Overview of My Winners and Losers in 2022...And 5 High Conviction Ideas Going into 2023
Our FY22 vintage of High Conviction Ideas had its weakest performance since FY17. We hope for better returns for our commodity-focused FY23 selection.
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Los Andes Copper: Insider Buying Continues and PFS in Next 60 Days
Los Andes continues to be our preferred junior copper exploration play. In the coming 60 days we await an updated PFS and early in 2023
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Los Andes Copper: The Copper M&A Wave Has Started + Chilean Population Rejects New Constitution
Both Rio Tinto and BHP have been rebuffed by management/minority shareholders as they try to scoop up copper assets on the cheap. Let the Copper...
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Los Andes Copper: Just Keeps Getting Bigger
Los Andes Copper is a Tier 1 Copper asset where recent drill results highlight its attractiveness. Once a PFS is published late in FY22 we expect...
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Los Andes Copper: On Every Major Mining Company's Radar; 150% Upside
Los Andes is a Tier-1 Chilean copper asset. Copper supply/demand looks very tight given the rush to electrify the global auto fleet and increase...
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