Q: I am not sure if you are following the NKL proxy fight with Pelham but both sides seem to have some valid points. However, I find it hard to believe that the Board was going to give themselves 5% of the company in stock based compensation this year for what appears to be a holding company with little need for strategic planning. When Pelham pointed this out the Board removed the stock based compensation for this year. I'm inclined to vote for Pelham's directors. Do you have any comments or insight for me and others?

Q: Any idea what caused the 12% pop in NKL today? There hasn't been any news for a month from what I see although that news was basically good. Thanks.

Q: I’m looking for Canadian exposure to cobalt.

Can you please recommend me two or three options.

Medium risk is ok and I expect to hold for at least 10 years.

Thanks