Sign in

You're signed outSign in or to get full access.

Sid Rajeev

Research Analyst at Fundamental Research Corp

Sid Rajeev is Vice-President and Head of Research at Fundamental Research Corp, specializing in small- and micro-cap equity analysis across sectors such as energy, mining, real estate, and technology. He currently covers a wide range of companies including Blue Lagoon Resources, Skyharbour Resources, and Telson Resources, and manages the firm’s Top Picks list, which has been a significant contributor to strong third-party analyst performance rankings. Rajeev began his career after earning a B.Tech in Electronics Engineering from Cochin University of Science & Technology and an MBA (Finance) from the University of British Columbia, and he has worked at Fundamental Research Corp since at least 2017, progressing into leadership roles. A CFA Charterholder with additional studies in exploration and prospecting, he is recognized for his investment research, online education initiatives, and frequent media commentary; however, recent performance metrics such as a success rate of 0% and an average return of -38.31% have been reported on at least one public analyst rating platform.

Sid Rajeev's questions to Zepp Health (ZEPP) leadership

Question · Q3 2025

Sid Rajeev inquired about the supply constraints affecting the Helio Strap, the approximate percentage of total shipments accounted for by North America and the impact of tariffs, and the number of new product launches in Q3 and expected in Q4.

Answer

CFO Leon Deng explained that Helio Strap supply constraints were due to memory chip issues, long lead times, high consumer demand, and typhoon-related shipment delays, with improvements expected in Q4 and Q1. He confirmed North America accounts for 15%-20% of shipments, with tariff impact mitigated by a dual-sourcing strategy from Vietnam. For Q3, only the T-Rex 3 Pro (48mm version) was a new launch, while Helio Strap and Balance 2, launched in Q2, continued sales. The T-Rex 3 Pro (44mm version) launched in Q4, with other Q4 products undisclosed.

Ask follow-up questions

Fintool

Fintool can predict Zepp Health logo ZEPP's earnings beat/miss a week before the call

Sid Rajeev's questions to Golden Minerals (AUMN) leadership

Question · Q3 2022

Sid Rajeev from Fundamental Research Corp asked about the timeline for a production decision at Velardeña, the potential speed of ramp-up, and the estimated CapEx for the new BIOX plant. He also inquired about plans for a PEA following the Yoquivo maiden resource and the status of a resource update for Sarita Este.

Answer

President & CEO Warren Rehn projected a production decision for Velardeña by mid-2023, contingent on ore sorting test results. He stated production could start immediately post-decision, with the BIOX plant requiring about a year to build at an estimated cost of around $10 million, subject to inflation. Mr. Rehn confirmed plans to move directly to a PEA for Yoquivo after its Q1 resource release and noted that a resource for Sarita Este is likely next year but not imminent.

Ask follow-up questions

Fintool

Fintool can predict Golden Minerals logo AUMN's earnings beat/miss a week before the call

Question · Q2 2022

Sid Rajeev from Fundamental Research Corp. asked for guidance on cash costs for the second half of the year, a breakdown of Q2 cost increases between macro and project-specific factors, preliminary estimates for the upcoming Yoquivo resource, and an updated production timeline for Velardena.

Answer

President and CEO Warren Rehn projected cash costs would decrease from Q2 levels. CFO Julie Weedman noted that while separating inflationary impacts is difficult, the primary driver for higher Q2 cash costs was lower ore grade. COO John Galassini estimated a three-to-six-month delay for the Velardena restart as the company evaluates alternative mining methods and ore sorting to address dilution.

Ask follow-up questions

Fintool

Fintool can write a report on Golden Minerals logo AUMN's next earnings in your company's style and formatting