Added to YB: 2025-05-20
Pitch date: 2025-05-20
GEO.TO [bullish]
Geodrill Limited
-27.09%
current return
Author Info
Company Info
Geodrill Limited, together with its subsidiaries, provides mineral exploration drilling services to the mining companies in West Africa, Egypt, Chile, and Peru.
Market Cap
CAD 81.6M
Pitch Price
CAD 3.47
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.40
P/E
-11.08
EV/Sales
0.43
Sector
Metals and Mining
Category
value
Two Q1 Outperformers I've Added to the Portfolio (#2)
GEO.TO (added to position): African gold/copper driller (98 rigs, 75% util) at sub-5x EV/EBIT, below CA$3.80 hard book/liquidation value. Bet on record gold prices; Q1 EPS US$0.12, guiding YoY growth. Expanding into S.America copper (potential biz doubling). 40% tax rate limits P/E cheapness. Catalyst: Q2 results + end of forced selling to break CAD3.
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