Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LGC.V
STRONG SELLREMOVELavras Gold Corp. · Basic Materials · Canada · $99M · Avg Vol: $56K/d
Lavras Gold is a micro-cap gold exploration company that lacks the high ROIC, established cash flows, and structural economic moat required by our Terry Smith and Warren Buffett lenses. Gold exploration does not align with our high-conviction copper and critical minerals electrification theme, presenting an asymmetric risk to the downside with no near-term catalyst.
COMPANY DESCRIPTION
Lavras Gold Corp. is a Canadian exploration company focused on the realization of the LDS Gold Project in Rio Grande do Sul, southern Brazil. The project represents a consolidated, district-scale land package containing over 20 historic gold workings and multiple advanced targets. Lavras Gold's competitive moat is its control over an entire intrusive gold system, offering rare district-scale exploration potential in a mining-friendly Brazilian state.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 0 | 0 | 0 | 0 | — |
| EPS | -0.04 | -0.04 | -0.05 | -0.04 | — |
| Shares | 41M | 51M | 51M | 59M | +42.5% |
| Debt | 225,000 | 147,616 | 118,114 | 83,569 | -28.1% |
| Equity | 11M | 19M | 18M | 26M | 33.9% |
| Op CF | -939,106 | -1M | -2M | -2M | — |
| Inv CF | 4M | -4M | -5M | -6M | — |
| Fin CF | -51,858 | 10M | -50,450 | 10M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of LGC.V are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LGC.V | Lavras Gold Corp.(you) | $99M | 9 | STRONG SELL |
| SANU.CN | Sanu Gold Corp. | $92M | 10 | STRONG SELL |
| NCAU.V | Newcore Gold Ltd. | $116M | 8 | STRONG SELL |
| SOMA.V | Soma Gold Corp. | $78M | 8 | STRONG SELL |
| ONYX.V | Onyx Gold Corp. | $84M | 6 | STRONG SELL |
| OMI.L | Orosur Mining Inc. | $110M | 4 | STRONG SELL |
| AGC.CN | Avanti Gold Corp. | $85M | 4 | STRONG SELL |
| ABI.V | Abcourt Mines Inc. | $78M | 13 | STRONG SELL |
| KTO.V | K2 Gold Corporation | $130M | 13 | STRONG SELL |
| YARR.V | Pirate Gold Corp. | $73M | 5 | STRONG SELL |
Peer medians: ROE -12.4% · P/E 15.3x · Gross margin 0.0%