Some good stuff on the Twitter machine recently.
Portfolio Updates
Several updates since last week’s mid-year review. Star Royalties The latest MJG Capital shareholder letter details Star Royalties total failure to execute since inception and calls for the company to liquidate. Ultimately, Star has made three big bets as a company – the US$10.63 million royalty purchase at the Elk Gold Mine, the US$9 million paid for a 4% […]
Value Hive Podcast
Before heading out to enjoy the long weekend, I chatted with Brandon Beylo from Value Hive. Have a listen wherever you happen to get your podcasts.
Mid-year review: Metals and Mining Positions
A lot of sales to reposition the portfolio since the last time I put one of these updates out. The idea is to get exposure to irreplaceable assets and structural demand for gold from central bank buying.
Carbon Streaming cash box
The money is the prize.
Interesting links: June 2025
Did you know North Korea has a beach resort?