Added to YB: 2025-11-21
Pitch date: 2025-11-20
CNC.V [bullish]
Canada Nickel Company Inc.
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
Company Info
Canada Nickel Company Inc., together with its subsidiaries, engages in the exploration, discovery, and development of nickel sulphide assets for electric vehicle, green energy, and stainless steel markets in Canada.
Market Cap
CAD 409.5M
Pitch Price
N/A
Price Target
7.97
Dividend
N/A
EV/EBITDA
-30.37
P/E
-12.69
EV/Sales
N/A
Sector
Metals and Mining
Category
value
The Next Big Nickel Story in North America
CNC.V: Crawford is Canada's 3rd largest Ni sulphide deposit w/ fed support & unified permitting (approvals <1yr out). Post-dilution NAV C$2.18B vs C$300M mkt cap. 1st quartile costs, low carbon = CBAM pricing premium in EU. Financing: EDC $680M, lender $500M, $800M tax credits. District 15x Crawford footprint adds optionality. PT C$7.97 (469% upside, 78% CAGR). Catalysts: permits, financing close, drilling
Read full article (10 min)