Source: Fosterville Mine from Kirkland Lake Gold.
Investment Thesis
The Toronto-based Kirkland Lake Gold (KL) never ceased to amaze me. Gold production growth is frankly incredible - especially at Fosterville. It equals in strength to the sharp increase in gold price due to geopolitical tensions in the Middle East, with a possible direct armed conflict between the USA and Iran.
A few months ago, while I was impressed by the company's performance, I decided to invest a small long-term position, but I may have been too shy, and what I see developing pushes me to