St Barbara Ltd (SBM AU): Synthetic Expert Call Transcript (04 Aug 2026)
St Barbara Ltd (ASX: SBM) is trading at a near 1:1 cash backing of A$509 million as of June 30, 2026, which effectively assigns a negative...
112 Views
Santa Barbara Gold | 3 August 2026
As promised, I am releasing my presentation, audio (to listen in the car), and transcript for download from my presentation at Weird Shit. This is...
Primer: St Barbara Ltd (SBM AU) - Apr 2026
St Barbara is at a pivotal juncture, transitioning from a gold producer with a diverse geographic footprint to a developer primarily focused on...
105 Views
EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
430 Views
Global Strategy: Opportunities Within Mobile Payments, Metals & Mining, and Utilities
We believe the secular mobile payments theme has room to run, and we expect related stocks to continue outperforming... see pages 2-4 for...
531 Views