets
The author argues Metlen Energy & Metals trades at a low P/E (~9.5) versus peers while generating over €1B EBITDA and aiming for €2B by 2030, with a 3.5% dividend and low debt. The key catalyst is EU approval of €90M investment making Metlen Europe's only gallium producer, a critical metal for AI chips and defense. The author frames the question of whether the 'Greek discount' persists after the London listing as the main uncertainty.
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u/NicRapt has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: MTLN.L.

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