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 sil chk azecf melco, mfcaf a name very few people will be familiar with, BWEL, mogif, kri.to, stm.v, bzp. The overall theme has been natural resources good, dollar not so good. I own one downtrodden semiconductor name zl-zarlink , which is also probably not fmailiar to most people. this is a turn around situation.
I will try to confine myself to reporting information and analysis on these names as opposed to rah rahing increases in share prices or bemoaning price declines. if anyone would like to share info or analysis about these names, which are not really covered anywhere else on SI except for bzp. feel free.
Also feel free to bring up any real estate value investments, spinoffs or restructurings. |
