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Beyond the Index

Free equity research reports focused on deep value, mining, legal special situations, and arbitrage. Across our authors we publish differentiated market insights, write-ups, and observations. Our research is tailored to institutional & PA investors.

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Issues15Founded2 years agoLast Issue4 months ago
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Latest Issues

Arbitration Series #3: Almaden Minerals (TSXV: AMM)

Almaden Minerals (TSXV: AMM) | Equity Research Report | Case Research

Company: Almaden Minerals

Ticker: AMM, AAUAF

Listings: TSXV (Can), OTC (US)

Reccomendation: Long

Theme: Arbitrations

Stock Price: $0.13

Target Price: $1.49

Upside...

5 months ago
4

Memo: Emerita Resources

This has also been published by our-coauthor on his page, but without further ado…

The Dispute

For those unfamiliar, Emerita Resources believe that the tender process for the Aznalcollar (Spanish Zinc mine AKA AZN) was wrongly awarded to...

5 months ago
12

Deep Value Series #2|NASDAQ:CCOI|AI Beneficiary with a Sizable Margin of Safety

Idea and Company Introduction:

Cogent Communications is a telecommunications company with a unique model and product offering. The company’s complexity, small (~ $1bn mkt cap) size and seemingly distressed situation given dividend cuts, a...

5 months ago
21
2

Arbitration Series #1: Panthera Resources

Our Co-Author also wrote this for , but it is that co-author typing this now. I, and the rest of us, hope you enjoy!

Contents

PCA Case
The Dispute: JV investment, India’s tactics, Bhukia’s validity, and BIT breaches
Proceedings: l...

5 months ago
16

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    Free equity research reports focused on deep value, mining, legal special situations, and arbitrage. Across our authors we publish differentiated market insights, write-ups, and observations. Our research is tailored to institutional & PA investors.

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