John Rubino's Substack

John Rubino's Substack

Share this post

John Rubino's Substack
John Rubino's Substack
Portfolio Stock Update: Good News That's Even Better Than It Looks
Copy link
Facebook
Email
Notes
More

Portfolio Stock Update: Good News That's Even Better Than It Looks

John Rubino's avatar
John Rubino
Apr 19, 2024
∙ Paid
21

Share this post

John Rubino's Substack
John Rubino's Substack
Portfolio Stock Update: Good News That's Even Better Than It Looks
Copy link
Facebook
Email
Notes
More
12
1
Share

With a gold/silver producer that’s just getting started, you want operating trends to improve as the mine, mill, and related systems hit their stride. And then you want that efficiency and productivity to be sustained, allowing the company to return some of the resulting cash flow to shareholders.

One of our portfolio companies just released that kind of report, with improving operations that should translate into rising cash flow. But this report is even better than it looks.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 John Rubino
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More