CRUXinvestor IMHO #1 - Weekly Round Up of Our Interviews
Matthew Gordon, Ptolemy Capital
4 Weeks ago
Summary of our thoughts on the companies that we interviewed this week. The interviewees speak for themselves and their companies. But a lot of you ask whether we are invested, investing or would invest in the companies. We are not offering investment advice. We invest our own money.
Only one this week. We visited Toronto last week and took time out to visit RNC Minerals new CEO, Paul Huet. It's a story we knew but had stepped away from but with Paul's arrival we were keen to see what had changed. We will interview him soon but for now this was a data gathering exercise.
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