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Large capital commitments. ABX is a better trade than Kinross. Cleaning up their balance sheet is priority one for them.
Large capital commitments. ABX is a better trade than Kinross. Cleaning up their balance sheet is priority one for them.
A solid name. He likes the royalty businesses. They own many, many different royalties. If one property has a problem, it won’t impact their bottom line. It is an opportunity to jump in.
A solid name. He likes the royalty businesses. They own many, many different royalties. If one property has a problem, it won’t impact their bottom line. It is an opportunity to jump in.
Get new mines going at or below cost and execute well on business strategy. There is huge development risk and there is more likely to be bad news than good short term.
Get new mines going at or below cost and execute well on business strategy. There is huge development risk and there is more likely to be bad news than good short term.
(Market Call Minute) Lots of talks about potash monopoly. Beaten up.
(Market Call Minute) Lots of talks about potash monopoly. Beaten up.
(Market Call Minute) China is the incremental buyers of Diamonds and their economy has stabilized.
(Market Call Minute) China is the incremental buyers of Diamonds and their economy has stabilized.
First fly this morning. It will be a massive confidence. Allows them to get orders.
First fly this morning. It will be a massive confidence. Allows them to get orders.
(Market Call Minute) Spends lots of marketing dollars and trades cheap relative to other luxury names.
(Market Call Minute) Spends lots of marketing dollars and trades cheap relative to other luxury names.
