Resource Maven

Newsletter

  • The Maven Letter

    The Maven Letter is my focus: a weekly newsletter keeping subscribers up to date on important mining sector happenings, developments and ideas around macroeconomics and metals pricing, and news from companies in the Maven portfolio. The letter also offers new investment recommendations when opportunities arise as well as notes from trips taken to visit projects around the world.

    The concept is to share with subscribers what I am buying, what I am selling, and why. I do not buy before I recommend and I do not sell before I say. I believe in managing risk and therefore recommend partial or full sells when stocks are up. I do not accept money or shares from companies in exchange for coverage.

    The Maven portfolio is kept up to date on the website, with entry prices, risk management moves, and updates for each stock all tracked.

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  • Maven Premium

    Maven Premium is designed to give active retail investors the opportunity to participate in good mining sector financings. When I find a good financing, one that I plan to invest in, I secure a large allocation and send word to Premium subscribers. I describe the company, stage, people, and the rationale for and terms of the raise. Those who wish to participate are guaranteed at least some allocation.

    The rationale behind Premium is that good financings are an important way to increase your odds of investing success. They happen when companies are just getting going and therefore are cheap. They often include warrants. The challenge is that good financings get filled before they are announced, or are impossible to identify unless you know the people and the overall plans.

    With my connections, I am able to not only learn about good financing opportunities but secure room in those placements for my Premium subscribers. That is why I offer Premium: because I think engaged retail investors deserve the chance to invest like an industry insider.

    I do not take finders fees from companies on the amounts raised through my subscribers, because that would incentivize me to offer financings for the fees. That is not the business; the business is to profit by investing in good placements and to bring Premium subscribers along for the ride.

    The Maven Letter is included in a Maven Premium subscription.

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  • Maven Metals

    Maven Metals is a monthly newsletter that is dedicated to the generalist investor who wants low risk leverage to a rising metals market.

    If you see risks rising and returns sliding in the broad markets and want to proactively position your portfolio to profit in these later stages of a global economic expansion and long bull market run, metals are the sector for you.

    Metals offer rare value and upside right now. To maximize this investment opportunity, you need an expert on your side.

    Why Maven Metals?

    • Metals reliably outperform the market in the late phases of economic expansion – demand simply outstrips supply
    • In a highly valued stock market with rising volatility and risk, metals & mining stocks offer rare fundamental value and upside
    • The energy metals movement is further fuelling this opportunity – from copper to cobalt, the world is very short of the metals essential to electrification
    • The metals argument is simple: global growth + rising inflation + insufficient metal supply = mining stocks are set to soar. And their outperformance will be all the more impressive against a broad stock market where returns are diminishing and risks rising
    • Metals are complicated. Which metal and why? When? Which kind of company – explorer, producer, royalty player? What risks? And finally, what should I actually own? Maven Metals is designed to provide those answers, from a sector expert who explains the situation and outlines what she is doing with her own money
    • Maven Metals provides guidance and insight to the generalist investor interested in metals – why metals offer opportunity and how to invest in the sector.
    • Each month the letter (1) tackles a useful topic in metals investing (What is the outlook for copper? What really drives gold? How do I choose between an ETF and a miner for low-risk metals exposure? Why does the metals sector have such seasonality?) with a concise breakdown of the important points, (2) explains a particular investment opportunity in detail, and (3) goes through the stocks in the Maven Metals portfolio with updated insight and actions

    Resource Maven is that expert

    • She is a scientist and journalist who has spent the last decade focused exclusively on metals and mining. Through investment experience, site visits around the world, endless self-education about economics and geology, and a strong network of friends and colleagues in the sector, she either knows or can figure out the answer to almost any metals and mining question
    • Every investment starts with a broad fundamental argument combining macroeconomics and metal supply-demand fundamentals
    • If the fundamentals work, it’s on to specifics. Why this stock versus other options? What are the risks? What are the expectations?
    • Gwen invests across the metals sector, from early-stage exploration to big diversified miners. In Maven Metals she explains the lower-risk part of her portfolio. The Maven Letter tracks her higher-risk investments.
    • Gwen is independent and objective. She never takes payment of any sort from companies for coverage.
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Newsletter

In her letter, Resource Maven explains what she is buying and selling, and why. Maven has bought into several of the markets best - performing stocks well ahead of the curve. She regularly identifies exciting new exploration opportunities and manages the inherent risk by selling some into speculative gains. And the mine builder and operator stocks that form the basis of the portfolio give strong, ongoing leverage to the rising prices of gold and silver. She has your precious metal bases covered.

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Testimonials

Besides your far superior record, your format is the best I’ve seen in PM newsletters. It’s so easy to go back for older info on companies when appraising my portfolio. This compliment is from someone who has hired about a dozen letter writers so it has perspective. Keep up the good work.

-BJ (Feb 13, 2018)

This note is to thank you SO MUCH for all great work that you do. I know I pay for my subscription but honestly feel you give incredible value!

In particular I’m very happy with your recommendation on Troilus which I wouldn’t have known about had you not recommended purchase.

-MS

-WJ (June 3, 2020)