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$ELECTRUM-SILVER · Two silver companies in Electrum portfolio slated for IPO next year
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$ELECTRUM-SILVERbullish· medium· posthomas kaplan
Two silver companies in Electrum portfolio slated for IPO next year
Kaplan states he has two silver companies that are going public next year, calling silver his 'first love' and indicating continued high conviction in the silver thesis despite th…
$NG···bullish· high· posthomas kaplan
Kaplan controls NovaGold as white knight; Paulson invests $1B to exit Barrick
Kaplan took control of NovaGold before bankruptcy as a white knight, viewing the Donlin Gold project in Alaska as a crown jewel. John Paulson's $1B investment liberated them from…
$GOLD···bearish· highthomas kaplan
Barrick was a misaligned, maligned partner in NovaGold; now removed
Barrick attempted a hostile takeover of NovaGold at $16/share, lost, and remained a problematic partner. Kaplan describes the relationship as a 'bear hug' and 'maligned,' and cele…