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To: Sultan who wrote (10065)8/13/2025 8:06:18 AM
From: sixty2nds1 Recommendation

Recommended By
Sun Tzu

  Read Replies (1) | Respond to of 10768
 
EQX...

IMO

I like the Calibre merger.

Greg Smith did a very nice job putting together the EQX portfolio.
The new CEO Darren Hall ex Calibre CEO is an Operations guy.
M and A and Operations are 2 distinct skill sets.
It is uncommon to have the 2 in 1 person.
Keep in mind...
a strong accounting background, one of Greg's strengths, tends to clash with operations.
Operations has been EQX's achilles heel.

I removed the snorkel and broke over BE 2 weeks ago.
We will see if the snorkel stays in the closet...

EQX reports today ATB.
CC tomorrow 9:30AM CST.

Cheers,
60



To: Sultan who wrote (10065)1/4/2026 12:23:25 PM
From: sixty2nds1 Recommendation

Recommended By
Sun Tzu

  Read Replies (1) | Respond to of 10768
 
Hello Sultan,

A LOT has happened since July with EQX and PM's including the recent CME margin raises.

Any new thoughts on EQX or PM's?

I am not adding
BUT
I'm not selling.

Cheers,
60