#1 Sat, Feb 29, 2020 - 1:36pm
Rick Rule comments on select Miners
*note 1 best, 10 worst.
Rick thanks for your help. Here are my holdings
KL Kirkland Lake 5 - priced for perfection, but delivering
PHYS Sprott Physical 5
PAAS Pan American Silver 4 - core silver name, big price run up, huge upside, big political risk
KGC Kinross 5 - capital allocation challenges, but cheap
WDOFF Wesdome 6 - well run, very fully priced
WLBMF Wallbridge 6
CDE Couer 6 - good following, low inside ownership, high G&A
DGMFL DeGrey Mining 7
RNKLF Royal Nickel 8
ELYGF Ely Gold Royalty 5 - nice small royalty shop, great local knowledge in Nevada, high G&A
Enjoy and remember to share his responses too