Simply superb $NTDOY

I wonder if additional rail cars are starting to roll at Strathcona’s $SCR.TO Hardisty Rail Terminal. The WCS-WTI spread just hit US$16.15/bbl, crossing into the lower bound of the US$15-20/bbl crude-by-rail breakeven zone. Trans Mountain is running in the high 90s percent

Some quick observations on the Fairfax AGM $FFH.TO. While it’s painful to travel from Australia to get there, the availability of management before and after the meeting combined with hanging out with the amazing shareholders makes the trip a must. No great revelations regarding

Morgan Stanley just release a fireside chat with Metlen’s $MTLN.L Christos Gavalas (CEO) and Fotini Ioannou (CFO) as part of the London NDR. First fireside since the role split took effect 1 January. The single most important line: aluminium production and key cost inputs

Evan Greenberg didn’t hold back in Chubb’s $CB Q1 call. While the numbers were stellar, his warnings on "dumb" market behavior are a must-read for any $FFH.TO holder. 1/ The Headline Strength Chubb delivered core operating income of $2.7 billion. The numbers that matter: an 84%

Early days but interesting from a Fairfax $FFH.TO Shareholders perspective. Greek press has both Metlen $MTLN.L and Eldorado’s $EGO Greek sub Ellinikos Chrysos in contact with Rockfire $ROCK.L on Molaoi. Results below show HMO-015 at 47.7% Zn pXRF peak through a fault zone at

moneycontrol.com/news/business/… YE25 book was ~₹65; adjusting for Q4, which hasn’t reported yet, I get ~₹66.5–67. IDBI is now trading around ₹77, off the recent low of ₹61.5 after the sale process was pulled. That’s ~1.15x P/B for a bank doing ~12% ROE. If this article is anything

A takeout on succession and the long term future at Fairfax, with insights from Prem Watsa taken from my book, The Fairfax Way. $ffh.to The Fairfax playbook, Part 2: Inside Prem Watsa’s long-term plan for family control and corporate longevity - canadianfamilyoffices.com/fundamentals/t…

Really appreciate the “new” conference call format at Fairfax $FFH.TO. It’s a class-act tag-team between Peter Clarke, Wade Burton and Amy Sherk. These comments from Wade are worthy of a repost, because they struck a chord with me: “So I thought it would be a good quarter to

Another useful breadcrumb for $MTLN.L. Raytheon visiting METLEN’s M Technologies Defence Hub in Volos is not, by itself, a contract announcement. But the direction of travel is interesting. METLEN is building the Volos defence hub into six independent factories capable of

Interesting. A strong El Niño usually means more wind shear and fewer storms in the Atlantic. Of course, one landfall in the wrong place and the seasonal averages become irrelevant.

METLEN $MTLN.L Q1 2026,trading update (not full results). investegate.co.uk/announcement/r… The company did not disclose EBITDA, net profit or cash flow, so the key is reading the revenue mix and strategic signals. Highlights: • Revenue +37% YoY to €2.05bn • Energy +39% to €1.64bn