Predictions
Gildan Activewear Inc.
Start price
Target price
Perf. (%)
€28.60
04.08.23
04.08.23
€33.56
04.08.24
04.08.24
13.25%
14.05.24
14.05.24
Gildan Activewear Inc.
Start price
Target price
Perf. (%)
€28.60
04.08.23
04.08.23
€36.28
04.08.24
04.08.24
13.25%
14.05.24
14.05.24
Gildan Activewear Inc.
Start price
Target price
Perf. (%)
€28.60
04.08.23
04.08.23
-
04.08.24
04.08.24
13.25%
14.05.24
14.05.24
Pan American Silver Corp.
Start price
Target price
Perf. (%)
€14.84
26.07.23
26.07.23
-
26.07.24
26.07.24
30.14%
15.05.24
15.05.24
Pan American Silver Corp.
Start price
Target price
Perf. (%)
€14.84
26.07.23
26.07.23
-
26.07.24
26.07.24
30.14%
15.05.24
15.05.24
Pan American Silver Corp.
Start price
Target price
Perf. (%)
€14.49
24.07.23
24.07.23
€24.38
24.07.24
24.07.24
33.33%
15.05.24
15.05.24
Canopy Growth Corp
Start price
Target price
Perf. (%)
€0.44
08.07.23
08.07.23
€1.00
08.07.24
08.07.24
6.71%
19.12.23
19.12.23
Lower EBIT Margin than peer group
High valuation
Very low/no dividend yield expected
Risky balance sheet
Pan American Silver Corp.
Start price
Target price
Perf. (%)
€13.53
04.07.23
04.07.23
€20.00
04.07.26
04.07.26
42.74%
15.05.24
15.05.24
Could be very worthwhile Investment >20% year
Some uniques
Top 10 in its market
No Innovation
Pan American Silver Corp.
Start price
Target price
Perf. (%)
€13.35
01.07.23
01.07.23
-
01.07.24
01.07.24
44.67%
15.05.24
15.05.24
Pan American Silver Corp.
Start price
Target price
Perf. (%)
€13.20
30.06.23
30.06.23
-
30.06.24
30.06.24
46.31%
15.05.24
15.05.24
Pan American Silver Corp.
Start price
Target price
Perf. (%)
€12.93
28.06.23
28.06.23
-
28.06.24
28.06.24
49.42%
15.05.24
15.05.24
Ballard Power Systems Inc.
Start price
Target price
Perf. (%)
€4.88
14.06.23
14.06.23
€5.00
14.06.24
14.06.24
-40.16%
02.03.24
02.03.24
Very capable Management
Good culture
Sustainability is very important
Stable Large shareholder and/or long term investor
Ballard Power Systems Inc.
Start price
Target price
Perf. (%)
€4.60
12.06.23
12.06.23
€4.00
12.06.24
12.06.24
-37.36%
15.05.24
15.05.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Descartes Sys Grp Inc.
Start price
Target price
Perf. (%)
€71.40
01.06.23
01.06.23
€84.51
01.06.24
01.06.24
25.56%
15.05.24
15.05.24
Ballard Power Systems Inc.
Start price
Target price
Perf. (%)
€3.96
30.05.23
30.05.23
-
30.12.26
30.12.26
-27.28%
15.05.24
15.05.24
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
Capable Management
High valuation
Pan American Silver Corp.
Start price
Target price
Perf. (%)
€14.25
25.05.23
25.05.23
-
25.05.24
25.05.24
35.58%
15.05.24
15.05.24
Pan American Silver Corp.
Start price
Target price
Perf. (%)
€14.49
23.05.23
23.05.23
-
23.05.24
23.05.24
33.33%
15.05.24
15.05.24
Ritchie Bros Auctioneers
Start price
Target price
Perf. (%)
€50.00
18.05.23
18.05.23
€56.64
18.05.24
18.05.24
4.84%
22.05.23
22.05.23