Consolidated Rock Holding Company
Consolidated Rock - Investment Holding Company of Sultan Ameerali
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. That said, Vulcan (Great Atlantic 3% NPI and ~30% ownership in Atlas Salt) and Chibougamau (2% GMR on the Mont Sorcier iron deposit) are worth multiples of their current market caps.
This is still an easy hold. $AMD is a trillion dollar business
I’m buying more $AMD on the dip. It’s the clear open-source alternative to CUDA/Nvidia and isn’t getting credit for the large chuck of the AI chip market it’ll end up with.
If I could stuff more into my TFSA and forget about it I would.
If it makes the Mets feel any better, they wouldn’t have beaten the Dodgers either
I agree with this. As the metals bull market continues - and it will continue - I have less to say about it.
Now is a time to watch playoff baseball. You should’ve been positioned a while ago in your favourite names, taking profits now as you trim. Buying now to catch the bulk…
Exited $ELE.V and $EMX. Cash becoming big part of my portfolio. Just feels like Au +47% year to date that all Au projects work now and risk/reward not as good. I'm still 20%+- in gold exposure but that's down significantly from peak.
Yankees suck. The manager is incompetent. Maybe they get a timely homer, but their pitching is leaky AF.
