Title: Discord update — added IVN; starter positions in Prosafe, Patagonia Gold, Minera Alamos
Show: AIA Discord update
Guest: John Polomny
Date: 2026-04-17 (posted 4/17/26, 10:50 AM)
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John Polomny — 4/17/26, 10:50 AM
I just added to my Ivanhoe position today. I also bought a starter position in Prosafe (trades in Oslo), which I had previously owned many years ago. A similar company to GMS with vessels in the North Sea and Brazil. Came out of a reorganization and was recapitalized. Likely makes it into the portfolio.
I also bought some starter positions in Patagonia Gold (a heap-leach operation just started up in Argentina) and Minera Alamos.