Iggy's Journal: AEM's Yield Just Went Up. That Should Worry You, Not Comfort You.

The Investing Iguana

Iggy's Journal: AEM's Yield Just Went Up. That Should Worry You, Not Comfort You.

25 August 2026, PM

Podcast Release:

New episode up now. AEM's dividend hasn't changed, but the calculated yield rose from around 3.36 percent to 4.07 percent because the share price fell from roughly S$11 to S$9.10. The ratio improved while the market was apparently pricing the business lower, and I don't have a fresh filing yet that explains the drop. Even at the improved 4.07 percent, it still misses my 4.7 percent hurdle. Iggy's Forensic Zone: Zone 4-, Caution.

My Personal Take:

This is exactly the kind of number I want people to be suspicious of, not comforted by. A rising yield driven by a falling price isn't the business getting more generous, it's the market getting less confident, and those look identical on a yield chart if you're not checking which half of the ratio actually moved. I don't yet have a confirmed reason for the price move, and I'd rather say that plainly than manufacture a story to fill the gap. Watching for anything from the company directly before I'd treat this as more than a price question.

Not financial advice. Iggy's Forensic Compliance Standards apply.

📺 https://youtu.be/1Rl5bL81HIY

📩 https://investingiguana.com/p/aems-yield-just-went-up-that-should

Cheers, Iggy 🦖

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A rising yield driven by a falling price isn't the business getting more generous, it's the market getting less confident, and those look identical on a yield chart if you're not checking which half of the ratio actually moved. I don't yet have a confirmed reason for the price move, and I'd rather say that plainly than manufacture a story to fill the gap. Watching for anything from the company directly before I'd treat this as more than a price question.</p>\n<p>Not financial advice. Iggy's Forensic Compliance Standards apply.</p>\n<p>📺 https://youtu.be/1Rl5bL81HIY</p>\n<p>📩 https://investingiguana.com/p/aems-yield-just-went-up-that-should</p>\n<p>Cheers, Iggy 🦖</p></body></html>","htmlText":"<html><head></head><body><p></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e57bccc4de82c82aba2b9614a8939ab5\" tg-width=\"1920\" tg-height=\"1080\"></p>\n<p><strong>Iggy's Journal: AEM's Yield Just Went Up. That Should Worry You, Not Comfort You.</strong></p>\n<p>25 August 2026, PM</p>\n<p>Podcast Release:</p>\n<p>New episode up now. AEM's dividend hasn't changed, but the calculated yield rose from around 3.36 percent to 4.07 percent because the share price fell from roughly S$11 to S$9.10. The ratio improved while the market was apparently pricing the business lower, and I don't have a fresh filing yet that explains the drop. Even at the improved 4.07 percent, it still misses my 4.7 percent hurdle. Iggy's Forensic Zone: Zone 4-, Caution.</p>\n<p>My Personal Take:</p>\n<p>This is exactly the kind of number I want people to be suspicious of, not comforted by. A rising yield driven by a falling price isn't the business getting more generous, it's the market getting less confident, and those look identical on a yield chart if you're not checking which half of the ratio actually moved. I don't yet have a confirmed reason for the price move, and I'd rather say that plainly than manufacture a story to fill the gap. Watching for anything from the company directly before I'd treat this as more than a price question.</p>\n<p>Not financial advice. Iggy's Forensic Compliance Standards apply.</p>\n<p>📺 https://youtu.be/1Rl5bL81HIY</p>\n<p>📩 https://investingiguana.com/p/aems-yield-just-went-up-that-should</p>\n<p>Cheers, Iggy 🦖</p></body></html>","text":"Iggy's Journal: AEM's Yield Just Went Up. That Should Worry You, Not Comfort You. 25 August 2026, PM Podcast Release: New episode up now. AEM's dividend hasn't changed, but the calculated yield rose from around 3.36 percent to 4.07 percent because the share price fell from roughly S$11 to S$9.10. The ratio improved while the market was apparently pricing the business lower, and I don't have a fresh filing yet that explains the drop. Even at the improved 4.07 percent, it still misses my 4.7 percent hurdle. Iggy's Forensic Zone: Zone 4-, Caution. My Personal Take: This is exactly the kind of number I want people to be suspicious of, not comforted by. A rising yield driven by a falling price isn't the business getting more generous, it's the market getting less confident, and those look identical on a yield chart if you're not checking which half of the ratio actually moved. I don't yet have a confirmed reason for the price move, and I'd rather say that plainly than manufacture a story to fill the gap. Watching for anything from the company directly before I'd treat this as more than a price question. Not financial advice. Iggy's Forensic Compliance Standards apply. 📺 https://youtu.be/1Rl5bL81HIY 📩 https://investingiguana.com/p/aems-yield-just-went-up-that-should Cheers, Iggy 🦖","highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/600441865676208","repostId":0,"isVote":1,"tweetType":1,"viewCount":121,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1090,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/600441865676208"}