| Account | Shares | Price | Value | % of acct | Cost/sh | Gain $ | Gain % | Target |
|---|---|---|---|---|---|---|---|---|
| 401K | 380 | $38.13 | $14,489 | 0.59% | $28.87 | $3,519 | +32.1% | — |
In short: Named only as the acquirer of G2 Goldfields at ~$600/oz in the ground — "good, smart, strategic M&A in their backyard."
25:17And we had G Mining buy G2 Goldfields for like $600 US per ounce in the ground. And both of those companies were applauded for those deals. Good, smart, strategic M&A in their backyard, synergies, all the works. So, I've got a group of companies trading between 30 and 100. The big mining companies just paid 600 and nobody fired them.
In short: Buy, C$61 target (+49.5% from C$40.80) — 0.6× P/NAV growth developer discounting only $2,916 gold levered.
In short: Praised its G2 Goldfields takeover — a 70% premium that was still accretive per share; "an amazing circumstance."
Rule praises G Mining for its takeover of G2 Goldfields. The remarkable part: it paid a 70% premium over G2's market price and the deal still added value per share for G Mining's existing owners — meaning the asset was so good (and the buyer's own stock so richly valued) that even overpaying made shareholders better off. He calls it "an amazing circumstance."
7:00They're every two weeks buying these gold stocks and they're buying the bigger ones more rapidly than the smaller ones. So you're seeing strategic acquisitions and you're seeing tactical acquisitions. We're right here in the middle of it. There was a recent acquisition which I think you and I talked about where G mining took over G2 mining.
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