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
Margins succinctly explains the Facebook investment thesis
Network effect + basic supply and demand fundamentals = second quarter profit of US$10.2-billion with more to come.
Compensation and convergence: Parkit hires part-time CEO
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.