The wild excitement and crazy price fluctuations of 2011 seem to be a distant memory. Meanwhile, the mainstream financial media barely talks about gold and most portfolio managers are underweight precious metals and mining shares. While the casual observer might interpret this relative lack of interest in gold as a sign that the yellow metal has… Continue Reading
After some thousand blog posts on this site and others, I have just hit send on my first premium post for subscribers of Resource Opportunities, the investment newsletter we recently teamed up with. The Interim Update discusses an emerging Canadian mining discovery which your author is a shareholder of, and is on the cusp of receiving significant attention. For a… Continue Reading
Recently CEO analyst Travis McPherson and I had the opportunity to attend the Sprott Natural Resource Symposium at the historic Fairmont Hotel Vancouver. The conference gave us the opportunity to hear from and rub shoulders with some of the best names in mining. From Robert Friedland’s keynote address, to Ross Beaty’s keen insights and Rick… Continue Reading
The last word at Brent Cook’s exploration panel at the Sprott conference last week belonged to geologist Miles Thompson, currently chairman of Resevoir Minerals, developing one of the world’s richest undeveloped copper deposits in Serbia, and is CEO of Lara Exploration, which explores for minerals in Brazil and Peru. Mr. Thompson is someone highly respected by Mr. Cook,… Continue Reading
A new uranium exploration junior is about to start trading, and the CEO has a lot of experience with exploration promotions. The company is Westham Resources Corp, about to be renamed Roughrider Exploration Limited, which has an option to earn up to an 85% interest in in Kivalliq’s “Genesis” uranium project in Saskatchewan’s Athacasca Basin, not far… Continue Reading
Veteran Canadian venture stock cynic, analyst and promoter John Kaiser of Kaiser Research has published a free report with his take on the current junior resource sector bear market. Kaiser begins with the dire financial straits of many Canadian juniors, 700 of which have negative working capital. Kaiser believes these companies will end up converting… Continue Reading
Source: John Timmer: Building a better way to Understanding Science, 2009. Link. For a virtual letter titled Exploration Insights, we seem to devote an inordinate amount of text to mining, metallurgy, infrastructure, discounted cash flows, social license, permitting and, working capital. Not today. Today we want to consider minerals exploration, a scientific process that is largely intuitive and… Continue Reading
James Kwantes of The Vancouver Sun has a new story out on veteran mining executive Randy Turner and diamond exploration in Canada’s arctic. “Turner said Russian diamond exploration experts helped discover Snap Lake with the help of a wooden panning tray made from Siberian pine. Ridges in the pine separate the lighter material from the… Continue Reading
Resource sector stalwart John Kaiser, editor of Kaiser Research, a subscriber supported publication which analyzes nearly 2000 junior resource companies worldwide, joined Vanessa Collette of Cambridge House Live in Vancouver Monday to discuss his take on the junior markets. Kaiser thinks this summer may be a good time for investors to start bottom fishing out… Continue Reading
Economic geologist Brent Cook, the editor of Exploration Insights, a high value subscriber supported publication focused on junior miners, echoed much of what he said in our interview of a few weeks back when he sat down with Vanessa Collette at the Cambridge House conference in Vancouver the other day. Related: Brent Cook: Why gold miners… Continue Reading
Peter Koven of the Financial Post has a missive out this Saturday morning on Canada’s embattled junior resource sector. He speaks to Terry Ortslan, Stan Bharti, John Kaiser and others about why the sector is in trouble, and possible events that could trigger a turnaround. “History suggests that a quick drop in global metal inventories,… Continue Reading
Gold miners will have to acquire new projects in 2015 and 2016 if they intend to stay in business. This from Brent Cook, economic geologist and the editor of Exploration Insights, a respected mineral exploration investment research service. A dearth of new economic discoveries, reluctance to make acquisitions, the “high-grading” of existing mines, and cuts… Continue Reading
By Henry Bonner (hbonner@sprottglobal.com) Read online > Investing is a hard financial world. No matter if you’re investing in stocks, businesses, or gold it’s always going to be hard. You can make it easier by going to a company like Dr Wealth who provides financial education in investing. Finding out about them can really help… Continue Reading
Gold has bounced off the $1180 level twice in the last year, most recently in late December. Since then, it’s had a fantastic run and, at the time of writing, was trading at $1380. That’s nearly a 17% gain in less than 3 months. Nickel’s up nearly 20% off its 52-week low of $5.97 with… Continue Reading
Dave Lowell’s Lowell Copper announced an option to earn up to 70% in the TC property in the Hillsboro – Bisbee mineral trend in New Mexico from Rose Petroleum PLC and a subsidiary. The deal appears to have been structured in a way that allows Lowell Copper to back out if results aren’t promising. The… Continue Reading
