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 have been reading the book “The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor” written by the billionaire fund manager Howard Marks lately. It’s a very good book that covers some very important mind set tools, that is useful for any stock picker...
Continue reading » December 10, 2018 admin Investing Strategies, Novo Resources, Pilbara No Comment I thought I would just summarize some things from the Kereport interview with Quinton that was published a few hours ago, as well as make a few comments on Egina which I did not have the time to put into my last article. LINK to...
Continue reading » October 27, 2018 admin Novo Resources, Pilbara 2 Comments 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 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 1. Artemis Resources – “Comet Well West Conglomerate Gold Update.” 2. De Grey Mining – “Shallow High-Grade Got at Mt Berghaus”
Continue reading » May 28, 2018 admin Novo Resources, Pilbara No Comment The somewhat recent discovery made by Novo of a 30-35m thick section of conglomerates beneath the Mount Roe Basalt at Comet Well, including a new circa 15m thick lower conglomerate sequence that contained “buckshot” and weathered pyrite made me think about De Grey’s discovery north-east...
Continue reading » February 23, 2018 admin Novo Resources No Comment De Grey Mining recently announced discoveries of more outcropping conglomerates beneath the Mount Roe Basalts near Whim Creek. West discovery: I do not own De Grey, but I own a large chunk of Novo Resources that owns most of the...
Continue reading » October 31, 2017 admin Gold & Silver Stocks, Horseman's Portfolio No Comment 
