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

We’re all well aware of the bearish summer seasonality (June & July) for the precious metals sector. However, there are suddenly a few reasons to believe that this summer will break the mold of what investors have become accustomed to: Click to enlarge The sell-off came early this year with a 10%+ decline in GDX… Continue Reading

There haven’t been many bright spots among the wreckage of junior or mid-tier gold miners recently. However, one bright spot has been a name which we have followed for the better part of the last year, Endeavour Mining: Click to enlarge After a blistering start to the year EDV has retraced roughly half of its… Continue Reading

Yesterday, Australian-listed Papillon Resources (PIR:ASX) was halted at the company’s request pending a “potential corporate transaction”.  If Papillon is part of a larger producers’ M&A mandate, then it would represent the 3rd such gold transaction in the past 2 weeks. Last week saw Rio Alto make a friendly, $300 million, bid for nearby Sulliden Gold and… Continue Reading

The microcap junior, Aston Bay Holdings (BAY:TSXV) is up over 30% this morning on the back of the company’s announcement that it has entered into an exclusive due diligence period with an unnamed major.  All we know about the major mining company from the release is that it has a market capitalization in excess of $10 billion.  The… Continue Reading

The gold market is currently experiencing multi-year lows in volatility within the context of a range-bound oscillation: Click to enlarge A near perfect symmetrical triangle has formed during the past two months as the range has continued to narrow with an increasing focus on the $1300 level.  While the current period of tranquility may last… Continue Reading

The downtrodden gold mining sector has a new M and A deal to get excited about this morning, and this transaction is centred around creating a mid tier producer focused on Peru. Alex Black’s Rio Alto Mining is buying Stan Bharti’s Sulliden Gold for roughly $300 million in stock which values Sulliden at approximately $1.12… Continue Reading

After experiencing a year of extraordinary volatility during 2013 the gold miners have turned downright dormant during the past few weeks: Click to enlarge For 9 consecutive trading sessions the GDX has traded within less than a 2% intraday range and for the past two months GDX has remained well contained within a 10% trading… Continue Reading

Today, the world’s largest diversified miner, BHP Billiton, announced it is looking to divest all or part of its Western Australian Nickel West business which includes the Mt Keith, Cliffs and Leinster mines and associated concentrators, the Kalgoorlie smelter, Kambalda concentrator and the Kwinana refinery.  The announcement comes as nickel prices continue to soar (although have… Continue Reading

In a surprising announcement, the young and recently announced President of McEwen Mining (MUX:TSX), Ian Ball, announced his retirement from the company effective July 15, 2014.  Not much clarity on the decision was given in the release.  Could this mean tension between Rob McEwen and his protégé or is this the beginning of a new… 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

For the past six weeks gold has traded within a tightening range which has increasingly focused around the $1300 level. While the recent consolidation could easily resolve in either direction, there are 3 good reasons for gold bulls to be concerned about a downside move over the coming weeks: 1. Commitment of Traders (COT) data has… Continue Reading

Continental Gold’s Buriticá project is Colombia’s most valuable gold deposit currently advancing towards production. The company is aiming to have over 10 million ounces of gold by 2015 and be in production by 2017, according to their latest corporate presentation. The Buriticá project covers a large area home to many illegal small scale miners, four… Continue Reading