Category: Mining
1691 Posts
POSTED ON November 30, 2015 BY CEO Technician

Via Energy and Gold futures speculators have moved into full capitulation mode in recent weeks. The liquidation we have seen in gold since the October highs is one for the record books; a more than 135,000 contract reduction in net long exposure for a net notional amount of more than $15 billion:   There… Continue Reading

POSTED ON November 18, 2015 BY Andrew Nelson

In the midst of a gruelling bear market, companies that provide services to publicly traded resource ventures have been hit almost as hard as those operating in the space. However, advising and consulting to junior miners also provides an intimate view into the company, a perspective many individuals are not granted. This, in turn, offers… Continue Reading

POSTED ON November 18, 2015 BY James Kwantes

I caught up with royalty specialist John Budreski recently for an update on Morien Resources, a small resource royalty play with two long-life assets in Nova Scotia. The shares had recently slumped below 20 cents from a 52-week high of 28 cents, and I took a position. Budreski, Morien’s president and CEO, didn’t seem too… Continue Reading

POSTED ON November 18, 2015 BY CEO Technician

Via Precious metals have had an awful month of November thus far with both silver and gold suffering significant declines while posting record losing streaks. Most notably silver has posted a record 14 consecutive losing sessions and is currently working on a 15th as I write this:   Silver (Daily) Several things stand out to me… Continue Reading

POSTED ON November 12, 2015 BY Tekoa Da Silva

I had the chance to visit once again with Rick Rule, Chairman of Sprott US Holdings. It was a great conversation, focusing on the state of metals and mining, a $20 billion opportunity now available due to market chaos, and ‘multiples of potential return’ in mining equities, should historical measures reassert themselves. “I’ve seen this… Continue Reading

POSTED ON November 11, 2015 BY CEO Technician

Via Energy and Noted market technician and fund manager J.C. Parets is a long time friend of CEO.CA and We had the pleasure of sitting down with J.C. and picking his chart filled brain as to what he’s seeing right now across global markets and asset classes. As is his style, J.C. did… Continue Reading

POSTED ON November 06, 2015 BY CEO Technician

Via Energy and This morning’s stronger than expected monthly payrolls report has sent the US dollar index soaring and gold tumbling: US Dollar Index (December futures)   Gold (December futures) Gold smashed through minor support around US$1100 and now finds itself perilously close to making fresh 5+ year lows. The summer low at $1072.30… Continue Reading

POSTED ON October 29, 2015 BY CEO.CA on Bay Street

by CEO.CA on Bay St. Legendary investor and author Jim Rogers urged students to scrap career plans for Wall Street or London’s financial district during a Nov. 4, 2010 speech at Oxford University’s Balliol College (one of his alma maters). He recommended studying agriculture and mining instead. “The power is shifting again from the financial… Continue Reading

POSTED ON October 27, 2015 BY James Kwantes

Fission Uranium CEO Dev Randhawa says he’s determined to fight through both negative market sentiment and the opposition of some retail shareholders who want him to step down after the failed merger with Denison Mines. Randhawa said in a phone interview late this morning that it’s business as usual as he advances and markets Fission’s… Continue Reading

POSTED ON October 27, 2015 BY James Kwantes

Michael Berry of Disruptive Discoveries Journal is out with a good slide deck on macro and metals themes that he presented earlier this month for the Quebec Mineral Exploration Association. Mining investors know the story well – excess supply and insufficient demand have hit commodity prices hard, as well as the energy-reliant Canadian economy. Meanwhile, debt… Continue Reading

POSTED ON October 26, 2015 BY CEO Technician

Via Energy and Here’s the quick take on gold via Morgan Stanley:     Clearly a bearish view on gold from MS, also not a very deep view either. This is a classic example of what Howard Marks calls “first-level thinking”. All of the points mentioned are known and already discounted by the market;… Continue Reading

POSTED ON October 21, 2015 BY Jamie Keech

Almost exactly 2 years ago, CEO.CA correspondent Jamie Keech interviewed Liberal natural resources critic Geoff Regan about the party’s ideas on natural resources development, the environment, First Nations and more. The Liberal party won a majority of seats in Monday’s federal election and while Prime Minister-elect Justin Trudeau will not name a cabinet until Nov.… Continue Reading

POSTED ON October 15, 2015 BY CEO Technician

Via Energy and The gold miners (GDX) have rallied a whopping ~35% in the last month. However, we have seen this movie before and watched many rallies quickly fizzle and the goldies slump to fresh all-time lows. In fact, just two months ago we watched GDX rally nearly 25% over a three week stretch only… Continue Reading

POSTED ON October 08, 2015 BY Andrew Nelson

Students often study one subject at university, but end up shifting gears and graduating in a different field. It’s how Copper North president and CEO Harlan Meade accidentally discovered mineral exploration while studying chemistry. In Meade’s case, the twist of fate involved a summer job accident that left the young man with a fractured wrist,… Continue Reading

POSTED ON October 03, 2015 BY CEO Technician

Via Energy and A great deal transpired across markets last week and after sifting through a few dozen charts this morning it’s clear that a major transition may be underway. My friend J.C. Parets (@allstarcharts) has been bullish on the USD/CAD currency pair for at least a year so when he came out with… Continue Reading

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