Replacing Two Explorers With a Mid-Tier
Two of our Portfolio’s gold explorers have made some recent progress, but not enough to draw much interest from investors. So it’s time (long past time, actually) to drop them.
Meanwhile, high-quality mid-tier miners are benefiting from a combination of operating progress and rising metal prices, often becoming cash flow machines. So I’m adding a mid-tier that’s putting its cash to work.
Here goes…