Looking for some commentary or Sndxf and relzf in regards to current market conditions.

By sphereya, September 27, 2011

Liking the new site. Hopefully in the near future Travis can lay out what he is looking at for the near future with the current sell off. Are you seeing a lot of value in any oil or gold plays?


This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

Share your thoughts...

3 Comments on " Looking for some commentary or Sndxf and relzf in regards to current market conditions."

Notify of

Travis Johnson, Stock Gumshoe
Hi Russell, Both of those have clearly taken quite a hit — which should be expected for declining commodities prices and increasing investor fear about tiny stocks, which both of these are (SNDXF is Sandstorm Gold, which is my largest personal holding and the stock I use to get most of my gold mining exposure with, I think, less risk than the miners; RELZF is a far more speculative oil explorer in Western Canada and Montana). With stocks like these I don’t make snap decisions if I can help it, nor do I use trailing stops personally, I know Sandstorm… Read more »

I like the business plan of Sandstone from the standpoint of investment and income stream without actaul ownership and responsibility of the mines.. What about the Metals and Energy divison (STTYF), do you think the same ‘business plan” and profit potential is as good there as with Gold?

Travis Johnson, Stock Gumshoe
As a business plan, I think it’s better — much bigger addressable market and they’re more unique in this space, with more potential partners so you can “buy low” on commodity trends by funding miners when coal or gas is low, for example, or when copper or zinc correct. I own both, Sandstorm Gold is much easier to analyze and further along in development and profitable, so its less risky that way, but also tied just to gold prices which carries that risk. Sandstorm Metals & Energy is heavily reliant on metallurgical coal for near-term revenue, so carries price risk… Read more »