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Adding some degen to this list.
I am still buying $GROY warrants as they drop below $1.50
I am looking into $RGLD LEAPS. Probably out of the money calls paired with some cash secured puts.
Precious Royalty interesting again after this pullback.
$FNV - the 🐐 reasonably valued with Cobre Panama restart upside
$RGLD - post merger Fourmile & Great Bear anchor a solid growth portfolio
$EMX / $ELE.V Post merger mid-tier with tether capital
With $PPP.V trading more than 5% below B2’s entry, I started a position in Prospector.
As mentioned below, strategic shareholder and now fully funded to pursue more monster drill holes.
I’m okay to take on drill bit risk or balance sheet risk, I don’t want to take on both.
Prospector has announced a C$10M placement with B2Gold at C$0.97.
On closing, B2Gold would own ~17.2%.
The cash lines up a fully funded 2026 drill program at ML in the Yukon.
$PPP.V $BTO.TO
https://www.newsfilecorp.com/release/272913
Baseball Reference career WAR.
Lou Whitaker: 75.1
Alan Trammell: 70.6
They played together for 20 seasons. Literally beside each other. One guy gets into the Hall of Fame and the other can’t even sniff the contemporary ballot?
Ridiculous.
Lou Whitaker being left off of the 2026 Contemporary Ballot is complete bullshit.
But Lou Whitaker being left off of this list, and JEFF KENT being on it is an even bigger disservice.
All-time fWAR
Whitaker - 68.1
Kent - 56.0
All-time bWAR
Whitaker - 75.1
Kent - 55.4
Lou Whitaker is a Hall of Famer.
Lou Whitaker has a higher career WAR than the following second basemen:
Ryne Sandberg, Roberto Alomar, Craig Biggio, Chase Utley, Joe Gordon, Jeff Kent, José Altuve.
WAR is not a perfect metric, but when a player stands out that much vs. peers, voters should listen.