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Marathon Gold Corp T.MOZ

Marathon Gold Corporation is a Canada-based gold exploration and development company. The Company’s primary business focus is the exploration and development of its flagship asset, the wholly owned Valentine Gold Project, located in Newfoundland and Labrador, Canada. The project comprises a series of five mineralized deposits along a 32- kilometer system. Its prospects are located along the Valentine Lake Shear Zone and include Frank Zone, Rainbow Zone, Triangle Zone, Victoria Bridge, Narrows, Victory Southwest, Victory Northeast, and the Berry Zone. In addition to the Valentine Gold Project in the Central Region of Newfoundland and Labrador, the Company holds 100% interests in the Bonanza Mine, a former mine located in Baker County in northeastern Oregon, the Gold Reef property, an exploration property consisting of approximately 12 hectares of claims located near Stewart, British Columbia; and a 2% net smelter returns royalty on precious metal sales by the Golden Chest mine in Idaho.


TSX:MOZ - Post by User

Post by templetooth2on Sep 14, 2022 12:39pm
216 Views
Post# 34962026

General thoughts

General thoughts
Years  ago, in a less-complex time, Warren Buffett set out some of his investment criteria. One such was that you should only invest in a business that any idiot could run, because sooner or latter, it would be.

I'm not sure why, but the gold mining industry seems to have more than  its fair share of poor decision-makers. It seems that a substantial subset of the executives who run this industry are determined to make bitcoin a credible investment asset.

Calls by some posters urging holders to sell and move on are wasting their breath, however much one might agree with that advice. In truth, true believers in a stock who have convinced themselves of the merits, will not listen to nor accept such advice. If anything, advice well-intentioned or not is more likely to cement an opposite, obstinate attitude. A huge proportion of the human race, probably a majority, is genetically indisposed to receiving let alone acting on advice. You could waste serious amounts of effort trying to persuade people that Belo Sun Mining is the worst scam in the world, to no effect.

I happen to agree that Skeena is the best development play in the industry. However, the Albino Lake bonanza might not just fall into our laps as surely as the sun will rise tomorrow. I have read the Gold Commissioner's decision. If you want a realistic reading of what the court will decide, you should flip a coin. Whatever the outcome, Skeena looks to have a more interesting future than MOZ over the next 15 months, if only because the competition is so poor. What can you realistically expect from Marathon? Two tax-loss seasons and not much else.

Forget the idea of a takeover. There might have been a very brief window where that was possible, not now. This comes down to arithmetic: a possible acquirer would logically prefer to deal with 270 million outstanding shares rather than 505 million.




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