There are benefits to having a CEO who must see a lot of deals, but there are also legitimate questions to be asked.
Fun with filings: Gold Royalty swallows Ely Gold
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.
A requiem for corporate radio
The effort, capital and innovative thinking required to capture more of a shrinking pie isn’t worth the effort for BCE or Rogers.
Using SPACs as a cash alternative: VM Hotels and asymmetric speculating
A short post on small position that illustrates asymmetrical outcomes.
Mid-year portfolio report is now live
I continue to benefit from buying early on distressed Ethereum, uranium and copper companies.
Repositioning the gold basket
Closed out a short position and swapped one Malartic royalty holder for another.