Sector
Mining and Metals
Extraction of industrial and precious minerals and metals.
Dundee Precious Metals (Tesis)
Vanilla Mining
Denison Mines
Mi apuesta para el Ăşltimo gran mercado alcista del uranio
Denison Mines
My bet for the last uranium bull market
26 April 2025
Model Portfolio The model portfolio’s return is -8.17% YTD compared to -5.76.% for the S&P500 (our portfolio mesured in € terms, which is weighting -10% in our portfolio this year vs the S&P in $), and +53.9% versus +36.3% for the S&P500 since inception (September 2022). The model portfolio, as of Friday’s close, is as follows: […]
Warrior Met Coal
Growth at >50% IRR
Warrior Met Coal
Crecimiento a IRR < 50%
Powell: open to work (Weekly summary 19/04)
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19 April 2025
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10 April 2025
The model portfolio's return is -17.11% YTD compared to -10.22% for the S&P500, and +38.91% versus +29.81% for the S&P500 since inception (September 2022)
2025 – Week 14
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Dynacor Group
Transforming gold
Liberation day (Weekly summary 29/03/2025)
Our prediction, shared at the beginning of the year in the positioning and ideas for 2025 article, is starting to materialize.
