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Will Thomson: Critical Raw Materials Deep Dive

Value Hive Podcast

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The Importance of Intangible Assets

It does make me wonder, because I was working on an essay for our collective using Michael Mobison's intangible asset framework and kind of reworking the income statement to show the assets. And it just makes me wonder, like, if you took a metals and mine, like, let's say you take a free port Mac ran or you took a baron gold... What's like what percentage of their sgna is actually that valuable asset? Could that be amortized in a way that gap doesn't account for? And then if it could, that probably changes the picture of that company's profitability immensely. Yeah. Especially now where no one wants to do the work, like that

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