Santacruz Silver Mining Ltd V.SCZ

Excelsior's Portfolio

[Blazesb]

@Excelsior I talk to a lot of folks here at ceo.ca in private chats, and we discuss companies that we like. Many times people ask me what stocks I like, and it is a hard question to answer because my portfolio has more stocks than many would advise, and is fairly diversified across different commodities. Everyone has different focuses, sectors, risk tolerance levels, and approaches. My strategy is as an active trader, rotating in and out of companies quite often, and the #portfolio is always in flux. My trading account is up 227% on the year, and 376% off the mid-March sector lows. It seems easiest at this point to just send over my current portfolio of investments, but I’m not going to include ticker symbols or the commodity tags(so as not to spam individual company or sector rooms). I’ll tag #mbgtrends, because there are some cool folks in that room. :-) > First up the Silver stocks: ~Silver ~Producers Silvercorp Metals Coeur Mining Americas Silver Corp Endeavour Silver Excellon Resources Golden Minerals Impact Silver Corp Santacruz Silver > ~Silver ~Developers Alexco Resource Corp Aurcana Corp Silvercrest Metals Bayhorse Silver Discovery Metals Corp Kootenay Silver Inc Silver Bull Resources Dolly Varden Silver > ~Silver ~Explorers Metallic Minerals Vizsla Resources Corp Silver Tiger Metals Defiance Silver Brixton Metals Blackrock Gold Corp Reyna Silver Corp Orex Minerals Inc > Here are my gold stock holdings: ~Gold ~Producers Argonaut Gold Jaguar Mining Galiano Gold Roxgold Inc Gold Resource Corp McEwen Mining Northern Vertex Superior Gold Inc Galane Gold Harte Gold Wiluna Mining Corp Anaconda Mining Inca One Gold Mexus Gold ~Gold ~Developers Pure Gold Mining Minera Alamos Novo Resources Baru Gold Corp Lion One Metals Orezone Gold Gold Standard Ventures Sabina Gold and Silver Treasury Metals Triumph Gold Freegold Ventures Cartier Resources O3 Mining Inc Scorpio Gold Nighthawk Gold Wallbridge Mining Bonterra Resources Falco Resources West Vault Mining Fury Gold ~Gold ~Explorers Orefinders Resources Precipitate Gold Goldon Resources BTU Metals Corp Goliath Resources Ltd Westhaven Gold Corp QMX Gold Corp Azimut Exploration HighGold Resources Sarama Resources > I have also doubled the amount of ~Royalty companies I hold in 2020: Sandstorm Gold Metalla Royalty & Streaming Maverix Metals Elemental Royalties Ely Gold Royalties VOX Royalty Corp Golden Valley Mines Sailfish Royalty Nomad Royalty Company > Here are my ~Platinum & ~Palladium stocks: Jubille Platinum Platinum Group Metals Group Ten Metals Generation Mining New Age Metals Grid Metals > Here are my ~BaseMetals Stocks: Sierra Metals Inc Wester Copper & Gold Trevali Mining Corp Filo Mining Kodiak Copper Corp Cantex Mine Dev. ZincX Resources QC Copper & Gold *Regulus (sold it until they can work things out with the locals) > Here are my ~URANIUM Stocks: (I will be adding more) Energy Fuels Inc Ur-Energy Inc Denison Mines Corp Nexgen Energy Ltd Uranium Energy Corp > Here are my ~Lithium stocks: (I’m considering adding more) Orocobre Ltd Galaxy Resources Pilbara Minerals Lithium Americas Corp > I also have a growing (GBTC) position in ~Bitcoin, but I trimmed it back a bit into today’s surge. It’s a bit clunky to keep up with this many stock positions, and I’ll likely make some swaps as the #Q1Run unfolds, but for now, those are the horses with my bets in place for the new year. Ever upward!

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[Blazesb]

My final Excelsior post of the year--amazing that SCZ has the smallest market capitalization of all silver producers!  See below: >> Santacruz is one of my heavier weighted positions in the overall portfolio and in the Silver sector, and it actually climbed to #1 out of all the holdings recently, so I had to

[VoxContrary]

Good stuff - thank you for sharing this!  HNY

[Blazesb]

Excelsior posts about ALL 40 of his companies either at Kereport or CEO.ca.   Imagine the work!  I can't imagine investing in that many companies or trading every day.  Too addictive. Yet he is anything but a mindless action junky.  He does all sorts of fundamental research which he shares online and uses technical analysis/charting to skim small profits after small

[VoxContrary]

While we are sharing, I found SCZ back near the last peak, from a newsletter by Matt Badiali when he was writing for Stansberry.  I started buying at USD $0.70, and I have chased the loser all the way down to $0.03, yielding an average buy price at around $0.20. So now, I'm sitting on a far too large bet on the revival of silver as an industrial metal and continued currency debasement

[Blazesb]

Congratulations on hanging in there all this time.  Not an easy thing to do.  And now you'll be tempted to 'escape' early...if this thing really rides high on the silver bull we all know is coming...except that what if the market goes down and precious metals go down with it? 'Sell to the sleeping point' goes the old saying.  I'm in deep here with a long

[mferguson71]

It will be nice to see this company continue to push forward as an undervalued producer. If you like turn arounds check out Telson TSN and VQA. VQA is going from explorer to a small producer. Another one I like is CMMC on the copper side as far as producers go. Would be interested in seeing the names of the few companies you have researched Blazesb. I'm always interested in names that I dont

[Blazesb]

mferguson71. Thank you for the tips. Copper has had a great run--wish i'd participated. I own two companies.   Jaguar Mining (gold) has a  profile similar to SCZ and is in better financial shape.  No debt and production ramping up. As we're all anonymous schmos with an opinion doing your own due diligence is essential but, that said, some endorsements are more

[GoldenEra]

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