Erik Wetterling – Sharing His Investing Thesis For Dolly Varden Silver, Lion One Metals, and District Metals

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me for a candid discussion on 3 of the resource companies he is constructive on, based on the company work strategy and potential value creation in the medium to longer-term time horizon.  The companies discussed are Dolly Varden Silver (DV) (DOLLF), Lion One Metals (LIO) (LOMLF), and District Metals (DMX) (MKVNF).*


*In full disclosure, the companies mentioned by Erik in this interview are positions held in his personal portfolio, and also may be site sponsors of The Hedgeless Horseman website at the time of this recording.


* In full disclosure, Shad is also a shareholder of both Dolly Varden Silver and Lion One Metals at the time of this recording.




Click here to visit Erik’s site – The Hedgeless Horseman

    Aug 11, 2023 11:29 PM

    The message here is quite clear: Sell stocks, Buy silver miners

    Aug 11, 2023 11:00 PM
      Aug 12, 2023 12:00 PM

      I’m ready for PAAS to make a big move as I’ve owned it almost 30 years. WPM has made me a lot more money but PAAS may catch up one day.

    Aug 11, 2023 11:11 PM

    I also own Dolly Varden and Lion One! I still own PGE Stillwater amongst others. Stillwater is so unloved! LOL! DT

      Aug 13, 2023 13:09 AM

      Talked to the Metallic group in Canada recently. Got pitched on Stillwater and the first impression was that it sounded quite cheap!


    Aug 11, 2023 11:15 PM

    GDXJ ended the week nicely (down just .42% and UP 1.03% vs GLD):

    Aug 11, 2023 11:39 PM

    AG:SLV is up 23% since bottoming in June and just put in its best close since April.

    Aug 11, 2023 11:55 PM

    Even SILJ/silver stocks in general bottomed 2 months ago versus silver.

    Aug 11, 2023 11:41 PM

    Wesdome Gold Mines also made a clear statement today.

    An awful lot of self-professed contrarians are about to find out the hard way what it really means to be a contrarian.

    Aug 11, 2023 11:56 PM

    In this interview with Erik, he mentioned how K92 went from developer to single asset miner, but then used their organic revenues to keep making discoveries, grow their deposit, and became a great success story of using production to fund exploration and grow.

    A listener sent over this annotated chart of K92 showing the price action in tandem with a string of exploration news releases to illustrate this point visually. See below: