“We rather think it's useful to instead use the direct carbon prices that sectors are subject to rather than just using a blanket shallow carbon price.”
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Said on Switched On
Bankless · What Is Bitcoin Telling Us? | Michael Howell, Macro Analyst
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advise buying gold and bitcoin on market weakness rather than waiting for price peaks
“We rather think it's useful to instead use the direct carbon prices that sectors are subject to rather than just using a blanket shallow carbon price.”
“Our default is always to say, we're going to lean in on pricing rather than leaning in on leverage or structure.”
“We're one of the lowest-cost gold producers in the world. And that is the best defence against a low gold price.”
“Don't buy anything unless it's 15 to 20% below that price. That's how you get equity without market appreciation”
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