“We are in a supercycle for lumber,” suggests Raymond James Ltd. forestry analyst Daryl Swetlishoff, who has been expecting the impact of this confluence of events since publishing his “peak lumber” report in 2010. “We are in the third inning, and we see a lot of upside… A rising tide will lift all boats,” he… Continue Reading

Despite dramatic headwinds in both the uranium and exploration industries, Canadian explorer NexGen Energy has cornered the Athabasca Basin’s two best, recent uranium discoveries. On March 11, 2011, the uranium industry was devastated by the nuclear catastrophe at the Fukushima power plant on the west coast of Japan. The black swan event also coincided with… Continue Reading

Pretium Resources Inc (PVG) announce this morning that it has entered into a subscription agreement with Liberty Metals & Mining Holdings, LLC (“LMM”), a subsidiary of Boston-based Liberty Mutual Insurance, to issue to LMM by way of a private placement 5,780,346 common shares of Pretium (the “Purchased Shares”) at a price per share of C$6.92… Continue Reading

Petroamerica Announces Initial Test Results of more than 3,250 BOPD of Light Oil from the Mirador with its Las Maracas-8 Well This is another spectacular well from Petroamerica, our largest position. Press release, Stock quote.

Rick Rule rules the junior resource world with his checkbook. The acclaimed speculator has been financing mining and energy companies for nearly forty years and has the big scores and scars to prove it. From his perch as chairman of Sprott USA, the world’s best known natural resources & precious metals focused investment firm, Rule… Continue Reading

Today a friend asked if junior mining was dead. I told him what Rick Rule told me, which was: “No, if large mining companies are not exploring, which they’re not, nor acquiring, they are six or seven years from extinction.” It’s the juniors who provide new projects for the majors to deplete. The sector can… Continue Reading

There are no men’s jackets in the world that compare with the classic outerwear line of Italian wool merchant Loro Piana. As I contemplated this post a prominent entrepreneur called. “Oh yes,” he said salaciously. “Wearing one is like sex on your shoulders.”

We just received the following email from former Forbes West boss Mark Morabito announcing the parting of ways between his Vancouver-based natural resources group and Mr. Bharti’s Forbes & Manhattan in Toronto. Here’s what it said: I am writing to advise you that Forbes West and Forbes & Manhattan are parting company amicably. We will… Continue Reading

Renowned investors Frank Giustra, James Grant, Mark Mobius, B. Muthuraman, Tye Bousada, Jim Rogers, Seymour Schulich and Rob Arnott offer their best commodity related investment ideas. Article: Globe and Mail Frank Giustra renowned gold investor will soon be singing #PatsyCline in women’s under wear! See attached m.theglobeandmail.com/report-on-busi… — Kevin O’Leary (@kevinolearytv) April 20, 2013

Billionaire hedge fund manager John Paulson’s latest investor letter is out. He doesn’t comment much on gold, but he does write the following regarding his sizable gold mining positions: “……we believe there will be significant upside when the gold sector revalues.” Given the terrible performance of gold mining shares thus far in 2013, I believe… Continue Reading

Upcoming feasibility study and bulk sample test could prove mining legend Bob Quartermain has struck gold again with Pretivm’s Valley of the Kings discovery. Pretivm Resources’ (TSX:PVG) Valley of the Kings discovery on the Brucejack property in Northern B.C. is just about the best Canadian gold project in the hands of a development company right… Continue Reading

Article: Bespoke’s Commodity Spapshot

Congo took measures to block exports of the metals to force mining companies to add value to the commodities before shipping them outside the country, Mines Minster Martin Kabwelulu said today in a phone message. Article: National Post

Meet the natural resources industry’s most respected headhunter. Veteran mining CEO headhunter Bill Haldane has used “Diogenes” — the Greek philosopher who reportedly carried a lamp through Athens during broad daylight, looking for an honest man — as a moniker for over 20 years. “Diogenes was an honest, down-to-earth man, and I have tried to… Continue Reading

Veteran mineral exploration analyst Eric Coffin has come out with his April commentary. Readers interested in that sector are encouraged to take a look. The gist of the article is that investors and mining companies must think longer term: “People who work their way to the top of large organizations tend to be empire builders.… Continue Reading