Q: hi again:

happy new year to you and the team

this has grown to an uncomfortable 12% position in my family portfolio and i will slowly sell it down to 6-8%

(hopefully before the rebels take over again!!)


today's report looks solid

with this new info, how do the fundamentals look?

and for reference, what would you figure would be a ballpark per share value should this mine be in a safe (r) jurisdiction?

i am curious what you feel is the discount they are priced at by operating in the DRC

thanks as always

Q: hi folks:

looks like there is a change in majority shareholder underway

i do not understand the .70 cdn price

is this just a discount between companies to assure it is done quickly?

thanks

Q: Hello 5i!

I know this company has some significant geo-political challenges but are the fundamentals still attractive despite these risks?
Respecting you don’t have a crystal ball do you see the geo-political risks as too great to be a buyer or would you be buyers now that the stock has dropped 40% in a short period?
I am a growth oriented investor with higher tolerance for risk within reason.

As always thanks for your sage advice in these volatile times - your team continues to steer us with wisdom and reasonability and this is appreciated!