First and Last Word on Metals and Mining

Monthly Archives: March 2011

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Although the timing might not be quite right from a seasonal perspective, we’ve had a few companies on our minds for a while now that we think are quite cheap and may also have some goodies in store for shareholders … Login or Subscribe to read more →

Posted in Alert Flag, Analysis, Discovery Plays, Exploration Plays, Member Only, Speculative Trading Ideas | 67 Comments

This Monday afternoon Jonathan Lebed revealed that his mystery stock trades on the TSX, which means it probably isn’t Santa Fe Gold — that company only trades on the OTC Bulletin Board. So which is it: Silvermex? Starcore? Any other ideas? … Login or Subscribe to read more →

Posted in Alert Flag, Analysis, Greater Fool Theory, Member Only, Speculative Trading Ideas | 26 Comments

Update: This Monday afternoon Jonathan Lebed revealed that his mystery stock trades on the TSX, which means it probably isn’t Santa Fe Gold — that company only trades on the OTC Bulletin Board. So which is it: Silvermex? Starcore? Any other ideas? … Login or Subscribe to read more →

Posted in Alert Flag, Greater Fool Theory, Member Only, Speculative Trading Ideas | 28 Comments

The earthquake and tsunami north of Tokyo last Friday is doing a number on all the markets but uranium stocks in particular are getting hammered as the meltdown and radiation release at the Fukushima Daiichi plant evokes the bad vibes … Login or Subscribe to read more →

Posted in Alert Flag, Analysis, Collective2, Exploration Plays, Member Only, Speculative Trading Ideas, Uranium Market | 55 Comments

[Post updated on March 15, 2011] Our unique treemaps below use size to illustrate relative portfolio allocation. Changes in color are meaningless at this point and merely serve to differentiate each position from one another. Going forward we may use … Login or Subscribe to read more →

Posted in Member Only, Model Portfolio, Track Record | 48 Comments

[Post updated on March 15, 2011] Please note that we are now providing an updated listing of stocks being covered in our portfolio at our Current Portfolio Focus page (found near the top right corner of the page in the top menu). … Login or Subscribe to read more →

Posted in Member Only, Track Record | 3 Comments

A few final company observations with more updates later for subscribers as warranted. Also a warning: We had a one ounce silver round stolen by TSA or other airport personnel (probably TSA since we even had a lock on the … Read More →

Posted in Analysis, Development Plays, Discovery Plays, Mid-Tier Gold, Mining Equities | Tagged , , | 14 Comments

A few more companies with more updates later for subscribers: East Asia Minerals – The spinoff will allow the company to better present the non-Miwah gold assets in Indonesia, which have quite prospective value. Our expectation is that Miwah will … Read More →

Posted in Analysis, Discovery Plays, Exploration Plays, Mid-Tier Silver | Tagged , | 9 Comments

We stayed up late and got up late so this update will be very short and updated later. We plan to be in the lobby or bar of the Intercontinental Hotel tonight around 6PM for any subscribers who would like … Read More →

Posted in Analysis, Discovery Plays, Exploration Plays | Tagged , | 0 Comment

We had a productive start at PDAC this Sunday and will be reporting our observations each day. Much of our time was spent meeting with colleagues but we did have an opportunity to speak to a few companies. If subscribers … Read More →

Posted in Analysis, Discovery Plays, Exploration Plays, Microcap Juniors | Tagged , | 23 Comments
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