Sprott has filed its new holdings in August 2021.
What's notable is:
They added a lot of gold miners and energy stocks: Equinox gold (undervalued), Mag Silver (low cost), Suncor, Schlumberger.
They sold Americas Gold and Silver (they had some production issues, covid and blockades), B2Gold (no growth) and Fortuna Silver (bad diversification into Africa).
Geen opmerkingen:
Een reactie posten