Junior gold investors love three things more than anything: Size – the bigger the better Simplicity – one big deposit A stock under 50 cents Find me a big open pit with millions of ounces, just under the surface, and I will show you a project that has real potential to be a winner.  Ideally in North ..read more

There is a growing niche in small cap stocks—ones with GOOD FINANCIAL NUMBERS are finally being rewarded with higher stock prices. Q2 reporting just ended, and the winners in my portfolio had big improvements. I outline the numbers below.  And the stocks responded! For the last half of 2021, all of 2022 and 10/12ths of ..read more

Gold hit US$2500/oz last week—a new all-time high. The cheapest part of the gold market is junior developers, which are trading at 0.45x price to net asset value. The average historical ratio is twice that. It’s been a long bear market for gold stocks, which means the upside potential in junior – the more leveraged ..read more

Volatility creates emotion—anxiety, fear etc.  You’re supposed to keep emotions out of investing. Maybe that’s why the volatility trade—VXX-NYSE–-has been one of the worst of the last decade.  Look at this chart: So doesn’t an anti-volatility play make A LOT of sense? That would be the 1x  Short VIX Futures ETF—SVIX-NYSE.  This is an equity that ..read more

Oil Field Services (OFS) stocks can’t get a break. This is now one of the most profitable sectors in the economy—with the lowest valuations! For a brief time, it looked like Donald Trump would cakewalk into the White House, and the OBVIOUS Trump Trade—is OFS stocks (not producers—because it would be back to Drill Baby Drill ..read more

INTRO Oil Field Services (OFS) was a top “Trump Trade” for the 3.5 weeks between the first presidential debate and Joe Biden ending his re-election bid. The Market considered Trump a “gimme” to win the November election. But is OFS still a Trump Trade—even if he wins the now much-tighter election campaign? I say YES—but ..read more

Small caps are getting some life!! It’s been tough making money for the past two years, but since the Market turned as interest rates peaked in late October, good companies have seen their stocks make some big moves. Here in oil-and-gas land, the steady to winning stocks have been 1. TENAZ Energy (TNZ-TSXv)—natgas in Europe ..read more

Heliostar (HSTR-TSXv / HSTXF-OTC) just made the single most accretive M&A deal I have ever seen in 30 years in the junior gold market. For a US$5 million payment on close (October) and US$5 M from operating cash flow, they bought several Mexican assets, including two producing mines—La Colorada and San Augustin—from Florida Canyon Gold (a spin-out of Argonaut Gold AR-TSX). NO MONEY UP FRONT! These assets should produce 18,500-22,000 oz over the next 6 months, based on Argonauts previous 2024 guidance Which will, at forecast US$1700/oz cash cost and US$2400/oz gold–generate US$1 ..read more

    The two keys to my largest investment in 2024 are: Big pricing power Small cost structure—likely the lowest of its kind in the world HYTN Innovations, HYTN-CSE / HYTNF-PINK, has something unique—which is rare in the cannabis world, where everyone thinks all the products are the same. They have the smallest GMP-certified production facility (that I’m aware of after a bit of digging) to manufacture cannabis and psychedelic products in North America, (located in Kelowna BC) and almost certainly the world. I’ll explain GMP in a second. But know that these products have VERY ..read more

Luca Mining (TSX-V: LUCA; OTCQX: LUCMF; Frankfurt: Z68) has TWO mines that are rapidly increasing production right now—just as metal prices (especially gold!) have had 20% + moves up in the last 9 months. And Luca is UN-hedged—they get the full benefit of all these metal price jumps. And I’ll explain the simple math that shows LUCA is trading at just over 1x 2025 operating income–if metal prices stay where they are now. Their new gold/silver mine in northern Mexico—called Tahuehueto (Tow-wett-o) is scheduled to go from 450 tons per day (tpd) to 1000 tpd in the coming week ..read more