August 2025 Portfolio Update
A portfolio update from August, 2025, explaining my sales of Arras Minerals (ARK.V) and Mag Silver, along with some other commentary.
BUY: FPX.V | FPX Nickel – A Case of Information Asymmetry
I bought more FPX Nickel (FPX.V) at .245 cents this week. It is my biggest holding at 21% of my portfolio. See my 2023 write-up for my overall reasons for owning the stock. Relevant Background The stock fell in fall 2023 when one of its four First Natoin stakeholders, the Tl’azt’en First Nation, unilaterally announced
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VRIC 2025 Update – Regulus, Altius, Idaho Strategic, & Amerigo
I skipped MIF (Metals Investors Forum) but attended the Vancouver Resource Investment Conference this year. Below is my attempt to decipher my notes from the interviews I had. Disclaimer: This post contains forward-looking statements. These statements are based on my memory and rough notes, and as such, they may not accurately represent information about the relevant
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BUY: ARK.V Arras Minerals (Kazakhstan Copper Explorer)
A discussion of my decision to buy shares of Arras Minerals, a copper explorer in Kazakhstan.
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2024 Mining & Resource Sector Portfolio Review
A review of my 2024 holdings from the mining and resource sector, including plays such as B2Gold, Champion Iron, and Tenaz Energy.
November Update – 2024
Last year, the title of my November update was “November Pain”. This year has been less painful. I’ve had some cash in my account, which leads to excessive thoughts about “what to buy”. I find myself lured into watching videos / reading reports on markets I probably shouldn’t be dabbling in. For a man with
SELL: ECR.V (Cartier Resources)
I bought Cartier Resources in the summer of 2021. I was fairly green in the sector and bought on the assumption that the sale of their PEA-stage Chimo mine asset in the Abitibi was eminent. At the time, Chimo boasted about 1.6 million ounces inferred (I believe). My cost basis: 0.30c. I sold today for
SELL: SBSW (Sibanye-Stilwater)
I have given up on SBSW and capitulated at 3.13 a share, for a 31% loss. Sibanye will release its quarterly earnings on Sept 12th (Thursday), which it has already announced will be poor (NR). Reasons to sell: Reasons to hold: Ultimately, this is a bit of a ‘catch a falling knife’ story that I
Cartier Resources Update (Short Talk with Philippe Cloutier)
Yesterday Cartier Resources (ECR.V) put out some fairly promising results from their VG9 drill target that included 11.2 g/t Au over 2 meters and 9.1 g/t Au over 1m. In a short video explaining the results, CEO Philippe Cloutier outlined the rest of the drill program for the end of the year which will compromise
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BUY: Champion Iron (CIA.TO)
My reasons for purchasing shares of Champion Iron (CIA.TO) on August, 2024, after it’s Q1-2024 earnings release.