Consolidated Rock

Consolidated Rock

Weekend Notebook: Portfolio Updates

Orogen deal closes. Look-through value on Altius Minerals. One sale.

Sultan Ameerali's avatar
Sultan Ameerali
Jul 14, 2025
∙ Paid

In this issue …

  • Triple Flag-Orogen deal closes

  • Selling RMCO

  • Other portfolio updates

  • Interesting links

  • Travel plans

My plan is to get these out on Sunday mornings. Sorry for the delay, although I did shoot …

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 Sultan Ameerali · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture