Part 1: kzitem.info/news/bejne/qqNutppjjKNqipg&t= Part 2: kzitem.info/news/bejne/qrCFl22OqXdpZ34&t=
@reecemccullough4829
6 ай бұрын
4 hours so far incredibly valuable. Sharing with a few mates. Commenting and liking for the algo
@ResourceTalks
6 ай бұрын
The algo is not one to care about the resource space, but I appreciate that you do. Thanks again, Reece.
@reecemccullough4829
6 ай бұрын
@@ResourceTalks haha that's very true, although it seems finance channels need alot less viewers then monetise interviews with companies with oversized marketing budgets and undersized returns haha :p not specifically this channel, just recognising the game haha
@ResourceTalks
6 ай бұрын
it's definitely true
@AndreA-ir2is
7 ай бұрын
Well done Antonio, many gems in these 3 videos. Much appreciating your harf work!
@ResourceTalks
7 ай бұрын
Glad you're finding value in them, Andre. So am I! Thank you for being here.
@timvanlier504
7 ай бұрын
Thanks Antonio and Lobo, very useful and valuable content, again.
@ResourceTalks
7 ай бұрын
Thank you for stopping by, Tim. I appreciate the kind words!
@cv3183
7 ай бұрын
An excellent discussion and an excellent interview.
@ResourceTalks
7 ай бұрын
Thank you for the kind feedback! I'm glad you're finding value in these!
@spotsonadog
7 ай бұрын
thanks for having him back on !!
@ResourceTalks
7 ай бұрын
There's more to come! Thank you for being here.
@rayng4336
7 ай бұрын
Regarding putting $100k to test out Lobo's portfolio theory, you should be able to use paper trades and track that portfolio. Or back test it. No need to risk capital unnecessarily.
@ResourceTalks
7 ай бұрын
Yes, that was the point of the question. I thought he had done the back test.
@Ashnola
7 ай бұрын
I don't think investors should just be looking strictly at developers who are approaching their first pour, but also consider producers that are on the verge of significantly increasing their production and have low costs or expect to lower their costs. It's all about free cash flow and net present value. There are currently some smaller producers that are looking to dramatically increase production now that gold is at all time highs and they have low costs. Monument Mining and Soma Gold are a couple of examples.
@ResourceTalks
7 ай бұрын
I'd be happy to look at the data for the returns on those companies and compare it to what Lobo presented, but I've been told the level of probability is quite different on those.
@miket2916
5 ай бұрын
It's genius to 'let the cat out of the bag' and then sell a newsletter based on vague information of a strategy... and simultaneously front run those paying for said newsletter.
@vo8438
7 ай бұрын
Great content to sit back, have a few beers, and watch the best in the business do their thing.
@ResourceTalks
7 ай бұрын
How many bears are we talking about?
@vonameth
7 ай бұрын
Enough beers to make this some of the best content for me on youtube!
@socalsilver6397
7 ай бұрын
This was full of thought- provoking investment/speculation ideas, questions, strategies etc. Thx Antonio 👍🏼
@ResourceTalks
7 ай бұрын
Thank you for the continued support, sir. I'm always happy to see your good boy's face in the comments section. Wish I had a German!
@thenewamericanrealist
7 ай бұрын
Not only that lobo tiggre is the coolest name out there he knows his stuff! Great interview
@ResourceTalks
7 ай бұрын
It is a cool name!
@evannia4753
7 ай бұрын
Lobo seems to consider boss a PPSS play but it was a past producer that went back into production so idk how that would count
@ResourceTalks
7 ай бұрын
Good point. I'll have to ask.
@rayyoder6929
7 ай бұрын
Antonio...I agree with you; I have a hard time buying a stock from someone whom I don't trust.
@ResourceTalks
7 ай бұрын
It's maybe not particularly efficient, but I prefer losing my money with people I trust.
@mikeszymanski1413
7 ай бұрын
Wonder if he’s talking about Marathon Gold where he mentions that Calibre (the purchaser) posses jurisdictional risk..
@frederickmatthews4259
7 ай бұрын
Caliber assets in Nicaragua.
@ResourceTalks
7 ай бұрын
I don't think he is.
@martyngoodger2174
7 ай бұрын
Thanks Antonio love your work
@ResourceTalks
7 ай бұрын
Thank you, M. I appreciate the kind words, but this is not work. Mining is work. I'm just talking into a microphone and asking silly questions.
@malekmalek9064
7 ай бұрын
Good interview,a lot of info thanks
@ResourceTalks
7 ай бұрын
Bedankt, vriend!
@knotknots6601
7 ай бұрын
For a ~35y back test, you need to make clear defined portfolio rules. If you continually put 100% of portfolio into this strategy, you could mathematically eventually strike out (at least the drawdowns are huge). If it takes 2-3y to play out and there are 3 companies a year on avg, you would land somewhere in the region of 10% of portfolio per position, which actually isn't completely safe if outcome is random (30% chance of a dud, 70% chance of a double on avg.), which it of course isn't. Using the data, you could however derive a optimal/safe percentage to put into each company. Applying real world data is however needed, as mathematical approximations give wildly varying results, to the degree, if you are lucky in the first couple of iterations, size of portfolio can eventually become market moving 😀.
@ResourceTalks
7 ай бұрын
Well, apparently, you don't strike out with this strategy because most companies that get a CD go into production, and virtually none of them go to zero.
@knotknots6601
7 ай бұрын
We'll hear the correct numbers from Lobo. You'll still have to keep capital for potential new investments, e.g. if there is a new CD 3 times a year on average and PPSS takes 2½ years on average, you are looking at max 11% allocation per investment and if you want to avoid passing on opportunities, you are probably closer to max 9%.
@georgeholloway3981
7 ай бұрын
That sounds like a reasonable allocation to me, as a lot of people recommend about ten stocks in your portfolio at any one time. Perhaps you could allocate half your portfolio to this strategy, and the other half to something else. Or 1/3 PPSS plays, 1/3 microcaps, 1/3 diversification and hedges?
@georgeholloway3981
7 ай бұрын
(and cash...)
@knotknots6601
7 ай бұрын
@@georgeholloway3981 The discussion was specific to a PPSS back test, and yes, with the given stats, it looks like ~9% is reasonable (as in statically safe but with volatility risk). For a general portfolio, your individual position size really depends on correlation between holdings, volatility of holdings, risk, tolerance, size of portfolio, information etc. E.g. a portfolio with very low correlation may only need 4 positions and no cash, while a portfolio solely in junior mining statistically should have at least 20 positions and a large cash position to boot, unless you have inside info/other clear edge, like PPSS might be considered. With your suggestion, I think I'm preaching to the choir, just wanted to clarify where I am coming from.😁
@mobo9988
7 ай бұрын
I think no worries about it undoing because it is now more visible, or the opportunity or becoming a self-fulfilling prophesy. "The only thing we learn from history is that we learn nothing from history" Hegel.
@ResourceTalks
7 ай бұрын
Easily a top 5 quote right there.
@paulginsberg6942
6 ай бұрын
Loan shark is a descrition I believe Rick approves.
@ResourceTalks
6 ай бұрын
The question is; do you?
@paulginsberg6942
6 ай бұрын
@@ResourceTalks I do because I believe Rick would take that as a compliment.
@paulginsberg6942
6 ай бұрын
@@ResourceTalks Allow me to be clear. I am a huge fan of the man. Not only does he know as much as anyone (more) but has a remarkable way of articulating his points of view. In his arena he reigns as king.
@Carnivorelion
7 ай бұрын
Any ideas on the pre production first mine company he was referring to around 15 minutes in? His top newsletter is insanely expensive and Id like to monitor at least one of his picks first.
@JosephineSmith-Sonian
7 ай бұрын
Yeah, but the My Take is only 50 bucks a month. Not expensive by any means. Unless your portfolio is only a few hundred dollars then sure.
@ResourceTalks
7 ай бұрын
So, you're looking for free picks, if I'm understanding you correctly?
@Carnivorelion
7 ай бұрын
@@ResourceTalks If I'm going to invest thousands of dollars in a newsletter I'd like to see an example of what he likes.
@robertk1834
5 ай бұрын
Which gold stock is he talking about that's "waiting for permits"?
@ResourceTalks
5 ай бұрын
Does it matter?
@ppierodds
7 ай бұрын
ciao antonio, its not just you but also the person being interviewed that does this more often than not... it is very difficult to clearly hear the names of the companies that get mentioned. its what most of us are searching for in these interviews. so we can look at the company and decide if it fits our risk and probability of gains with somewhat more predictability when adding to our positions. you guys are our eyes. these dozen or two folks that are well known interviewees. some like rule and lobo and many others that we admire. and i for one wouldnt miss any. its time well spent tuning in to your podcast. please say the names of these companites slowly not casually, but with purpose , its the take away, and adds great value to your channel. or better yet post them on the video with the proper spelling during edit i dont know, whenever a name is mentoned . its beyond important to us . thank you for reading this post. sorry others tell meto shut the hell up if your do not feel the same way. it is possible maybe everyone else can uderstand and has better and crisper hearing than my 68 yr old ears. which has tinnitus interferrance with respect and gratitude for what you and those you interview bring to the table , piero
@ppierodds
7 ай бұрын
and may your channel grow
@ResourceTalks
7 ай бұрын
Thank you, Pier. However, I disagree. That's not what these interviews are about. Don't pay attention to the individual names. Ever. Don't take stock picks from talking heads. Ever. There's much more value in listening & learning how to pick your own stocks instead of having to rely on someone else for theirs. Fish < fishing. Thanks again & good luck!
@Mrtrancefreak50
7 ай бұрын
Do you have hands and eyeballs and Google? Problem solved if so
@valueinvesting6059
7 ай бұрын
You've provided me with lots of value Antonio so I was curious on your take of Neo Performance Materials? I made a brief over view of the pros and cons in yahoo finance with the user name value.
@ResourceTalks
7 ай бұрын
Never heard of the company. But more importantly, I have no idea what I'm doing and I've never made any serious money in this space. So, you shouldn't want my opinion anyways.
@Kastra707
7 ай бұрын
Curious about lobos gold company he’s talking about, because I haven’t figured it out yet
@ResourceTalks
7 ай бұрын
Why does it matter what specific company he's talking about, if you know how he picks them?
@Kastra707
7 ай бұрын
@@ResourceTalks You are assuming I understand this information on a deeper level. Although it’s going to take a lot more work on my part to understand all this. It’s easy to make a biased decision for stupid reasons when you havnt internalized all the details like Lobo for instance. The reason I’m curious about the company is to see all the criteria being met as an example, cause it safe to assume even knowing this as little as I do I still don’t understand it like the smart money does
@taylorthompson1930
7 ай бұрын
He is him. Himothy, from him-buck-too
@ResourceTalks
7 ай бұрын
I see what you did there!
@gavinmccrae6487
7 ай бұрын
Would be cool if Lobo took it to Rule, who took it to his old boss, and they created a ppss etf. I would buy it.
@ResourceTalks
7 ай бұрын
I agree so hard.
@dannywooten8393
7 ай бұрын
Will someone tell me what PPSS is abbr for? pre productio- -?
@ResourceTalks
7 ай бұрын
Pre Production Sweet Spot.
@stijndeconinck6417
7 ай бұрын
45:40 Barrick eying First Quantum? :D
@ResourceTalks
7 ай бұрын
Maybe?
@georgeholloway3981
7 ай бұрын
It seems clear that this is well known, and therefore one has to front-run in. That's the difficulty here.
@ResourceTalks
7 ай бұрын
That's Lobo's pitch for the newsletter, and I don't blame him!
@FiatIsDead
7 ай бұрын
Great video here. It appears Discovery Silver (DSVSF) may be between Feasibility and and Development stages. What other companies do y'all see in this stage?
@Ashnola
7 ай бұрын
Cerrado Gold is another one. They have a mine in production already, but they will have a massive re-rate when they get their Brazilian mine built.
@FiatIsDead
7 ай бұрын
@@Ashnola nice. I'll check it out. Are you up to date on their permitting in Brazil? I know it's a challenge there.
@ResourceTalks
7 ай бұрын
Those are not the stages Lobo is referring to, though. "Construction decision" is the keyword here.
@MrRainrunner
7 ай бұрын
DSVSF "could be" at their "construction decision" AFTER their Feasibility study (due first qtr of 2024). They are currently between Pre Feasibility and Feasibility. The previous info. was gleaned from Forbes Gemmell's Nov 13th 2023 presentation at the Zurich summit.
@JosephineSmith-Sonian
7 ай бұрын
Yeah this 'could be' is the important part. Because if they have a few more quarters of bleeding money it could be over. Then and IF they will need to raise some capital and how they do they could greatly affect the stock price. @@MrRainrunner
@mutantryeff
7 ай бұрын
The audio volume seemed a bit high today. It could just be that we have been comfortably warm here and the frost in my ears has thawed.
@ResourceTalks
7 ай бұрын
Hm. Maybe? I don't hear an issue on my end.
@mutantryeff
7 ай бұрын
@@ResourceTalks It could also be that I'm transitioning to a new computer. I moved my two Yamaha MSR100 speaker monitors from the old computer
@wolfgangwust5883
7 ай бұрын
Volume actually has been too high for a couple of episodes.
@ResourceTalks
7 ай бұрын
I never touch the volume, so nothing has changed over the last episodes.
@sharesuccess7849
7 ай бұрын
Question For Lobo......Do you own any Australian Stocks?
@sharesuccess7849
7 ай бұрын
Just Answered my Question.....Yes!
@ResourceTalks
7 ай бұрын
Hahaha, yes, indeed.
@billyd1107
7 ай бұрын
Not able to watch the show any more but could you have Warren Irwin on again -- Uranium Bullishness is spiraling completely out of control
@ResourceTalks
7 ай бұрын
Why aren't you able to watch the show anymore, Billy?
@billyd1107
7 ай бұрын
@@ResourceTalks making big life changes moving new jobs -- had to cut a lot of things out
@SarisLT
7 ай бұрын
Where are promised Lobo Tiggre's real life returns?
@ResourceTalks
7 ай бұрын
As mentioned in the conversation, his track record is up on his website, with broker receipts.
@shakeypudding6563
7 ай бұрын
Interesting but a little too much click bait.
@ResourceTalks
7 ай бұрын
Where is the click bait?
@miket2916
5 ай бұрын
Some of the questions asked were lacking... really, how come no one came up with this before you? And then he proceeds to use that question to give a distracting and rambling, winded "answer"
@ResourceTalks
5 ай бұрын
What would you have asked, Mike?
@miket2916
5 ай бұрын
@@ResourceTalksYou ask loads of good questions/great questions and are an amazing interviewer. I'm just a random internet stranger giving an opinion. I love am a fan of the channel and your videos/interviews... it's easy to criticize from the sidelines and as a non-interviewer. I would have just omitted some of the questions
@socalsilver6397
7 ай бұрын
Side Note: In most cases, I’ve lost 💰 when holding on to the new company after a takeover. The winners came from the larger, better established companies, like Newmont, Agnico Eagle, Hecla etc. jr + jr = 🅾️ jr + maj = 💰
@ResourceTalks
7 ай бұрын
That's a decent formula right there, I like it.
@SrCiclan
7 ай бұрын
The Boss commentary is not correct, since they haven’t poured yet
@ResourceTalks
7 ай бұрын
Yes. Uranium is hard to pour.
@SrCiclan
7 ай бұрын
😂😂 point taken, used the word pour in the context of lobo's explanation.
@georgeholloway3981
7 ай бұрын
Who is just at the construction decision phase right now?
@georgeholloway3981
7 ай бұрын
Antonio, I know you're a subscriber of Lobo's. Do you find it good value?
@ResourceTalks
7 ай бұрын
I do. However, you're not me. I don't buy Lobo's picks blindly, but I use MyTake a lot when researching.
@terimclennan388
7 ай бұрын
I'm betting on the over!
@ResourceTalks
7 ай бұрын
Why?
@stefvanloon8988
7 ай бұрын
58'30"...DV anyone? lol
@ResourceTalks
7 ай бұрын
Why tho?
@stefvanloon8988
7 ай бұрын
I'll think about sending you an email, I'd rather not share my "feelings" in public
@billhickswasgreat3421
7 ай бұрын
"he's one of the nicer Russians" is just about the most horrific phrase I've heard in awhile. What an awful thing to say :/
@ResourceTalks
7 ай бұрын
Why?
@billhickswasgreat3421
7 ай бұрын
@@ResourceTalks, it is just soooo god damn demeaning. Like, he isn't nice. He is "nicer", though. As compared to those animals he grew up with. He is "nicer" than the garbage compatriots of the shithole country of his.
@ResourceTalks
7 ай бұрын
I see your point, but I think he means something else by "nice" than what you might be thinking, though.
@billhickswasgreat3421
7 ай бұрын
@ResourceTalks , he may as well. It is, however, irrelevant since he did not use that word, the implication that he did notwithstanding.
@kaptaan_original
7 ай бұрын
I agree. I didn't like that comment since he implied Russians aren't nice generally. He could have said, "he's one of the less whiny Canadians" and it would be insulting in general, but not necessarily untrue in the case of Canadians.
@agentlemadness1348
7 ай бұрын
Lobo doesn’t share, specifically, what his favorite stocks are.
@ResourceTalks
7 ай бұрын
He does, quite literally, and in the most detail imaginable.
@kaznika6584
7 ай бұрын
He offers two paid services for his opinions on specific stocks. So it wouldn't be fair to his members if they disclosed his picks here. (I am a member if you have any questions about the My Take service).
@blondegaijin
7 ай бұрын
Is membership expensive?@@kaznika6584
@brianwest7344
7 ай бұрын
3 videos stating the bleeding obvious and not one stock mentioned. I don't listen to videos to be told how to invest (I make my own picks) but if you going to spend 4 1/2 hours and not talk about any company pros and cons this is a waste of my time.
@ResourceTalks
7 ай бұрын
Highly disagree here. Lobo talks about his favorite type of stocks and how he picks them. Nowhere does it promise it will tell you what to buy.
@agentlemadness1348
7 ай бұрын
@@ResourceTalksyou’re playing semantics. Perhaps you should’ve made the title, “Lobo’s favorite type of stocks” since that’s what he talks about.
@gzme
7 ай бұрын
Isn't this video talking about a framework for looking at the pros and cons? I would think this is more useful than naming some stocks, especially if what you want to do is make your own picks. I guess if you want his picks, pay for his service?
@ResourceTalks
7 ай бұрын
This is disturbing behavior. The video delivers quite literally what the title promises. For free. No need to whine and split hairs. Fish < Fishing. Now watch it or move on.
@kaptaan_original
7 ай бұрын
I enjoyed this video and the others with Lobo Tiger
@tonyperrotti5049
7 ай бұрын
More of the same "click bait" ...What discovery was Rick Rule talking about ??? Your getting bad dude .. I'm done , going to unsubscribe.. you will never get another like from me.
@ResourceTalks
7 ай бұрын
You did listen to the literal first 5 minutes, right? Also, the report is linked in the description.
@tigerrider6711
7 ай бұрын
Excuse me is someone making light of endangered mosquitoes? Your permit has been pulled.
@ResourceTalks
7 ай бұрын
It happens!
@fritzbender5050
7 ай бұрын
Yes, I was wondering about letting your cat out of the bag ruining that edge on PPS.
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