IKN655 has just been sent to subscribers and here’s the cover note that went out with it.
Good Sunday evening,
Please find attached IKN655, which explains why Amerigo Resources (ARG.to) is an obvious buy at current levels, why Barrick (GBR.v) has room to buy Great Bear Resources (GBR.v…a 50/50 shot in my book), why Ecuador’s mining outlook is even worse than I thought last week, and why you need to be long copper going into 2022. Other things too, of course. There are always other things.
All feedback welcomed.