First and Last Word on Metals and Mining

Monthly Archives: October 2009

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There is no “dollar carry trade”. Yes, FOREX traders are short the U.S. dollar in massive proportions and part of the reason for this is the interest differential they receive when buying, say, the Australian dollar/U.S. dollar pair (over 3% … Login or Subscribe to read more →

Posted in Commodities, Crazy Market Thoughts, Gold Market Fundamentals, Market Update, Member Only | 8 Comments

The following technical analysis charting was created by Roy Martens, an independent analyst that currently provides us with weekly updates on various markets of interest.

Posted in Member Only, Technical Analysis | 0 Comment

Crew Gold (TSX: CRU) is a 200,000+ oz/yr mid-tier gold producer that overestimated its ability to pay down debt out of operating cash flow and has consequently been forced into a horrendously dilutive debt-to-equity conversion.  Prior to the decision to … Login or Subscribe to read more →

Posted in Analysis, Member Only, Mining Equities | 0 Comment

Synopsis: New Gold (AMEX and TSX: NGD) is a mid-tier gold producer with three 100% owned operating mines in diverse and favorable jurisdictions.  The valuation implications of recent developments on the company’s El Morro project have, in our opinion, been … Login or Subscribe to read more →

Posted in Alert Flag, Analysis, EveryInvestor Portfolio, Member Only, Mining Equities | 3 Comments

Last Friday gold tried mightily to attain a new closing high on the weekly chart but could not manage it, setting up the possibility, at a minimum, of a normal autumn correction (as opposed to the abnormal one we had … Login or Subscribe to read more →

Posted in Alert Flag, Commodities, Gold Market Fundamentals, Member Only, Speculative Trading Ideas | 3 Comments

Last night Victoria Gold (TSX-V: VIT) announced assays for the second hole at its Santa Fe project in Nevada, an option from Barrick where the company can earn a 70% interest by spending $6.5 million on exploration. The hole was … Login or Subscribe to read more →

Posted in Alert Flag, Analysis, Member Only, Mining Equities, Speculative Trading Ideas | 5 Comments

[This series is written by contributing author and Metal Augmentor Founding Member Giuseppe Trucco. Metal Augmentor does not endorse any statements or opinions contained herein unless otherwise noted.] The famous newsletter writer James Dines started promoting Rare Earth Element (REE) … Read More →

Posted in Analysis, Guest Commentary, Mining Equities | Tagged , , , , , , , | 12 Comments

Putting Perspective on the Sell-Off On Tuesday, Inca provided an update on its Magistral project.  At the time, Inca was trading around C$0.40, but has since slid sharply to close on Wednesday at C$0.26.  There really wasn’t anything unexpected contained … Login or Subscribe to read more →

Posted in Alert Flag, Analysis, Member Only, Mining Equities, Speculative Trading Ideas | 14 Comments

We’ve been thinking for a while about preparing a watch list of the various discovery plays that are currently out there especially now that some big speculative money has returned to the junior exploration sector, but unfortunately we’ve had our … Login or Subscribe to read more →

Posted in Alert Flag, Analysis, Discovery Plays, Member Only, Mining Equities, Speculative Trading Ideas | 307 Comments

Earlier this year it was revealed by a Chinese bureaucrat that China has supposedly* acquired several hundred tons of gold for its official reserves during the past few years, representing the biggest purchase of gold by a central bank since … Login or Subscribe to read more →

Posted in Crazy Market Thoughts, Gold Market Fundamentals, Member Only | 5 Comments
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