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I say things on Twitter


Today's First Majestic (AG) ( rumour

Pan American Silver (PAAS) ( is in merger talks with them. So now you know what I've heard.

For the record, I don't have a clue whether there's substance behind the chatter.

full disclosure: i own some first majestic stock but will not be buying, selling, adding, subtracting or trading around the position today or in the days to come. i don't give a flying fart about the rumourmill on this one today, i'm just passing on the chat and levelling up the playing field.

UPDATE: An extra thought here