Author calls Sotkamo Silver extremely undervalued because the market still treats it as a broken story after near-bankruptcy, and expects valuation to normalize if 2026 production and financing stay on track.
SOSI1.ST — LONG The author argues Sotkamo Silver (SOSI1) is extremely undervalued because the share price still reflects a near-bankruptcy in 2025 and has not rerated, even though the 2026 setup is better. The investment mechanism is that if production becomes consistent in 2026 and financing stays under control, the market can stop pricing it like a disaster case and valuation can normalize quickly. The main risk implied is production consistency and financing control, though no specific risk figures are stated.
If production becomes consistent in 2026 and financing stays under control, I think the market can stop pricing it like a disaster case and the valuation can normalize fast.