In short: Fell ~18% this week on an A$40m raise; "did the future free cash flow go down? … it didn't bother me in the slightest bit." The stock then rose 6% and he thinks it has round-tripped the drop — "the Australians a little bit more savvy."
An Australian-listed silver company that dropped about 18% after raising A$40 million by selling new shares. His point: raising cash doesn't change how much money the mine will make in future, so a sharp drop like that is noise, not a reason to sell — and the stock soon recovered.
42:49I remember Andean Silver went down this week. They did a raise 40 million Australian and it went down like 18%. And everybody was, you know, crying and, oh, it's down. It's down. I'm like, did the free cash flow, did the future free cash flow go down? I mean, it didn't bother me in the slightest bit. And then here, the funniest thing was the Australians a little bit more savvy.
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