RNC Minerals (TSX: RNX) - UK Gold Fund Manager Sees Only One Negative

Matthew Gordon,
Ptolemy Capital


Amanda van Dyke tells us: 1. Likes the acquisition of Beta Hunt as RNC Minerals bought cheap and got value. They are now building up a large resource. 2. Likes the acquisition of Higginsville Mill and ounces in the ground. 3. Would be comfortable with this team if they were considering more M&A 4. One note of concern is that despite being the front runner for the company Mark Selby is not on the Board and can't think of another TSX company where that is the case. 5. Excited about the prospect of Dumont.

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