Check out the Cambridge House Youtube channel for the rest of the WRIC13 interviews.

While many people are moaning and groaning about the sad state of the junior exploration market, the smart ones are paying attention and finding out that there are some real speculative opportunities out there. A great example is Colorado Resources Inc (CXO: TSXV). It started 2012 at less than 30¢, drifted lower to start out… Continue Reading

“Technology has changed financial services. The young people who understand that and embrace the change are going to be the next generation of winners in the industry.” Difference Capital CEO Neil Johnson thinks Canada’s capital markets are changing. “From a compliance and regulatory standpoint, the costs have never been greater,” he told me last Friday.… Continue Reading

To follow the smart money in junior gold stocks is to subscribe to Brent Cook and Quinton Hennigh’s Exploration Insights newsletter. Ten days ago we caught up with Brent and today we’ve got Quinton on the line to tell us about his latest opportunities. Jump to the audio here -> This afternoon’s conversation with Quinton… Continue Reading

Two weeks ago Sprott USA Chairman Rick Rule said: “This is the first time since 1992 that I’ve seen high-quality gold development assets reasonably and cheaply available in the market…” With the summer doldrums fast approaching what is a resource investor to do? While many will head off on vacation and try to avoid looking at… Continue Reading

We called up Brent Cook, economic geologist and editor of Exploration Insights, for a quick conversation on the junior resource sector as we head into the summer doldrums yesterday (MP3 download link). Mining stocks are cheap but Brent’s not calling the bottom yet. “If you buy something in this market, be prepared to buy the same number… Continue Reading

“One drill hole changes the game. It’s very hard to decide who gets to make it and who doesn’t. It’s a big gate, and yet very few make it through. But you have to let them try.” — Lukas Lundin “Did you know you were getting the better end of that deal with Kinross?” I… Continue Reading

“I wouldn’t be surprised if the market in several months is disputing whether the oversupply will be achieved at all,” said Eugen Weinberg, head of commodities research at Commerzbank AG in Frankfurt. “Oversupply is pretty much priced in.” Article: Claudia Carpenter, Bloomberg

A World of Mining special – Part 2 of 2 Part 1: Chasing the carat: Canada’s Queen of Diamonds comes full-circle Stornoway Diamonds’ hostile takeover of Ashton Mining and Quebec’s Renard diamond project in January 2007 was followed by an exodus of Ashton executives and managers. Several departed for Peregrine Diamonds, which is advancing its flagship… Continue Reading

Like the iron ore producers, copper miners have invested so much bringing new supply to the market that a surplus of copper is now expected for the first time in many years. Article: Garry White and Emma Rowley | Telegraph

Copper and silver tycoon and environmentalist Ross Beaty sees stagnant global growth, but strong fundamentals for gold. Here he shares his views, and a few memorable moments in his career — on both sides of the industry. “Comfortable with ambiguity,” says the sign on Pan American Silver chairman Ross Beaty’s office door. It’s a fitting… Continue Reading

Copper has been kind to Chile. It provides 20% of GDP and 60% of exports. Thanks to it, Chile’s economy is expanding by nearly 6% annually, while inflation and unemployment are enviably low. Poverty rates have tumbled; public services are mostly good. Chile has other strengths, such as agriculture, tourism and even high-tech. But small… Continue Reading

Gold has bounced $130 from its panic low of $1322 last Monday evening. We have read the stories about long lines to buy gold at dealers and jewelers in Asia, and there is no doubt that supply of physical coins in North America is tight. However, should the rebound fail between $1450 – $1500 we… Continue Reading

Topics include NexGen Energy, Fission Energy, Alpha Minerals and Denison Mines. Recorded April 24, 2013.

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