Comments
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KSThis is really a go-to stock for silver, with their excellent OCF and asset portfolio. Not to mention, if Pascua Lama and Navidad ever get permitted, that's an instant double.
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GK4 key Variables of Ressource investments
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SSGreat to see a PM equity company without negative EPS. Like the streaming structure. SLW definitely worth a second look.
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RAI think all these mining companies have further to fall but I wouldn't forgive myself not having jumped on this train. History will look back as "the" opportunity of a lifetime! But it comes with pain
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JSRandy, how is your business impacted by the financial distress we are seeing in the major miners with whom you presumably have streaming agreements.?
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PFThere's a guy who knows what he's talking about.
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dmglobal debt is either leveraging or deleveraging. choose one. if u believe we don't have much more capacity to inc leverage, what makes you think commodity prices have much more capacity to inc price?
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MDSuccinct presentation of the precious metals streaming business from the perspective of a seasoned insider. The value proposition exists for those of us daring enough to wear the contrarian's hat.
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GCSeveral issues not discussed,Canadian tax audit, streaming investments by me too hedge funds and Keith Neumeyer, what happens to stream if mine flow drys up..but still a great model..I'm in
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FSYep, the price has taken a beating. Best time to buy if you believe in the thesis that a big reason gold/silver is off is because they're priced in dollars... which is up 30% or so off the lows.
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PTExcellent company. Excellent management. But . . . just don't look at their stock performance. OK, down 73% from it's high, 48% in '15 alone, while HUI is down 81% and 44% respectively. Timing?
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LYIncisive comments!