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To: bull_dozer who wrote (305629)	10/9/2024 2:41:39 PM
From: LoneClone	2 Recommendations Recommended By kidl ralfph Read Replies (1) \| Respond to of 313805

So now we where Paul Huet is landing after KRR was pulled out from under him. Uncle Eric Moneybags has installed him as the new guy running USA. He is going to have his work cut out for him, as USA has been a dog for many years. If he can turn it around it will be a huge feather in his cap, but I would say the odds remain long against him. LC

To: bull_dozer who wrote (305629)	10/25/2024 1:37:18 PM
From: bull_dozer	Read Replies (1) \| Respond to of 313805

Newmont $NEM realized >$2,500/oz on gold sales in 3Q Generated $2Bn EBITDA Let's add $200/oz on 1.7 MM oz for an additional $340MM and ignore royalties as well as divestitures So spot annualized EBITDA is ~$10 billion Enterprise value is >$70 billion Commodity at all time… — Yellow Lab Life Capital (@YellowLabLife) October 24, 2024