Friday File: Royalties, Scams, Buffett, and Gold

by Travis Johnson, Stock Gumshoe | March 9, 2018 12:40 pm

A hodgepodge of updates on the Real Money Portfolio and other stories of interest -- including thoughts on Alphabet, Berkshire, Boston Omaha, Cameco, Equinox, Franco-Nevada, Ligand, Momo, Okta, Omega Healthcare, Sandstorm and more...

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Source URL: https://www.stockgumshoe.com/2018/03/friday-file-royalties-scams-buffett-and-gold/

10 responses to “Friday File: Royalties, Scams, Buffett, and Gold”

  1. Investor Clouseau says:
    March 9, 2018 at 2:41 pm

    I look forward to these every week, thanks for all the usual juicy details and input.

    Reply
  2. stockie12 says:
    March 9, 2018 at 6:06 pm

    Being a follower of Friedlander I am heavier into CLQ than You. Evaluation appreciated.

    Reply
  3. mary says:
    March 9, 2018 at 6:55 pm

    Always enjoy reading your articles and clicked on and read the Sharesleuth article. Unfortunately, I found one of my stocks (BLKCF) in the list of pumped stocks.

    Reply
  4. RampageKy says:
    March 10, 2018 at 10:52 am

    Thanks for sharing the ShareSleuth article. I actually skimmed past it the first time, but read it after Mary pointed it out. My skeptical side has long wondered about Seeking Alpha writers who just regurgitate a bunch of data that usually comes from IR presentations. I figured they were people who lacked any real analytical skills, but maybe most of them aren’t people at all! It’s times like these when those boring logic classes really pay off!

    Reply
  5. Travis Johnson, Stock Gumshoe says:
    March 12, 2018 at 9:42 am

    USAU released more info on their exploration program today, particularly the summary of the results of the geochemical analysis. Short answer is “we now have some better idea of where to explore for gold within the Keystone area, and we’re hoping to drill in those areas this year.” Long answer is from Dave Mathewson, VP of exploration:

    “At this time, we are at an important stage in the Keystone exploration program. We are now better able to locate and qualify site-specific, drill-hole target opportunities within the rather broad target areas that we have previously identified. We are seeking the all-important high-grade gold zones that comprise potential economic deposits within this broad Carlin gold system. The core portions of gold deposits tend to be rather small and tightly confined, proximal to feeder structures. We realized early that we were working on a large, robust Carlin-type gold system, but we did not have all the property area that we now have, and in addition, there were very large voids in much of the historic data that we began with. All the drilling to date, however, has provided encouraging results. The excellent host characteristics of Devonian Horse Canyon and Wenban, and the upper Devonian or Silurian Roberts Mountains Formations, are now well-established. Large bodies of dissolution-related collapse breccias with associated and hydrothermal styles of alteration, including silicification, argillization, and sulfidation; multiple types and styles of system-related dikes and sills; and local, very strong pathfinder elements, including the presence of locally abundant arsenopyrite, realgar, and orpiment, have been encountered in the scout drilling. Our 2018 exploration drilling program will commence with concerted, iterative site-specific drilling as soon as access conditions allow and the EA with a POO, drilling Plan of Operation, is in place.”

    Reply
  6. catmann says:
    March 13, 2018 at 3:26 am

    Great read…
    We are of a like mind with SAND. AND it’s on sale now at prices I didn’t expect to see again. Its not very sexy if you are more used to miners or holding physical gold but then its mot a trade for me…its an investment, #o #hort term swings don’t mean much to me.
    I threw some ‘night on the town’ money at FTMDF but more so because of their new all season road above Yellowknife and their cobalt more so than their gold. Also ZZZOF for the cobalt too…both are anti-Congo plays.
    I really like NULGF because of their gold and the ex-Barrick managers and backing though I’ve yet to pull the trigger there.
    My cyborsecurity play is FNJN. I’m in there @ 1.60 and can’t sleep on not taking profits there yet, especially with all the insider trading but their settlements on all their lawsuits give them a gigantic upside from here…stop loss @ 3 bucks there I reckon?
    Damn it’s late…better get some sleep…roofing the rental for the next few days… I’m a man of many hats, most of which don’t fit well anymore but it beats goin bald, I reckon?

    Reply
  7. catmann says:
    March 13, 2018 at 3:32 am

    FYI…A irregular now I guess I’m not Chet anymore…but catmann works too, lol.

    Reply

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