Rudi Filapek-Vandyck @Filapek tweet - RBC Capital on Vault Minerals $VA: "Q1 sales of 91koz exceeded both RBCe and consensus estimates, which we believe was driven by strong volumes at Mount Monger and Deflector. "However, closing cash was slightly weaker than expected, reflecting the buyback (RBCe) and marginally

Rudi Filapek-Vandyck

@Filapek

2 days

RBC Capital on Vault Minerals $VA: "Q1 sales of 91koz exceeded both RBCe and consensus estimates, which we believe was driven by strong volumes at Mount Monger and Deflector. "However, closing cash was slightly weaker than expected, reflecting the buyback (RBCe) and marginally

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Rudi Filapek-Vandyck

@Filapek

2 days

RBC Capital on Amcor $AMC: "Investor feedback from the marketing of our initiation report on Amcor (Sector Perform; PT A$13.60/CDI (US$9.00/share) focussed on the challenging volume outlook for the industry/company, the likelihood of full synergy capture and balance sheet risks.