Research Firm with a Qualitative Overlay, Pearl Gray Equity and Research

Pearl Gray Equity and Research

Quantitative fund & research firm with a qualitative overlay. 

Our coverage: General U.S. with a skew towards the primary sector. 

Methods: Smart Beta/Factor Pricing, Neural Networks, Street Gossip, and Common Sense.

Research Firm with a Qualitative Overlay

Equity Bottom-Up

<ul><li>Thungela's Goedehoop mine continues to deliver robust results, but most of its assets are underperforming.</li><li>The stock's more than 35% ex-post dividend yield had many investors excited.</li><li>Nevertheless, cyclicality could play its hand soon, according to the canary.</li></ul>

Thungela's Goedehoop mine continues to deliver robust results, but most of its assets are underperforming.The stock's more than 35% ex-post dividend yield had many investors excited.Nevertheless, cyclicality could play its hand soon, according to the canary.

Thungela Resources

Thungela: The Canary Has Stopped Singing