If we are headed for deflation, if only temporary, then cashed up juniors with little to almost no fixed costs and high margin producers with little debt would be the best choices. The cash will go up in purchasing power and the higher margin producers...
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March 16, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, The Economic Depression
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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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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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Which mining stocks in your portfolio would you recommend a family member to buy? Which mining stocks in your portfolio would you say have fairly low downside? Which mining stocks in your portfolio would you be comfortable holding for 1 year with no option to...
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January 13, 2020 admin
Investing Strategies
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The “newbie” premium and discount I know a lot of people who have bought a stock because it was “cheap” and when I have asked WHY they think it’s cheap they literally quote the share price. I have had this kind of conversation with both...
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January 7, 2020 admin
Gold & Silver Stocks, Investing Strategies
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For a project to reach the critical threshold of becoming “mine worthy” is a long, hard and rare path. Yet, this is often not reflected when I look at relative valuations in the junior space. There are plenty of juniors who have run to $20M+...
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January 4, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies
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CLICK HERE to listen to my latest interview with Cory Fleck of Kereport.com Companies discussed: Aloro Mining, Lion One Metals, Mandalay Resources & Argonaut Gold etc.
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January 3, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Kereport, Podcasts/Interviews
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Things I learned or lessons that were reinforced: Don’t let other people influence you too much. If a case doesn’t make sense to you, even though it seems to make a lot of sense for others, you probably should stay out. One can’t “transfer” conviction...
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December 22, 2019 admin
Investing Strategies
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I get a lot of questions about how one would go about learning more about mining investing. Therefore I have decided to put up a “Mining Education” page with educational material. It will contain resources on Geology, specific ore deposits and what to think about...
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October 14, 2019 admin
Gold & Silver Stocks, Investing Strategies
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When I started out investing in miners I bought a lot of “cheap” developers who had a lot of ounces in the ground. Some of these led to great returns during the epic 2016 rally in miners. Most of these later crashed back to where...
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October 6, 2019 admin
Horseman's Portfolio, Investing Strategies
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