GrumpierByTheDay@GrumpierBTDay

Close of June YTD Performance: 51.37% Current top 5 positions (and their weights): $FNM ( $FNMCF ) 37.07% $KUYA ( $KUYAF ) 21.05% $ELO ( $ELRRF ) 9.71% $AUCU ( $AUCUF ) 8.79% $EVLV 5.74% I... - Bought the lows of this weekly range of $BOF. Sold the highs of the range. Like the company for a hold but the position was small and was happy to take the win. - Sold my small position in $ZNG.V ( $GRLVF ) for about a double. Like the exploration happening but usually there's a cool off after a drill win like that. - Lost some money playing $INMB. I initially bought in the high $7s, sold some covered calls at $12.5, it dropped and I sold some underlying at a loss but bought back my call for a gain, then it ran to $11 and I cleared about 2/3rds of my position, and then the PP hit and the bad data. Could have been worse, but I played the volatility well I think. - Have been nibbling on $ITR, $FNM, $RDG. - Played the buy low sell high game on $POSC - Am building positions in $ZOMDF, $AVNT.V ( $AVTBF ), $LODE, and $CSAI. The share price is beaten down but in each I see a path to a brighter future. I'm buying lows while selling higher lots on pops, small incremental buys. $CSAI may be the first of these to reverse trend for good if recent news has any predictive value. - Sold my $AG LEAPS for a healthy profit. - Am building bigger positions in $CODA, $CXDO. $KUYA ( $KUYAF ) did well this month, and contributed materially to performance. I expect the trend from here to be up, as we've almost certainly passed the point of dilution risk. Now we just carry operational risk :) Operational breakeven is at hand and self-funded exploration at Tito and Carmelitas should be fruitful. $FNM ( $FNMCF ) did not do well this month, and contributed materially to dragging on performance. It's currently 38% down from it's March peak, and was 43% down mid-month. I've been buying the dip almost every week. Throughout it's been my largest single position by a good margin. With that in mind, I'm very happy with the performance of the rest of the portfolio, and thrilled that I've managed to be positive MoM in spite of it's drag. Looking forward to its turn, which will probably come whenever Aida drill results do. They were originally anticipated in April, but as I understand it the assay lab shut down and the remaining labs are rather backlogged. Let's see what July brings!

David Barbato@Valuehunte

BranchOut Food $BOF filed an S-3 to register 8M shares for resale by existing investors. No new shares are being issued, and the company will not receive any proceeds. The shares include stock already owned, shares from convertible notes, and warrants.

stocks@SCMRE111

$BOF vs $LSF LSF IS 1x revs, 7m cash, 0 debt, 20% growth and 50m revs in 2025 but not yet profitable (very close). BOF 15m est revs, near 3x revs, own both but LSF is awfully cheap.