Investment Updates
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The DTM5 Starters and Bench Update
You all know by now I like my basketball analogies. The DTM5 strategy is a concentrated group of investments – Ideally 5 at a time – which I manage like a basketball team. In total, I follow on average 10 to 15 investments at a time, and I sub them in and out as circumstances… Continue reading
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Getting Lucky With LUCK
When I look at Real Luck Group (TSX – LUCK) I think of baccarat. The odds might be slightly negative, but it looks like a fun place to make a bet. Continue reading
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Double Dipping with QCCU
On Friday, QCCU – Quebec Copper and Gold was halted pending a news release which is almost certain to be their maiden resource estimate. It’s an exciting moment in the company’s development – the formal estimation of the size of QCCU’s resource base. I have been an investor in QCCU twice – First, building a… Continue reading
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Update on the DTM5 holdings
As you may know, I like investing in earlier stage companies that are focused on assets that have great long term growth potential. Here’s an update of the investments on the floor and on the bench Continue reading
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Mid Week Musings
Don’t believe the naysayers. Investing can be fun. One of the pleasures of being an investor in interesting things, is that there is always something to learn. As such, I’m always scanning my investment watchlist for developments, and surveying the sectors in which they exist. Even with only a few holdings, and a modest watch… Continue reading
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Galaxy Digital – Update
It is a ton of fun watching Mega Entrepreneur Mike Novogratz ride this wave and build this company. The seatbelt remains fastened, and the DTM5 continues to average into this monster bull of a company and sector. Hang on!! Continue reading
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Orefinders Resources – Strategic Development Update
Back on January 7th I wrote a post about ‘sleuthing’ for microcaps and my investment in Orefinders Resources. Well its been an interesting 3 months for little Orefinders. They’ve continued to explore and are reporting decent drilling results . They are preparing to spin out a subsidiary company (American Eagle Gold) to shareholders. And, just… Continue reading
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Friday Musings on HIVE and HUT 8 Valuations
Mining companies keep boasting about how many coins they are HODLing. What really matters is HOW those coins end up on the balance sheet. Continue reading
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Skylight Health Group – Update
A mere three weeks ago I commented on the interesting business of Skylight Health Group. Sunday Small Cap Comment – Skylight Health Group It was trading at $1.50 at the time, and my comment was I’m gonna keep an eye on it and if the price continues to come down I’ll do a deeper dive… Continue reading
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RF Capital Update – Riddles In The Dark
I issued a scouting report on the restructured RF Capital Group (TSX – RCG) on Feb 15. (https://dtm5.com/2021/02/15/rf-capital-group-scouting-report/) What a difference a few weeks can make! A that time RF was trading at $1.82 in a nice bottom / consolidation pattern. One of my comments was I’d have to see a major share price decline,… Continue reading