First of all, I am back home and ready to roll! A lot of stuff has come out of Pilbara during the last couple of days. I will post some comments as quickly as I can, but for now, a few links will have to...
Continue reading » April 19, 2019 admin Horseman's Portfolio, Novo Resources, Pilbara No Comment Click on THIS LINK to access the informative interview with Quinton Hennigh done by Cory Fleck at Kereport.com
Continue reading » April 5, 2019 admin Gold & Silver Stocks, Horseman's Portfolio, Novo Resources, Pilbara No Comment Hop over to THIS LINK from Kereport.com and listen to the first ever interview with Quinton Hennigh where he covers the, in my opinion, outstanding prospects that Irving Resources has on there flagship propert in Japan.
Continue reading » March 18, 2019 admin Gold & Silver Stocks, Horseman's Portfolio No Comment I really like Liberty Gold Corp (Ticker: LGD) based on the sum of its parts… Liberty Gold has a decent PEA stage oxide gold project in the form of Goldstrike. It’s a low grade system that is amendable for heap leaching and currently sits at...
Continue reading » February 20, 2019 admin Gold & Silver Stocks, Horseman's Portfolio No Comment I thought I would share my views on 1) The relative valuations within the junior mining sector, 2) Why and where I think there are some obvious value dislocations and 3) Where I thus believe the overall best Risk/Reward opportunities are currently present. Setting...
Continue reading » January 30, 2019 admin Gold & Silver Stocks, Investing Strategies 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 (and am currently) working on another “Stock Report”… The last one I did was about Northern Empire Resources (Ticker: NM.V).and was published in September of last year. Northern Empire was one of the few success stories in the gold space during the...
Continue reading » August 30, 2018 admin Stock Reports 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 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 it would be interesting to discuss Novo from some of the bears points of view and tie that into a Risk/Reward scenario. I got the idea from Goldfinger over at who suggested I could write something about why some market participants do not...
Continue reading » June 7, 2018 admin Novo Resources 1 Comment 
