Streamlining The Calandra Report — Subscribers Only

TCRs, hello.

This is what I call streamlining:

— shorter pieces (by request of our subscribers);

— reducing our The Calandra Report map of planetary prospects (investments);

— zeroing in on those companies, ideas or trades that work — including currencies;

— tossing those that do not work;

— and transmitting fewer reports to you — perhaps one a week (I’ll try to keep it to that).

As we discussed in this report, and worth repeating:

While I work through a few health challenges …

… I am consolidating our The Calandra Report coverage and our own investment ownership here at home.

Too many companies, too many of the fierce downs, ups and downs. Way too much anxiety, weight loss, lack of focus, etc.. You get it.

Naturally, your queries always get a response from this corner.

I still believe, and have for a l-o-o-o-n-g time, that the safest way (is there one?) to achieve way-above-average investment returns is through metals, real estate, crude-oil shipping.

I still see the reciprocal gold theory shoving aside the tremendous successes of non-mining Fortune 1000 companies in favor of gold, copper, silver, platinum, zinc, tungsten, nickel, even molybdenum. See: Reciprocating Those Blue Chips.

My preferreds, at the top of the list, as you know, are Ivanhoe Mines, Alamos Gold, Xtra-Gold Resources and EMX Royalty. Also Aberdeen Platinum Trust, Sprott Physical Gold & Silver Trust. 

I am preparing, after seeing yet another quarter of decade-long gold income and zero dilution from Xtra-Gold earlier this week, to boost our XTGRF stake above 100,000 shares.

See XTG’s Q2 — a gold resource upgrade likely this year for Kibi Gold Project in Ghana.

We have our largest and longest-held holding, Africa’s Ivanhoe Mines IVN IVPAF (83.500 shares approx.), doing copper forward-flips one day, and China swan-diving the next. I think as more copper and zinc revenue stream in, and Platreef gets going with the P-group metals, you will see another valuation leap — perhaps to $25 billion USD market cap.

If need be, as I said, to reduce the size of our map, I will consider dispatching, not Ivanhoe, but other small holdings in order to build larger stakes in XTG, Aberdeen Platinum Trust, PPLT, EMX Royalty and DHT Maritime Holdings DHT. Still, I may take off the table a couple thousand shares of IVN IVPAF, some held since 2003 as a private-co — in the interests or raising capital to smooth out our trek up (or down?) Mount Olympus. I will inform our The Calandra Report subscribers beforehand if that occurs.

Call all of this in the interests of peace of mind and larger pieces of mines I believe in.

Bear (no pun here) with me.

— Your Thom Calandra