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 →

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 →

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 →

It was somewhat reassuring speaking to John Browlie a couple of weeks ago to find that Oro Mining (TSX-V: OGR; Pink Sheets: OMRGF) continues to… Login or Subscribe to Read More →

In mid-January we discussed our intention to exit several positions in our model and real portfolios and we have now more or less completed these… Login or Subscribe to Read More →

We’ll be updating this and all subsequent Mining News Review posts on a more-or-less daily basis. We will add to this review chronologically with the most recent updates appearing at the bottom. If there appears to be a significant news … Read More →

Our last few posts are eerily similar — justifying a continued hold or even buying of a stock that is being bashed by the market. The… Login or Subscribe to Read More →