Portfolio Update: Recent Action

Portfolio
First off I would like to say thank you to Mr. Novo Resources, Mr. GFG Resources, Mr. Dolly Varden Silver (all top 5 positions) and finally Mr. Telson Resources (which rocketed 47.50% today!) , who attributed to a new ATH in Horseman’s portfolio. Horseman’s portfolio performance:...
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GFG Resources Inc (GGF.V): My New Top 2 Holding

North Stock & Antilope
GFG Resources Inc Website: www.gfgresources.com Flagship project: Rattlesnake Hills Gold Project (33.5K acres) Location: Wyoming, USA Shares outstanding (basic): 50.3M Shares outstanding (fully diluted): 53.0M Market Cap (fully diluted @ CAD$0.52):  USD$22M Cash (March 31): USD$4.5M Enterprise Value: USD$17.5M Management ownership: ~15% Since the first...
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Portfolio Update: Last Days Action

Portfolio
New positions (“lottery tickets”): Cache Exploration Inc Silver Spruce Resources K2 Gold Corporation New positions (starter positions): Redstar Gold Corp Excellon Resources Inc Liberty Gold Corp Pure Gold Mining Inc Added to existing positions in: Otis Gold Corp (top 5 holding) AbraPlata Resource Corp Dolly...
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Portfolio Update: Last Two Weeks Action

Portfolio
Bought (relatively big positions) Abraplata Resource Corp  Silver explorer focused on Argentina ~23 MUSD market cap Flagship project: 81.3Moz Ag + 755Koz Au = 1.9Moz AuEQ Significant shareholders: 13.7% Management, 19.9 Silver Standard Comments: Very cheap based on P/Resources, Seems very underfollowed (My broker didn’t...
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Portfolio Update: Adds and Cuts

Portfolio
Action over the last two weeks New positions: Bitterroot Resources (re-entry) Avino Silver and Gold Mines (re-entry) Impact Silver (re-entry) Brixton Metals (re-entry) Americas Silver Corp (re-entry) Golden Arrow Resources Corp (re-entry) Klondex Mines Red Eagle Mining Almadex Minerals Aurvista Gold Corp Most new positions are...
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