Risk/Reward…A Gut Feeling

$KL.v – gold-Market darling. Comparable to Federer, some call for a top, they just keep on going.

$WDO.v-gold- receiving very mixed signals in the community. Good prod numbers vs high MC

$NXE.v -Uranium- Best discovery in last years. Will/is disrupting the U market. Shame U sentiment is so low. Best in class, wrong commodity.

$TK.v – Zinc monster in exactly the right location. retail keeps on waiting for Godot

$CGP.v- copper- TO target NR1 since year and day. Tick Tock.

$MAI.v – Gold- Bring the best in class mgmt together. Rince&Repeat

$VTT.v- Lead – Humbling experience, from all stars aligned to where have those stars gone?

$PGM.v – gold- TO or going it alone. Tick Tock, we’ll know in a few weeks

$REG.v – Copper -Tier1 play with some angles. Busy picking away those barbs one by one.

$ADT.AX – Silver and then some -High high grade, forget bulk tonnage. Smell the money

$SUNM.v – copper – Will the sun still shine after the next drill program? Stay seated.

$SME.v -nickel- speculation pur sang. Tier1 hunting with Robert Friedland

Company Closing price 08/04/19 (in CAD)
Kirkland Lake Gold 43.12
Wesdome 4.71
Nexgen Energy 2.32
Tinka 0.345
Cornerstone Capital 0.325
Minera Alamos 0.11
Vendetta Mining 0.10
Pure Gold Mining 0.55
Regulus 1.55
Adriatic 1.00 (AUD)
Sunmetals 0.52
Sama Resources 0.335

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