Saturday evening we emailed subscribers TDG #508, a 34 page update in which we reiterated our medium term views on the sector.
The update also contained some comments on a handful of companies, one of which is currently at the top of our watch list. The company owns property that is very close to a major miner and the company’s management team has a very strong history. Furthermore, a major miner owns a position in this company and its enterprise value is below $30 Million.
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Source:: The Daily Gold
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