@keithschaefer 0 online
Members of @keithschaefer
Moderators
Members
No more messages to load
click to invite
anonymous Here are some of the top #articles this week: Mining and exploration in Mongolia: Life after Robert Friedland delivered arguably the best new mining asset in the world, by James Kwantes @worldofmining/erdene-drives-next-wave-of-development-with-high-grade-gold-discovery-in-mongolia An African Triple Crown: Ivanhoe Mines, by Haywood IA Riley Skinner @skin_inthegame/investing-in-africa-with-ivanhoe-mines $IVN Joe Mazumdar’s vision for ethical research @tommy/mining-analyst-joe-mazumdars-vision-for-ethical-research $RMX CanAlaska adds to excellent uranium targets @tommy/canalaska-adds-to-excellent-uranium-targets $CVV The gold industry's million dollar question @luctenhave/the-one-million-dollar-question James Fraser, Allan Laboucan, Dan Oancea and Red Lake Capital live chat yesterday's Metals Investor Forum. Thread starts here: https://chat.ceo.ca/index.html?2bf0a04b61eb Silver guru David Morgan heading up new royalty company, plans 2018 IPO @jrmining/david-morgan-heading-up-new-royalty-company-plans-ipo Alaris Royalty navigates a profitable and increasingly crowded niche @worldofmining/alaris-royalty-navigates-a-profitable-and-increasingly-crowded-niche $AD Readers are encouraged to share your own #articles. CEO.CA editors will do what we can to "jazz them up" for you. Try the "My Articles" button on the right hand menu. It's very easy to use, even from mobile. The Vancouver Resource Investment Conference starts today and Roundup starts tomorrow. CEO.CA will have people there Mon-Weds. Save your seat for the FREE Subscriber Summit Mar 5 2016 in Toronto, hosted by CEO.CA, @HRA-Coffin and @keithschaefer: www.subscribersummit.com
3
from #index,
click to invite
@tommy 2016 Subscriber Investment Summit - Junior Stock Review https://shar.es/1CUpjw great meeting u Brian! Cc @keithschaefer @HRA-Coffin @worldofmining $CBK $LIX
10
from #index,
click to invite
anonymous How good management creates value, by @KeithSchaefer @KeithSchaefer/fund-managers-begging-for-a-go-to-lithium-name-like-this
0
from #articles,
click to invite
anonymous Fund managers begging for a go-to lithium name like this, by @KeithSchaefer @KeithSchaefer/fund-managers-begging-for-a-go-to-lithium-name-like-this $LIX
3
from #index,
click to invite
@JrMining @keithschaefer talks with Paul Matysek in latest post on Lithium X $LIX, and focuses on how good management can leverage experience, connections to get the most out of an asset. In this case, riding the #lithium wave. @keithschaefer/fund-managers-begging-for-a-go-to-lithium-name-like-this
4
from #index,
click to invite
@tommy Anonymous you're right in this context -- and it's disclosed. @keithschaefer picks his spots and has passed on 95% of the stories I've shown him. He's an incredibly hard-working and transparent writer, in my opinion. There's no better energy letter: http://oilandgas-investments.com/
1
from #lix,
click to invite
@ourrug Just happened to glance over at my $TWTR stream and noticed two in the last 10 mins referring to $LIX. One from @keithschaefer and the other @fabricetaylor. Marketing machine that $LIX
1
from #index,
click to invite
anonymous Time To Buy the Junior Producers Again: @KeithSchaefer http://youtu.be/dpYbOpZP8t8+ 5min video via http://oilandgas-investments.com looking for paybacks under 15 months, ideally 12 months or 75+% IRR on the company's main play. Netbacks less important, can mask debt.
2
from #index,
click to invite
anonymous The New FrontRunner in the Global Lithium Race, by @KeithSchaefer @KeithSchaefer/the-new-frontrunner-in-the-global-lithium-race $LIX #lithium
3
from #articles,
click to invite
@tommy If you're following the #lithium story, you've probably heard about Clayton Valley, North America's only active producer. $ALB Albemarle's Silver Peak lithium mine there produced 3000t LCE in 2012 according to USGS. To put that in context with Lithium X, my big bet in the space and a ceo.ca advertiser, the $LIX pilot plant at Sal de los Angeles in Argentina will be 2,500t escalating to 5,000t. LIX is preparing a Feasibility Study for a larger 15,000t LCE operation, in addition to the pilot plant. SESA, the group building the Pilot Plant and covering all cost overruns, have helped design, build or operate Orocobre, Sentient and FMC’s lithium production facilities in Argentina. Permits to start constructing the $LIX pilot ponds are expected in the next couple months with initial lithium sales 15 months later. There's more background in this @keithschaefer article: @keithschaefer/the-new-frontrunner-in-the-global-lithium-race Go $lix
8
from #index,
click to invite
anonymous The Two Key Questions in Canadian Natgas Today, by @KeithSchaefer @KeithSchaefer/the-two-key-questions-in-canadian-natgas-today
0
from #articles,
click to invite
anonymous The Offshore Oil Business Is Crippled And It May Never Recover, by @KeithSchaefer @KeithSchaefer/the-offshore-oil-business-is-crippled-and-it-may-never-recover
4
from #articles,
click to invite
@KeithSchaefer test
0
click to invite
anonymous The Biggest Winner and Loser in the Last Oil Cycle, by @KeithSchaefer @KeithSchaefer/the-biggest-winner-and-loser-in-the-last-oil-cycle $SU $MRO
2
from #articles,
click to invite
@RocketRed Raise Conference July 6-7, 2016 in Calgary. ft. @chrisparry and @keithschaefer http://www.raiseconference.com/agenda.html #events
0
from #index,
click to invite
@racker Rai$se conference Calgary July 6-7 mugshots http://www.raiseconference.com/speakers.html @KeithSchaefer, @ChrisParry among speakers
0
from #index,
click to invite
@tommy Looking forward to a liquid lunch with @HRA-Coffin and @KeithSchaefer today to hash out plans for the October Subscriber Summit in Vancouver. It's Eric's turn to pay and he can afford it.
10
from #index,
click to invite
@tommy Painted Pony $PPY just confirmed for the Oct 11 #subscribersummit @keithschaefer @Hra-coffin and CEO.CA are hosting - they're the biggest growth story in NatGas juniors according to Keith. Free RSVP link: www.subscribersummit.com will sell out.
0
from #index,
click to invite
@tommy A new Mongolian legend in the making -- Erdene Resource Development $ERD confirmed for the #SubscriberSummit Oct 11 in Van @KeithSchaefer, @HRA-Coffin and I are hosting. If you like CEO.CA, you will love this free one day conference. RSVP here ASAP- www.subscribersummit.com
6
from #index,
click to invite
anonymous Does This Man Run The Best Natgas Company in North America?, by @KeithSchaefer @KeithSchaefer/does-this-man-run-the-best-natgas-company-in-north-america $PPY
2
from #articles,
click to invite
@racker @keithschaefer says there's less than one days surplus of #natgas in storage, and drilling is down 94% from its peak. Don't waste this opportunity on a mediocre NatGas stock, Schaefer says. Get his top pick here: https://oilandgas-investments.com/natural-gas-set-to-rise/
0
from #index,
click to invite
anonymous Dan Tsubouchi: Three Themes to Change Your Energy Views, by @KeithSchaefer @KeithSchaefer/dan-tsubouchi-three-themes-to-change-your-energy-views Exclusive presentation from the 2016 Subscriber Investment Summit
2
from #articles,
click to invite
anonymous Lithium Producers Can’t Expand Fast Enough To Meet Demand: An Interview With Orocobre CEO Richard Seville, by @KeithSchaefer @KeithSchaefer/lithium-producers-cant-expand-fast-enough-to-meet-demand-an-interview-with-orocobre-ceo-richard-seville $ORL $AAL #lithium
2
from #articles,
click to invite
@KeithSchaefer If stocks were wines which stock would you drink right now
0
from ~wine,
click to invite
@tommy @KEithSchaefer Does drink mean sell?
0
from ~wine,
click to invite
@KeithSchaefer Yes, SELL!
0
from ~wine,
click to invite
@AldenTyrell @KeithSchaefer but are you sipping some nat gas stocks ?
0
click to invite
@tommy @breccia Saturday March 4 @HRA-Coffin, @keithschaefer and CEO.CA are hosting the Subscriber Investment Summit at the Hilton Hotel Toronto. Featuring top mining, energy ceos, investors. Our best lineup yet. Stay tuned! Register at http://subscribersummit.com for FREE!
9
from #index,
click to invite
@tommy Grab the bull by the horns and attend the FREE #SubscriberSummit March 4 2017 in Toronto at the Hilton Hotel hosted by @HRA-Coffin, @KeithSchaefer and CEO.CA. The event features live interviews with Canadian resource industry legends like Warren Irwin and Gene McBurney, and presentations from compelling CEOs hand picked by the organizers. Attendees last year could've made a fortune since, and this year's show is all about what's next for the new bull market in both mining and oil. You will not find better CEO and CIO access on the Canadian small cap resource scene. There will not be a better day of idea sharing and networking in the CEO.CA community this year. Tickets are over 85% accounted for already and will sell out so RSVP immediately to save your seat! Go here now: https://torontosis-2017.eventbrite.com/?aff=CEO stoked to see everybody there!
6
from #index,
click to invite
@racker "What if I told you we are seeing the high in year to date returns?" @Jawadmian on global stocks. https://twitter.com/jsmian/status/836156204128866304 @KeithSchaefer made a similar call in his newsletter yesterday
0
from #index,
click to invite
@tommy Here's the Agenda for the #SubscriberSummit tomorrow! 9:20am-4:00pm at the Hilton Hotel in Downtown Toronto. http://cdn.ceo.ca/1cbisht-SIS_Agenda_Toronto_HiRes-Linked_Feb28-2017%20%28002%29.pdf Hear from top execs at $SBB $ERD $AAN $CNL $SIL $TMQ $MOX $GMV $MIN $PMI $PIF $LLEX $TKX $ROE $GQC $GMP $LIX $BIOA $IKM. Learn from and connect with @KeithSchaefer, @HRA-Coffin, $GMP founder Gene McBurney, $NXE champion Warren Irwin and I. @tommy/save-the-date-subscriber-summit-march-4-in-toronto good coffee and chow is provided, and we'll put Keith's credit card down at the bar later. See you there!
16
from #index,
click to invite
@0Kib #SubscriberSummit is there going to be a weblink that one can listen to? It would be quite helpful for those who cannot be there in person.
0
click to invite
@tommy With the advent of shale, oil and gas has become a manufacturing business according to Nathan Weiss, of unit economics, at @KeithSchaefer's dinner tonight. Execution trumps exploration now
3
from #index,