Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Aristocrats (tm) -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (3374)	2/14/2022 12:37:09 PM
From: sense	Read Replies (1) \| Respond to of 5606

Agree. I don't consider Mexico to be a "safe" jurisdiction anymore. Sold everything I had there. Currently, all the miners I own are focused either in the U.S. or Canada... I have no problem making an exception or two... for a short to mid term trade... GPL not the only exception... I think Bluestone... BBSRF... a worthy trade just now, for instance... But, also, don't consider Columbia, Brazil or Guatemala as more of a risk, or growing risks, like others... Mexico, Bolivia, Argentina... are definitely avoid... even in PAAS and Fresnillo... for any longer term holding period. MAG, of course... same problem... as sharing part of a Mexican mine. So, I've no problem with BTG... others like it... ? But, also, find the potentials in Newfoundland and B.C, are no less compelling than those in South and Central America...

To: Logain Ablar who wrote (3374)	2/14/2022 12:55:47 PM
From: sense	Read Replies (1) \| Respond to of 5606

Also should point out... I don't generally consider Namibia to be much of a geopolitical risk, either... a far safer jurisdiction IMO than many of the African countries closer to the equator... or on the other coast... So, NMREF is a very solid pick IMO... just based on the REE and other tech metal interests... a no brainer given JOGMEC participation and LG owning a big chunk... with a lot of upside in gold exploration. And BTG also has a producing gold mine there...