First and Last Word on Metals and Mining

Monthly Archives: November 2011

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The markets continue to linger in consolidation mode with gold and silver now back in the middle of a wide trading range (1500-1800 for gold, 28-37 for silver). The situation continues to develop as expertly laid out by Eidetic Research … Read More →

Posted in Alert Flag, Market Update | Tagged , | 28 Comments

We recently published our updated Royalty Company Report for 2011 and one of the initial observations we made was that at the current price Silver Wheaton (SLW) appears to offer superior value compared to its major royalty peers, Royal Gold (RLGD) and … Read More →

Posted in Analysis, Royalty, Speculative Trading Ideas | Tagged , , , , , | 2 Comments

Many of you may have noticed that we have been personally and through the Collective2 portfolio aggressively buying shares of our favorite rare earth exploration company, GeoMegA (TSX-V: GMA; Pink Sheets: GOMRF). We are excited by several incipient developments at … Login or Subscribe to read more →

Posted in Alert Flag, Analysis, Member Only, Rare Earths, Speculative Trading Ideas | 25 Comments

Every month or so we update our performance history which includes a breakdown of how each of our portfolios is allocated. Take a look at our most recent update and you’ll notice that Salazar Resources (TSX-V: SRL; Pink Sheets: SRLZF) is … Login or Subscribe to read more →

Posted in Alert Flag, Analysis, Discovery Plays, Member Only | 1 Comment

A few weeks back we took a detailed look at Royal Gold (NYSE: RGLD; TSX: RGL) after adding it to our valuation model and concluded our analysis with a tantalyzing valuation range chart. No doubt those of you paying us the big bucks have … Login or Subscribe to read more →

Posted in Analysis, Member Only, Royalty | 16 Comments

We mentioned a short while ago that we were adding a few names to our junior gold stock portfolios and would be discussing these in greater detail — with the weak markets there hasn’t been a huge hurry to either … Login or Subscribe to read more →

Posted in Alert Flag, Analysis, Development Plays, Member Only, Speculative Trading Ideas | 1 Comment

This month we’ve broken down our track record into more detail by plotting performance against a chosen benchmark for each of our Collective2 accounts as well as our corporate account. Portfolio Performance As of October 31, 2011 In the chart above … Login or Subscribe to read more →

Posted in Collective2, Member Only, Model Portfolio, Track Record | 61 Comments

The markets have made it through spooky October in generally good shape but there may still be trouble ahead for at least the next few weeks (into say the middle of January). The brilliant plan by Greece to have a … Login or Subscribe to read more →

Posted in Alert Flag, Market Update, Member Only | 41 Comments

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