Serabi Gold plans to grow from a small gold producer into a much larger one within the next few years, and the case hinges on delivering that production ramp while gold prices stay strong. See how lower unit costs, rising cash generation, and a peer-based market comparison could change how investors view the business—and what assumptions have to hold for it to work.Read more

Zegona’s deal for Vodafone Spain comes with a twist: most of the share count could disappear if the company pays off a fixed claim tied to the takeover, making each remaining share represent a much bigger slice of the business. The big question is whether management uses incoming cash to do that soon—or chooses other priorities that could leave shareholders waiting.Read more