From memory, Roger didnt go into any detail but stated that his valuation for Silverlake was in excess of $3.
He has said that his fund has been accumulating a gold stock for several weeks now but has not disclosed which stock it is. My friend and I thought it may have been RMS that he has been buying.
Good to see that Roger is a man of his word - he said that he wont release what gold stock he is buying but if someone rings up enquiring about a stock that he to is buying, he will disclose that.
SLR Price at posting:
$2.19 Sentiment: LT Buy Disclosure: Held