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@BS One reason to stay private as a prospect generator (if you have the right backers who understand cyclicality) is that there are always opportunities, both in up and in down markets. Some of the biggest opportunities come along in deep bear markets, when good projects can get really cheap. Buy low, sell high, not just in the stock markets, but exploration ground as well. There are companies who do this while being public too (eg. $RRI picking up projects in 2015 for very little money). $SMD takes it even further, by buying back their own shares, as well as shares of other companies in the open markets, during the down turn, and selling them again when times are good. But for most public companies it's much harder to take advantage of the opportunities that come along in bad markets, with their share prices as low as they are that raising significant money would not be appreciated by shareholders.
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from ~mining syndicate,
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@nicholaslepan Terra CO2 Technologies Ltd. thinks it has found a way for miners to use two major environmental impacts of mines to effectively cancel each other out. The Vancouver company wants to treat mine waste waster using CO2 emissions from the mines themselves. http://www.yukon-news.com/business/b.c.-company-hopes-to-use-mine-emissions-to-treat-toxic-water/ #mining $SMD
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from #index,
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@racker Strategic Metals $SMD keeps dumping Precipitate Gold $PRG: SEDI:PRG not nice!
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from #index,
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@JamesKwantes Introduced myself to PDAC crowd and touched on sponsors $SMD $CGT $IDM as well as the following companies in my deck: $NXE $GXU $MOX $ERD (on track record) - ideas: $ADG $IGO $KG and pending $SMD spinout Trifecta Gold (expected ticker TG). Time for a couple of questions afterwards, both about Trifecta. Offering a #ResourceOpportunities special for week of PDAC: $99 for first year using coupon code PDAC at http://resourceopportunities.com/subscription-information/
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from #index,
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@Samson @jamesKwantes What is the expected timing of the $SMD/Trifecta Gold spinoff? What is the expected spinoff ratio, and do you cover Trifecta in your newsletter?
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@JamesKwantes Re $SMD's spinout of Trifecta Gold, four properties in the White Gold district: it's 1 share of Trifecta for every 4.5 Strategic shares @Samson
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from #index,
@marketwired Strategic Metals Announces Positive Restatement of June 30, 2016 and September 30, 2016 Results @marketwired/strategic-metals-announces-positive-restatement-of $SMD
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from #newsroom,
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@BS @JamesKwantes, for when is the $SMD spin-off expected?
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from #index,
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@JamesKwantes Hearing end of month or next month for listing of $SMD spinoff Trifecta Gold (TG)
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from #index,
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@Samson @JamesKwantes Thanks James, appreciate your work and knowledge! $smd trifecta gold
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from @jameskwantes,
@marketwired Strategic Metals To Hold Special General Meeting on April 21, 2017 To Approve Spin-Out of Trifecta Gold Ltd. @marketwired/strategic-metals-to-hold-special-general-meeting-on $SMD
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from #newsroom,
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@Fischlaender $SMD @JamesKwantes spot on, special general meeting to vote on Trifecta spinout 21 April. Punchlines: "Strategic will distribute most of these Trifecta common shares to Strategic shareholders on the basis of one Trifecta common share for each four and one-half (4 ½) share of Strategic held. Upon completion of the transaction, Strategic will retain approximately 9.8% of the Trifecta shares then outstanding." Question is, how many shares does SMD keep that would then constitute 9.8% of then issued and out..? I assume somewhere between 2.5 and 4 million giving Trifecta a float of somwhere between 25 to 40 million. And not to forget, $MEK has an option agreement with Trifecta for a Yukon project on which MEK can get up to 10 million Trifecta shares in return for Trifecta earning 75% of the project.
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@JamesKwantes @Wannabeinvestor Another way to hedge higher-risk exploration plays is through more "conservative" plays within the sector. Something like $MOX (cash-flowing royalty) fits the bill or prospect generators such as $SMD $RRI $MRO (just remember conservative is a relative term!)
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from #index,
@marketwired Strategic Metals Ltd. receives Interim Order from the Supreme Court of British Columbia to Hold Special General Meeting on April 21, 2017 To Approve Spin-Out of Trifecta Gold Ltd. @marketwired/strategic-metals-ltd-receives-interim-order-from-the $SMD
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from #newsroom,
SEDI_bot Strategic Metals Ltd. $SMD just filed 3 reports. View full report: SEDI:SMD
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from #insiders,
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@JamesKwantes Thanks @Excelsior. One quibble - I didn't say I liked White Gold but was pointing out its relatively rich valuation, and saying that either $WGO is overvalued or some of the other plays in #Yukon are undervalued. $SMD one that comes to mind, at these levels and with Trifecta spinout coming. Doesn't mean $WGO won't go higher!
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from #index,
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@Excelsior @JamesKwantes - You can't trust the #Media to get anything right. Now even you are a victim of #FakeNews. (lol) Still a great article they did for you sir, and I'm also a fan of $WGO and $SMD and the #Yukon. Let's not leave out $AXR $AXU in the Yukon either. There are few that are still undervalued.
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from #index,
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@racker Strategic Metals $SMD keeps dumping Precipitate Gold $PRG shares in the open market: SEDI:PRG
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from #index,
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@JamesKwantes $SMD position in $PRG now down to just 23.4 million shares (30% plus)
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from #index,
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@zadman @JamesKwantes do you know why $SMD is dumping $PRG?
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from #index,
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@JamesKwantes @zadman $SMD still owns more than 31% of $PRG's stock. That's not "dumping" it's trimming. My guess is it's for reasons of diversification and risk management, but that's only a guess
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from #index,
@marketwired Strategic Metals Stakes Additional Targets in Yukon Territory @marketwired/strategic-metals-stakes-additional-targets-in-yukon $SMD
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from #newsroom,
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Lemand @EpsteinResearch Check out $EMX and $ELY and maybe $SMD, which isnt a royalty/streaming company yet, but owns so many properties and has six significant JVs, that it might very well turn into a decent sized royalty/streaming company in the future
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from #gold,
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@Excelsior @EpsteinResearch & @OnlyFlaws - You asked for an updated list of companies with #Royalties and #Streaming arrangements, so here's a list. ~royaltiesandstreams > First of all let me differentiate that a #Stream is when a company puts up money to another company to give them the right to make fixed ongoing payments for each ounce of a commodity purchased. (like buying Gold at $650 an ounce or buying Silver at $4 per ounce). * There are only a handful of companies with actual streams in place, even though the term gets thrown around with Royalties quite often. $FNV Franco-Nevada, $RGLD Royal Gold, $SLW Silver Wheaton, and $SAND $SSL Sandstorm Gold are the 4 big Streaming companies, although all of them also hold a portfolio of Royalties as well. There are only 3 other publicly traded companies that actually hold #streaming arrangements $OR Osisko Gold Royalties, $MLN $MLNGF Marlin Gold and $MMX $MACIF Maverix Metals. In addition, those companies also have #Royalties. There is a private company #TripleFlag that has a stream, and David Morgan's new company Lemuria Royalties that is trying to set up streams, but at this point they only have 1 #royalty. There are other a few rogue streamers in other commodities (like $DMLP Dorchester for streaming Oil/Gas, or $INP for streaming Agricultural crops), but that's the universe of streamers. ** Now, as for #Royalty companies there are a slew of them in the metals space that I'll list below. This list is made up of companies that already have producing royalties, developing royalties, or exploration royalties negotiated. The rest are #ProspectGenerators or #ProjectGenerators that are JVing out their projects to other operators (with the hope of getting some #NSR set up down the road). Enjoy! #ProspectGenerators & #Royalty Companies / Symbol - Canadian / Symbol - OTC ABITIBI ROYALTIES INC $RZZ $ATBYF ALIANZA MINERALS $ANZ $TARSF ALMADEX MINERALS LTD $AMZ $AXDDF ALTIUS MINERALS CORPORATION $ALS $ATUSF ANGKOR GOLD CORP $ANK $ANKOF ANGLO PACIFIC GROUP PLC $APY $AGPIF ARENA MINERALS INCORPORATED $AN $AMRZF AURICO METALS INC $AMI $ARCTF AURION RESOURCES LTD $AU $AIRRF AVRUPA MINERALS LTD $AVU $AVPMF AZIMUT EXPLORATION $AZM $AZMTF BENTON RESOURCES $BEX $BNTRF BRAVADA GOLD CORP $BVA $BGAVF CALIBRE MINING CORP $CXB $CXBMF CANASIL RESOURCES $CLZ $CNSUF CARTIER RESOURCES INC $ECR $ECRFF CARUBE COPPER $CUC $CARCF COMMANDER RESOURCES $CMD $CMDRF CONDOR RESOURCES INC $CN $CNRIF COPPER REEF MINING CORP $CZC $CPEFF EAGLE PLAINS RESOURCES LTD $EPL $EGPLF ELY GOLD & MINERALS INC $ELY $ELYGF EROS RESOURCES CORPORATION $ERC $BPUZF EURASIAN MINERALS INC $EMX $EMXX EVRIM RESOURCES CORP $EVM $EMRRF FANCAMP EXPLORATION LTD $FNC $FNCJF FIRST MINING FINANCE CORP $FF $FFMGF GLOBEX MINING ENTERPRISES INC $GMX $GLBXF GOLDEN VALLEY MINES LTD $GZZ $GLVMF GUNGNIR RESOURCES INC $GUG $ASWRF IDAHO NORTH RESOURCES CORP $IDAH LABRADOR IRON ORE COMPANY $LIF $LIFZF LARA EXPLORATION LTD $LRA $LRAXF MARLIN GOLD MINING $MLN $MLNGF MAVERIX METALS INC $MMX $MACIF MEDGOLD RESOURCES CORP $MED $MGLDF METALLA ROYALTY & STREAMING $MTA $EXCFF MIDLAND EXPLORATION INC $MD $MIDLF MILLROCK RES INC $MRO $MLRKF MIRANDA GOLD CORP $MAD $MRDDF MIRASOL RESOURCES $MRZ $MRZLF MORIEN RESOURCES $MOX $APMCF NORTHERN EMPIRE RESOURCES CORP $NM $PSPGF OSISKO GOLD ROYALTIES $OR $OR OSISKO MINING INCORPORATED $OSK $OBNNF RAINY MOUNTAIN ROYALTY CORP $RMNXF $RMNXF RENAISSANCE GOLD INC $REN $RNSGF REVELO RESOURCES CORP $RVL $INCKF RIVERSIDE RESOURCES INC $RRI $RVSDF SABINA GOLD & SILVER CORP $SBB $SGSVF SILVER RANGE RESOURCES $SNG $SLRRF SOLITARIO EXPLORATION & ROYALTY CORP $SLR $XPL STRATEGIC METALS LTD $SMD $SMDZF TERRACO GOLD CORPORATION $TEN $TCEGF TEUTON RESOURCES $TUO $TEUTF TRANSITION METALS CORP (NEW) $XTM $TNTMF TYPHOON EXPLORATION INC $TYP $TYPFF VISCOUNT MINING CORP $VML $VLMGF
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from ~royaltiesandstreams,
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@internalaudit Besides gold mining companies, what other metal mining company holdings does SMD have? Havent had the chance to look at eaxh one. Price-wise, current and historical, this is looking interesting.
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@jhm Location of Strategic Metal's Midas Touch occurrences relative to ATAC's Orion-Anubis cluster: http://www.strategicmetalsltd.com/assets/img/projects/CragEastArsenicVsATC.jpg+
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@JamesKwantes For those who like a tight share structure -- here comes Trifecta Gold with 22M shares out. Will be spun off from $SMD before long, most of the stock (90% plus) distributed to Strategic shareholders on a 4.5-1 basis #Yukon
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from #index,
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@Fischlaender @JAmesKwantes $SMD Trifecta has optioned a Yukon property from $MEK ('Squid') where they can earn in 75% for cash, exploration plus up to 10 million Trifecta shares. Also the 750k they got from SMD are not going to last long, I guess they will do a pp for somewhere in between 10-15 Cents for minimum a million. FD including warrants Trifecta would then stand somewhere at 50million, still not bad, but the 22 million figure is really just a snapshot. Just imho though.
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@Excelsior Here is an updated 1 Year #chart of a few #ProspectGenerator / #Royalty companies that are more widely followed just to see if retail investors did have an opportunity to make money recently in this sub-sector. ~prospectgenerator $MRZ $RZZ $GZZ $ALS $EMX $AMI $SMD $GMX $MRO $MD http://stockcharts.com/freecharts/perf.php?MRZ.V,RZZ.V,GZZ.V,ALS.TO,EMX.V,AMI.TO,SMD.V,GMX.TO,MRO.V,MD.V&p=5&O=011000 _________________________________________________________________ As a shareholder of a few of these companies, I've been pretty happy overall, and didn't "lose my shirt" on any of them. The other thing that should be noted is that since they are more diversified, they may not have the upside of a single project #Explorer, but they don't have the downside risk if a company like that puts out dusters or just simply has an uneconomic project. Part of the blessing/curse of diversification is that it caps upside potential, but simultaneously reduces downside risk. They achieve a different place and purpose in one's portfolio. These companies are perfect #ProfitDumpsters = when you have a winning trade on a riskier miner, dump some of those profits in a #ProspectGenerator or #Royalty company or even a #streaming company for a less risky and more measured increase. Also, as @PamplonaTrader mentioned - $RMC Timok or $CGP Cascabel (and I'd add $KAM Kaminak & $KSK Kiska Metals to that list) can be great ways to play a #takeover. Those kinds of transactions do typically benefit shareholders [depending on when they got positioned in the stock].
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from ~prospectgenerator,
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@JamesKwantes Late on the #prospectgenerator discussion but $SMD one that does an exceptional job imo. Spinning out Trifecta soon to surface more value. And upside too - have a look at the chart back when $ATC had their big discovery in 2010-11
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from #index,
SEDI_bot Strategic Metals Ltd. $SMD just filed 2 reports. View full report: SEDI:SMD
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from #insiders,
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@MiningCatalyst Resource Opportunities @jameskwantes promo on $SMD spin out Trifecta Gold $TG in your mail now! #promotions @JamesKwantes/an-undervalued-mining-play-in-a-storied-gold-district
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from #index,
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anonymous An Undervalued Mining Play in a Storied Gold District, by @JamesKwantes @JamesKwantes/an-undervalued-mining-play-in-a-storied-gold-district $SMD $TG
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from #articles,
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@JamesKwantes My latest feature - An undervalued mining play in a storied gold district @jameskwantes/an-undervalued-mining-play-in-a-storied-gold-district. Topic: Strategic Metals and its value-creating spinout of new gold explorer Trifecta Gold, which has four properties in the Yukon's hot White Gold district. Trifecta is expected to begin trading as $TG on the Venture next month. Proud to have Strategic as one of 3 Resource Opportunities sponsor companies $SMD $ATC $RK $SNG $PRG $ABX $G #gold #Yukon
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from #index,
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@JamesKwantes Nice list @Goldfinger. Interesting to see that four of the top 10 ( $ABX $G $AEM $NEM) have invested in #Yukon plays in just the past year. Was a theme of my latest piece @jameskwantes/an-undervalued-mining-play-in-a-storied-gold-district $SMD $TG
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from #index,
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@JamesKwantes Sounds like record date for Trifecta Gold spinout from $SMD will be set tomorrow. Story about it: http://www.mining.com/web/an-undervalued-mining-play-in-a-storied-gold-district/
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from #index,
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@hunter $SMD a bright spot today up over 5%...
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@hunter well I spoke too soon, but still green $SMD
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@BS James Kwantes, any news on the Strategic Metals spinoff date? $smd
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from #index,
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@JamesKwantes On Strategic Metals and $TG spinout, company is still waiting to hear back from the exchange. Record date for distribution could be next week but no guarantees $SMD
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from #index,
@marketwired Strategic Metals Ltd. Announces Shareholder Approval of Plan of Arrangement and Sets Share Distribution Record Date @marketwired/strategic-metals-ltd-announces-shareholder-approval $SMD #news/mining
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from #newsroom,
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@JamesKwantes Share distribution record date of May 5 for Strategic Metals $SMD spinout of Trifecta Gold $TG. Strategic shareholders will get 1 Trifecta share for each 4.5 SMD shares held and will own about 86% of Trifecta shares. Strategic will own 9.2% and optioners of Squid property (part of TG's Trident project) will own 4.8% @marketwired/strategic-metals-ltd-announces-shareholder-approval
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from #index,
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@RocketRed $TG hopefully better luck in finding a deposit $SMD to date has not found much
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from #index,
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@RocketRed $Smd more of a mutual fund of juniors
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from #index,
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@JamesKwantes $SMD prospecting and drilling primarily to generate interest for the properties. And yes, it's more of an investment fund. But large land positions around every single Yukon project that the majors have bought into in the past year - $G's Coffee, $AEM and $WGO, $ABX and $ATC (which they own 8% plus of) and Newmont/ $GSR. Also $TG is a chance for retail shareholders to get in on a promising exploreco out of the gate, which doesn't happen too often. Usually that's the realm of insiders and friends. Obviously, I'm long and biased #newbies #hotpick
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from #index,
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@dropshot $SMD poking its head above the downtrend line. MACD, stokes and RSI constructive. I'm long $SMD http://cdn.ceo.ca/1cg24ra-smddly42617.png+
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@marketwired Strategic Metals Ltd. Announces Extension of Share Distribution Record Date in connection with Plan of Arrangement @marketwired/strategic-metals-ltd-announces-extension-of-share $SMD #news/mining
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from #newsroom,
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@Samson So is $smd currently trading at ex dividend of $TG shares?
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