First and Last Word on Metals and Mining

Monthly Archives: March 2009

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Summary Table Business Summary Energold is a leading provider of specialized drilling services.  The company is known for its highly portable, environmentally friendly drill rigs which can be airlifted to virtually any location and carried by local laborers and/or mules … Login or Subscribe to read more →

Posted in Analysis, Cash Flow Kings, Cash is King?, EveryInvestor Portfolio, Member Only | 0 Comment

There could be a strong setup in silver coming in the weeks ahead due to a convergence of mining and refining constraints that might even amount to a supply shock. The silver option spread strategy we’ve previously discussed would benefit … Read More →

Posted in Market Update, Silver Supply and Demand, Spring 2009 Silver Supply Shock? | 5 Comments

After some days of trading near par, the ETF basis of both GLD and SLV have returned to discernible premiums on Thursday with an especially noticeable gap for SLV (back to around 40 basis points) as the below charts demonstrate. … Login or Subscribe to read more →

Posted in Basis Update, Member Only | 2 Comments

I believe every gold buyer and investor should read the recent article by Stewart Thomson titled Now or Never. Face The Gold Cliff & Buy. I’ve been waiting and waiting for someone else to mention some of the same themes … Read More →

Posted in Gold Market Fundamentals | 2 Comments

Little more than a month following Sprott Molybdenum Corporation’s (MLY) announcement that it would be liquidating all of its assets, two firms significantly increased their ownership in the fund. First, it was announced on February 10 that Weiss Capital LLC … Read More →

Posted in Analysis, Speculative Trading Ideas | Tagged , | 0 Comment

On March 5, Excellon signed a letter of intent with Silver Eagle to acquire all of its issued and outstanding shares in exchange for 0.2704 Excellon common shares for each Silver Eagle share held.  The completion of the transaction will … Login or Subscribe to read more →

Posted in Analysis, Member Only, Mining Equities | 3 Comments

We have been looking for a model to explain how the U.S. might get a steeply inflationary “meltup” that does not result in monetary and financial Armageddon. Such model would ideally be based on historical experience and would deal with … Login or Subscribe to read more →

Posted in Commodities, Market Update, Member Only | 4 Comments

I am reprinting this from my Silveraxis commentary supplemented by the technical analysis as well as some trade ideas. I just received a technical update on the oil market from our expert technician at Eidetic Research and the numbers are … Login or Subscribe to read more →

Posted in Commodities, Member Only, Speculative Trading Ideas | 14 Comments

Gold and silver have both dropped to sucessfully test the levels I mentioned yesterday ($900 gold and $12.50 silver) and are now in the process of consolidating. There were no major changes in the ETF basis for either the silver … Login or Subscribe to read more →

Posted in Basis Update, Member Only | 0 Comment

This is our first report featuring quality mining and exploration companies for the Metal Augmentor EveryInvestor Portfolio. We believe the companies that we will be adding to this list in the next few days, weeks and months are ones that … Login or Subscribe to read more →

Posted in Analysis, Cash Flow Kings, EveryInvestor Portfolio, Member Only, Mining Equities | 0 Comment
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