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CDB
Cordoba Minerals Corp.·Metals & Mining·Canada
Cordoba Minerals Corp. is a mineral exploration company focused on the acquisition, exploration, and development of copper and gold mining projects in Colombia. The company aims to create value throug...
1 Total1 External0 In-site
CDBCordoba Minerals Corp.
2026-04-06⛏️ Basic MaterialsLong
Externalby Racoon Capital Notebook · Substack
Racoon Capital Notebook on Cordoba Minerals Corp. (CDB)
主要经营地
CA
详细生意模式
铜金矿开发,哥伦比亚Alacrán项目已完成出售予Veritas+JCHX,$128M。
护城河
🔴弱：项目已出售,剩余Arizona资产不确定
估值水平
N/A(EBITDA负)
EV/Market Cap
EV $30.3M / MC $31.2M
网络观点
套利机会narrative:late 2025买入,2026因监管风险卖出,后buyer重新买入,March收到payment。非fundamental investment。
AI观点
Alacrán sale完成,arbitrage结束。未来依赖Arizona项目。micro-cap流动性差。非long-term investment,建议exit。