Even though I only own companies that I feel are worth more than their price, I do enjoy looking at charts now and then. My top 3 holdings (Novo, Irving & Lion One) all seem to be stuck in consolidation patterns. Basically I expect them...
Continue reading » July 3, 2019 admin Chart of the Day, Gold & Silver Stocks, Horseman's Portfolio, Irving Resources, Lion One Metals, Novo Resources 4 Comments The following video starts off with a few comments from Keith Barron and Quinton Hennigh who are discussing the merits of colluvial/elluvial placer deposits during the CDFund Discovery Day in Amsterdam. After that we take a look at the massive scrapings found along a 200km+...
Continue reading » June 29, 2019 admin Gold & Silver Stocks, Horseman's Portfolio, Novo Resources, Pilbara No Comment A new news release from Novo can be read HERE.
Continue reading » June 28, 2019 admin Gold & Silver Stocks, Horseman's Portfolio, Novo Resources No Comment Quinton Hennigh’s presentation has already been uploaded and can be watched HERE. Things that stood out: Egina looks better and better both in a geological sense as well as cash flow potential Sumitomo is the committed funding partner that will help Novo unlock Pilbara Basically...
Continue reading » June 20, 2019 admin Gold & Silver Stocks, Horseman's Portfolio, Novo Resources, Pilbara No Comment Continue reading » June 17, 2019 admin Gold & Silver Stocks, Horseman's Portfolio, Novo Resources, Pilbara No Comment What was the impact of finding one black swan? The odds of finding another one went up immeasurably. What was the impact of the first successful shale oil well? The US went from a relatively small oil producer (and net importer) to the world’s largest...
Continue reading » June 11, 2019 admin Horseman's Portfolio, Investing Strategies, Novo Resources, Pilbara No Comment Read the full News Release HERE.
Continue reading » June 8, 2019 admin Gold, Novo Resources, Pilbara No Comment Just take a moment and consider the chart below. Is the market really efficient or is sentiment king in the short term and can make the pricing of securities totally irrational, especially at sentiment extremes? Does the chart makes any sense except from a human...
Continue reading » June 1, 2019 admin Gold & Silver Stocks, Horseman's Portfolio, Novo Resources, Pilbara No Comment Novo recently came out with a NR and there was also an interview with Quinton Hennigh done by Kereport.com and I thought I would comment on a few things that I found most interesting. Today I will focus on Comet Well since my last Novo...
Continue reading » June 1, 2019 admin Gold & Silver Stocks, Horseman's Portfolio, Novo Resources, Pilbara No Comment New news release out of Novo Resources which can be read HERE. It included a tonne of stuff and I plan to comment on a few developments which I deem to be important as soon as I can.
Continue reading » May 29, 2019 admin Gold & Silver Stocks, Horseman's Portfolio, Novo Resources, Pilbara No Comment 
