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@Brent_Cook Top secret? Like who is pumping what? That would be useful.
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from ~coreshack,
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@Brent_Cook Regards MARL, not a top pick but certainly an amazing deposit that will get better. It has the disadvantage of being in Turkey which is a perception problem, and 30% of deposit with a good partner. But we don't expect to get full value, half will do.
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from #askgold,
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@tommy @brent_cook like top top secret, not the usual stuff in the #promotions channel
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from ~coreshack,
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@Brent_Cook The new gold quest hole is interesting. right now hard to put any size to it and my recollection of the core I saw suggested it may be sheared so if a VMS, could be moved or dismembered. But certainly worth follow up on.
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from #askgold,
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@Brent_Cook @newton Good question on missing stories and would be interested in rest of panel response too. I am OK missing, hate to do it, but in this game rule #1 is don't lose money. If I want see what I need to see in the data, I will pass. Others?
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from #askgold,
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@Newton Thanks @Brent_Cook! #AskGold "Any horror stories of chasing exploration stocks?"
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from #askgold,
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@Brent_Cook Agree, precious metals look good for the year. It is going to get really weird down here in the US
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from ~coreshack,
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@Brent_Cook Two financings that were considerably upsized and could have got more are $AU and $NHK. It was big funds and the likes of Beaty and others that pushed to get in. That is positive as I think the reality of the dearth of new discoveries and ore is taking hold.
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from ~coreshack,
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@Brent_Cook We will know the man is running up the bell tower to ring the bell when the likes of the deposits that First Mining Finance $FF and Goldmining $GOLD get financed to build, or those deposits bought by majors. The rising starts shortly thereafter.
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from ~coreshack,
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@Brent_Cook $AU will do some more details sampling, geophysics and very shallow drilling to locate the source and trends. Will be very intersting
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from ~coreshack,
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@Brent_Cook and suckers
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from ~coreshack,
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@nobshere @Brent_Cook In gold, we currently have 4 false breakouts to date so we are getting close to the turn. That Downtrend Line stands at the 1312 area now on the weekly chart. Perhaps this will be the fifth false move if we get through that monthly number we provided. We would need to get above the Downtrend line and still close above 1362 on a weekly and monthly basis to say OK – a real rally is underway.Armstrong
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from #index,
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@Brent_Cook $AU, yes i suspect so. As I have said before. IMO the real advantage of the JV model is it allows good explorationists the time to actually find something w/ou the dilution. This looks like something.
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from ~coreshack,
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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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@Brent_Cook Sabina, grade matters
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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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@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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@Brent_Cook #1-GOld followed by Zn and Cu for us.
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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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@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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@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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@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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@Brent_Cook Have you been to Sudan? Agree on Ivory Coast.
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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,