Taking a look at recent news from from Sailfish Royalty and Electric Royalties. The opportunity set awaiting Peter Marrone.
2023 trades thus far
My public watchlist and trades thus far.
My three favourite Ali fights
Muhammad Ali would have turned 81 this week. That’s a good excuse to watch my three favourite Ali fights.
Everyone hates Peter Zeihan
Nobody should be taking anything they hear on a Joe Rogan podcast too seriously. That said, Zeihan seems to have gotten the important stuff right.
Royalty Report: Check the OR
I really wanted to like CEO Sandeep Singh and his plan to close the valuation gap with Franco, Royal Gold and Wheaton by buying back shares and streamlining assets.
Privatization Situation: Canaccord
Sacha at Divestor breaks down the Canaccord privatization proposal by management, including a detailed look at the balance sheet and where the value may be hiding