First and Last Word on Metals and Mining

Monthly Archives: February 2012

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It’s now less than a week until the PDAC festivities begin in Toronto. We’ll be staying Saturday through Wednesday and have high hopes of being productive. Our twitter feed has been collecting cobwebs as we work out a glitch syncing … Login or Subscribe to read more →

Posted in Member Only, Weekly Update | 11 Comments

We have been holding off our buying of gold stocks to top off portfolios during the past few months based on the expectation that not much of anything will be happening until the market suddenly realizes just how ridiculously cheap … Login or Subscribe to read more →

Posted in Analysis, Discovery Plays, Exploration Plays, Member Only, Peerless | 27 Comments

Wouldn’t it be nice to have a list of high quality exploration or mining companies at the fingertips so that it is easy to construct long-term portfolios or do some short-term trading when the right opportunity comes along? With all … Read More →

Posted in Analysis, Mid-Tier Silver, Mining Equities | Tagged , | 74 Comments

The past week was again relatively uneventful for gold, silver and the miners … which is less than we would expect only two weeks away from PDAC and well into the late Winter/early Spring seasonals. If the markets are about … Login or Subscribe to read more →

Posted in Member Only, Weekly Update | 1 Comment

Our short-term market outlook has been predicated on technical and market conditions favoring a quick but sharp pullback that retraces a portion of the strong rise in PMs (along with many commodities and equities) since the start of the year. … Login or Subscribe to read more →

Posted in Gold Market, Market Update, Member Only | 7 Comments

The high-flying juniors have been grounded for a year now and some of them probably won’t recover their previous lofty levels this year or next or ever. This predicament is neither shocking nor atypical: as we’ve been saying for a … Login or Subscribe to read more →

Posted in Analysis, Discovery Plays, Exploration Plays, Member Only | 2 Comments

It’s been a while since we messed around with option contracts and that’s a good thing considering that being selective is the only way to make any money in this tough speculative game. Why now? As we’ve mentioned for a … Login or Subscribe to read more →

Posted in Member Only, Option Strategies, Speculative Trading Ideas | 18 Comments

The miners continue to drift lower even as gold and silver mostly hold their ground. Not the healthiest of markets and we are anticipating a more significant dip before everything (hopefully) shifts into pre-PDAC party mode. One concern is the lack of … Login or Subscribe to read more →

Posted in Member Only, Weekly Update | 6 Comments

The problem with mining and in particular junior exploration right now, at least from an investor’s standpoint, is that no significant new money seems to be coming into the trade. Some stocks are being bought … but mostly with money … Read More →

Posted in Analysis, Crazy Market Thoughts, Greater Fool Theory, Mining Equities | Tagged , , | 104 Comments

We’ve been trying to decide how best to memorialize the miscellaneous (and sometimes very specific) information that we gather while prospecting and pioneering for ideas in the great wilds of investment conference land such as the recent Cambridge House confab … Read More →

Posted in Analysis, Investment Conference report | Tagged | 35 Comments
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