Sep. 26 at 5:48 PM
$HGRAF Kevin Bambrough today
https://x.com/BambroughKevin/status/1971620119122997532
Potential interesting value play in the mining sector. Earthlabs
$SPOT.V
$SPOFF $CDE $SILJ $SLV trades at a pretty big discount to its portfolio of mining investments. Difficult to value the portfolio because they don’t break it out. But, seems likely they have significant gold and silver exposure. They also have royalties that could be have significant value in time. The collection of websites/media businesses they’ve accumulated are basically free. CEO>ca
mining.com, northern miner etc) Ad revenue in these businesses is ramping up with the mining sector taking off. Finally they’ve made significant investments over the last few years building out mining Ai. So, ya. It’s a hodgepodge of stuff that ya get for free on top of a discounted mining investment portfolio. Given the upside in everything else they have going on I figure that it shouldn’t trade a discount to
