I did a short video of some areas in and near the Friendly Creek tenements at Egina, now belonging to Pacton Gold. Note: All surface disturbance might not be alluvial mining. Best regards, The Hedgeless Horseman Follow me on twitter: https://twitter.com/Comm_Invest Follow me on...
Continue reading » January 4, 2019 admin Novo Resources, Pilbara No Comment Everything is relative, and the greatest opportunities for over-performance ought to be in the most unfavorable asset classes. I am a huge gold, silver and miners bull, but at any given time, the relative opportunities within that basket will differ (everything moves in cycles)… Currently,...
Continue reading » January 4, 2019 admin Gold & Silver Stocks, Investing Strategies No 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 Look at these four long term charts and see if an interesting picture starts to materialize… Long Term UST 2s4s Spread: Long term Commodities versus US Equities (S&P 500) Ratio : Long Term Gold/SPY (S&P500) Ratio: Long Term...
Continue reading » December 4, 2018 admin Chart of the Day, Gold No Comment The GDX/SPY ratio is again butting head with a long resistance line that has held many times (so far). A rising ratio means that GDX ETF (Major miners) are outperforming the SPY ETF (S&P index). Are we nearing a big break that will signal the...
Continue reading » December 4, 2018 admin Chart of the Day 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 The Pilbara story has changed quite a bit in 2018 and I thought it might be good to recap some of the biggest changes (so far) and cover my personal view in terms of value proposition and Risk/Reward (mostly from the stand point of Novo...
Continue reading » October 23, 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 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 
