Sell­ing IMA; sneaky insid­er trad­ing; Sam Zell on Gold; SOTW = ING; Sell­ing JBH and buy­ing VUK; thoughts on ANZ; why we use Op CF; pick­ing a bro­ker; thoughts on buy­backs and cap­i­tal restruc­tur­ing.
TRANSCRIPT

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Flying Under the Radar: Alex Passmore, CEO, NMG — QAV AU #932

  Episode Overview This week we sit down with Alex Pass­more, CEO of New Murchi­son Gold (NMG), the only stock that made our buy list this week. Alex walks us through the Crown Prince open pit oper­a­tion near Meekathar­ra, why NMG’s all-in sus­tain­ing costs look high…

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