The Drop

 “The intelligent investor is a realist who sells to optimists and buys from pessimists.” - Benjamin Graham

"Whenever there is any doubt, there is no doubt. That is the first thing they teach you." - Robert De Niro -Rōnin Movie

"Life is a school of Probability." - Walter Bagehot

As of today, the Founder of World Storm Rider is 'All In' Goldmining Inc [formerly Brazil Resources].

Note we are not 100% chart guru's selling technical analysis. As storm riders we review multiple indicators have flashed an accumulation zone. Goldmining Inc. [GLDG] priced in Constitutional Money [paper gold COMEX price] shown above.

Goldmining CEO Amir Adnani has created a vehicle acquiring known assets in the ground including significant drilling data during the bear market cycle. Appreciating the fact not all ounces are created equal - simple analysis of this company with low G&A [optionality strategy], no debt and 22M in gold assets priced around $4 & 1/2 dollars per ounce.

In March of 2021 the company created a subsidiary called GoldRoyaly with an increased IPO of $90 million raised and a current market capitalization of $350M. Current shares held by the company have created an income source of netting near $50M in assets managed by David Garofalo [former CEO of GoldCorp] & Ian telfer as chairman of the advisory board. Mr. Telfer is known for being the conning officer of Wheaton River Minerals led by strategic financing from mine finance legend Frank Giustra:

"Through GoldMining’s strategic holdings of 20 million shares in Gold Royalty (NYSE American: GROY), the Company has built an extremely robust and flexible balance sheet with approximately $120 million in cash and marketable securities. Following GROY’s commencement of an inaugural dividend, GoldMining expects to receive roughly $1 million in dividend cash flow per year. The value of this dividend cash flow cannot be understated, as most exploration and development companies are negative cash flowing and are forced to dilute shareholders, whereas GoldMining is in a unique position to have meaningful, and potentially growing dividend cash flow." - goldmining.com

Current Assets include 663 M&I Mbps [1.1B inferred] of Copper & 10 M&I Moz of Silver.

GLDG shares have been 'compressing' - Building assets & now a new royalty company / subsidiary. The Rea Uranium property in the mineral rich Athabasca Basin appears to be priced at Scrap

Mining Legend and Lumina Copper [mega optionality] builder Ross Beaty noted the strength of Management.

Past skeptics like Brent Cook, most reputable geologist and newsletter writer noted to Marin Katusa of this company being a 'greater fool theory' stock. We disagree and welcome the sale. Rick Rule, Katusa & Doug Casey have shown their skin in the game regarding this company. Company builders are different than consultants & traders.

We are fortunate to retain real industry experience in manufacturing & capital markets with a prominent New York Warehouse. Personal conversations with R.A. Quatermain of Silver Standard [mega optionality company] at the 2004 San Francisco Mining Conference & Buenos Aires [2006] helped better comprehend this strategy and potential leverage if executed properly.

Conviction and differences of opinion are what makes markets fascinating.

As of 2022 the industry is still not finding many deposits. Only past concern was Columbia and WEF / Davos Man Frank Guistra has answered some questions there as he has focused his attention on large tier one deposits in Columbia with his new creation Aris Gold. [1]

We have been building our balance sheet as well as Mind & Body. Clarity is Essential.

The seas appear to be shifting for the precious metals markets. Positioning and preparation are essential points to ride big game. We're all in ready for the swell. One has to be onboard before the train leaves the station. U$D is now at a 20 year high with gold holding steady... these are storm conditions not seen since 2001.

Goldmining Inc. [GLDG] priced in general equities [S&P 500].

    - Christopher

1. David Garofalo is Chairman and CEO of the Marshall Precious Metals Funds and Chairman and CEO of Gold Royalty Corp. He is the former President and CEO of Goldcorp Inc., a position he held from 2016 until its sale to Newmont Corporation in 2019. Prior to Goldcorp, Mr. Garofalo was President, CEO and Director of Hudbay Minerals Inc. (2010-2016), Senior Vice President, Finance and CFO and Director with Agnico-Eagle Mines Limited (1998-2010) and Treasurer of Inmet Mining Corporation (1990-1998). Mr. Garofalo was recognized as the Mining Person of the Year by the Northern Miner (2012) and was named Canada's CFO of the Year by Financial Executives International Canada (2009). Mr. Garofalo holds a BComm (with distinction) from the University of Toronto. He is a Fellow of Chartered Professional Accountants (FCPA, FCA) and a Certified Director of the Institute of Corporate Directors (ICD.D). He is a Chairman of Great Panther Mining Limited and a Director of the Greater Vancouver Board of Trade and the Vancouver Symphony Orchestra. Mr. Garofalo serves as Chair of Aris Gold’s Audit Committee.