Company News
POSTED ON February 03, 2016 BY James Fraser

CEO Terminal regular and Aston Bay (BAY:TSV) CEO Benjamin Cox was a live guest on Andrew Bell’s Commodities show this morning on BNN. Mr. Cox and Mr. Bell discussed the deal Aston Bay just signed with BHP Billiton on the Storm copper/zinc project on Somerset Island, Nunavut. A letter of intent has been signed that… Continue Reading

POSTED ON January 28, 2016 BY James Kwantes

Tiny Aston Bay Holdings (BAY-V), a junior with a copper-zinc project in Nunavut, seized the market’s attention today by announcing a preliminary joint-venture deal with the world’s largest mining company. According to the exclusive letter of intent, BHP Billiton would pay a minimum of $40 million in exploration expenditures over 9 years – including $2.5… Continue Reading

POSTED ON January 18, 2016 BY Kip Keen

CEO.ca – Nautilus Minerals (NUS-T) enters a critical phase in its bid to become a seafloor metals miner. Earlier today Nautilus noted it would start testing a number of its seafloor mining tools in early 2016. The key thing to realize here is that these tools have never been used before. Indeed, this kind of seafloor… Continue Reading

POSTED ON January 07, 2016 BY Kip Keen

Drilling Los Helados. Source: NGEx CEO.ca – For the first time NGEx Resources pulled together the 60%-owned Jose Maria and Los Helados copper-gold deposits into a single mining scenario – now called the Constellation project – in a preliminary economic assessment. It’s big. NGEx, about 19.9% owned by the Lundin family trusts, had previously envisioned a… Continue Reading

POSTED ON January 06, 2016 BY Kip Keen

I was curious to hear about Euromax Resources’ view of the road to final financing on the Ilovica copper-gold project in Macedonia, after the company released a no-big-surprises feasibility study this morning. London-based Steve Sharpe, president and CEO, answered his phone and after some wrangling with Skype’s poor quality, we chatted for 10 or so… Continue Reading

POSTED ON November 16, 2015 BY Benjamin Cox

Third in a series on currencies and leverage, by Benjamin Cox China made the right choice to sell a “leveraged growth” story. They ended up with roads, steel mills, bridges, buildings, and ports. Frankly, even with the cost of a debt default or an inflationary period, they will have – on a net basis –… 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 23, 2015 BY James Kwantes

Chile-focused prospect generator Arena Minerals has landed a third major, Teck Resources, and a US$19.5-million commitment to help develop copper projects at its Atacama Copper project in northern Chile. The agreement announced today will see Teck Chile spend US$19.5 million in two stages over 6 years to acquire up to a 60% interest in the… Continue Reading

POSTED ON September 25, 2015 BY Gwen Preston

With almost $600 million in the bank, NSU has cash to back 80% of its share price. And it pays a dividend. And it’s expanding its profitable mine. Investors are taking note: Nevsun has outperformed the S&P/TSX Capped Diversified Metals & Mining Index by 40% since June. The big resource picture is still unclear. No… Continue Reading

POSTED ON August 27, 2015 BY CEO Technician

Via Energy and Gold.com: One of the most successful investors in history, Carl Icahn, has taken a roughly 8.5% stake in copper/gold mining giant Freeport-McMoran (FCX). Shares of FCX have been battered in recent months, dropping nearly 70% since early May: Icahn is most well known for his timely investments in fallen angels. Most notably… Continue Reading

POSTED ON August 22, 2015 BY CEO Technician

Via Energy and Gold.com: After a promising start to the year copper has been in a steady downtrend since May and the red metal has just touched the rising 200-month simple moving average for the first time since late-2008:   While it is true that copper prices quickly reversed higher the last time this moving average… Continue Reading

POSTED ON March 22, 2015 BY Turdis

Over the weekend a number of African media outlets including Tigrai Online (an Ethiopian news source) have claimed that the Bisha mine operated by Nevsun Resources (NSU.TSX) was the target of an attack by the Ethiopian air force during two bombing raids.  According to the reports, the air force also targeted an Eritrean military depot.… Continue Reading

POSTED ON March 13, 2015 BY James Fraser

Having just returned from a site tour of the company’s flagship Contact copper project in Nevada, CopperBank Resources Corp (CBK:CSE) Executive Chairman Gianni Kovacevic (pictured) is optimistic for project optimization and exploration possibilities, and has been aggressively buying shares in his company in the open market. The Contact project is located on the Idaho border in northeast Nevada… Continue Reading

POSTED ON March 09, 2015 BY CEO Technician

Daily Commodity Chart Wrap 3/9/2015 via Energy and Gold.com: Copper Marginal Cost Percentiles The 90th percentile cost of producing copper is currently roughly $2.25/lb, it’s interesting that this level also coincides with the 200-month moving average (the same moving average where copper found support at the 2008-2009 lows). A powerful chart of gold net producer… Continue Reading

POSTED ON January 20, 2015 BY CEO Technician

Via Energy and Gold.com Morgan Stanley is out with some interesting research this morning highlighting the strong positive correlation between copper and oil prices: Aside from the fact that both commodities are greatly affected by global economic growth there is another important factor as to why the oil price can end up having a large… Continue Reading

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