The Pale Blue Dot
Saad KhanSaad's thoughts on investing, macro and other eclectic musings
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 162 | Subscribers | Read | saadkhan88.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Andean Precious Metals ($APM.TO) Is Poised To Rerate Higher
In my July note about monetary debasement, I had mentioned I would write a follow-up note regarding my favorite precious metals mining position. Since then, the stock I had in mind (Andean Precious Metals (APM)) has been on an absolute tear...
Kazatomprom ($KAP) 1H 2025 Results And Production Guidance
KAP released its 1H 2025 results on Friday. 2025 production is expected to be within the originally stated guidance range of 25-26.5KtU (65-69mm lbs), but the previous 2026 Subsoil Use Agreement (SUA) will be reduced from 32.8KtU to 29.7ktU...
$BORR Q2 Results
BORR’s Q2 earnings were largely in line with expectations, with revenue +24% QoQ and Adjusted EBITDA +39% QoQ, as a result of 6 additional rigs becoming active in Q2. The company also did a $102.5mm equity offering concurrent with amendment...
Flash Note - Digital Bridge to Acquire WideOpenWest $WOW for $5.20 / Sh
Well… what can I say. I guess I should apologize to subscribers for my bad instincts. I sold at exactly the wrong time. I hope you didn’t listen to me and held on. I do still have a small tranche of call options that I held on to in case o...
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Authors
The writers behind this newsletter.
Ex- investment banker with more than a decade of experience in M&A advisory, capital raising and equity derivatives. Now a business owner and investor. Based in Toronto, Canada.
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