@brent_cook 0 online
Members of @brent_cook
Moderators
Members
click to invite
@racker @Brent_Cook joins the Korelin Economics Report weekend show to talk about Colorado Resources $CXO - "It's still sort of early" and Mariana Resources $MARL.L - "Very very rich deposit that's open, it's clearly economic... They may have found the heat source... If we're correct that opens up the opportunity for a replication of the deposit 3-500 meters to the south." He also comments on Nevsun Resources $NSU, a cashed up profitable base metals miner. http://www.kereport.com/wp-content/uploads/0709-1-31.mp3
7
from #index,
click to invite
@racker @rangerbentman haven't looked at it in years, and never that close. Just remember it launched off the then success of CUM. The Elk project has been around a long time and hasn't worked (not completely damning). I would be curious for a technical opinion from @hra-coffin @tim_oliver @brent_cook @Jkaiser etc. https://www.aumtn.com/projects/geological-overview/
0
from #gum,
click to invite
@MiningBookGuy #Korelin Economic Report - Weekend Show - #Sprott Symposium http://www.kereport.com/2016/07/30/sprott-natural-resource-symposium/ I've only listened to @Brent_Cook and #JoeMazumdar so far. Both good interviews. What Joe was saying is music to my ears! It's clear these guys are not only focusing more on smaller explorers, but are much more open to the 'other' exchanges, like #ASX in Australia and #AIM in London. Joe used the example of $CDV.AX, which they made an excellent call on as a current pick. I hope to see more picks like this one over time, probably 2nd-hand since I'm not a subscriber (but this is the type of stuff that makes me want to become one!) https://explorationinsights.com/pebble.asp #ExplorationInsights Will listen to the other interviews soon too.
2
from #index,
click to invite
@MiningBookGuy Interview with Brent Cook of Exploration Insights - "Focus on Mid-tiers...Time to Focus on Juniors?" https://www.youtube.com/watch?v=TxcgnARVRmI+ Just became aware of this, good @Brent_Cook interview from #Sprott Symposium that I'm watching right now.
5
from #index,
click to invite
@PamplonaTrader Follow @Brent_Cook @HRA-Coffin on gold stocks, make lots of money on gold stocks. Easy peasy. Thanks for sharing @MiningBookGuy
6
from #index,
click to invite
@Vaughan Thanks for the @brent_cook interview @miningbookguy. $MGG is one company that never really gets mentioned here. I know they are in the Guerrero province of Mexico and they have drill results pending. Thoughts anyone?
4
from #index,
click to invite
@Brent_Cook @rocketred Not clear what your problem is but Exploration Insights has never owned Orezone #ORE. This clearly false statement should make anyone question anything you have to say, and why.
18
from #ore,
click to invite
@Vaughan Link to @brent_cook response to @RocketRed regarding $ore. https://ceo.ca/ore?8c484a743198
3
from #index,
click to invite
@Brent_Cook Joe was an analyst at Canaccord where he covered a number of development companies. Now he buys only what he likes at Exploration Insights. No worries.
0
from #ore,
click to invite
@Brent_Cook We published our newsletter commentary on $ORE as an example of what we do here at Exploration Insights. https://www.explorationinsights.com/pebble.asp?relid=167284 We are not always right, but at least you can see how we evaluate companies and ideas.
28
from #index,
click to invite
@racker solid post @brent_cook
3
from #index,
click to invite
@Newton Great to see @Brent_Cook here to share $ore free letter. Great excerpt to share and show people what appropriate skepticism can can do for your decision making!
3
from #index,
click to invite
@CriticalInvestor @Brent_Cook I noticed EI assuming higher grade reserves, but RPA defined lower grade M&I. Did I miss something here? $ORE
0
from #index,
click to invite
TheDailyGold outstanding work @Brent_Cook & Joe
2
click to invite
@MiningBookGuy Brent Cook Dishes Out The Dirt - SPECIAL COVERAGE | Kitco News https://www.youtube.com/watch?v=2o1BpTD0j5U+ @Brent_Cook #BrentCook #Cook #kitco crazy #geostories! special guest appearances by: Dan James at $MED, Ralph Rushton at $PSL, Stephen Quin at $MAX, Adam Travis at $CXO. "never a dull moment"
8
from #index,
click to invite
@Excelsior BTW - to all the different newsletter writers on CEO.CA - I didn't list any of our usual friends up above in that list of mining links, but there are many great folks here that have newsletters or release regular articles. I know I'm going to forget people, but I felt guilty afterwards and wanted to put out this suggestion. Investors interested in learning every day should keep tabs on people with newsletters or article writers like @HRA-Coffin @brent_cook @jkaiser @TheDailyGold @Dano @Stateside @JamesKwantes @Allan @MiningBookGuy @Jayfire @thenextbigrush @criticalinvestor @Goldfinger @EpsteinResearch @LucTenHave ...... or certain contributors that really should have their own newsletters like @PamplonaTrader @teevee @TheGalvanizer @Newton @bdminefinder @90bigpicture @racker @RocketRed @FundamentalAnalysis @ocotilloredux and all the other great contributors, posters, news junkies, technical analysts, one-liner jokesters, lurkers, and scoundrels (far too many to list) on here that make CEO such a hive of investing activity
30
from #index,
click to invite
anonymous $MIN feasibility numbers wow
1
click to invite
@EpsteinResearch From @Excelsior, from December 1st, thanks for the hat tip to me and the others BTW - to all the different newsletter writers on CEO.CA - I didn't list any of our usual friends up above in that list of mining links, but there are many great folks here that have newsletters or release regular articles. I know I'm going to forget people, but I felt guilty afterwards and wanted to put out this suggestion. Investors interested in learning every day should keep tabs on people with newsletters or article writers like @HRA-Coffin @brent_cook @jkaiser @TheDailyGold @Dano @Stateside @JamesKwantes @Allan @MiningBookGuy @Jayfire @thenextbigrush @criticalinvestor @Goldfinger @EpsteinResearch @LucTenHave ...... or certain contributors that really should have their own newsletters like @PamplonaTrader @teevee @TheGalvanizer @Newton @bdminefinder @90bigpicture @racker @RocketRed @FundamentalAnalysis @ocotilloredux and all the other great contributors, posters, news junkies, technical analysts, one-liner jokesters, lurkers, and scoundrels (far too many to list) on here that make CEO such a hive of investing activity
15
from #index,
click to invite
@Markedtofuture @brent_cook - listened to the A2A podcast at tfmetals report - northern shield resources $NRN http://www.northern-shield.com/ was one of the companies a subscriber wanted to know if you had an opinion on it. I will link the podcast if it is made into a public thread. TIA
2
from #index,
click to invite
@MiningBookGuy @leafs RE: https://ceo.ca/mbgtrends?f9884700e112 - good post by you! People often dance around the topic of #newsletters in this industry. I agree that for many people they seem to be the "only source of 'indepth' look at the company". On your follow-up comments, I will immediately add that newsletter writers have a wide-range of how they get paid, and it's VERY hard to figure out the differences at first. Without picking on anyone, I will say that I personally 100% trust @Brent_Cook & #JoeMazumdar @JoeMazumdar for their unbiased views of companies with #ExplorationInsights. This does NOT mean they are always right. But they got paid a pretty penny by subscribers, and they consistently say they will never take money/shares/whatever from companies. There are a few other newsletters that are similar. But many aren't, and you just have to figure some of this stuff out through experience. On that note, I have a couple other things to share:
2
from #mbgtrends,
click to invite
@FundamentalAnalysis @MiningBookGuy agree 100% in regards to @Brent_cook and @JoeMazumdar I believe they are amongst the few who are genuine. I see them in the integrity group along with Nolan Watson. #mbgtrends
1
click to invite
@FundamentalAnalysis @MiningBookGuy agree 100% in regards to @Brent_cook and @JoeMazumdar I believe they are amongst the few who are genuine. I see them in the integrity group along with Nolan Watson. #mbgtrends
1
from @fundamentalanalysis,
click to invite
@FundamentalAnalysis @MiningBookGuy agree 100% in regards to @Brent_cook and @JoeMazumdar I believe they are amongst the few who are genuine. I see them in the integrity group along with Nolan Watson. #mbgtrends
1
from @fundamentalanalysis,
click to invite
@Markedtofuture @brent_cook - A2A with Brent Cook of Exploration Insights - public podcast $NRN http://www.northern-shield.com/ was one of the companies a subscriber wanted to know if you had an opinion on it. http://www.tfmetalsreport.com/podcast/8047/a2a-brent-cook-exploration-insights?page=2#new
6
from #index,
click to invite
@racker Transcribing @Brent_Cook on Turd's podcast. Here Cook explains the year in review and Exploration Insights' investment strategy http://www.tfmetalsreport.com/podcast/8047/a2a-brent-cook-exploration-insights?page=2#new "I turned pretty positive on the sector. It was clear to me that the major mining companies needed new reserves, new mines, so we went pretty heavy in December and January into some of the mid-tier companies that had deposits that we felt were high margin and be acquired. It worked out well. 6 of our 7 picks were acquired by major companies… The [7th] is still sitting there. We’ve tried to replace those with more or new deposits, new companies, but the reality is, it’s very very hard to find high-margin economic deposits… It makes sense and this is what we’re doing. We’re moving down the food chain and buying into earlier stage discoveries and exploration companies with the ideas that those will be the next to be acquired by the major companies as they continue to run out of ore… Mine production is about 90 million ounces a year. They’r finding on average 40 million ounces a year. That’s been declining for 15 years… They are getting more and more desperate… Our strategy here means we’re not that tied to the gold price. What we’re tied to companies needing new deposits that make good money."
5
from #index,
click to invite
@racker @Brent_Cook does not view the base metals rally as sustainable
0
from #index,
click to invite
@racker "Now @Brent_Cook don't be sad,'Cause six out of seven ain't bad" https://youtu.be/k5hWWe-ts2s+ #ceofm #meatloaf
0
from #index,
click to invite
@racker Wesdome $WDO drilling "pretty damn positive" - one to look at now with gold's drop: @brent_cook http://www.tfmetalsreport.com/podcast/8047/a2a-brent-cook-exploration-insights?page=2#new (~18:30 mark)
0
from #index,
click to invite
@racker @Brent_Cook taking Turd's questions on mining's most marketed stories: $BRI $FF $AUG he's highly complimentary of management, but dislikes the projects and valuations.
4
from #index,
click to invite
@racker @Brent_Cook says he's favourable inclined to Tinka Resources $TK (size, grade, continuity, cheap) http://www.tfmetalsreport.com/podcast/8047/a2a-brent-cook-exploration-insights?page=2#new but doesn't know Callinex $CNX well-enough (~24:30). Perhaps he should take a closer look.
2
from #index,
click to invite
@racker on Cruz Cobalt, @brent_cook says "Who finds these things?"
0
from #index,
click to invite
@racker Questions from Turd's audience for @brent_cook are promo stocks... Cook is squirming!
1
from #index,
click to invite
@racker @Brent_Cook on #Japan “…probably a really good place to be exploring because it hasn’t been hit that hard, certainly for precious metals deposits. Working in Japan, you need to be extremely well connected to get anything done there.” Does not mention the two TSXV listed Japan explorers, $IRV and $JG.
5
from #index,
click to invite
@racker @Brent_Cook on K92 Mining Inc. $KNT “In my opinion, I need to see they can actually make money on their narrow underground mine before I'd buy it. It’s a difficult spot, mining method. If they can show they can make money, the rest of the ground around there is extremely prospective, and I think they can grow the resource quite a bit. I’m watching just to see that these guys can work and show a profitable operation and then that’s something to look at for sure.” (approx 30 min mark)
8
from #index,
click to invite
@racker "To win in this game... you've got to have an edge, and Joe and I have an edge when it comes to early stage projects or single deposits companies, that are kind of below the radar of most of the mining analysts. That's where our edge is so we stay there." @Brent_Cook https://www.explorationinsights.com/
5
from #index,
click to invite
@MiningBookGuy great quote here! https://ceo.ca/index?7b14f5d967f1 make sure to check all the @brent_cook quotes that @racker copied from his recent podcast (they should be lined up in the @brent_cook room). lots of good stuff...i'm going to try to listen to that podcast in full this weekend.
1
from #mbgtrends,
click to invite
@Markedtofuture @rockman thanks for the explanation about Northern Empire at 23:55. There are some tfmetals subscribers that are holders of $NRN. That was the reason for the follow up here at CEO.CA. If @brent_cook comes accross this thread, hopefully he can give us his opinion on Northern Shield.I can post any response he gives to the podcast comments section. http://www.tfmetalsreport.com/podcast/8047/a2a-brent-cook-exploration-insights
0
from #index,
click to invite
@MiningBookGuy @Excelsior - thanks for sharing links/thoughts on #TurdFerguson. To my recollection, Turd was like a 'silver genie' in 2009-2010, seemingly predicting every short-term move (especially on the bullish side), as silver just went nuts in this time period. And then he went through a real rough patch, but still maintained quite a following. I'm not sure if this basic summary is correct. But I agree it's probably a good idea to still listen to him, and have to say I'm impressed that he got @brent_cook for such a long podcast (which I still need to listen to in full soon). Anyway, thanks again for sharing this, and your thoughts are always appreciated, whether in #mbgtrends or elsewhere at ceo.ca (like some really interesting ones I saw you posted @wannabeinvestor's room!)
1
from #mbgtrends,
click to invite
@tumbleweed @Brent_Cook says the results are positive so I think I'll listen to him @dirkdiggler
0
from #mrz,
click to invite
@DanO Listened to the @Brent_Cook podcast. Funny that he didn't hear about $nrn. He should visit here more often as the co has quite a few followers on this site.
3
from #index,
click to invite
@hihosilver Want to Invest in Mining in 2017? Look Out For This - @Brent_Cook on Kitco News - Dec 19, 2016 https://www.youtube.com/watch?v=yeXfqxhRhcI+ $MARL $CDB $MRZ
4
from #index,
click to invite
@tommy Happy Birthday to Joe Mazumdar, co-editor/Analyst at Exploration Insights! ~86% of Exploration Insights' 2016 stock recommendations were taken out at substantial premiums, Joe's first year with the publication. That's incredible! Here's my Jan 2016 interview with Joe, one I found very informative and inspiring: http://blog.ceo.ca/2016/01/19/mining-analyst-joe-mazumdars-vision-for-ethical-research/ EI published a new recommendation yesterday that is close to home! I'd love to share it with you but want to support their publication! On Kitco today Joe's partner @Brent_Cook said Q1 will be a good time to buy gold juniors. This is the guy who sat out the entire bear 2012-2015 market, and got bullish in late 2015, before a mighty run. https://www.explorationinsights.com to get Brent and Joe's best ideas for US $140/month.
13
from #index,
click to invite
@FundamentalAnalysis If you don't have an opinion on gold, just want to take advantage of low valuations. Then @Brent_Cook's approach is more prudent. Or just buying into quality developement plays.
0
from #bri,
click to invite
@racker @Brent_Cook and Joe Mazumdar share junior mining stock picks with Kitco http://www.kitco.com/news/2017-01-06/What-Five-Companies-Does-Brent-Cook-Like-In-2017.html first public mention by the analysts of $SBB. Others: $CNL, $NHK, $CDB, $MARL, $MRZ, $RIC, $BYR.AX
9
from #index,
click to invite
@PamplonaTrader Oh, I am definitely an A-hole LOL. I think after coming across so much bullshit in the resource sector over the years, I've conditioned myself to call it out whenever my bullshit detector is set off. I am not the only one, you see intolerance for bullshit from people like @BDMinefinder and @Ocotilloredux as well. In my mind, being able to identify bullshit is an essential quality for anyone wanting to be successful in this sector. It is also why I went at luminaries like @Brent_Cook after he declared it impossible for Arrow to put out a maiden estimate of 200Mlbs. Having said that, when I view someone as credible, I give them the respect they deserve. I immediately got the sense from BDM and Ocotillo.
7
from #nxe,
click to invite
@PamplonaTrader I want to be clear though, I have a ton of respect for @Brent_Cook. One of the best in the biz w/r/t precious and base metals. I could never hold a candle to his light. I just knew he was wrong on $NXE.
6
from #nxe,
click to invite
@stateside Jay Taylor interviews the Cookie Monster http://jaytaylormedia.com/media/BrentCook20160106.mp3 @brent_cook
3
from #index,
click to invite
@PamplonaTrader Market sleeping on $TK. Some seriously smart ppl all over this company including @Ocotilloredux @TheGalvanizer @Brent_Cook @drilltracker #MaryLittle #IncaKolaNews. They start drilling with stepouts at the high grade West Ayawilca. Once results come in the market will be all: http://kingofwallpapers.com/orly/orly-005.jpg+ #zinc
2
from #index,