Phil's Natural Resource Blog

My thoughts, musings, and holdings

Cipher Resources / 15.11.2018

With the Cipher Resources (TSXV - CIFR) share price coming off, I've added to my position today.  With its market cap and the people involved, I like this punt.  The good news is my average price is now $0.08.  I may buy more if it...

Uncategorized / 14.11.2018

Reuters - Oil pucks and pellets; Canada eyes new ways to move stranded crude With Canada’s WCS trading around $15/barrel and at a +$40 discount to WTI, technology may need to save the day.  Turning Alberta’s heavy oil into CanaPux and BitCrude products may change the...

Goldplay Exploration / 12.11.2018

Scott Koyich gave me a call earlier today to bring my attention to Goldplay Exploration (TSXV – GPLY), a relatively new exploration company with projects in Mexico.  Scott is, in my opinion, one of the best consulting investor relations professionals in Canada.  I say “consulting”...

Cipher Resources / 08.11.2018

In the spirit of using this blog to make my resource stock speculations public, I will announce that from September 4th onwards, I’ve accumulated a position in Cipher Resources (TSXV – CIFR) at an average of $0.09.  It closed lower than that today, but I...

Pan Orient / 23.10.2018

Well, that was unexpected but in this game, you take all the positive "accidents" you can come across.  And Pan Orient's new discovery well in Thailand is just that.  I accumulated a position in Pan Orient strictly for the East Jabung PSC in Indonesia and I...

Uncategorized / 22.10.2018

I love walking around Hong Kong – as previously mentioned, one of my favorite cities in the world.  Here are a couple of pictures. Located in the heart of Wanchai, I often hang around at Southorn Playground for hours at a time.  It’s a great spot...