Prior to the Ivanplats IPO in 2012, the Wall Street Journal and Bloomberg had both published articles speculating on an offering value of up to a billion dollars (the IPO was eventually completed as a $300-million offering). The company was founded by Robert Friedland, one of the best known mining developers, and had assembled three… Continue Reading

This Week is a collection of articles, quotes and thoughts that speak to the state of the markets, whether macroeconomic or company centric. Click on the links to explore a collection of articles, or skim through the headlines for some quick context. This Week… Play the Long Game – The Telegraph came out with an… Continue Reading

Endeavour Mining (EDV-T) Price: 0.55 MC: $227 million During the bull market, large gold companies were pressured by shareholders to finance higher-cost mines by issuing debt. That increases production and cash flow when gold is rising, but when the price falls it burdens large producers with too much debt and renders their production unprofitable. Four… Continue Reading