Some companies I personally own and the first three are all present in most of the passive HODL portfolios I manage…

Timberline Resources (TBR.V) – C$38 M

Carline style gold system with highlighted holes:

  • 41.1 m at 4.03 g/t Au
  • 44.2 m at 4.10 g/t Au

District scale land position (Long runway)

 

Nevada King (NKG.V) – $103.5 M

Carline style gold system with highlighted holes (Atlanta Gold Mine):

  • 54.9 m at 5.34 g/t Au
  • 41.2 m at 3.94 g/t Au
  • 64.1 m at 3.35 g/t Au

Multiple district scale projects (Very long runway)

 

 

i-80 Gold (IAU.V) – C$811.6 M

Carline style gold systems with highlighted holes:

  • 73.2 m at 7.4 g/t Au (“Granite Creek” project)
  • 71.6 m at 7.0 g/t Au (“Ruby Hill” project)
  • 50.9 m at 7.1 g/t Au (“McCoy-Cove” project)

Multiple advanced top tier projects and a mill

 

Trifecta Gold (TG.V) – C$4.8 M

Lode gold system with highlighted holes (“Yuge” project):

  • 25.91 m at 3.03 g/t Au
  • 10.57 m at 4.2 g/t Au

Not district scale but room to grow relative to the tiny MCAP

 

 

… Just a few ideas if nothing else. Trifecta is the most high risk/high reward story of the four. i-80 is the most de-risked, highest MCAP, but is very cheap relative to what the company has IMO.

Note: This is not investing advice. I own shares of all companies mentioned and Timberline and Nevada King are currently paying banner sponsors of The Hedgeless Horseman. Thus consider me biased. Always do your own due diligence. Juniors are risky and volatile.

Best regards,

The Hedgeless Horseman

 

2 thoughts on “Portfolio: Nevada Edition

  1. bonzo says:

    Have you sold your NUG? I am praying for a miracle. If I sell I’m sure they will find an elephant and I’ll go insane.

    1. admin says:

      Hi Bonzo,

      I have sold some NUG but have a lot of warrants still. Been compelled to sell some stocks to buy into new PPs (Im always all in so if I buy something I have to sell something else). Would have sold less if I did not have the warrants for exposure.

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