Good morning my dears,
During the championship, Juan still took the time to go on a short trip to Canada.
Today he wants to show you a different kind of company.
"Investing in the commodities mega trend"
Many of you may find gold too boring, but then again investing in a mine or explorer is too risky.
That's why dear Juan has
Sprott $SII (+6,19%)
was found.
As always, we look forward to your comments and opinions.
What do you think of this way of working with raw materials?
My dears,
In order to find the real turnover rockets with the potential to multiply the share price over the next few years, I keep sending dear Juan on trips. And today he took a short trip to Canada.
Dear ones, anyone looking for shares with the potential to multiply their share price over the next few years should focus on companies with strong sales growth. Particularly in the medium to long term, strong sales growth is one of the absolute top drivers of a share price.
"In the last 6 weeks alone, assets under management have increased by 18%.
"The company is perfectly positioned to benefit from the current macro trends.
Sprott is one to watch now. It is an asset manager that specializes almost exclusively in precious metals such as gold and critical commodities such as uranium. Its flagship products are closed-end funds that store physical metals (e.g. gold bars or uranium oxide) in vaults. This allows investors to invest in commodities without having to store them themselves. Sprott also grants loans to mining companies or participates directly in projects - often with very high potential returns.
Sprott is riding the commodities wave and is looking forward to new investments
Sprott Inc. (ISIN: CA8520662088) manages money for investors, primarily in commodities such as gold or uranium. Income is earned in the form of fees on the assets under management. The company was founded in 1981 and went public on the Canadian stock exchange in 2008. The shares have also been listed on the NYSE since 2011.
The results for Q4 2025 were presented on 19.02.2026. Turnover grew significantly by 58% to USD 61.7 million. Profit also increased significantly by 141% to USD 1.11. The good business was driven by rising commodity prices as well as new inflows into commodity ETFs and the resulting increase in assets under management.
The momentum on the commodities market meant that Sprott was able to report massive inflows of funds and record-high assets under management. The share reacted correspondingly strongly to the figures and was able to achieve price gains of over 30% in five trading days. The share also performed very well in the TraderFox growth check with 14/15 points.
Conclusion: Sprott is a clear beneficiary of the rise in commodity prices, leading to higher assets under management and additionally increasing interest in new investments. As long as further capital flows into precious metals and commodities, Sprott's business will also continue to grow. However, the dependency on market cycles and investor sentiment remains high.
Juan's conclusion - based only on the existing Sprott's key financial figures (2025-2028)
(Source: MarketScreener estimates, tab 848408979)
Sprott provides a clear picture: strong growth in sales, exploding free cash flow and an increasingly strong EBITDA margin. The company converts every additional dollar of revenue disproportionately into cash - a classic sign of quality.
The net debt turns deeply into net cashwhich massively strengthens the balance sheet and virtually eliminates risk. ROE is only visible for 2025, but already in solid double digits there.
In short: Sprott acts like a highly profitable cash generator with a clean balance sheet and increasing operational efficiency. The lack of EBIT/EPS data does not change the overall picture: financially very clean, fast-growing, cash-strong.
Market value 4,562
Number of shares (in thousands) 25,786
Date of publication 19.02.2026
Juan-Fazit - Valuation ratios (Finanzen.net data)
(Tab: Sprott estimates on finanzen.net )
From a valuation point of view, Sprott looks like a well-managed quality stock: The P/E ratio falls year after yearwhile the double-digit growth in earnings per share - a classic sign of "growth getting cheaper". The PEG remains attractively below 1before picking up in 2028, showing that growth is normalizing somewhat but remains solid.
The free cash flow increases stablyand the net financial liabilities are sliding deeper and deeper into net cash - a strong signal of financial strength and decreasing risk. Overall: Valuation becomes more favorable, cash flow stronger, balance sheet cleaner. Exactly the kind of setup Juan loves.
Performance
1 week -10.45 %
1 month -4.03 %
6 months +62.86 %
1 year +148.34 %
3 years +260.78 %
PRICE 109.40€ (29.04.2026 at 10:13 a.m.)
Sprott Investor Presentation March 2026
