Q4 2014 Holdings
Filed 2015-02-17 | 11 holdings | $101.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Turquoise Hill RES LTD | COM | 900435108 | $16.1K | 5,205,000 | 15.9% |
| Nevsun RES LTD | COM | 64156L101 | $14.5K | 3,746,100 | 14.3% |
| Taseko Mines LTD(TGB) | COM | 876511106 | $14.0K | 13,607,974 | 13.8% |
| Cameco Corp(CCJ) | COM | 13321L108 | $13.6K | 827,602 | 13.4% |
| Aurico Gold Inc | COM | 05155C105 | $12.8K | 3,910,114 | 12.6% |
| B2gold Corp(BTG) | COM | 11777Q209 | $9.4K | 5,718,000 | 9.2% |
| Platinum Group Metals LTD | COM NEW | 72765Q205 | $7.1K | 15,000,000 | 7.0% |
| Molycorp Inc del | NOTE 3.250% 6/1 | 608753AA7 | $4.4K | $11,577,000 | 4.3% |
| Stillwater MNG Co | COM | 86074Q102 | $4.3K | 290,000 | 4.2% |
| Exeter RES Corp | COM | 301835104 | $4.1K | 6,872,500 | 4.0% |
| Banro Corp | COM | 066800103 | $1.2K | 9,000,000 | 1.2% |