geodan thanks good info - Refill, GCM has worked out well for me. Think after this is will get a more normal valuation. I bot it at 1 PE. And see its is stil 1 PE but have a 50% profit in it now. (the PE likely does not have new financing baked in)
A 5 bagger can still happen on it. Will wait it out. :-))
"On individual names, I would say to go for a speculative turnaround where something has to happen with it, like Gran Colombia Gold Corp. (GCM:TSX). This company has seen free cash flow. It restructured its balance sheet. And if you look at Gran Colombia's market cap:enterprise value, to companies producing 150,000 ounces of gold, I think this stock has the potential to quadruple. And I think that that's where I would tell investors to look. It has a strong board of directors with lots of mining credentials—Mark Wellings, Mark Ashcroft. These are people whose families have been in the mining business. They're engineers. They've worked in investment banking. So it really helps in the stewardship of that company going through a restructure and turnaround. I think that that's one."