$CRSXF — Corsa Coal
We are buying Corsa Coal, which currently sports a betting edge of 9% and a discount to expected value of 22%. Corsa has closed >3σ from its expected…
We are buying Corsa Coal, which currently sports a betting edge of 9% and a discount to expected value of 22%. Corsa has closed >3σ from its expected…
$HUI enjoyed a 3σ move from expected value from 3/4-3/11 and hovers 2σ from its expected value of ~$215. Mean-reversion is likely in the near-term. $HUI exhibits price…
We sold aggressively into this week’s breakout in gold and pop in silver, boosting cash reserves to ~50%. Gold has risen over 3 standard deviations from its statistical…
Our cash balance is at its lowest level in years as we aggressively buy shares in gold, silver and platinum miners. The Amex Gold Bugs Index has flashed…
With an edge of 1.3% and a discount-to-expected value (DEV) of 11%, I bought back Natural Gas this morning. We sold our stakes in GDX, GDXJ and PLTM…
We bought First Majestic at US $5.63, International Tower Hill Mines at US $0.44, Sibanye-Stillwater at US $6.57. Each, oddly, sports a Discount to Expected Value of 34%.…
REVISED (AUSENCO) (20/11/23) CHANGE Long-Term Price Case $1,950/oz. Au $1,950/oz. Au $1,950/oz. Au Flagship Project Goliath Goliath Goliath Ownership 100% 100% — Mineral Resources (Measured & Indicated) 2,100,000…
The $QQQ flashed a major sell signal on 5/29/2023 and currently sports an edge of -26% and a discount of -4%. Inversely, $PSQ sports a long edge of…
I am buying diamonds, natural gas and uranium. I have been adding to Lucara on a regular basis throughout the span of their slower-than-expected underground expansion at Karowe.…
I have begun to load up on highly prospective explorer, Standard Uranium, in anticipation of winter drilling at Sun Dog and inaugural programs at Atlantic and Canary. Standard…
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