Post by
MVargas on Apr 28, 2023 1:49am
April Corporate Presentation
I happened to catch an ad for Victoria Gold on Kitco that included a link to their Corporate Presentation.
It has been updated with an April date.
Sadly the reporting of false information continues, i.e.:
Raven Update Q1 2023
Shareholders:
T Rowe Price 6,510,000 (Actual 1,264,300 as of March 31)
Van Eck 3,540,000 (Reduced to 1.8 million last Sept when dropped from the GDX)
and, incredibly have retained the Slide entitled "Opportunistic Hedging" that shows the beating they took on the call options that expired in April and the ongoing underwatch hedges for 2023.
Comment by
phoenix_trader on Apr 28, 2023 2:11pm
Of interest is that GMT's 13F filings show their second largest investment is 7% of Hud Bay Minerals which two weeks ago announced a bid for BC's Copper Mountain (CMMC). Using the $7.15 US price, GMT's Victoria Gold value is a top 20 holding based on 13F filings. Has GMT put VGCX in play? GMT CAPITAL CORP Top 13F Holdings (whalewisdom.com)
Comment by
phoenix_trader on Apr 28, 2023 4:55pm
Reviewing GMT's 13F's shows a huge 50% win in ERO, a Brazillian copper producer. Ero Copper is the mid-tier Canadian copper player with multiple projects in Brazil. Does GMT expect similar gains in VGCX, you betcha.