Picks for 2021 Comp
KCN (kingsgate Consolidated)
HRZ (Horizon Minerals)
BBOZ (strong bear ASX200 ETF)
BBUS (strong bear S&P500 ETF)
KCN is my top pick. I confidently expect a resolution of its litigation against the government of Thailand in 2021 and rumour is that it will be in February or even earlier if the Thai Gov settles before judgement. Optimistic about outcome.
HRZ to get a juniour goldie in. HRZ seems cheap for the resources it already has and for its tenements abutting town of Kalgoorlie. Holds a decent amount of cash and equivalents relative to its market cap and making a bit more from campaign mining and toll milling. Possibility of a deal done for its Nimbus silver project during the year - sale or jv? I like HRZ management so far.
BBOZ and BBUS would be well known inverse etfs to most that will make or break me in the 2021 comp. They being leveraged bear bets against the ASX200 and the S&P500. I have a tentative plan to buy these myself but only when I see a chart change, a luxury I don't have for the comp. I expect these to cost me early on but maybe come on hard from back of the field.
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