White Rock – A coiled Spring waiting for those few announcements to turn SP around and which ones in your opinion.
Nulegacy – Taken torpedo’s of unfulfilled drilling results, terrible sentiment and that they have one last chance to drill and prove they have something. I refer to this specific last chance – https://youtu.be/Y4WI0fyx1xo?t=3187
Can you please cover Glen Eagle and Ophir? They dont have very much coverage anywhere that I can find. They are stuid low market caps which is very very attractive per the prospects. Thanks.
Wrm I would like your thougths on White rock Minerals (Wrm.ax). I regards to just announced raise. Plans for Woods point. I Think its a huge raise, at not optimal point in time. And focus seems to already be on being a developer and not just explorer. How do you see plan for Alaska assets. Would they need additional raise?
It would be nice to see your thoughts on your current Top 5 or 7 holdings and your thoughts on any contemplated additions during the silly tax loss season. Thank you.
WRM (feeling buried, but so much potential), IRV (has to turn soon, so cheap, but can probably get cheaper) and SGD (seems like it’s on the verge of being a big win).
All four are enigmatic, with huge potential, hard to figure out. Is White Rock a lifestyle company with bad decision making, spending too much money, or is Matt Gill a misunderstood genius? Is the deposit there for sure at Nulegacy, guaranteeing the eventual outcome? Just need to find it? Why is Juggernaut so cheap? Why does QH like Monarca’s San Jose project so much?
EDG Endurance Gold and its Reliance project in British Columbia. In the interest of full transparency, I am long EDG. I know what my opinion of the project is I would like to see an independent take
Condor Resources (CNRIF/v.CN) – I’ve been waiting on this one for over 11 years. They need access to Pucamayo. If and when that happens, the share price should run. What do you think about this one ?
Erik, You wrote about Condor in this article : https://www.thehedgelesshorseman.com/condor-resources/condor-resources-an-easy-to-test-10-moz-target-and-more/ about 2 years ago, but I’ve not seen any updates from you since then. Do you still like Condor ? Here are some excerpts from your article : . All in all, this is some of the best risk/reward I have yet to see for an exploration play given that the high risk/high reward calculation for Condor might not have any “rational valuation risk” in it for Pucamayo. Sure, the share price would very likely get hit if they ended up drilling purely dusters even at this valuation, but I don’t see a rational argument for it to go down since no potential for Pucamayo is reflected to begin with, when you account for their other projects
3. With an EV of US$18-23 M, no real chance of success is priced in, which means I actually think Condor has 10-100 bagger potential (First time ever I have put such a claim in an article actually)
Thank you for your thoughts and encouragement during this downturn in the Jr’s. It helps.
My question is that there seems to be so many Jr’s with great potential and very good results. Seems like they all can poke a hole in the ground and find something very good, but that is not how past history has been played out.
Are we just being way too optimistic during this time or are these really good companies that have very good projects?
Could you please anályse relative value of Novo Resources versus Eskay?! My doubts are for example in both market caps, and being Novo already producing and selling, or this one is extremely cheap or Eskay could be a little overprice. Many thanks for all your work, Estanislao from Argentina.
Irving Resources
Eloro and Goliath
Gpg,tbll,cfe. Thank you.
Cfe, tbll, gpg
White Rock – A coiled Spring waiting for those few announcements to turn SP around and which ones in your opinion.
Nulegacy – Taken torpedo’s of unfulfilled drilling results, terrible sentiment and that they have one last chance to drill and prove they have something. I refer to this specific last chance – https://youtu.be/Y4WI0fyx1xo?t=3187
yes to both suggestions
new found gold- defiance silver-labrador
gold-dolly Varden-golden tag
An update about Novo Res. would be appreciated. Thanks!
Can you please cover Glen Eagle and Ophir? They dont have very much coverage anywhere that I can find. They are stuid low market caps which is very very attractive per the prospects. Thanks.
Hmmm, have you covered Enduro lately? What’s new with them?
defiance and novo
thanks
Wrm
I would like your thougths on White rock Minerals (Wrm.ax). I regards to just announced raise. Plans for Woods point. I Think its a huge raise, at not optimal point in time. And focus seems to already be on being a developer and not just explorer. How do you see plan for Alaska assets. Would they need additional raise?
Novo. Tombill. Firefox.
Thanks for you great work
Eloro and Novo
Thanks
Is E79 Resources Corp in your portfolio?
Novo update, please! Thanks
Hi Erik!
Thanks again for all the free services you do for our community!
Do you have any thoughts on Highgold Mining?
It seems to be a well hidden sleeper?
Sleeper yes, well hidden no… HIGH is one of my biggest investments. Bu I agree, would be nice if Erik does an indept article on them!
It would be nice to see your thoughts on your current Top 5 or 7 holdings and your thoughts on any contemplated additions during the silly tax loss season. Thank you.
Graphene Manufacturing in great detail.
Hi Erik,
Thks. Would be able to share your views about Brigadier Gold?
Novo resources!!!
and BCM resources
Idaho champion
Novo and Irving resources please
An update regarding NuLegacy, WRM and Novo would be very appreciated .. thanx
Thanks Eric!!
SGD and FFOX and LIO
Nevada King and Sokoman Minerals…
DEF
Lion One Metals
Eloro, Irving, Lion One, White Rock. Thanks for the offer to provide your thoughts on these and for your input throughout the year.
NuLegacy???
NOVO because it’s in Australia
Eloro because it in Bolivia
Eskay because I have so much of it
Dolly because I want to buy more of it
Labrador it’s So Cheep
Novo, Lion One, Eskay, Eloro, Irving
WRM (feeling buried, but so much potential), IRV (has to turn soon, so cheap, but can probably get cheaper) and SGD (seems like it’s on the verge of being a big win).
But, I want your thoughts not mine 🙂
Lion One Nu Legacy Novo Kingfisher Metals
Juggernaut, Monarca, Nulegacy, White Rock.
All four are enigmatic, with huge potential, hard
to figure out. Is White Rock a lifestyle company
with bad decision making, spending too much
money, or is Matt Gill a misunderstood genius?
Is the deposit there for sure at Nulegacy, guaranteeing
the eventual outcome? Just need to find it? Why is
Juggernaut so cheap? Why does QH like Monarca’s
San Jose project so much?
Goliath
Ophir – no reaction to discovery hole , 5 million market cap.
Seconded
ESK
EDG Endurance Gold and its Reliance project in British Columbia. In the interest of full transparency, I am long EDG. I know what my opinion of the project is I would like to see an independent take
I’m surprised no one has mentioned ESKAY Mining. The story there has incredible possibilities.
Please tell us your thoughts.
Thanks, Eric. Novo.
Thanks, Eric. Novo.
Irving, Lion One, Labrador, Cartier
Dolly Varden Enduro Strikepoint White Gold
Thank you and best regards.
MEK Metals Creek after the upcoming results are released fro Ogden and Dona Lake
Elementum 3d and Kalamazoo Resources (Novo)
Irving resources. Thx!
Condor Resources (CNRIF/v.CN) – I’ve been waiting on this one for over 11 years. They need access to Pucamayo. If and when that happens, the share price should run. What do you think about this one ?
Erik,
You wrote about Condor in this article : https://www.thehedgelesshorseman.com/condor-resources/condor-resources-an-easy-to-test-10-moz-target-and-more/
about 2 years ago, but I’ve not seen any updates from you since then. Do you still like Condor ? Here are some excerpts from your article :
. All in all, this is some of the best risk/reward I have yet to see for an exploration play given that the high risk/high reward calculation for Condor might not have any “rational valuation risk” in it for Pucamayo. Sure, the share price would very likely get hit if they ended up drilling purely dusters even at this valuation, but I don’t see a rational argument for it to go down since no potential for Pucamayo is reflected to begin with, when you account for their other projects
3. With an EV of US$18-23 M, no real chance of success is priced in, which means I actually think Condor has 10-100 bagger potential (First time ever I have put such a claim in an article actually)
Thanks for any response.
Kuya!
Thank you for your thoughts and encouragement during this downturn in the Jr’s. It helps.
My question is that there seems to be so many Jr’s with great potential and very good results. Seems like they all can poke a hole in the ground and find something very good, but that is not how past history has been played out.
Are we just being way too optimistic during this time or are these really good companies that have very good projects?
Strikepoint, what’s going on?
NUG, Enduro, Condor, Inflection, Kuya. And how safe is Novo now that the Nazis have taken Australia? Thanks and merry Christmas!
Could you please anályse relative value of Novo Resources versus Eskay?! My doubts are for example in both market caps, and being Novo already producing and selling, or this one is extremely cheap or Eskay could be a little overprice. Many thanks for all your work, Estanislao from Argentina.
Sorry, to clarify Eskay Mining i was referring to.
Novo. Tombill. Firefox.
Erik Thanks for you great work 💪
Irving please. All have gone quiet on the one…
Irving Resources, White Rock Minerals, Defiance Silver
Nulagacy , Labrador Gold