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 I thought I would take a moment and discuss a bit about the different factors that I believe go into Novo’s decision making which has many people polarized as to what course of action they should or should not take. The theme of this post...
Continue reading » June 13, 2018 admin Novo Resources No Comment As we saw a huge reaction in the Novo Resources share price today I would like to give my take on the News Release and other developments as of late. (In short; This is the biggest over-reaction we have seen in Novo so far. It...
Continue reading » June 1, 2018 admin Novo Resources No Comment I arrived back in Sweden two days ago and have slowly started to digest the trip to Novo’s Karratha gold project in Western Australia. I will most likely start working on a new article in a few days, but I have some family matters to...
Continue reading » April 29, 2018 admin Novo Resources No Comment Given that Beaton’s Creek still seem to not having been forgotten (and Sumitomo), I decided to go over some old schematics of Beaton’s Creek that are up on Novoresources.com. I really think these schematics captures the whole concept well and are probably foretelling of how...
Continue reading » March 29, 2018 admin Novo Resources 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 I will probably make a post about the latest NR and the videos this weekend, so keep an eye out.
Continue reading » February 15, 2018 admin Horseman's Portfolio No Comment LINK The above link takes you to the audio only interview Kereport.com did with Quinton Hennigh of Novo Resources. This is a must listen for anyone interested in Novo Resources and what shareholders can expect in the coming months. I have personally listened to it...
Continue reading » January 25, 2018 admin Horseman's Portfolio No Comment One of the few juniors that have been going up while the overall sector has been going down. About a 50% gain since I published my company report. They will be aggressively drilling in 2018.
Continue reading » January 17, 2018 admin Chart of the Day No Comment 
