In this True Vine Letter I shake things up a bit with my recent review of The MIning Investor’s Handbook by Robin Bromby. It was my first book review and I thoroughly enjoyed it.
I recently went on the Seeking Alpha Marketplace Roundtable Podcast to discuss my investing approach and opportunities with industrial metals and miners.
I recently went on Palisade Radio to discuss my views on uranium, base metals, and vanadium with host Collin Kettell.
True Vine Investments is now offering two types of portfolio services dedicated exclusively to the industrial metals mining sector.
Seeking Alpha interviewed me a few weeks ago about industrial metals. In this True Vine Letter I share an excerpt and a link to the full interview.
This week I launched a subscription service on the Seeking Alpha Marketplace called Industrial Minefinder. This service will focus on providing do-it-yourself individual investors, professional investors, and institutional investors with exceptional investment opportunities from within the industrial mining sector.
True Vine Letter readers who are familiar with my Forecast know that I am of the view that inflation is coming, but it is still a few years away. In preparation, I will be making some investments in various natural resource related companies. I have begun by compiling data on gold & silver mining companies and developing some methods of analysis to assist in separating the wheat from the chaff. In the coming months I will be writing articles and research reports on various mining companies. Instead of explaining my methodology for evaluating the cost competitiveness of these companies every single time, I decided to simply lay it out here for linking and reference.