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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 investor2/5/2014 5:16:37 AM
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Did you see Bruce's latest holdings report with 2 million shares of Imperial bought at around $13? I wonder if they are really new shares that he bought on the open market? Possibly moving shares from one pocket to another as it were? For some reason his holding in Imperial often does not show up on 13f's. I thought they might be held in a limited partnership structure or something--accounts for his older, pre-Fairholm Fund, clients. Any ideas? This is the year that Red Chris starts production, in the fall I gather.

Interesting how nat gas spiked. I don't know how much vol. that represents. Just saw that one of my energy dogs has hedged most of this year's production at about $4.
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