Times are interesting to say the least.

Issues that are causing stress in equities, commodities and bonds include:

• Supply constraints in energy and other commodities.
• War in Eastern EU and potential conflict in South China Sea area.
• Sovereign Banks struggling in multiple countries.
• Rising interest rates that are crushing the economy but not solving the inflation problem.
• The first leg down in Equities is due to rising interest rates. A second 20% to 30% drop could be in front of us from a corporate earnings collapse in 2023.

In the above environment, we believe in investments with a theme around Oil & Gas, Precious Metals and Bitcoin is warranted. Continue reading →

Continue reading →

Continue reading →

• Sassy is a “Leveraged to the Mining Industry” Company priced at $0.16 per share on October 19, 2022

Hi everyone. I want to share that I added to an existing position in Sassy Gold (SSYRF)* I paid $0.135 for the shares with an order priced at the ask of $0.141. Link to a chart.

This has to be considered speculative by any measure, but I am not afraid of Sassy going out of business.
This is a legit statement: They are worth more dead than alive.

Continue reading →

An investing adage as old as time, is follow successful people. Typically, these people are either speculators or building companies or both. Therefore, their goal while the same as ours, to make money, follows a much longer timeline than most “investors.” Their commitment to the project is typically greater than “investors.” So is their tolerance for risk. As investors/speculators we can look at their history and see who they are and what they have been involved in.

Follow a brief comment on New Found Gold, we’ll look at three of the people who are founders an involved with New Found Gold since its beginning.

LOTM: It seems a good time to be acquiring shares of New Found Gold. The share price is attractive on a market cap and technical analysis basis. They have discovered a series of high grade core samples over an extended length of kilometers and at a higher than average width. When reading the New Found Gold, News Flow linked here, keep in mind that 2 feet to 3 feet “width” is considered better than average, and 6 to 8 Grams (g) or AU (gold) is consider a successful mining prospect for an underground mine. Two to three grams is considered an excellent prospect for an Continue reading →

Performance from August 1, 2020, to present:

• Unrealized Gains: $8,356.11 on $34,040.67 – Gain of 24.55%
• Realized Gains: $23,226.36 on $31,982.04 – Gain of 72.62%
• Risk management tactic: Equal money in each position with 100% of that investment at risk. 20 different positions held at this time.

Continue reading →

Chart #1

Chart #2 Continue reading →

Small – no tiny mining companies have been thrown down to prices that you can say – all they have to do is survive and you will make money. In accounts related to LOTM, we own these companies and love them. Yes, sure they could go lower, but are they going out of business? A high probability statement – they are not. Nothing is certain except – what, death and taxes? I believe in reincarnation and tax havens.

Here are five tiny miners LOTM considers Dirt Cheap.

• Vizsla Silver (VZLA)* $1.21 Market cap $189.1 Million / Enterprise Value $180.6 million

Perhaps the hottest discovery company in the world for high grade silver at depth and width. 1,000 oz discoveries at width are common. 1,000 is a kilo. In the September 9^th announcement they found almost 3 kilos in a ton of rock. Bonanza grade! Vizsla is an exploration company with production at least three years forward. That’s ok. Silver in the ground is not that different than silver in a safe. Resource report coming before year end is expected by LOTM to be Excellent. Now being consider a possible number one silver resource globally. A LOTM: Ten under $10 for the Double holding. Continue reading →