Note: This should not be considered investment advice. I cannot guarantee the accuracy of the content and everyone should do their own due diligence. I have not received any compensation to make this video. I and family/friends are shareholders of Novo and might buy...
Continue reading » March 4, 2019 admin Horseman's Portfolio, Pilbara 1 Comment I recently found a presentation done by Robert Friedland that I had not seen before. It was a 30min video presentation shot during the “FT Commodities Global Summit” in March 2018. Robert had some interesting things to say and I always listen carfully when a...
Continue reading » March 1, 2019 admin Recommended Reading, State of The World No Comment I had the pleasure of talking to Cory Fleck of Kereport.com today and prior to the talk I prepared some notes regarding my thought process for making an investment decision. Just in case my points did not come across as clear as I had hoped,...
Continue reading » February 26, 2019 admin Gold & Silver Stocks, Investing Strategies 1 Comment I recently got a copy and read Bob Moriarty’s new book called “Basic Investing in Resource Stocks: The Idiot’s Guide”, and thought I would do a quick review… The book covers everything from the current state of the world, the metals, the different kinds...
Continue reading » February 24, 2019 admin Bob Moriarty, Investing Strategies, Recommended Reading No Comment Good news from Aloro Mining today as they were able to get THE Mulatos expert Ken Belleweg on board as a Technical Advisor. To me it sounds like things are just getting started and I assume Ken was excited enough from the first ever drill...
Continue reading » February 20, 2019 admin Gold & Silver Stocks, Horseman's Portfolio No Comment I really like Liberty Gold Corp (Ticker: LGD) based on the sum of its parts… Liberty Gold has a decent PEA stage oxide gold project in the form of Goldstrike. It’s a low grade system that is amendable for heap leaching and currently sits at...
Continue reading » February 20, 2019 admin Gold & Silver Stocks, Horseman's Portfolio No Comment In this article I will discuss Aloro Mining Corp which is a junior gold exploration company located in Mexico. The company holds a claim block that is sandwiched between Agnico Eagle and Alamos Gold in the famous Mulatos district. Recommended reading: Field Report by Ken...
Continue reading » February 14, 2019 admin Gold & Silver Stocks, Horseman's Portfolio No Comment I suppose the miners won’t see fireworks (big inflows) until the dotted line is broken:
Continue reading » February 9, 2019 admin Chart of the Day, Gold & Silver Stocks No Comment I thought I would share my views on 1) The relative valuations within the junior mining sector, 2) Why and where I think there are some obvious value dislocations and 3) Where I thus believe the overall best Risk/Reward opportunities are currently present. Setting...
Continue reading » January 30, 2019 admin Gold & Silver Stocks, Investing Strategies No Comment Joe Mazundar of Exploration Insights covers the recent major M&A action, as well as what it means for mid tiers and other companies, that might be involved as the majors shed assets (among other things)… Best regards, The Hedgeless Horseman Follow me on twitter: https://twitter.com/Comm_Invest...
Continue reading » January 22, 2019 admin Gold & Silver Stocks No Comment