Ecuador Mining News April End

Joel S

Apr 29, 2021 • 3 min read

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Osisko Exit & Why This is Hard

Osisko mining is living the dream today, they got taken out at C$4.90, which is a 55% premium to their 20 day average trading price, and a bigger premium to yesterday's close. Woohoo! Share price +63% today. I didn't have a position in Osisko but this is good

Joel S Aug 12, 2024 • 2 min read

On Ramp or Off Ramp

One of the investment strategies we like is Pre-Production Sweet Spot where you more or less buy at construction decision (after financing and permitting are in place) and sell at first pour. Default: Buy at fully permitted and fully fundedSell at First PourPre Production Sweet SpotThis page compiles from previous

Joel S Jul 9, 2024 • 3 min read

Trident Post-Mortem

June 12 I exited Trident at 0.40 for around a -20% loss. June 13 they got an all cash offer for 0.49, which had I sold a day later would have brought me to roughly breakeven. Unlucky timing, but what else happened? Revising the Original ThesisThe initial thesis

Joel S Jun 13, 2024 • 1 min read

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