For several weeks we’ve been aware of an interesting arbitrage opportunity between various New Gold (AMEX/TSX: NGD) Canadian-listed warrants and U.S./Canadian… Login or Subscribe to Read More →

Publishing our Top Warrant Report is imminent on our ever-growing list of things to do, but having witnessed a massive pullback in the Dundee Precious… Login or Subscribe to Read More →

Given the just-announced update out of Great Basin Gold (AMEX, TSX: GBG), it seems unlikely that the commissioning of Burnstone will be completed in time… Login or Subscribe to Read More →

I wrote the following comment on July 23, 2010: I’m currently working on entering Franco-Nevada into the model, but it is going to be a long… Login or Subscribe to Read More →

It may have taken longer than we had hoped for but one of our longer term gold stocks that we follow is finally coming into… Login or Subscribe to Read More →

Let’s start with a question. Would you pay C$0.185 for the right to buy a stock at C$0.155 through July 16, 2014 when the stock is… Login or Subscribe to Read More →

The market sometimes obsesses over bad news to the point of entirely missing the bigger picture. So when a multi-mine company operates a troubled project… Login or Subscribe to Read More →

The Epic of Manas is a traditional epic poem of the Kyrgyz people that runs almost 500,000 lines long, making it one of the longest epic… Login or Subscribe to Read More →

Told you we’d have a few new speculations after the machine gun barrage of profit taking yesterday (all of which appears to have been quite timely it appears)! In any case, we discussed the New Gold warrants a few days … Read More →

UPDATE: As we worked through the sensitivity analysis, it became clear to us why these warrants offer such great value. There are almost as many… Login or Subscribe to Read More →