Topic Archives: Sandstorm Gold (SAND SSL.TO)

I don’t know what’s going to happen to interest rates, taxes, GDP growth or the stock market, all of which are intertwined, but right now the sentiment expressed by the market seems still to be vaccine-driven optimism about economic recovery from the pandemic, which implies that the renewed push to speed up vaccinations will lead […]

Swap-lines and their impact on gold investments Please watch a YouTube video. The Most SHOCKING Interview you’ll hear in 2020. Pls do an article on this “swap-lines”and Robert Kiyosaki For example what impact will swap-lines have on the stock market, the world economy and on gold prices. And will swap-lines have an impact on your […]

Today I’m throwing in a little bonus article, since it’s an interesting topic, everyone seems to be obsessed with gold again this week (though gold prices took a little tumble yesterday), and a few folks have asked about E.B. Tucker from Casey Research and his “Gold Placements” pitch. If that doesn’t sound familiar, he has […]

I share Trade Note updates with you, my favorite people, whenever I do any meaningful buying or selling in between Friday Files, but they’re usually shorter notes in the comment threads — today I’ve chugged through a string of relatively small trades that I need to update you on, and I’ve got a few minutes, […]

OK, I know, it’s getting a little ridiculous that I still haven’t covered the whole portfolio of stocks with my annual review updates — but for some I’m waiting to see what the quarterly update tells me, and for others, well, I’m just trying to catch up. Here’s what I’ve got for you by way […]

Happy Friday! I’ve got another reading assignment for you today… the researcher behind the Dunning-Kruger effect posted an interesting article called “We Are All Confident Idiots” a couple years ago that just came to my attention (I think someone posted it on Twitter, but forgot to jot down the original source). Here’s a little excerpt, […]

There’s no more cyclical stock than a semiconductor stock, and we’re seeing the whipsaw slash through that market now as trade sentiment weakens and pundits begin to see some weakness in the economy, particularly in the employment numbers, and the Federal Reserve fuels that uncertainty by essentially promising a rate cut in their attempt to […]

We’ve seen a long stream of earnings reports and other worthwhile bits of data on Real Money Portfolio stocks since I last wrote to you, including some that actually included some interesting news, so prepare for a lot of quick updates…. Medical Properties Trust (MPW) reported another quarter of ho-hum… pretty much met the forecasts, […]

So… what’s going on this week? The world watched Congress actually pass something last night, on the 30th anniversary of the 1987 stock market crash (they passed their spending framework bill for 2018, which is importantly mostly because it sets the stage for tax reform legislation to proceed in the coming months), so that made […]

I’m always interested to see what kind of big-growth ideas are being teased, particularly in a market that already feels so expensive, so a Cabot pitch caught my eye again this week — this time it’s from Mike Cintolo for Cabot Growth Investor, and this is what grabbed my attention: “My Expectation: A 25% Jump […]

Just an FYI for folks who follow my personal “real money” portfolio — today, following Kerrisdale Capital’s short attack on Northern Dynasty (NAK), I sold an additional part of my warrant position when it hit my mental stop loss level of about C$2.50 (the stock was nearing C$3). That books a total profit of roughly […]

This is not a fundamental look at any of these stocks, but just a quick update on my personal portfolio. Like you, I have many priorities in my life… and some of those priorities changed a bit over the last week or two, so we’re considering some real estate transactions that make it important for […]

Several folks have asked about the state of Altius Minerals (ALS.TO, ATUSF), which I’ve written about for you many times and have owned for about seven years (time flies when you’re having fun!). They just released their quarterly filing, and the initial impression is “more of the same” — the business is chugging along, cash […]

Each year I go through all of the stocks that I either own personally or have brought to the attention of the Irregulars (there’s quite a bit of overlap on those lists), and I make sure to update my thoughts and opinion on that stock in an organized and, hopefully, disciplined way — that helps […]

I’ve owned shares of Sandstorm Gold (SAND) for several years, and it was one of my larger holdings for a while, so readers ask about it with some frequency — particularly during times like these, when it is wildly volatile. So is Sandstorm Gold a buy today? Well, I haven’t sold any shares recently. But […]

Those who’ve been around these parts for any length of time know that I like to get the minerals and mining exposure in my portfolio primarily through royalty companies and their ilk — the firms who put in cash or exploration properties in exchange for a share of future production but who don’t actually do […]

Ed. note:   Today we’re experimenting with adding some more voices to the world of Stock Gumshoe to add a different perspective and cover some sectors in more detail.  We’ve asked longtime reader Myron Martin, who spends a lot of time with junior mining stocks and other small caps, to share his perspective with you — […]

Everyone in the investing punditry game has to make predictions, so I’ll go out on a limb here and let you know which of the stocks in the Gumshoe universe I’m most excited about for the coming year. I’m also, so you know, going to be revamping how I present and track the “Idea of […]

We spend a fair amount of time picking on the worst teaser picks made by newsletter publishers in their advertisements … particularly around Thanksgiving, when we highlight the Turkey of the Year for a bit of fun (and to help remind folks of how far story stocks can fall, regardless of the smooth words of […]

Hi Travis, Looking at Price to cash flows and PE, do you think Sand storm is overvalued? While they did sign the big deal recently, they’ve had an incredible run up prior to the NYSE listing and an almost parabolic growth after that. Earnings come in Nov. Seems like the stock has already priced in […]

Huh? Are the Canadian Maple Leaf silver coins going to suddenly become twice as valuable as the American Eagle silver coins? No, don’t worry, it’s not that simple and silver is still fungible, an ounce is an ounce is an ounce (well, a troy ounce, anyway). So what’s the idea of “Canadian silver” being somehow […]

Thought I’d share this with the community – especially given the focus here on SandStorm Gold (they’ve also been in the news lately). http://business.financialpost.com/2012/07/24/miners-forced-to-get-creative-as-traditional-financing-sources-dry-up/ While all of this seems to be to be great news for SandStorm over the long term (especially with gold prices holding steady – unlike coal and gas!), it does provide […]

[The “Mainz” Teaser Term has been used several times, click here for the most recent articles] Matt Badiali is again invoking the “Mainz” name as he teases royalty companies — the “Mainz” bit refers to the home of the Gutenberg printing press, which enabled mass-production of creative works for arguably the first time, and thus […]

The teaser ads are piling up again for companies that offer some sort of royalty interest in precious metals mining operations — and I think there’s a good reason for that. The royalty companies and streaming companies are ready to do deals and many of them are flush with cash, and junior miners are, after […]

I’ve spent the past couple weeks going over my updated opinions on all of the past “Idea of the Month” stocks (or at least, those that haven’t already been dropped from coverage over the years), and I promised to put them all in one big list in order of likingness (yes, I know it’s not […]

Just a quick note that, as I said I would eventually do, I’ve begun rebuilding my Sandstorm Metals & Energy position — I sold most of my holdings in this base metals and energy streaming company in December to take tax losses, and have now bought in to about a third of the position size […]

Hey Travis (and irregulars), What is a solid price to buy for Sandstorm metals? I was thinking anything under .40, but was curious if anyone had a valuation that is making them target a certain price. It has really gotten creamed as of late. Any valuations or price thoughts on Sandstorm gold are welcome as […]

Just a note to let you know that I’ve moved about a third of my Sandstorm Gold (SSL in canada, SNDXF on the pinks) common shares into a SSL.WT/SNXXF warrant position (ie, sold the shares and bought the warrants — the original warrants, not the Series A) — with the warrants trading exactly at the […]

Today, dearest Irregulars, I’ve been a bit thwarted in my efforts to find new and intriguing investment ideas for you — that is, I’ve found some, certainly (they’re always out there), but they haven’t matched the template for what I generally like to share with my favorite readers (yes, that’s you). The first one I […]

After several years of touting (and sometimes teasing) microcap mining stocks for subscribers of Stansberry’s super-expensive Phase 1 newsletter, Matt Badiali is launching a new letter that focuses on these small stocks, picks that he says are too small and volatile for his inexpensive S&A Resource Report letter. This letter is called the S&A Junior […]

With Sandstorm Resources being among my larger personal stock holdings, I tend to keep a pretty close eye on what they’re doing. I also had a small holding in Sandstorm Metals and Energy, the company they spun out earlier this year to be a commodity “streaming” type of royalty company for base metal and energy […]

Now we know why Sandstorm Resources raised so much money a few weeks ago: They had a deal cooking. They just agreed to buy 12% of the gold stream from a producing mine (The Black Fox Mine, owned by Brigus Gold) that should have years of production and reserves increases ahead. Terms are not as […]

Comments

  • Travis Johnson, Stock Gumshoe

    There used to be a few meaningful polysilicon producers, the people that turn high-purity sand into polysilicon cylinder...

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    Appreciate your thoughts on SAND and decided to follow your lead with a small risk speculation on the January 23 calls b...

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    SAND is undervalued right now, as is TORXF...

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    May my SAND turn to DIAMONDS!...

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    Hi Travis Speaking of " Royalties ",are you still bullish on SAND? Seems to be at an attractive price now, and I heard ...

  • Travis Johnson, Stock Gumshoe

    I wouldn't count on my getting the timing great for SAND -- I've owned it for ten years and have bought a dozen or more ...

  • Travis Johnson, Stock Gumshoe

    SAND remains my favorite in the space. Will require patience and Hod Maden being built to show big growth from here... ...

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    Bought a little position .25% portfolio in NSRXF Nomad Royalty gold earlier this week on your trade note. Speaking of ...

  • Travis Johnson, Stock Gumshoe

    I like SAND very much as a long-term play on gold. If gold keeps falling, the share price will continue to weaken, but ...

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    Thanks for the article. Much appreciated and I was buying it in January and am comfortable holding and even buying more ...

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    I am not one to normally go out of my way to loose money, but as with most, it happens easily, unintentionally. I unders...

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    I joined the Near Future Report and the Exponential Tech Investor back in November. Everyone of the recommendations h...

  • Travis Johnson, Stock Gumshoe

    They're probably stuck in a spam filter, I would guess, or got accidentally blocked by an "unsubscribe" click. As for...

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    Sandstorm (SAND) was my "golden goose" for the year....

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    Travis , My first post. So hope you receive. I stumbled across Silas,s Website and found an interesting read. They...

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    Hi Tom M. Respect to a man who does not have his head buried in the sand. Covid recovery has been documented at 99.9% ye...

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    @citysurfer I'm a bit late to the party, but I'd like to hear what names you've been reading about. For myself - still...

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    You totally right SAND is the answer. Check Bloom Energy, they developed and amazing battery made with sand and ink.....

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    SAND is in a "wait with patience" mode for Hod Maden to come online. Also, look up the potential new silver stream with...

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    I own just two gold stocks- SAND. and SII. I Purchased 78,000 Shares of SAND and 8700 shares of SII. on reading about...

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    Hilarious only somebody as daft as Avi would spam this site with so many obviously false testimonials within 24 hours. E...

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    I've been wanting to microdose a little more on both those companies for a while... So i grabbed a little SAND today!...

  • Travis Johnson, Stock Gumshoe

    Apparently they've been negotiating with Hindustan Zinc on a big silver streaming deal, and Royal Gold jumped the gun an...

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    Travis, I know you are a big advocate of $SAND. Fortunately I bought in a few years ago as well. D.R. Barton, Jr., M...

  • Travis Johnson, Stock Gumshoe

    Yes, they are both generally investors in royalties, though companies like EMX and Altius do a bit more prospect develop...

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    Hi Travis, Is this pretty much the same way Sandstrom (SAND) make their money? Thanks for all you do, T...

  • Travis Johnson, Stock Gumshoe

    I don't know why SAND has been a little weaker than some gold stocks in recent weeks, though most of the royalty folks h...

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    Why has SAND gone down this month? Other gold stocks are up. I have made some nice profit on MDRPF. Rickards is statin...

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    Hey Travis. Do you still have a position in SAND? What did you think about their recent earnings? Still worth holding ...

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    Thanks for this, Travis. I bought some SAND back in 2016 because it was being recommended by Jim Rickards, and the pric...

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    Hey team, when I read the publication, it was very cryptic and not as straight forward as I thought it would be. In fact...

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    buying SAND at $4 was one of the best pandemic purchases I made, just wish I had bought more than a nibble! lol...

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    A great round-up of the streaming space, thank you! I already have positions in SAND and RGLD, and now plan to add a s...

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    Hi Travis, I have only exposure to physical gold on my portfolio. Is it still worth adding SAND and Royal gold at curre...

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    is this the stock Oxford is pushing also for November 11th where a ceramic tile coated in special ink and sand has air ...

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    I have been fortunate to own SAND, RGLD and FNV. And I even own an ETF (GLD) that I purchased way too high in 2012 and ...

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    I tried digging some more and came up empty. I'm not sure if SAND is the direction. I believe it is somebody else but ...

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    I'm still receiving emails to view their interview. Has anyone found out more. Do you still think SAND is the one recomm...

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    I have had Sprott a few times over the last few years and found it moves very slowly, usually well after Sand and RGLD....

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    Wow, rough timing johnyfly. I would buy a modest amount of gold/silver stocks such as AGI, GOLD, PAAS, SAND. I have 50...

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    If you search the vast/powerful/insightful gumshoe Mecca, I believe it was 2016 August that Tom Dyson was featured and I...

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    SAND is the most likely. Teeka Tiwari has recommended it in the past. I own some. His magic number is 5 for the ratio...

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    Teeka Tiwari has recommended SAND for a long time so it is probably tops. It has very low overhead. I own some stock and...

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    Hey Travis, great read as always. It seems like that Tencent sell has cut deep for you. The way I confront my mistakes i...

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    I came across this teaser several weeks ago. The "article" included a satellite view of the company headquarters. When I...

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    I really liked your writing is the first time I bumped into your blog. Clear, objective no BS (something I'm tired of) ...

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    Was there anything in particular behind SAND dropping 6.66% today?...

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    Wow. You sure got your pantyhose in a wad fast. I guess you haven’t been in all the dozens and dozens of these pump &...

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    I like SAND so far, but I HAVE NOT, YET, become ULTRA-WEALTHY, off it! Haven't even made enough for an EXPENSIVE CIGAR,...

  • Travis Johnson, Stock Gumshoe

    I primarily invest in gold mining through the royalty companies, my largest position by far is Sandstorm Gold (SAND) and...

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    I personally like and invested in B2G, WPM, SAND...

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    The bulk of my precious metal exposure is in GDXJ, SLVP, EQX, AND SAND. I'm not smart enough, or adventurous enough to...

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    Hotfit, my opinion is far worse than yours. I think the guy is a crackpot senile self aggrandizing old fart. He seems to...

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    It's SAND Travis. Also, EB is retiring from newsletter writing to focus on his role as Metalla director....

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    Any thoughts on OR? It seems it can t go back up like SAND did after March 23rd......

  • Travis Johnson, Stock Gumshoe

    I expect that's still this one: https://www.stockgumshoe.com/reviews/commodity-supercycles/the-1-gold-stock-to-buy-in-20...

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    Big fan of Sand and others. Do you put any stock in Harry Dent? That the Covid 19 while a black swan event is just the...

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    Thanks, TJ, but WHAT EXACTLY MAKES SAND such a good stock???!!! https://finance.yahoo.com/quote/SAND?p=SAND&.tsrc=f...

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    The thing I've been watching on COVID19 is the total cases OUTSIDE CHINA. That us because I do not trust their numbers:...

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    Separate from the SAND interest, why do you think ATUSF fell almost 4% on Feb 24th when gold stocks were mostly seriousl...

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    This is Sandstorm Gold (SAND), teased earlier this year as the #1 gold play for 2019. Apparently only the year has chan...

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    HN good to see you again. I'm in the same boat you are. My portfolios are down 40-50%. $MUX looks strong and getting st...

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    SLCA Super sand. What else is it good for besides the fracking being discussed?...

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    Hi Griffin and everyone, Active and happy though not in mining speculations. Still way long $SAND, $IVPAF and Cle...

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    Sand. Middle East, forget oil. Illusionary projections of armies protecting drilling sites. Clearly communicable but can...

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    @Griffin et al, $SAND is doing OK for me too. I'm a little sorry that I sold off a big chunk of my holdings last year,...

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    No, I'm not aware of what HN is doing last mentioned was that he was spending time on property holdings. Considering tha...

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    Just as I thought then: SAND even though it isn't really as "tiny" as it is made out to be! What I found interesting, h...

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    Where were these geniuses when SAND was $3,50?...

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    I'm holding both SAND January puts and calls. No idea what will happen by then, but I'd be happy to be put the shares....

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    That makes 2 of us; and, I give credit to Travis for first introducing SAND to me and the gumshoe community way back wh...

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    I usually own SAND, but managed to get out of it near the peak (for once). It's a great play on the price of gold, but a...

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    I have made very good money on options plays with Sand over the years. I also own the stock. You are right...it is har...

  • Travis Johnson, Stock Gumshoe

    I can't tell you what to do, but I'd say that I think Sandstorm is my favorite for its combination of good valuation and...

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    Travis, I'm a newer Irregular... how would you recommend starting to invest in gold royalty as of today? I see in the ...

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    Travis, I pay for a solid, experienced gold advisor and you are right on here. Your SAND pick is one of the best values...

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    Main holdings are WPM and SAND, also happy to be long of KIRKLAND from way back. Others that are doing well and due to...

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    HN, Good to see you again, I was hoping my last post might joggle you back for a bit. I've been pretty much sitting t...

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    Thank you for the input. I have small position in sand storm and had been holding on to them for awhile. I will look in ...

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    I believe Travis Johnson, Mr. Stock Gumshoe himself, wrote about "Fluorescent Sand" in the last month or so; just use th...

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    My 'Thinky' says glass is made from sand which is a form of silica. How it will be processed I don't know. Howeve...

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    Waiting for Goldot Hi guys, No major position changes; still long SAND, MUX, ERDCF etc. Not really anything much...

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    Who's the little company in the fluorescent sand business I believe they're in California...

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    If you like the Permian, it may be worth checking out the ...

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    $MZUX - McEwen Mining Reports Positive Exploration Drill Results from Grey Fox https://mailchi.mp/mcewenmining/mc...

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    If we can't count on "Fluorescent sand," how about the "Quantum battery?"...

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    ridi pagliaccio, now a new riddle. the wather predictors magi told FCC that the 5G wavelength present a problem (as thei...

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    In the Knick of time...from Thinko’ Yesterday this Rooter was on the search for literally essential small “parts....

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    I would love to be a copywriter except for one HUGE problem: I don't like lying. Fluorescent sand. Ha. Ha. Ha....

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    Travis, Does LGND have to follow the royalty model? SAND turned its fortunes when it broke the mold. Perhaps LGND is go...

  • Travis Johnson, Stock Gumshoe

    True enough, here's the three month chart of Sprott (orange), followed by the one-year, compared to GDX (red), GLD (gree...

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    Just joined the premium bc I enjoy reading your content. Researching your portfolio now for some pick ups. Already in ...

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    John Mauldin did a blog post about "Sandpiles." Months ago. It is about piling more sand on top of a sandpile until th...

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    As an cexample: A service has $SAND in the portfolio as a hold. A few days ago they said sell and re - enter at a future...

  • Travis Johnson, Stock Gumshoe

    Overall, considering my entire portfolio, about 4% is physical gold and silver (roughly 75% gold/25% silver). I don't c...

  • Travis Johnson, Stock Gumshoe

    Definitely not my favorite idea in gold, but I continue to hold on to a small stub of my warrant position from last year...

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