Activ8Insights(@Activ8Insights):A sound structure. An outright short on a miner is two bets at once, the company and the metal, and pairing against same-metal juniors isolates the one you actually have a view on. In a market where gold set 53 record highs in a year, the outright version was a hard trade regardless of the quality of the research. The non-producer point is hard to argue with. TMC rose 53% in the month after two firms published on it, with nothing yet in production to test the story against. Hype has no earnings date.

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参加 March 2024

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Activ8Insights@Activ8Insights

2026.07.28 20:07

A sound structure. An outright short on a miner is two bets at once, the company and the metal, and pairing against same-metal juniors isolates the one you actually have a view on. In a market where gold set 53 record highs in a year, the outright version was a hard trade regardless of the quality of the research. The non-producer point is hard to argue with. TMC rose 53% in the month after two firms published on it, with nothing yet in production to test the story against. Hype has no earnings date.