Hey Investor, Welcome to Weekly Picks, where each week our analysts handpick their favorite Narratives. Narratives are a game-changing way for investors to make smarter decisions on their stocks. A narrative always has 3 parts: a story, a forecast and a fair value. You can create one yourself in 3 minutes or you can select one from our thriving community. This week’s picks cover: - 🚀 Why Rocket Lab sits at an important crossroads as its next rocket becomes central to the long-term story.
- ⛏️ How Excellon Resources could improve meaningfully if mine restarts progress and silver prices cooperate.
- 🏦 How Credit Corp Group is moving into a period of stabilisation, where steady execution may matter more than rapid growth.
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Early mover in a fast growing industry |
Rocket Lab already has a solid small-rocket business, but its bigger opportunity depends on successfully launching and scaling its next-generation Neutron rocket. If Neutron performs as planned the upside is meaningful, but delays are likely and could cause sharp share price swings along the way. |
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240% overvalued vs current price |
Based on ~30% p.a. revenue growth for 5 years |
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💡 Why we like it: It’s a clear-eyed take on a fast-moving story – excited about the long-term potential, but honest about the bumps along the way. The writing does a great job setting expectations, making this feel like a patient investor’s roadmap rather than a hype pitch. |
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A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!) |
Excellon’s story is about bringing a previously operating silver mine back into production, backed by strong partners and enough funding to move forward. If the restart goes smoothly and metal prices stay supportive, the company could be revalued well above levels that currently reflect doubt and caution. |
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~99% undervalued vs current price |
Based on $1.8B in revenue in 2030 | | |
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💡 Why we like it: This is a bold, high-conviction read that doesn’t shy away from extremes, but still walks the reader step by step through how a forgotten miner could matter again. The confidence, detail, and willingness to think big make it hard to ignore. |
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Moderation and Stabilisation: Fair price based on a 4-year cycle is $12.08 |
Credit Corp’s core debt-buying business is no longer shrinking but merely stabilising at a smaller post-COVID market size, while its consumer lending arm now drives most of the group’s earnings. With interest rates likely to ease and US operations improving, the company’s outlook is steady rather than high-growth, supporting a fair value closer to the mid-$12 range rather than today’s higher share price. |
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~10% overvalued vs current price |
Based on ~7% p.a. revenue growth for 5 years |
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💡 Why we like it: This is a refreshingly calm, cycle-aware read that resists the urge to force a bullish or bearish call. Instead, it patiently walks through what’s stabilising, what isn’t, and why “doing nothing” can sometimes be the most disciplined conclusion. |
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What's next?
1. 🔔 Know when to act: Set the narrative valuations as your own fair value to know when to buy, hold or sell the stock.
2. 🤔 Get answers: Ask the author any questions in the comments section. Feel free to like as well to support their work.
3. ✨ Discover more Narratives: There are hundreds of other insightful stock narratives on our Community page.
4. ✍️ Build an audience: Have your narrative seen by millions of investors, simply meet our Featuring criteria to go into the running! |
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| This email is from Simply Wall Street Pty Ltd
Level 5, 320 Pitt St Sydney 2000, NSW, Australia. Simply Wall St has no position in the company(s) mentioned. These narratives are general in nature and explore scenarios and estimates created by the authors. These narratives do not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company’s future performance and are exploratory in the ideas they cover. The fair value estimates are for informational purposes only and do not constitute a recommendation to buy or sell any stock. They do not take into account your objectives or financial situation. Note that the author’s analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this email/website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us. Privacy Policy Terms and Conditions
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