There has been a lot of discussion from both Ivanhoe Mines (IVN:TSX) and the investing community about what the best course of action is for the company given the fact they have three world-class assets in their portfolio but are only getting valued as if they had one (if that). This morning, Ivanhoe announced that they have formally… Continue Reading

Ukrainian Attack on Russian Convoy Sends Markets Lower    Markets were relatively flat for most of the week until Friday, when Ukrainian troops attacked a Russian convoy and concerns over the stability of the latest ceasefire between Israel and the Palestinian ministry. Despite Moscow’s insistence that the convoy is part of a humanitarian mission, the… Continue Reading

Managing Expectations Part I: The Importance of Cycles in the Investment Management Process By Frank Holmes CEO and Chief Investment Officer U.S. Global Investors Posted Aug 13, 2014 Elon Musk, CEO of Tesla Motors, told the Guardian last year: “The lessons of history would suggest that civilizations move in cycles. You can track that back… Continue Reading

If you want to become a millionaire by the age of 40 and get to be a billionaire miner’s apprentice, consider going to law school, becoming fluent in Japanese, and raising hundreds of millions of dollars in that country for world class resource assets. That’s exactly what Kaizen Discovery CEO Matthew Hornor did for mining… Continue Reading

Low capital intensity projects with good operating margins continue to find financing solutions despite the overall equity markets in the mining sector remaining at stagnant levels.  Mark O’Dea’s West African gold developer, True Gold (TGM:TSX) fits this description and two of the major gold royalty companies agree. Last night, Franco-Nevada and Nolan Watson’s Sandstorm Gold… Continue Reading

The Lundin Group are one of most successful natural resources developers on the planet, with operations ranging from exploration to production, and mineral and energy interests spanning nearly every continent. With a company motto of “No guts, no glory” the Lundin’s entered the Atrush block in Iraqi Kurdistan in the search for oil with their… Continue Reading

This morning Torex Gold (TXG:TSX) which has $90 million of warrants expiring tomorrow at an exercise price of $1.50, announced that they have signed a credit agreement with a syndicate of lenders for the previously announced $375 million project finance facility.  This money is ear-marked for the development of the El Limon-Guajes project and represents… Continue Reading

25 years have passed since the Eskay Creek discovery, claim staking rush and Vancouver Stock Exchange bubble. Murray Pezim was correct; it became one of the richest mines of all time! I was a dishwasher at my dad’s hotel in Stewart, B.C. when this five-part BCTV news series with Deborra Hope about the Golden Triangle… Continue Reading

Markets Soft on Flaring Geopolitics and Fragility in EU Growth Global headlines have been kept busy with the constant bombardment of flaring geopolitical issues in the Middle East and Eastern Europe together with growing concerns on the impact and spread of the Ebola virus in West African nations. North American Indices largely ended down to… Continue Reading

The hottest uranium discovery stock in the world is Fission Uranium, with its Patterson Lake South project shaping up to be an incredible uranium asset, in an albeit unloved time for the commodity. This afternoon, Warren Stanyer and Kurt Bordain, two directors resigned from the company. The men were on Fission’s board as a result… Continue Reading

Since we interviewed CGX Energy’s (OYL:TSXV) President and CEO, Dewi Jones in March (read: Small cap investors should watch CGX Energy…Huge potential should they find a farm-out partner), shares are up nearly 100% as the company continues to get closer to securing a farm-out partner for their three shallow, offshore oil blocks in the Guyana-Suriname… Continue Reading

One of the newest entrants to the prolific Red Lake gold district in northwest Ontario, Pure Gold Mining (PGM:TSXV), is about to start a 9,000-metre drill campaign on its Madsen project.  The drills are expected to start turning next week and will target the known mineralization where the high-grade resource is currently hosted as well… Continue Reading

After releasing initial results that extended the known strike length of mineralization at the Arrow target to 515 metres, NexGen (NXE:TSXV) released this morning the first assay result from their 2014 summer drill program which hit extremely high-grade uranium mineralization. In drill hole AR-14-15 at the Rook I project, two wide intervals of high-grade uranium were… Continue Reading

Just a week after the New York hedge-fund, Casablanca Capital, won its intense proxy fight over the $2.7 billion Cliffs Natural Resources (CLF:NYSE), another New York based fund has sent a warning to Madalena Energy’s management this morning. In a powerful yet to the point press release this morning, Joshua Silverman of Iroquois Capital Management, LLC… Continue Reading

According to exploration geologist Brent Cook, Cordoba Minerals is exploring the best possible place in Colombia to build a mine, if they find one. Last year, Cordoba concluded a nearly three year effort to consolidate a 30,000 hectare project in Colombia’s northern Mid-Cauca Gold Belt, called the San Matias project. Small scale artisanal mining is… Continue Reading