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.
The effort, capital and innovative thinking required to capture more of a shrinking pie isn’t worth the effort for BCE or Rogers.
A short post on small position that illustrates asymmetrical outcomes.
I continue to benefit from buying early on distressed Ethereum, uranium and copper companies.
Closed out a short position and swapped one Malartic royalty holder for another.