Developer Discount or a Fatal Flaw? A few charts

Mr. Market has been hammering all but the absolute best projects out there. To be fair, even some of the best projects have been hammered (one such project is below). Juniors in the development stage (engaged in feasibility studies, attempting to secure financing to build...
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Portfolio update

A few thoughts: An anecdote on Bay Area real estate People I am close with have been looking to sell their 3 bed/3 bath home in San Jose. This is newish construction (2007), 2 miles from downtown San Jose, 2 miles from Apple and Google’s...
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Shuffle up and deal: Recent trades

BOUGHT 1500 shares of ADT.AX at $0.455 I had a small chunk of AUD sitting in my account and I liked the $0.43 – $0.50 zone as an area to top up. I personally have a $0.90 short term target on this stock. Volume has...
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Trying Times

It’s times like these that make me wonder why I even bother playing in the junior miners space. The sector, in general, has been essentially flat/trending down for the better part of the last 2 years, with the occasional month-long pop thrown in here and...
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Shuffle up and deal: Recent trades

Lots of wheeling and dealing since my last portfolio update on May 18, 2018. All share prices are in local currency (OTC = USD, .AX = AUD, etc.). Let’s jump right into it: Adriatic Metals (ADT.AX) BOUGHT 35,000 shares at $0.31 ADT is an early...
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Shuffle up and deal: Recent trades

Birimian Limited: BOUGHT 1900 shares at $0.53 Birimian is an Australian company, exploring/developing their Goulamina lithium project located in Mali. On April 27, Birimian released a revised mineral resource, doubling the size of Goulamina to 65Mt @ 1.43% Li2O for 931kt of contained Li2O indicated...
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My best idea: The case for Aston Bay

The junior mining market is starving for new world-class discoveries. Let’s take a look at some of the hot exploration plays over the past year. All of the companies above still have more questions than answers. Yet the share price went ballistic in the euphoria/anticipation...
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A long time coming

What’s up everyone. I recently celebrated my 29th birthday. To those older than me, this will sound ridiculous, but as I approach 30 I can’t help but reflect on the quality of my life, how I’ve chosen to spend my time, how I should spend...
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