Sandstorm Gold

By Anonymous Questions, December 4, 2012

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

Travis: When you refer to Sandstorm as a key holding, are you referring to the stock itself or the warrant? At the risk of asking personal advice, what are your thoughts on warrants in general?

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2 Comments on " Sandstorm Gold"


Travis Johnson, Stock Gumshoe
In this case I happen to hold both stock and warrants — and there’s actually more value in my warrant holdings now than in the equity. I like warrants for getting cheap long-term leverage on positions that I otherwise like a lot and also hold warrants on ROIC, for example, which I wrote about for the Irregulars a couple months ago (though those are a good lesson on volatility, too — the stock moving down 4% can drive the warrant down 25%). Warrants are a way to get leverage on a stock if you don’t want to commit more capital… Read more »
Travis Johnson, Stock Gumshoe

Well, the “Mainz Income Stream” pitch about gold and silver royalty/streaming companies is out in yet another updated variation, getting lots of questions on that. Stocks are still the same as last time around, Sandstorm Gold, Royal Gold, Franco-Nevada and Silver Wheaton, my last piece on this is here.