Thanks for all your write ups, most informative esp as I'm a Rick Rule fan with his rational, fundamental and logical slant on commodities. Curious as to why Kazatomprom isn't on your portfolio. Lowest cost miner + net cash balance sheet made even stronger recently + discipline capex + a good sustainable dividend policy
Thanks Maxime! I really like your portfolio. I own some of the same companies. I try to align my portfolio closely to Steve Penny's service SilverChartist. I have a couple of questions if you don't mind sharing. What is GTR Resources? Had trouble finding research on it. Also, for Petro Teck Energy are you referring to PETROTEQ ENERGY INC? I already hold and really like Peabody.
Good work ... 👍
Sincere thanks
Thanks for all your write ups, most informative esp as I'm a Rick Rule fan with his rational, fundamental and logical slant on commodities. Curious as to why Kazatomprom isn't on your portfolio. Lowest cost miner + net cash balance sheet made even stronger recently + discipline capex + a good sustainable dividend policy
Thanks Maxime! I really like your portfolio. I own some of the same companies. I try to align my portfolio closely to Steve Penny's service SilverChartist. I have a couple of questions if you don't mind sharing. What is GTR Resources? Had trouble finding research on it. Also, for Petro Teck Energy are you referring to PETROTEQ ENERGY INC? I already hold and really like Peabody.