Added to YB: 2026-05-07
Pitch date: 2026-05-05
MOON.V [neutral]
Blue Moon Metals Inc.
+0.31%
current return
Author Info
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Company Info
Blue Moon Metals Inc. engages in the exploration and development of mineral resource properties in Norway and the United States.
Market Cap
CAD 881.4M
Pitch Price
CAD 9.60
Price Target
59.90 (+522%)
Dividend
N/A
EV/EBITDA
-20.48
P/E
-13.78
EV/Sales
N/A
Sector
Metals and Mining
Category
special_situation
Blue Moon Metals, Part 2: Nussir is funded, Springer is next, and the scenario tree just shifted
MOON.V (update): Hartree Partners paid C$9.06/share (+15% premium) Apr 22-24 to maintain stake via pre-emptive rights ahead of C$163M bought deal close May 6. Stock at $7.18. Scenario tree: bear $5 (10%), base $36 (45%), bull $72 (30%), moonshot $144 (15%). Prob-weighted EV $59.90 = 8.3x upside. Nussir funded, Springer next. Deep dive on financing waterfall, APT unit economics, Apex Ge-Ga content, dilution math, NAV.
Read full article (1 min)