by Travis Johnson, Stock Gumshoe | March 30, 2012 7:44 pm
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Travis:
Thank you for sharing your thoughts on your holdings. I own AOIFF, Sandstorm, and a few of your other recommendations, and notes such as these, provide a window into your current thinking after the original recommendations.
Raja
Sea drill question… Do you Travis or anyone else know what affects SDRL’s potential Brazilian IPO will have on shareholders? Would we get anything or is this a completely separate deal.
Thanks
I think it’s likely to lead to a special cash dividend if it goes well, since that’s what his companies tend to do when they monetize assets, but I doubt they’d spin off shares since they’ll probably only trade in Brazil. Just my guess.
There is a new investor presentation on the SILU dated July 2012
Travis, thanks for the update on SILU. I will wait until the current dividend comes out before i decide whether to keep it or not. It has been disappointing and like you said…has paper losses.