(2) I spent 80% on timing research, 20% on stockpicking
Focus on juniors with proven assets, undervalued after a distressed environment, severe bear market, out of cash, debt issues, bad management etc…
Often these had severe share dilution, it didn’t work as timing was bad
Focus on juniors with proven assets, undervalued after a distressed environment, severe bear market, out of cash, debt issues, bad management etc…
Often these had severe share dilution, it didn’t work as timing was bad
(3) I prefer to get in at the ‘red dot’ on those.
I only have very few drill stories (1st peak of the mining cycle), as they dilute you and the real reward goes to the accredited investors (the richer ones who hold the warrants). That's reality.
Often you are late to the party.
I only have very few drill stories (1st peak of the mining cycle), as they dilute you and the real reward goes to the accredited investors (the richer ones who hold the warrants). That's reality.
Often you are late to the party.
(4) I don’t invest in the Wesdomes with perfect presentations, management & numbers.
I prefer the ones with debt, bad jurisdiction… but with a proven deposit (often high grade)… and a possible path to production
Those are decimated in a bear market, sometimes -95%
I prefer the ones with debt, bad jurisdiction… but with a proven deposit (often high grade)… and a possible path to production
Those are decimated in a bear market, sometimes -95%
(5) While Wesdome (i like it as well) can easily triple, I want 10-30 baggers.
I own 62 stocks to reduce risk significantly which is possible with account size.
i show 1 example here next
I own 62 stocks to reduce risk significantly which is possible with account size.
i show 1 example here next
(6) $GGM Granada Gold
the have a proven & permitted asset, but company did a lot wrong; I like it a lot from a % rerate.
Current market cap is 13M😉
Look at the returns if your timing is spot on;
That's what i am trying to say here. Timing Timing Timing
the have a proven & permitted asset, but company did a lot wrong; I like it a lot from a % rerate.
Current market cap is 13M😉
Look at the returns if your timing is spot on;
That's what i am trying to say here. Timing Timing Timing
(7) what i notice on #fintwit is those 2 parameters are never combined.
a lot of experts focus on cycles metals
a lot of experts focus on junior mining space
@LawrenceLepard's fund may be hard to outperform, if you don't have tons of hours a week like i do.
a lot of experts focus on cycles metals
a lot of experts focus on junior mining space
@LawrenceLepard's fund may be hard to outperform, if you don't have tons of hours a week like i do.
(8) if you are a smaller investor, you might consider the GOEX etf, and trade this one in and out on the 6month cycle or just buy and hold.
add a basket of 10 $Silver juniors to add some spices😉
Make sure your strategy works for at least 3years till the next bull top.
add a basket of 10 $Silver juniors to add some spices😉
Make sure your strategy works for at least 3years till the next bull top.
