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CGAU · Centerra Gold $22.91 +0.16 (+0.70%) 2026-SEP-18 12:48 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA1 mention
2025-DEC-04 · Paulo Macro · Paulo Macro (Substack, paid) · Neutralmention · read ↗ · source page ↗$13.04

In short: Alignment reference: owns 10% of Surge and originally held the Berg asset via subsidiary Thompson Creek Metals (Centerra bought TCM for $1.1bn in 2016); also seeded SURG's 2020 formation with $8mn. Cited as an aligned holder/pedigree, not a stance.

SOD $13.04

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.