Crescat Gets Activist on Gold & Silver #84

July 18, 2022 admin Crescat Capital 1 Comment

«KEYNOTE: Fireside Chat with Ross Beaty – Red Cloud 2022 Pre-PDAC Mining Showcase

Pierre Lassonde on gold, copper and 2 stocks he’s buying right now»

Ryan Hitchins says:
July 18, 2022 at 11:26 pm
Crescat really goes out of its way to help the retail investor. Hard not to just buy everything they recommend at an equal weighting. Man I wish I could see that entire spreadsheet of holdings. How about those company slides showing their thoughts on expected tonnage and grade. Pretty much can derive a valuation target from that based on Kevin’s thought that the valuation should be roughly 20% of the metals value in the ground at Peak of the Lassonde curve. That’s probably not a terrible exit strategy if you are buying them at 1-2% now.
Reply