I love the comments by Peter Lynch in the video below. That thinking is why I would prefer miners to stay low, and even go lower, as long as I have money to invest. It’s simply because I think mining stocks have probably not been...
Continue reading » March 31, 2020 admin Gold & Silver Stocks, Investing Strategies No Comment CLICK HERE to read the full news release from Novo Resources.
Continue reading » March 31, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Novo Resources 3 Comments “James Turk is widely respected as one of the true legends of the gold market, with over 40 years in the business. In conversation with Grant Williams, James looks back on his career, which is entwined with the modern history of gold, examining the potential...
Continue reading » March 30, 2020 admin Gold, Gold & Silver Stocks No Comment “Erik Wetterling joins me today to go down the list of metals companies and his thoughts on the value opportunities in each. We start with production companies that have also sold off and are looking attractive. Next are the developers and exploration companies that were...
Continue reading » March 30, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Kereport, Podcast, Podcasts/Interviews 2 Comments Setting The Scene With the world economy and social fabric rapidly declining I have given a lot of thought into jurisdictional risk. For decades at at least the Western World has been rather peaceful and the economies have grown on the back of expanding credit....
Continue reading » March 29, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, The Economic Depression 1 Comment Below is video featuring Thomas Kaplan who is a well known (contrarian) billionaire. I think he explains the case for gold and gold miners very well in this presentation. Also not his focus on jurisdictional risk, which I will do an article on in the...
Continue reading » March 29, 2020 admin Gold & Silver Stocks, The Economic Depression No Comment Many readers probably know that I have been quite vocal about my distaste for most silver companies (especially producers) over the last couple of months. This is based on both absolute but especially relative valuations versus the gold miners. I thought I would just make...
Continue reading » March 28, 2020 admin Gold & Silver Stocks, Silver No Comment Kalamazoo Resources (KZR.AX) CEO Luke Reinehr interviewed by GoldInvest (Novo Resources is a shareholder in Kalamazoo):
Continue reading » March 27, 2020 admin Gold & Silver Stocks, Horseman's Portfolio No Comment The recent slaughter in the mining space has proven why it’s a good idea to have a broad ranging watch list of companies. There are quite a few companies which I think have good fundamentals but who have been continuously fairly priced. In other words...
Continue reading » March 26, 2020 admin Gold & Silver Stocks, Horseman's Portfolio 1 Comment “Ross Beaty is the Chairman of Equinox Gold and Pan American Silver. Jamie and Ross discuss the challenges facing producing miners during the Covid-19 crisis, the case for owning gold equities, and why Ross is steering clear of oil & gas stocks.” Via Resource Insider:
Continue reading » March 26, 2020 admin Gold & Silver Stocks No Comment 
