Professional Special Situation Investor, TripleS Special Situation Investing

Triple S Special Situations Investing

Professional Special Situation Investor

TripleS Special Situation Investing

Professional Special Situation Investor with over 20 years of experience.

Equity Bottom-Up

First Tin Limited provides mining services. The Company focuses on tin production from zero waste mines in Germany and Australia. First Tin serves customers worldwide.

<ul><li>Tin is one of the world’s oldest industrial metals. Certain historians claim that the Roman invasion of Britain was due to the vast reserve of tin in Cornwall.</li><li>Yet, for most investors, tin barely registers on the commodity radar, even though it is one of only six metals that trade on the London Metal Exchange.</li><li>The market is clearly small, with just $8 billion in annual value, making it invisible to many institutional players.</li></ul>

Tin is one of the world’s oldest industrial metals. Certain historians claim that the Roman invasion of Britain was due to the vast reserve of tin in Cornwall.Yet, for most investors, tin barely registers on the commodity radar, even though it is one of only six metals that trade on the London Metal Exchange.The market is clearly small, with just $8 billion in annual value, making it invisible to many institutional players.

First Tin: Near Term Catalyst with a Ready Buyer for a Multi-Year, Multi-Bag

Thematic (Sector/Industry)

<ul><li>I, for some reason, like writing about this stock, even though I am not an overly convicted long due to my options position (which has mostly matured).</li><li>However, something about 50,000+ BOPD coming online really excites the professional engineer in me.</li><li>The bulls in this stock believe it is happening regardless of anything.</li></ul>

I, for some reason, like writing about this stock, even though I am not an overly convicted long due to my options position (which has mostly matured).However, something about 50,000+ BOPD coming online really excites the professional engineer in me.The bulls in this stock believe it is happening regardless of anything.

SOC’s Paths to Production: Easy, Hard, and Sideshow

Carnarvon Petroleum Limited operates as a petroleum exploration company. The Company explores and produces oil and gas products. Carnarvon Petroleum serves customers in Australia.

<ul><li>Yes, I know I wrote this one up a year ago, but things have changed to make this a more interesting investment opportunity.</li><li>I would recommend holding this in an account where you can sit on it for a few years.</li><li>The ultimate IRR will be attractive, but this isn’t a quick flip.</li></ul>

Yes, I know I wrote this one up a year ago, but things have changed to make this a more interesting investment opportunity.I would recommend holding this in an account where you can sit on it for a few years.The ultimate IRR will be attractive, but this isn’t a quick flip.

Northern Dynasty Minerals / Equity Bottom-Up

Northern Dynasty Minerals Ltd. engages in the exploration and development of gold and copper mineral properties. It holds interest in Pebble Copper-Gold-Molybdenum Project. The company was founded on May 11, 1983 and is headquartered in Vancouver, Canada.

<div data-attrs='{"url":"https://triplesinvesting.substack.com/subscribe?","text":"Subscribe","language":"en"}' data-component-name="SubscribeWidgetToDOM"><div><form class="subscription-widget-subscribe"><div><ul><li>The way I am playing this is by buying a long position and selling a $2 call for November giving me an effective entry of $1 and a 2x upside.</li><li>With that said, here is the article: The intersection of geopolitical necessity, domestic resource security, and extreme valuation dislocations rarely presents itself as clearly as it does today with Northern Dynasty Minerals Ltd. (NYSE: NAK).</li><li>Following nearly two decades of regulatory gridlock, the Pebble Project, representing one of the world's largest undeveloped copper resources, finds itself at the epicenter of the Trump administration's aggressive push toward American mineral independence, creating what may be the most compelling asymmetric risk-reward opportunity in the natural resources sector.</li></ul></div></form></div></div>

The way I am playing this is by buying a long position and selling a $2 call for November giving me an effective entry of $1 and a 2x upside.With that said, here is the article: The intersection of geopolitical necessity, domestic resource security, and extreme valuation dislocations rarely presents itself as clearly as it does today with Northern Dynasty Minerals Ltd. (NYSE: NAK).Following nearly two decades of regulatory gridlock, the Pebble Project, representing one of the world's largest undeveloped copper resources, finds itself at the epicenter of the Trump administration's aggressive push toward American mineral independence, creating what may be the most compelling asymmetric risk-reward opportunity in the natural resources sector.

Northern Dynasty Minerals: A Trump-Era on America's Critical Mineral Independence

ParkerVision, Inc. designs, develops, and markets solutions for wireless products. ParkerVision's solutions are based on its D2D technology.

<ul><li>ParkerVision Inc. (OTCQB: PRKR) represents one of the most compelling asymmetric investment opportunities in the public markets today.</li><li>Trading at approximately $0.41 per share with a market capitalization of just $49 million, the company sits at the center of what may be the largest patent infringement case in wireless technology history.</li><li>The potential recovery from its litigation against Qualcomm alone could be worth 20X to the current stock price.</li></ul>

ParkerVision Inc. (OTCQB: PRKR) represents one of the most compelling asymmetric investment opportunities in the public markets today.Trading at approximately $0.41 per share with a market capitalization of just $49 million, the company sits at the center of what may be the largest patent infringement case in wireless technology history.The potential recovery from its litigation against Qualcomm alone could be worth 20X to the current stock price.

ParkerVision (PRKR): A Mispriced Patent Play with Transformational Upside Potential