Dundee Class A Common Shares T.DC.A

Buzz on the Bullboards: Cannabis stock split, major financing, and battery breakthrough

[Macpoor]

Good to hear from you The Count.I sold over 20000 shares at $3.70 and bought MAE. I still have just a bit under 100000 shares left. I also bought NFG after taking over MAE. I also bought Barrick on

[greyowl]

Hi Count. I think you over-stressed "Tau Flow" With an accent as heavy as yours you should try to avoid industry jargon. It gives you away. As a footnote to the other great DC.A holdings

[TheCount11]

I think some of it has to do with Tau flow. I sold a lot of my position based on Tau delay as I had better near term opportunities.  That worked out well.   Going to start adding to

[FrozenInOntario]

Hey Cat, You are not missing anything.  That discount is getting wider... Another way to look at it  : Every 0.10 move NFG and NICU share price equals to .045 and .05 each in  Dundee

[Catscratch]

What am I missing... the current market value of 3 assets (New Found Gold, Magna and Dundee cash) add up to Dundee's entire market cap.  So Dundee investors are getting everything else for

[Jonathon Brown]

Inflation concerns, lofty valuations, and growing uncertainty around returns from have prompted investors to reassess their AI exposure. read article.

[paulinqc]

Sprott carries a ptemium, JG still a didcount...mind boggling.

[FrozenInOntario]

The recent podcast with Hedley Widdup is very interesting for 2 reasons : A) Saturn Metals (58:00) He does discuss Saturn, an important position for Dundee.   Interesting focus on the AISC

[Catscratch]

On Dec 1, Eric Sprott bought 1M shares of NFG @ $3.87.  He owns 25.2M shares with a current market value of nearly $100M.  I'd call that conviction. 

[FrozenInOntario]

Indeed, Dundee gets cheaper while the business is getting better.   We are trading at a 50% discount to NAV, give or take a few %.   On another board, was queried about the G&A

[Catscratch]

Significant results from NFG and a substantial increase in market cap yesterday. DC.A gets cheap while the business gets better. Dundee's Q4 GAAP results should look good with NFG and possibly

[FrozenInOntario]

NFG latest drilling were pretty good and it now trades at 3.90.    This translates into a 165M value for Dundee or 1.65/share or close to 40% of their share price..    A big chunk

[paulinqc]

Hi Frozen, I have a mich smaller position in SPC than i wanted and I will hold on to it forever :) . As to JG, i don't think the diecount to NAV will shrink before TauRx and Android are resolved

[FrozenInOntario]

On JG brand, i cannot help myself but linking this to Jacques Bonneau description of the 3 qualities required for a succesfull JR mining CEO in his book The art of investing in Junior mining. 

[paulinqc]

Indeed. I think it's surprising that the JG brand does not carry more weight given his trackrecord. Perhaps symptom of the times. I firnly believe that if we are in a strong market for metals

[FrozenInOntario]

Norilsk or as mentionned in their MD&A  "We see compelling geological parallels between Muskox and Voisey’s Bay" The financing this summer was to fund an airborne geophysical