I don’t think that the market yet fully understands the consequences of what just took place over the weekend. Read: Saving Cyprus Means Nobody Safe as Europe Breaks More Taboos | Bloomberg You’re starting to see a [potentially massive] flight of Russian capital out of the EU. This is only the beginning. The velocity of money will pick up as… Continue Reading

“Japanese scientists have found vast reserves of rare earth metals on the Pacific seabed that can be mined cheaply, a discovery that may break the Chinese monopoly on a crucial raw material needed in hi-tech industries and advanced weapons systems.” Article: Ambrose Evans-Pritchard, The Telegraph

“Rio Tinto does not need cash from an IOC sale and is unlikely to entertain low bids,” BMO Capital Markets analyst Meredith Bandy said. Article: Peter Koven, Financial Post

“Farmland in England rose 51 percent since 2008. Its rise is expected to continue, outperforming the housing market and stocks.” English Farmland Is Hot Property | Bloomberg Businessweek

I spent the past four days at the posh Trump Hotel in Panama City, visiting a friend in the venture brokerage business. Panama is a safe, beautiful country with the friendliest people, and the Trump was a great hotel for the money ($179/). As readers know, Panama is a haven for offshore money. This is… Continue Reading

Worth an estimated $27 billion, the enigmatic Prince Alwaleed bin Talal has very public holdings: he is the second-largest voting shareholder in News Corp., he owns Paris’s George V hotel and part of New York City’s Plaza hotel, he is a major stockholder in Apple, and he will soon own the world’s tallest building. But… Continue Reading

This morning Skyharbour Resources announced they have acquired a land package in the Southwestern Athabasca region in close proximity to the Fission/Alpha Minerals discovery. Shares in the junior exploration company (TSXV:SYH) traded up 10% to six cents by press time. The company has been around for over ten years but inactive as of late save for a rollback in… Continue Reading

Some trading below market value… Unemployed IR guys and gals, quick, prepare resumes! Marketing service providers, you know what to do! Via: Vancouver Venture

Now if Encanto can complete the Indian off-take deal, they’ll really be in business… Read: Harper Government supports development of first ever on-reserve potash mine QUOTE: TSXV: EPO Disclosure: long, subject to change without notice.

William Lamb, President and CEO commented, “The recovery of these large stones is hugely significant to both Lucara and Botswana. To the best of my knowledge, the 239 carat stone is one of the largest diamonds ever to have been recovered from the highly prolific Orapa kimberlite field in over 40 years of production. The… Continue Reading

“He really has to do something to prove he isn’t having any cash problem,” Brito at Teorica said. “Maybe selling an asset, like MPX, or doing a farm-out at OGX; anything that proves that he has assets that he can sell at a good price.” Brazil Billionaire Batista Said to Face Collateral Calls | Bloomberg… Continue Reading

During the PDAC, Kitco’s Daniela Cambone and I got together At the Bar for a discussion on exploration and the junior market. The discussion included some long time friends and work associates who I consider some of the best exploration geologists in the industry: Graham Brown (Head of Exploration and Acquisitions, Anglo American); Doug Kirwin (Executive… Continue Reading

As a technical analyst my job isn’t to focus on fundamentals or to look into a crystal ball to determine which fundamental catalysts might be just around the corner. Rather, it is to analyze price action and figure out what the market may be signalling could happen. More importantly, it is to accurately gauge risk… Continue Reading

Father and son Ben and Garrett Ainsworth may have lead Alpha Minerals and JV partner Fission Energy to the radioactive mother lode on a new frontier in the Athabasca Region of Northern Saskatchewan. Not long ago, Alpha Minerals, formerly ESO Uranium, was a dog of a stock. Trading at just $.02 last October, chances of… Continue Reading

I had the opportunity this week to connect with Jorge Beristain, head of Americas metals and mining equity research at Deutsche Bank. It was a fascinating interview, as Jorge communicates with CEOs of the world’s largest mining companies, and helps guide high-net worth individuals and institutions with their mining investments. Key issues discussed during the… Continue Reading