I had the chance to sit down once again with Rick Rule, Chairman of Sprott US Holdings. It was an interesting conversation, as Rick noted natural resource markets are transitioning into a phase in which “optionality” is becoming a highly attractive speculative strategy. “Optionality [or hoarding] is a speculative technique that works particularly well when… Continue Reading
https://youtu.be/vQYN5aNocnA “What would you like to talk about this time?” I asked my boss, after walking into his office. “Well, I’d like to have a conversation for the issuers,” replied Rick Rule, Chairman of Sprott US Holdings, “in terms of what we look for, before giving a company our client’s money. What do you think?”… Continue Reading
I had the chance to visit once again with Rick Rule, Chairman of Sprott US Holdings. It was a great conversation, focusing on the state of metals and mining, a $20 billion opportunity now available due to market chaos, and ‘multiples of potential return’ in mining equities, should historical measures reassert themselves. “I’ve seen this… Continue Reading
The market is out of step with reality, Eric Sprott tells Tekoa Da Silva in this recent interview. “We had no growth in the economy to speak of. Yet these stocks were trading at record-high prices,” he says of the overall market. He also believes the banking system is over-exposed to assets which stand to… Continue Reading
Interview with Jim Rickards (MP3) During a time of increasing uncertainty in global financial markets, Jim Rickards, best-selling author and advisor to US Department of Defense and Intelligence Communities, was kind enough to share a few comments. When asked about People’s Bank of China’s recently announced gold reserve holdings numbers, Jim noted that, “I’ve been… Continue Reading
Miles Thompson had been working for major mining companies during the 1990’s. But he realized that he could reap the greatest reward from pursing projects that he controlled. That’s what led him to start Reservoir Minerals and Lara Exploration. Reservoir Minerals has become one of the top new exploration companies. It owns a well-followed copper-gold… Continue Reading
Exploration activity in the resource sector is down dramatically. Some of the world’s top exploration geologists are calling this an ideal time to shop for new prospects. With fewer junior resource companies around, it’s easier to get your hands on some of the most coveted exploration targets, they believe. Tekoa Da Silva took our recent… Continue Reading
Chance encounters can provide some of the most rewarding opportunities for investors. Rick Rule, Chairman of Sprott US Holdings, recounts how a small mining event led to a career-changing investment. Rick still attends conferences on a regular basis. As he says, you never know who you may meet. With the 2015 Sprott-Stansberry Vancouver Natural Resource… Continue Reading
Listen to full audio (Mp3) > Read online > Rick Rule, Chairman of Sprott US Holdings, sat down with Tekoa Da Silva to discuss his early experience investing in natural resources. What lessons did he learn from those early days? What are some of the principles for investing in individual companies, not just commodities as… Continue Reading
Tekoa Da Silva recently spoke with Rick Rule, Chairman of Sprott U.S. Holdings, on video for our readers. In this discussion, Tekoa and Rick get into the ‘nuts and bolts’ of speculating in exploration stocks. What’s the right amount to have in these stocks? What should a resource portfolio look like in different market cycles?… Continue Reading
Bob Quartermain has been one of the most successful resource sector investors of the last 20 years. He ran Silver Standard, acquiring silver projects and making discoveries during the precious metals bear markets of the early 90’s and early 2000’s. Rick Rule was involved in financing the company in 1992 when it was a small… Continue Reading
>>Interview with Ross Beaty (MP3) Tekoa Da Silva recently sat down with serial entrepreneur Ross Beaty, founder of Pan American Silver and Alterra Power. Mr. Beaty is a legendary investor in the resource sector. He made his fortune buying up mineral assets in depressed markets and selling them years later at hefty premiums. Is Mr.… Continue Reading
As cyclicality in natural resource markets expresses itself in earnest, Adrian Day, of Adrian Day Asset Management, was kind enough to share a few comments on symptoms of resource market tops and bottoms. Reflecting on nearly 35 years of experience in the resource business (starting as an editor-turned-money manager), Adrian noted that one must realize,… Continue Reading
>>Interview with Brent Cook (MP3) During a time of stagnating interest in metals, mining, and resource equities, Brent Cook, geologist and publisher of Exploration Insights, was kind enough to share a few comments on the business of exploration. Reflecting on over 30 years of exploration analysis, Brent noted that, “The biggest mistake I see in… Continue Reading
During a period of polarizing precious metals and industrial commodity pricing, Rick Rule, Chairman of Sprott U.S. Holdings was kind enough to share a few comments—opining on global counterparty risk, resource capital markets, capitulation, and more. When I asked for his expectation of a final capitulation sell-off in resource markets, Rick noted that, “We came… Continue Reading
