The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
What HC said is absolutely right. Do me a favour Roger, break down the financials for me, fleet efficiency etc and any other metric you can find to make a bullish case on Argo. Something better than āBlackrock bought 200 quids worthā. Letās see why you think Argo is going to do the business.
I agree, I was intending to move out of marathon to allow the dust to settle post halving in the miners. I think though in all likelihood Iām stuck now, I still expect 15-25b mcap with btc at 136k in 2025, so $40 should be in play as a conservative estimate with approx 350m shares in issue.