Transaction log

  • May 7, 2025 - Bought 150 @ $13.02 (0.96% wtg, opportunistic)

  • May 19, 2025 - Bought 100 @ $12.12 (250 shares, 1.47% wtg)

  • Jul 7, 2025 - Bought 100 @ $13.68 (350 shares, 2.20% wtg)

Wesdome Gold Mines

Location: Toronto, Canada

 

Fair value estimate history

  • Mar-24 - $10 (5.0% MFCF yield)

  • Jun-24 - $13

  • Sep-24 - $13

  • Dec-24 - $14

  • Mar-25 - $15

  • Jun-25 - $18

  • Sep-25 - $22

  • Dec-25 - $28

  • Mar-26 - $33

  • Jun-26 - $33

Profile

Symbol: WDO.TO, WDOFF

Industry: Gold mining

Sector: Basic materials

Theme: Inflation not dead

Annual gross profit: $549 million

5-Year gross profit growth: +50.2%/year

5-Year shareholder growth: +51.5%/year

Estimated fair value: $33

Valuation assumption: 5.0% MFCF yield

Operating income/gross profit: 78.8%

Insider ownership: 0.42%

Investors: Fred Hickey (The High-Tech Strategist), Grant’s Interest Rate Observer, Bill Fleckenstein

History
2025 stocking stuffers
2025 stocking stuffers

Who knew Santa could pick stocks?

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Wesdome reports positive drill results, says Bill Fleckenstein
Wesdome reports positive drill results, says Bill Fleckenstein

Wesdome’s drill results buttress the long-term bull case according to Fleck.

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Bill Fleckenstein weighs in on disappointing Wesdome Q2
Bill Fleckenstein weighs in on disappointing Wesdome Q2

Fleck on Wesdome earnings hiccup: “It’s doesn’t mean much in the long run.”

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Trump’s tariff deadline looms
Trump’s tariff deadline looms

Investors are giddy and economic black swans stacking up, not a good combination. [trades]

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Moody’s downgrades U.S. debt below AAA
Moody’s downgrades U.S. debt below AAA

The government’s dysfunctionality knows no bounds. Time to get more defensive. [trades]

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Fred Hickey comments on Wesdome Gold Mines
Fred Hickey comments on Wesdome Gold Mines
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Skechers being acquired for $9.4 billion
Skechers being acquired for $9.4 billion

Skechers accepted a cash offer from 3G Capital for $63/share. We’re also starting a position in Wesdome Gold Mines. [trades]

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