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High risk, volatile, and high reward opportunities is our profile. Expect and accept upfront that you may lose all of your capital on any one or multiple positions. As much as possible, we de-risk our potential positions by performing extensive due diligence. By doing the work, the risk profile often becomes much more favorable than what is perceived. This work increases certainty, reduces risk, and allows consideration for larger position size. You should expect high volatility along with risk and return profiles. For some who do not understand the junior natural resource sectors, the volatility can become unbearable. Therefore, we suggest all new participants follow along, watch, and study significantly before putting any capital to work.
Some of our media content is restricted to our paid clients. Our general free media content is available via many outlets including our website, YouTube, Twitter, iTunes, Podbean, Google Podcasts, Spotify, and Amazon Music. Enjoy.
Our Opportunities letter is our core research service that is provided on an annual basis or lifetime (when offers are available for either). Our Elite service is our highest level service that provides our Opportunities letter, all reports, early access to our media & presentations, exclusive work, an extra model portfolio with special opportunities, select private placements, and other benefits under a lifetime access arrangement. Our Elite access is a true one-time cost with no ongoing annual "maintenance" fees.
We may from time to time employ short positions in certain broad market segments for purposes of hedging or "insuring" our portfolios against broad market liquidity events. Separately, in the natural resource sector, it is very difficult to successfully short junior equities with any notable consistency & return. It is often not worth the effort of the return when you can seek out a return profile on the long side, in the same or similar sector, that returns 2 or 3 to one. Short positions in the junior sector can easily be manipulated against you even if you have the thesis correct. Size and liquidity is another reason to avoid it. In short, we are very selective and almost never do it.
Yes, we do on occasion search out select private placement opportunities for our clients to participate in directly and alongside with us. However, we are not brokers or investment advisors, therefore you must seek out your own licensed professional, conduct your own due diligence, and make your own decisions.
Our Opportunities letter is issued six times per year, every other month (FEB, APR, JUN, AUG, OCT, DEC). Our Elite service is on an as needed basis and is generally passive. All of our services are based around email alerts directly to your email inbox.
We occasionally extend offers to new clients at our discretion. Our offers are typically one time cost lifetime offers. Our lifetime offers are a true one time cost and you receive the specific service for as long as we continue offering it. Contact our customer service team to inquire about current offers and to get on our future offers list.
Our focus is on opportunities in the natural resource sector however we also consider the broad stock markets as well as other special situations. For us, the natural resource sector includes metals and energy, inclusive of services to those industries. Precious, base & specialty metals, coal, oil, and crop commodities, among others, are areas that we look at. Presently, we have much of our focus on precious, base, and specialty metals, such as uranium, at this time.
All global exchanges are subject. As such, a good global broker is important for best access. However, most of our work looks at opportunities on the Canadian, Australian, U.K. and U.S. exchanges. ASX, TSX, TSXV, LSE, and NYSE-AMEX are the most common.
Although hypothetical, our model portfolio is treated like it was real portfolio of an institution. It holds a limited number of positions, holds and considers cash, is allocation percentage based up to 100%, has specific instructions to each position, and does not use leverage. Our returns are calculated using actual entry dates, entry prices, scale-in methods, position size weight, records exits, and final closing data. Usually, automatic stop loss mechanisms are not used due to extreme volatility. Returns are recorded annually based on positions actually closed during that year. Open positions are carried.
Yes however we limit our social media presence & interaction to things like mention of outside news that impacts the sectors we are focused on, announcements of our media, occasional general comments, and notifications to our member base. You can follow us on social media via Twitter and YouTube. We do not provide our research services through social media. Our services are only provided via our website and direct email alert.
All private and publicly listed issuers are welcome to contact our customer service team via Contact Us to inquire about your private placement opportunity. If interested, we will evaluate the inquiry and get back to you with further questions.
This report is no longer available to new members. Our report was first released in 2017 and went through a substantial expansion in 2019 with our final edition and final red line version in late 2020. During this period, the report was the most comprehensive sector report that was actionable and publicly available. Further inquires on our uranium research are welcomed, please Contact Us.
We do not offer services that are based on trading strategies only. From time to time we do consider short term trading opportunities but often our time horizon is mid to longer term investments & speculations. Most of the time, significant patience is required, including managing extreme volatility.
We often use stocks, bonds, warrants, private offerings, and options to express our views. We suggest any user of our services have access to all of these instruments.
All of our work is distributed via email first. Important updates and alerts may only come via email, so it is critical that you receive all of our emails. This is the most timely delivery method direct to you. Please ensure our email is added to your address book and that we are a trusted contact with your email service provider. Second, all of our primary work is posted to your online account at our website. This is a passive way to obtain prior released research and is considered our archives.
No. Our services are organized in a way that reveals all of our work related to that specific service. As such, we don't provide trials.
We have no set frequency but aim to release one episode each week, usually on Tuesdays. Due to our scheduling of guests and production backlog, releases can be inconsistent.
We consider all stages of companies including exploration, development, and production stage companies, or a combination thereof. Service companies may also be considered. We look at market capitalization from $1 billion to sub $10 million USD. Depending on market conditions and cyclical measures, we make adjustments to certain strategies to fit better in the cycle stages we find ourselves in. In the junior natural resource sector, there is typically a bull market somewhere at all times or at a specific stage that is worthy of further consideration.
Yes, on a selective basis and only if it is a position within our portfolios. SmithWeekly's Equity Coverage Datasheet service is our version of conventional analyst coverage that takes a longer view and is not updated at every turn of events. The ECD service from SmithWeekly Research offers an "or equal or better" alternative analyst view over conventional analyst coverage. Our coverage has included both small exploration companies to multi-billion dollar mining businesses. SmithWeekly Research is not compensated in exchange for coverage, unlike many other sector analysts and research providers who take risk free payment, but have no at risk position. SmithWeekly is not a broker, so we have zero interest in coverage for the sake of commissions or placement fees. No pre-release review of our work is performed by the covered company with the exception that the company may point out notable technical errors for us to consider, but we may or may not accept. The covered company does not instruct us on how we prepare and evaluate our research of the company. Our research, metrics, and concise material included in our Equity Coverage Datasheet is fully prepared in-house and original work. Unlike many other analyst/research reports, we don't use boilerplate metrics, which are often meaningless and not applicable to the stage of the company. We don't include macro view sector commentary in our datasheet and we don't "copy/paste" filler material often repeating company specific content from company materials & filings.
When we open to new clients is solely at our discretion. We aim to manage the size of our group over time. As a result of our optimal size, the cost to receive our services will generally go up each year and as our client base grows. We expect to open up to new clients at least once per year at this time.
We may consider transfers of lifetime membership under certain conditions, on a case by case basis. A transfer fee may apply. Please Contact Us regarding this matter.
No. We are a fully independent research business that avoids entanglements with others. We caution all investors to thoroughly evaluate all service providers to ensure they have full commitment and alignment to their clients first, foremost, and before themselves. Often, these services are biased, serve their own pockets first, and abuse their client base in many ways that are not easily noticeable. At SmithWeekly, we take alignment with our clients seriously, we do not affiliate ourselves with any outside groups, and we remain fully transparent in everything we do. Separately, we may team with certain groups on initiatives that don't impact our client commitment and alignment.
We do not accept solicitations for providing positive views in exchange for pay. There is zero tolerance for this practice that often prevails in many market sectors. We avoid those who engage in this practice and we encourage you to do the same.
No. We are not licensed money managers or financial advisors. We are a research group that provides our opinions in written format for a broad audience. It is up to you to perform your own analysis, consult licensed professionals, and make your own decisions.
Regulatory restrictions prohibit direct responses to certain inquiries. You may not receive a response due to these rules. You should receive an acknowledgement that we received your message. If not, please contact us again, ensure you are receiving our email messages, and that your email on file is correct. If the message is about your account, such as a technical problem with using our services, we will respond. Some inquiries may be generalized and responded to in broad fashion to all of our members. We will notify you if your inquiry is selected for a broad audience response.
Organizations and individuals are welcome to submit requests to join our program or to recommend a 3rd party guest. Depending on the guest, a production fee may apply. Submit your request via Contact Us.
We occasionally open up our research services to new members. If you are interested in receiving notice about when our service will be available to you, please sign up below for our wait list:
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