Been spending a bit of time getting to know our (NMs) latest bed partner... Ben Cleary.
Ben mentioned SOLG as a "project that excites" Tribeca.
Also how "DGR provides tremendous leverage" to SOLG.
Tribeca is an International player, surely a direct entry into SOLG on the LSE would have been easily achievable by them.
As with any of DHR, ANW, AJQ, IRR...
Would be nice to be a fly on the wall at Tribeca board meetings... Would also be nice to be a fly on the wall at DGR board meetings... and Tribeca have front row seats.
Would Tribeca Investment Partners appearing on the Share registry for DHR, ANW, AJQ, IRR or SOLG be a case of insider trading?
Anyways, 2016, there best year, sounds like the money was in Marijuana and Fish...
Guess Pot Smoking Fishermen were close - but no cigar.....
http://fortune.com/2017/03/03/this-hedge-fund-got-way-high-off-pot-stocks/
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