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。
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