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@Brent_Cook Indeed, what we are missing is a major discovery from an honest junior like Virginia etc. That may set the market off.
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from ~coreshack,
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@Brent_Cook Who is Vance?
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from ~coreshack,
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@Brent_Cook I have not heard from RRI on drilling his projects yet. Would want to visit before I buy in tho.
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from ~coreshack,
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@Brent_Cook I understand Agnico is having success at Barsele but don't know the details. When I visited years ago is was a smallish broken intrusive. Since then they seem to have expanded to depth.
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from ~coreshack,
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@Wannabeinvestor @Brent_Cook, did Beaty buy into both $AU and $NHK?
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from #nhk,
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@Brent_Cook $GTT has some very interesting soil anomalies but I don't have the context yet. Recall CXO has kilometer sized soil anomalies that haven't worked so well yet. One has to understand where the soils were taken and where they came from, Down slope or what?
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from ~coreshack,
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@Brent_Cook Imaginary? look up agnotology JK. I would have to walk the anomalies before getting too excited have spent considerable taking soil samples in my youth.
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from ~coreshack,
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@Brent_Cook Sabina, grade matters
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from ~coreshack,
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@Brent_Cook Joe makes a good point. Many juniors will point to some low grade mine in production as reason to promote their low grade marginal deposit. But you have to realize--those are built, capital sunk. I think that when the majors are now considering an acquisition they consider the capex. No one needs another Rainy River or Cote Lake.
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from ~coreshack,
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@Brent_Cook What discount rate do the majors use, or cost of capital when considering an acquisition Joe?
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from ~coreshack,
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@Newton Interesting comment here from @brent_Cook https://ceo.ca/~coreshack?66e1b7e7b35a about pitfalls of of planning to supply existing mine with additional ore. Are you on the right side or wrong side of cap-ex?
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from #askgold,
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@Brent_Cook Goldcorp's promoted 5 yr plan is to grow reserves by 20%, cost down by 20% and earnings up by 20%. Los Filos apparently didn't fit that plan. Why? I don't know
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from ~coreshack,
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@Brent_Cook and G's deposits in those places are playing out.
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from ~coreshack,
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@Brent_Cook #1-GOld followed by Zn and Cu for us.
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from ~coreshack,
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@Brent_Cook Shitstorm you mean. The most powerful man in the world is a lunatic. this cant end well
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from ~coreshack,
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@Brent_Cook Tommy, we still online? I have to go soon, any geology or company specific ?'s from the audience?
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from ~coreshack,
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@Brent_Cook OK, Moneta is a poor deposit with grade smeared across cry low grade rock. Very high internal strip IMO. UNigold has small oxide but the sulfide is not best grade and again strip in high capex area. Close but no cigar. New gold straddled w/ Rainy River.
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from ~coreshack,
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@Brent_Cook ORG, Sudan--no thanks. I think they are trying to sell that and move into a somewhat more acceptable place. Problem is, the only group likely to buy would be local.
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from ~coreshack,
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@tommy Would u ever go to Egypt @Brent_Cook I made my first (modest) score there http://cdn.ceo.ca/1c9p1t8-TH%20header.jpg+ and have welcomed Aton Resources $AAN as a CEO.ca sponsor.
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from ~coreshack,
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@Brent_Cook Have been to Egypt and some good deposits. However, some recent changes to tax and mine law are very detrimental to mining now. Look them up.
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from ~coreshack,
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@Brent_Cook And in Egypt, the lonely white boy Tommy is sure to get a real good deal!
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from ~coreshack,
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@Brent_Cook Sit down have some tea, lets talk while I show you these rugs.
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from ~coreshack,
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@Brent_Cook My brother knows a guy whose sister is married to the minister. I can get you in for a small fee and I have this incredible gold deposit the Incas found when they were Mormons. real good stuff Bro
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from ~coreshack,
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@Brent_Cook Thank you all, best of luck in 2017.
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from ~coreshack,
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@MiningBookGuy @Brent_Cook - thanks. one follow-up $ORG comment from me that doesn't need to be answered (more for the viewers): I think $MARL and $ORG make an interesting comparison. I am more positive on #Sudan and more negative on #Turkey than you are. I think the #geopolitics here is very tricky, and no one really knows what will happen. But one thing for sure: both $MARL and $ORG are going into #IvoryCoast with early stage exploration. This is hugely prospective and a 'less risky' jurisdiction (though no cake walk either). I don't think the market has caught on with this for $ORG yet. Maybe this won't change anyone's mind, but it's definitely worth noting. These companies will be interesting to follow in tandem.
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from ~coreshack,
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@Brent_Cook Have you been to Sudan? Agree on Ivory Coast.
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from ~coreshack,
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@MiningBookGuy @Brent_Cook - I have not. I'm relying on Lundin/RedBack/Beaty on this one. could be very wrong. I don't plan on visting Sudan or Turkey any time soon. $ORG $MARL
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from ~coreshack,
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@bmonaghan @Brent_Cook Hi Brent, Blaine Monaghan here. Haven't given you the $aan pitch yet. Presently in Cape Town, Indaba, will give you a shout when I get back. Agree with you regarding Egypt, great geological potential, pity about the mining law. However, we have high hopes that they will come round.
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@bmonaghan @Brent_Cook FYI, Sprott Global Resource Investments participated in $aan PP that closed in December.
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@MiningBookGuy since i can write in here, one BIG #thankyou on behalf of the little spculators like me than hang out at ceo.ca pretty much every day! this ~coreshack 'Newsletter Writer Panel' has been the CEO.CA highlight of the year (so far), when combined with introduction of CEO.CA "Pro Version" with market depth! @murat/ceoca-pro-subscriptions-soft-launch Thank you @Brent_Cook @HRA-Coffin @JKaiser @JMNorthShore, and of course @Tommy @Murat... everyone who's making CEO.CA great! :)
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from ~coreshack,
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@dirkdiggler This was Brent's response when I quized him last May on $NHK....when it was trading in the teens - @Brent_Cook "Never heard of $nhk. What rock do all these crawl out of?"
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from #me,
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hoo dat? Are you saying that @Brent_Cook participated in your financing?
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from @bmonaghan,
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@Wannabeinvestor @dirkdiggler, @Brent_Cook is just a human. guess it's impossible to track each and every junior. he sure missed $NXE, though.
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from #nhk,
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@MiningBookGuy @leni - great interview with @Brent_Cook here, with some discussion of #ExplorationInsights #newsletter he runs with with Joe @JMNorthShore: @Leni/insights-on-the-resource-market-with-brent-cook-and-joe-mazumdar this is excellent for #newbies. I will also add my 2 favorite 'free/classic' @Brent_Cook articles that I've been sharing with various people lately: Part I: What was it like, Dad? by Brent Cook | June 19, 2015 https://www.explorationinsights.com/pebble.asp?relid=29900 Part II: Will mining boom again, Dad? by Brent Cook | July 10, 2015 https://www.explorationinsights.com/pebble.asp?relid=32671 These are MUST-READS if anyone hasn't seen these before, especially after you read @Leni's interview with Brent! #newsletters #mbgtrends
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from #index,
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@PhotoJ Let's talk #newsletters. The "good" ones I'm aware of are @hra-coffin @brent_cook @jameskwantes. Then you have #Katusa who people around here don't seem to respect much (curious why that is, because he likes to pump his picks)? Also, looks like we have @MiningCatalyst with a #drillplays tracker in the works. Are there any other quality newsletters out there that should be on a retail guy's radar? Thanks.
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from #index,
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@MiningBookGuy @Stealinator RE: https://ceo.ca/index?627f49443b52 - thanks for posting, didn't realize @TheNextBigRush just published this segment! forgot so many things I said in this from Dec 2016. adding a few tags i mentioned: #explorationinsights https://www.explorationinsights.com/pebble.asp?relid=1378 @brent_cook @JMNorthShore shout-out: @teevee $NRN $GQC (*note - with recent $GQC #discovery, it has more current potential than what I implied in the commentary) glad @jayfire got at least 'something' in near the end! if we do another one of these, "I promise" to talk less and listen to @Jayfire @TheNextBigRush! :P #mbgtrends
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from #index,
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@MiningBookGuy New #MiningBookGuyTV: $ORG Orca Gold Series #4 - Hunting for Elephant Gold Deposits in Ivory Coast / Cote D’Ivoire! https://youtu.be/krXUNDjx6gc+ Shout-Outs to @jayfire @TheNextBigRush @Brent_Cook @JMNorthShore @Bullionaire @Excelsior! *NOTE - I forgot to mention the #Sudan Project PFS Delay in the video (I did know about this from a call with Elina last week). I also did not realize this would be announced in an NR today: @marketwired/orca-gold-announces-pre-feasibility-study-update-for In a nutshell: I’m slightly disappointed. But I’m not worried at all as an $ORG shareholder. And it would be perfect if they can start drilling the ’new’ #IvoryCoast properties in the meantime! Some companies mentioned include: #Randgold $RRS.L $EDV $PRU $PRU.AX $AQI.AX $AU $MARL $MARL.L $K ~AUfrica #gold #exploration #DrillPlays #Africa #WestAfrica #FraserInstitute #Elephants #ElephantGoldDeposits #ElephantCountry #IvoryCoast #Guyana #Finland #Sudan #mbgtrends #index
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from ~aufrica,
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@Excelsior • ________________________________________________________________________ The #PDACcurse Eric Coffin of HRA Advisories | Mar. 22, 2012 From The March 2012 HRA Journal “It’s that time of year again. Thirty five thousand people descended on Toronto to take part in the largest mining industry confab in the world. The PDAC has become famous for the broad range of attendees, the numerous parties and the gouging by local hotel operators. ” “For resource stock investors, the PDAC famous for something more sinister; the “PDAC Curse”. So far this month is looking like this annual scourge is alive and well and making life miserable for resource stock traders yet again.” • Here’s another article highlighting the 2011 #PDACcurse: “If you haven’t heard of the #PDAC curse, you’re in for a tale of woe and despair.” “PDAC, for those of you unaware, stands for the Prospectors and Developers Association of Canada. The annual PDAC Convention was attended by nearly 30,000 mining people earlier this week. Because corporate executives don’t like going to jail, most juniors with any sniff of positive news will release their results just before or during the convention. That frees them up to promote unfettered. BNN broadcasts live from the floor and conducts interviews with quotable executives and analysts. Its a pretty big deal…” http://myemail.constantcontact.com/The-PDAC-Curse.html?soid=1101446787741&aid=Yfyff0Wvngo • Here was the Kitco coverage of the question last year, and we know in retrospect, the curse was lifted last year, but you can sense the hesitation going into this period last year….. _______________________________________________________________________ Can The Market Survive the #PDACcurse? Tuesday March 08, 2016 (Kitco News) – “Although gold prices are up almost 20% since the start of the year, the market might not be able to escape the PDAC curse, a common correction seen after the Prospectors and Developers Association of Canada conference, as analysts and market participants are expecting to see a pullback after the recent 13-month high. “I think we have seen things move pretty hard in one direction so it makes sense to see a pullback,” said Brent Cook, author of the newsletter Exploration insights. http://www.kitco.com/news/2016-03-08/Can-The-Market-Survive-the-PDAC-Curse.html ** Is there a #PDAC Curse? @TheNextBigRush - Aug 9, 2016 https://www.youtube.com/watch?v=BoH1vT53R-k+ > On January 31, 2017 at 11:31 am, @Excelsior: "Yep. Seasonality isn’t perfect, and no 2 years are identical; but is very clear that for the last 2 decades that a good metals trade is to buy in late Dec – then trim some back in late Feb….then buy back those trimmings in March after the PDAC Curse." ** On February 9, 2017 at 12:04 pm, from the ~coreshack conversation here on #CEO: @tommy – “And how will we know we’re in a bull market?” @HRA-Coffin (Eric) – ” I think it’s a bull market – but nothing like some of the past ones we’ve seen. Will take a while for that to develop. ” @JMNorthShore (Joe) – “We are seeing some financings of junior explorers being upsized considerably. Given that the gold price is still around US$1235 so definitely a lot of investor interest in the upside potential. ” @Brent_Cook – “Agree, precious metals look good for the year. It is going to get really weird down here in the US” @JKaiser – “PDAC curse only occasionally gets violated as in last year. Will be an interesting test this year. ” @tommy – “No PDAC curse last year. A pleasant surprise around here! I am still a child of the bear market and can’t have enough cash…. ” #PDACcurse - Sorry this was long but it's #spooky
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from #index,
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@tommy Good @brent_cook Kitco interview. Given the red on my screen it's a relief/confirmationbias? to hear someone of his experience so excited about juniors although he expects the market to deflate short term and advises buying summer weakness
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from #index,
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@BS @tommy don't rely on @Brent_cook for timing metals price movements, over coming months. That's not where his strength lies. Do look at the companies he's mentioning as possible takeover targets. (He was wrong on timing in interviews and presentations late in 2015/early 2016, but still getting ready in case the upswing did come, from which subscribers profited handsomely).
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from #index,
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@TheDailyGold @BS @Tommy Actually Brent's timing has been very good the past few years.
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@BS My bad, thought he was quite bearish (in his public comments) late 2015, and didn't expect the market to turn around so violently in early 2016. Though he did position himself in case it would happen, but was expecting the bear market to last longer, if I'm not mistaken. But maybe the problem is my memory. What do you expect with the upcoming rate hike, @TheDailyGold ?
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@martin If you like Aurion $AU, it's worth watching @brent_cook discuss it on this short BNN clip. Among other comments "they found boulders ...with visible gold in it...it certainly is intriguing. If subsequent drilling can confirm there is some continuity to that, this is an interesting speculation (smiles)...these are the sorts of things that could really do well." http://www.bnn.ca/video/brent-cook-and-joe-mazumdar-discuss-aurion-resources~1072081
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from #au,
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@racker Mining analysts pooh-pooh the #cobalt boom @racker/mining-analysts-pooh-pooh-the-cobalt-boom a word of caution from @brent_cook
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from #index,
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@PamplonaTrader @drilltracker and #OttoRock put $TK on my radar early. Started a small position and brought the idea to @ocotilloredux. I went overweight after his endorsement. Further endorsement from @TheGalvanizer and then #JamesDines and @Brent_Cook only strengthens my conviction.
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from #tk,
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@Newton Wow. Good work getting the word out there @Kingsley.
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from #sek,
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@Picsou Next question is: will @brent_cook cut $MARL loose? So far the narrative was indeed around the connections of the local partner as a risk mitigant. It was not part of the plan that the prick in charge would seriously mess around with #Mutti.
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from #index,