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Strike Price

Fjord Phil

Your local mining moron

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Substack
PricingOnly free issuesPublishesWeekly
Issues24Founded3 years agoLast Issue2 months ago
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Latest Issues

Notes From the Drawdown

The boys after today

Is this the end of the gold and miner cycle?

Of course not. An exogenous event has rattled stocks and spooked retail sentiment, and now people on Twitter are panicking about fuel costs and inflation, when energy is ma...

2 months ago
5

Personal Portfolio Update February 26

One week or so back from 121 Indaba. Africa is generally pretty dicey, but my takeaway was that Ghana and Côte d’Ivoire are often highlighted as jurisdictions where you can drill extremely cheaply, permit easily, and operate without too man...

3 months ago
8
3

My Precious Metals Mining Portfolio

I am running the “model pf” as a stock picking exercise, not sure what my plans are, I might discontinue it or move to another model, here is my current perosnal gold miner pf anyways:

Red Pine
My top pick as can be laid out in my write...

4 months ago
17

Model pf update

This is not investment advice, I just want to see if I can beat the main mining indices over time by stockpicking.

The PF has done well, these are the old weights:

Cassiar gold SOLD
For reasons laid out in my writeup on them, the stoc...

4 months ago
5

US Gold | Great Name, Good Mine

I am actively participating in the current financing (5/12/2025). As such, this report should be considered marketing material, as I am materially biased due to my participation. I have not received any financial compensation from USAU, nor...

4 months ago
6

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  • Fjord Phil

    Norwegian greenhorn investing in Mining/Offshore/Shipping/Energy I write here as part of my investment process

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