Matt Geiger
Natural resources, commodities, contrarian, value

Tsodilo Resources: Exposure To Botswana's Undiscovered Mineral Riches

(Editor's Note: Investor's should be mindful of the risks of transacting in illiquid securities such as TSDRF. Tsodilo's Canadian listing, TSD.V, offers an additional alternative, but is also highly illiquid.)

Featured Investment: Tsodilo Resources Ltd (CVE:TSD

Tsodilo Resources (OTC:TSDRF) an exploration/development company with operations in Botswana. The company has uniquely positioned itself as (1) a Botswana-based prospect generator, (2) an iron ore development play, and (3) a promising "carried interest" copper play. With a current market capitalization of ~ $40M, the company offers excellent speculative upside. Additionally, TSD's multi-pronged approach and strong shareholder base provides a decent Margin of Safety at this valuation.

The Partnership has held TSD since inception with an average cost of $0.85 per share....

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