Maven Letter
This remains my flagship weekly newsletter, in which I write about what I am buying, selling, seeing, and thinking about in the metals and mining space. My interest and expertise are undoubtedly in the junior side of the sector and so The Maven Letter covers the stocks I own from pre-discovery explorers to mine builders.
| Company Title | Ticker | Maven Buys | Risk Action | Cost Base | % Original Positions Held | Current Price | Risk Level | Stage |
|---|---|---|---|---|---|---|---|---|
| Cassiar Gold | TSXV: GLDC | April 12, 2024@ $0.28 | - | - | 100% | $0.26 (0.00) 2024-04-24 05:30:00 | High | Junior Explorer |
| Aztec Minerals | TSXV: AZT | April 12, 2024@ $0.22 | - | - | 100% | $0.20 (0.00) 2024-04-24 05:30:00 | High | Junior Explorer |
| STLLR Gold | TSX: STLR | April 12, 2024@ $1.47 | - | - | - | $1.41 (-0.04) 2024-04-24 05:30:00 | Medium-High | Developer |
| Liberty Gold | TSX: LGD | April 12, 2024@ $0.35 | - | - | 100% | $0.34 (-0.01) 2024-04-24 05:30:00 | Medium-High | Developer |
| Aris Mining | TSX: ARIS | April 12, 2024@ $5.04 | - | - | 100% | $5.38 (-0.05) 2024-04-24 05:30:00 | Medium-High | Growing Producer |
| Western Exploration | TSXV: WEX | March 13, 2024 @ $0.83 | - | - | 100% | $1.17 (-0.01) 2024-04-24 05:30:00 | High | Junior Explorer |
| Strikepoint Gold | TSXV: SKP | February 29, 2024 @ $0.06 | - | - | 100% | $3.21 (-0.08) 2024-03-04 12:59:59 | Medium-High | Mine Construction |
| Global Atomic | TSX: GLO | February 22, 2024 @ $3.27 | - | - | - | $3.21 (-0.08) 2024-03-04 12:59:59 | Medium-High | Developer |
| Emperor Metals | CSE: AUOZ | February 22, 2024 @ $0.13 | - | - | 100% | $0.14 (0.01) 2024-03-04 12:37:00 | Medium-High | Discovery Growth |
| Scorpio Gold Corporation | TSXV: SGN | Bidding @ $0.22 | - | - | - | $0.26 (-0.01) 2024-03-04 11:41:00 | Medium | Growing Producer |
| Skyharbour Resources | TSXV:SYH | February 9, 2024 @ $0.56 | - | - | 100% | $0.45 (-0.02) 2024-03-04 12:59:00 | Medium-High | Large Leverage Producer |
| Equinox Gold | TSX:EQX | NYSE:EQX | January 25, 2024 @ $5.86 | - | $5.86 | 100% | $5.51 (-0.19) 2024-02-26 12:59:58 | Medium | Growing Producer |
| OceanaGold | CSE: OGC | January 25, 2024 @ $2.66 | - | - | 100% | - | Medium-High | Operator |
| Cosa Resources Corp. | TSXV: COSA | December 21, 2023 @ $0.43 | - | - | 100% | $0.43 (0.00) 2024-03-15 11:57:00 | Medium-High | Junior Explorer |
| Abitibi Metals | CSE: AMQ | December 1, 2023 @ $0.37 | - | $0.37 | 50% | $0.62 (0.01) 2024-02-26 12:59:00 | Medium | Junior Explorer |
| Nuclear Fuels | CSE:NF | November 24, 2023 @ $0.59 | - | $0.59 | 100% | $0.42 (-0.02) 2024-02-26 12:39:00 | Medium-High | Junior Explorer |
| Hercules Silver Corp. | TSXV:BIG | February 3, 2023 @ $0.18 | - | $1.50 | 50% | $0.75 (0.00) 2024-02-26 12:59:00 | Medium-High | Pre Discovery |
| Encore Energy | TSXV:EU | October 4, 2023 @ $4.18 | - | $4.18 | 100% | $5.39 (0.13) 2024-02-26 12:59:00 | High | Large Leverage Producer |
| Cascadia Minerals | TSXV:CAM | September 21, 2023 @ $0.21 | - | $0.21 | 100% | $0.20 (0.01) 2024-02-26 12:44:00 | High | Junior Explorer |
| Alaska Energy Metals | TSXV:AEMC | July 13, 2023 @ $0.52 | - | $0.52 | 50% | $0.39 (0.00) 2024-02-12 12:59:00 | Medium | Junior Explorer |
| Founders Metals Inc. | TSXV:FDR | August 28, 2023 @ $0.75 | - | $0.75 | 100% | $1.13 (-0.03) 2024-02-26 12:59:00 | High | Junior Explorer |
| ATHA Energy Corp. | CVE: SASK | June 20, 2023 @ $0.00 | - | $0.00 (spinout) | 100% | - | Medium-High | Large Leverage Producer |
| West Red Lake Gold Mines | TSXV:WRLG | June 1, 2023 @ $0.36 | - | $0.36 | 50% | $0.66 (-0.04) 2024-02-26 12:59:00 | Medium-High | Mine Planning |
| NexGen Energy | TSE:NXE | January 26, 2023 @ $6.18 | - | $6.18 | 100% | - | Medium | Developer |
| Artemis Gold | TSXV:ARTG | January 19, 2023 @ $4.75 | - | $4.75 | 100% | $7.15 (-0.07) 2024-02-26 12:59:00 | Medium | Mine Planning |
| SilverCrest Metals | TSX:SIL | January 19, 2023 @ $8.54 | - | $8.54 | 100% | $6.83 (-0.12) 2024-02-26 12:59:57 | Medium | Operator |
| Vizsla Resources | TSXV:VZLA | January 19, 2023 @ $1.67 | - | $1.67 | 100% | $1.80 (-0.01) 2024-02-12 12:59:00 | High | Discovery Delineation |
| Arizona Sonoran | TSX:ASCU | October 17, 2022 @ $1.56 | - | $1.56 | 100% | $1.45 (0.05) 2024-02-12 12:59:59 | Medium-High | Mine Planning |
| Morien Resources | TSXV:MOX | April 7, 2022 @ $0.30 | - | $0.30 | 100% | $0.36 (0.00) 2024-02-26 06:30:00 | Low | Royalty |
| Denison Mines | TSX:DML | NYSE:DNN | September 11, 2021 @ $1.99 | - | $1.99 | 100% | $2.41 (0.05) 2024-02-26 12:59:00 | Medium | Operator |
| Uranium Energy Corp | NYSE:UEC | June 21, 2015 @ $1.72 | - | $1.72 | 100% | $6.40 (0.05) 2024-02-26 12:59:53 | High | Developer |
| Montage Gold Corp | TSXV:MAU | January 27th, 2021 @ $0.97 | - | $0.97 | 100% | $0.73 (-0.02) 2024-02-26 12:59:00 | Medium | Feasibility |
| Banyan Gold | TSXV:BYN | December 17, 2020 @ $0.25 | - | $0.25 | 100% | $0.29 (0.01) 2024-02-26 11:03:00 | High | Resource Growth |
| Heliostar Metals | TSXV:HSTR | July 30, 2020 @ $0.09 | (rollback) | $1.35 | 200% | $0.18 (0.00) 2024-02-26 12:59:00 | Medium | Resource Growth |
| EMX Royalty | TSXV:EMX | NYSE:EMX | November 14, 2014 @ $0.86 | - | $0.98 | 100% | $1.50 (0.00) 2024-02-26 12:59:46 | Medium | Royalty |
| IsoEnergy | TSXV:ISO | December 12, 2018 @ $0.40 | (COVID) | $0.44 | 50% | $4.97 (-0.28) 2024-02-12 12:59:00 | High | Junior Explorer |
| Troilus Gold | TSX:TLG | June 19, 2019 @ $0.69 | (COVID) | $0.69 | 100% | $0.54 (-0.04) 2024-02-26 12:59:59 | Medium | Mine Planning |
| Revival Gold | TSXV:RVG | October 30, 2019 @ $0.51 | - | $0.51 | 100% | $0.32 (0.01) 2024-02-26 12:59:00 | Medium | Mine Planning |
| Ridgeline Minerals | TSXV:RDG | August 17, 2020 @ $0.55 | - | $0.55 | 100% | $0.08 (0.00) 2024-02-26 12:14:00 | High | Discovery Delineation |
| Calibre Mining | TSX: CXB | September 5, 2023 @ $0.75 | - | $0.75 | 100% | $1.84 (0.02) 2024-03-15 11:59:59 | Medium | Mine Planning |
Sold Portfolio
| Company Title | Ticker | Buy Date | Cost Base | Sell Date | Sell Price | Gain/Loss |
|---|---|---|---|---|---|---|
| Orezone Gold | TSXV:ORE | June 13, 2018 @ $0.81 | $0.99 | March 27, 2024 | $0.79 | -20% |
| Blackwolf Copper & Gold | TSXV:BWCG | March 17, 2023 @ $0.25 | $0.25 | March 13, 2024 | $0.12 | -48% |
| Sanu Gold | CSE:SANU | February 9, 2023 @ $0.27 | $0.27 | March 13, 2024 | $0.05 | -18% |
| ISM Resources | CSE:DCLI | July 17, 2023 @ $0.54 | - | February 28, 2024 | $0.35 | -35% |
| Headwater Gold | CSE:HWG | June 8, 2021 @ $0.45 | $0.72 | February 28, 2024 | $0.15 | -67% |
| Targa Exploration Corp. | CSE:TEX | June 15, 2023 @ $0.43 | $0.43 | February 28, 2024 | $0.11 | -74% |
| Sigma Lithium | TSX:SGML | September 1, 2022 @ $15.68 | $15.68 | January 31, 2024 | $26.94 | +72% |
| Energy Fuels | TSX:EFR | NYSE:UUUU | April 15, 2021 @ $11.03 | $11.03 | January 17, 2024 | $10.37 | -6% |
| Azimut Exploration | TSXV:AZM | January 19, 2023 @ $0.82 | $0.82 | January 17, 2024 | $0.74 | +124% |
| Osino Resources | TSXV:OSI | September 5, 2023 @ $1.25 | $1.25 | January 17, 2024 | $1.39 | +10% |
| Delta Resources | TSXV:DLTA | March 30, 2023 @ $0.36 | $0.36 | November 23, 2023 | $0.10 | -74% |
| Sterling Metals | TSXV:SAG | April 21, 2022 @ $0.25 | $0.25 | November 16, 2023 | $0.05 | -80% |
| Premium Nickel | TSXV:PRNL | September 1, 2022 @ $1.88 | $1.88 | October 26, 2023 | $1.48 | -27% |
| Goliath Resources | TSXV:GOT | April 28, 2023 @ $0.65 | $0.65 | October 26, 2023 | $0.71 | 6% |
| Callinex | TSXV:CNX | January 19, 2023 @ $2.35 | $2.35 | October 26, 2023 | $2.13 | -9 |
| Eureka Lithium | CSE:ERKA | July 17, 2023 @ $1.00 | $1.00 | October 11, 2023 | $0.55 | -45% |
| Guanajuato Silver Co. Ltd | TSXV:GSVR | March 1st, 2023 @ $0.37 | $0.37 | September 28, 2023 | $0.28 | -24% |
| Silver Tiger | TSXV:SLVR | December 29th, 2020 @ $0.51 | $0.51 | September 28, 2023 | $0.22 | -57% |
| Aston Bay | TSXV:BAY | August 28, 2023 @ $0.22 | $0.22 | September 28, 2023 | $0.08 | -63% |
| Outcrop Gold | TSXV:OCG | USOTC:MRDDF | September 21, 2022 @ $0.17 | $0.17 | August 4, 2023 | $0.18 | +6% |
| Newcore Gold | TSXV:NCAU | May 2, 2020 @ $0.36 | $0.61 | June 28, 2023 | $0.15 | -75% |
| Max Resources | TSXV:MAX | April 7, 2022 @ $0.70 | $0.38 | May 24, 2023 | $0.13 | -66% |
| Fortune Bay | TSXV:FOR | November 25, 2021 @ $0.65 | $0.65 | May 4, 2023 | $0.24 | -63% |
| Thesis Gold | TSXV:TAU | January 19, 2022 @ $2.14 | - | February 17, 2023 | $0.82 | -62% |
| Golden Shield | CSE:GSRI | February 24, 2022 @ $0.75 | $0.62 | February 17, 2023 | $0.19 | -69% |
| Erdene Resources | TSX:ERD | January 8 2017 @ $0.86 | $0.36 | February 17, 2023 | $0.41 | -14% |
| Snowline Gold | TSXV:SGD | August 18, 2022 @ $2.50 | $1.57 | January 23, 2023 | $2.62 | +67% |
| Kodiak Copper | TSXV:KDK | December 18, 2019 @ $0.35 | $0 | January 23, 2023 | $1.10 | +68% |
| Gold Bull Resources | TSXV:GBRC | January 13, 2021 @ $0.27 | - | January 23, 2023 | $0.06 | -78% |
| Blue Lagoon | CSE:BLLG | December 17, 2020 @ $0.69 | - | January 23, 2023 | $0.37 | -46% |
| Arianne Phosphate | TSXV:DAN | March 4, 2022 @ $0.52 | - | January 23, 2023 | $0.34 | -35% |
| GGL Resources | TSXV: GGL | October 8, 2020 $0.18 | $0.24 | August 24, 2022 | $0.12 | -36% |
| Kuya Silver | CSE: KUYA | October 8, 2020 @ $1.42 | $0.54 | August 24, 2022 | $0.54 | -62% |