Bought (relatively big positions) Abraplata Resource Corp Silver explorer focused on Argentina ~23 MUSD market cap Flagship project: 81.3Moz Ag + 755Koz Au = 1.9Moz AuEQ Significant shareholders: 13.7% Management, 19.9 Silver Standard Comments: Very cheap based on P/Resources, Seems very underfollowed (My broker didn’t...
Continue reading » July 31, 2017 admin Gold & Silver Stocks, Horseman's Portfolio 2 Comments Bought: Osprey Gold Biterroot Resources Brixton Metals Impact Silver Trimmed positions: Telson Resources
Continue reading » July 8, 2017 admin Gold & Silver Stocks, Horseman's Portfolio No Comment Next two weeks will be the most interesting ones for the miners in many months… We are nearing the end of a multi month triangle and bumping up against a downward trend ceiling that goes all the way back to 2011. When this...
Continue reading » June 16, 2017 admin Gold, Gold & Silver Stocks, Horseman's Portfolio, Silver No Comment Action over the last two weeks New positions: Bitterroot Resources (re-entry) Avino Silver and Gold Mines (re-entry) Impact Silver (re-entry) Brixton Metals (re-entry) Americas Silver Corp (re-entry) Golden Arrow Resources Corp (re-entry) Klondex Mines Red Eagle Mining Almadex Minerals Aurvista Gold Corp Most new positions are...
Continue reading » June 16, 2017 admin Horseman's Portfolio No Comment I picked up some VIX (Volatility Index) 2x longs early in the day since the VIX was trading at a 24(!) year low. It was only a day trade and I only held it for a few hours. I might as well have kept it...
Continue reading » June 9, 2017 admin Horseman's Portfolio No Comment Nasdaq began to drop on massive volume during the latter part of the day. It was even and heavy selling across the board, including the ultra caps such as Facebook, Amazon, Netflix, Google (FANG) and Apple.
Continue reading » June 9, 2017 admin Horseman's Portfolio No Comment During the last two to three weeks I have added six new positions that I am just done accumulating: Newrange Gold Telson Resources Almadex Minerals Great Panther Silver Kerr Mines Otis Gold Increased position in: Cordoba Minerals Decreased positions in: Sunvest Minerals Gungnir Resources ATM I am...
Continue reading » May 29, 2017 admin Gold & Silver Stocks, Horseman's Portfolio No Comment In this post I will try to explain my overall investing strategy when it comes to my effort to maximize gains in a precious metal miners bull market by reducing my opportunities to make an untimely exit (mistake). This post is not about day- or...
Continue reading » May 17, 2017 admin Gold & Silver Stocks, Horseman's Portfolio No Comment Added Dolly Varden Silver Corp Impact Silver Corp Resource Capital Gold Corp Sage Gold Inc Cut Golden Arrow Resources Corp Southern Silver Exploration Corp Arizona Silver Betterroot Resources New positions Gungnir Resources Inc Sunvest Minerals Corp TerraX Minerals Inc Santacruz Silver Mining Teranga Gold Corp...
Continue reading » April 28, 2017 admin Gold & Silver Stocks, Horseman's Portfolio No Comment Snippet: “The falling average yield in the silver mining industry seems to be overlooked by the majority of analysts. As we can see in the chart above, the primary silver miner’s average yield has fallen from 13 oz/t in 2005 to 7.4 oz/t in 2016. ...
Continue reading » April 24, 2017 admin Gold & Silver Stocks, Horseman's Portfolio, Silver No Comment 
