I caught up with royalty specialist John Budreski recently for an update on Morien Resources, a small resource royalty play with two long-life assets in Nova Scotia. The shares had recently slumped below 20 cents from a 52-week high of 28 cents, and I took a position. Budreski, Morien’s president and CEO, didn’t seem too… Continue Reading

Almost exactly 2 years ago, CEO.CA correspondent Jamie Keech interviewed Liberal natural resources critic Geoff Regan about the party’s ideas on natural resources development, the environment, First Nations and more. The Liberal party won a majority of seats in Monday’s federal election and while Prime Minister-elect Justin Trudeau will not name a cabinet until Nov.… Continue Reading

The VCMA (Venture Capital Markets Association) wrote a letter to all all elected members of the Legislative Assembly of British Columbia last week, arguing of the looming demise of Canada as the world’s mineral exploration leader. Don Mosher, Founder of the VCMA Advisory Board joins BNN to make the case on how too many regulations… Continue Reading

Could equity crowdfunding fix junior mining’s financial woes? The Globe and Mail asked this question of a number of PDAC participants, and heard a variety of responses. The least optimistic of which came from one of the sector’s most accomplished faces. “The trouble with mining and exploration is it requires large amounts of capital,” Mr.… Continue Reading

“Anybody who says that the super-cycle is over is an idiot, it’s just been deferred for a little bit”, mining tycoon Robert Friedland told a packed audience in London last week. I was there for the 12th annual Mines and Money show. And if you’re in the mining business and haven’t been to London lately, the Mines… Continue Reading

To a packed crowd in Vancouver yesterday, veteran junior resource analyst John Kaiser gave a presentation hosted by AME BC entitled, Confronting the Potential Extinction of a Canadian Institution. Here is a link to the 59 slide PDF presentation, courtesy John Kaiser. Mr. Kaiser has been closely involved with Canada’s venture capital markets for over thirty… Continue Reading

After pre-marketing their latest venture, Denham Capital, which is one of the largest resource-focused private equity firms, announced the formation of Auctus Minerals, to focus on acquiring underperforming operations across Australia and applying operating efficiencies to them in order to turn a profit. The venture is being funded with US $130 million (initially) from Denham and will… Continue Reading

Amid the doom and gloom of the resource markets, two small cap focused boutique investment firms have decided to combine their shops in an attempt to gain size and weather the storm. This morning, Toronto-based Mackie Research announced it would be acquiring the oil and gas boutique, Jennings Capital. Jennings was founded in Calgary by Rob… Continue Reading

A relatively unknown European-focused gold developer called Euromax Resources (EOX:TSXV) has a market cap of just $26 million, but yesterday it secured a $175 million streaming deal with the world’s largest gold streamer, Royal Gold. That’s nearly 8x its current market cap. Euromax’s management is made up of most of the former European Goldfields executives who sold that… Continue Reading

As reported earlier (here), billionaire Swede Lukas Lundin has been in talks with Kinross and the Ecuadorian government for a potential deal on the infamous high-grade gold deposit known as Fruta del Norte. After 5,200 shares traded today, the Lundin Group shell, Fortress Minerals (FST.H:TSXV) was halted pending news. As we speculated earlier, this would… Continue Reading

One of the youngest and most dynamic executives in the mining industry today is Nolan Watson, 34, founder and CEO of Sandstorm Gold (TSX:SSL, NYSE: SAND), a publicly traded streaming company with an approximate $860 million market capitalization. Earlier this week Sandstorm added Marry Little to its board of directors. Ms. Little is the founder… Continue Reading

Since our “Some Reason for Optimism in the Gold Miners” post from two weeks ago, the senior gold miners have posted nothing short of a 10% rally: Click to enlarge The most interesting aspect of the recent rally in gold stocks is the fact that the metal itself has lagged considerably behind: Given that we… Continue Reading

Resource sector stalwart John Kaiser, editor of Kaiser Research, a subscriber supported publication which analyzes nearly 2000 junior resource companies worldwide, joined Vanessa Collette of Cambridge House Live in Vancouver Monday to discuss his take on the junior markets. Kaiser thinks this summer may be a good time for investors to start bottom fishing out… Continue Reading

Economic geologist Brent Cook, the editor of Exploration Insights, a high value subscriber supported publication focused on junior miners, echoed much of what he said in our interview of a few weeks back when he sat down with Vanessa Collette at the Cambridge House conference in Vancouver the other day. Related: Brent Cook: Why gold miners… Continue Reading

In a surprising announcement, the young and recently announced President of McEwen Mining (MUX:TSX), Ian Ball, announced his retirement from the company effective July 15, 2014.  Not much clarity on the decision was given in the release.  Could this mean tension between Rob McEwen and his protégé or is this the beginning of a new… Continue Reading