Star Royalties & Kenorland Minerals: Fund Manager
This is a private archived report from thomcalandra.com and The Calandra Report. Please e-mail Thom at thom.calandra@gmail.com for more information. Thank you.
Top 2 ‘Miners’ For Young Fundie
TCRs, Ivanhoe Mines shares now trading at all-time highs. Africa copper miner’s market value at $14.55 CAD now at approx. $18 billion. IVN IVPAF * Star Royalties | DHT Maritime | Kenorland Minerals | QC Copper & Gold’s Intel “I THINK you need exposure to copper and gold. I would lean toward the market correcting …
Longing For China’s Short (Copper)
‘Always Be Long,’ Africa Miner Says Copper’s spot price and active futures contracts are rising 2.2% at last look. So-called volatility is accelerating in producer-copper equities such as Vale, Glencore, Freeport McMoRan FCX (up 5% right now), BHP, Rio Tinto, Teck Resources — and our preferred copper producer, Ivanhoe Mines IVN IVPAF and sister-co Ivanhoe …
Copper Kicking In — China-Scale
‘Always Be Long Nation’s Short Copper’ Copper’s spot price and active futures contracts are rising 2.2% at last look. So-called volatility is accelerating in producer-copper equities such as Vale, Glencore, Freeport McMoRan FCX (up 5% right now), BHP, Rio Tinto, Teck Resources — and our preferred copper producer, Ivanhoe Mines IVN IVPAF and sister-co Ivanhoe …
Rob McEwen, Argentina Copper & President’s ‘Damnit’
‘Viva la libertad, carajo.’ [‘Long live freedom, damnit.’] — Argentina President Javier Milei TCRs, our 35-minute interview with McEwen Mining‘s Robert McEwen came on the same day as new Argentina President Javier Milei‘s jarring defense of capitalism and speech-ending ‘damnit‘ at Davos World Economic Forum. [See please Javier Milei’s Davos Video &] * Rob, 73, …
Rob McEwen, Argentina Copper & President’s ‘Damnit’ Read More »
Picky Mining Investors Show Early Interest In ‘Deal’ Forgers
Kenorland Minerals’ stock gain sways fickle investors Also cited: Vista Gold; AMEX Exploration Eldorado Gold & Seabridge Gold Canada’s Kenorland Minerals shares this (past) week notched a 20% gain in a picky, even swampish market for mining stocks. So far, the gain and the thickest turnover of shares in 2 months for Kenorland KLD KLDCF …
Picky Mining Investors Show Early Interest In ‘Deal’ Forgers Read More »
Big Miners ‘Reaching Down’ To Smaller Explorers
Kenorland Minerals one of several mini-maxi transactions Also cited here: Vista Gold; AMEX Exploration; Eldorado Gold; McEwen Mining; Seabridge Gold; Inomin Mines* Canada’s Kenorland Minerals shares this week notched a 20% gain in a picky, even swampish market for mining stocks. So far, the gain and the thickest turnover of shares in 2 months for …
Mini-Maxi Combination Signals Opportunity For Miners
Obscure Québec Explorer In $24 Million CAD Transaction A neglected sub-$15 million metals explorer, Orford Mining ORM ORMFF, will become part of a company, Alamos Gold AGI, that qualifies as one of the fastest growing Canadian gold producers of the past 10 years. The Orford-Alamos boilerplate: external news report here please. Press Release here please.TCRs, …
Mini-Maxi Combination Signals Opportunity For Miners Read More »
Mini-maxi combo signals opportunity for cashed-up miners
Alamos Gold Will Buy Orford Mining For Shares Obscure Québec Explorer In $24 Million CAD Transaction [Tuesday: Dollar Shrinks Commodity Prices — below *] A neglected sub-$15 million metals explorer, Orford Mining ORM ORMFF, will become part of a company, Alamos Gold AGI, that qualifies as one of the fastest growing Canadian gold producers …
Mini-maxi combo signals opportunity for cashed-up miners Read More »
Sizing Up Saudis’ ‘Future Minerals’ | Opinion
‘Future Minerals’ In Riyadh Draws 14,000 Middle East Kingdom Swaying West, And China, To Explore & Process Metals The Kingdom of Saudi Arabia, as it calls itself, is in a third year of awarding metals exploration licenses to foreign entities. The Future Minerals Forum 2024 this week is said to have drawn 14,000 attendees. Only …