Category: Updates

  • Voxtur: Interview with Jim Albertelli

    A great interview by Mariusz, Classic Value Investor and Microcap Explosions, with Voxtur CEO Jim Albertelli. The interview is focused on understanding the basics of mortgage service rights (MSR), importance of MSR in the current high inflation/interest rate market and how Voxtur benefits from the acquisition of Blue Water.

  • Eastside Distilling: Things starting to turn

    The Q2 ’22 report was disappointing. I was actually thinking I might have to consider selling at a big loss. The main issue I saw the disappointing utilization rate of the digital can printer at 30%. Also the other issue was the cash burn and selling of access inventory to raise cash. In the conference…

  • Emerita: Drill results

    Emerita released the drill results from 3 holes in Romanera. The holes were really looking at the historical data and proving it. What is interesting is the EMO results are proving much better per ton values than historical. Also the area the company is drilling is not the really interesting part of the resource, so…

  • Emerita: Gower talks about recent drilling success

    David Gower recently did an interview discussing the current inflation/market and its impact on resources, the drilling success, the AZN court case, and what to expect next. The success from the first drill hole from Romanera has been really good for Emerita and its shareholders. Gower talks about how the top 200 to 250m of…

  • Oroco: Drilling resumes

    YAHHHOOOOOOOOOOOO!!!!!!!!!!!!!!!!!! Oroco resumes drilling. (hmm, whatever happened to Yahoo and Jerry Yang? Time to google them 🙂 )

  • Oroco: A slow train wreck?

    It has been a disastrous 2022 for Oroco. Infact a disastrous 2 and a half years. Although 2022 couldn’t go much worse, until I saw something on Twitter. Most recently the company shut down drilling operations. The company publicly came out and said it would takes days not weeks for the drilling to restart. We…

  • Emerita Resources: more coming, soon

    David Gower, CEO, did an interview w/ Doc Jones recently. A good overview by David on the importance of Romanera. It is the most important part of its IBW package. The hole results were out a few days ago. We are waiting on the next 3 hole results. It is exciting times for EMO and…

  • Emerita Resources: Romanera results, party has started

    Emerita Resources announced the assay results for the first hole drilled at Romanera. The company had announced visual results of the core a few weeks ago. So we knew they had found some good results. Now having the assay results is good to see what management had seen. Couple of thoughts on the results: The…

  • Oroco Resources: Brasiles results, glad its over

    I was surprised to see someone on Twitter put up a screenshot of Oroco’s assay results that were released today. Surprised because it had been delayed for atleast a month and I didn’t expect it for another month. So what are my thoughts about the first set of Brasiles hole results. I’M GLAD ITS OVER.…

  • Emerita Resources: Get ready

    There hasn’t been much of an update from the company until today. The company finally got the permit to start drilling in Romanera a few weeks ago. Today we have some update from the company about the first hole that has been completed. Hole LR 002 intersected 14.3 meters of massive sulphides (assays pending) from…