Wednesday, February 25, 2026

profit only investments ;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 intended especially for me in order to keep track on some of my investments which developed nicely. you will find the continuosly enhanced list of names and often also some short comments aka inside info at the bottom of this blog post.

okay, 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 investments 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 only 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 ๐Ÿ˜‡

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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 time or at least stay or survive for ever (in terms of my remaining lifespan, of course). many, many of my positions are junior mining aka resource exploration micro caps aka penny stocks 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, graphene, crypto + BTC + bitcoin mining, IT software + hardware like e.g. semiconductors + AI + machine learning + big data + cloud services + quantum computing, vaccines, cannabis, casino, banks, weaponry, ... ), 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 goldinca 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 which i've bought in order to take part of the re-opening of the sunshine mine ... unfortunatelly, none of them succeeded and there is some follow-up initiative after their bancrupcies which intends to open the mine in 2028 ... of course, small shareholders like me lost all of their investment completely; the jaguar mining with its gold mine in brazil (fraudulent mngmt), alexco resource corp; G.E.T.T. goldgoldsands development, nevado resources (fraudulent mngmt); panex resourcespetaquilla minerals ~ gold in panama; petrol one; full motion beverages (former xxx?); veris gold; world copper ltd (fraudulent mngmt); 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 รผber 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 (fraudulent mngmt); ... 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 ๐Ÿ˜†

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, big banks, mainstream media, casino, cannabis and the like equities ๐Ÿ˜Ž

~~~

what about this 'warren buffett' approach instead? 

some AI generated 'warren buffett' stock market wisdom.
not bad, if you asked me ๐Ÿ˜‡

... or abt the (turtle traders?) trading tribe trend following system?

~~~

finally, here comes my profit only investments aka my #letjusttheprofitsrunlist:

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  • 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 (former name candente copper) ~ copper explorer in peru, later overtaken by the major australian mining and clean energy company fortescue ltd. FMG (ASX) for an all-cash settlement
  • BOX (NYSE) box inc. ~ IT / software content company. few days / weeks later i've sold box 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 ๐Ÿ˜ƒ
  • 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 analysis 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. in our office, we use it to validate (and thus in some way also to calculate) warranty rates for our cars ๐Ÿš—
  • 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 me๐Ÿ˜‰. 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 ๐Ÿ˜ญ. 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 wherever 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 as 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
  • LRA (TSE) lara exploration ~ gold + copper + vanadium explorer in south america with projects in chile, brazil, peru (50% of the existing position sold on 2026-03-10)
  • PML (TSXV) panoro minerals, copper explorer in peru. i've sold half of my position at an 5 years high or maybe even at all-time-high of CAD 0.92 on april 9th, 2026 ... it is not always good to sell a rising stock, you know? well, 1 or 2 weeks later was panoro @ CAD 1.21 ... but yes, there are also many examples where a stock skyrockets on some hopes or insider knowledge ... and then the things turn worse and the price collapses ... e.g. my BOC (ASX) bougainville copper was already at AUD 2.50 in 2025 and i just started to think i could / should sell a part of it, then some legal issues went wrong, the trading was haltet for few days and then the share prices dropped by morte then 50% in one day ๐Ÿ˜“... today (april 17th, 2026) there is the tradindg halted since weeks again, the price stands at just AUD 0.635 .... lets hope this strange community co-owned papua new guinea copper explorer company is not bankrupt yet, is it? i just think they would need to give up the control to some major copper company which operates in the area like bhp, rio tinto, freeport-McMoRan or the like who would invest billions of dollars in order to develop the bougainville property into a producing mine ... imho noone would invest billions w/o having sufficient legal securities and/or decision making control over the property. what is your guess?
  • ...
  • ...
  • 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 strange metals investments and recently also donald trumps 'strategic metals' move), USA (TSX) americas gold + silver, FF (TSX) first mining gold, MGG minaurum silver, MMG metallic minerals, MMY monument mining, XGC xali gold, PTX,  AUEX advanced minerals, TLO talon minerals, XGC xali gold (gold + silver exploration im mexico + peru), GSKR (goldsky res, former first nordic metals), SLS (solaris res.), SSRM, POET and POET options 01/2028, GROY (gold royalty), ...

... maybe even more companies coming soon (or never?) when i go through my last years market transactions ... or at least with new transactions for this investment pattern in 2026++

Sunday, February 22, 2026

ehrwalder alm, tirol, AT

skiing with my daughter + her boyfriend in the rain below the zugspitze (2962m) in tirol, austria. 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 ๐ŸŒž

on the way back home, we've tried out the ski lift feeling inside the car .... yes, we have heated our seats and opened the panorama roof ....  morons we, i've been 3 days sick after that  ... DO NOT TRY IT in winter time, my dears ⛄

ehrwalder alm, tirol, AT
tiroler haus, the restaurant at the hill station
 of the ehrwalder almbahn cable car
cable car to zugspitze from the austrian side of the mountain.
it is NOT in this ski area
the morning skiing in light rain + fog was not especially nice
one of us?
lunch break at tiroler haus, ehrwalder alm, tirol, austria, AT
this 'black' panorama piste #18 was unfortunately closed today
beautiful mountains
ehrwald in the valley
good-bye, ehrwalder alm. good-bye austria, AT

more pictures here.
eof

Sunday, February 15, 2026

skiing in kรผhtai, tirol, AT

skiing above 2,000m in kรผhtai, tirol, austria, AT ... unfortunately, there was almost everywhere just the icy artificial snow ⛄

beautiful alpen / alps mointains ⛄๐ŸŒ‹๐ŸŒž
the ski area symbol is a cow ('kuh'), of course
ski cottage drei-seen-hรผtte at 2334m
good-bye, kรผhtai
coffee break at the austria-germany-border in scharnitz

i've been here many many years ago in summertime just to hike up the 3,000+ m high sulzkogel peak, you know?
down at kรผhtai, AT
finstertal valley
sulzkogel, 3016m

more pictures here.