Applying math to investing. Passionate about Juniors, PMS and Geopolitics. Buy me a Hot Chocolate with a Cookie on ko-fi.com/silversanta ! Thanks !
Antwerp Gold District
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- Following 396
- Followers 29,894
- Likes 83,347
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#JUNIOR Portfolio
2026 September 25
+ Performance
+ Since 1 Week: -2.2%
+ Since 1 Month: +1.6%
+ Since 1 January: +16.9%
+ During 2020: -27.4%
+ During 2021: +32.1%
+ During 2022: +41.6%
+ During 2023: +78.0%
+ During 2024: +12.6%
+ During 2025: +258.4%
+ During 2026: +16.9%
+ Since 2020: +1039.2%
+ Since 2021: +1470.1%
+ Since 2022: +1088.1%
+ Since 2023: +739.0%
+ Since 2024: +371.5%
+ Since 2025: +318.8%
+ Since 2026: +16.9%
+ Averages
+ Average AAGR: +58.9%
+ Compounded CAGR: +41.6%
+ 1-Week Best
+ ONAU: +21.0%
+ LUCA: +8.7%
+ 1-Month Best
+ PGLD: +22.1%
+ FMAN: +5.4%
+ CRG: +5.0%
+ LUCA: +4.6%
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#JUNIOR Portfolio
2026 September 25
+ Performance
+ Since 1 Week: -2.2%
+ Since 1 Month: +1.6%
+ Since 1 January: +16.9%
+ During 2020: -27.4%
+ During 2021: +32.1%
+ During 2022: +41.6%
+ During 2023: +78.0%
+ During 2024: +12.6%
+ During 2025: +258.4%
+ During 2026: +16.9%
+ Since 2020: +1039.2%
+ Since 2021: +1470.1%
+ Since 2022: +1088.1%
+ Since 2023: +739.0%
+ Since 2024: +371.5%
+ Since 2025: +318.8%
+ Since 2026: +16.9%
+ Averages
+ Average AAGR: +58.9%
+ Compounded CAGR: +41.6%
+ 1-Week Best
+ ONAU: +21.0%
+ LUCA: +8.7%
+ 1-Month Best
+ PGLD: +22.1%
+ FMAN: +5.4%
+ CRG: +5.0%
+ LUCA: +4.6%
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Mon AMI is running smoothly. It now contains 300GB of data on 140 different Miner picks. Financials, Technicals, Releases, Drill Holes, Management, Jurisdiction, Recoveries, Historical Owners, Salaries and Compensation, Insider Buys and Sells, it knows is all. It's a Mining Goldmine. I should commercialise the damn thing.
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A performance of -2.2% is not too bad for such a terrible Miner week. My PF is much more stable now since I focus more on fewer but better picks.
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I'm still on my +40% CAGR target this year.
+ Averages
+ Average AAGR: +58.9%
+ Compounded CAGR: +41.6%
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$PRCG.CN - PRECORE GOLD
My 5th biggest position.
Precore Gold Completes High-Resolution Magnetic Survey Beyond Arikepay’s Historical Drilling $PRCG.CN tinyurl.com/25hr85rz
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Silver Santa retweeted
$PGLD.V new Ross Jennings Substack just dropped covering @P2_Gold
“Given above, at current gold and copper prices my range of NPV5 is +/- 10% $4 billion range. Also, I materially reduce my then FD shares to be in the +/- 10% of 400 million shares. Thus my per share range for NPV5 is US$8 to US$12. I don’t think there is any probability differences on outcome within that range so I have a share valuation at +/- US$10 per share with NPV5.
Simply through its comparables lens, I think P2 should today be at approx C$4 per share.”
rossjennings1.substack.com/p…
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Silver Santa retweeted
$FRED.V $FREDF FREDONIA MINING
The December 2025 plan to cut the C$1.40 warrants to C$0.45 is withdrawn; they stay at C$1.40 until 27 Apr 2027. The C$1.40 warrant repricing was dropped because the raise priced well. That is a signal of confidence from management. #HODL
Fredonia Announces Closing of C$11.5M Bought Deal Private Placement Including Full Exercise of Underwriters’ Option $FRED.V tinyurl.com/2y8mupxl
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Gardener finds 40 pounds of Viking silver in his backyard | Popular Science share.google/85XUt7douXiVrb2…
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