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 »
CACHE I: For The Calandra Report subscribers. Cream of the BEAVER CREEK SUMMIT crop … and a few untouchables (hoi-polloi*) that are likely to suffer devastating end-of-year selling, maybe court-protection filings and-or wave-the-white-flag equity offerings.* A.S.A.P. BUYS: EMX | LAM | BYN | AZM | OSI | CVV Untouchables: Tudor Gold | Goldshore Resources | …
Lofty Mining Show’s Standouts … & Untouchables That Will Suffer In Year-End Selling Read More »
Plus + Minus: Uranium At Westminster | Tiny Lavras Gold & Other Summer Stars Better late than never; better never late. Shareholders of EMX Royalty Corporation were hoping for a 0.25% or so slice from Zijin Mining Group in Serbia. This gets the Colorado roy-co 0.3625%. Bonus is China miner’s strategy to go deeper …
In Serbia, China Miner & Roy-Co Seal Copper Pact Read More »
‘Golden Triangle’ Project’s Angles Might Not Total 180° International researchers at the University of Northern British Columbia say many of western Canada’s glaciers will melt off by year 2100. Tudor-Gold and its Treaty Creek gold-silver-copper spread, hanging on a glacier in British Columbia’s so-called Golden Triangle, might disappear well before then. I have been …
Commodity prices for metals, and for some foodstuffs (soy beans for one), look to be recovering from a 1-year-plus slog. Wise if we all were in live cattle, for one, as we endured the metals malaise. Now those cows represent a splendid a one-year futures chart (mais pas moi). How about maligned uranium, which is …
Grapevine: Ivanhoe | Alamos Gold | Plat Vs. Pall | Uranium Read More »
Gold, Copper Intercepts Yielding Several Touchdowns — For Once Updated with geo-comments from Namibia’s Osino Resources; and with link to MJG Capital’s first-half required-reading review. MJG (Matt Geiger) surveys Canada’s Kenorland Minerals front and center. A Brazil mining thesis, too. Drill-core images and their assayed intercepts are boosting specific gold and copper explorers’ shares. Not many, but of …
This report: Aston Bay Holdings, Stuhini Exploration, Aztec Minerals, Alaska Energy Metals, others. Obscure mining-cos (approx. $100 million market value and lower) are entering a summer-autumn scramble for fresh cash. Many do not deserve it. The $ub-100s, as I label them, face larger explorer-developer-producers’ brokered equity placements, convertible debentures (BeMetals‘ $3.3 million CAD one), ‘bought’ …
Inside: European Shipper As Commodities Indicator Plus: alluvial cash funding exploration, equipment, salaries at Ghana’s Xtra-Gold. Mourning for Victor Nkansa — below. TCRs, Ivanhoe Mines’ Robert Friedland is raising a copper cup to the U.S. Department of Energy‘s placement of the metal in its yearly critical metals review. The inclusion of copper in the …
Ivanhoe Mines Shares Extend Record Highs SHARE DRIVERS for IVN IVPAF likely are a.) the Kamoa-Kakula copper miner’s approx. $1 billion buildout of a flash smelter at the DRC Congo complex, thus roasting and smelting sulfide concentrates in a single furnace and reducing transportation costs for copper-con; b) Kamoa Copper’s researching of profitable recoveries …