A little something I wrote about why I don’t own Colonial Coal seems to have made people angry.
Exploration situation
Sarama Resources is being touted as a mis-priced litigation play.
Mining Portfolio Updates: Week ending July 25
More turnover than I usually like over the last few weeks, but in a royalty-and-special-situations-focused mining portfolio, there’s going to be a lot of movement when consolidation finally comes to the royalty companies.
AREC’s tailings tailwind
AREC is the controlling shareholder of ReElement Technologies.
Nobody wants your Athabasca uranium junior
The days of Cameco and Rio in a bidding war for Hathor Exploration are gone and won’t be coming back.
Cheap industrials?
I am looking at distressed industrials where there is some real value post-Liberation Day if you’re willing to venture down market cap.