I recently had a Zoom meeting with Will Ansley who is Vice President Corporate Development & Investor Relations and Greg McKenzie who is President, CEO and Director of Golden Tag Resources Ltd. We agreed to have Golden Tag come on as a banner sponsor of The Hedgeless Horseman.
I was pretty much neutral going into the meeting which I told the guys straight out of the gate. However, after Will’s presentation I warmed up to the company. My initial view had been that it was almost a pure beta play on silver given that their silver resources are huge but the grade is not great. On top of that it is currently a quite deep deposit which would require underground bulk mining. In other words the alpha potential was not obvious to me but Will went on to explain the company’s current strategy and how the team believes the San Diego Project in Mexico has the potential to change a lot in the future through exploration in three main areas. Long story short the project could grow further, and go up in quality, which makes it a quite interesting case going into a bull market in silver. What tipped the scale for me at the end of the day is the fact that Will Ansley has been involved with the development and construction of seven mines and if he thinks Golden Tag could be a real, big silver mine then who am I to argue.
If you’re a silver bull then I think Golden Tag is one to watch because the company is already on the way of trying to unlock and evolve their already huge silver deposit(s) and the story could quickly change for the better.
Company website: LINK
(Note: This is not investment or trading advice. Always do your own due diligence.)
Erik Wetterling / The Hedgeless Horseman
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