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Strategies & Market Trends : The Aristocrats (tm)
NNVC 1.850-2.6%Nov 7 9:30 AM EST

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To: sense who wrote (3382)2/15/2022 12:49:15 PM
From: Logain Ablar  Read Replies (1) of 5610
 
Hi Sense:

Thanks for these ideas.

I'm almost fully invested and my free funds are more for the oil space as I'm already over invested in the PM space.

Without too much detail:

Highgold Mining HGGOF - Alaska and Ontario properties. They have a couple of good drill intercepts in Alaska.

Freegold Ventures - FGOVF - They had some nice intercepts in 2020. Not sure if there was copper.

Victoria - should be a 200k per year gold producer but have had some execution issues.

Alexco AXU is a silver miner in the Yukon but they also have had some execution issues. Should be better this year.

Then I had Argonaut ARNGF with mines in Mexico (low grade but cash flow positive) and a development mine in Ontario and they surprised the market with an additional $200M Cap cost. The Ontario mine will be 300k oz per year but there is still going to be dilution. I'll revisit later this year (I took my lumps). They canned the CEO on the news.
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