ATHRU CAPITAL
INVESTMENT PORTFOLIO THESIS RESEARCH
POSITIONS:34 / 34
NAV ALLOC:49.07%
PORTFOLIO R:R:+6.01x
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⚠️ REVIEW OVERDUE (10/17/2026)
ABRA.V

AbraSilver Resource Corp

TSX-V•Core Position•Strategic (12-36m)•Precious Metals Monetary Supercycle & Silver Deficit
● ActiveLast Review: 9/17/2026
LIVE MARKET SNAPSHOT📈 Open Chart ↗
FAIR VALUE TARGET+6.7x R:R
$18.00
+66.7% Target Upside
Intrinsic value upon catalyst delivery
HARD INVALIDATION STOP
$6.00
-44.4% Downside Floor
Kill-switch thesis breach point
PORTFOLIO SIZING8.80% NAV
HARD STOP LOSS$6.00 (-33.3%)
TARGET 1 (DE-RISK)$12.60
TARGET 2 (BASE)$18.00
⚡CORE RE-RATE CATALYST

Fundamental catalyst validation, resource growth, or cash flow generation.

🚨KILL SWITCH & INVALIDATION CONDITIONS

Sustained thesis invalidation or structural asset impairment.

🎯 STRUCTURED VALIDATION CHECKPOINTS

0 / 1 Completed
1
ValidationDiablillos Feasibility Study Delivery

Definitive economic model update for JAC/Oculto.

11/30/2026● Pending

📝 DEEP RESEARCH MEMO & VALUATION MODEL

Aggregated Multi-Account Holdings: Total 6,700 shares worth €53,050.18 (8.8% NAV across Davy 148, Davy 270, Brokerage). Accounts Breakdown: Davy 148 (1,700 sh / €13,456.66) | Davy 270 (1,500 sh / €11,873.52) | Brokerage (3,500 sh / €27,720.00).

📰 AUDIT STREAM & RESEARCH NOTES

Manual Research NoteNews Summary
9/8/2026, 11:15:53 PM

Expecting Abra to be acquired before end of 2026 with target of 20-24 dollors Trying to add on weakness

Manual Research NoteNews Summary
9/8/2026, 11:15:15 PM

Expecting Abra to be acquired before end of 2026 with target of 20-24 dollors Trying to add on weakness

Manual Research NoteNews Summary
9/8/2026, 11:10:50 PM

Expecting Abra to be acquired before end of 2026 with target of 20-24 dollars. Trying to add on weakness.