Monthly Archives: April 2009

In our prior post on Energold we mentioned that its accounts receivable balance was of some concern given its size relative to Energold’s market… Login or Subscribe to Read More →

Overview After conducting a careful and detailed analysis of Fortuna’s financials and projecting forward into 2009 given the forecast production levels at Caylloma, we’ve determined that Fortuna marginally qualifies as a Cash Flow King.  Our analysis is contained below. Summary … Read More →

This is a follow-up to the post Copper Shorting Opportunity May Be Approaching from April 11, when I speculated that a spike in copper could immediately… Login or Subscribe to Read More →

. . .You’ve Always Wanted to Know About Gold Spreads but Were Afraid to Ask Both the ETF basis in gold and silver continued to trade… Login or Subscribe to Read More →

Under a special arrangement, we are proud to provide the following “NOBS” (it stands for “No B.S.”) analysis of Fortuna Silver Mines, a company… Login or Subscribe to Read More →

NOTE: This post will be updated later but we wanted to post our initial thoughts during market hours. We have been waiting for the right time to talk about Fortuna Silver Mines (Vancouver: FVI, Pink Sheets: FVITF) and lo and … Read More →

On March 4, we wrote about Minera Andes, the gold and silver miner that we expect will operate on a profitable (at least cash flow positive… Login or Subscribe to Read More →

Today we had a rather strong rally in gold and silver in spite of a rising dollar due to the return of fear to the… Login or Subscribe to Read More →

Breakwater is a producer of primarily zinc (about 65% of revenues), as well as copper, lead, gold, and silver.  The company operates one underground min&hellip… Login or Subscribe to Read More →

Sorry to keep rehashing content from SILVERAXIS but I am trying to add some useful additional content for Metal Augmentor subscribers only. For example, here are the ETF Basis charts for the end of this week (Thursday), showing that scrap … Read More →