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Hi Graham, Both Wheaton Precious Metals and France Nevada are mining Royalty Companies which should be positively correlated to a rising gold price. Both are large caps with Canadian and New York listings. I don't have the US markets on my Stocko account so haven't delved in too deep but a look at the recent stock charts for each Company indicates a steady rise in…

Paul, Graham, Excellent podcast, really insightful and a pleasure to listen to. Keep up the great work. DG

Hi Michael, I hold a small amount of TAP too. I bought it based on fundamentals when it qualified for the sif portfolio. Do you know what the Institutional holders are doing? They are bound to be closer to the newsflow than us!

When FEVRs PE has been in the 40's its usually provided a really good return and I too am considering topping up my 7% position. I think FEVR could continue to be a serious compounder for years to come and grow into a a high rating. If it catches on in the US who know where it could end up. Anecdotally I was out a…

Hi Paul, Whilst reading your piece on ABDP something jumped out at me when you said "Capex has dropped from £8.0m last year, to £3.7m this year. This relates to a new factory, I believe. This is an interesting point to note for the future - ABDP said some time ago that it was facing demand that it could not fulfil, due to capacity constraints.…

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