• Novo Resources (banner sponsor)
  • Irving Resources
  • Lion One Metals (banner sponsor)
  • Probe Metals
  • Kalamazoo Resources 

Second tier:

  • TriStar Gold (banner sponsor)
  • Prime Mining (banner sponsor)
  • Miramont Resources (banner sponsor)
  • O3 Mining
  • Valore Metals
  • OceanaGold
  • Premier Gold Mines
  • Argonaut Gold
  • Liberty Gold
  • Mandalay Resources

Then I have multiple 0.1%-2% holdings (mostly sub $20 M MCAP) that are even more speculative like GFG Resources for example. I am more diversified in terms of position sizes than ever given the current chaotic environment we are in.

Note that I constantly re-balance my portfolio based on relative value and I might quickly drop an entire holding I find something that I think is even more undervalued.

Note: This is not investment advice. Always do your own due diligence.

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