Our mission is to improve mining research through accessible, timely and valuable stories on potential cycle defining companies and themes affecting investors.
Medellín, Colombia
Joined August 2022
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Gold Journal retweeted
Hidden gold nuggets in mining news releases on Gold Journal goldjournal.substack.com/p/h…
“…we should no more expect to become better investors by reading interviews with successful investors than we’d expect to become better basketball players by reading interviews with NBA stars.” wsj.com/articles/how-to-inve…
Gold Journal retweeted
Excellent brand new newsletter focused on the mining industry written by @PaulHarrisGold, best known as a writer for the Mining Journal. In general agreement with his assessment of Colombian politics & mining and a nice plug on CNL.V. Disclosure: no compensation was provided.
We are live with issue #1.
Smoother, not easier. What a new regime means for investors in Colombia’s gold sector goldjournal.substack.com/p/s…
@ArisGoldCorp @CollectiveMini1 @RoyalRoad_RYR #colombia
What topics should we cover next?
Biggest gold find in decades under the Snowline?
•Virgin gold district discovery with higher grade (+1g/t) than similar style deposits in Yukon, including producing Eagle mine (0.65g/t reserve grade). 1/
• Tier one scale possibility with +20Moz guestimate by industry figures based on grade and approx. dimensions drilled to date
• A look at the potential and challenges ahead for Snowline and other Yukon explorers.
goldjournal.substack.com/p/b…
“…many metals, especially those required for decarbonizing, are in an unavoidable squeeze, lacking sufficient reserves – which currently are a mere 5-20% of what is needed – and capex is woefully low. It simply does not compute…” Jeremy Grantham gmo.com/americas/research-li…
We are live with issue #1.
Smoother, not easier. What a new regime means for investors in Colombia’s gold sector goldjournal.substack.com/p/s…
@ArisGoldCorp @CollectiveMini1 @RoyalRoad_RYR #colombia
What topics should we cover next?