Added to YB: 2026-07-17
Pitch date: 2026-07-13
BMM [bullish]
Blue Moon Metals Inc.
-11.41%
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 943.6M
Pitch Price
CAD 6.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
-13.02
P/E
-8.68
EV/Sales
N/A
Sector
Metals and Mining
Category
special_situation
Shawarma Capital Portfolio Update: July 11, 2026 - Blue Moon Metals Inc.
BMM (added to position): Flat, sitting on cost basis post-consolidation. Springer (Nevada) only permitted US-domiciled ammonium paratungstate hub; Nussir (Norway) has EU Critical Raw Materials strategic designation. ~20% of book, still building to target. Prob-weighted EV vs $6.50 keeps asymmetry wide.
Read full article (1 min)