Franco-Nevada
Adrian Day said his strategy is to assess companies individually and buy stocks hit harder than their fundamentals warrant after poor news or developments 1. He said his firm added to Franco-Nevada after a report on the reopening and orderly closure of the Cobre Panama mine, arguing headlines overemphasised the closure and that Franco-Nevada fell sharply as a result 1. Trevor Hall reported that Franco-Nevada acquired 10 million shares of Kenorland Minerals for $22.2 million, giving it a 12.42% stake 2.
From the window to Oct 12, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
2 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Jeffrey Currie ++ 1 mention
- Adrian Day 1 mention
- David Lin 1 mention
- Fred Bell 1 mention
- Trevor Hall 1 mention
See what your own voices say about Franco-Nevada, every morning.
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