The silver mining space is somewhat limited and the quality companies all carry decent valuations … even the junior producers and despite the malaise that has… Login or Subscribe to Read More →

A wave of resource nationalism is reducing the number of silver miners available for investment to the public according to Sean Rakhimov of Silver Strategies. Much of the expropriation (threatened or actual) has taken place in Latin America where a large … Read More →

A subscriber recently prompted us to look more closely at Timmins Gold and its valuation relative to other gold producers. When performing comparative analysis, ideally you want to look at peers that are as similar as possible in order 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 →

The market sure didn’t waste any time making its verdict perfectly clear after Fortuna Silver (NYSE: FSM; TSX: FVI) published its full year 2011 results… Login or Subscribe to Read More →

Wouldn’t it be nice to have a list of high quality exploration or mining companies at the fingertips so that it is easy to construct long-term portfolios or do some short-term trading when the right opportunity comes along? With all … Read More →

The problem with mining and in particular junior exploration right now, at least from an investor’s standpoint, is that no significant new money seems to be coming into the trade. Some stocks are being bought … but mostly with money … 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 →

While biking home yesterday from the gym I was on the receiving end of an intentional hit and run (as in assault with a deadly… Login or Subscribe to Read More →

Last Friday, 4asset-management released its quarterly review of the Market Vectors indices. These changes are important because they essentially determine how Van Eck Global will… Login or Subscribe to Read More →