Why I sold OB pick for 26 SVM
Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite higher silver prices.
Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite higher silver prices.
Funny to look back and see that my initial take on the $NLOP spinoff was negative. If anything, initial revulsion indicates that a spin might have a substantial edge - particularly if lots of stock is put in the hands of weak holders and forced sellers, as occurred with NLOP.
Jorey is sizing up ahead of what mgmt has called a "hockey stick" 2H on the back of production orders scaling on at least two key PORs. $MOB https://t.co/5qF3GZFcFZ
Looks like the small cap sage Jorey Chernett has filed on $MOB. He is long term, buys in size, and will rattle cages if needed. Fantastic endorsement.
Distribution Solutions Group $DSGR to be taken private at $35/share. Nice pop from the initial $29.50 proposal 4 months ago. https://t.co/oDd6tveToR
@Merridew__ $SOXL down 52% $KORU down 69% Nature is healing.
@VolteFaceInvest $CBL is even more egregious than $SPG. At least SPG has the best tier of malls.
Rick Rubin interviews Angel Studio’s $ANGX founder Jeff Harmon. Angel has a fascinating crowd-sourced business model focused on creating family friendly content. I haven’t looked at the stock yet, but I’m rooting for their mission - there is a huge, wide open market! https://t.co/qUAfZit1fR
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