Added to YB: 2026-02-03
Pitch date: 2026-02-02
XAU.TO [bullish]
AuEx Ventures Inc
Author Info
Kreuzmann Investing is looking for the best opportunities in Small and Microcap companies around the world. Sign up for the newsletter.
Company Info
AuEx Ventures, Inc. engages in the acquisition, exploration, and development of precious metal properties.
Market Cap
CAD 283.6M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
-26.21
EV/Sales
N/A
Sector
Metals and Mining
Category
value
Goldmoney (XAU.TO)
XAU.TO: Digital precious metals platform at 4.5x P/E, $132M mkt cap. Exited loss-making Schiff biz 2023, refocused on storage (90% rev, earns 0.5% buy/sell spreads). Gold at ATH+40% since Q3 should drive strong trading rev next quarters. Cap allocation mixed: pivoted to UK RE ($105M at 6.83% cap rate, triple-net leases) vs returning cash, but retired 20% shares. SOTP $18-28/share (68-160% upside) vs $10.6 current. Illiquid, CEO owns 34.5%. Risk: may track rates not gold, declining AUM. Cigar butt play on earnings surprise.
Read full article (6 min)