Energy Prospectus

Tin has been moving nicely as well. Very limited options to play this - Alphamin or Metals X - Alpha has the best mine but in a tough jurisdiction, while MLX has not historically been super shareholder friendly, but has an Aussie based mine. MLX seems to have gotten religion recently, announcing a b...

Agreed Aja !

I have a holding in ARLP and have had it since early 2022 - got in for an average of c. $14 per share and with dividend drip, my effective cost is now down to c. $10. Its a long term hold for me (approx 20% of my coal holdings). I like the CEO, Joe Craft - worth listening to 2-3 of the confra calls....

Here's a good podcast interview with the SRR CEO - its a year or so ago, but most of the discussion is relevant and he comes across as a level headed guy.

https://rosebros.ca/blogs/podcast/brad-docherty

@Fraser I've owned the big 3 (Wheaton, Franco Nev and Royal Gold) over the years, but have switched over the last year or so to Osisko and Sandstorm. On the coal side I have National Resource Partners - thats been a nice ride the last 12 months and hopefully more to come (only downside on that one i...

I like royalty co's (have some coal, gold and a couple of the US O&G names on your list). Great if you can get him. Thanks Dan.

Dan - Thanks for sharing. Any chance you can get the CEO on a webinar at some stage ?

Well said Dan. As we should all know here....investment decisions sit entirely with each of us as individual investors. I truly value this forum and all your work on EPG.... I certainly don;t agree with everything... but that is what makes a market and I think its always valuable to listen to credib...

I wonder if JJ is pushing (telling) mgmt to eliminate the dividend... which will add to pressure on the stock and maybe reach his buy number ?. Will be an interesting results release for sure.

URNM and Sprot Physical are my largest holdings (Cameco and KAP account for over 25% of URNM). I have small positions in URNJ (some overlap of course with URNM). Also recently added small positions in Boss Energy (Auz mine due to restart in Q1 2024) and Bannerman (mining license in Namibia just gran...