I had the pleasure of talking to Cory Fleck of Kereport.com today and prior to the talk I prepared some notes regarding my thought process for making an investment decision. Just in case my points did not come across as clear as I had hoped,...
Continue reading » February 26, 2019 admin Gold & Silver Stocks, Investing Strategies 1 Comment Good news from Aloro Mining today as they were able to get THE Mulatos expert Ken Belleweg on board as a Technical Advisor. To me it sounds like things are just getting started and I assume Ken was excited enough from the first ever drill...
Continue reading » February 20, 2019 admin Gold & Silver Stocks, Horseman's Portfolio No Comment I suppose the miners won’t see fireworks (big inflows) until the dotted line is broken:
Continue reading » February 9, 2019 admin Chart of the Day, Gold & Silver Stocks No Comment Joe Mazundar of Exploration Insights covers the recent major M&A action, as well as what it means for mid tiers and other companies, that might be involved as the majors shed assets (among other things)… Best regards, The Hedgeless Horseman Follow me on twitter: https://twitter.com/Comm_Invest...
Continue reading » January 22, 2019 admin Gold & Silver Stocks No Comment In the portfolios I do not actively manage (family/friends) I include a core of “low maintenance” picks. These are companies with high insider ownership, good growth profile and pipeline of projects, good to great jurisdictions, solid backers and cash position, and also competent management. The...
Continue reading » January 17, 2019 admin Gold & Silver Stocks 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 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 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 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 (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 
