Monthly Archives: March 2011

Although the timing might not be quite right from a seasonal perspective, we’ve had a few companies on our minds for a while now… Login or Subscribe to Read More →

This Monday afternoon Jonathan Lebed revealed that his mystery stock trades on the TSX, which means it probably isn’t Santa Fe Gold — that company… Login or Subscribe to Read More →

Update: This Monday afternoon Jonathan Lebed revealed that his mystery stock trades on the TSX, which means it probably isn’t Santa Fe Gold — that… Login or Subscribe to Read More →

The earthquake and tsunami north of Tokyo last Friday is doing a number on all the markets but uranium stocks in particular are getting hammered… Login or Subscribe to Read More →

[Post updated on March 15, 2011] Our unique treemaps below use size to illustrate relative portfolio allocation. Changes in color are meaningless at this point and merely… Login or Subscribe to Read More →

[Post updated on March 15, 2011] Please note that we are now providing an updated listing of stocks being covered in our portfolio at our Current Portfolio… Login or Subscribe to Read More →

A few final company observations with more updates later for subscribers as warranted. Also a warning: We had a one ounce silver round stolen by TSA or other airport personnel (probably TSA since we even had a lock on the … Read More →

A few more companies with more updates later for subscribers: East Asia Minerals – The spinoff will allow the company to better present the non-Miwah gold assets in Indonesia, which have quite prospective value. Our expectation is that Miwah will … Read More →

We stayed up late and got up late so this update will be very short and updated later. We plan to be in the lobby or bar of the Intercontinental Hotel tonight around 6PM for any subscribers who would like … Read More →

We had a productive start at PDAC this Sunday and will be reporting our observations each day. Much of our time was spent meeting with colleagues but we did have an opportunity to speak to a few companies. If subscribers … Read More →