Originally published in TDV in September 2019 Fortuna Silver Mines (FSM, TSX:FVI) is one of the junior producers we hold in our TDV...

Skeena Resources (SKE.V, SKREF) is a Golden Triangle (GT) focused explorer. The company optioned the past producing Snip and Eskay Creek...

What is it about gold that drives investors to polar opposite viewpoints? Keynes called it a barbaric relic and thought it ought to be...

On the 14th of February 2017, Kerrisdale Capital published a report with their short thesis on Northern Dynasty Minerals. The company’s...

Hardly a few weeks have passed since the onset of the Trump presidency and investors have already formed a narrative as to how different...

Originally published in TDV December 2016 issue Since I last wrote “The Case for Owning Gold”, much has changed in the gold market. It...

Osisko Gold Royalties Overview The company was created in its present form as a result of a business combination of Osisko Gold Royalties...

The case for silver is similar to the case for gold – it is money, has been that way throughout history, etc. But it differs in some...

Overview In January 2010, Robert Quartermain, the President and CEO of Silver Standard Resources Inc. abruptly left the company without...

The Wall Street Journal called gold a pet rock. John Maynard Keynes, a famous investor and economist, called it a barbarous relic....