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It is amazing when you see a company execute. That too a company in the mining sector, one filled with mediocre to corrupt management teams. More drilling results out from Emerita. Really good copper grade of 2.6%, including 14m of 4.3% copper, and more expansion of resource. Also we are now up to 13 drill…

I said it in one of my prior posts, most investors who have been saying “nothing has changed except the price” don’t understand what is going on. Hopefully as we are entering the last quarter of 2022 they now realize it is lot more than “the price”. Anyways, I’ve stayed away from buying anything in…

I typically invest in companies for returns on capital. Although with Glass House, I’m more and more interested in just watching the biggest cannabis greenhouse come online and seeing if the plant can be created consistently at $100/pound. Growing cannabis is very hard. Growing it consistently is extremely hard. Growing a superior quality product consistently…

Many companies might be struggling with execution in 2022 but Emerita has been delivering. The company had an ambitious job of drilling out La Romanera, drilling in El Cura, and drilling Nuevo Tintillo in 2022. The company has been executing on the drilling at La Romanera. They have already drilled a lot with 8 rigs…

The drilling updates from Emerita are coming out quick. With 9 drills turning at La Romanera the results and frequent updates keep coming in weeks. The results are amazing. Todays news expands the historical results. Hole 17 shows a high copper grade deposit in the lower lens. Hole 14 shows the high gold and silver…

Emerita just keeps delivering amazingly good results from the La Romanera deposit. 3 more holes were reported. The holes are still confirming the historical and we are seeing the holes expanding on the historical too. The gold and silver is a huge surprise and it keeps increasing the resource size and value. The gold upside…

The company released some more assay results from the La Romanera deposit. The resource keeps expanding and the grade of gold and silver (that wasn’t included in the historical) keeps adding to the historical deposit. which potentially can add significantly to the resource even within the footprint of the historical drilling. The historical estimate was…

Not a lot is talked about what Glass House has been doing with the largest greenhouse to grow cannabis. The greenhouse is incredibly special. This video does a great job of hitting on some of the amazing stuff that is happening. Q3 is when it really starts clicking for Glass House. The greenhouse will start…

In a corporate structure, the shareholders are owners of the company. The board of directors are ones that work on behalf of shareholders. The management team is the one that runs the daily operations of the company. In a junior mining company all that structure goes down the toilet. Oroco is nothing special, the shareholders…

I talked about a new buy a few days ago. The purchase was of Millennium Sustainable Ventures (MILC). I’ve followed MILC since 2011 when it was selling for less than cash + investments. I was intrigued by the valuation but never really felt attracted to the operational team. The stock then went on a huge…