Brent Cook of Exploration Insights newsletter spent several minutes this morning on BNN’s Commodities show talking junior mining stocks with host Andrew Bell. Mr. Cook has been negative on the gold price in the last couple years but is warming up to the space and believes that gold will end the year higher in 2016.… Continue Reading

The core shack at Roundup is where you find serious teams who are still funding exploration projects in a harsh market. It’s also one of the better places to talk shop on existing or emerging discoveries. Monday, we did Part I. Today, in Part II, a few more stories catch our eyes. Barrick Gold (ABX-T)… Continue Reading

Early in 2016, we are witness to a “hard assets” liquidation frenzy, the likes of which have not been seen for many years. The great commodities supercycle that was supposed to accompany the rise of the BRICs (Brazil, Russia, India and China) to economic heavyweight status has turned into a spectacular bust. The rooms once… Continue Reading

Error: A previous version of this article incorrectly stated the grade of silver as 659 g/t. It should have read 359 g/t. An interesting hit: Yesterday Orex Minerals (REX-V) said it intercepted 61 metres @ 359 g/t Ag, essentially starting from surface, and up to 3 metres at 2,271 g/t Ag on the Sandra Escobar… Continue Reading

The current environment of cheap gasoline, even if it persists for some years, will not fully derail – and may not even slow down – the trend toward automotive electrification. I know this is counterintuitive, but I believe it’s defensible. Consider: with gasoline at US$1.50 per gallon, and electricity at $.11 per kilowatt-hour, a gasoline… Continue Reading

The core shack at Roundup is where you find serious teams who are still funding exploration projects in a harsh market. It’s also one of the better places to talk shop on existing or emerging discoveries. Today, a few stories catch our eyes. Skeena Resources (SKE-V) This is a Ronald Netolitzky outfit exploring the Golden… Continue Reading

I needed to figure out how to change my entire life. Because the current one was going badly. It was 2002. A lot of people had it bad. But sadly I didn’t care about them. I was really depressed. My entire career at that point had added up to zero. There were some successes. But… Continue Reading

The ranks of the independent brokerage companies are being reduced again with the news that Euro Pacific Canada has acquired Dundee Goodman Private Wealth from Dundee Securities. Upon completion of this transaction, 78 investment advisers and related support teams will move from Dundee to Euro Pacific. In all about $3.5 billion of investible client assets… Continue Reading

CanAlaska Uranium (CVV-V) has been exploring in the Athabasca Basin of Saskatchewan, the world’s richest uranium-producing region, since 2004. In that time it has seen over $85 million spent on its projects, mostly by joint venture partners including Mitsubishi, Korean Uranium Consortium JV, Denison Mines and others. While an economic discovery has so far been… Continue Reading

The prices of commodity stocks continue to get crushed in the first couple weeks of the year. As I see constant red on the screen I am wondering when or if this bear market will ever end? I tend to look at the current market environment with a glass half full type of attitude. The amount… Continue Reading

Martin Hayes, Fastmarkets reporter, reminisces on his decades of covering the hectic action on the LME floor. (Republished with permission from Fastmarkets.com.) He begins: For nearly all my working career in the City, I have been closely involved with the LME and reporting from its open-outcry trading floor, the world-famous ‘Ring’. I first went down there… Continue Reading

The mining industry is really bad at seeing around corners or even remembering recent history. Take a look at Freeport-McMoRan (NYSE:FCX). They could never have predicted what wealth they would destroy by playing it “safe” and buying out two oil and gas companies — Plains Exploration and McMoRan Exploration Co. — with serious leverage. That ill-timed… Continue Reading

CEO.ca – Long time silver-gold commentator David Morgan is trying to raise US$11 million to US$28 million to seed a new royalty company called Lemuria Royalties. A website is up and a term sheet out. The plan, according to the term sheet (US$1/unit with warrant at US$0.85), is to acquire royalty and streaming assets in the… Continue Reading

There was a strong sense of déjà vu to the horrific news from the West African country of Burkina Faso on Friday night: Islamic terror attack on a hotel frequented by Westerners, many dead. For mining investors, it was another unwelcome geopolitical jolt from the poor, landlocked and prolific gold-producing country where many Canadian companies are… Continue Reading

CEO.ca – Nautilus Minerals (NUS-T) enters a critical phase in its bid to become a seafloor metals miner. Earlier today Nautilus noted it would start testing a number of its seafloor mining tools in early 2016. The key thing to realize here is that these tools have never been used before. Indeed, this kind of seafloor… Continue Reading