I added to Surge Copper in the low 60-cent range this week.
Rupert turns into Agnico Eagle
We’re just about halfway through 2026 and we have a front runner for special situation trade of the year.
May 2026 Portfolio Review
The gold trade is still early. The question I am trying to answer is how do I express my view on gold prices to maximize leverage?
A quick note on illiquid mining stocks
A run in the share price for CBG based on almost zero trading volume. I couldn’t sell even if I wanted to. As my investment process and bankroll evolve, CBG and Vulcan Minerals are not positions I would buy today. My preference is for illiquid positions outside the mining sector and without any cash burn at all. […]
Mayfair Gold and Star Royalties
Mayfair Gold closed a LIFE financing for $40-million and gained a new strategic shareholder.
Portfolio updates
Buys and sells during Beaver Creek week.