Thanks for the update on WHT. It is one of my favorites, and I continue to hold all of my position -- unfortunately, in a fit of outsmarting myself I took profits on half of my CBD but kept the WHT when I should have done the reverse. CBD has yet to give me a good opportunity to reenter, but I was able to finish replacing the GLG I had sold the last time it crossed $14.
Thanks again for all your informative posts - much appreciated.
Dan, thanks for that. I remember that when WHT got Peak, I was wondering what they saw in it that nobody else could see. It seemed like we wouldn't get a good return on it unless the POG went significantly higher, but they have done quite a job with it. I think someday we may get a "quality of management" valuation premium to other miners.