Geólogo Trader Newsletter - October
Jungle, Medellin, Colombia. Bought a new frontier exploration stock, traded a lot of stocks, and figured out another big step in the internationalisation path.
I’ve stepped into a new role with Andina Copper, Vice President - Technical Communication, which has meant spending a lot more time where the action is, in Colombia, and more specifically, the Cobrasco project + Medellín.
Over the past few weeks, I’ve been mapping through the jungle in Chocó, attending the Colombia Gold Symposium in Medellín, and spending time on site at Cobrasco copper project.
All while we’re on the ground with an exploration program for Ronin Resources in Argentina.
What I’ll focus on in this newsletter:
Andina Copper and Ronin Resources update (nothing non-public)
A new South American pure exploration play I’ve bought on the ASX. I’ll walk through why I like it from the perspective of a former orogenic gold exploration geologist. Not advice, just a punt on an interesting frontier target.
For those interested in internationalisation, what I’ve learned this month led me to a surprising discovery, a “factor” I had completely overlooked.
A rundown of all my trades this month, the good and the bad with a current portfolio weighting - the most I’ve traded in months!
What I’m looking forward to in the coming months.