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Capstone Copper Corp T.CS

Alternate Symbol(s):  CSCCF

Capstone Copper Corp. is a copper producer operating in the Americas. It is engaged in the production of and exploration of base metals in the United States (US), Mexico, and Chile, with a focus on copper. The Company, through a wholly owned Chilean subsidiary, Mantos Copper S.A., owns and operates the Mantos Blancos mine, located 45 kilometers (km) northeast of Antofagasta, Chile and the 70%-owned Mantoverde mine, through a subsidiary, Mantoverde S.A., located 50 km southeast of Chanaral, Chile. It owns and operates the Pinto Valley mine located in Arizona, US, Cozamin mine located in Zacatecas, Mexico, and has a portfolio of exploration properties in Mexico. It also holds the fully permitted Santo Domingo copper-iron-gold-cobalt development project in the Atacama region of Chile, 35km northeast of Mantoverde. Through Compania Minera Sierra Norte S.A., it owns 100% of Sierra Norte, an iron oxide copper gold deposit located in Chile's Atacama Region, that spans over 7,000 hectares.


TSX:CS - Post by User

Comment by Kamokuon Jun 09, 2021 3:02pm
127 Views
Post# 33356456

RE:RE:RE:Well

RE:RE:RE:WellI think that your statement is a very narrow view of what the insiders are doing.  

If you look at the timing of insider sales, or class of shares being sold, really only the one Deemed Insider is obviously paring back a large position for profit taking.

The officers of the company are exercising options they have been holding for a long period of time before they expire, and selling them into the market, or selling restricted shares they have likely also been holding for quite a while (that was them putting skin in the game BTW).  That is largely how they get paid for their time and effort in building this company to be as strong as it is.  

Should insiders hold all of their shares forever?  Do you have any holdings that you can sell or could have sold for 5x - 10x what you paid for them?  If you are holding for higher, that is your choice, but I do not find it unreasonable for someone to sell under those circumstances.  

So in addition to insiders, there are probably a bunch of people that are selling shares they bought a year ago for a staggering profit.  I should have been one of them when the stock was north of $6.50, but hindsight is 20-20.  I also happen to agree many that copper is headed to higher mountains in the next 6 - 12 months and so I am content to hold through this recent pullback.

From what I can see, no major officer has completely divested themselves of their positions.  For example, the CEO is still holding ~2M common shares in addition to all of his other options, restricted, and performance shares (~7.5M more shares).  CFO holds ~2.2M shares, another officer holds ~4.8M shares, etc.

All told, in the last 3 months, insiders account for about 3.5M - 4M shares or so of trading.  Across all exchanges, we pull that kind of volume within a day or two, sometimes more than that in a day.  I think their impact has been minimal.

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