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SENDERO RESOURCES $SEND in the shadow of GIANTS in the VICUNA DISTRICT
Manage episode 379502109 series 3311997
SEND.V is a new listing that quietly IPO'd last week, see investor deck for capital structure. Real simple, great team, tier one property in Vicuna District, cashed up and very tight shares low an ultra-low MC 50% of which in cash.
Sendero Resources is a dynamic exploration company focused on unlocking the vast mineral potential of the Vicuña district in Argentina. Through our wholly owned subsidiary, Barton SAS, we hold a 100% interest in the Peñas Negras Project, encompassing a sprawling 120 km2 of prime exploration territory.
Situated in the Vicuña District, renowned for significant copper discoveries, the Peñas Negras Project is strategically surrounded by world-class super giant discoveries owned by Filo Mining, Lundin Mining, and NGEx Minerals.
The Peñas Negras Project exhibits close geological similarities to neighboring deposits, including the prestigious Josemaria copper-gold porphyry system and the gold-rich Maricunga porphyries.
With a cluster of identified porphyry and epithermal targets, we are leveraging our experience and operational knowledge to advance exploration.
https://senderoresources.com/presentations/Sendero-Resources-Corporate-Presentation.pdf
About me:
I am shareholder of SEND so consider me biased.
I’m a PRIVATE INVESTOR, enjoying early retirement after a successful and fulfilling career managing investment portfolios with a focus on the resource sector (including oil and gas).
I am completely independent. My only client is me. No one pays me, I don't sell subscriptions or offer sponsorship deals or special access to my trading info. Anything I write is done free.
My money where my due diligence is and I explain why.
I employ common sense, Fundamental, bottom-up analysis that incorporates but not limited to: currency exchange rates, cost of labor, raw materials cost, geology, Metallurgy, cost of capital, infrastructure, macro influencing factors, capital discipline by management, etc.
If the data changes (company, sector or macroeconomic environment) then I do, no emotion about it, let the data guide your investments. All materials are for educational purposes, not investment advice.
I don’t work for anyone or get paid for the research I do. I give my research away for free to help educate the next generation about the wealth creation this sector can provide. It’s not investment advice.
If you want to invest along side me, it’s your money, your responsibility, buy and sell for your own reasons not mine. It’s your money.
The best investment you can make is in your own education.
I am driven by the hunt for value and truth. This is my passion in life. I’m a big research nerd. Always double-check and only trust the numbers that you have vetted.
Commit to memory: “NOT all ozs, pounds & barrels in the ground are created equal” understanding this basic principle will increase your wealth and your ability to sleep at night...
Best,
Doc Jones
63 tập
SENDERO RESOURCES $SEND in the shadow of GIANTS in the VICUNA DISTRICT
Due Diligence by Doc Jones, Resource Investor, Hunting for Exceptional returns.
Manage episode 379502109 series 3311997
SEND.V is a new listing that quietly IPO'd last week, see investor deck for capital structure. Real simple, great team, tier one property in Vicuna District, cashed up and very tight shares low an ultra-low MC 50% of which in cash.
Sendero Resources is a dynamic exploration company focused on unlocking the vast mineral potential of the Vicuña district in Argentina. Through our wholly owned subsidiary, Barton SAS, we hold a 100% interest in the Peñas Negras Project, encompassing a sprawling 120 km2 of prime exploration territory.
Situated in the Vicuña District, renowned for significant copper discoveries, the Peñas Negras Project is strategically surrounded by world-class super giant discoveries owned by Filo Mining, Lundin Mining, and NGEx Minerals.
The Peñas Negras Project exhibits close geological similarities to neighboring deposits, including the prestigious Josemaria copper-gold porphyry system and the gold-rich Maricunga porphyries.
With a cluster of identified porphyry and epithermal targets, we are leveraging our experience and operational knowledge to advance exploration.
https://senderoresources.com/presentations/Sendero-Resources-Corporate-Presentation.pdf
About me:
I am shareholder of SEND so consider me biased.
I’m a PRIVATE INVESTOR, enjoying early retirement after a successful and fulfilling career managing investment portfolios with a focus on the resource sector (including oil and gas).
I am completely independent. My only client is me. No one pays me, I don't sell subscriptions or offer sponsorship deals or special access to my trading info. Anything I write is done free.
My money where my due diligence is and I explain why.
I employ common sense, Fundamental, bottom-up analysis that incorporates but not limited to: currency exchange rates, cost of labor, raw materials cost, geology, Metallurgy, cost of capital, infrastructure, macro influencing factors, capital discipline by management, etc.
If the data changes (company, sector or macroeconomic environment) then I do, no emotion about it, let the data guide your investments. All materials are for educational purposes, not investment advice.
I don’t work for anyone or get paid for the research I do. I give my research away for free to help educate the next generation about the wealth creation this sector can provide. It’s not investment advice.
If you want to invest along side me, it’s your money, your responsibility, buy and sell for your own reasons not mine. It’s your money.
The best investment you can make is in your own education.
I am driven by the hunt for value and truth. This is my passion in life. I’m a big research nerd. Always double-check and only trust the numbers that you have vetted.
Commit to memory: “NOT all ozs, pounds & barrels in the ground are created equal” understanding this basic principle will increase your wealth and your ability to sleep at night...
Best,
Doc Jones
63 tập
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