Adrian Day, Jim Dines discuss Junior Miners with Rick Rule at San Francisco Metals & Money 2013

From the San Francisco Metals & Money Conference

Michael Shaoul - Gold to $1000 ?

A number of commentators point to support for gold around $1000.

Eric Swarts - Gold & Silver Reflation Trade

Over at Market Anthropology Erik Swarts makes a call for bottoming in commodities and the precious metals. Having pointed to the 2011 top, and stood aside since, not suckered by the interim bounces like so

580 Global Gold Deposits > 1m oz

An update to the analysis of global gold deposits >1m oz by NRH and Visual Capitalist, including oz, grade, ownership, jurisdiction and production status.

GDX / GDXJ Lows? - Franco Nevada's Assets

Franco Nevada's performance over the past 2 years stands out dramatically from the rest of the PM Market as they deliver on growth. Chairman Pierre Lassonde is widely respected in the industry.

Cook, Coffin & Kaiser in Discussion Nov-13

Jay Taylor in discussion with Brent Cook, Eric Coffin and John Kaiser.
short notes below.....

Jay Taylor - Newsletter Sample Sept 2013

A free sample of Jay Taylor's letter from Sept-13. He is one of the more gold-bug writers and note the disclaimers....

Mining Jurisdiction - Behre Dolbear Report 2013

Australia, Canada, Chile, Brazil, Mexico, US    top the table again.

Linked  HERE

I see Otto at Peru based Inca Kola is distinctly unimpressed with their South American views !

Barrons - Gold Mining Merger Wave? - Cowen&Co Miner Market Cap vs PNAV

An article at Barrons discusses the likeliehood of Gold Mergers as miners look forward to production falls after 2017 - HERE
Includes the nice graph below comparing market cap and valuation highlighting the senior and junior producers and developers

Global Resource Investment Trust - GRIL/GRIT Junior Mining Share Exchanges

"Global Resource Investment Trust" has been involved in a significant number of recent fund-raising commitments with some very small cap junior exploration and development companies across a number of metals and minerals. The financing is unusual, through Share Exchange agreements......more..........

Junior Mining Streaming - Sandspring / Silver Wheaton

Silver Wheaton announced significant potential financing for one of the large low grade deposits developed in the last cycle - Sandspring (SSP.v) who hold the Toroparu deposit in Guyana....more....

PWC Review of the Top 100 Venture Companies

Juniors in Survival Mode - includes year on year combined balance sheet comparatives

Peter Brandt - Chart History of the Gold Market - Nov-13 Update

Brandt suggests that Gold, for all its apparent volatility, is "the most reliable chart market in the world" and in conclusion sees no sign of a bottom.
http://peterlbrandt.com/chart-history-gold-market-revised-november-2013/

Remembrance

Remember Remember

The fifth of November,
The Gunpowder treason and plot

FT's Dizard - Gold's Next Move could be Discontinuous and Dramatic

The Financial Times tends to have a pretty dismal view of gold. John Dizard is one of their more off-beat contributors. HERE he discusses unusual signals in physical premiums in India and China.

........the continuing high level of premiums for physical gold over the kinds you can trade on a screen suggests that the next move in the major gold indices or the various exchange traded funds could be discontinuous and dramatic. It would be much better for the financial world if gold were just bumping along, with only enough volatility and liquidity to keep a few dealers’ lights on. That would mean electronic or paper assets have retained their essential credibility with the public........“This could turn into a very violent wake-up for (screen-traded gold). People talk about ‘fiat currencies’, but we also have fiat gold. Volatility is too cheap right now.”

Lawrence Roulston - "We're Seeing a Very significant Rebound"

Just posted but looks like interview was late summer / pre-September conferences.
Some have doubled, many 20-30% off the lows.
The stocks with the strongest rebounds may still offer best value.

Junior Gold M&A - Eldorado Acquire Glory Resources

Eldorado held 20% of Glory Resources and today announced acquisition of the remainder for $30.5m.
Glory hold a small (637k oz P&P), but high grade (15.1g/T) project proximate to Eldorado on Thrace, Greece. Emphasising the renewed focus on high grade and profit margins.