This is the fifth gem hunt since revamping the process, and so far, loving it. We’ve also rolled into it other tools we use, including red flags, checklists, and orphan watch (hello again, Lassonde curve).
In a nutshell, I’m seeking to find where opportunity may be hiding. A gap between what’s changing underneath the company and what the market is pricing today.
Today, we’re using gold and GDX for the cycle check.
Enjoy!
Each week, we look at three potential gems, one each from our standout drill results, insider transactions, and best performers tracking; secondly, we check where juniors sit in the broader market cycle, and pull out an insight from the growing historical dataset.
Before we jump in, let’s start with where we are (or may be) in the cycle.
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