Setting the Scene Stan Druckenmiller is one investment legend that has influenced me the most I think. In the short clip below I see his investment philosophy as a mixture of Pareto’s Law (The 80/20 law) and “time’arbitrage”. (HH: Notice the reaction of the crowd...
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July 29, 2018 admin
Investing Strategies, Novo Resources
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I thought I would just make some quick notes on the latest NR and tie that into recent and historic findings… Bullet points: Approximately 7.5 km of continuous GOLD BEARING conglomerate strike The tuff marker bed is DISTINCT and is easy to spot...
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June 28, 2018 admin
Novo Resources, Pilbara
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There was a very interesting video presentation done by Quinton Hennigh (which was recorded on May 30 and uploaded yesterday on June 21) posted in the CEO forum today by “jims”. Probably the juiciest presentation done to date in my opinion. (Big spoiler: The Beaton’s...
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June 21, 2018 admin
Novo Resources, Pilbara
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Correlations during the last month: Some comments (keep in mind that this is not a large sample size): Novo and Pacton are highly correlated. Artemis and Kairos are highly correlated. Kirkland and Novo are interestingly not correlated at all. Kirkland is negatively correlated...
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June 18, 2018 admin
Novo Resources, Pilbara
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Even with Kirkland Lake Gold picking up 4 M shares for $20 M it seems that Eric Sprott wasn’t satisfied yet (Mr Sprott is the largest owner or Kirkland Lake Gold): … Selling into heavy insider buying is something I personally try to...
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June 16, 2018 admin
Novo Resources
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I thought I would take a moment and discuss a bit about the different factors that I believe go into Novo’s decision making which has many people polarized as to what course of action they should or should not take. The theme of this post...
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June 13, 2018 admin
Novo Resources
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I thought it would be interesting to discuss Novo from some of the bears points of view and tie that into a Risk/Reward scenario. I got the idea from Goldfinger over at who suggested I could write something about why some market participants do not...
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June 7, 2018 admin
Novo Resources
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I just wanted to do a quick post regarding some of the information and schematics that were included in the latest Novo News Release and to hopefully put the bulk samples into context. (Oh and the text font looks messed up at the moment… Apologies)...
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June 4, 2018 admin
Novo Resources
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As we saw a huge reaction in the Novo Resources share price today I would like to give my take on the News Release and other developments as of late. (In short; This is the biggest over-reaction we have seen in Novo so far. It...
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June 1, 2018 admin
Novo Resources
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1. Artemis Resources – “Comet Well West Conglomerate Gold Update.” 2. De Grey Mining – “Shallow High-Grade Got at Mt Berghaus”
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May 28, 2018 admin
Novo Resources, Pilbara
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