RE:esSimilar to ES, DSV is my larget holding. For the record though, I was in it 4 years before he was. He picked a good one, it will be an absolute beast - the largest silver project in the world held by a junior.
Unlike ES, I don't have plans to divest my GCM. However, I did divest out of AG as my patience with it wore thin - they offered a dividend too little too late for me.
ES is generally a wise investor, however, he strikes me as being a bit too greedy for his own good. If he can't take a sizable stake at a sweetheart deal he has no patience slowly accumulating like the rest of us retail do in the open market. He is missing out on some names that he should be in but if you are late to the party you can't expect to get those sweetheard deals.