| When the $750M Maverix deal closed, most people expected him to retire.
He had already built and sold one of the fastest-growing royalty companies in the sector's history.
But Dan still saw significant opportunity in the royalty space and immediately got back to work after Maverix.
The most aggressive gold accumulator on the planet is standing behind him and his team.
I'm talking about Tether.
The $186 billion company building, what I've called the Parallel Reserve, didn't stop at buying bullion. They started acquiring stakes in royalty companies.
O'Flaherty's company is one they chose to build around.
They took a double-digit ownership position worth well over $100 million.
When a CEO with a perfect track record emerges with a proven playbook for creating value in the royalty space…
And a $186 billion company negotiates board seats at his table…
I pay very close attention. - The stock trades at roughly half the cash flow multiple of every peer in the sector.
- The NASDAQ listing just went live.
- And 75% of the shares are already locked by strategics who aren't selling.
The valuation gap on this company has me more convicted than anything I've seen in the royalty sector in years.
Monday morning at 9:00 AM EST.
I'm releasing the FULL KR Special Situations Alert.
The name, the ticker, the asset breakdown…
And the exact valuation math that tells me this is mispriced.
If you're not on the list, you'll miss it.
Make sure you're opening my email first thing tomorrow.
Regards,
Marin Katusa and the KR Special Situations Team
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