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Interesting chat on macro trends, currency debasement and gold, which starts about 15 minutes in. Grant Williams says his firm (Vulpes) are starting up a fund to invest in gold miners as the the valuations are historically very cheap v gold price... |
4/20/2013 11:52:40 PM |
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This could be worth listening to:http://downturn.caseyresearch.com/ |
4/7/2013 5:17:31 AM |
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This could be worth listening to:http://downturn.caseyresearch.com/ |
4/7/2013 5:12:04 AM |
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Very good rational post. No one can predict the short term moves for gold or SSL but I think we will look back in 2-3 years time and say what a wonderful buying opportunity this was. I didnt think we would get another one but it's like 2008... |
4/5/2013 1:06:45 AM |
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Some positive comments on Centamin and the "big picture": http://commodityshares.net/watchlist-centamin-an-undervalued-gold-producer/ |
2/24/2013 6:09:28 AM |
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SQM write up: http://commodityshares.net/sociedad-quimica-y-minera-de-chile-sqm/ |
2/24/2013 4:18:50 AM |
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Aureus is the highest grade deposit in Africa. Here is an overview of Aureus below: http://commodityshares.net/aureus-mining-high-grade-gold-developer/ |
1/2/2013 3:16:13 PM |
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No problem reeinvestor. I agree that the market does not completely understand GWG's vertically integrated business model. It also doesn't like uncertainty so I'm looking forward to reading the PEA with interest |
12/30/2012 3:16:00 PM |
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Here is an article that gives an overview of GWG and their current position. Worth a read given the sentiment at the moment http://commodityshares.net/great-western-minerals/ |
12/30/2012 2:00:22 PM |
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Sounds positive: http://al-shorfa.com/en_GB/articles/meii/features/2012/12/28/feature-02 |
12/29/2012 5:15:27 AM |
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1/14/2013 4:30:39 PM
| 446 reads
| overall quality: 4
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...
1/6/2013 9:36:03 AM
| 168 reads
| overall quality: 2
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 produ...
1/3/2013 5:40:30 PM
| 225 reads
| overall quality: 2
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/
12/27/2012 3:32:35 PM
| 192 reads
| overall quality: 3
Originally posted on http://commodityshares.net The top ten risks in MiningI have been reading an interesting report from Ernst & Young entitled "Business risks facing mining and metals 2012-2013". The table below shows the top te...