A lot of sales to reposition the portfolio since the last time I put one of these updates out. The idea is to get exposure to irreplaceable assets and structural demand for gold from central bank buying.
Carbon Streaming cash box
The money is the prize.
Interesting links: June 2025
Did you know North Korea has a beach resort?
Equinox Gold? More like Equinox blows
There’s no reason to own Equinox Gold. But it’s big just like they wanted.
Mining Stock Education Interview
Some added context and updates considering my conversation with Bill Powers took place on the morning of Liberation Day.
Via Twitter: My PDAC report on Mexico
My big takeaway from PDAC is the sentiment around Mexico/permits. Complete 180 from last year.