In short: Exited via takeover — he owned it "since it was a private company" and it "got taken out" this year, freeing capital to redeploy. Cited as a realized win, not a live view.
42:32fortunately for me. I've had multiple takeouts. I had another one this year, Arizona Sonoran, that I owned since it was a private company, got taken out. So those are happy days for me, where I've got an exit and I can redeploy capital. There's a few things that I do. First thing would be on my initial check I limit it to about 1% of my net worth.
In short: Closed the position at a +137% gain after Hudbay agreed to buy it at a ~30% premium — the realized win that the new Yukon copper pick is meant to follow.
In short: Hudbay's ~30%-premium takeover target — the premium itself signals how scarce permitted US copper development has become.
In short: Another Nuton bio-heap-leach test site (Cactus project) where Rio refused to exercise its pro-rata rights — cited as evidence of Rio's cost-cutting retrenchment (alongside Jadar and the travel ban), not an asset problem.
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