Constellation's AI power thesis: nuclear scarcity meets data-center demand
A Constellation five-year double thesis focused on clean firm power scarcity, nuclear fleet value, data-center PPAs, regulation, and acquisition execution.
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Constellation Energy: nuclear scarcity in the AI power race
A Coverage Bootstrap Constellation Energy company evaluation covering nuclear fleet economics, clean firm power, data-center PPAs, regulation, fleet reliability, acquisitions, and valuation risk.
OpenAlamos Gold: the gold-price windfall meets a 20,000 tpd buildout
Alamos Gold is generating record cash flow in a high gold-price environment, but AGI is also asking investors to underwrite a capital-heavy Island Gold District expansion, a 2026 cost decline, hedge cleanup and a path toward materially higher Canadian producti
OpenAG: First Majestic's silver windfall now has to survive the cost test
First Majestic is producing real cash in a high silver and gold price tape. The decision point is whether costs, Mexico tax risk, resource conversion and Jerritt Canyon restart spending leave enough of that cash for shareholders.
OpenAgnico Eagle: the gold cash machine betting Detour and Finland can keep it fed
AEM just turned a high gold price into record free cash flow, a net-cash balance sheet, a bigger dividend, and 55.4 million ounces of gold reserves. The hook is what comes next: Detour Lake, Canadian Malartic/Odyssey and a Finland land grab have to keep the ou
OpenAllied Gold (AAUC) Coverage Bootstrap: pending Zijin cash arrangement and Africa gold operating fallback
Official-source baseline for Allied Gold using SEC submissions, SEC XBRL companyfacts, FY2025 Form 40-F, annual information form, MD&A, company-filed transaction materials, operating updates, interim filings, and peer filings.
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