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Trade Idea: NorAm Drilling
New buy: NorAm Drilling (OSE:NORAM) The company operates 11 high-spec horizontal drill rigs operating in the Permian basin, is debt-free,...
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May 20, 20241 min read


Trade Idea: Wilmar International
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
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May 17, 20241 min read


Trade Idea: B2Gold
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
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May 17, 20243 min read


Trade Update: Intl Seaways
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
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May 13, 20241 min read


Nvidia analyst forecasts: the AI banana zone
NVDA reported $47.5 billion in data center revenue in FY24, a 217% yoy increase. Assume that growth continues, but be conservative and...
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Apr 22, 20241 min read


Buy Victoria Gold
Buy Victoria Gold (VGCX.TO) Victoria Gold is a past pick of mine, which I sold for fundamental reasons a couple of years ago. The company...
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Apr 11, 20243 min read


Gladstone Land (Closing Position)
Closing my position in Gladstone Land (LAND) Not a sell recommendation but just wanted to let you all know that I've sold my Gladstone...
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Apr 11, 20242 min read


Consol Energy - Update
This is the follow up on my alert during market hours. This is a correction in a strong long-term uptrend. Today's volume was 4x the...
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Mar 27, 20242 min read
Consol Energy - Alert
Buy Consol Energy (CEIX) Consol is a coal miner which also owns and operates a marine terminal in the port of Baltimore. Earlier today, a...
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Mar 26, 20241 min read


Trade Idea: Fortuna Silver Mines
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
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Feb 26, 20241 min read
Endeavour Mining Update
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
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Feb 23, 20242 min read


Global Ship Lease Initiation report
Buy Global Ship Lease (GSL, MCap: $700M) GSL is a past pick of mine. Search the group with the tag "GSL" and you'll see my frustrated...
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Feb 21, 20242 min read
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