‘‘When financial asset returns are close to zero, the return on gold is 20 percent on average yearly. Compound that.” — Peter Palmedo ‘Financial’ metals gold and silver, along with crude oil, are slowly benefiting from hard-asset status. “It looks like gold is going to test its all-time highs for the fourth time,” Joe Foster, an …
This report comes as metals prices (gold, platinum, nickel, copper, silver) negotiate a (seemingly) omnipotent U.S. dollar. Gold flirts with $2,000 an ounce. Among our TCR walking dead of metals equities, the ones this week/month/autumn 2023 that have a vibrant pulse include Alamos Gold AGI *; Aberdeen Physical Platinum Trust PPLT; enCore Energy EU; Trican …
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 »