Imperial Metals (IPM.T) Message Board

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Gold/Mining/Energy : Imperial Metals (IPM.T)

IPM 1.970

-0.5%

Oct 31 9:30 AM EDT

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From: refugee investor	10/30/2013 6:27:45 AM
	of 1366

How is everyone doing? I was pleased to see that a few people have taken a position in Orkla. Steve Romick at FPA, Dave Winters at Wintergreen, and recently I think Art Schafer in Barrons was on video talking about it. The price is now lower than I think the first two guys bought at, or maybe about the same. ANyway I added a little recently too. Don't think it will do much for a couple of years, but there is a nice dividend, about 5% going forward. They are restructuring and selling off a bunch of stuff to concentrate on ther consumer brands, and in the nordics they are like a mini Nestle or Henkel and have the strongest market shares. Sold out of Seagate since it did not seem very cheap anymore, that was a lucky play, up about 85% in a year. Does Bruce still have any MBIA? Afraid I have missed the boat on selling that one.

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