Bought some SBSW shares (ADRs) on Wednesday at $4.49. My DD is incomplete but I felt it was an opportunity. The share price fell about 20% on Tuesday due to a convertible bond offering. The offering raises $500M. The bonds will yield 4.5% and be convertible to shares at a 30-35% premium to Tuesday’s close, […]
BUY: SBSW – Silbanye-Stillwater Read More »
I’ve had a few price alerts trigger on companies I’m watching. These include the following: Cripes, I could just list my entire portfolio here and every stock on my watchlist. Hah. Here are a few more. Would Largo be a buy below $2? There’s probably a Buffet quote somewhere about no price being cheap enough
November Pain – Some TSX Companies I’m Watching Read More »
Not a gold bug, but I think having exposure to gold makes sense in this environment for monetary and political reasons. As a sign of personal growth (I hope), I didn’t position myself in a non-producing junior that won’t have leverage to an upside in gold prices. Though I have Lundin Mining (LUN.TO) and Agnico
BUY: Gold Exposure (Victoria Gold, VGCX.TO) Read More »
I sold my Cameco position at the end of last week for an 81% gain, which is far more than I had expected investing in a well-established producer. Reasons I invested (Late January, 2022): Reasons I sold (Sept, 22, 2023): Is there room to run? Likely. Still, given the above, I felt it was time
SELL: Cameco (CCO.TO) and URNM Read More »
