Wednesday, February 25, 2026

profit only ;o)

this will be a really strange and for you most likely boring blog post, my dears. why do i write it then? well, it is just for me to keep track on some of my investments which developed nicely

in some cases i sell part of a particular stock market position that way, that i withdraw the money initially invested and keep just the profit only stake. i plan to continuously list these investment here and hope it will help me to make a better decision whether to keep / reduce / increase that particular position. all this is just needed because in my broker's trading app i can just see the current value and the average price of each particular position, but logically not the profit & loss on investments i've sold (years) before 😇

btw, why should i sell a stock which doubled, tripled or even multiplied 10 times at all? well, my positions are most often not the type of technology or market / industry leader companies like google, nvidia, amazon, tesla, microsoft or the like which are going to lead their industry for long or at least stay or survive for ever, you know? many, many of my positions are junior mining aka resource exploration micro caps or other highly risky investments which can progress phenomenally on good news or on market hysteria in a particular sector (gold, silver, rare earths, lithium, bitcoin mining, AI, graphene, cannabis, ... ), but also can go bankrupt easily when the market conditions change or some needed approval by local governmental or environmental authorities will be rejected, a legal case lost, some financing / debt issues go wrong or the like ...

yes, i've had already ten baggers in my portfolio which went bankrupt and this hurts like hell, my dears (e.g. the canadian junior gold explorer tara gold + tara minerals, the australian coal play balamara resources, ...). it hurts even more when a huge positions of mine and simultaneously even a quite succesful or at least promising businesses broke apart. in my case it was mostly between 2011 - 2015 when the precious and base metals prices collapsed. the particular failure reason was always different, just choose between poor management, failed bank loans, fraudulent actions of some investment funds or other entities, production costs higher than earnings, legal disputes and the like (great panther silver, andover mining, baja mining (fraudulent mngmt), crescent gold [they just have'd bad luck as heavy rains in australia floaded their new and already 100k oz gold per year producing mine and they just havent have any money to repair it and also no tailings they could process instead of mine's output to get at least some money (= equals poor management and completely missing risk management, of course)], buffalo gold, inca one (fraudulent management), royal roads, bravada gold, colt resources, idaho's silver valley trio around the historic sunshine mine sterling mining (est. 1903) + minco silver + shoshone silver, the jaguar mining with its gold mine in brazil, alexco resource corp, G.E.T.T. gold, goldsands development, nevado resources (fraudulent mngmt), panex resources, petaquilla minerals ~ gold in panama, petrol one, full motion beverages (former xxx?), veris gold, world copper ltd, targeted microwave (former burcon nutrascience? no, it was s.th. else before), uc resources which later became the highly succesful crypto company voyager digital and failed after the takeover when the new owners tried to save their own ass after the bitcoin (BTC) crash in 2022 [just read the major bankruptcy reason by googles gemini AI: Der Hauptgrund war der Zahlungsausfall des Krypto-Hedgefonds Three Arrows Capital (3AC), dem Voyager über 650 Millionen US-Dollar geliehen hatte], argo blockchain, my failed market bets with premiere-TV and oil price call options, the green energy EECH fund (fraudulent mngmt), qimonda AG, wirecard, ... it is a long and painful list for me, indeed. i hope this negative experience will help me to avoid similar mistakes in the future, wont it?

on the other hand, there is also the other side in my portfolio with succesful copper + silver + gold mining businesses and some technology as well which currently overweight these above mentioned losses by far 😆

picture taken from a presentation of one once quite big position in my portfolio and
later bitterly by incompetent management destroyed silver producer great panther silver 
(they've decided to 'go big' in brazil instead of focusing on their 
profitable mexican silver mine and failed on bank loans completely)

~~~

just to make clear, i do not have any uranium, weaponry & military equipment, big pharma, banks, mainstream media, casino, cannabis and the like equities 😎

~~~

what about this 'warren buffett' approach instead? 

some AI generated 'warren buffett' stock market wisdom.
not bad, if you asked me 😇

~~~

and here comes my profit only investments aka my #letjusttheprofitsrunlist:

  • NIM (TSX-V) nicola mining ~ copper explorer in canada
  • SVE (TSX-V) silver one ~ silver explorer in canada
  • CAD (TSX) colonial coal ~ coking coal explorer in canada
  • ATCU (TSX) alta copper ~ later overtaken by the australian mining and clean energy company fortescue ltd. FMG (ASX) for an all-cash settlement
  • BOX (NYSE) box inc. ~ IT / software content company which i've later sold completely. today i see it was a good decision as i could sell at approx. $32 in december 2025. the closing price at the NY stock exchange today was some 30% lower at only $23.02 => lucky me 😃
  • PLTR (NASDAQ) palantir technologies. it just performed like crazy recently, so i've sold a part of it. btw, in my office job i do sometimes program some small queries with their palantir foundry 'contour' big data tools and yes, it is just a tool (e.g. like a knife) which you can use for good or for bad by your own choice
  • ASM (TSX) avino silver ~ here i'm not sure whether i've withdrawn all my initial investment or just a significant part of it. anyway, avino developed from explorer to a profitable silver producer in mexico last year, so at the current record silver prices it is hopefully good to keep as much of it as possible, isnt it?
  • DBG (TSX) doubleview gold ~ copper / gold / cobalt explorer in canada ~ the major reason i've sold 50% of this shortly acquired micro initial investment today is THIS PARTICULAR BLOG POST, my dears. i've just seen the stock price jumped +38% today on some resource update, so i've immediately thought it could enhace this list. yes, just this stupid extroverted want-to-publish blogger's mood in me😉. on the other hand i have invested more money than i currently have via my margin account which costs me abt 7% interest p.a., so it was also an opportunity to reduce my debt at my broker a little bit. the very next day (26.02.26) soared this stock 12% and next day even additional +15%. the insiders probably know already there will be some positive outcome / positive price moving event soon, dont they?
  • NUAG (TSE) new pacific metals ~ silver + silver/lead/zinc explorer in bolivia
  • LS9BFD (frankfurt) NoLimits wikifolio fund managed by the molecular biologist dr. richard dobetsberger
  • EDR (TSE) endeavour silver ~ a mid term silver + gold + copper producer in mexico & peru ~ febr 27th, 2026: i've sold 75% of my shares today at CAD 18.97 which of course is a fair performance of the stock anyway and it was at almost daily high when gold + silver + almost all precious metals went up like crazy the last 30 minutes of trading and it was just TWO minutes before the stock exchange closed and it was only few hours before israel + usa attacked IRAN 😭. it means few fat cats out there knew already what will usa + israel do next, didnt they? thats why Au+Ag soared that much today and especially the last few trading minutes. even if i oppose wars whereever i can and attend peace demos against u.s. army + NATO as often i can, my since years Au-Ag-Cu-based stock market portfolio reached an all-time-high in this inflationary cycle today. so at least i can easily compute how much i will loose on war on moday, isnt it? anyway, wanna read my hands-of-IRAN-blog-2019? everything is still true today like it was then ...
my remainig EDR stuff is profit only. why did i sell that much in a silver bull market? well, these mining guys released their Q4/2025 results today and you know what? despite an increase in sales by 300% they've still made a financial loss!!! what price do they need to reach the profit zone? huuuuu? whats the matter with that mngmt? heaven & hell, their silver + gold + copper derivates lost more than all their mines combined delivered on profits. these market misunderstanders have shorts in this bull market environment!!! the same situation was in Q3/2025 as well, which means, they didnt do anything to avoid it in 3 months of continuously rising silver market. just in case you dont understand why should a primary silver producer go short on silver price aka sell silver derivates (futures or options) aka hedge its production costs and thus limit own profits in case its product sells higher aka bet against its own product, there is at least one possible use case for that logic. just imagine, this producer worries abt his production costs / financing needs for some new mine and simply cannot afford to sell his production lower than e.g. $41 per ounce. if they can 'secure' to sell their estimated mine production via financial derivates for e.g. $45, they think they'll survive that year without going bankrupt. of course, the price of such 'short derivates' goes up only when the price of underlying metal Ag / Au / Cu falls and their price drops when the price of Ag / Au / Cu increases. thus became 2025, the dream year for (almost) all silver producers + explores + investors + speculators, a real nightmare for the stupid endeavour mngmt. just imagine that the silver price soared +142% in 2025. btw, to sell all silver production forward at a fixed price makes often sense for a (junior?) primary gold / copper / lead / zinc producer. why? easy. they get that money in front, have no high risk as they know the'll produce the silver ounces needed to cover the derivate position and on top they can use that money immediately to finance / improve their Au / Cu / Pb / Zn production facilities or processes.
  • DSV (TSE) discovery silver ~ gold producer in canada + silver explorer in mexico
  • ...
  • ...
  • ...
  • hopefully coming soon on the next price increase: SVRS (TSX-V) silver storm mining, USAU (NASDAQ) u.s. gold, TOC (TSX-V) tocvan resorces, ARU (ASX) arafura resources, BOC (ASX) bougainville copper, LYC (ASX) lynas rare earths, HUT (TSX) hut 8 corp bitcoin + crypto mining, TMQ trilogy metals + NB niocorp (both are my old struggling investments and recently also donald trumps 'strategic metals' move), USA (TSX) americas gold + silver, FF (TSX) first mining gold, ...

... maybe more coming soon when i examine aka go through my portfolio and my last years market transactions, or at least with new corresponding transactions in 2026++

Sunday, February 22, 2026

ehrwalder alm, tirol, AT

skiing in the rain below the zugspitze (2962m) 🌋in tirol, austria, AT. the ski area goes from 1,110m to 1,950m and we've had a temperature between +2°C and +7°C. it is the sunny (southern) side of the zugspitze massif and yes, later came the sun as well 🌞

ehrwalder alm, tirol, AT
tiroler alm, the restaurant at the hill station
 of the ehrwalder almbahn cable car

...  MORE COMING SOON  ...



more pictures here.
eof

Sunday, February 15, 2026

kühtai

 skiing above 2,00m in kühtai, tirol, austria, AT ... unfortunately almost everywhere just the icy artificial snow 

i've been here many many years ago in summertime just to hike up the 3,000+ m high sulzkogel peak, you know?

... COMING SOON ...

...

Saturday, February 14, 2026

MSC 2026 = the yearly new wars planning event in munich

the MSC, munich security conference, also known as sicherheitskonferenz, SiKo and among peace activists especially under its original name wehrkundetagung, which means military issues conference. if you just read the list of attendees (it used to be simpler & better, maybe they'll update it later on) and the list of sponsors (boening, lockhead martin, diehl, heckler & koch, palantir, airbus, j.p.morgan, MBDA, rheinmetall, ...)
initiative #2, odeonsplatz
2 key points from a former demo of this initiative:
 peace instead of NATO and peace instead of friedrich merz 😄

well, the attendees inside their closed rooms promote weapons & wars. outside, we activist in the cold munich february rain, want to stop NATO + stop wars and hope for peace on earth 🙏 

there have been 4 major protests / initiatives due to MSC:
  • #1 the traditional peace movement started traditionally at karlsplatz stachus, walked through the streets of munich to the marienplatz, where the closing rally (with maybe 3,000 attendees) was.
  • #2 the new peace movement, which was formed 2014 against the coup de etat + war in ukraine and developed later to an anti WHO and anti state orchestrated corona-measuress alliance, started this year at the odeonsplatz. then it walked through the streets of munich back to odeonsplatz for its final rally (top speaker was the pastor eugen drewermann) (maybe 3,000 attendees)
  • #3 there was a a quite small pro-ukraine and anti-russian demo in front of the opera at max-josephs-platz, too .... (maybe 500 attendees, the most of them most likely germans)
  • #4 AND A HUUUUGE demo with abt 250,000 mostly iranian attendees advocating for freedom + democracy + shah reza pahlavi (schah auf DE) in IRAN. on that day were pro-iranian demos in many cities of the world with over 1m participants. this alone tells a lot abt the iranian diaspora, doesnt it? the bigegst demo was in toronto / canada with more thean 350,000 folks out there and not many less were in losangeles. munich was the biggest in europe and there was a very special speaker on board: the leader of the iranian exil opposition, reza pahlavi, the son of the last iranian shah, reza pahlavi sr. ... you should have to hear the screams of the crowd when he came to the stage! the people love him, i think ... here were many mostly big + expensive cars with iranian flags from many places in germany, few from switzerland / netherlands / italy / france and even from great britain. well, lets hope these symphatetic and highly civilized persian people will get their freedom (freedom of choice?) and not the standard american style democracy recently rolled out in iraq, afghanistan, libya, ukraine, syria,
initiative #1, marienplatz => go to hell, NATO!

initiative #2, odeonsplatz

initiative #3, ukraine

initiative #4, iran aka persia
i do understand american + iranian flags here. but israeli flags?
is israel really iran's people friend? i doubt it really. 😇
~~~
unsorted:
the empty wittelsbacher platz
is that putin?
some communists groups
the beautiful new town hall, munich, marienplatz square
the old town hall in the middle left to the tower
the orag house close to sendlinger tor
karlsplatz-stachus was busy before, now empty
the hackerbrücke bridge
go iran go :-)
theresienwiese
what a huge flag!
shah reza pahlavi jr. or who?
are israel + iran really friends?

more pictures here.
the last year's event MSC-2025.

Sunday, February 1, 2026

harikiri skiing, zillertal, AT

what a wonderful skiing in the zillertal valley in tirol, austria (=österreich), AT. 🏂🌋🌞 

i was alone, so i could wonderfully concentrate on my feelings + thoughts, especially abt my investment strategy for the next few weeks/months due to the soaring gold + silver + copper + mining stocks prices and the unbelievable volatility which most likely could mark some major market peak, cant it?

the most famous ski run in this mountopolis area is the steepest track in austria, harakiri with a 78% declension. i've tried twice, but the icy artificial snow piste vs. my 10 years old unserviced skis with completely blunt edges (stumpfe kanten) was not any nice experience. later they've even closed the harakiri run completely due to few injuries out there ... any lessons learned? yes, i've brought my skis to a service the very next day 😀⛄🍀

indeed, there was not enough snow in this mountopolis ski area, which is 1,600-2,400m high, so we've had just the artificial icy snow all over the place ...

if mountopolis, then start your tour at the horchbergbahn cable car from stockach / schwendau. why? you dont need to stray all over mayrhofen looking for a parking place and on top is the parking at the horchbergbahn base station for free. will you remenber that advice? promised?

mayrhofen. do not tap into the city center for skiing 
horchbergbahn cable car, base station, here we go ⛇
skiing is not for free ...
mountopolis ski area
harakiri ski slope. 78%
knorren lift => harakiri piste
lunch at the lärchwaldhütte at 1.999m in the penken area
penken express
4er nordhang lift
how the world looks like through my ski glasses 😎
hello? wanna jump down the rock?
the day is almost over, isnt it? how to come back home?
do not stop in any of the many apre-ski bars, my dears! no matter
 whether it is called kamikadze, yeti-bar or anything else, will u? 😈

few more pictures here.

wanna look at my last years ski visit to zillertal in zell am ziller / zillertalarena?