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… Login or Subscribe to Read More →

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… Login or Subscribe to Read More →

We went through our notes and thoughts on many of the company we visited at the NY Hard Assets Show last week and recorded some of the most pertinent sections for posterity. We tried to separate the discussion by company … Read More →

We decided to take our time to report on the last two days of our PDAC booth patrolling in order to save our sanity and health on account of way too much yakking, handshaking and BS’ing that took place during … Read More →

Monday at PDAC is usually the busiest one and we didn’t find ourselves finishing the day until close to midnight. We had two productive meetings lasting a few hours and therefore didn’t have a lot of time to visit and … Read More →

We are at PDAC this week researching mining companies and stories. The Toronto Convention Center is busy as usual with thousands of mining heads taking care of business. Almost 600 exhibitors (not including the “trades” like drillers and consulting firms) … Read More →

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… Login or Subscribe to Read More →

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… Login or Subscribe to Read More →

We are going to be selling two positions from our portfolios as a result of developments within the past 24 hours. We have already made it… Login or Subscribe to Read More →

It was announced late yesterday by Kinross (NYSE: KGC; TSX: K) that after years of wrangling the Ecuadorean government headed by Rafael “Hugo-Lite” Correa is finally almost ready to conclude negotiations on the very first mining license since the passage … Read More →