Balancing the opportunity in smaller miners, development companies, and exploration companies
Erik Wetterling joins me today to go down the list of metals companies and his thoughts on the value opportunities in each. We start with production companies that have also sold off and are looking attractive. Next are the developers and exploration companies that were washed out earlier this month and starting to bounce.
Metals Investors – What worked this year and what to watch for 2020
Erik Wetterling joins me to outline what worked in terms of his investment strategy for this year. He outlines some of his better investments and more importantly what his strategy is for next year. Also noting what he will be watching closely next year.
Erik Wetterling just returned from a site visit to the Novo Resource properties in Australia. He shares his takeaways from the time spend on site and with management. We also discuss the recent news regarding the improvements of the mechanical sorting technology at Egina.
As mentioned in the interview if you have any questions for Quinton please email me at Fleck@kererpot.com. No time is set up yet but I will be sure to keep all the questions handy for our next interview.
Further thoughts on Novo Resources – Balancing the upside and downside risks
Erik Wetterling, Founder of The Hedgeless Horseman joins me to discuss what he is looking forward to for Novo Resources. We are both shareholders of Novo, so we are overall bullish, but I do get Erik to balance out the potential positive drivers with any negatives that could prove the bears correct. Please let us know what you think by commenting or emailing me at Fleck@kereport.com.
Gold Stocks vs Silver Stocks – Where’s The Opportunity?
Erik Wetterling, Founder of The Hedgeless Horseman joins me for a close look at how the gold stocks have preformed compared to silver stocks. With both metals doing very well of late it should be noted that the safe gold stocks and riskier silver stocks have been the ones moving.
Metals Investors – All About Limiting Downside Risk and Time Frame
In an ignored market like the metals markets it is important to be very selective. Erik Wetterling, Founder of The Hedgeless Horseman joins me to discuss how he is managing his portfolio and how he is staying in this market. It’s all about value and time frame.
Some Thoughts On The Fallout From The Miramont News.
Erik Wetterling, Founder of The Hedgeless Horseman joins me today to share his thoughts on the news last week out of Miramont. The drill results disappointed and were followed by some negative articles that added to the share price drop. This also carried over to the Novo and Irving stocks as they have moved lower.
The Hedgeless Horseman Is Back – Balancing Stocks You Like With What The Market Likes
Erik Wettering, Founder of The Hedgeless Horseman is back and sharing some details on the stocks he likes. We discuss what Erik has entitled the Qunintonian Trio of Novo, Miramont, and Irving Resources all which have news in the coming months. We also discuss how to balance out stocks that an individual might like with stocks that the market is paying attentions to.