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.
3iQ Bitcoin fund can be converted into ETF
Given the MER difference this seems like an obvious conversion if you hold anything QBTC in a registered account.