Hey folks. I was poking around at the Pinetree Capital site today. Just like the Sprott thread I am creating one for Pinetree Capital. The exception is this: I have a link to their investments! I wish Sprott had the same thing! As I have mentioned before if a company has Sprott and/or Pinetree Capital investment backing it is a good indicator of a good opportunity. Pinetree is kind of like a mutual fund. They are publicly traded and have warrants available too.
So, we can use this thread to discuss some of the Pinetree Capital PM investments. They have about 45% of their portfolio invested in PM's. Additionally the quick fact sheet and their latest preso are both worthwhile views. The latter discusses their reasons for investing in specific resource sectors. They largely use macro investment themes. There is a section on case studies which are interesting.
Quick Fact Sheet
I hope this helps everyone to build their portfolios. Of course you could just invest in Pinetree Capital to get exposure to their investments. Or hunt and picks some individuals on the above list.