u/Top_Life_1012

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
100.0%
return
+35.4%
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 0%
30d 100%
90d 0%
Average Return +35.4% Long Return +35.4% Short Return -
Average Return
7d -4.9%
30d +6.7%
90d -1.8%
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Result
Result
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Side
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First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 13
$7.12
+35.4%
Undervalued nickel miner with US grants and Eagle Mine
The author argues Talon Metals is mispriced at only about a $200M market cap despite over $300M in US government grants (including $259M from the Department of Energy) and new revenue from acquiring the Eagle Mine and Humboldt Mill from Lundin Mining. He claims the company is the only active nickel mine in the United States and holds the high-grade Tamarack nickel-copper project, with plans to build a critical minerals processing site in Beulah, ND funded partly by $114M of DOE grant money. He states a low-end fair value of $10.00 versus a current price above $5.00.
Critical Minerals
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u/Top_Life_1012 has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: TLO.TO.

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