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Discussion with Companies at San Francisco Hard Assets Conference
Okay, I know this is a bit late in coming but finally I’ve been able to collect and condense my notes from the San… Login or Subscribe to Read More →
Portfolio Roundup: September 14, 2010
It has been a long time (actually never) since we went through ALL of the current positions in our portfolios to update our thinking and… Login or Subscribe to Read More →
Oro Silver is Not in 6 Furlong Race
When we first featured the Trifecta 2010 Gold and Silver Explorers Play, we were looking for companies with big exploration plans and big ideas for 2010 that… Login or Subscribe to Read More →
PDAC 2010 Debriefing #1
Wow, that was a long PDAC hangover! Sorry for the delay but we thought it would still be relevant and somewhat entertaining to recount some of the stuff we saw and learned at PDAC 2010. We’re going to do a … Read More →
Trifecta 2010 Gold and Silver Explorers Play
We are initiating a new look at exploration plays we expect could do relatively well in 2010 and have come up with an initial trifecta* list of juniors that for one reason or another seem to have a good balance … Read More →
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