I bought into Amerigo Resources about two months ago. it's a bouncy one but it's going in the right direction taking the big view. Do you have any thoughts on Tungsten West in Devon Dominic? I've been invested for some time and it's doing quite nicely. We can sometimes assume there is nothing at home to go for! It's due to start production next month with steady production by mid 2027.
Well, I made a bad call with a company called First tin when it IPd and I’ve never forgiven myself Alphamin is the best tin play I can find and I agree it is a big story
Timing is a concern. I sold out of Koryx because El Niño carries a risk that electricity supplies in that part of the world are interrupted if only by rationing to preserve enough for domestic use.
Good read. Went for your Koryx play with a few buys around 3.08.
On the oil front are you still holding SM Energy (or was that Dr John)? Its nearing a 1 bag profit for me so wondering if its time to take some out or if there is more to run.
I am because I can’t see any good reason to sell it just creeps on creeping up so I may as well just hold on and let it ride. But yes, it’s been a really good win I don’t understand why the oil price isn’t a lot higher given what’s going on, but if there’s a agenda to keep the price down then they won’t be able to keep it down forever and it will rock it
Hi Dominic, can I ask what you think about uranium? A big buy storey in Moneyweek.
Also Koryx has / had big concerns re electricity supply. Also water supply.
S
Hi Steve,, all those concerns are addressed in the longer article on Koryx linked to above
Uranium broken out of a recent down trend, and coming into seasonal strength. Looks like the start of another big run in my opinion.
Potentially, yes, the timing is right
I bought into Amerigo Resources about two months ago. it's a bouncy one but it's going in the right direction taking the big view. Do you have any thoughts on Tungsten West in Devon Dominic? I've been invested for some time and it's doing quite nicely. We can sometimes assume there is nothing at home to go for! It's due to start production next month with steady production by mid 2027.
I went to visit the project about five or six years ago. It’s never quite worked, but maybe they can get it to work.
I have also been doing OK with Tin. No one ever seems to talk about tin. it's up 32% since January. 70% YOY!
Well, I made a bad call with a company called First tin when it IPd and I’ve never forgiven myself Alphamin is the best tin play I can find and I agree it is a big story
I now have a soft spot for tin. I call it the really poor man's silver!
I am keeping an eye on Cornish Metals for another homegrown play.
Truly speculative one would be Bougainville Copper :) Maybe money will talk. Surprised DJT hasn’t talked about planting a flag there. No position.
Thanks Christian.
Timing is a concern. I sold out of Koryx because El Niño carries a risk that electricity supplies in that part of the world are interrupted if only by rationing to preserve enough for domestic use.
Maybe. I’m sure HD has an answer to that
Good read. Went for your Koryx play with a few buys around 3.08.
On the oil front are you still holding SM Energy (or was that Dr John)? Its nearing a 1 bag profit for me so wondering if its time to take some out or if there is more to run.
I am because I can’t see any good reason to sell it just creeps on creeping up so I may as well just hold on and let it ride. But yes, it’s been a really good win I don’t understand why the oil price isn’t a lot higher given what’s going on, but if there’s a agenda to keep the price down then they won’t be able to keep it down forever and it will rock it
What are your thoughts on CAML? I have a small marker position.
I don’t think I know that one