Hi Winedoc
Sitting here enjoying a glass of Teruzzi Peperino, a nice red I picked up in Italy this summer.
Gold at ATH. Sweet. Ok, so the phys is “doing well”. Great, but it doesn’t seem to get the excitement, Not sure why Im not bouncing off the walls. I guess Im just so jaded that it will take a 100 dollar up day and the shares up 20% in a day,
Ive been long and strong since 2000, Returns have been good, so why am I not thrilled. Who knows.
90% G and S in the holdings and 10% Uranium. Another good position, I don’t seem care about that one either.
I think its the juniors wrecking everyones day. Im sure we all hold a few. Crickets there.
I have a big position, for me, in CGC. Talk about a lesson in patience. Management good. Fundamentals good bla bla bla. Decent drill results and a good story don’t mean a thing.
Maybe when the juniors move, the wine will taste a bit sweeter.
Cheers
MG