DDHLF News and Press, DDH1

2023-06-26 08:56:05 ET Summary It was just announced that DDH1 will be acquired by Perenti in a cash and stock deal, mostly in stock which could be to the benefit of DDH1 holders. DDH1 remains substantially undervalued at the implied price compared to similarly sized drilling cont...

Summary Major Drilling is the leading contractor in the mining drilling space, with particular strength in specialized core drilling in challenging physical conditions for senior miners. Topline and margins have been in rapid rise since 2018 although market sentiment remains blas&...

A consumer price hike was still somewhat expected, since rates have only just risen, but it accentuates the key issue of inflation expectations. If inflation doesn't seem to be curbed, the Fed is likely to more aggressively raise rates, at least for a while longer. Sentiment will ...

It's not a great idea to panic sell, that's for sure, but rebalancing could be wise since the sell-off has been indiscriminate. It's critical to think incrementally about your next purchases, don't be sucked in by sunk cost thinking. Consider that the economic ills concern the cre...

Bear markets happen when stocks get toppled from highs by 20% or more and can't seem to catch a break. Stocks have almost declined that much already in the US, and they could stay down there given the nature of the bear market. Inflation and interest rates being key investor conce...

Our portfolio has eclipsed all benchmarks both on a YoY and YTD basis with our contrarian, obscure stock and mid-cap approach with an exaggerated risk aversion. We discuss the logic behind our general style and why it is structurally advantaged against indices, and how it contributed ...

GLD is the best way to get exposure to gold spot prices on the US market. Right now, the price of gold has been holding despite a strong post-pandemic recovery likely in anticipation of troubles ahead. Our house view is that interest rates will rise meaningfully, and while that mi...