Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the rationale and lessons he hopes to share through tracking a constructed “Gamblore Portfolio” of 20 earlier-stage exploration stocks over time. The companies included are really more alpha plays that have his interest based on their current risk/reward profiles, and because of recent or pending company news that could drive the value creation, regardless of PM market sentiment. He also outlines why he feels it is easier to find quality management teams and better capital costs in the gold exploration companies versus the silver explorers.
Companies discussed are Headwater Gold (CSE: HWG) (OTC: HWAUF), Tectonic Metals (TSX.V:TECT) (OTCQB:TETOF), Inflection Resources (CSE: AUCU) (OTC: AUCUF), Magna Mining (TSX.V: NICU) (OTC: MGMNF), and Western Alaska Minerals (TSX.V: WAM) (OTC: WAMFF).*
*In full disclosure, the companies mentioned by Erik in this interview, are positions held in his personal portfolio, and also may be site sponsors of The Hedgeless Horseman website at the time of this recording.
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