ATHRU CAPITAL
INVESTMENT PORTFOLIO THESIS RESEARCH
POSITIONS:34 / 34
NAV ALLOC:49.07%
PORTFOLIO R:R:+6.01x
✓ STOPS SAFE
⚙️ CMS Admin
← Back to Master Dashboard
⚠️ REVIEW OVERDUE (10/17/2026)
FWZ.V

Fireweed Metals Corp

TSX-V•Core Position•Strategic (12-36m)•Western Critical Minerals Security & Electrification
● ActiveLast Review: 9/17/2026
LIVE MARKET SNAPSHOT📈 Open Chart ↗
FAIR VALUE TARGET+8.3x R:R
$7.00
+66.7% Target Upside
Intrinsic value upon catalyst delivery
HARD INVALIDATION STOP
$2.00
-52.4% Downside Floor
Kill-switch thesis breach point
PORTFOLIO SIZING1.33% NAV
HARD STOP LOSS$2.00 (-33.3%)
TARGET 1 (DE-RISK)$4.90
TARGET 2 (BASE)$7.00
⚡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
ValidationMacpass & Mactung Integrated PEA / PFS

Unified economics across zinc and tungsten deposits.

12/31/2026● Pending

📝 DEEP RESEARCH MEMO & VALUATION MODEL

Aggregated Multi-Account Holdings: Total 4,000 shares worth €8,008.95 (1.33% NAV across Davy 148, Davy 270, Brokerage). Accounts Breakdown: Davy 148 (4,000 sh / €8,008.95).

📰 AUDIT STREAM & RESEARCH NOTES

No tracking notes or automated news logs recorded yet for this thesis.