Saturday, 23 April 2016

Monday, 18 April 2016

Lithium Stock List

All sensible advice is that this is a bubble, like Uranium, Rare Earths & Graphite before.
The big low cost 'salar' producers will expand to fill requirements.
As the price rises any and all project costs appear to make a return.
In the meantime many of these are the best performing stocks on the Australian and Canadian exchanges.....until....

Tuesday, 12 April 2016

Rick Rule Interviews

While continuing to warn of pullbacks, volatility and poor issuers, Rule speaks with increased conviction of the bottom being in for precious metals and their stocks.

Interview at Korelin.

Interview at KWN

Interview at Palisade
Continuing to seek a management team and deposit for large scale optionality prepared to 'do nothing'.
Biggest returns from placements with warrants but large numbers of placements are low quality.
High returns from good optionality plays. Good returns from investing in discovery after first drillholes.
Limited number of companies involved in the silver space will create a wild market.
Admits inability to sell at the top. Backing superior managements, deposits and balance sheets but when the market rolls over everything goes down, good, bad and ugly.

Gold Stocks Break Out

At Acting Man -
Gold stocks breaking out but early stage.
CEF still offering discounts and Rydex inflows still low.