Metals Investor Forum gives you the inside scoop on investing in the junior resource sector. We bring together some of the best newsletter writers in the industry and their top picks, along with our media partner Kitco.
Metals Investor Forum is hosted by subscriber-based newsletter writers. That means our newsletter writers are supported by their paying subscribers - they're not paid to follow companies. Each company that attends the Metals Investor Forum is selected by one of our newsletter writers to ensure that all of our exhibitors are high-caliber.
Have you imprisoned us in our country after you took our natural wealth? Our home was damaged because of your selfishness. Isn't it enough that parts of African countries are damaged because they only have diamonds? May I ask you which ones are valuable? nature provides oxygen or gold, diamonds which are just for show for selfish reasons... will you keep the money in your treasure when you die? ..
I saw an interview with James some months ago and I liked the way James and team spend money: carefully. Getting good deals on stuff is a hobby of mine and I appreciate that same spirit in Gsilver. When Gsilver was finishing its falling wedge in the 10-13 cent range I finally made the plunge. Silver is breaking out right now and Gsilver is going to be a lot more profitable because of it than even James thinks because James does not know what Elliott wave analysis is. If you want to know where silver is going, check out public charts by Avi Gilburt, one of the most accomplished Elliotticians of our age. By now we should understand that fundamentals control price in the long run but the market is very imperfect and emotionally driven much of the time. And the dip of GSVRF down below 12 cents (momentarily) was one of those times. See you at 60 cents in less than 12 months.
I've owned this for awhile just based on the acumen of the management team. Great projects too. I would say don't put too much into any one junior as most dont' pan out!
On Osino, How could the Canadian government stop the sale of a Namibian asset? Canada is becoming the worst jurisdiction globally for investment, the government is out of control.
Good presentation Galen. I think I'll buy some more. Good jurisdiction, good management, good investors and plenty of Oz of silver in the ground with a nice gold bonus very hard to beat
I heard of Chen Linn on Jay Taylor years ago... The one thing with him is he does not have shares to sell or investment banking relationships to nurture. I think he tells it like it is. It's pretty rare. Whose advice would you trust more? Any talking Head on CNBC or Chen Lin? I'm glad I found this video.... Or did it find me??
Great presentation, fantastic company, just plain WEIRD market valuation (but that only means I get to accumulate more shares and thus future cash flow at a steep discount). I would be quite surprised if EMX in 5 years time (assuming 2x metal prices vs. today) has a lower annual royalty revenue rate than 200m USD, i.e. the entire current market cap.
Since 2007 the company made a whopping 2 times a new ATH. Take a look at the long term chart and tell me how long you want wait. I am living with the assumption that creating shareholder value means at least in the long run higher highs.
All management can do is make the best decisions possible. If the market undervalues your shares, there is no problem because you can add at a good price. Buying back 5% is a great decision, and the Board should try to do it repeatedly as long as the valuation is as low as it is. When the price is high enough, a 1% dividend can be announced to attract some funds that only invest in dividend-paying companies. I see no problem with the assets and certainly none with the management.
@@VangelVe Since 2007 the stock went nowhere and you're really telling me that's because everybody else was too busy to figure out how undervalued the company is? For 17 years? Okay. For me 17 years waiting for nothing is a waste of time and money and not a sign for a good business strategy or management. And the problem is pretty easy: this investment made no returns for shareholders.
@@michaele.strasser9641 The company has been building up a portfolio of royalty properties for 17 years without ever issuing shares at a lower price. It is now sitting on 4.5 million acres of properties and has excellent assets that will pay more than $1 billion into the EMX treasury over the decades that the mines will operate. Most people don't do their homework, so they need to know more about what is there. None of what I said is new, and we just saw the Board choosing to buy back 5% of the shares because that is the cheapest way to get exposure to gold, copper and other metals. Both the Timok project and Caserones are company-making assets. But EMX has much more than that in the pipeline, and one would suspect some great finds from projects that most management groups know little about. That is how the business works and we have an opportunity to get in at a very low level. If you are looking for the next Franco-Nevada, here it is.
So you have an explorer already in Brixton but you need another company to explore as well? These guys are all the same. Over promise, suck money out of retail, start something new and repeat. Why not delivering something for Brixton shareholders first?
