|Some late updates....|
My Queen's Rpad Capial aka QRC dividends in an RSP account were treated as DRIP, i.e. I got shares and a bit of leftover cash, while the ones in a non-registered account were not, i.e. I received only cash. I will be contacting TDW to find out why.
FWIW, BMO put out a new analyst report on Centmin aka CEE in response to yesterday's updated Resource Report and mine plan for their Sukari gold mine in Egyot. In general BMO sees it as positive, though they do warn about increasing costs. They continue to see CEE as not getting credit yet for the turnaround under new management, and are maintaining them at Outperform with a target of $2.35.
BMO also put out a new analyst report on Nomad Royalties aka NSR in the wake of yesterday's announcement that NSR had acquired a gold stream on IVN's Platreef PGM mine under development in South Africa, with first production slated for 2024. BMO sees the deal as fundamentally accretive to NSR's NAV, and also cite how it underlines the partnership between NSR and Orion, who also announced streaming deal for Platreef yesterday. In response, BMO is keeping NSR at Outperform but raising their target by a dollar to $17.