Gold: Something Ought to Happen Soon
Given that gold looks to be consolidating (getting squeezed) in a pennant right now it shouldn’t be long before we see some real action, up or down:
Continue reading » If You Can’t Spot The Sucker…
A quote from the poker movie “Rounders”: “Listen, here’s the thing. If you can’t spot the sucker in the first half hour at the table, then you ARE the sucker” It’s important to take in a lot of different viewpoints regarding any investment. Every...
Continue reading » Novo: Beaton’s Creek Leapfrog Slides
Below you sill see a couple of slides from the Beaton’s Creek Leapfrog model. I will likely write more about this later but until then I thought I would post the slides at least. Reefs under and adjacent to Grants Hill pit (Pit outline...
Continue reading » Nassim Nicholas Taleb: “Skin in the Game”
American essayist, scholar and former trader Nassim Nicholas Taleb, whose work focuses on problems of randomness, probability, and uncertainty, discusses his latest book “Skin in the Game”. Nassim explores the notion that ‘skin in the game’ is necessary for fairness, commercial efficiency, and risk management,...
Continue reading » Kalamazoo Resources: CEO Interview May 2020
CLICK HERE to watch
Continue reading » Investing Theory… Where is it?
Anyone ever seen someone in the mining space recommend a book on value investing or investing overall? Me neither. Personally I consider investing theory to be much more important than knowledge of geology or mining engineering. … Think about it. I would say that the...
Continue reading » Virtual Conference: NVO, LIO & TSG
Novo Resources and Lion One Metals presented yesterday and TriStar Gold presented today. The videos get uploaded HERE under the “Presentations” tab.
Continue reading » Lion One Metals’ exploration of the Navilawa caldera should blossom in 2020
CLICK HERE to read an analyst report on Lion One Metals by Mike Niehuser of Scarsdale Equities LLC.
Continue reading » Prime Mining: Interview with Andrew Bowering, CEO
A recent video interview with Andrew Bowering of Prime Mining can be found HERE.
Continue reading » Gold Mining: Competitive advantage, Mine Life and Market Potential
Setting The Scene: Competitive advantage, mine life and market potential A gold mining company has the perfect moat and a closed market. There is always a universal buyer. No competitor can take away your competitive advantage (cost structure for example). Any mine’s margins will fluctuate...
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