@paulomacro · Long MOON

And for all the assertions that mgmt are promotes… CEO has built and sold a mining company before (Adventus Mining). It’s not like these guys are crypto bros pivoting into Vancouver junior mining pumps. They have at least some track record. Disclosure: no position in Moon

Hank Ruehl@HankRuehl

May make a more detailed post soon (disclaimer: I own Blue Moon, this isn’t investment advice) but FWIW, here are some quick reactions: - Viceroy spends almost no time exploring the potential economics of Blue Moon’s ex-Nussir portfolio (beyond Excel-nitpicking a couple of sell

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