Dear CEO.CA Reader, A well-respected colleague and friend of mine, Rick Rule, Chairman of Sprott US Holdings, is hosting the Sprott Vancouver Natural Resource Symposium 2014 on July 22-25 at the Fairmont Hotel Vancouver. Below is some information on his conference, which I strongly recommend that you read more about and consider – if you… Continue Reading

THE CALANDRA REPORT: Subscribe [PCY | KOL | ANK | DSR | GSV] Coal, thermal coal for our purposes, is fired up. Does not look it, when you scan financial media on this arcane commodity. But it is. Or will be. We’ve been talking thermal coal since TCR’s visit to northern Mongolia — and briefly,… Continue Reading

Depending on how you look at it, the copper business will either be a great place – or a scary place to be in the coming years. This from octogenarian Dave Lowell, arguably the most successful mineral explorationist in history, with the discovery of eighteen ore bodies credited to him, including Escondida, the world’s largest… Continue Reading

By Frank Holmes CEO and Chief Investment Officer U.S. Global Investors Commodity returns vary wildly, as experienced resource investors can attest and our popular periodic table illustrates. This inherent volatility can spell opportunity for the nimble investor who can look past the mainstream headlines to identify hot spots. Our global resources expert, Brian Hicks, CFA,… Continue Reading

As the S&P 500 flirts within 1% of fresh all-time highs, investor sentiment remains ebullient: Click to enlarge Meanwhile, the market leading small caps have begun to noticeably underperform large caps: And the longer term chart of the Russell 2000 (IWM) offers a picture of a market near a potentially decisive turning point as it… Continue Reading

Ivanhoe Mines published a positive Preliminary Economic Assessment (PEA) for the Platreef project in the Northern Limb of the Bushveld Complex in the South African province of Limpopo. The Platreef mine is projected to be the lowest cost producer of platinum-group metals in Africa, home to over 70% of the world’s production. Key features of the… Continue Reading

Elephant hunting for huge international oil plays usually means going into (very) politically risky areas. That’s what makes junior Petromanas (PMI-TSXv) stand out from the crowd. They’re chasing a potential 500-800 million barrel target in Europe—Albania to be exact. Lots of energy investors are familiar with Bankers Petroleum and their heavy oil play there—it’s the… Continue Reading

NexGen Energy (TSXV:NXE) announced a potential uranium discovery in the SW Athabasca Basin region of Northern Saskatchewan yesterday. Visible uranium was seen in the first hole drilled into the Arrow target at the Western side of NexGen’s Rook 1 project, which caused shares in the junior explorer to rise over 90% Wednesday. “There’s an element of luck,”… Continue Reading

We appear to be approaching a unique global currency mess. Yesterday evening’s Turkish rate hike reeked of desperation and triggered a powerful pop in thin futures markets: The rally was short lived as we have seen nothing but a deluge of selling in equity futures this morning. Meanwhile, there is a flight to ‘quality’ in… Continue Reading

According to a Bloomberg article last week, ‘Big Mick’ Davis, the former CEO of Xstrata Plc, is seeking to raise $3 billion for his private, X2 Resources, prior to him acquiring any assets.  Davis, the 55 year-old South African, has raised $1 billion from investors including private equity firm TPG and Asia’s largest metals trader, Noble Group. … Continue Reading

Four of the biggest names in commodities finance face-off to discuss the state of the global economy and where stocks are going. Includes Fiore Financial’s Frank Giustra, Sprott’s Rick Rule, US Global Investors’ Frank Holmes and Murray John from Goodman & Company. A must-watch!

In the following article, we offer our forecast for 2014 including five stock picks from each of our analysts. Compare 400+ precious metals stocks with a Free 14-day Trial to Tickerscores.com. 2014 Venture Forecast The TSX-V will be a stock picker’s market in 2014. In this environment, investors should stay cautious and the focus should remain… Continue Reading

Indonesia, considered the Saudi Arabia of nickel production, has banned exports of unprocessed material, meaning domestic producers won’t be able to ship their cheap ore to China for processing anymore. The move has huge implications for the global nickel market, according to the Financial Post’s Peter Koven: Miners in Indonesia have provided roughly a quarter… Continue Reading

Mason Graphite (LLG:TSXV) is coming off a transformative 2013 whereby the company released an initial preliminary economic assessment (PEA), completed a large, 24,345m drill program and grew their initial resource base by 658% to over 50 million tonnes at 15.6% graphite.  This morning the company announced another milestone, with the signing of a letter of intent to acquire 40% of the… Continue Reading

An edited version of this story was first published in the Globe and Mail. The man who recently left his job as head of Sprott Resource Corp. says he has yet to sell a share in the company. Kevin Bambrough, who exited his role as the chief executive of Sprott Resource Corp., as well as… Continue Reading