Korelin Economics Report

More M&A in PMs – Outlining how to invest around takeovers

David Erfle joins me to follow up on our discussion from last weekend’s show regarding the increase in M&A activity and increases in financings. We focus on how he trades around acquisitions depending on if it is an all share deal or all cash deal. We also discuss what it will take to get some of the exploration companies taken out.

http://www.kereport.com/wp-content/uploads/2019-12-18-David-Erfle-final-1.mp3

Click here to visit Dave’s website and find out more on his newsletter.

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