The Calandra Report

Copper ‘Muscles’ In The Congo

IVANHOE MINES, our largest and longest held nat-resources stake here at home, notched all of the physical copper tonnages, financial targets, and its light-carbon energy and community goals for the accelerating DRC Congo & South Africa mining centers. Ivanhoe’s Western Foreland Christmas Gift Might Be Forthcoming Ivanhoe’s quarterly headline figures of profits, positive cash flows, …

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Financial Metals Counter Blue Chips’ Decline

‘‘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 …

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Québec Explorer Poking Boulder Field Of Lithium

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 …

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China’s Gallium, Germanium, Graphite — Moly,  Next?

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 …

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Missives Of Metals Execs | Uranium Basin View

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 …

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A Marked Gold Gain Amid Horrific Middle East Headlines

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) …

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