Last year Newmont, a large US-domiciled gold miner, paid a 35% premium to acquire Newcrest Mining in a cash and scrip deal. We held Newcrest in the Firetrail High Conviction Fund prior to the bid and maintained our holding in Newmont after deal completion.
In this episode, equity analyst Sophie Carran joins investment specialist Eliza Clarke and tells us what she thinks really matters for Flight Centre’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
