Latest Stock Buy or Sell? Make More Informed Decisions!

Ranked as a 4 in his system, which is high praise. Holds management team in high regard. Wonderful asset allocators and patient investors. Recently entered into royalties for renewable energy.

Real political risk, in that neither Trudeau nor Biden likes the primary business. More volume sensitive than price sensitive to oil and nat gas. Political roadblocks to near-term attractiveness. Long-term, very good for fairly stable income. Oligopolies, local monopolies. Not the growth of 20 years ago.

Hoping to bring a second silver mine into production in Morocco, which has boosted investor-friendly fiscal regimes. Spectacular recent drilling results, not that the market has cared. He needs more results and more consistency to model the deposit. No country is without political risk, and he compares the reward to the (political) risk.

Impressed with exploration strategy in Newfoundland and incredibly effective outreach in international public relations. Relative to the sector, ahead of itself on price. 

Successfully pursuing an acquisition strategy. Stock price is down, he likes the fundamentals, so that's a good thing. He's been adding.

Never enough news for him to understand the value proposition of any of their properties being at the discovery stage. Reasonably qualified people and pretty good promotors.

Industry sees them as a well-regarded, very competitive firm. He doesn't normally own process and service stocks. No objection to someone adding. Pretty attractive margins and market share.

An argument is that drilling companies benefit disproportionately. In playing that game, it introduces a different level of risk. You need to understand the operating parameters of the drilling business, not just the mining business, and that's proven to him over 40 years to be a step too far. He's worked hard enough to understand primary production in mining and energy, and he decided not to pursue the service industry.

When he saw them invest in Virginia, he sold. So he missed their very interesting discovery in Northern Canada, which has the potential to (not "will") be very large. Hoping current malaise in junior exploration continues, so that as they deliver more news on the remote deposit, he might get a better entry point.

Own it because you believe in a higher price for gold. Deposits, while large, are not particularly high grade and will be capital intensive to put into production. Carries political and social risk.

Junior resource sector deeply out of favour. Vanadium offers incredibly utility as an adjunct to steel and specialty metals. Most is produced in China, and the world is looking geopolitically for a more secure source, like LGO. Political risk in Brazil.

Free cashflow and mining prospects have not gown down, even as the stock price has, making it better value. Also leases vanadium and recycles it. He's fascinated, especially as vanadium batteries get attention.

Has participated in two discoveries. Sum of parts is greater than price as a whole. Closely held, extremely volatile, don't rush in and jam the price. Exercise caution by using good-until-cancelled limit orders. As well, market cap is fairly small. No dividend.

Wonderful prospect generator. He added today on news that EMX has reached settlement with Chinese company on Serbian royalties. Substantial free cashflow in Nevada and Chile. Buys, but also creates, royalties. High regard for management. No dividend.

Founding family has long track record of on time and on budget. Specialists at building mines in tropical, high rainfall environments. 

Company created so that owners could employ expertise for themselves, not just for other companies. Bought a mine from ELD in Brazil to kick things off, now at construction phase. Risk is that implementation phase will not be on time or on budget. No dividend.