First and Last Word on Metals and Mining

Monthly Archives: August 2011

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Yes, we are still Metal Augmentor but why then are we seemingly so obsessed with natural gas that we would devote yet another analysis to its speculative merits or lack thereof? It’s simply because natural gas is one of a … Read More →

Posted in Natural Gas Market, Technical Analysis | Tagged , , | 130 Comments

News this morning of Cameco (NYSE: CCJ; TSX: CCO) making a C$3.75 all-cash buyout offer for Hathor Exploration (TSX: HAT) may have caught us off guard, but then again we tend to be a few days early (or even hours, … Login or Subscribe to read more →

Posted in Alert Flag, Analysis, Development Plays, Discovery Plays, Member Only, Mining Equities | 24 Comments

Gold has covered a lot of ground this week, reaching a record high at 1915 before dropping over 200 dollars within 2 days before finally stabilizing a bit this morning. At this point it does seem like technical rocket fuel … Login or Subscribe to read more →

Posted in Gold Market, Member Only | 16 Comments

With several of our watch list favorite stocks moving into “holy cow, that’s a buy!” territory, we’re reminded that in real life when you want to buy new things you often have to make space for them. These days it’s … Login or Subscribe to read more →

Posted in Analysis, Member Only, Mining Equities, Model Portfolio, Trading | 23 Comments

Who would have thought that a sub-$1 billion company boasting an open-pittable gold resource of 16+ million ounces (20 million with inferred) wouldn’t be a strong buy in the current gold price environment? We had expected updated economic figures from … Login or Subscribe to read more →

Posted in Alert Flag, Analysis, Development Plays, Member Only | 10 Comments

On Friday we launched the Diversified Rare Earth Company Basket, our third Collective2 portfolio. One way you can find out about the two model portfolios we launched previously is by searching the website — please see here. Our search feature … Login or Subscribe to read more →

Posted in Analysis, Collective2, Member Only, Rare Earths | 12 Comments

It’s no secret that mining companies in general have failed to appreciate in price along with the metals themselves, let alone provide investors with leverage. We’re looking at gold and silver in particular because these are the metals we expect … Login or Subscribe to read more →

Posted in Analysis, Member Only, Mid-Tier Gold, Mid-Tier Silver, Mining Equities | 24 Comments

Shown below is our complete model portfolio performance history: Our unique treemap presentations below use size to illustrate relative portfolio allocation and color to indicate our current view of the company. Color Legend: green = accumulating purple = holding orange … Login or Subscribe to read more →

Posted in Collective2, Member Only, Model Portfolio, Track Record | 12 Comments

Our friend the Optimist recently reminded us to look at the performance of gold and silver measured not just in terms of U.S. dollars but also in currencies other than dollars. In other words, gold priced in the currencies that … Read More →

Posted in Crazy Market Thoughts | Tagged , , | 84 Comments

Here is a story about a small gold recycling business in Chicago that indicates gold prices are high enough now for it to make economic sense to recover the metal from electronics even in the United States (previously it made …

Posted in Videos | Tagged | 0 Comment
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