Jeff Christian, managing partner at the CPM group, calls for a recession by 2024, which will be accompanied by higher metals prices and a strong US dollar. This is the definition of stagflation. “Supply tends to be less responsive to interest rate changes, so the Fed can try to quell demand and cool inflationary pressure, […]
The management discussion and analysis outlines why the position was sold even though Senvest still believes in the underlying technology.
The thesis here is that in the next 540 days Equinox Gold will fully resolve the disputes that had closed the Los Filos mine and crushed the share price
Network effect + basic supply and demand fundamentals = second quarter profit of US$10.2-billion with more to come.
There are benefits to having a CEO who must see a lot of deals, but there are also legitimate questions to be asked.
Ending up with a less than half of the combined company is a lot of dilution for a cash pile of unknown size and an NYSE listing.