Analyst View, page-3

thanks jid

hope it was a good holiday?

yeah i doubled down on the rsg knife yesterday when the bots were selling into the slow stochastic top out.

i like rsg for leverage but i think its far from the cleanest lookthrough on 2-3 yr basis - so im longer evn, edv.to, and equal weight pru

what i do think is in prospect if all works as i think though - is the proven production teams with a growth stage to be financed are going to be able to access 100% /majority debt funding at cheap cost to fund expansions that previously looked like big dilution events.

rsg would be a prime candidate where this would turn a potential distortion into a net postive to sp.

but too early to worry too much about that.

i think the smartest play is actually to go long US cost base gold producers at this point on a view USD starts to weaken in a few months - but rsg is about in the same boat because its margin is so thin