Replies to post #35516 on Value Microcaps Junior Miners

[checkmate28]

LC Also just want to say thanks, I much appreciate your updated briefings here. Over the years this board has provided a lot of good information.

[Lone Clone]

Now I am wondering , if they define a monster CRD district across Ruby Hill and the land they just purchased like they expect, whether IAU will spin out or sell off the CRD portion of the property so they can focus on their original idea of being just a gold producer..

You got me thinking about my moly exposure.

I have a large holding in MAI for their gold mines, but also they are going to spin out a Mexican moly/tungsten property, probably later this year.

Almonty Industries aka AII is bringing a giant tungsten mine in Korea back into production, with mining about to begin, but underneath the tungsten deposit there is also a huge moly deposit which they are starting to make noises about.

But my main moly exposure is though a good sized position in Amerigo aka ARG. Those roundups I post here concentrate om PMs, but I hope you guys are famailiar with this company. They process two sets of tailings in Chile, one historucal, one fresh, primarily for copper but also for moly. Their dividend yield is currently over 10% and is secure down to $3.40 copper, and anytime it gets much higher they get busy buying back shares, plus if copper holds above $4 there will also be special dividends. A core holding IMO.

Thanks for the heads up on Fortitude Gold. I will take a closer look.

LC