Saturday, 30 November 2013

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

From the San Francisco Metals & Money Conference
Discussion Panel -  HERE - At Segment 4

Adrian Day thinks we are nearing a bottom.
Likes royalties and solid balance sheets. Franco Nevada, Royal Gold, Virginia Mines, Eurasian Minerals, Almaden Minerals. Sees larger miners facing serious challenges. Sends out investor portfolio review letters and comments on numerous companies HERE

Jim Dines - Prefers uptrends - e.g. 3D printing group, gold & silver doing nothing.
There are bargains, which can become bigger bargains, have got cheaper. Bargains IF survive, need to have good cash, orebody, jurisdiction, stick to US, e.g. Canada raising taxes. Has positions in rare earths, gold and silver which he sees as "parked".
Jim Dines picks often reported at Stockwatch - google Jim Dines stockwatch

Al Korelin discusses the show having fewer exhibitors due to finances etc, "quality companies" at the San Francisco show?
List of sponsors
Adrian Day Asset Management
Alexandria Minerals Corporation
Altius Minerals Corporation
Argentex Mining/Canasil Resources
Argonaut Gold
Balmoral Resources Ltd.
Benton Resources Inc.
Brazil Resources Inc.
Callinex Mines
Caracara Silver
Cayden Resources
Colorado Resources Ltd
Comstock Mining Inc.
Darwin Resources Corp
David Hall Rare Coins
Del Mar Energy, Inc.
Dolly Varden Silver
Eagle Hill Exploration
Eagle Plains Resources Ltd
East Fork Oil Corporation
Eastmain Resources Inc.
Energy Fuels Inc.
Entrée Gold Inc.
Eurasian Minerals Inc.
Evrim Resources Corp
Exeter Resource Corporation
Financial Survival Network
First Majestic Silver Corp
Fission Uranium Corp.
Flinders Resources Limited
Fortune Minerals Limited
Global Minerals
Gold Bullion Development Corp.
Hecla Mining Company
High Desert Gold Corporation
IBK Capital Corp.
International Depository Services & Diamond State Depository
J Taylor's Gold & Technology Stocks
Kootenay Silver Inc.
Korelin Economics Report
MAG Silver Corp.
Mawson Resources Limited
Metals News
Midland Exploration
Mining Leaders
Miranda Gold Corp.
Nautilus Minerals Inc.
Orex Minerals Inc.
Pershing Gold
Premier Gold Mines Limited
Premium Exploration Inc.
Primero Mining
Randgold Resources
Renaissance Gold Inc.
Resource Investing News
Resource Opportunies
Resource World
Royal Nickel Corporation
Rye Patch Gold Corp
Scorpio Gold Corporation
SilverCrest Mines Inc.
Skyharbour Resources
SNN Incorporated
Sprott Global Resource Investments
St. Andrew Goldfields Ltd
St. Augustine Gold & Copper Ltd
Starcore International Mines Ltd.
Streetwise Reports
Tasman Metals Limited
TexStar Energy Corp.
The Bull & Bear Financial Report
The Dines Letter
The Northern Miner
Tinka Resources Limited
UEX Corporation
Uranerz Energy Corporation
Uranium Energy Corp
Virginia Mines
Yukon Gold Mining Alliance
Zenyatta Ventures Ltd.
Zimtu Capital Corp

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