Vielen Dank für die Einschätzungen.
Die Strategie von Goldventures habe ich heute zufällig gefunden und finde diese interessant, weil sie auch von meiner bisherigen Strategie, große liquide Werte und Royalties zu bevorzugen, deutlich abweicht.
Goldventures setzt bewusst auf kleine Minen und hat anscheinend mit der Strategie Erfolg. Im letzten Satz wird auch die Lassonde Kurve erwähnt.
Den Silber- bzw. Goldpreis könnte man auch bei Schwäche absichern.
Auszug
"Why junior mining companies?
A basket of well selected juniors with a focus on exploration will always outperform major producers, in upturns but even more in downturns.
While majors keep making new lows juniors have bottomed and building a new base to launch.
While for the 2020 leg (the 1st leg in the new Silver bull market) i focused mainly on proven ounces and development stories, i prefer for this next leg to focus on 1st optionality/proven ounces AND 2nd the most exciting silver discoveries = exploration and add to this some junior producers with agressive business development (Gsilver , Santacruz). Focus is newsflow.
i also like new stories with strong historical data at tiny Mcaps as they have a natural floor and provide a very assymetric bet for potential huge gains (CMC, Hercules, Equity, Finlay), these are higher risk and my advice is allways hold all positions.
Main criteria for selection:
management team & business development
share structure
newsflow and possible dilution, cashed-up or not
the asset
grade & number of ounces
the odds to become a mine
takeover candidate
jurisdiction (south america is not a problem for me as long as the overall PF has sufficient spread)
Since March 2021 Gold Ventures works with a due diligence team to scan & follow up on possible holdings: results during the last 18 month bear market have been stellar compared to peers & newsletters.
aim is to ride a Silver short squeeze in Junior silver mining stocks.
during the 2021 bear market, this PF managed a +11% gain (overall gold/silver/commidities result); when the bull resumes i am expecting a multibagger return.
how high can these go in the next bull leg? Let’s say #silver goes to $35 from $18
all these Junior companies would become 5-10 baggers in a very short period of time.
other juniors ranked in categories:
juniors i liked a lot but where the 1st phase of the Lassonde curve may be behind us: Aya, GoGold
...
www.goldventures.org/blog/junior-portfolio
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