Stock Picking Update.

A real haiku. Honest.

The Final Results For 2019.

First: The Rules

It’s time for the year-end results of the Hys and Lows resource stock picking club, where world’s greatest mining minds come together to show how little we actually know about our business. This is an edited version of my end-of-year note to the club members. Sadly, I have to redact names to protect the innocent and throw the paparazzi off our scent. The unedited version is WAY more abusive and fun.

As you may know, we meet in late January to drink wine, eat steak, talk about the industry, and when we’re good and drunk we each pick a mining stock. That’s about it really, other than taking a guess on the 12 month performance of the overall portfolio.

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November Stock Picking Update

Warning. This blog post/rant contains black humour about various things including my dad who’s not very well. If that’s not your thing, look away now.

The Rules

It’s time for another look at how Hys and Lows, the world’s greatest mining stock picking club, is doing now that winter’s arrived. The following is an edited version of my monthly note to the club members, individual’s names redacted.

Regular readers of my blog (why, oh why?) know how our uber-elite mining equity club works. We meet in late January to drink wine, pretend we understand the industry, and when we’re good and drunk we each pick a mining stock.

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September Stock Picking Update

More from the world’s greatest stock picking club!

Greeting Stockpickers,

It’s time for another look at how Hys and Lows, the world’s greatest mining stock picking club, is faring as we drift soggily into Fall. The following is an edited version of my monthly note to the club members, individual’s names redacted.

The Rules

First, the usual reminder of how our much envied club works. We meet in late January to quaff flagons of fine wine, mourn the state of the industry, and pick stocks. It’s not a club, just a casual once-a-year gathering of 25 or so knuckle-dragging hairy-palmed mining people at an overpriced steak restaurant in downtown Vancouver.

Everyone chooses 1 mining stock. It can’t be a company you work for, and it can’t be halted or pre-IPO. At the dinner, whoever chose the stock that went up the most over the year is declared the winner and they eat and drink for free. Everyone else has to bring a $100 bottle of wine and the loser gets to wear the toilet-seat-of-shame.

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August Stock Picking Update

Greeting Stockpickers,

With summer slipping away and September upon us, it’s time for another look at how the world’s greatest mining stock picking club (Hys and Lows) is faring. The following is an edited version of my monthly note to the club members, members’ names redacted.

First, a quick reminder of how our exclusive and much-envied club works. It’s not a formal membership-fee type of club, just a casual once-a-year gathering of 25 or so mining people at a steak restaurant in downtown Vancouver. We meet in late January to contemplate the state of the industry, drink good red wine and pick stocks.

3 out of 4 drunken barristers agree that Hys and Lows is awesome.
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Enchanted April.

Stock picking club update.

What follows is an edited version of my monthly junior mining update to the members of the steak-eating-red-wine-drinking stock picking club informally known as the “Get Rich Short Our Picks Club”. All names of members have been removed and some of my more abusive comments have been diplomatically edited out too. Which is a shame really. I’d love to leave them in so you can all see how bad this motley collection of mining experts is at choosing winners. Anyhoo, here’s the table, dateline end of April.

The “Get Rich Short Our Stocks” portfolio in gory smell-o-vision.
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March Stock Picking Update

Shout out to Shovelnose

Greetings stock pickers,

What follows is an edited version of my monthly junior mining update to the members of the Hys and Lows stock picking club. All names of members have been removed. Which is a shame really. I’d love to leave them in so you can all see how bad our motley collection of mining experts and insiders is at choosing winners.

As the UK ponders a possible Brexit-related general election, and the UK’s electorate therefore have to ponder the real possibility of Jeremy Marx-Stalin becoming Citizen 1 in place of Theresa Won’t, I’d like to turn to happier things: the shitty resource junior market, a welcome constant in these turbulent times.

Down to business.

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