Letters by company
AngloGold Ashanti PLC
2 letters discussing AU. Everything written about it on this site is on its ticker page.
- Fairtree Asset Management Fairtree SA Equity Prescient Fund Q2 2026 commentary Fairtree SA Equity Prescient Fund added to Gold Fields, Impala, Sasol, Northam and AngloGold after weakness, maintaining its long-term precious-metals thesis. It expects softer, steadier oil prices to improve South Africa’s inflation outlook and support financial conditions, while retaining liquidity for volatile markets. Q2 2026 AU $48BGFI $32BIMPUY $9.8B
- Horizon Kinetics 4th Quarter Commentary Texas Pacific Land anchors the commentary’s case that Delaware Basin land, water and disposal infrastructure gain strategic value as AI data centers require dedicated power and cooling. The firm contrasts the capital burden and obsolescence risk facing chip buyers with royalty and exchange businesses that collect fees with limited capital at risk. 4th Quarter 2025 TPL $24BAMG $9.8BATUSF $2.8B
