Notable Public Calls

Since I have a lot of new followers on Twitter and on this blog site who may not be familiar with some of my past work, I have decided to put together this post of some of my notable ideas for easier access.

$KL | Kirkland Lake Gold | Profiled extensively at the $5-7 US price. Today it trades over $45.

https://twitter.com/i/moments/878686941901975552

$WDO.TO | Wesdome Gold Mines | Profiled extensively in May of 2018 when it was trading at $1.50 US and Kiena valuation was not priced in to the stock. Today it is trading north of $6 US.

https://twitter.com/i/moments/1002913388501065728

Atlantic Gold | Acquired | Profiled extensively prior to commercial production at Moose River Consolidated at around $1-1.20 US. Wrote this article in January 2019: https://economicalpha.blog/2019/01/27/atlantic-gold-corp-phasing-in-on-what-could-be-ahead/. It was then promptly acquired by St. Barbara a few months later in May of 2019 for $2.90 CAD in cash, or $2.20 US.

https://twitter.com/i/moments/1003277218401972229

Updated: 6/27/2020

$MAI.V | Minera Alamos | First profiled in June of 2019 at around .12 CAD cents. At the time, I had just met Doug Ramshaw at the JTVIR conference. Minera was about to get through a painful warrant overhang. After the meeting, I initiated my first position: https://economicalpha.blog/2019/06/26/a-few-mining-names-i-am-watching-as-gold-breaks-1400/. Since the week of June 19, 2019, Minera is up 400%, from .11 CAD to .55 CAD, outperforming most of its emerging producer peers. I covered it several times on Twitter and wrote this article back in September: https://economicalpha.blog/2019/06/26/a-few-mining-names-i-am-watching-as-gold-breaks-1400/. Since this article Minera is up nearly 200%. The gold price has of course helped, but the outperformance is attributable to management and execution.

4 thoughts on “Notable Public Calls

  1. Word, Luis. Your calls have been all-star and I sincerely appreciate your analysis. Its great to get your quarterly updates too since they do a great job of breaking down “expectations” into the concrete that non-experts can digest. I’ve rung the jar once and expect to do more as a token of my appreciation. Anyone else following Luis should do likewise — karma and all.

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  2. Met Luis in 2012 on Twitter and discovered I didn’t know anything about the mining sector. I believe this was already invested into his first multi bagger value name , in a bear market needless to say, and he helped me turn around my loss in GDXJ by joining him in CLGRF. Claude resources, from there the journey began .

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