The investment analysis below is our fifth in our ongoing series of guest write-ups, and is brought to you by friend of the blog Matthew T. Schroeder of Anomalous Investments (AI). AI is a unique, independent, value-added research & consulting service focused on identifying & analyzing small, undiscovered Special Situations in the natural resources sector. AI’s primary focus areas are precious metals (gold & silver), oil & gas and agriculture. If you have a passion for uncovering assymetrical investment opportunity’s in the natural resource sector than, in our humble opinion, AI is the subscription service for you.
Anyhow, after reading Matthew’s truly superb analysis below, we were compelled to reach out as it is some of the most thorough, logically compelling investment analysis we have come across in quite some time – we think you’ll agree. Also, for those interested in further researching Sprott, we advise digging in to Devon Shire‘s recent write-up as well as the two fantastic thesis’s on Value Investors Club – both of which are less dated and provide further color on what we believe is a tremendous low-risk, high-return investment opportunity.
Below is Matthew’s analysis, enjoy!