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    Mike Kozak • Cantor Fitzgerald

    Mike Kozak's questions to Sprott Inc (SII) leadership

    Mike Kozak's questions to Sprott Inc (SII) leadership • Q2 2025

    Question

    Mike Kozak from Cantor Fitzgerald & Co. asked about Sprott's dividend policy, specifically if a special dividend would be considered given the strong cash flow from multiple metals performing well. He also inquired if Sprott would consider launching an ETF tracking the downstream nuclear fuel cycle, such as conversion and enrichment.

    Answer

    CEO Whitney George responded that shareholders generally prefer consistent dividend growth over special dividends, and the company will focus on its payout ratio, opportunistic share buybacks, and potential small acquisitions. Regarding a new nuclear ETF, CEO of Sprott Asset Management John Ciampaglia and Whitney George stated that while they are opportunistic, they are cautious about creating 'me-too' products and prefer to stay focused on their core strengths in metals and mining.

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    Mike Kozak's questions to McEwen Mining Inc (MUX) leadership

    Mike Kozak's questions to McEwen Mining Inc (MUX) leadership • Q3 2024

    Question

    Mike Kozak of Cantor Fitzgerald asked if McEwen Mining would consider monetizing its interest in the San Jose mine or Project Phoenix, given the recent strength in silver prices and the company's increasing focus on copper.

    Answer

    CEO Robert McEwen confirmed that the company would consider selling its interest in the San Jose mine at the right price. He acknowledged there has been internal consideration and that they have been approached by one potential buyer, although nothing is concrete at this time.

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