Google Maps reviews are now a significant competitor to Yelp -- they even advertised extensively on YouTube over the last year. Google Maps has far greater coverage outside of major metro areas and Internationally. Thumbtack is another well-funded competitor with a focus on the services business that provides most of Yelp's revenue.
It seems like the reopening...
Most copper mines are giant open pits where the valuable copper is surrounded by millions of tons of waste rock. Companies like Freeport McMoRan (FCX) dig it out of the ground, mill it into small particles, coat the particles in Portland cement to allow fluid flow, then spray sulphuric acid on top. Excelsior Mining has a rare oxide copper deposit that is below the...
Brigham Minerals invests in royalties so it has high margins even when oil prices are low. The company had good timing to go public in 2019 and use the proceeds to pay off debt so it can now acquire mineral rights from larger companies that need to de-lever. I think MNRL will ultimately get back to 2019 levels (over $20) and in the meantime it offers a 6.6% dividend.
Superior Gold announced better than expected Q1 production on April 12th with an improvement in grades and gold recovery leading to an 11% increase in production to 17,603 oz. Cash increased by $600,000 even while the company repaid 1,320 oz of a gold loan. The company received the cash for the gold loan in November 2019, so when it repays the loan is must cover...
