Daily Ideas·Analysis·VNP·2026年2月8日

(•‿-) THE HUNT FOR ALPHA – MY TOP 25 FAVORITES OF THE YEAR IN CHECK

PPinvest
Substack

5N Plus is benefiting from geopolitics and the semiconductor industry. The US Pentagon awarded the company $18 million to secure the supply of germanium. The company is expanding its capacities and benefiting from the “friendshoring” trend. Analysts have raised their price targets to CAD 30 and more.

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