You wouldn’t know it looking at its share price, but Endeavour Mining (TSX: EDV; ASX: EVR; Pink Sheets: EDVMF) has consistently delivered on production… Login or Subscribe to Read More →

As one of our preferred mid-tier gold producers with its strong management team, consistent earnings, strategic asset mix and significant investment portfolio, Dundee Precious Metals… Login or Subscribe to Read More →

Following our success with “pairs trading” in 2011, we initiated two more during the latter half of 2012 and both have proven to be quite profitable over a relatively short 4-6 month period. First there was our comparative analysis of Timmins … Read More →

PwC provides us with plenty of interesting data points including an aggregate income statement, balance sheet and cash flow statement for the Top 100 mining companies by market capitalization listed on the TSX Venture exchange as of June 30, 2012. … Read More →

On November 16, 2012 WSJ ran a story about Libra Advisors returning outside investor money by the end of the year as it scales down from hedge fund to “family office”: a private entity that manages a wealthy family’s investments … Read More →

This November 16-17th we attended the Hard Assets investment conference in San Francisco. We hope you can understand that our juiciest investment ideas can only be found in the full, premium “Best in Show” version of this post. Nevertheless there’s … Read More →

It was a pleasure seeing some of you in San Francisco for the Hard Assets show. We typically only spend a limited amount of time… Login or Subscribe to Read More →

We began accumulating shares of Prodigy Gold (TSX: PDG; Pink Sheets: KXLAF) back in October 2011 at under $0.60 and here’s how we concluded our more… Login or Subscribe to Read More →

A major reason for originally buying into Excelsior Mining (TSX-V: MIN: Pink Sheets: EXMGF) back in February 2011 was the stark 6:1 valuation gap between it and… Login or Subscribe to Read More →

We have been riding a bear of sorts as a trading vehicle for a while now. No, we weren’t expecting to profit from a… Login or Subscribe to Read More →