Contrarian Corpus
Greenlight Capital vs. Teck Resources

Teck Resources · TECK

1 deck published between 2021-05-12 and 2021-05-12 — 66 pages, 66 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2021-05-12 initial thesis

    2021 05 Greenlight Capital Teck Resources Natural Resources Greenlight Teck Resources Presentation May 2021

    66pp · conference_presentation

    Teck is the overlooked pick-axes play on the EV/green-electrification copper boom — QB2 doubles its copper mix and at forward-curve copper the stock is worth ~C$59, nearly double.