Andrew Kustas

Owner and Investment Principal of White Pine Investments 🌲

[Andrew Kustas @AndrewKustas]

Now at an 11% yield $LILAP

[Andrew Kustas @AndrewKustas]

$LILAP on sale first day of trading

[Andrew Kustas @AndrewKustas]

@christankerfund Interesting … may trim

[Andrew Kustas @AndrewKustas]

@christankerfund Ppl were sleepin on this one

[Andrew Kustas @AndrewKustas]

@christankerfund For sure … at these rates, $4 isn’t outta the question

[Andrew Kustas @AndrewKustas]

They’ve been fortunate to be able to distribute a high div rhrough timely purchase/sales but at some point that luck may dry up ..I’d rather see say a 5c div and keep the rest for fleet renewal as there are not many bargains out there atm. Q2 should be really good though between rates and cap gains

[Andrew Kustas @AndrewKustas]

@KramerKarma1 Can you give us the back of the envelope investment case at this price for Hemlo if you have time? tia

[Andrew Kustas @AndrewKustas]

@KramerKarma1 Yes starcore is much too cheap here

[Andrew Kustas @AndrewKustas]

@KramerKarma1 Yep

[Andrew Kustas @AndrewKustas]

@christankerfund If they ever initiate a buyback that will be earth shattering

[Andrew Kustas @AndrewKustas]

@christankerfund Dang sold too early

[Andrew Kustas @AndrewKustas]

@christankerfund Ok 👍🏽

[Andrew Kustas @AndrewKustas]

@christankerfund Nice!

[Andrew Kustas @AndrewKustas]

@christankerfund Was hoping for the series D redemption from $TORO but nothing yet

[Andrew Kustas @AndrewKustas]

@christankerfund Starving for some news from this one

[Andrew Kustas @AndrewKustas]

Forgot $TORO actually has until April 30 to file 20-F

[Andrew Kustas @AndrewKustas]

At some point we should hear from $TORO 🤔

[Andrew Kustas @AndrewKustas]

@Henrik115 Unbelievable how cheap this and others have become … what happens if gold gets to $4K?

[Andrew Kustas @AndrewKustas]

@christankerfund Buying opportunity