Did you notice P. Lassonde is also wearing a Mandarin shirt collar, the same style as F. Giustra wore in our interview together? Is the Mandarin collar the secret handshake, so to speak, of the gold-bug elite? … It is obviously not a cost-savings measure… Thoughts?

Gold and mining investors should watch Franco Nevada Chairman Pierre Lassonde’s presentation at last week’s Denver Gold Forum. Lassonde believes the mineral exploration sector needs and will see a technological breakthrough like 3D Seismic’s revolution of exploration for oil and gas. He thinks the commodity super-cycle has at least 5-10 years left, and would bet “a lot of… Continue Reading

Brent’s partner Quinton Hennigh was also interviewed by Daniela at the Denver Gold Forum. Serious speculators should consider subscribing for Exploration Insights, Brent and Quinton’s premium newsletter. It’s the gold standard of exploration stock newsletters and I read it every Sunday. Join Brent, Quinton and I at the Toronto Resource Investment Conference Sept 27-28, 2012. Early registration is free… Continue Reading

Robert Friedland returned to the mining spotlight with a vengeance this week on news of IPO plans for Ivanplats, his private company with copper and zinc projects in the Congo and platinum and nickel projects in South Africa. Friedland showed his Midas touch with the discoveries of Voisey’s Bay nickel deposit in Canada, purchased by… Continue Reading

Recently we sat down with Amir Adnani, CEO of Uranium Energy Corp. ($UEC), an American uranium mining company, for a conversation on the nuclear industry eighteen months after the catastrophe at Fukushima which devastated both Japan and most uranium miners’ share prices. One of the most critical issues we discussed in our interview was the… Continue Reading

The Terrible Impotence of Monetary Policy. Forbes Fed Stuck at Zero Into 2015 Seen in Swaps, QE Odds Reach 99%. Bloomberg Ship Magnate Uses Gut in $11 Billion Bet Worst Since ’70s Ending. Bloomberg Shahid Khan: The New Face Of The NFL And The American Dream. Forbes Lumina Copper Update. World of Mining Jim Dines Audio. King… Continue Reading

The Parti Quebecois’ narrow election victory yesterday gave the province’s long-suffering separatists something to cheer about – at least until deadly gunfire from a lunatic introduced tragedy as Pauline Marois celebrated her political party’s win. The election outcome, not to mention the gunfire, likely put a bit of a scare into people – especially outside… Continue Reading

We had the opportunity to sit down with Frank Giustra last week, the lion behind Lionsgate Films, and an early architect of countless resource companies—most notably Wheaton River Minerals (now known as the $33B Goldcorp, which spun out the $12B Silver Wheaton), Petro Rubiales (now the $7B Pacific Rubiales), and Urasia Energy. By all accounts… Continue Reading

I began to wonder about Frank Giustra ten years ago when he assembled a massive lot on my grandparent’s street in West Vancouver and built a spectacular waterfront home. Giustra had come from the investment industry I learned, where my dad and three uncle’s have worked for over 30 years. But he was unlike us,… Continue Reading

Quiet, Understated, Marathon-Running Retail Banker Antony Jenkins Brought In To Run Barclays. Bloomberg Scotiabank Makes $3.13B No-Frills Bet on ING. Financial Post After Bloody, Violent Strike, Lonmin Miners & Management Make Amends, Prepare To Resume Mining Operations In S.A. Bloomberg SkySurf, Founded By Ottawa Businessman Raed Almasri, Bought Canadian Air-To-Ground Internet Service Rights For $2.1… Continue Reading

“You get a sale at Wal-Mart or Nordstrom, and they’re lined up at midnight to be the first ones in the door. When Wall Street has a sale, everybody says, ‘Oh gee, it might go lower’.” – Marshall Berol I had the chance to speak with Encompass Fund’s Marshall Berol yesterday. The Encompass Fund is heavily… Continue Reading

QOTD: “You hang around for as long as I have and they start giving you awards… Twenty years earlier they wanted to put you in jail.” Peter Brown, Chairman of Canaccord, BCBusiness George Kalmar, Prominent Toronto Businessman and Holocaust Survivor, “Who Arrived With A Pregnant Wife and Just $7.50 In His Pocket” Passes Away Peacefully At The Age of… Continue Reading

Greg Weldon’s Macro Market Update Audio. Weldon Financial Greg’s update focuses solely on Gold and Silver, with perspective on … … Gold’s med-term technical breakout … Gold’s longer-term technical position … the decline in the US Dollar Index … Gold ‘priced-in’ Eurocurrency … Gold ‘priced-in’ Yen … the new RECORD HIGH in Gold ‘priced-in’ Brazilian Real… Continue Reading

Schmooze or Lose. Obama doesn’t like cozying up to billionaires. Could it cost him the election? New Yorker Trust, empathy, mentorship. Three Leadership Traits That Never Go Out Of Style. HBR “This is not the time of your life you want to be easy.” @chris_reynolds — Tommy Humphreys (@tommyhump) August 20, 2012 Inmet secures US$1-billion… Continue Reading

Could a mine opening ceremony be a catalyst to LUC’s share price? Lucara Diamond Corp ($LUC on the TSX big board) is a Lundin Group diamond mining and development company that I owned and wrote about last year. I entered at an average cost of $.87 cents and sold at $1.11 (Sources: 1, 2). For those new… Continue Reading