mb, Author at stocks.threethousand.org

VRIC 2025 Update – Regulus, Altius, Idaho Strategic, & Amerigo

January 21, 2025 / mb / Copper, Gold

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)

January 17, 2025 / mb / Copper

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

December 26, 2024 / mb / General

A review of my 2024 holdings from the mining and resource sector, including plays such as B2Gold, Champion Iron, and Tenaz Energy.

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November Update – 2024

November 22, 2024 / mb / General

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

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SELL: ECR.V (Cartier Resources)

October 19, 2024 / mb / Gold

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

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SELL: SBSW (Sibanye-Stilwater)

September 10, 2024 / mb / PGMs

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

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Cartier Resources Update (Short Talk with Philippe Cloutier)

August 16, 2024 / mb / Gold

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)

August 2, 2024 / mb / Iron Ore

My reasons for purchasing shares of Champion Iron (CIA.TO) on August, 2024, after it’s Q1-2024 earnings release.

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Late July Portfolio Update (Looking Alright)

July 24, 2024 / mb / General

Things are good. In the commodity space, copper rallied though it has pulled back since. Gold and silver are at high levels. Nickel is in the dumps though. Other than one dog, ECR.V (Cartier Resources), which I’m praying for decent drill results to allow me an exit, the portfolio, particularly my recent purchases, is doing

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Dodging Bullets in the Mining Sector (By Chance)

July 2, 2024 / mb / Gold

Lessons to be learned by a mining stock investor in reaction to Victoria Gold’s heap leach failure in late June, 2024.

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Author name: mb