Took a while to liquidate Summit.
Sold $SUM.V and booking a profit of ~150% on the initial Eagle Royalties investment.
Using the money to add to Clean Seed Capital and average up here at 10 cents.
I expect $CSX-H.TO to uplist to the Venture in January. In the meantime, they lay…
Today’s deal with Summit is a good outcome for Eagle Royalties shareholders and it came together quickly. Outside of the Banyan royalties, everything else inside $ER.CN was marginal junk.
Holding for now, but expect to sell into the coming liquidity with at least a double.
Famous last words, but $ASTL.TO looks compelling down at $6. You're getting billions in irreplaceable assets and a government backstop.
Algoma steel is very supportive of today’s announcement by @MarkJCarney. In particular we welcome the measures that will encourage greater domestic use of Canadian steel and aid our ability to provide our product across the country. #ASTL #CanadianSteel #OntarioMade
Clean Seed Capital. Sales numbers in Q1 will validate the business and balance sheet restructurings have worked.
Winning the small-cap game isn’t luck.
It’s ruthless selectivity.
Pass on 99 tickers
Lock in when management’s obsessed with execution, insider buys stack up, and the numbers keep improving.
Evidence, not hype, is how you get paid.
The $GROY debenture conversion added
23,288,896 shares that are now controlled by a company director, diluting Tether’s stake by almost 15% in the process.
First thing: Hook this chart into my veins.
Second thing: $GROY debentures and warrants are so deep in the money I’d argue the pro-forma market cap is closer to $1.1B.
That pro-forma MC complicates a Tether-backed takeover of $GROY unless they move relatively quickly.
If anyone is interested:
My updated mining Royalty/Streaming and Generator list (order by MCap) ex OG. Missing any important cos?
Shoehorned DC-A into the generators.