Commented on a report
Why won't management commit to another special dividend or opportunistic share repurchase at this point -- this will be the question that weighs on every investor's mind and why the stock won't re-rate. There is just so much cash.
Replying to fmorelli994: “Why won't management commit to another special dividend or opportunistic share repurchase at this point -- this will be the question that w…”
Thank you for the question. This is an important point, and we agree that greater clarity on MMY’s capital allocation strategy would be valuable. As noted on page 1 of our report, we believe management is prioritizing the advancement of Murchison, and potentially pursuing acquisitions to expand its asset base and production. We anticipate potential developments in these areas, although the timing and nature remain uncertain.
FRC Research Report · Oct 5, 2026
Record FY2026: Debt-Free, Cash-Rich & Deeply Undervalued
Monument Mining Limited (TSXV: MMY.V)
Precisely this is what weighs on the stock. Management's history of making value-destroying acquisitions in the past.