Spanish great moving to England after 14 years at Barça She has been impressed by vision of Michele Kang’s club Alexia Putellas has agreed personal terms with London City Lionesses. Widely regarded as one of the best players in the world, Putellas would be one of the biggest signings in the history of the Women’s Super League, with her arrival also representing an extraordinary moment for London C...
Spanish great moving to England after 14 years at Barça She has been impressed by vision of Michele Kang’s club Alexia Putellas has agreed personal terms with London City Lionesses. Widely regarded as one of the best players in the world, Putellas would be one of the biggest signings in the history of the Women’s Super League, with her arrival also representing an extraordinary moment for London City, an independently-run club who have spent only one season in the top flight of women’s football in England. Putellas left Barcelona last month upon the expiry of her contract with the club she represented for 14 years, a period in which she won 10 Liga F titles and four Champions League titles, as well as the World Cup with Spain in 2023 and twice being named a Ballon d’Or winner. The 32-year-old, who also captained Barça, wants to pursue a new challenge and has naturally attracted interest from most of the world’s wealthiest teams. She has been linked with a move to London City with multiple sources confirming she has agreed a contract with the club, who have made no secret of their grand ambitions under the ownership of the American businesswoman, Michele Kang. Continue reading...
Thaishutter_2528/iStock via Getty Images Thesis I recently covered Alamos Gold ( AGI ) and rated it a Strong Buy. I present Centerra Gold ( CGAU ) with the same motivation: if an investor is bullish on gold and copper, Centerra offers a 150% upside from current levels. Like my Alamos write-up, this stock is only for GOLD and copper bulls, who believe that current prices of the metals can be sustai...
Thaishutter_2528/iStock via Getty Images Thesis I recently covered Alamos Gold ( AGI ) and rated it a Strong Buy. I present Centerra Gold ( CGAU ) with the same motivation: if an investor is bullish on gold and copper, Centerra offers a 150% upside from current levels. Like my Alamos write-up, this stock is only for GOLD and copper bulls, who believe that current prices of the metals can be sustained. I highly recommend anyone interested in this article also read my Alamos write-up, since a lot of the valuation methodology is borrowed from there. As I will further show, at $4,500/oz gold and $6.00/lb copper, Mount Milligan ($3.6 billion) alone is worth more than Centerra's entire market cap ($3.04 billion), with the remaining mines pushing the total upside to more than double ($37) from current levels ($15). The bear case, assuming gold below $3,000/oz and copper below $4.50/lb, is already reflected in the current stock price, and thus the downside from here is pretty limited. I thus rate Centerra Gold a Strong Buy. Introduction Centerra Gold is a Toronto-based gold and copper miner, operating two mines: Mount Milligan in Canada and Öksüt in Turkey. It also has two gold mines under development, Goldfield in Nevada, expected to start producing by 2028, and Kemess in British Columbia, expected to start producing by 2030. The company also operates a Molybdenum Business Unit, consisting of Thompson Creek Mine in Idaho, currently being restarted, expected to produce starting mid-2027; the Endako Mine in British Columbia; and the Langeloth processing facility in Pennsylvania. Required History Mount Milligan mine, and all the molybdenum units in Centerra's portfolio, were previously owned by Thompson Creek Metals Company . In October 2010, Thompson obtained the Mount Milligan project, via the Terrane acquisition. This acquisition required financing, and thus Thompson entered into a Gold Stream Agreement with Royal Gold Inc. ( RGLD ), which allowed Royal Gold to purchase 52...
JHVEPhoto/iStock Editorial via Getty Images No Real Reason To Panic Broadcom Inc. ( AVGO ) has dropped by almost 20% since the date of its Q2 2026 earnings results publication. The stock price is currently approaching its 200-day moving average, having pulled most tech names down with it last week. TrendSpider Software, AVGO daily, notes added I've turned bullish again on AVGO when it dropped in F...
JHVEPhoto/iStock Editorial via Getty Images No Real Reason To Panic Broadcom Inc. ( AVGO ) has dropped by almost 20% since the date of its Q2 2026 earnings results publication. The stock price is currently approaching its 200-day moving average, having pulled most tech names down with it last week. TrendSpider Software, AVGO daily, notes added I've turned bullish again on AVGO when it dropped in February this year, and then I reiterated my buy in mid-April . The stock was up by over 25% at some point after my April call, but now it is trading slightly below the price at publication. I'm not suggesting that the bearish repricing was totally unfair - the dip should have happened considering the messy guidance and the previous enthusiasm in the market that was pricing in AVGO's upside ahead of time. However, despite the current weakness, I'm still bullish on Broadcom's potential to scale and monetize its tech. The valuation reset has taken place, and it is a great time to consider adding to a position or buying AVGO for the first time on its current dip. Why Do I Think So? Whatever metric we take from the Q2 update, the firm's results would look outstanding, and it's not just about the headline numbers like sales and EPS, which beat the consensus estimates by 0.52% and 1.78%, respectively, according to Seeking Alpha . The Semiconductor Solutions segment went up by 79% YoY and amounted to ~$15 billion, with AI semis revenues hitting $10.8 billion (+143% YoY), which is ~49% of AVGO's consolidated revenues. On the bottom line, we saw an FCF of $10.26 billion, which is a 46% margin - that's a lot for any semis company, even close to the peak of its business cycle. If the key metrics were so good, why did the stock drop so much? It was all about guidance and initially sky-high expectations that took the hit once the management commented on what's coming next for AVGO. The upcoming quarter's AI revenues should be close to $16 billion (+200% YoY), but the Street was modeling ...
JHVEPhoto/iStock Editorial via Getty Images No Real Reason To Panic Broadcom Inc. ( AVGO ) has dropped by almost 20% since the date of its Q2 2026 earnings results publication. The stock price is currently approaching its 200-day moving average, having pulled most tech names down with it last week. TrendSpider Software, AVGO daily, notes added I've turned bullish again on AVGO when it dropped in F...
JHVEPhoto/iStock Editorial via Getty Images No Real Reason To Panic Broadcom Inc. ( AVGO ) has dropped by almost 20% since the date of its Q2 2026 earnings results publication. The stock price is currently approaching its 200-day moving average, having pulled most tech names down with it last week. TrendSpider Software, AVGO daily, notes added I've turned bullish again on AVGO when it dropped in February this year, and then I reiterated my buy in mid-April . The stock was up by over 25% at some point after my April call, but now it is trading slightly below the price at publication. I'm not suggesting that the bearish repricing was totally unfair - the dip should have happened considering the messy guidance and the previous enthusiasm in the market that was pricing in AVGO's upside ahead of time. However, despite the current weakness, I'm still bullish on Broadcom's potential to scale and monetize its tech. The valuation reset has taken place, and it is a great time to consider adding to a position or buying AVGO for the first time on its current dip. Why Do I Think So? Whatever metric we take from the Q2 update, the firm's results would look outstanding, and it's not just about the headline numbers like sales and EPS, which beat the consensus estimates by 0.52% and 1.78%, respectively, according to Seeking Alpha . The Semiconductor Solutions segment went up by 79% YoY and amounted to ~$15 billion, with AI semis revenues hitting $10.8 billion (+143% YoY), which is ~49% of AVGO's consolidated revenues. On the bottom line, we saw an FCF of $10.26 billion, which is a 46% margin - that's a lot for any semis company, even close to the peak of its business cycle. If the key metrics were so good, why did the stock drop so much? It was all about guidance and initially sky-high expectations that took the hit once the management commented on what's coming next for AVGO. The upcoming quarter's AI revenues should be close to $16 billion (+200% YoY), but the Street was modeling ...
The recent slide in crypto prices has created a unique market opportunity: One-half of the top 20 cryptocurrencies (by market cap) now trade for $1 or less. Of those, five are stablecoins , and five are highly speculative altcoins . For the sake of argument, let's ignore the stablecoins (which always trade for $1) and focus on the altcoins, which are capable of truly stratospheric gains. Image sou...
The recent slide in crypto prices has created a unique market opportunity: One-half of the top 20 cryptocurrencies (by market cap) now trade for $1 or less. Of those, five are stablecoins , and five are highly speculative altcoins . For the sake of argument, let's ignore the stablecoins (which always trade for $1) and focus on the altcoins, which are capable of truly stratospheric gains. Image source: Getty Images. Continue reading