Michael Berry of Disruptive Discoveries Journal is out with a good slide deck on macro and metals themes that he presented earlier this month for the Quebec Mineral Exploration Association. Mining investors know the story well – excess supply and insufficient demand have hit commodity prices hard, as well as the energy-reliant Canadian economy. Meanwhile, debt… Continue Reading

There was an interesting article in the Globe today on Tesla that is important to the cobalt market. Long-term investors can catch a ride with Tesla Excerpt (emphasis ours): Think about battery volume alone. Tesla’s goal is to ship 700,000 cars in 2019, which requires a 24-fold growth from production volume last quarter. This would give… Continue Reading

In the mining game, one dumb mistake can lead to years of decline. See Mining, Baja. Baja Mining? More like Ba-ha-ha-ha-ha Mining. “Shares of Vancouver-based Baja Mining Corp. (TSX:T.BAJ, Stock Forum) climbed 37% to 35 cents after the company provided revised capital cost estimates for its Boleo Project in Mexico after Monday’s market close,” –… Continue Reading

THE CALANDRA REPORT: Subscribe Concordia Resource Corp. – one of Canada’s most puzzling metals equities – is gaining a DRC Congo nickel, copper and cobalt property and another, copper and gold, in Australia. Concordia (CCN in Canada) explains that pending shareholder approval it also shall distribute shares of a new Argentina-focused explorer to shareholders. That’s… Continue Reading

The Mackenzie Valley Review Board has released its Report of Environmental Assessment and Reasons for Decision for Fortune Minerals’ NICO gold-cobalt-bismuth-copper project. This is a significant milestone for the NICO project, see: Fortune Minerals receives Environmental Assessment Board approval for the NICO mine & mill