Precious Metal stocks
Some positive comments on Centamin: http://commodityshares.net/watchlist-centamin-an-undervalued-gold-producer/
Interesting agriculture play: http://commodityshares.net/sociedad-quimica-y-minera-de-chile-sqm/
Stratex is listed on the Alternative Investment Market in London. This shows how undervalued Stratex is as the it is sitting on a large pile of cash, has near term production and lots of exploration upside - predominantly funded by Joint ventures with majors. http://commodityshares.net/stratex-multiple-projects-and-cash-rich/
With junior mining companies sturggling for finance, there is a huge opportunity for the streaming market to grow over the rest of this decade. This environment is going to limit the supply of gold for the foreseeable future. In fact, gold production in 2011 was around the same level as 2000 despite the gold price having rise around 600%. Streaming companies are lower risk than...
Here is a detailed overview on Aureus Mining, which has the highest grade gold deposit in Africa: http://commodityshares.net/aureus-mining-high-grade-gold-developer/
Originally posted on http://commodityshares.net The top ten risks in Mining I have been reading an interesting report from Ernst & Young entitled "Business risks facing mining and metals 2012-2013". The table below shows the top ten risks over the last five years: 2008 ...
Originally posted on http://commodityshares.net Mines and Money London Conference (4-5 December) I attended the Mines and Money conference in London last week. The conference was busy as usual, with some great guest speakers and over 100 companies trying to attract investor attention. Here are my thoughts and a brief overview of the presentations: Evy Hambro who runs...