At this moment, cash is king. It is outperforming stocks, (paper) gold, commodities and mining equities. What we are seeing in the world economy is highly deflationary. The thing is that neither the banking systems, economies, nor Central Banks can stand deflation. Given the record...
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March 16, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies
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We are seeing a mining sector with “artificial” pricing right now. Price is not reflecting value at all, across the board. It might even diverge further even though even the producers look cheaper than the 2015 bottom. Nothing makes sense right now. Theoretically this price...
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March 14, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies
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OK, time for some reflections… Everyone probably has a good example of giving out a tip or two to family members and/or friends… Or possibly even managing some of said people’s portfolios… And the tips and/or portfolio management for others will often result in strategies...
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March 11, 2020 admin
Investing Strategies, Irving Resources, Lion One Metals
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Infromation such as news releases, presentations, technical reports, interviews and other due diligence should be used to come up with assessment of a company’s fair VALUE . Then you look at what the market is selling a piece of the company for, and sell if...
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March 5, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies
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Juniors are cheap now, on average. Many juniors are trading far below their Expected/Intrinsic Value. Especially when considering that the price of their product, which is gold, is selling for $1,587 in US dollars and at all-time-highs in other currencies… Yet many juniors are currently...
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March 2, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies
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So here we are… Blood is running in the streets and no asset class is spared. Investors are panicking and selling anything and everything, regardless of valuations… “I must get out now at any cost!” seems to be the modus operandi. Some junior mining stocks...
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February 28, 2020 admin
Investing Strategies, Irving Resources, Lion One Metals
5 Comments
Recommended Reading: “Gold Mine Gangs Tote AK-47s to Outgun South African Police” – Bloomberg.com Makes me wonder how hard it might be for miners when a global economic downturn hits. Physical gold/silver held in private is of course the “safest haven”. Question is how much...
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February 2, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies, State of The World
2 Comments
Risk VS Uncertainty… Not the same thing but often treated as such… Case in point when people consider Novo to be extremely risky/speculative because the targets are highly unconventional. Some even, for some reason, goes so far as to claim that “Novo has no gold”....
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January 26, 2020 admin
Investing Strategies, Novo Resources
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Some recent material events/insights: The appointment of a senior Sumitomo member to the board $4M stake in a Victorian gold junior that might be on to a Fosterville-like deposit Options tied to production results issued Mill negotiations seemingly going well Ore sorting technology advancing that...
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January 20, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies, Novo Resources
16 Comments
Some tips to ponder this weekend:
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January 18, 2020 admin
Investing Strategies
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