First and Last Word on Metals and Mining

Monthly Archives: April 2009

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In our prior post on Energold we mentioned that its accounts receivable balance was of some concern given its size relative to Energold’s market capitalization (the receivables balance stood at just over C$10 million as of December 31, 2008.).  At … Login or Subscribe to read more →

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

Overview After conducting a careful and detailed analysis of Fortuna’s financials and projecting forward into 2009 given the forecast production levels at Caylloma, we’ve determined that Fortuna marginally qualifies as a Cash Flow King.  Our analysis is contained below. Summary … Read More →

Posted in Analysis, Cash Flow Kings, Mining Equities | Tagged , , , | 6 Comments

This is a follow-up to the post Copper Shorting Opportunity May Be Approaching from April 11, when I speculated that a spike in copper could immediately occur to the $2.25 to $2.50 range followed by a steep decline. Well, the … Login or Subscribe to read more →

Posted in Copper Market, Member Only, Speculative Trading Ideas | 0 Comment

. . .You’ve Always Wanted to Know About Gold Spreads but Were Afraid to Ask Both the ETF basis in gold and silver continued to trade at or just below par during the past two days (I don’t have charts … Login or Subscribe to read more →

Posted in Basis Update, Gold Market Fundamentals, Member Only | 5 Comments

Under a special arrangement, we are proud to provide the following “NOBS” (it stands for “No B.S.”) analysis of Fortuna Silver Mines, a company we believe represents a solid investment choice among the silver mining equities. As we noted yesterday, … Login or Subscribe to read more →

Posted in Analysis, Cash Flow Kings, Member Only, Mining Equities, NOBS Report | 11 Comments

NOTE: This post will be updated later but we wanted to post our initial thoughts during market hours. We have been waiting for the right time to talk about Fortuna Silver Mines (Vancouver: FVI, Pink Sheets: FVITF) and lo and … Read More →

Posted in Analysis, Cash Flow Kings, Mining Equities, Speculative Trading Ideas | Tagged , , , | 2 Comments

On March 4, we wrote about Minera Andes, the gold and silver miner that we expect will operate on a profitable (at least cash flow positive) basis going forward. Minera Andes (Toronto: MAI, OTCBB: MNEAF)  is our first inductee in … Login or Subscribe to read more →

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

Today we had a rather strong rally in gold and silver in spite of a rising dollar due to the return of fear to the markets. Unfortunately the ETF basis is telling us that the fear (at least so far) … Login or Subscribe to read more →

Posted in Basis Update, Member Only | 6 Comments

Breakwater is a producer of primarily zinc (about 65% of revenues), as well as copper, lead, gold, and silver.  The company operates one underground mine in British Columbia, one in Chile, and another in Honduras.  Its mining operation in Quebec … Login or Subscribe to read more →

Posted in Analysis, Member Only, Mining Equities | 6 Comments

Sorry to keep rehashing content from SILVERAXIS but I am trying to add some useful additional content for Metal Augmentor subscribers only. For example, here are the ETF Basis charts for the end of this week (Thursday), showing that scrap … Read More →

Posted in Basis Update, Market Update, Silver Supply and Demand, Spring 2009 Silver Supply Shock? | 0 Comment
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