Michael Dieckell’s Post

If you followed my personal thoughts on GoldMining Inc. (TSX: GOLD) (NYSE: GLDG) - and I hope you did (feel free to share as well) - I mentioned an intrinsic value based on my personal research of CAN$ 2.39 per share without reflecting the value of its holdings. Today, I would like to point out that company balance sheet shows an approximate cash position of 10%. Furthermore, it has holdings in Gold Royalty Corp. (NYSE: GROY), US GoldMining Inc (NASDAQ: USGO), and NevGold Corp (TSXV: NAU | OTCQX: NAUFF | FRA: 5E50). The aggregate of these position amounts to approximately CAN$ 0.73 per share or ca. 63% of #GOLD's market cap. If you deep dive into these assets you may find that these assets are mispriced as well. This brief overview, does not touch the potential of GOLD's Uranium resources. This asset offers - again my own opinion and research - a great risk-reward-ratio, even though share price is volatile. #investment #investmentideas #capitalmarkets #doyourownresearch Note: I would like to highlight, that I am not getting paid or else. I am longtime shareholder in this company and I believe in its #management and the #businesscase. I strongly recommend to perform your own in-depth research as I can be wrong with my assessment. Have a great sunday.

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