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Oversold. Expanding an operation, and it's having teething problems. Appears that West African operations are firing on all cylinders, but concern with global investors about political instability. 

He can find what he wants in Tier 1 or strong Tier 2 deposits. Very small-cap exploration company. 

Mistakes in capital deployment were made about 3 years ago. Believes Turkiye mine will go into production, and cashflow will really change this company. Now using FCF to pay down debt rapidly. Either share price goes up, or company is taken over.

Most investors need some help investing in natural resources. Sprott is a brand name for natural resources, in physical trusts and in equities management. You get the same diversification as a mutual fund, except they pay you a dividend instead of you paying them a fee. That's pretty good math ;)  Yield is 2.87%.

Disclosure: he's a former employee and former director. He's a large shareholder, and may even be the largest one. But it's a stock he thinks every natural resource investor ought to own.

This one takes more courage. An absolute world-class, Tier 1 deposit. It's rare earths, and the market is bored of that and nervous about Brazil. If his thesis is right (and that'll take 3-4 years), stock's a legitimate potential 10-bagger. Takes a lot of patience and tolerance for volatility. (Price in AUD.) No dividend.

He likes deposits that are must-own in the future, and that are in the lowest cost-quartile worldwide and in the best quartile for ROIC.

Expectations around rare earths were too high, so now out of favour. Difficult to understand, and most investors want to feel instead of think. China produces them at lower cost than in the West, but the Chinese are less tolerant of environmental damage from extraction. So the Chinese costs are going to rise, which will make Western production (like MEI's) much cheaper.

Selling at a 50% discount to his assumed NAV. Primarily operates in Nigeria, second in Namibia. Likes Lundin family management (wonderful track record), and he's done business with them for almost 50 years. Aggressively returns cash to shareholders via dividends and share buybacks. Strengthening its balance sheet, reinvesting in the business. Yield is 3.53%.

The stock has been volatile, as all growth stocks have been recently. We think merchant customers and the company can adapt well enough. However, the consumer spending impact of tariffs remains a variable. Consumer confidence has dropped, and if tariffs induce inflation then business may certainly be negatively impacted overall. Silver linings might be valuation (better of course with the decline) and sentiment (market sentiment is so bad currently any good news could amplify moves). It remains a high Beta stock. Down 11% YTD, it has actually held up better than many others.
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We are not experts on Brazil, and it has certainly had some economic issues of late. Still, the Brazil market is nicely ahead of the US this year, and positive on the year. EWZ is up 10.17% YTD. Certainly for investors looking for country exposure we would be comfortable with this ETF, with $3.2B in assets, fees of 0.59% and an 8% yield currently. Brazil stocks are very cheap, at nearly half the valuation of the US market. There are still risks, but for a generalized country fund we would be OK with this as part of a diversification strategy for sophisticated investors looking for non-correlated assets from North America. We would not want to go beyond 5%. 
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Its stock decline is not unique in this market: most growth companies have been hit very very hard, in one of the sharpest sell-offs we have seen in some time. NVO is 19X earnings now, with a 2.90% dividend. The balance sheet is fine and good growth is still expected over the next two years. We would be comfortable owning this and riding out the current market malaise, which will end one of these days (weeks, or months).
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Clues on undervalued stocks: No analyst coverage

Look for companies that have absolutely no analyst research coverage. At times, this can be a red flag: maybe there is something at the company that analysts don’t like, so do not bother covering the company at all. But no coverage can also create opportunities. Owning a stock with no brokerage talking about it can often work out very well when they do start talking and promoting the company. It is surprising sometimes how little attention some companies get from the Street. IES Holdings Inc., for example, is a US$5 billion company in the electrical contracting business. Despite its stock being up 200 per cent in the past year and more than 20 per cent this year already, it has not a single analyst covering the stock. Zoomd Technologies Ltd. in Canada is much smaller, with its market cap at publication at about $85 million, but you would think that its more than 1,000 per cent gain in the past year might attract at least some attention. But no, not a single analyst.
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