IKN

a plague o both your houses

An IKN preview

The two main features in this week’s IKN Weekly are;
  • A NOBS Fundamental analysis on a small gold miner operating in LatAm. I’m not giving out the name here, but subscribers should know which one it is if I say it’s the one we’ve already bought and then sold for a 42.4% gain earlier in the year. It’s time to give it a thorough examination and, now that it has retraced to its earlier valuation, consider whether it’s time to re-enter the position.
  • A overview of the current situation in Argentina as pertains to the mining industry. This is the third in the series, having already looked at Ecuador and Mexico from a macro perspective.
Of course all the usual fun and games as well, with relevant news, from the region (interesting stuff in Ecuador, for example) snippets on stocks and updates on our favoured stocks.

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