| One of the great things about a powerful metals and mining bull market is that you don’t have to choose between riding your winners...and finding the next ones.
You can do both.
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| That’s especially true at this stage of the cycle, when money is increasingly flowing into the junior sector but enormous valuation gaps still exist between the companies the market knows...and those it hasn’t discovered yet.
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| I was reminded of that recently when I visited three of our Gold Newsletter portfolio companies that have already delivered tremendous gains for us (363%, 517% and 650% from our original recommendation prices).
They’re no longer undiscovered stories. But that doesn’t mean their stories are over. In fact, after getting back on the ground, talking with management and seeing what they’re doing with the drill bit, I came away convinced there’s still significant upside in each of them.
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| That’s an important lesson in a bull market: A stock isn’t necessarily expensive just because it’s gone up.
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| What matters is how quickly the underlying value is growing along with it.
And right now, some of the best companies in our portfolio are drilling aggressively, expanding discoveries and building value fast enough to keep the market chasing them higher.
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| But I’m Still Looking For The Ones Nobody Knows
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| Of course, the really exciting part of this business is finding them before that happens.
Which brings me to the newest recommendation in the September issue of Gold Newsletter.
This is about as early as you can get.
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| The company controls roughly 60 kilometers of a proven gold-bearing greenstone belt, with a long-producing mine just across the border. Early drilling is already returning broad, near-surface gold across multiple targets.
What stands out is the combination of scale, management and valuation. The team knows the jurisdiction, the shareholder list is unusually strong...and the company is still valued at under C$11 million.
Simply put, I don’t think a company with this team, this backing and this kind of exploration opportunity is likely to stay this cheap if the drilling continues to deliver.
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| That’s why it’s my newest Gold Newsletter recommendation.
And there’s much more in the September issue, coming out later this week.
We have more than 40 pages of company coverage, highlighted by my firsthand updates on the three portfolio companies I recently visited...plus updates on dozens of other miners and explorers in the portfolio that are making big news and the usual market commentary on gold, silver and the macro backdrop.
If you’re not already a Gold Newsletter subscriber, click here to sign up.
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| Brien Lundin
Publisher, Gold Newsletter
CEO, the New Orleans Investment Conference
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| Click Here
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To Gold Newsletter
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| CONFERENCE COUNTDOWN: 56 DAYS
The “Cheapest Asset In The World” Isn’t So Cheap Anymore
Oil is back around $94 a barrel today after briefly topping $97, as renewed U.S.-Iran fighting once again puts Middle East supplies in the spotlight.
That makes something Peter Boockvar told us at last year’s New Orleans Investment Conference look awfully timely.
Peter said:
“The cheapest asset in the world right now, I think, is the price of oil at $60.”
And he told attendees exactly what he owned:
“Oil is cheap. I own BP, Canadian Natural Resources, Occidental Petroleum...And I also own Shell.”
Since last year’s conference, those four stocks are up roughly 23%, 57%, 47% and 22%, respectively — an average gain of about 37%, before dividends.
That’s what New Orleans is about: gold and mining are at our core, but oil, inflation, rates, currencies and geopolitics all feed into those markets.
And in less than two months, we’ll bring the experts together again to figure out what comes next.
CLICK HERE
To Join Us At The 2026 New Orleans Investment Conference
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