NYX GAMING GROUP LTD 11 PCT DEBS V.NYX.DB

Petrofac's Fund list has some interesting crumbs

[eljoro]

Thanks for posting that fund list, Petrofac...really interesting stuff. 

I note something interesting. Eric Sprott still owns 1.5 million shares and as of Jan 31st NYX was his top holding.  https://www.sprott.com/products/sprott-small-cap-equity-fund/   

We spend a lot of time trying to anticipate Sprott's moves with this stock. 

Yet I note that the AGF fund listed near the top holds more shares: almost 1.7 million. That fund is managed by Peter Imhof, also a frequent guest on BNN Market Call.  Here's what he had to say about NYX the last time he was on, on Dec 20th: 

The whole sector has been soft over the last year and a half, then there was bad news today.  The problem is sentiment overall.  Their costs are up and it is hard to know why.  He has a very small position.  Don’t add to it but keep an eye on it.  There may be tax loss selling and a bounce into January.  He would like to see fundamentals improve.

Maybe we should start looking to see how much Peter adds or sells in the coming weeks/months. Here's a link to Peter's fund: https://www.agf.com/static/en/files/forms-and-resources/fund-profiles/204.pdf