This report comes as metals prices stage a broad rally; gold now above $2,000 an ounce. [See this report for still-neglected yet worthy miners, named below.] Another Nation Draws Minerals Line In Sand China is restricting exports of EV battery material graphite. “The geopolitics of the green economy just shifted gears,” Éric Desaulniers of Québec’s Nouveau Monde Graphite said in …
China’s Gallium, Germanium, Graphite — Moly, Next? Read More »
That next leg up of an interest-rate and Israel-Hamas driven gold price rally has gold reaching toward $2,000 an ounce. [On Friday October 20, 2023, gold futures surpassed $2k. Few explorer stocks are benefiting. Ditto producers, roy-cos. The 1-year U.S. Treasury yield is flirting with 16-year highs. [See chart please.] Executives who run small metals and …
Purchases, ‘ideas,’ bottom-barrel choices and preferred miners, see below please. Gold Price rising 3%, or $60: See chart please. Silver price: up 4.5% See chart please. It is with heavy heart and tumultuous mind that we see a Middle East nightmare of war boosting prices of our preferred natural resource. TCRs, the gold (and silver) …
A Marked Gold Gain Amid Horrific Middle East Headlines Read More »
C3 Metals in Jamaica Again | Redeeming Grace | La Mano Di Dio Redemption is a loaded word. a. The action of saving or being saved from sin, error, or evil. b. The action of re-gaining or gaining possession of something in exchange for payment, or clearing a debt. At dinner in NYC (Song e …
Kazakhs’ Uranium | Cheap Gold Case | Radisson Mining | Dynasty Gold Pesky interest rates and the strongest USD vs. nearly all currencies (excepting export-star Mexico’s peso) are still bruising most commodity prices. [See Gold Case outtake below please.] Their attendant equities also are in hurt mode, notably copper, gold, silver, nickel-etc. miners. [Please see …
Excerpts here from 1-on-1’s at Beaver Creek Precious Metals Summit: Banyan Gold BYN & AMEX Exploration AMX. Latest: Western Copper & Gold WRN. Below. Also below: Valaurum’s Aurum-gold construct. Plus: a ‘webinar’ purveyor, Adelaide Capital, whose YouTube approach stands out. — Thom This is a crushing week for dollar-linked commodities. Gold‘s live futures contract today-Wednesday …
Verbatim: Banyan Gold | AMEX Exploration | Western Copper & Gold Read More »
Orford Mining | Azimut Exploration | Osino Resources | Newcore Gold + Uranium Rage * The Calandra Report/TCR subscribers: continuing with rough notes, direct quotes from Colorado’s Beaver Creek Precious Metals Summit. Earlier caches here. And here please. *Please see STEPDOWN DAY close* of this report for the uranium update. $70 SPOT HERE Playing …
Nuclear Fuels | enCore Energy | CanAlaska Uranium | Laramide The Calandra Report / By Thom Calandra Uranium‘s 3-year price catch-up continues with this week‘s catapult in spot prices and reports of a near-$70 per pound price. U-equity prices as measured by ETFs are climbing, too. Below-fair-value explorers in The Calandra Report/TCR: see here please. Uranium’s spot …
Uranium Spot Near $70 | Colorado Verbatim Part II Read More »
A Scrum For Mining Investors: Too Many Good & A Few ‘Untouchable‘ Choices TCRs, I go to the heavyweight nat-resource investment conferences, Beaver Creek, Denver Gold Forum, both in COLORADO; Zürich confabs, one or two others, to stay fresh re: miners/explorers/roy-cos/developers whom I believe could outpace the HOI-POLLOI when metals prices go ballistic. — Thom …
Executive Verbatim: EMX Royalty | Others [Part 1] Read More »
This is Cache Part II of ‘Immediate Purchases,’ prompted by private meetings with The Calandra Report holdings. Also: URANIUM’S ‘Cool Kids’ Club. Here is Cache I of The Calandra Report (with ‘untouchables’ named, is here. — Thom Calandra Our Precious Metals Summit 4-Day Up-Load [& The Untouchables) From Rocky Mountains’ Beaver Creek Laramide Resources …
Colorado Cache: ASAP Buys — Marc’s Laramide Resources Read More »