Search found 60 matches

by JBtheBrit
Wed Feb 21, 2024 12:05 pm
Forum: Other topics of interest
Topic: Interesting coal and mining company
Replies: 6
Views: 193

Re: Interesting coal and mining company

Agreed Aja !
by JBtheBrit
Tue Feb 20, 2024 7:12 pm
Forum: Other topics of interest
Topic: Interesting coal and mining company
Replies: 6
Views: 193

Re: Interesting coal and mining company

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....
by JBtheBrit
Sun Feb 18, 2024 1:09 pm
Forum: Picks and tips from the EP community
Topic: Source Rock Royalties Ltd. (SRR.V)
Replies: 8
Views: 183

Re: Source Rock Royalties Ltd. (SRR.V)

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
by JBtheBrit
Sun Feb 18, 2024 1:08 pm
Forum: Picks and tips from the EP community
Topic: Source Rock Royalties Ltd. (SRR.V)
Replies: 8
Views: 183

Re: Source Rock Royalties Ltd. (SRR.V)

@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...
by JBtheBrit
Sat Feb 17, 2024 6:55 pm
Forum: Picks and tips from the EP community
Topic: Source Rock Royalties Ltd. (SRR.V)
Replies: 8
Views: 183

Re: Source Rock Royalties Ltd. (SRR.V)

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.
by JBtheBrit
Sat Feb 17, 2024 6:48 pm
Forum: Picks and tips from the EP community
Topic: Source Rock Royalties Ltd. (SRR.V)
Replies: 8
Views: 183

Re: Source Rock Royalties Ltd. (SRR.V)

Dan - Thanks for sharing. Any chance you can get the CEO on a webinar at some stage ?
by JBtheBrit
Mon Feb 12, 2024 11:36 am
Forum: Other topics of interest
Topic: Some Good Advice
Replies: 6
Views: 256

Re: Some Good Advice

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...
by JBtheBrit
Wed Feb 07, 2024 7:03 pm
Forum: Sweet 16 Portfolio
Topic: CRK - NEW LOW
Replies: 15
Views: 1205

Re: CRK - NEW LOW

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.
by JBtheBrit
Tue Jan 23, 2024 10:39 pm
Forum: Other topics of interest
Topic: Uranium prediction piece
Replies: 8
Views: 665

Re: Uranium prediction piece

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...
by JBtheBrit
Fri Jan 19, 2024 11:05 pm
Forum: Sweet 16 Portfolio
Topic: SilverBow Resources (SBOW) Update - Jan 19
Replies: 10
Views: 1183

Re: SilverBow Resources (SBOW) Update - Jan 19

I think the big issue with a lot of these smaller O&G names is that free cash flow is negligible. Op cash flow is great... but if they have to burn most of that to just stand still via capex, I think the market is saying show us you can generate real free cash flow. Not sure what changes the dyn...