Prime Mining: NR and Article
NR: “Prime Mining: Los Reyes new resource in Q1, main deposits have linkage potential” Article: “5 Reasons Why Prime Mining Corp (PRYM: TSXV, PRMNF: OTC) is likely undervalued”
Continue reading » Charts of The Day: Generational
Some interesting LONG term charts… DOW/Gold ratio – The mother of all Head And Shoulders? Copper/Gold ratio: All Time Low and going lower for the final flush? Real Estate/Gold ratio Mining shares Vs. Gold: Time...
Continue reading » Must Listen on Corona Virus
Quinton Hennigh, who was very early to worry about Corona (much earlier than most which I can attest to), talks about the Corona virus with Jay Taylor. Must listen: LINK Youtube:
Continue reading » What Companies to Stink Bid?
If we are headed for deflation, if only temporary, then cashed up juniors with little to almost no fixed costs and high margin producers with little debt would be the best choices. The cash will go up in purchasing power and the higher margin producers...
Continue reading » Real Value Rotation And Lessons From The Past
At this moment, cash is king. It is outperforming stocks, (paper) gold, commodities and mining equities. What we are seeing in the world economy is highly deflationary. The thing is that neither the banking systems, economies, nor Central Banks can stand deflation. Given the record...
Continue reading » Original Pilbara Document
The document below was written over two years ago and a lot has changed since then. This was before the Egina type lag gravels were unveiled, before more was known about Karratha and before Quinton shared his theory of what the “last source” of the...
Continue reading » Valuations Do Not Makes Sense Right Now
We are seeing a mining sector with “artificial” pricing right now. Price is not reflecting value at all, across the board. It might even diverge further even though even the producers look cheaper than the 2015 bottom. Nothing makes sense right now. Theoretically this price...
Continue reading » Novo: COMPANY UPDATES FROM MANAGEMENT – FRI 13 MAR, 2020
CLICK HERE to listen to an interview with Quinton Hennigh done by Cory Fleck of Kereport.com
Continue reading » Kereport: THE HEDGELESS HORSEMAN – THU 12 MAR, 2020
“Erik Wetterling joins me for a discussion on the broad selloff in metals stocks and the corresponding crash in valuations. We also outline the possibility of markets being suspended along with all the other events over the past couple days.” CLICK HERE to have a...
Continue reading » What Are You Afraid of?
OK, time for some reflections… Everyone probably has a good example of giving out a tip or two to family members and/or friends… Or possibly even managing some of said people’s portfolios… And the tips and/or portfolio management for others will often result in strategies...
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