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Short Valero Energy (VLO)
Valero is a Texas based refiner which owns 15 petroleum refineries located in the U.S., Canada, and the U.K. with a combined throughput...
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May 10, 20223 min read
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Sell Vizsla Resources (VZLA.V)
Stocks Mentioned: Vizsla Resources (VZLA.V), Discovery Silver (DSV.V) For ongoing coverage, follow me on my Telegram page Time to close...
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Mar 4, 20221 min read
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Five Gold Mining Stocks for 2022
Originally published in the Against All Odds Research January 2022 Issue. For ongoing coverage on this and other trades, follow me on my...
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Jan 1, 20226 min read
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Champion Iron Initiation Report
Champion Iron (TSX:CIA, ASX:CIA) is an iron ore producer operating the 7.4 Mtpa Bloom Lake mine in Quebec. Champion purchased Bloom Lake...
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Dec 2, 20214 min read
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Sidestepping the Uranium Bubble
On August 17, the Sprott Physical Uranium Trust (TSX:U.UN, OTC:SRUUF, nicknamed SPUT) put out a press release announcing a US$300 million...
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Sep 14, 202113 min read
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Short overvalued Chinese stocks
Published in collaboration with Against All Odds Research Every so often, Western investors grow enamoured of Chinese stocks, only to...
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Aug 15, 20212 min read
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Revisiting the oil tanker trade
Sometimes, it pays to re-visit a trade that did not work out as expected. In last month’s newsletter, I mentioned that it might be time...
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Jul 10, 20212 min read
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Mongolia Growth Group
Mongolia Growth Group (TSXV:YAK, OTC:MNGGF) Website: http://mongoliagrowthgroup.com/ (All figures in CAD) YAK came into being in February...
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Jun 3, 20214 min read
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Corvus Gold Initiation report
Published in collaboration with Against All Odds Research Corvus Gold (KOR) High probability of receiving a takeover offer from Anglogold...
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Jun 1, 20212 min read
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Short New Found Gold
Published in collaboration with Against All Odds Research New Found Gold (TSXV:NFG) Stock is a short with >50% expected downside Every...
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Jun 1, 20212 min read
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Trade Alert: Oil Tankers
Originally published in TDV in April 2020 The recent oil price collapse is being exacerbated by storage concerns. With storage capacity...
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Apr 21, 20207 min read
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TDV Uranium Portfolio Update
Originally published in TDV in April 2020 Cameco has signaled the bulls about a weakness in the supply chain that it may be able to...
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Apr 8, 20203 min read
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