Post by
Northforce13 on Sep 10, 2024 3:54pm
sold out
I'm out
Raising capital to be able to pivot depending on how the debate goes tonight.
Artis remains cheap. Sale is motivated by desire to have lots of dry powder.
If Trump does well and it significantly increases his odds of victory, I'll probably pile into the U.S. market aggressively.
If it is +/- even, I'll likely begin selling everything with U.S. exposure, in anticipation of a probable Harris victory and a mid to long term disintegration of the U.S.
GLTA
Comment by
Northforce13 on Sep 10, 2024 4:16pm
Prior post was meant to be on the Artis' board Holding SOT debs, likely for a long time.
Comment by
rad10 on Sep 12, 2024 1:01pm
Unfortunate. Things lining up rather well for Artis. (1) Samir fully invested (2) NCIB at full throttle - common and preferred (3) Full IFRS NAV being realized with asset sales.
Comment by
Northforce13 on Sep 12, 2024 3:25pm
I agree with everything you said The reason for selling is the perception MRC > Artis mid/long term, so capital was moved to MRC