Im thinking maybe the Tribeca mob were able to get some face time with the potential buyers of DGR Solg stake?? (That is if DGR intends to sell it.)
I would think you dont get to be a super successful money manager by not knowing with a certain degree of accuracy where the value add is going to come from.
Also I think this thread title is mis-leading. I think Iron ridge are going to do the old swictharoo to lithium pretty soon.
"Ironridge switches focus to gold", page-13
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