/biz/ - Business & Finance

>>54565587
And here's 2/2.

It seems my positive view of Endeavour Mining was not displaced: Rick likes the company a lot as well. On the topic of West African companies, this one will be the number one candidate for the company that will be buying out smaller players. They have two mines running low on ore so maybe they'll acquire another company. Granted, they're also building one new mine and developing another quite aggressively, as well as upgrading one of their cornerstone operations. Not quite sure what the note on Ivanhoe means: "look for possible upgrade"? Upgrade of what? Who's looking? Weird note. The Franco-Nevada note is already a bit outdated as the Panama issues have been resolved. I think Orezone used to be 5? Probably upgraded now that operations are proving to be robust. Interesting notes on Exxon, Barrick, Agnico, BHP, Glencore and B2Gold, and nice to see the different views on all the royalty companies -- will have to DD Altius.