AEM Just Jumped 14%. My Forensic Zone Actually Changed Too 🦖

🔍 The Angle

AEM's 14% jump is not the part that changed my forensic view. The surprising part is that a dividend I had previously treated as a structural problem has now pushed the provisional yield above my 3.2% forensic floor.

💰 What It Means For You

At around S$11, the 1.3 cent final dividend plus the new 2.4 cent interim dividend gives a provisional 3.3% yield. That still sits well below my 4.7% hurdle, so the business has improved without the income case becoming fully comfortable. Iggy's Forensic Zone: Zone 4, Caution.

📺 YouTube: https://youtu.be/sD4auVGX3qE

📩 Substack: https://investingiguana.com/p/aem-just-jumped-14-my-forensic-zone