{"id":24034,"date":"2022-01-18T11:58:53","date_gmt":"2022-01-18T16:58:53","guid":{"rendered":"https:\/\/capital10x.com\/old\/?p=24034"},"modified":"2022-01-18T13:02:10","modified_gmt":"2022-01-18T18:02:10","slug":"capital-10x-growth-navigator-january-18th-2022","status":"publish","type":"post","link":"https:\/\/capital10x.com\/old\/capital-10x-growth-navigator-january-18th-2022\/","title":{"rendered":"Capital 10X Growth Navigator – January 18th 2022"},"content":{"rendered":"

Commodities<\/h1>\n

Energy & Mining<\/h2>\n

Commodity cyclicals are off to a very strong start to begin the year.\u00a0 Energy has been the strongest performing category, with natural gas up 15% year-to-date and oil up 13%.<\/p>\n

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The strong start for the commodities has translated to strong returns for the commodity producers. Oil & Gas exploration and production stocks are up 16% year-to-date, while copper mining stocks are up 8%.<\/p>\n

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In our December report “Copper Miners on Discount<\/a>” we highlighted that base metal mining stocks are cheap relative to history on a valuation basis (EV\/EBITDA).<\/p>\n

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Within the sector small cap copper miners offer the best value; Sierra Metals (NYSE:SMTS, TSX:SMT) and Hudbay Minerals (TSX:HBM) are two copper miners that screen deep value relative to their small\/mid cap copper peers.<\/p>\n

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Psychedelics<\/h1>\n

Mindset Pharma’s Groundbreaking Psychedelics Endorsement from Big Pharma<\/h2>\n

Japanese based Otsuka Pharmaceuticals, one of the worlds largest pharmaceutical companies ($20B market cap, $13B sales), announced earlier this month a groundbreaking partnership and strategic investment in Mindset Pharma<\/a> (CSE:MSET).\u00a0 This is a very significant deal for the industry as it marks the first endorsement from big pharma on 2nd generation psychedelic drug development.<\/p>\n

The McQuade Center for Strategic Research an Development, LLC (MSRD), a member of the global Otsuka family of pharmaceutical companies, and Mindset\u00a0 announced a collaboration that will support the development of psychedelic medicines.<\/p>\n

We sat down with James Lanthier, CEO of Mindset Pharma to shed some colour on the deal; he speaks to the importance of the partnership to Mindset and the psychedelics industry; the non-dilutive financials terms and R&D sponsorship and also company catalysts for 2022.<\/p>\n