Post-VRIC Update, 2026 I went to VRIC on Monday afternoon. I don’t have much uninvested cash right now and I’m not looking to sell any of my core holdings, so I wasn’t scouring the booths for new potential positions. Still, I spoke to a few companies. Here are the updates based on my recollection. Disclaimer: This […]
A November portfolio update and discussion of decision to sell B2Gold shares. Other companies mentioned: FPX.V, ARE.TO, ARX.TO & KLD.V
A portfolio update from August, 2025, explaining my sales of Arras Minerals (ARK.V) and Mag Silver, along with some other commentary.
I bought more FPX Nickel (FPX.V) at $0.245 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 Nation stakeholders, the Tl’azt’en First Nation, unilaterally announced that
BUY: FPX.V | FPX Nickel – A Case of Information Asymmetry Read More »
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
VRIC 2025 Update – Regulus, Altius, Idaho Strategic, & Amerigo Read More »
A discussion of my decision to buy shares of Arras Minerals, a copper explorer in Kazakhstan.
BUY: ARK.V Arras Minerals (Kazakhstan Copper Explorer) Read More »
A review of my 2024 holdings from the mining and resource sector, including plays such as B2Gold, Champion Iron, and Tenaz Energy.
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
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
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
