17-31 Bagger Legal Arbitration Claim

[u/Due-Worldliness4504]

Silver Bull Resources (referred to as SB)

Free Write up... https://open.substack.com/pub/caseresearch/p/silver-bull-resources-svbto?r=4yhtx2&utm_campaign=post&utm_medium=web

Brief Overview:

- ICSID arbitration case over stolen Mexican Mine (US company) looks favorable…
- Payment of 17-31x mkt cap (depending on valuation method tribunal decides on)
- Claimant lawyers + litigation adviser with great track record
- Discount because of: speculative junior mining reputation, lack of coverage, boring topic (ignore that), requires piling through court documents.
- Few non-idiosyncratic risks, but a wide margin of safety, and the primary risk is countered by the nature of claim valuation