I seldom comment on stocks I don’t know much about. As anyone who has asked me for my opinion on stock X or Y, my most common response is: “Sorry but I don’t know enough about company X or Y to be able to give...
Continue reading » April 13, 2020 admin Investing Strategies, Novo Resources 2 Comments This is just going to be a very short post about some simple things such as basic math and inference that I think is quite important when it comes to investing… This is Novo’s land package in Pilbara: Egina The US$37 B enterprise...
Continue reading » April 12, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies, Novo Resources 5 Comments Setting the scene: Snippets: “The single most important thing to me in the stock market for anyone, is to know what you own. I’m amazed how many people own stocks they would not be able to tell you why they own it. They couldn’t...
Continue reading » April 1, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies 1 Comment At this moment, cash is king. It is outperforming stocks, (paper) gold, commodities and mining equities. What we are seeing in the world economy is highly deflationary. The thing is that neither the banking systems, economies, nor Central Banks can stand deflation. Given the record...
Continue reading » March 16, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies No Comment We are seeing a mining sector with “artificial” pricing right now. Price is not reflecting value at all, across the board. It might even diverge further even though even the producers look cheaper than the 2015 bottom. Nothing makes sense right now. Theoretically this price...
Continue reading » March 14, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies 1 Comment OK, time for some reflections… Everyone probably has a good example of giving out a tip or two to family members and/or friends… Or possibly even managing some of said people’s portfolios… And the tips and/or portfolio management for others will often result in strategies...
Continue reading » March 11, 2020 admin Investing Strategies, Irving Resources, Lion One Metals No Comment Juniors are cheap now, on average. Many juniors are trading far below their Expected/Intrinsic Value. Especially when considering that the price of their product, which is gold, is selling for $1,587 in US dollars and at all-time-highs in other currencies… Yet many juniors are currently...
Continue reading » March 2, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies 1 Comment So here we are… Blood is running in the streets and no asset class is spared. Investors are panicking and selling anything and everything, regardless of valuations… “I must get out now at any cost!” seems to be the modus operandi. Some junior mining stocks...
Continue reading » February 28, 2020 admin Investing Strategies, Irving Resources, Lion One Metals 5 Comments Risk VS Uncertainty… Not the same thing but often treated as such… Case in point when people consider Novo to be extremely risky/speculative because the targets are highly unconventional. Some even, for some reason, goes so far as to claim that “Novo has no gold”....
Continue reading » January 26, 2020 admin Investing Strategies, Novo Resources No Comment Some tips to ponder this weekend:
Continue reading » January 18, 2020 admin Investing Strategies No Comment 
