“Erik Wetterling joins me today to go down the list of metals companies and his thoughts on the value opportunities in each. We start with production companies that have also sold off and are looking attractive. Next are the developers and exploration companies that were...
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March 30, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Kereport, Podcast, Podcasts/Interviews
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Setting The Scene With the world economy and social fabric rapidly declining I have given a lot of thought into jurisdictional risk. For decades at at least the Western World has been rather peaceful and the economies have grown on the back of expanding credit....
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March 29, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, The Economic Depression
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Below is video featuring Thomas Kaplan who is a well known (contrarian) billionaire. I think he explains the case for gold and gold miners very well in this presentation. Also not his focus on jurisdictional risk, which I will do an article on in the...
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March 29, 2020 admin
Gold & Silver Stocks, The Economic Depression
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Many readers probably know that I have been quite vocal about my distaste for most silver companies (especially producers) over the last couple of months. This is based on both absolute but especially relative valuations versus the gold miners. I thought I would just make...
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March 28, 2020 admin
Gold & Silver Stocks, Silver
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Kalamazoo Resources (KZR.AX) CEO Luke Reinehr interviewed by GoldInvest (Novo Resources is a shareholder in Kalamazoo):
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March 27, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio
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The recent slaughter in the mining space has proven why it’s a good idea to have a broad ranging watch list of companies. There are quite a few companies which I think have good fundamentals but who have been continuously fairly priced. In other words...
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March 26, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio
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“Ross Beaty is the Chairman of Equinox Gold and Pan American Silver. Jamie and Ross discuss the challenges facing producing miners during the Covid-19 crisis, the case for owning gold equities, and why Ross is steering clear of oil & gas stocks.” Via Resource Insider:
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March 26, 2020 admin
Gold & Silver Stocks
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CLICK HERE to read the full news release from Novo Resources.
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March 26, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Novo Resources
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Consider this: Commodities are the lowest they have been perhaps ever relative to financial assets. Gold miners are perhaps the lowest they have ever been relative to the price of gold. The world has never been as indebted as it is now We are living...
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March 25, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, The Economic Depression
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CLICK HERE to read the latest News Release from Novo Resources.
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March 25, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Novo Resources
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