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
More Oroco
Collecting my private comments on why I wouldn’t buy because I must like the abuse.
There are better copper options than Oroco
Oroco is drilling out their Santo Tomas copper deposit on the border of Sinaloa and Chihuahua provinces, but it’s probably best known as the only mining stock owned by a prominent Youtuber.
Weekend Mining Notebook: Friday Night SEDAR dump
Bear Creek is probably screwed; A telegraphed 20% dividend?