Mormons - Optionality List

[@robberg6840]

Thank you for caring for us. Your thousands of hours of due diligence research are a credit to not only your character and staying power in the face of gloom and doom but literal golden eggs. Semper Fi.🎉❤😊😊

[@jordannorton1795]

You provide us little guys with the insight and data that the big boys have. Forever grateful man. 👊

[@stanburman9978]

Don this is a fantastic review. It helps a great deal when you contrast two miners like Discovery and Silver Tiger. Thanks so much for your work with this.

[@horatio59]

Im a little late to this video but thoroughly echo the compliments and gratitude for your work Don

[@hart-coded]

thx found you of Natural Resource Stocks. love your work and reviews

[@JDawg-y6e]

Thanks for posting Don. I follow you on Twitter and appreciate your insights. Im nearly 60 and have very little in my IRA . I decided to keep half in cash and other half in some miners. I have 5 out of the 7, plus AGI and SAND. Hoping for success in miners but its worth the risk at this point. 3:20

[@daedalusjones3804]

Thanks Don for the in depth analysis.

[@longgowhereto]

My problem is the ADR experience(s). Trust is 100% damaged. But I listened and wrote down a lot - maybe I dip a toe in again as all seems so cheap. Anyway. It was a pleasure to listen and learn. Merry Christmas!

[@KashPapi10]

I'm starting, your videos are solid mate!! Shew

[@colinodonnell7258]

The best in the business!! Great video Don.

[@joeyf6133]

This is insanity to share this w us

[@douglas2835]

thanks don. I've been waiting for such a video and specifically, EXK. There must be a few large institutional tax loss selling or deciding they don't want the risk. Probably a good time to double up.

[@DonDurrett]

EXK is the cheapest Mormon right now. CDE was just as cheap but recently bounced. I added at $2.25. I would like to add some EXK at $1.80 if it get there.

[@billbarr9704]

Thanks Don! Very informative video.

[@Guilhem-h1q]

Legend

[@KevinKilgorepage]

thank you , when these pay off i want to meet you and thank you .

[@845Mario]

There are many videos about miners on KZbin, but very few with numbers. Your initiative is excellent. Thank you. In your presentation you do not seem to give much importance to size. Too small miners (under 5 M oz) may not be very enticing, unless very close to potential acquirers' existing mines. What do you think?

[@JPS40]

Thanks for your work! The big problem here is that the stocks your are proposing are either low grade, high capex, small, have a weak balance sheet or management problems. It could be interesting if gold goes from $2000 to a much higher number in a short period of time and oil doesn't surge likewise which is not something certain. It's interesting to see the hypothetical numbers but it supposes the management ability to avoid costs overruns and capex blowouts. Otherwise it's going to be "one step forward and two steps back" as gold went from $1600 to $2000 - a 25% rise - but these miners were all down. Disclosure: I own a 6-figure position in gold and silver stocks and I only chose quality even for optionality and I have positive returns on it

[@ravi36s]

can you briefly let us know what the high quality gold n silver stocks are ?

[@JPS40]

@@ravi36s Thanks for your comment! I am looking for high end management, high grade, long life big mine (NPV5%>$500m and NPV5%>>initial capex), good potential on the long term, capex which can be financed (generally initial capex

[@DonDurrett]

Take from it what you will. If you only find one stock you like, then it was worth your time. You don't get 500%+ returns without taking a risk.

[@JPS40]

@@DonDurrett Thanks for your comment! Agree every investment in mining bears risk. Thanks to you I found stocks I invest in and gave me good returns such as Southern Cross Gold and West Red Lake Gold Mines. My point here is just that these stocks may be cheap for a reason. Southern Silver seems to be a good play although I prefer New Pacific Metals. It lacks cash and a raise might the stock price which is already low. It also has a lot of zinc in it which may fall in case of a recession. I may double check

[@nathantinkler1862]

Don. I think we are getting close. Yandal resources on the asx - going to 20 bag

[@joshanderson3640]

I have 20K Silver Tiger shares. I hope we're both right. That team has already done it in Mexico multiple times.

[@KashPapi10]

Shew...lot shares boss

[@joshanderson3640]

@KashPapi10 they'll get the permit and this thing will 20x. Good luck

[@BigMike10960]

What do you think of Impact Silver? Market cap is 1/3 cash, and new zinc silver mine ramping up

[@DonDurrett]

I do own it, and I am hopeful it will perform well. But I wouldn't say that I'm excited about owning it. The problem is production growth. Can they achieve it? Perhaps, but maybe not.

[@joeyf6133]

Don any thoughts on Kuya silver? I think i heard you name drop them in a podcast, any thoughts ?

[@DonDurrett]

I like it as a spec bet, but the risk is very high. It's definitely not a slam dunk. Small producers are always risky.

[@johndonovan291]

Is the upside potential from the lows or when u made this video? tia

[@DonDurrett]

When I made the video.

[@lookingatthemarkets]

AG for the win

[@Guilhem-h1q]

Hi Don, do you still like element79 though they ve given up maverick? or without mavering you consider it's just a shitco?

[@DonDurrett]

No. They sold their flagship Maverick project. Very disappointing.

[@Guilhem-h1q]

@@DonDurrett yeah that s what i thought. Smallest always break your heart. Aguia and cerrado did too

[@joshanderson3640]

Other stocks worth a look. Banyan Gold, Liberty Gold, Erdene Resource

[@DonDurrett]

I don't like any of those. I have 80 stocks in my ideal portfolio. Those stocks are not even close to getting included. Liberty looks pretty good, but where is the guidance to production? They are leaving us hanging. Banyan has a big deposit, but they will sell it for a small premium, so no juice. Erdene recently gave away their gold project.

[@joshanderson3640]

@DonDurrett erdene didn't sell bayan khundii. Are you sure that is who your thinking of? Good thoughs on the others. We agree on Silver Tiger for sure. Cheers.

[@DonDurrett]

@@joshanderson3640 They gave away 50% in a JV. I sold when this happened.

[@joshanderson3640]

@DonDurrett ah, with the Mongolian partner. OK I gotcha. Maybe I'll sell on a spike. Thanks. Great vids

[@WHAMaTRON]

I never really understood stocks. I could get in to some trouble and get lost in it all.

[@Timothy_Pitt]

Stick to physical is a good plan

[@aryanmaheshwari2613]

Your opinion on Fury Gold Debt free and a 20% stake in dolly silver

[@DonDurrett]

Focus on easy. Fury is hard. If you like DV, I would buy that. Can you solidly list a path to a 5-bagger for Fury?

[@aryanmaheshwari2613]

@@DonDurrett from their filing We are pleased to announce that we have completed approximately 19,000m within 31 holes drilled between the Hinge Target at the Eau Claire deposit and the Percival Prospect, 14km to the east. We not only exceeded our planned 15,000m of drilling for this year’s program, but we also came in under budget,” commented Tim Clark, CEO of Fury, “Going forward, we have 16 more drill holes pending results and we reiterate that Fury remains one of the best positioned junior explorers in the sector.

[@DonDurrett]

The only way I will get excited is if you pivot to development on Eau Claire.

[@Kouros-t6d]

Thank you dear Don, I own both Triumph gold and Americas gold and silver...they both do sucks ....maybe it would be a good idea to switch to Silver X and Silver tiger ..I noticed that there is not on your list Cartier silver have you heard about it?

[@DonDurrett]

This is an optionality list. How much silver do they have in the ground? I see investors constantly sucked into high-risk lottery picks that are dependent on discoveries, yet discoveries are rare. Focus on easy. Avoid hard.

[@itzfifson6140]

Thanks for the video, first time on yt but follow on twitter