Wednesday, 26 September 2012

Lawrence Roulston Interview

Beneath the Surface interview with Lawrence Roulston of Resource Opportunities. Discusses Goldquest and Santa Cruz Mining

Trading Gold Miners

Bill Cara and Geoff Goetz write daily at Cara Community and have called recent cycles in gold and the miners well. This is not a gold bug site, but one for serious, studied traders who recognise the precious metals bull market.

Today was a very bullish call on the miners by Geoff.

Friday, 21 September 2012

Gold & Silver Exploration - Discovery Stocks - Drill Hole Hits

I have added a new "Page" fixed  at the top of the blog

"Gold & Silver Discovery Stocks"

I shall post great drilling intercepts and discoveries here with the stock charts and a list of company stock prices and Market Caps below.

Thursday, 20 September 2012

B2 Gold - CGA Gold Merger / New Gold Blackwater

New Gold announced a new PEA for 500k pa production at Blackwater in British Columbia, getting nicely positioned in the sweet spot of "growth mid tier/consolidator" heading to 1 million oz production.
$1.5 - $2bn capex is quite something to fund from cashflow.

Japan joins Global Easing - What is the Endgame - Gold $15000 Paul Brodsky

Japan Joins the Race to Debase

Interesting discussion by Paul Brodsky at QB Asset Management of the potential endgames involving gold.

Financing for Junior Mining

Yesterday's post referred to Sandstorm's funding of gold streaming agreements.

Today Jim Sinclair suggests that Cluff's deal with Samsung represents a "game changer" for junior financing.

Wednesday, 19 September 2012

Nolan Watson Interview - $300m to invest in Juniors

Nolan Watson was the very young CFO at Silver Wheaton and then went off to set up Sandstorm, another streaming company which raises equity to finance mining projects in return for a future metal stream at fixed prices. Sandstorm stock has done very well and is now US listed $1bn company.

Monday, 17 September 2012

A selection of Gold Juniors' Production volumes, Costs and Market Caps

An interesting chart of PEA/PFS/FS production volumes and cash costs for a range of gold development projects, from a Midas Gold presentation, and a table I have added of the companies owning the projects named.

Global Easing

The big print to global reflation continues......
As money is devalued and earns no "safe" return the opportunity cost of investment in gold and hard assets falls.
If inflation takes hold and interest rates start to climb the capital value of bonds falls precipitously ending the 30 year bond bull market. This would be Sinclair's final pillar for a gold bull market.

Sunday, 16 September 2012

Friday, 14 September 2012

Shortage of Quality Gold Deposits - Brent Cook / Quinton Hennigh

Daniella Cambone from Kitco News interviews Brent Cook and Quinton Hennigh of Exploration Insights at the 2012 Denver Gold Show.

Saturday, 8 September 2012

Gold Price Targets - Alf Field - Jim Sinclair - David Nichols

Jim Sinclair often points to Alf Field for his Elliot Wave analysis of the gold price.

Field wrote on 31st July 2012

In a Discovery Cycle - Northquest, Reservoir, Comstock, Carlin Gold

A number of exploration programmes are bearing the fruits of investment over the past few years. 
We are "In a Discovery Cycle" as Rick Rule describes it.

Friday, 7 September 2012

Gold Stocks Break Out

A good review by Adam Hamilton of "Zeal Research", seeing the gold stocks breaking out.....more....

Richard Russell - Devaluation of debt against Gold

Here Richard Russell, who has written the "Dow Theory Letters"  newsletter since 1958, discusses the role of gold in resolving the debt which is currently choking the planet.

Thursday, 6 September 2012

Toronto Resource Investment Conference - Sept 2012

To round off a busy September exhibition season, The Cambridge House show in Toronto.

Perhaps a little more retail / newsletter writer oriented.
Always useful to know which stocks are being promoted.....for good.....or bad.

Precious Metals Summit Conference - September 2012

Another conference just ahead of the Denver Gold Show.
Linked presentations.

Tuesday, 4 September 2012

Denver Gold Show September 2012

The Denver Gold show 9-12 Sept 2012 is a key industry meeting ground where juniors present themselves to the market and potential acquirers. Attendance is by invitation only, for the industry and investment groups, non-retail.

Links and list of exhibiting companies below.

The companies here tend to be more established producers or developers rather than the up and coming explorers we see at other exhibitions.

Frank Giustra - Buying Juniors - and Farms

Interview at CEO.CA with Tommy Humphreys, links below.

Frank Giustra is a very well connected and extremely successful Canadian investor and Philanthropist.

Saturday, 1 September 2012

"Investible" Precious Metals Mining Sector Shrinking ?

A review of the Silver mining sector by Sean Rakhimov at "Silver Strategies" is discussed by Metal Augmentor, pointing out that increases in jurisdiction risk for many precious metals miners, and consequently junior developers and explorers, is restricting the "investible" universe in the sector.