Jon Case Endeavour Mining Capital EDV-T DON'T BUY Mar 05, 2018

It has done pretty well but it has a debt load. He doesn’t like it at this point. It has had its day, moved up a lot. If he owned it, he would be looking to sell it.

If he was going to buy a silver producer, this would be it. The best of the Canadian producers. His preference is Wheaton Precious Metals as a royalty play.

Doesn't follow this one closely, so he has no useful insights. But he does follow EDR, a smaller cap silver company, which looks interesting.

Precious metals is an area of long term opportunities. We saw a great run for a couple years but in the last year, it has gone sideways to down. Enthusiasm has waned and is affected by the bitcoin craze. If Bitcoin loses sails, the inflation hedge money will come back to precious metals. Outlook for gold is good in the next years with governments adding debt. Trading at a low valuation. Has a compelling free cashflow. There is political risk however. Will perform better once gold picks up.

Very good at business execution.
Africa assets include political instability.
Large deposits very attractive.
Historically very good at M&A activity. 
Will continue to own shares. 

Owns shares in company. Troubled by CEO replacement, however assets in West Ghana are valuable. Will continue to hold. Has lots of value in company.