More From Excelsior On March 5, 2021 at 10:39 am,
Excelsior says:
I’ve deployed the majority of my dry powder over the last 2 weeks, and decided to throw most of the rest of it at today’s market action this morning across a few different sectors. I also raised a bit of funds by trimming back Azarga Uranium and Novo Resources.
So far today, I’ve added to Silver positions in Silvercrest, Silver Tiger, and Alexco; to Gold positions in Minera Alamos and Jaguar Mining; to Uranium positions Energy Fuels and Ur-Energy; to Lithium position Lithium Americas; to Psychedelic Therapies position Mind Medicine; to Cannabis positions via ETF (MJ), and I finally started a position today in IM Cannabis [hat tip to Wolfster for bringing that one to our attention].
The day is still young and I have about 2.5% funds still available to deploy, and have considered bolstering some PGM/Nickel plays like Group Ten, or Platinum Group Metals, Grid Metals, Generation Mining, or New Age Metals, but haven’t pulled the trigger on those yet… Santacruz Silver also has pulled back nicely and looks compelling to add down here, as do a few other silver stocks.
Good luck to everyone here at the KER in their trading and investing in these volatile markets.
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