First and Last Word on Metals and Mining

Monthly Archives: September 2012

RSS Feed

Seems like a real upstanding guy. Three cheers for a new generation of honest mining executives: There’s an opportunity for a young generation of mining leaders and mining entrepreneurs to grow up doing the right things for the right reasons …

Posted in Analysis, Videos | 0 Comment

All 20 minutes are well worth watching, but my favorite moment occurs around the 11 minute mark where the question is asked whether analysts are friends or foes. The conclusion is that they should stop predicting gold prices: Either you …

Posted in Analysis, Videos | 0 Comment

We’d like to remind subscribers that we’re now posting more frequent updates to the Portfolio Remarks section of the website. This is a new subscriber feature where we will update our latest thinking and trading stance on companies held in … Login or Subscribe to read more →

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

This week we’ll be attending the Chicago Hard Assets show which will undoubtedly be filled with a much chipper crowd now that QE3 is out of the bag. If you are in the area please come by and see us. … Login or Subscribe to read more →

Posted in Analysis, Member Only, Weekly Update | 25 Comments

Well Ben Bernanke went and did it last Thursday, a “flexible” money printing operation that will ultimately test in the years ahead just how quickly and completely a central bank can destroy a currency. The Fed apparently wasn’t about to … Login or Subscribe to read more →

Posted in Analysis, Gold Market, Market Update, Member Only, Silver Market | 2 Comments

More and more we’ve been considering publishing an updated “Cash is King?” report — detailing the growing list or resource companies that have more net cash and liquid assets on hand than their entire market caps — and perhaps we … Login or Subscribe to read more →

Posted in Analysis, Cash is King?, Exploration Plays, Member Only, Trading | 1 Comment

The markets are generally following a predictable script with widespread anticipation of a QE3 announcement by the Fed at the conclusion of its meeting on September 13. We have a problem with this market sentiment, however, based on our pervasive … Login or Subscribe to read more →

Posted in Analysis, Market Update, Member Only, Option Strategies, Speculative Trading Ideas | 21 Comments

You don’t always need a particular direction in the market for a good investment opportunity. Sometimes trades can work whether the market is up or down simply because misinformation or mistakes have caused an asset to be mispriced. Over the … Read More →

Posted in Analysis, Investment Strategies, Speculative Trading Ideas | Tagged , , , , , | 0 Comment

The silver mining space is somewhat limited and the quality companies all carry decent valuations … even the junior producers and despite the malaise that has infected the resource sector. Perhaps one of the reasons for the decent valuations is … Login or Subscribe to read more →

Posted in Analysis, Development Plays, Member Only, Mining Equities | 6 Comments

During September we plan to attend the Chicago Hard Assets show. If you are in the area please come by and see us. Join us! September 21-22, 2012 ————Market Update———— As speculated in our last market update, gold and silver … Login or Subscribe to read more →

Posted in Member Only, Weekly Update | 28 Comments

web design by Web Design Jakarta. WordPress code & SEO Optimized by WordPress Expert.