Holdco Markets Promo Piece - Buyer Beware Well it looks like bagholders are getting excited by a fluff promo piece put out by the private investment firm Holdco Markets. After reading it several red flags come to my mind imho. Number one red flag - all POSITIVE with no mention of potential risks. No mention of what happens if meta studies on SC are not as rosy as predicted, no mention of increased material and capex costs due to inflation, no mention of permitting issues with Van Dyke etc. etc. You would think that a private family investment office would be more balanced when reviewing these investments. Especially if they are advising wealthy families as their majority clients.
Number 2 red flag - the authors name is not even mentioned - Anonymous writer. Although it saids they were not compensated in any way the writer could of been ES for that matter. Very little info on Holdco Markets and who their clients are. For all we know it could be EEs private investment firm and he asked ES to write it for him! LOL.
Number 3 red flag - Isn't it a coincidence this article comes out exactly when they need to do a PP financing? I recall a similar promo piece that came out touting neg. costs to produce Cu right before the now infamous BF study that came out back in 2013 which by the way has now completely disappeared from their web site LOL.
If I were the bagholders I would be very carefull with this promo piece. Remember who else they hired ( Jason ) to do promo work LOL. My 2 cents.