First and Last Word on Metals and Mining

Monthly Archives: July 2010

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Over the past week or so we’ve seen a number of the uranium juniors we follow surge 25-40% higher. One glaring exception is Terra Ventures (TSX-V: TAS). Closing yesterday at C$0.30, it is now quite undervalued relative to Hathor Exploration … Login or Subscribe to read more →

Posted in Analysis, Member Only, Mining Equities, Speculative Trading Ideas | 12 Comments

Today gold closed under $1,160 (August 2010 COMEX contract) and appears to have decisively broken the intermediate uptrend established after the February 5 low at $1,050. If the recent “step down” pattern holds, we should now see a few days … Login or Subscribe to read more →

Posted in Alert Flag, Basis Update, Market Update, Member Only | 56 Comments

Recently we noted that even without factoring the Prosperity project into the equation, Taseko Mines (TGB: AMEX; TKO: TSX) looks undervalued based on the producing Gibraltar project. That doesn’t mean we’d be enthusiastic buyers of the stock if there were … Login or Subscribe to read more →

Posted in Alert Flag, Analysis, Member Only, Option Strategies | 24 Comments

Our last few posts are eerily similar — justifying a continued hold or even buying of a stock that is being bashed by the market. The latest candidate is Coral Gold (TSX-V: CLH), whose share price has been cut by … Login or Subscribe to read more →

Posted in Analysis, Member Only, Microcap Juniors, Speculative Trading Ideas | 6 Comments

Let’s start with a question. Would you pay C$0.185 for the right to buy a stock at C$0.155 through July 16, 2014 when the stock is currently trading at C$0.215? We hope most of you have good enough intuition to … Login or Subscribe to read more →

Posted in Analysis, Member Only, Warrants | 1 Comment

We have prepared a new comparative silver producer report that now includes Silver Wheaton as well as junior silver producers Aurcana, Great Panther and Excellon. Here is the report in PDF format: Silver Producer Report July 2010 [PDF] If you … Login or Subscribe to read more →

Posted in Alert Flag, Analysis, Member Only, Mid-Tier Silver, Mining Equities | 20 Comments

The market sometimes obsesses over bad news to the point of entirely missing the bigger picture. So when a multi-mine company operates a troubled project, it is potentially worth considering monetizing that asset in order to shift shareholder attention back … Login or Subscribe to read more →

Posted in Analysis, EveryInvestor Portfolio, Member Only, Mid-Tier Gold, Mining Equities, Speculative Trading Ideas, Warrants | 3 Comments

The findings of the federal panel assigned to reviewing the environmental effects of the Prosperity project published this past Friday have dealt a heavy blow to Taseko’s (AMEX: TGB; TSX: TKO) share price. But it may come as a surprise to many investors that Login or Subscribe to read more →

Posted in Analysis, Cash Flow Kings, EveryInvestor Portfolio, Member Only, Mining Equities | 5 Comments

As previously discussed, we started a model portfolio on July 1, 2009. The purpose of this simulated $100,000 portfolio is to 1) illustrate our current investment allocation stance and 2) track our performance vs. a benchmark portfolio allocated 50% to … Login or Subscribe to read more →

Posted in Member Only, Model Portfolio, Track Record | 32 Comments

The images below give a complete history of The Metal Augmentor’s track record to date.  You’ll need to click on the image to open it in a new window where it will be enlarged and clarified for easier viewing.  Once … Login or Subscribe to read more →

Posted in Member Only, Track Record | 2 Comments

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