Mentee's Favs - stock charts & Portfolios

[drbubb 0]

CAN Portfolio: Sold some SMC.t, Sulliden, to get some cash.

Half the SMC position was sold on Friday at 8 cents. a small 14.3% profit, on 7,500 shares. (received C$600 Cash)

Not much gain, But the drop in gold last week is bringing opportunities which we are now evaluating

GDXJ vs...  update: w/MCI too: +smc: +vg: 10d /: GDXJ: $52.48 +7.0%, (was $58.05)

WM.t: $0.81 +6.1%, EMR.v: $0.07 +0.00%, SMC.t: +$0.075 - 11.8%, VG.v: $0.55, +1.9% / $52.48= 1.54% @ 1.11.21

WM.t: $0.81 +3.9%, EMR.v: $0.08 +0.00%, SMC.t: +$0.070 +0.00%, VG.v: $0.44, +0.0% / $58.05= 1.40% @ 1.04.21

===

PHL chart ... from 2020: +UKX:  Sep-Mar: 10d :: PSE: 152.0 / PSEI: 7,290 = r-2.08% (was 2.16-2.17%)... ROCK etc



===

[drbubb 0]

"Mega News!!!" / An excellent Drilling Report from WM.t / Wallbridge

... But will it move the stock price? now 78 cents
posted January 13, 2021 07:47 am  by  Reachme on Stockhouse.com
(258)
Wallbridge’s Infill Wedge Drilling Results Average 9.26 g Au/t over 31.34 metres in Tabasco Shear Zone Toronto Stock Exchange:WM (globenewswire.com)
  rate and reply
+  The operative word being "infill".  - DK
+  This is fantastic news.....let's take this over $1 and then some more....          

LET's SEE, if it moves the stock up today.  I would expect that to happen on these rather fabulous drilling results

(in edit... The Good News was a non-event.):

WM.t was down on the day. along with other other Gold stocks;  GDXJ: $51.89 - 1.5%

• WM.t / Wallbridge Mining ... update: 10d/ Last: 0.78 - 0.01, -1.27%

[drbubb 0]

We put the funds from the SMC sale to work,  taking a small share in a placement

(I shared the following comment with my Mentee, before she agreed to participate)

MCI / Minnova Corp., one to watch?  

"MCI  is doing a placement at 20 cents net price. (with half warrants.)  I have agreed to take some and can share with you.  You have some cash after selling SMC.  And I suggest you put it into the placement.   As I have heard from someone close to the company, there will be lots of news flow, because they are raising this money to put their mine back in production... and to hire new people to build up the company."

Until now, MCI has been a "one man band", and that held the share price back.   A new future is coming...

(Here's a interview, and plant inspection by the Company's CEO giving an indication of the potential)

Minnova Corp. (MCI) - Near-Term Gold Producer with Mill  / Video >

==

[drbubb 0]

Wow!  What a great day for our new stock !

MCI / Minnova ... from April 2020 / Last:  $0.36 +0.11, +44%

We took a small share in the placement, being done at a net price of 20 cents

So the C$600 investment (3,000 MCI shares) Is now worth x $0.36=. $1,080: +$480  (ignoring the wts.)

That's up 80% from our cost. 

However, this investment will be subject to a 4 months hold from the closing of the placement.

[drbubb 0]

RICK RULE explains... with SOUND Logic

(& a little arrogance) why he is successful in Mining investment

- A GOOD LISTEN:  "A Game of Answering unanswered question...  You need to have a PLAN!"   

Rick Rule: Gold, Silver, Copper and Uranium Stocks    >

How Many stocks? 

"Too many investors have too many stocks... No more than 1 stock for each one hour a month you are willing to spend is the right limit."

 

[drbubb 0]

End January levels - thank goodness for MCI !

Bought cheaply thru placement at $0.20

/ 1 /
PHL portfolio /
Portf. : # shs :  P.Cost: 12/31:  1/31 : % chg.
CASH: 29,144: 29,144: $=== :  (1,796)*
AREIT:     000 :   000 : P29.35:  P32.00: +9.03%
PSE:        100 : 15,656: P153.9: P153.8: - 0.16%
SHNG:  5,000 : 13,412: P2.710: P2.670: -1.48%
RCI:     25,000: 30,940: P1.238: P1.140 : -7.92%
* invested 25k in RCI shs, early Jan., @ average of 1.238/sh
/ 2 /
CAN Portfolio /
PortC.: # shs: C.Cost: 12/31: 1/31: % chg.
CASH :    $ 32: $    32: $=== :  ???  :
SMC. : 15,000: $1,050: 0.070: 0.085: +21.4%
EMR* : 10,000: $  600: 0.080: 0.060: - 25.0%
Emr.wt 10,000: $  000: 0.000: 0.000:  - n/a -
VG*    :  2,400: $  600:  0.440: 0.510: +15.9%
VG.wt :  1,200: $   000: 0.140: 0.210: +50.0%
WM    :   3,000: $ 2280: 0.780: 0.680: - 12.8%
MCI.   :   3,000: $   600: 0.200: 0.340: +70.0%

/ 3 /
RELATIVE PERFORMANCE /

Index:  12/31/19: 12/31/-:  01/31 : + chg. :
SPX —:   3,230.8 : 3,756.1 : 3,714.2: - 1.12%:
PSEI - :   7,815.3 : 7,139.7 : 6,612.6: - 7.39%:
GDXJ. :   $42.26 :  $54.24 : $50.08: - 7.67%:
3indices ======:   ======: =====:  - 5.06%:
Phl.pt.: 113,750: 147,175: 000.000: + ??? %
Can.pt :  $1,300 :  $3,170 :  $0,000 : + ??? %
2.portf :161,720: 266,747: 000,000: + ??% :

Will add in the Portfolio performance later

[drbubb 0]

PHL Portfolio...   PHL chart ... from 2020: +UKX:  Sep-Feb: 10d ::

PSE: 153.9 / PSEI: 6,613 = r-2.32% (was 2.08-2.17%)



As expected & predicted. the PSEI  showed a clear roll over in Jan.

The PHL portfolio now looks like this:

Portf. : # shs :  Aver. : P. Cost : price : MktVal.: Profit:
AREIT:     000:  29.35:   prev. :  P32.00:   0,000: monitoring
PSE:        100: 156.56: 15,656: P153.8: 15,380:  ( 276)
SHNG:  5,000:  2.682: 13,412: P2.670: 13,350:  (   62)
RCI:    25,000:  1.238:  30,940: P1.140: 28,850: (2090)
=====> Total :  === : P60,008: ==== : P57,580:  (2428)
:Adjust: (reserve for selling costs) =      (  862):  ( 862)
:Adjusted Value of Stock Portfolio =  P56,718: (3290)
LOAN , to CAD portfolio, 1%/month : P86,700:
Cash w/Realized, incl.P4,650 new inv,:  2,854 : (1,796) +4,650
    Addback DIVs - New investment  :    (1,150): 3,500    - 4,650
    Cash + Mkt. Value ———————— : 145,122 : vs, 147,175 - 1.40% from Ye2020

We are monitoring a position of AREIT in the portfolio, because I intend to buyback in, at some future point.

The PHL Jan loss is about (P2K) , with a gain in CAN, the combined.portfolios are:  P276.7K, a record high

/ 2 /

CAN Portfolio... from July-Feb: 10d/ GDXJ  @12.31.20 $54.24 > $54.24 -$0.57, -1.04% end Jan.

CAN Portfolio / TOTAL + CASH = C$3,170  (NAV: P119.6k vs. 119.6k at 12.31.20)

PortC. : # shs: C.Cost: price: strike: Net: $Value: Profit:
CASH :    $ 32: $     32: $1.00: $0.00: $1.00: $   32 :
EMR   : 10,000: $  600: 0.060: $0.00: 0.060:    600: $.   0:
Emr.wt 10,000: $  000: 0.060: $0.08: 0.000: $ 000: $.   0:
MCI*   :  3,000: $  600:  0.340: $0.00: 0.340: $1020 $420:
MCI.wt  3,000: $  600:  0.340: $0.00:
SMC. :   7,500: $. 525:  0.085: $0.00: 0.085: $ 638: $113:
VG.     :  2,400: $  600:  0.510: $0.00: 0.510:  1,224: $624:
VG.wt :  1,200: $   000: 0.510: $0.30: 0.210: $252:  $252:
WM    :  3,000: $ 2280: 0.680: $0.00: 0.680: 2,040: (240)
Loan Ph 1%/m.( 2280) P85.0/ 37.28 :
“ inter.:   1,700: (     45)  P86.7/ 37.61:    
“FX gain            +     20: ========== : ====: (2,305):  (  25)   
Hold Adjust.      Mci shs  ======== : ====:     (210): ( 210)
=====  Total :: $2,305: ==========: 01/31: $3,259  + 954:
NAV=  Realised ($982) + Unrealized Profit : $  954: +1,936
$1300, +151.% = C$3,259 >x37.61 = Php 122,571 (vs. 119,572 at end Dec.)

CAN Portfolio
FOR JAN.=== : === Change from End Dec'20: vs Starting Amount
CAD:   $3,259 - C$3,170 = +C  $   89,  + 2.81% /C$1,300  +150.7%
PHP* 122,571 -119,572 = +P   2,999,   +2.50% /p 47.97k  +155.5%

*PHP equiv. of CAD value,  boosted by stronger CAD in Dec.

[drbubb 0]

CAN Portfolio : Update on Small trades

+ SOLD half (1,200 shs) of VG/volcanic at 0.54 : C$648 - cost, C$300 = C$348

+ SOLD the rest (7,500 shs) of SMC at C$ 0.10*:  C$750 - cost, C$525 = C$225

*(boosted to $0.10, because I achieved a better than expected aver. sell price on SMC.)

Cash Now = $32 + $648 + $750 = $1,430, with C$573 added to Realized profits.

Aiming to invest proceeds in a new Placement for VGLD / Vangold, which we have owned before

What is left... at 2.02.2021.  (( Update after sale of small positions ))

PortC. : # shs: C.Cost: price: strike: Net: $Value: Profit:
CASH : $1,430: $1430: $1.00:  0.00: $1.00: $1430:
EMR.  : 10,000: $  600: 0.060: $0.00: 0.060:    600: $.   0:
Emr.wt 10,000: $  000: 0.060: $0.08: 0.000: $ 000: $.   0:
MCI    :  3,000:  $  600:  0.380: $0.00: 0.380: $1140 $540:
MCI.wt  1,500: $  000:  0.380: $  ??  :
VG      :  1,200: $  300:  0.530: $0.00: 0.530: $ 636: $336:
VG.wt :  1,200: $   000: 0.530: $0.30: 0.230: $ 276: $276:
WM    :  3,000: $ 2280: 0.670: $0.00: 0.670: 2,010:  (270)
Loan Ph 1%/m.( 2280) P85.0/ 37.28 :
“ inter.:   1,700: (     45)  P86.7/ 37.61:    
“FXvalue & gain  +  20: ========== : ====: (2,305): (  25)   
*Hold Adjust.    Mci shs  ======== : ====:    (270): ( 270)
=====  Total :: $2,905 ==========: 02/02: $3,517  +612:
NAV=Realised ($1555) +Unrealized Profit: $ 612= +2,167
$1300, +170.% = C$3,517 > x37.61 = Php 132,274

(vs. 119,572 at end Dec.): that's +10.6% in 2021, so far

 

[drbubb 0]

Vangold / VGLD News:  Placement at 0.30, stock is still halted

$1430 cash - 4700 placement shares (x0.30= $1410) will leave $20 cash

== NEWS

Date ET	Symbol	Price	Type	Headline
2021-01-29 06:41	C:VGLD	0.275	News Release	Vangold Mining starts drilling at El Pinguico
2021-01-25 09:12	C:VGLD	0.275	News Release	Vangold Mining increases financing to $14.55-million

VANGOLD BEGINS DRILLING AT EL PINGUICO

Drilling has commenced at Vangold Mining Corp.'s El Pinguico silver-gold property located seven kilometres south of Guanajuato, Mexico. This initial drill program will consist of 12 to 14 drill holes and will be conducted underground, within old workings at the historic El Pinguico mine.

Underground drill purchase

On Sept. 24, 2020, Vangold announced that it had purchased its own portable drill rig for use underground at El Pinguico. After examining numerous alternatives, the company decided to order an Explorer-75E core drill rig from Grupo Ingetrol SA de CV of Torreon, Mexico. Among other desirable attributes, this drill is small enough to fit into many of the adits, drifts and galleries of El Pinguico's old workings, while still being able to target the long strike length of potential new in situ material of the main El Pinguico and San Jose vein systems.

. . . Results of the drill program will be announced as soon as the assays are received and fully interpreted by the company.

Vangold's El Pinguico project

El Pinguico is a high-grade gold and silver deposit that was mined from the early 1890s until 1913. Toward the end of that period, it was mined exclusively by The Pinguico Mines Company of New York, whose shares traded on the Boston and New York stock exchanges. The mining was done principally from the El Pinguico and El Carmen veins, which are thought to be splays off the Mother vein (Veta Madre).  The Veta Madre is associated with a megafault that outcrops for 25 kilometres and is the most important source of precious metal mineralization in the region

==

VANGOLD INCREASES PLACEMENT TO $14,550,000

Vangold Mining Corp., due to increased demand and to allow for participation from existing securityholders who may not otherwise qualify as accredited investors, has expanded the size of its non-brokered private placement financing announced Dec. 23, 2020, and expanded on Jan. 19, 2021. The private placement will now consist of a total of 48.5 million units at a price of 30 cents per unit for gross proceeds of $14.55-million. Each unit will consist of one common share of the company and one-half of a common share purchase warrant; with each warrant entitling the holder to purchase an additional common share of the company at a price of 45 cents within three years of closing, subject to acceleration in certain events.

[drbubb 0]

Wallbridge Mining - Q1 2021 Update: "multi-million ounce potential"

Increased land package from 10 sq km > over 85 sq km w/ Balmoral, & much is under-explored
Maiden Resource estimate expected by Q3.2021.  $85 Million Cash in treasury, as of end 2020.
Enough to fund an aggressive drilling program

Looking to spin out Copper/ Nickel assets

From the CORE Shack: VIDEO: "we have six drills working now"

WM.t ... update / Last: $0.72...  started climbing again!  (it seems, tho' I want to see it over 0.82)

==

[drbubb 0]

End February levels - (( now updating values ))

/ 1 /
PHL portfolio /
Portf. : # shs :  P.Cost: 12/31:   1/31  :   2/26  : % chg.
CASH: 29,144: 29,144: $=== :      ???   :
AREIT:     000 :   000 : P29.35:  P32.00: P33.70: +5.31%
PSE:        100 : 15,656: P153.9: P153.8: P148.8: - 3.25%
SHNG:  5,000 : 13,412: P2.710: P2.670: P2.770: +3.75%
RCI:     25,000: 30,940: P1.238: P1.140: P1.140: -7.92%

/ 2 /
CAN Portfolio /
PortC.: # shs: C.Cost: 12/31:  1/31 :   2/26  :  % chg.
CASH :    $ 32: $    32: $=== :     ???  :
SMC. : 15,000: $1,050: 0.070: 0.085 : 0.145 :  (Sold)
EMR* : 10,000: $  600: 0.080: 0.060 : 0.065  : - 25.0%
Emr.wt 10,000: $  000: 0.000: 0.000 : 0.000 :  - n/a -
VG*    :  2,400: $  600:  0.440: 0.510 : 0.450 : - 11.8%
VG.wt :  1,200: $   000: 0.140: 0.210 : 0.150 : - 28.6%
WM    :   3,000: $ 2280: 0.780: 0.680 : 0.660 : - 2.95%
MCI.   :   3,000: $   600: 0.200: 0.340 : 0.290 : - 14.7%
VGLD :   ?,000: $ NEW:  Cost>: 0.300 : 0.460 : +53.3%

/ 3 /
RELATIVE PERFORMANCE /

Index:  12/31/19: 12/31/ :  01/31  :   2/26  :  % chg.
SPX —:   3,230.8 : 3,756.1 : 3,714.2 : 3,811.2: +2.61%:
PSEI - :   7,815.3 : 7,139.7 : 6,612.6 : 6,794.9: +2.76%:
GDXJ. :   $42.26 :  $54.24 : $50.08 : $45.76 : - 8.63%:
3indices ======:   ======: -5.06% : -1.87%:
GLD.   :   $00.00 :  $00.00 : $00.00 : $161.81: - 0.00%:
Phl.pt.: 113,750: 147,175: 145,122: 000.000: + ??? %
Can.pt :  $1,300 :  $3,170 :  $3,259 : $0,000 : + ??? %
2.portf :161,720: 266,747: 267,693: 000,000: + ??% :
% Chg. :  COST :  +64.9%  : +0.35% : +00.0% :

Will add in the Portfolio performance later

[drbubb 0]

On 2/10/2021 at 10:29 AM, drbubb said:

Vangold / VGLD News:  Placement at 0.30, stock is still halted

$1430 cash - 4700 placement shares (x0.30= $1410) will leave $20 cash 

The Vangold trade is working!  Could be a nice winner.

Remember, the CDN portfolio was started with just C$1,300. And now this single position is worth 4,700 x $0.49 = C$2,303

And that is ignoring the "free" half warrants ( 2,350 wts @ $0.45).  Only problem is realizing big profits might be the 4 months Hold period. with more than 3 months yet to go on that.

Staying Strong, if VGLD moves above 50 cents, it could make a push towards $1.00+

VGLD / Vangold ... from 2013: 2016; : last $0.49 + 0.055

=> Vangold thread: https://greenenergyinvestors.com/topic/22657-vgld-vangold-high-grade-mexican-gold-silver/