RE: pveAs a PVE subscriber, I would like to set the record straight.
I doubt that this would get in trouble with regards to confidentiality as PVE publically has often said that Miranda is one of his larger holdings.
First let me point out that his “Open Positions” list, today, only contains eight different stocks.
So it is true that he has recently sold a lot positions from his portfolio.
Secondly, PVE’s last mention of Miranda was in his January 25 newsletter.
The following is EXACTLY what he wrote,
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Miranda, Xxxxxxx and Yyyyyyy: I have written about these companies often and I know their management very well. I don’t intend to exit the exploration business completely and I don’t know of better exploration companies that follow the joint venture model. As far as my exploration investments are concerned I consider these three, plus Zzzzzzz, to be my core investments so I have decided not to sell them.
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So in the worst case, PVE and Yours Truly are just going to ride it out.
RJ