Endeavour Mining Capital is a merchant banking company focused on the resource markets. They have an incredible track record boasting an average 53% ROI in the last four years of business - consistently beating the indices every year. The Company pays a modest dividend and is one of the most profitable resource related companies on the TSX Stock Exchange.
The company used to update its NAV monthly and provide fairly consistent disclosure on its portfolio holdings. It has apparently decided to clothe its operations in a veil of secrecy.
Since I was moderating this thread all along. Ive decided to post on other holdings using this thread and other musings. Let the reader beware.
My current largest holdings are plg.to, slw, chk, coswf, mfcaf a name very few people will be familiar with, The overall theme has been natural resources good, dollar not so good. I own one downtrodden semiconductor name zl-zarlink . and also kycn, a steel company controlled by harold simmons, which possesses an overfunded pension plan valued at a multiple of the company's market cap.
I recently took small positions in both rmbs and gnw. I continue to own commdity names that have been demolished like aab.to van.v, pnp.to, and the uraniums which may or may not ever come back.
I even own some edv.to. |
