Under the Spotlight 2025 – AOTH Portfolio Performance

Hi

The return of inflation and goosing retail investors: Got gold? – Richard Mills

The Bubble Term – John Hussman

I believe we are at the very start of a bull market in commodities and precious metals caused by a coming, long, serious bout of Stagflation like the ‘70’s. During the ‘70’s commodities and precious metals were the go to, the must own portfolio, not bonds or other equities.

Today’s articles show a retail speculative frenzy and conditions too much like 2000 and 2008 to ignore.

I have always been a fan of having a handful of juniors in different stages of development, the first involves owning companies undertaking drill programs on what are technically excellent properties, they have to be drilled, you have to spend money on them they look so good.

Notice how many of our featured juniors are drilling, or preparing to drill, that’s because this portfolio has been carefully considered to take advantage of financing companies with the most exciting drill programs (HVG, ORS, STRM, SNAG, RAK).

Secondly, resource definition plays, which are plays that have found a discovery, the stock has quietened down, and investors can look forward to the company defining a Mineral Resource estimation (MRE), or increasing their MRE (KDK, WGO, PTX, AGA).

More advanced plays, like GPH, derisk the portfolio.

MAX, so far a no show in ‘25 is, accordingly to its CEO, working hard to produce some results/ news that will hopefully spark it’s market.

Below are the Junior Resource Companies that I have picked to be paid advertisers on AOTH. Share price increases are shown from the start of 2025 or when they were first mentioned in 2025. The 11 advertisers on Aheadoftheherd.com are up an average of 74.05% so far this year as of close of market August 15th.

2025 01 01

AGA 0.52/0.75, +44.23%
HVG 0.03/0.095, +216.67%, I own.
MAX 0.04/0.04, +0%, I own.
ORS 0.04/0.07, +75%, I own.
KDK 0.34/0.60, +76.74%
STRM Rollback 4:1 @0.05, 0.20/0.24, +20%, I own.
SNAG 0.085/0.23 +170%, I own.
GPH 0.66/1.02, +54.55%, I own.
RAK 0.28/0.62, +121.43%, 2025 05 30
PTX 0.95/0.10, +3.26%
WGO 0.35/0.465, +32.86%, 2025 07 26, I own.

Latest News Releases

Drilling Underway at Silver North’s Flagship Haldane Silver Property, Yukon

Harvest Gold Kicks Off Drilling at Mosseau, Launches Urban-Barry Till Program, and Completes Labelle Mag Survey

Silver47 Unveils Multiple Premier Exploration Targets with Strong Discovery Potential Across the Red Mountain Project Alaska

Kodiak Announces Filing of NI 43-101 Technical Report: Initial Mineral Resource Estimate on Four of Seven Mineralized Zones at the MPD Copper-Gold Project

PTX Metals Inc. Provides Positive Mineralogy Results and a Work Program Update at its W2 Cu-Ni-PGE and Gold Project

Rackla Metals provides update on continuing drilling at Grad Property, NWT

Storm Exploration appoints Cameron Dorsey to its advisory board

White Gold Corp. Commences Diamond Drilling on Flagship High Grade White Gold Project

Graphite One Cited as Federal Permitting Council Prioritizes FAST-41 Critical Mineral Projects

Orestone Mining Corporate Update

Richard (Rick) Mills
aheadoftheherd.com

HVG, AGA, STRM, GPH, MAX, ORS, KDK, RAK, PTX, SNAG and WGO are a paid advertisers on Rick’s site aheadoftheherd.com
Richard owns shares of HVG, STRM, GPH, SNAG, MAX, ORS, WGO and WGO
This article is issued on behalf of HVG, AGA, STRM, GPH, MAX, ORS, KDK, RAK, PTX, SNAG and WGO.