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Turning Undiscovered Stocks into Potential Life-Changing Opportunities

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ESGold corporate website: Link
T$R’s ESGold research page (no login required): Link

T$R thanks ESGold for supporting what it does.
ESGold is a near-term gold & silver producer with a mkt cap of only ~$3.5M!
Due to pending catalysts & realistic blue sky potential, I believe it has the potential to provide life-changing returns.
To read about ESGold’s “blue-sky” potential, please see the following article (link)
To view ESGold’s pending & potential catalysts (link)

NOT INVESTMENT ADVICE
NOT COMPENSATED TO INITIATE COVERAGE OF COMPANIES
SEE DISCLAIMER & DISCLOSURE AT THE BOTTOM
  • April 4, 2023
  • January 6, 2024

Page Updated – April 4, 2023

Metals Bull Market – The Tide Raises all Ships but Some Junior Mining Stocks Provide Lottery Ticket Winnings

Metals Bull Market Outlook

Mergers & Acquisitions

A great sign that a metals bull market is about to begin is when mergers & acquisitions start to occur in the mining sector.  Major Mining Companies know very well what’s about to happen to precious metals and critical metals.  They’re acquiring new reserves before things get a lot more expensive as metal prices increase.

The recent mergers & acquisitions is a great sign that Major Mining Companies expect a bull market to begin soon.

Outlook on Precious Metals

With the recent disappointing economic data being released, the price of gold recently moved up and is just below its historical high of US$1975.

Right now, the US Federal Reserve is stuck between a rock and a hard place.  It must act soon in order to minimize the extent of a possible recession.  Once it starts to cut interest rates to avoid a recession, gold is expected to make a new historical high and should see much higher prices over time.

With all the reckless money printing and the consequences of it, the outlook for precious metal prices couldn’t be any better.

Outlook on Critical Metals

With the Green Energy Transition and the Electrification of Everything, large deficits of some metals are expected.

Without copper, there is no electrification of everything as other conductive metal substitutes are much more expensive than copper.  It is said that the world requires more copper in the next few decades than what has been mined in all of history (read that again and let that sink in).

Even if mining companies try to eliminate supply deficits of certain critical metals, some are unavoidable due to the amount of time it takes to put mines in production.

Also, if one looks at the average copper grade mined over the last century it looks like a ski slope.  Since all the higher-grade deposits in the world have already been found, lower grades are being mined over time.  This causes higher prices due to the higher mining costs and also makes it increasingly harder to supply increasing demand.

Due to the upcoming demand for critical metals, much higher prices are expected especially for the ones that will experience supply deficits.

The “MOTHER” of all Metals Bull Markets

With the outlook of both precious metals and critical metals looking extremely bright, a “commodities super-cycle” or what I call the “mother” of all metals bull markets is expected to occur.  It has the potential to be a once in a generation investment opportunity.

Junior Mining Stocks & Bull Markets

Typically, Junior Mining Stocks provide the highest bull market returns in the mining sector. Below is an example from the mid-1990s bull market.  With the addition of the internet and the Reddit crowd, there’s a lot more speculative money available.  The potential for such outstanding returns in the right bull market is even better now than it was decades ago. 

Source: https://www.bullionvault.com/gold-news/junior-gold-031020142

To Increase the Odds of Life-Changing Returns in a Bull Market

Although the tide raises all ships in a bull market and one could literally randomly buy any Junior Mining Stock and would still probably beat typical stock market index returns even in a great year, the best Junior Mining Stocks can provide lottery winning returns if played correctly.

The most important thing I look for to increase the odds of making the life changing returns in a bull market are Junior Mining Stocks that will attract the market’s attention.  In the end, all the thousands of Junior Mining Stocks on the Canadian stock exchanges compete for the same pool of speculative money.  The companies that attract the biggest share of this speculative money also provide the best returns simply due to the laws of supply/demand.

To attract the market’s attention in a metals bull market thus increasing the odds of life changing returns, some items that I personally look for are as follows (these are some of the main items & this definitely isn’t a complete list of what I look for):

  • Share structure  – good share structure
  • Share float – low share float
  • News flow  – constant news flow during the bull market
  • Upside catalysts – properly timed & expected to occur during the bull market
  • Unique story or unique characteristics – something that makes it stand out amongst its peers
  • Projects – aggressive drilling & the potential of new discoveries
  • Management – ability to deliver, tell the story & properly promote the company
  • Metal exposure – exposure to metals which will see significant increases


How I Plan to Capitalize on the Upcoming Metals Bull Market

The following quotes from Warren Buffet are ones that best describe my investment strategy, especially when it comes to playing this upcoming bull market:

“Risk comes from not knowing what you’re doing”

“Risk can be greatly reduced by concentrating on only a few holdings”

“Successful Investing takes time, discipline and patience. No matter how great the talent or effort, some things just take time: You can’t produce a baby in one month by getting nine women pregnant”

“Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble”

“Diversification is a protection against ignorance. It makes very little sense for those who know what they’re doing”

“Wide diversification is only required when investors do not understand what they are doing”

“Diversification may preserve wealth, but concentration builds wealth”

Although the Junior Mining sector is considered the riskiest sector to invest in, making money on it during the right bull market is easy even if the company isn’t successful in finding the 1 of the thousands of ore bodies that becomes more than just moose pasture.

For this bull market, I plan to only hold a few holdings which I have very strong conviction in and meet my investment criteria to possibly be life changing for me.

Owning only a few holdings allows me to properly conduct all the constant due diligence thus increasing success while reducing risk (this is the strategy that has worked the best for me over the last few decades).  It also allows me to properly dedicate the time to cover each company’s milestones on The Shareholder Report.

Conclusion

What is about to unfold could be a once in a generation investment opportunity.  Hindsight will create many lessons learned to those that didn’t pick the right life changing stocks.  Unfortunately, metals bull markets don’t happen often so they have an entire bear market to better prepare themselves for the next metals bull market.

I’m fully loaded and have placed my bets on the which lottery tickets I want to play in the metals bull market.

I look forward to what kind of returns the commodities super-cycle/”mother” of all metals bull markets provides to the lucky investors that own the highest paying winning lottery tickets!

Reference Material

Boom, Bust, Repeat: Junior Gold Miners

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Company Disclosures

Doubleview Gold

My spouse & I are both shareholders so I’m biased.  T$R independently initiated coverage of Doubleview Gold on 14 June, 2020.

Compensation/Sponsorship – Nothing to declare

Promotional Items Received – July 2020 – My spouse (not associated with T$R) and I each received 1 baseball hat from Doubleview Gold.  The company publicly announced any shareholder could receive a company hat for free and it was available to any shareholder upon request.

ESGold

My spouse & I are both shareholders so I’m biased.  T$R independently initiated coverage of ESGold on 01 February, 2022.

Compensation/Sponsorship:
August, 2024 – After the release of the report on ESGold on 02 July, 2024, the company (ESGold) offered to compensate T$R for the article & consequently, T$R featured it as a sponsor from 01 – 31 August, 2024.  On 23 August, 2024, T$R received the compensation of 250,000 shares of ESGold from Computershare (DRS).  The shares are subject to a 4 month holding period.  T$R intends to hold the shares for investment purposes.  Due to T$R’s extensive coverage of ESGold, there’s a possibility that ESGold pays T$R for the creation of certain content in the future.

October, 2024 – On 29 October, 2024, T$R’s founder (D4), received C$19,000 & 190,000 warrants (exercisable at C$0.15 & expire in 1 year) as finder’s fees on the financing that closed on 30 September, 2024.

Financings – July 2022 – I participated in a financing but the warrants expired without being exercised.

Promotional Items Received – July 2022- I received a free hat from ESGold.  ESGold was giving away free hats and T-shirts to people that wanted them (I didn’t receive a T-shirt as they had already given them all out).

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