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
Strikepoint GoldTSXV: SKPFebruary 29, 2024 @ $0.06--100%
$3.29 (0.04)
2024-03-01 12:59:28
Medium-HighMine Construction
Global AtomicTSX: GLOFebruary 22, 2024 @ $3.27---
$3.29 (0.04)
2024-03-01 12:59:28
Medium-HighDeveloper
Emperor MetalsCSE: AUOZFebruary 22, 2024 @ $0.13--100%
$0.13 (0.02)
2024-03-01 12:54:00
Medium-HighDiscovery Growth
Scorpio Gold CorporationTSXV: SGNBidding @ $0.22---
$0.27 (-0.06)
2024-03-01 09:05:00
MediumGrowing Producer
Skyharbour ResourcesTSXV:SYHFebruary 9, 2024 @ $0.56--100%
$0.47 (0.01)
2024-03-01 12:59:00
Medium-HighLarge Leverage Producer
Equinox GoldTSX:EQX | NYSE:EQXJanuary 25, 2024 @ $5.86-$5.86100%
$5.51 (-0.19)
2024-02-26 12:59:58
MediumGrowing Producer
Abitibi MetalsCSE: AMQDecember 1, 2023 @ $0.37-$0.3750%
$0.62 (0.01)
2024-02-26 12:59:00
MediumJunior Explorer
Nuclear FuelsCSE:NFNovember 24, 2023 @ $0.59-$0.59100%
$0.42 (-0.02)
2024-02-26 12:39:00
Medium-HighJunior Explorer
Hercules Silver Corp.TSXV:BIGFebruary 3, 2023 @ $0.18-$1.5050%
$0.75 (0.00)
2024-02-26 12:59:00
Medium-HighPre Discovery
Encore EnergyTSXV:EUOctober 4, 2023 @ $4.18-$4.18100%
$5.39 (0.13)
2024-02-26 12:59:00
HighLarge Leverage Producer
Cascadia MineralsTSXV:CAM September 21, 2023 @ $0.21-$0.21100%
$0.20 (0.01)
2024-02-26 12:44:00
HighJunior Explorer
Alaska Energy MetalsTSXV:AEMCJuly 13, 2023 @ $0.52-$0.5250%
$0.39 (0.00)
2024-02-12 12:59:00
MediumJunior Explorer
Founders Metals Inc.TSXV:FDRAugust 28, 2023 @ $0.75-$0.75100%
$1.13 (-0.03)
2024-02-26 12:59:00
HighJunior Explorer
ISM ResourcesCSE:DCLIJuly 17, 2023 @ $0.54-$0.54100%
$0.33 (-0.01)
2024-02-26 12:02:21
HighJunior Explorer
Latitude UraniumCSE:LURJune 20, 2023 @ $0.00-$0.00 (spinout)100%
$0.25 (-0.01)
2024-02-12 12:59:00
Medium-HighResource Growth
Targa Exploration Corp.CSE:TEXJune 15, 2023 @ $0.43-$0.43100%
$0.09 (-0.01)
2024-02-12 12:32:00
Medium-HighJunior Explorer
West Red Lake Gold MinesTSXV:WRLGJune 1, 2023 @ $0.36-$0.3650%
$0.66 (-0.04)
2024-02-26 12:59:00
Medium-HighMine Planning
Blackwolf Copper & GoldTSXV:BWCGMarch 17, 2023 @ $0.25-$0.25100%
$0.09 (0.00)
2024-02-26 12:59:00
MediumJunior Explorer
Sanu GoldCSE:SANUFebruary 9, 2023 @ $0.27-$0.27100%
$0.05 (-0.01)
2024-02-26 06:30:00
HighJunior Explorer
NexGen EnergyTSE:NXEJanuary 26, 2023 @ $6.18-$6.18100%-MediumDeveloper
CallinexTSXV:CNXJanuary 19, 2023 @ $2.35-$2.35100%
$1.32 (-0.01)
2024-02-26 10:58:00
MediumDiscovery Growth
Artemis GoldTSXV:ARTGJanuary 19, 2023 @ $4.75-$4.75100%
$7.15 (-0.07)
2024-02-26 12:59:00
MediumMine Planning
SilverCrest MetalsTSX:SILJanuary 19, 2023 @ $8.54-$8.54100%
$6.83 (-0.12)
2024-02-26 12:59:57
MediumOperator
Snowline Gold--------
Vizsla ResourcesTSXV:VZLAJanuary 19, 2023 @ $1.67-$1.67100%
$1.80 (-0.01)
2024-02-12 12:59:00
HighDiscovery Delineation
Arizona SonoranTSX:ASCUOctober 17, 2022 @ $1.56-$1.56100%
$1.45 (0.05)
2024-02-12 12:59:59
Medium-HighMine Planning
Premium NickelTSXV:PRNLSeptember 1, 2022 @ $1.88-$1.88100%-Medium-HighDiscovery Delineation
Morien ResourcesTSXV:MOXApril 7, 2022 @ $0.30-$0.30100%
$0.36 (0.00)
2024-02-26 06:30:00
LowRoyalty
Consolidated UraniumTSXV:CURSeptember 29, 2021 @ 2.61-$2.61100%
$1.93 (0.05)
2023-12-08 12:59:00
HighDiscovery Delineation
Denison MinesTSX:DML | NYSE:DNNSeptember 11, 2021 @ $1.99-$1.99100%
$2.41 (0.05)
2024-02-26 12:59:00
MediumOperator
Headwater GoldCSE:HWGJune 8, 2021 @ $0.45-$0.4550%
$4.31 (0.00)
2024-02-26 12:59:00
MediumJunior Explorer
Uranium Energy CorpNYSE:UECJune 21, 2015 @ $1.72-$1.72100%
$6.40 (0.05)
2024-02-26 12:59:53
HighDeveloper
Montage Gold CorpTSXV:MAUJanuary 27th, 2021 @ $0.97-$0.97100%
$0.73 (-0.02)
2024-02-26 12:59:00
MediumFeasibility
Banyan GoldTSXV:BYNDecember 17, 2020 @ $0.25-$0.25100%
$0.29 (0.01)
2024-02-26 11:03:00
HighResource Growth
Heliostar MetalsTSXV:HSTRJuly 30, 2020 @ $0.09(rollback)$1.35200%
$0.18 (0.00)
2024-02-26 12:59:00
MediumResource Growth
EMX RoyaltyTSXV:EMX | NYSE:EMXNovember 14, 2014 @ $0.86-$0.98100%
$1.50 (0.00)
2024-02-26 12:59:46
MediumRoyalty
Orezone GoldTSXV:OREJune 13, 2018 @ $0.81-$0.81200%-MediumOperator
IsoEnergyTSXV:ISODecember 12, 2018 @ $0.40(COVID)$0.4450%
$4.97 (-0.28)
2024-02-12 12:59:00
HighJunior Explorer
Troilus GoldTSX:TLGJune 19, 2019 @ $0.69(COVID)$0.69100%
$0.54 (-0.04)
2024-02-26 12:59:59
MediumMine Planning
HighGold MiningTSXV:HIGHSpinout or $0.45 financing (August 2019)(COVID)$0.41100%
$0.23 (0.00)
2024-02-26 12:54:00
MediumResource Growth
Revival GoldTSXV:RVGOctober 30, 2019 @ $0.51-$0.51100%
$0.32 (0.01)
2024-02-26 12:59:00
MediumMine Planning
Ridgeline MineralsTSXV:RDGAugust 17, 2020 @ $0.55-$0.55100%
$0.08 (0.00)
2024-02-26 12:14:00
HighDiscovery Delineation
Marathon Gold (Now Calibre Mining)TSX: MOZSeptember 5, 2023 @ $0.75-$0.75100%
$0.81 (0.04)
2024-01-26 12:59:07
MediumMine Planning

Sold Portfolio

Company Title Ticker Buy Date Cost Base Sell Date Sell Price Gain/Loss
Sigma LithiumTSX:SGMLSeptember 1, 2022 @ $15.68$15.68January 31, 2024$26.94+72%
Energy FuelsTSX:EFR | NYSE:UUUUApril 15, 2021 @ $11.03$11.03January 17, 2024$10.37-6%
Azimut ExplorationTSXV:AZMJanuary 19, 2023 @ $0.82$0.82January 17, 2024$0.74+124%
Osino ResourcesTSXV:OSISeptember 5, 2023 @ $1.25$1.25January 17, 2024$1.39+10%
Delta ResourcesTSXV:DLTAMarch 30, 2023 @ $0.36$0.36November 23, 2023$0.10-74%
Sterling MetalsTSXV:SAGApril 21, 2022 @ $0.25$0.25November 16, 2023$0.05-80%
Eureka LithiumCSE:ERKAJuly 17, 2023 @ $1.00$1.00October 11, 2023$0.55-45%
Guanajuato Silver Co. LtdTSXV:GSVRMarch 1st, 2023 @ $0.37$0.37September 28, 2023$0.28-24%
Silver TigerTSXV:SLVRDecember 29th, 2020 @ $0.51$0.51September 28, 2023$0.22-57%
Aston BayTSXV:BAYAugust 28, 2023 @ $0.22$0.22September 28, 2023$0.08-63%
Outcrop GoldTSXV:OCG | USOTC:MRDDFSeptember 21, 2022 @ $0.17$0.17August 4, 2023$0.18+6%
Newcore GoldTSXV:NCAUMay 2, 2020 @ $0.36$0.61June 28, 2023$0.15-75%
Max ResourcesTSXV:MAXApril 7, 2022 @ $0.70$0.38May 24, 2023$0.13-66%
Fortune BayTSXV:FORNovember 25, 2021 @ $0.65$0.65May 4, 2023$0.24-63%
Thesis GoldTSXV:TAUJanuary 19, 2022 @ $2.14-February 17, 2023$0.82-62%
Golden ShieldCSE:GSRIFebruary 24, 2022 @ $0.75$0.62February 17, 2023$0.19-69%
Erdene ResourcesTSX:ERDJanuary 8 2017 @ $0.86$0.36February 17, 2023$0.41-14%
Snowline GoldTSXV:SGDAugust 18, 2022 @ $2.50$1.57January 23, 2023$2.62+67%
Kodiak CopperTSXV:KDKDecember 18, 2019 @ $0.35$0January 23, 2023$1.10+68%
Gold Bull ResourcesTSXV:GBRCJanuary 13, 2021 @ $0.27-January 23, 2023$0.06-78%
Blue LagoonCSE:BLLGDecember 17, 2020 @ $0.69-January 23, 2023$0.37-46%
Arianne PhosphateTSXV:DANMarch 4, 2022 @ $0.52-January 23, 2023$0.34-35%