- Author is bullish on precious and base metals over 10–15 years, accepting concentration risk rather than diluting exposure with unfamiliar stocks.
- Screening prioritizes mines that retain cash flow at modeled 35% lower metal prices, with low AIC/AISC, near-term cash flow, manageable debt, and limited royalty or stream burdens.
- $MARI.TO and $RIO.TO may fit, but remain development-stage; author expects to hold through commissioning and steady-state operations, subject to community and permitting risks.
- $CMCL represents the ideal: a long-term store of value whose dividends could repay part of acquisition cost; private mining operations are the author's main wealth-creation route.
Investment pitches
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