FTGC
Another bite of the commodity apple
Guided Capital just added 118,641 shares of FTGC, which works out to an estimated $3.07 million stake. In plain English: they didn’t nibble. They went back for seconds.
Why this matters
FTGC is an active commodity exposure play, so a bigger position can hint that the investor sees more upside in the asset class. That doesn’t guarantee a moonshot — markets love to humble confident people — but it does tell you where one shop is putting real money.
The investor angle
If you’ve been watching commodities like a moody weather system, this is another data point suggesting institutional money still sees a case for the trade. Could be inflation hedging, diversification, or just a conviction bet that the cycle isn’t done yet.
Big picture
Fund buys don’t always move the stock right away, but they can matter because they show where smart-ish money is leaning. And right now, Guided Capital is leaning in.