I’m not a geologist. I am not a mining engineer. I am not a “trained” finance guy even though I studied economics in university… On paper I guess I shouldn’t be successful when it comes to mining investing… However I have been pretty successful and...
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June 22, 2021 admin
Crescat Capital, Investing Strategies
2 Comments
It’s time for some lessons… I wrote the following on April 12 in a piece titled “Three High Octane Exploration Stories: Prosper Gold, Labrador Gold & NuLegacy Gold” (Labrador Gold was trading at $0.54/share at the time) FWIW it looks like the share price has...
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May 12, 2021 admin
Investing Strategies, Labrador Gold
6 Comments
Greed is good if it is rational. To become more greedy at the right time takes discipline, conviction and a value investing mindset. Also I think it is important to view stocks as shares of an actual company and not just pieces of paper… That...
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March 22, 2021 admin
Gold & Silver Stocks, Investing Strategies, Uncategorized
12 Comments
A few things to consider… The junior miners are so cheap, on average, right now that there is really no need to go sifting through the trash bin. Identify the companies with great management, money in the bank and high quality projects. Put all companies...
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March 22, 2021 admin
Investing Strategies
No Comment
With miners showing the best risk/reward opportunities I have ever seen across the board it makes it much harder to decide which companies to put more or less money into. A few months ago when valuations were higher there were maybe 5-10 absolute no brainers...
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March 18, 2021 admin
Investing Strategies
3 Comments
In this piece I will discuss some of the criteria I use when evaluating junior exploration plays as well as touch a bit on how I think in terms of timing. Hopefully you will find it helpful in your own investing endeavors. Setting The Scene...
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February 9, 2021 admin
Horseman's Portfolio, Investing Strategies
2 Comments
One strategy I think one could pretty much beat the index with every year is to pick up sleepers in the form of cashed up juniors who explore in the parts of the world where snow makes it impossible to work for almost half of...
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December 9, 2020 admin
Investing Strategies
2 Comments
Exploration is very risky as most people will know and only a fraction of all the exploration targets out there will ever become a material discovery. Thus, the people factor is extremely important since the exploration “champions” would not bother with anything other than the...
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November 20, 2020 admin
Inflection Resources, Investing Strategies
4 Comments
Flashback to 2015/2016: Portfolio went down 48% in just a few months during the bottom grind. During the next 8 months it went up 500% and the return over the 11 month period was 212% even though I obviously didn't pick the exact bottom. #Perspective...
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November 18, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies
4 Comments
Confusing risk and uncertainty is probably the most common mistake I see investors doing. Confusing risk and volatility is another big one. Risk is not where the share price will go in the short term (unless you are purely a short term trader). High uncertainty...
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November 16, 2020 admin
Investing Strategies
1 Comment
