Friday File: Ligand, Apple, Junior Miners and Katusa’s Montney
by Travis Johnson, Stock Gumshoe | October 21, 2016 6:55 pm
Checking up on some stocks in our universe, plus a brief teaser solution
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Source URL: https://www.stockgumshoe.com/2016/10/friday-file-ligand-apple-junior-miners-and-katusas-montney/
Good stuff as always! Looking forward to future updates 😉
BLACKBIRD ENERGY INC WTS 5/19/21 ?
Yes, I think that’s the expire date.
What’s your take on Gran Colombia Gold?
Colombia risk but looks undervalued on a comparative basis.
Haven’t looked at them, what stands out? Reserves? Timeline? Management? Grade? Partnerships? Usually I avoid junior miners unless there’s something that makes them stand out, because I’m not at all an expert on the geology.
Glad you’re bullish on Apple again. I just sold all my WFC while I still had profit and put it into AAPL.
I never really changed my effective exposure, just replaced equity with calls when the option premium went to almost zero earlier in the year. But yes, I do still thing the prospects are very good that AAPL will do well.
Thanks for looking at Katusa’s Montney teaser. I just invested in Encana (ECA) last month and it’s made a nice gain. It also has property in Montney but it’s a large company. I don’t know if Katusa is pitching Blackbird but Seeking Alpha has an article on Blackbird, NuVista Energy and Encana and Blackbird seems like a match.
http://seekingalpha.com/article/4013806-pipestone-montney-heating-investing-win-blackbird-energy-encana-nuvista
Travis mentions options. I think it would be nice if he offered the irregulars an option idea like once or twice a week.
It is Blackbird Energy that he is teasing. I am paid member of his newsletter. Great deduction Travis.
Maybe you could tell us what his Lithium recco is? Some say the Thinkolater was wide of the mark there.
re Bluebird, Have I got this right? On 4/27/17, common is $0.52 Cdn, warrant $0.285, presumably Cdn. If common goes to $2.00, warrant will be $1.70 ($2.00 minus exercise price of $0.30). So stock will have increased 385% (2.00 / 0.52) and warrant 596% (1.70 / 0.285). Thanks! John