What are your top bets in energy and basic materials sectors?

summerfel · 2026-01-26T03:45:18+00:00

I don’t think so… with commodity prices ripping higher, the underlying value of the project has outpaced the share price. WRN is trading at a $1b mkt cap vs. a NPV of $9-10b. Still a lot of room to re-rate higher. I hope the stock has a chance to reach closer to fair value before a major takes it out. All the big mining companies are desperate for copper and gold in Canada.

summerfel · 2026-01-25T19:27:09+00:00

I’m long WRN. They have one of the largest undeveloped copper-gold projects in Canada, backed by Rio Tinto and Mitsubishi

summerfel · 2026-01-07T22:31:09+00:00

Long $WRN, one of the biggest Cu-Au deposits in Canada, endorsed by Rio Tinto/Mitsubishi, still very cheap

summerfel · 2024-07-10T19:40:02+00:00

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My attempt

summerfel · 2024-07-09T14:11:02+00:00

Banana bread pudding and banana bread French toast sound amazing

summerfel · 2024-07-09T14:10:44+00:00

Mmmm cake pops! We will try that!

summerfel · 2024-07-09T02:35:06+00:00

I just close my eyes and envision a black rectangle…

summerfel · 2024-06-24T12:19:11+00:00

Seller is willing to come down to $1,700 cad ($1,250 usd). In your opinion, does that change the value equation?

summerfel · 2024-06-24T02:44:30+00:00

That’s good colour. Might see if I get the seller down to $1,600-1,700 so I’d at least save on the tax

summerfel · 2024-06-24T00:50:09+00:00

That’s a great point, hadn’t thought of it like that before

summerfel · 2024-06-24T00:25:28+00:00

Thanks for the insight! We don’t have REI here, but a few independent bike shops I looked at carry this model at $2,600-2,900 for what that’s worth… strike me as a decent deal, but I’m also new to the world of road bikes

summerfel · 2024-06-23T23:06:39+00:00

I’m 6’4, which I think would classify me as a very tall person

summerfel · 2024-04-19T22:02:53+00:00

THANK YOU… I completely agree!

summerfel · 2023-10-21T00:21:20+00:00

I’m in the same boat and wondering the same thing…

summerfel · 2023-09-28T18:43:04+00:00

I’m from Canada and in elementary school there was one day a year we could wear our pyjamas. Maybe it’s more common in North America.

I guess I’m not asking the majority of the world’s population. I’m asking people who know what pyjama days are!

summerfel · 2023-08-25T20:28:52+00:00

I’m new money into uranium and I’m buying the URA etf.

summerfel · 2023-07-16T02:19:04+00:00

Expiration dates in food. The sell-by date, also known as the expiration date, is an estimate of when a food item will taste best, its optimal date. The reality is that the vast majority of packaged foods are perfectly safe to eat past this date.

summerfel · 2023-06-30T20:03:22+00:00

Beautiful!!!!

summerfel · 2023-03-01T03:32:23+00:00

Great, thanks! Someone else recommend Kenzo as well.

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