Below you sill see a couple of slides from the Beaton’s Creek Leapfrog model. I will likely write more about this later but until then I thought I would post the slides at least. Reefs under and adjacent to Grants Hill pit (Pit outline...
Continue reading » May 11, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Novo Resources No Comment American essayist, scholar and former trader Nassim Nicholas Taleb, whose work focuses on problems of randomness, probability, and uncertainty, discusses his latest book “Skin in the Game”. Nassim explores the notion that ‘skin in the game’ is necessary for fairness, commercial efficiency, and risk management,...
Continue reading » May 11, 2020 admin Investing Clips No Comment Anyone ever seen someone in the mining space recommend a book on value investing or investing overall? Me neither. Personally I consider investing theory to be much more important than knowledge of geology or mining engineering. … Think about it. I would say that the...
Continue reading » May 7, 2020 admin Investing Strategies 2 Comments Novo Resources and Lion One Metals presented yesterday and TriStar Gold presented today. The videos get uploaded HERE under the “Presentations” tab.
Continue reading » May 7, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Lion One Metals, Novo Resources, Tristar Gold 1 Comment CLICK HERE to read an analyst report on Lion One Metals by Mike Niehuser of Scarsdale Equities LLC.
Continue reading » May 6, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Lion One Metals No Comment A recent video interview with Andrew Bowering of Prime Mining can be found HERE.
Continue reading » May 6, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Prime Mining No Comment Setting The Scene: Competitive advantage, mine life and market potential A gold mining company has the perfect moat and a closed market. There is always a universal buyer. No competitor can take away your competitive advantage (cost structure for example). Any mine’s margins will fluctuate...
Continue reading » May 5, 2020 admin Gold, Gold & Silver Stocks, Investing Strategies, Irving Resources, Lion One Metals, Novo Resources, Tristar Gold, Uncategorized 2 Comments CLICK HERE to listen to the latest interview with Quinton Hennigh done by Cory Fleck of kereport.com
Continue reading » May 5, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Kereport, Novo Resources No Comment What is your background? How did you get into mining? I grew up on a farm in West Australia. After leaving university with a science degree in geology I worked in goldmines and exploration to the north of Kalgoorlie. Since September of 1995 most of...
Continue reading » May 5, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Tristar Gold No Comment 
