thanks for you & Ed posting about SHY, fits profile for what I am looking for in natgas plays.
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FWIW, if you desire more info on EDV.to, let me know, I have held for several years and add each year during the summer...
investorshub.com
One of EDV largest holdings is likely CMM which has not performed very well, but EDV has numerous CMM warrants/options which give EDV incredible upside if and when this mine turns around & POG moves higher in C$.
sedar.com
But it appears, that EDV may have sold some of this position to a related hedge fund (RAB Special Situation which conveniently is also located in Caymans...)
sedar.com
You can get an idea of EDV holdings here, i.e. PP which Endeavour Financial has participated:
EDV got their GG via Wheaton. EDV likely retains good size holdings in BMO, NTO, Bolivar (now GFI), Oxus, HL, etc. It's hard to get a good handle on exactly what EDV holdings are and what % of portfolio. EDV has likely sold some or possibly all of these positions.
I really like their Yamiri Gold purchase via TelcoPlus:
biz.yahoo.com
The coal mine purchase in Columbia was timely (Adobe Ventures):
sedar.com
and EDV appears to have a Long Term offtake agreement with Sardinia Italy for this Columbia Coal, and I believe EDV has some ownership/relationship with ENEL SpA, Italy’s largest power utility, in regard to owning the utility operations for Sardinia.
It's really a tangled web trying to figure out the EDV portfolio, what EDV owns and what % of portfolio.
If someone could better figure out exactly what EDV does own and how much, it would be much appreciated...!! |
