Professional
Added to YB: 2026-07-27
Pitch date: 2026-07-23
CERT.V [bullish]
Cerrado Gold Inc.
+49.72%
current return
Author Info
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Company Info
Cerrado Gold Inc. operates as a gold mining and exploration company in Argentina and Canada. The company also explores for zinc, copper, lead, tin, silver, gold, iron, and vanadium deposits.
Market Cap
CAD 254.3M
Pitch Price
CAD 1.77
Price Target
3.50 (+32%)
Dividend
N/A
EV/EBITDA
3.54
P/E
63.05
EV/Sales
1.43
Sector
Metals and Mining
Category
value
Cerrado Gold – Underappreciated Growth Profile; Substantial Valuation Disconnect
CERT.V: Argentina gold producer (MDN ~55Kozpa, unhedged) w/ 2 dev assets: Lagoa Salgada VMS (Portugal, 2029) & Mont Sorcier iron ore (Quebec, 2031), driving ~300KozpaAuEq. 70% capex via low-cost UKEF financing = minimal dilution. Trades ~2x 2026E OCF vs 3.4x peers, 0.19x NAV (zero dev value). PT C$3.50, 100% upside. Risks: Portugal permitting.
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