Detailed view for this entity.
“once again I look forward to hosting you in Poca Raton, Florida.”
“Rick Rule said something, I don't know, a year ago. Rick rules like the most respected, one of the most respected people in the precious metal sector.”
“I would caution uh the listeners here not to buy more juniors than corresponds with the number of hours per month that you're prepared to spend studying them. I would tell people listening to the call that if you haven't suffered through the course here... that you skip the junior sector entirely.”
“My suspicion is that if the transaction takes place in the near term I'm not saying one will but if a transaction takes place in the near term that the potential players will be pneumont. They have assets in the region and they have the balance sheet flexibility.”
“I do know of something in the pipeline. The consequence of which is I can't say it. I'm in possession of material non-public information which may or may not come to pass.”
“I think given the duration of that, the answer to that is yes. I think that Wheaten could go to public debt markets and issue a 30-year bond... Pretty attractive piece of paper, particularly when I think they're looking at a 40 or 45 year reserve life.”
“I think that Wheaten could go to public debt markets and issue a 30-year bond at three and three three or three and a half%. With a little bit of contingent upside participation in silver and they could keep the difference between three and a half and 6 and 1/2 or seven and 95% of the silver upsides.”
“While normally that isn't a risk, there is a risk that uh in the event that demand for GLD uh exceeded the physical gold available for them to buy that they would for a portion of their assets be unsecured creditors to the bullion dealers.”
“A portfolio company of mine and a huge success until very recently is Visa Silver. The cartel kidnapped 10 members employees of Vistla and they have thus far, I think, found the remains of eight.”
“I would take issue with the phrase investing in juniors. I don't think you do that. I think you speculate on juniors and I think you need to decide before you focus on the juniors whether or not you're suitable.”
“Victor wants to know, a few months back you mentioned the three... these three have a giant tier one, Meteoric, Centurus, and Sovereign, and you had a three ranking on all of them. Um, has that changed? Yeah, I have four rankings on all of them as a consequence of price appreciation.”
“If they reach name plate capacity which is to say if the mine performs as efficiently as the feasibility suggested it would the stock will rerate much much much higher. There was disappointment in the market on the earnings call, I wasn't disappointed at all in the 2025 performance at all.”
“The most important operations are in the PRC and the reserve reporting requirements in the PRC are very different than they are in North America. So there's an opacity around Silver Corp that's difficult for some investors to get their heads around.”