Just had the urge to put together some Expected Value/Return scenarios and discuss R/R and investment strategies, by the numbers… Setting the Scene It is said that 1 out of 3,000 mineralized anamolies becomes a mine. … Yet a majority of people seem...
Continue reading » August 29, 2018 admin Investing Strategies No Comment I would just like to draw your attention to the following tweets and ponder the relationship and what it might mean for “the Pilbarians” going forward: TWEET 1 TWEET 2 … Until next week, have a good coming weekend folks! Best regards, The...
Continue reading » August 3, 2018 admin Novo Resources, Pilbara No Comment (August 2, 2018) I was happy to see that a document with “Extended Abstracts” are already out for the Gold18@Perth symposium that is starting today (where Novo among others will be presenting)! It will take some time to cover everything but I just had...
Continue reading » August 2, 2018 admin Novo Resources, Pilbara No Comment (August 1, 2018) Lets take a trip down memory lane, and see if we can draw some parallels to today’s sentiment and action in Novo… Winding back the clock to May 8-9, 2017: What did the chart look like back then?...
Continue reading » August 1, 2018 admin Novo Resources, Pilbara 1 Comment After playing around a bit with Google Trends in order to find a potential contrarian indicator I stumbled upon the chart for Canada and in hind sight it seems to have been pretty accurate in “predicting” major tops and bottoms… Canadian search count for...
Continue reading » July 29, 2018 admin Novo Resources, Pilbara No Comment Google search frequency for “Novo Resources” over a 12-month period: … Looks like hype has died down over the last 10 months, which is approximately when Novo made the $8.80 top. Hopefully it signals that we have gotten rid of most of...
Continue reading » July 29, 2018 admin Novo Resources, Pilbara No Comment Setting the Scene Stan Druckenmiller is one investment legend that has influenced me the most I think. In the short clip below I see his investment philosophy as a mixture of Pareto’s Law (The 80/20 law) and “time’arbitrage”. (HH: Notice the reaction of the crowd...
Continue reading » July 29, 2018 admin Investing Strategies, Novo Resources No Comment I thought I would just make some quick notes on the latest NR and tie that into recent and historic findings… Bullet points: Approximately 7.5 km of continuous GOLD BEARING conglomerate strike The tuff marker bed is DISTINCT and is easy to spot...
Continue reading » June 28, 2018 admin Novo Resources, Pilbara No Comment There was a very interesting video presentation done by Quinton Hennigh (which was recorded on May 30 and uploaded yesterday on June 21) posted in the CEO forum today by “jims”. Probably the juiciest presentation done to date in my opinion. (Big spoiler: The Beaton’s...
Continue reading » June 21, 2018 admin Novo Resources, Pilbara No Comment Correlations during the last month: Some comments (keep in mind that this is not a large sample size): Novo and Pacton are highly correlated. Artemis and Kairos are highly correlated. Kirkland and Novo are interestingly not correlated at all. Kirkland is negatively correlated...
Continue reading » June 18, 2018 admin Novo Resources, Pilbara No Comment