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    Mike Kozak

    Research Analyst at Cantor Fitzgerald

    Mike Kozak is an Equity Research Analyst at Cantor Fitzgerald Canada, specializing in the metals and mining sector with a focus on uranium, gold, and other precious metals companies. He covers firms such as Cameco, Sprott Physical Uranium Trust, Ur-Energy, Yellow Cake, Caledonia Mining Corporation, Hecla Mining, and Contango Ore, with recent records indicating a 20% success rate and an average return of -11.86% across nine ratings. Kozak began his career after earning his undergraduate degree from the University of British Columbia in 2006, previously holding analyst roles at Cormark Securities from 2007 to 2010, and serving as a principal at both Teck Resources and Barrick Gold before joining Cantor Fitzgerald in 2016. He is registered with FINRA in Canada and holds relevant securities licenses, and has occasionally published macro notes for institutional clients.

    Mike Kozak's questions to SPROTT (SII) leadership

    Mike Kozak's questions to SPROTT (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 (MUX) leadership

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

    Question

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

    Answer

    CEO Robert McEwen responded that the company would consider selling its interest in the San Jose mine 'at the right price.' He also confirmed that they have been approached by one potential buyer, but stated that nothing concrete has been established.

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