We caught up with Bob Moriarty, editor of 321GOLD.com this morning on his way to visit the Sierra Mojada silver/zinc project in Mexico (Silver Bull Resources, Inc.). A former American Marine fighter pilot who flew over 800 combat missions, Moriarty is also a veteran precious metals analyst, visiting dozens of mineral projects around the world each… Continue Reading

“You want to be a trader, come be a trader,” he says. “The door’s open. You want to travel six days a week, you want to travel the world, the door’s open. I earn more than you. Come be a trader. Please, the door’s open.” Article: John W. Miller, Wall Street Journal

We called up Brent Cook, economic geologist and editor of Exploration Insights, for a quick conversation on the junior resource sector as we head into the summer doldrums yesterday (MP3 download link). Mining stocks are cheap but Brent’s not calling the bottom yet. “If you buy something in this market, be prepared to buy the same number… Continue Reading

“One drill hole changes the game. It’s very hard to decide who gets to make it and who doesn’t. It’s a big gate, and yet very few make it through. But you have to let them try.” — Lukas Lundin “Did you know you were getting the better end of that deal with Kinross?” I… Continue Reading

Speaking on the 25th anniversary of the launch of the BlackRock Gold & General fund, Evy Hambro, CIO of the Natural Resources Team at the manager, said that a new era beckons for equity investors in gold mining companies, which have started to focus on profitability rather than size. Article: Jonathan Boyd, Investment Europe

“I wouldn’t be surprised if the market in several months is disputing whether the oversupply will be achieved at all,” said Eugen Weinberg, head of commodities research at Commerzbank AG in Frankfurt. “Oversupply is pretty much priced in.” Article: Claudia Carpenter, Bloomberg

A World of Mining special – Part 2 of 2 Part 1: Chasing the carat: Canada’s Queen of Diamonds comes full-circle Stornoway Diamonds’ hostile takeover of Ashton Mining and Quebec’s Renard diamond project in January 2007 was followed by an exodus of Ashton executives and managers. Several departed for Peregrine Diamonds, which is advancing its flagship… Continue Reading

Mid tear Colombian oil and gas producer Pacific Rubiales Energy (TSX:PRE) today announced plans to buy back up to 10% of their public float, which would cost over $650 million at current prices. Read the press release here. Colombia’s oil producers in general are undervalued, according to the analysts we talk to. Frank Giustra backed Petroamerica… Continue Reading

Billionaire Eric Sprott suspects sovereign wealth funds have been significant buyers of precious metals in recent weeks, particularly those funds who were heavy buyers of gold and silver in recent years at higher prices. He also expects miners profit margins to explode as bullion prices increase, which he sees going to $3000 soon. “Gold stocks at… Continue Reading

Our friends at Pinnacle Digest published a great 24 minute audio interview with veteran mineral exploration analyst John Kaiser, whose Bottom Fish service tracks over 1800 junior resource companies listed on the TSX-V. Listen: 686 Junior Resource Companies on the Brink | John Kaiser Apr 17, 2013 Interview Kaiser sees commodity prices trending lower. He is… Continue Reading

Like the iron ore producers, copper miners have invested so much bringing new supply to the market that a surplus of copper is now expected for the first time in many years. Article: Garry White and Emma Rowley | Telegraph

Copper and silver tycoon and environmentalist Ross Beaty sees stagnant global growth, but strong fundamentals for gold. Here he shares his views, and a few memorable moments in his career — on both sides of the industry. “Comfortable with ambiguity,” says the sign on Pan American Silver chairman Ross Beaty’s office door. It’s a fitting… Continue Reading

Copper has been kind to Chile. It provides 20% of GDP and 60% of exports. Thanks to it, Chile’s economy is expanding by nearly 6% annually, while inflation and unemployment are enviably low. Poverty rates have tumbled; public services are mostly good. Chile has other strengths, such as agriculture, tourism and even high-tech. But small… Continue Reading

Barbara Yaffe: If B.C.’s NDP wins, those of us needing to work can always move to Alberta Article: Vancouver Sun

Topics include NexGen Energy, Fission Energy, Alpha Minerals and Denison Mines. Recorded April 24, 2013.