Tag Archives: Newstrike Capital

Out with the old, and a new position

I recently pulled the plug on two stocks because the stories didn’t unfold how I’d anticipated and because I saw better opportunities elsewhere. The first, WesternOne (WEQ), is a high-yielding “pickaxe company” with exposure to the construction, oil and gas, … Continue reading

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May the best of 2012 be the worst of 2013

Editor’s note: This letter went out to the insider’s list on Jan. 1, 2013, and all stock prices and data are based on Dec. 31, 2012 closing prices. Most of the stocks in this post advanced further on Jan. 2 … Continue reading

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Newstrike Capital update: Lukas Lundin adds to his position

by James Kwantes The filing is in and the buyer of 2 million shares at $1.80 is Lukas Lundin – more specifically, the Lundin family holding company Zebra Holdings and Investments S.a.r.l. The purchase was filed on Dec. 27 as … Continue reading

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Of gold prices, takeover targets and Brown’s Bottom

by James Kwantes PricewaterhouseCoopers issued a gold price report Thursday – on a day gold dropped about $20 to $1,645/oz – reiterating the bullishness of gold mining executives on the prospects for the barbarous relic in 2013.┬áHere’s the link. Also … Continue reading

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