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.
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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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November Pain – Some TSX Companies I’m Watching
I’ve had a few price alerts trigger on companies I’m watching. These include the following: Cripes, I could just list my entire portfolio here and every stock on my watchlist. Hah. Here are a few more. Would Largo be a buy below $2? There’s probably a Buffet quote somewhere about no price being cheap enough