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 three consecutive buy signals since February 14th and currently sports a Betting Edge of 1.4% and a Discount to Expected Value (DEV) of 7%.
We have driven cash in recent days into Royal Gold, Kinross, Coeur, BTG, Anglo American Platinum, and more.
Royal Gold sports a Betting Edge of almost 2% and a whopping DEV of 10%. Edges and discounts of this magnitude are appearing across the entire constellation of metals complex stocks.
Our Betting Engine has come alive with signals and we are throwing down in response.
Other recent purchases include $GOLD, $SIL, $SILJ, $PLTM in addition to many others included on our Holdings page.
But Helium, unquestionably, has been our biggest bet in recent weeks and large positions have been taken in Desert Mountain, First Helium and Total Helium ($DMEHF, $FHELF, $TTLHF). Our commitment to the helium complex represents our single largest focused allocation to a single idea since our early bet on Deep Yellow.
Good luck!
7 Comments
Take a macro view of tin miners. Price spike coming. Only 2 or 3 miner stocks to choose from. Cheers! Jack
Which stocks did you have in mind? Tin Corp. and Tin One?
I’m invested in AFM.V, MLX.AX. May take starter position in ELT.AX.
Eloro is compelling. It currently sports a betting edge of -21%, as it has had a nice run-up since 2/29. It will be a stock on my watchlist.
Thoughts on Pulsar Helium after new discovery? Thx.
Great discovery. Unfortunate State in which to make the discovery.
Thanks Tom!