Why the gold bull thesis is wrong on a near-term (3-months or less) and medium-term (6-months or more) basis. I am and always will be a student of the market, and nothing is more valuable to me than credible, accountable and transparent sources; Keith McCullough of Hedgeye Risk Management taught me that. He has also taught… Continue Reading

Few businessmen posses the enterprise and acumen required to lead a company to success. Even fewer still have the gumption, drive and tenacity needed to take that company to the forefront of an industry. Jack Welch is one of these few. Though he was the youngest CEO General Electric had ever had, Welch was able… 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 was hangin with my pals Michael McCrae and Anthony Halley from MINING.com today. We were out on the patio of the 888 Cafe Express on Dunsmuir between Howe and Hornby streets taking in some sunshine and coffee, as well as catching up with the steady stream of mining and energy promoters walking by – it’s their home turf. One of… Continue Reading

The Q1 2013 Newmont Mining conference call was about as somber as a funeral procession and company management offered little for investors to get excited about in the future. The senior gold producers have clearly turned their attention to aggressive cost cutting after years of mining cost inflation and terribly timed spendthrift acquisitions of lackluster… Continue Reading

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

Mid tear Colombian oil and gas producer Pacific Rubiales Energy (TSX:PRE) today announced plans to buy back up to 10% of their public float, which would cost over $650 million at current prices. Read the press release here. Colombia’s oil producers in general are undervalued, according to the analysts we talk to. Frank Giustra backed Petroamerica… Continue Reading

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

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

[His] offices carry a distinct museum quality. Three decades of scalps, resulting from some of the most famous hostile takeovers, proxy fights and board assaults in American financial history, cover every cranny of his wood-lined corridors… Article: Steven Bertoni, Nathan Vardi | Forbes India

Alpha Minerals Reports 53m of 6.57% U3O8 With 10.5m of 29.26% U3O8 at Patterson Lake South JV, SW Athabasca Basin Industry sources continue to be amazed with the quality of this discovery. Press release, Stock quote.

Rick Rule rules the junior resource world with his checkbook. The acclaimed speculator has been financing mining and energy companies for nearly forty years and has the big scores and scars to prove it. From his perch as chairman of Sprott USA, the world’s best known natural resources & precious metals focused investment firm, Rule… Continue Reading

From pristine beaches to palaces, entire islands and its London embassy, a nation in crisis is selling its assets, writes Harriet Alexander. “We are like a bankrupt housewife forced to sell the silver, to save the family,” he said. “Greece has no choice.” Some 70,000 lots are for sale, ranging from pristine stretches of coast… Continue Reading