I have been invested in the Mexico focused company called Defiance Silver Corp for several months and am happy to have the company come on as a sponsor or The Hedgeless Horseman. I think it is one of the more unique stories out there given that the company has a major gold/copper asset as well as a silver asset with tier 1 exploration potential located in Mexico. As I see it I get some great margin of safety, metal diversification and substantial exploration potential in the same vehicle. The gold/copper asset alone, in its current form, is worth a lot more than the Enterprise Value of the company on paper.
Be on the lookout for a piece where I explain my investment case for the company in the coming weeks.
Company website: LINK
Erik Wetterling aka The Hedgeless Horseman