Exploration Insights by Brent Cook www.explorationinsights.com Issue No. 362 February 7, 2016 Carter Smith, videographer for Tommy Humphreys’ CEO.CA resource-focused website and chat room, caught Joe and I taking a first pass look at a few mineral projects being advanced around the world. For those of you interested, the following videos provide a good first… Continue Reading
Exploration Insights by Brent Cook www.explorationinsights.com Today we begin where our last rant left off. (link) The Rant But then metal prices began to decline, economies slow, and profits slip away. What went wrong this time Dad? Will mining boom again? Don’t hold your breath kid. It’s bleak out there and we have a 10-year… Continue Reading
It was tough kid. We were just coming out of the most perfect spring. The fruit trees were all in blossom, streams filled with fish, deer abounded, and we were all feeling pretty right with the world—we owned it and were the chosen ones. Then we headed out across the flats, believing the prophets that… Continue Reading
Source: John Timmer: Building a better way to Understanding Science, 2009. Link. For a virtual letter titled Exploration Insights, we seem to devote an inordinate amount of text to mining, metallurgy, infrastructure, discounted cash flows, social license, permitting and, working capital. Not today. Today we want to consider minerals exploration, a scientific process that is largely intuitive and… Continue Reading
Rules of Thumb for Junior Mining Speculators —A Light at the End of the Tunnel by Brent Cook. Initially published by Streetwise Reports (The Gold Report–1/13/14) www.explorationinsights.com As we all know, for most speculators and investors the past few years in the mining and exploration sector have been disastrous. However, there are a number of fundamental trends… Continue Reading
The Rant Thank you Toronto, and other observations Your neighbours to the south will be eternally grateful for your crackpot mayor providing considerably better entertainment value than your mining markets of late. The comic relief is greatly appreciated– keep it coming. The relentless hammering of the junior mining markets and gold price continues despite the… Continue Reading
Source: Karen Roche of The Gold Report (9/18/13) Many mining companies find themselves in a high-grading dilemma, according to Brent Cook, publisher of Exploration Insights. As companies deplete higher grade reserves, they have to acquire new deposits. But unless you are a geologist, don’t look to NI 43-101s to always give you reliable information about the quality of a… Continue Reading
Exploration Insights is a web-based subscription service that serves an international family of investors and speculators (approximately 40% US and 40% Canadian, with the remainder based in ~20 countries scattered across the globe). In addition to communications with our clientele, my research necessitates that I routinely email, Skype, and phone Canada, Serbia, Turkey, Indonesia, Australia,… Continue Reading
During the PDAC, Kitco’s Daniela Cambone and I got together At the Bar for a discussion on exploration and the junior market. The discussion included some long time friends and work associates who I consider some of the best exploration geologists in the industry: Graham Brown (Head of Exploration and Acquisitions, Anglo American); Doug Kirwin (Executive… Continue Reading
