http://finance.yahoo.com/mbview/threadview/;_ylt=AqYJjQpSoirxgKFP_ydS2o7eAohG;_ylu=X3oDMTFqc25qczRqBG1pdANNZXNzYWdlIEJvYXJkcyB3aWRnZXQEcG9zAzIwBHNlYwNNZWRpYU1zZ0JvYXJkcw--;_ylg=X3oDMTFlamZvM2ZlBGludGwDdXMEbGFuZwNlbi11cwRwc3RhaWQDBHBzdGNhdAMEcHQDc2VjdGlvbnM-;_ylv=3?&bn=92d774a3-10fe-35f2-9035-7792cdab4a59&tid=1360956777101-d78e9a50-45aa-4732-b576-bbd88a953d70

 

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Reply to
short interest
by augustusgloop •Feb 15, 2013 2:32 PM
augustusgloop • 28 minutes ago
THM--is interesting. Getting beaten up badly, though none of the major institutional shareholders has liquidated. Tocqueville Asset Mgt (not just the gold fund) has 17% share of the company. You could argue that THM is Tocqueville's baby, they even bought more shares Q4 (and I think Q3). They seem to function like an activist investor/quasi-venture capitalist w/ them.
Weiss Asset Mgt has almost 10% of their assets in it. And obviously AU has a size-able stake.
The downside is that the cap ex is fairly large on THM, production is pretty far out on the horizon, etc. plus side is that it is huge deposit & open pit in alaska. Less
Reply to
short interest
by augustusgloop •Feb 15, 2013 2:32 PM
ultraific2 • 9 hours ago
I heard him say it on radio recently. He thinks it's only a short-term phenomena, and that long term, any asset that traditionally correlates increased value with rising inflation, will do well. He likes farmland over gold, but likes them both for the longterm.
Reply to
short interest
by augustusgloop •Feb 15, 2013 2:32 PM
readpredatornation • 11 hours ago
Not sure why Paulson likes THM so much. Good political jurisdiction and infrastructure but that stock has been terrible for a long time now.
The only thing I can think of is he has inside information that a buyout from one of the majors is inevitable and he's willing to wait it out.
Reply to
short interest
by augustusgloop •Feb 15, 2013 2:32 PM