
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
Profile
Industry: Gold mining
Sector: Basic materials
Theme: Inflation not dead
5-Year shareholder growth: +40.0%
Estimated fair value: $22
Valuation assumption: 5.0% MFCF yield
Insider ownership: 0.2%
Investors: Fred Hickey (The High-Tech Strategist)
Fleck on Wesdome earnings hiccup: “It’s doesn’t mean much in the long run.”
Investors are giddy and economic black swans stacking up, not a good combination. [trades]
The government’s dysfunctionality knows no bounds. Time to get more defensive. [trades]
Skechers accepted a cash offer from 3G Capital for $63/share. We’re also starting a position in Wesdome Gold Mines. [trades]