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@Cgm Base metals surge on the reflation and 'infrastructure' trade @hrA-Coffin
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@Newton @hra-coffin slides always full of good content here at #mif!
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@Manolo "Guaranteed mishaps with our favorite Donald in office, maybe not today, maybe not tomorrow but definitely at some point..." @hra-coffin is the realist here
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@Cgm Base metals are back on! @HRA-Coffin
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@Newton Where are the dot plots headed next? Good question, @hra-coffin. Hard to figure out what is coming next and will be interesting to see Fed scramble at it.
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@Cgm keeping up with the lingo - interesting insight from @hrA-Coffin
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@Newton @hra-coffin's companies will be great here at #mif.
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@rjunior @HRA-Coffin it was a pleasure meeting you in person yesterday! I have been following you since April through SD and it was great to meet you in person. Thanks for the insights and great conversation! - Richard
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@Newton Random idea for a joke here @HRA-Coffin. Builds on Brent's story of bringing people from old folk's home to empty conference and them taking everything -- including drill core. Adventure to get it back. Pretty weak #jokes but wanted to share with you here : ) all the best. Thanks much for hard work at #mif!
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@HRA-Coffin I just wanted to thank all of you for attending #MIF and putting in the work to live update everyone at ceo.ca who couldn't attend. Hope you took advantage of the open bar yesterday!
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@MiningBookGuy New @MiningBookGuyTV clip: $ORG Orca Gold Series #2 - https://www.youtube.com/watch?v=1l3Rk9xgX0s+ OK, this one got out of hand! Might be last time i make a clip this long depending on feedback. I change gears 18 minutes in, could have been 2 separate clips. But this last week had so much good stuff to talk about! A TON of shout-outs, trying to list them all here (apologies in advance if I forgot you!): @newton @vaughan @dwjones @miningcatalyst @bmonaghan @excelsior @jayfire @andriyko @nick @goldfinger @manolo @cgm @fundamentalanalysis @hra-coffin Plenty of CEO.CA tips throughout, and make to sure to check @Newton's great article for CEO.CA #newbies if you have never read it: @newton/how-to-use-ceoca Any Questions/Comments? Please do discuss in #mbgtrends! :) $ORG #Sudan #gold #ArabianNubianShield #AreaPlays #ShieldPlays $AAN #Egypt $EAM #Ethiopia $NSU #Eritrea #SaudiArabia #Saudi #Africa #mif #newbies #mbgtrends
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from #index,
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@nobshere @hra-coffin $DBV can you put that on your BUY RECO please I know you like it I know you think he deserves a hit !!
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@HRA-Coffin Guilani as Secretary of State? Holy shit
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@HRA-Coffin Ascot dropped out of MIF at the last minute. Don't know why. One of Jay's picks.
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@dirkdiggler Guilani as Secretary of State @Hra-Coffin? The horror.....the absolute HORROR!
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@HRA-Coffin Someone has to stick up for retail so I've elected myself. You guys know -or if you don't know you'd better learn quickly- institutions don't price these deals, retail does. BAY was, let's be honest, structured and marketed as a non retail deal and that's come home to roost. Funds won't buy it higher. They'll wait for the next placement. And, frankly, retail isn't wrong in this case, at least not yet. The resource at BAY's project as it stands right now is not big enought for BHP. It might be someday after a large and successful drill program but right now there ain't no endgame 90s. Retail's not wrong at least not yet.
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from ~mining syndicate,
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@HRA-Coffin Just for the sake of clarity (and I think/hope Ben understands this) I wasn't dissing $BAY or the project, simply stating the obvious and pointing out that retail was, in fact, acting rationally. That's one of the joys of dealing with a project that far north. It takes a long time to get to critical mass, that's just how it is.
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from ~mining syndicate,
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@BenjaminCox @HRA-Coffin I actually ran $bay against a basket of juniors and majors since we IPO'd and we did a fine job against them. Lots of juniors our performed us for 3-6 months, but very few did a good long term job of holding and creating value. I know we are an illiquid junior, but we out performed the majors since we IPO'd, something most juniors can't say that did. We have not rolled back, or gone to 300m shares, or done 10's of millions of warrents in overhang. We are a clean, cashed up, tight company that is getting serious work done, yes we will not have more then 4-5 real releases a year, but they will be real releases.
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from ~mining syndicate,
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@HRA-Coffin Let's bitch about the site being down. Everyone get Murat!
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@barracuda @dirkdiggler I was hopping for John Bolton for Sec State. Guliani would be better at DOJ I think.
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@HRA-Coffin Not loving the $PG numbers either but not that shocked by them. That's what a big low grade sulphide project looks like. Think porphyries. Haven't gone though them in detail but agree the market isn't likely to love it.
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@HRA-Coffin $NRN talked to me about financing a month or so ago. I told them I thought it was a good idea. I don't love the fact its flow through since I hate flow through on principal but they probably got approached by the fund. Checking to see who the buyers are. I like the Sequoi targets and have a fairly large bet that the drilling works out but management would be foolish to leave themselves open to having to raise money for next year if the drilling doesn't excite people so I can't blame them. They were hoping to do it at higher prices obviously but the market didn't cooperate.
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@money75 @hRA-Coffin, do you know if drilling would be allowed to start before PP closes? I know of several companies that drilled before PP closed so can't see why not.
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from #nrn,
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@money75 @HRA-Coffin, nice to know you think they have a fairly high chance of hitting at Sequoi. I think the same, and that's based on the VTEM's (conductance & Magnetic modeling) and the NI/CU Lake Sediment chain that clearly seems to emanate from Sequoi,
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@MiningBookGuy How to Invest in These 'Out of Whack' Markets - Eric Coffin https://www.youtube.com/watch?v=jv1CW-PYQaU+ @HRA-Coffin #MIF #BeneathTheSurface
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@racker @HRA-Coffin initiates coverage of 2 micro explorers in Special Delivery Thursday. Subscribe: https://hraadvisory.com/
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@Vaughan Aiming for 15mt, so ~2.5m Au at 5gm/t. And as per @hRA-Coffin, the team seems to have figured out the model and have a good chance at hitting their target. @londonkiwi
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@HRA-Coffin Nice catch @ocotilloredux
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from ~zinc,
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@MiningBookGuy Here's an example of a 'good' internet article from #JimRickards: Two Billion-Dollar Buzz Saws https://dailyreckoning.com/two-billion-dollar-buzz-saws/ In this one, I give him credit for admitting his wrong calls, and explaining exactly why they were wrong. For some more color on the Icahn call, listen to the beginning of @HRA-Coffin's keynote at MIF, it was enlightening: https://www.youtube.com/watch?v=jv1CW-PYQaU+ Also, take note of the #DruckenmillerDump related to gold. Here are some good quotes from the Rickards article to go with that: "Gold is more interesting. I can’t read Stan Druckenmiller’s mind, but his stated reasons for dumping gold don’t make sense. In fact, he may just be a trader who had a good run, made substantial profits over the past year (perhaps $200 million) and decided to take his money off the table. That’s fine, as it’s his money. But when Druckenmiller says, “The reasons I have owned [gold] for the last couple of years… may be ending,” that’s demonstrably incorrect. The reasons to own gold are insurance against extreme risk, as a hedge against inflation, and as a sound form of money in a world where central banks are losing control. All of those reasons still apply." ... "Druckenmiller has given gold investors a gift. By single-handedly taking down the gold markets, he has given investors an excellent entry point for new positions in precious metals. The gold and silver stories are still intact, with or without Druckenmiller’s participation. Who knows, he may even tiptoe back into the market — that’s what hedge fund guys do."
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from #mbgtrends,
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@HRA-Coffin Keep in mind how much ground $ADZ added to their holdings this year. Most of what they are flying they didn't own six months ago. They have changed the model and say that the mapping they have been doing all summer backs up the new model and the combination of that mapping, the airborne survey and geochem should finalize the target list. I hoped they would move faster too but I agree with Luke on that one. #Kolebaba has told me that most of his shareholders have been telling him to get the surveys done and prioritize the targets and not to go off half cocked with the drill program. The area has apparently never had a large scale airborne survey done by any of the companies mining there past and present which is sort of amazing really.
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@HRA-Coffin It will be interesting to see what happens to interest rate sensitive sectors like real estate and autos (basically all auto sales are financed) in the next couple of months as higher yields kick in. Wall St is gaga about last month's home sales but at what point do rising mortgage rates and auto loan financing costs start to crimp sales? Mortgage rates have already moved up a lot, percentage wise, since October.
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@HRA-Coffin Let's hope it's priced in RR - it should be as the yield curve is predicting 100% odds of a rate hike now.
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@HRA-Coffin Always Mr Cheery.
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@HRA-Coffin Agreed on both RR. Canadian real estate will be a scary place. Less sure on the US. We're still in the honeymoon phase on Trump. He's overpromising big time. Not convinced he'll deliver though. We'll see.
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@HRA-Coffin You need to generate some news flow for $FPX to go along with that nickel rally @MartinTurenne so people remember you have nickel projects. Remember the Howe St Motto "When in doubt, make some shit up!"
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@HRA-Coffin Some outside event could always derail it but I don't see the FOMC voting against a rate hike with market yields where they are now. They would look like idiots (well, bigger idiots),
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@MartinTurenne point taken @hRA-Coffin!
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@HRA-Coffin Bannon looks out of shape. I think Janet can take him.
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@HRA-Coffin Yes, probably true @StarFire though Trump (for Trump) is being very careful what he says now that he has the big round office. He's gone like two weeks without getting at least one foot in his mouth up to the ankle. That has to be some sort of record.
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@HRA-Coffin Unfortunately probably true @billionaire. A lot of people voted for Trump thinking he would end billionaire entitlement. I've never seen the guy act against his own interests before so I'm afraid I'm highly skeptical its going to pan out that way.
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@HRA-Coffin Yep. They promoted me on it. A real head shaker that one. The idea just looked crazy and it took some extreme financial gymnastics to make it look even marginally economic - if you bought into all their assumptions.
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from ~zinc,
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@HRA-Coffin Interesting how the market latched onto a strong durable goods report (though the "shocking increase" was mainly aircraft orders which swing wildly month to month) and completely ignored a really weak existing home sales number. Its the interest rate sensitive areas of the economy, like home sales, that bear watching in coming weeks. Wall St traders are focused on promised infrastructure spending which will take years to arrive when the real danger is rapidly tightening credit conditions. That tightening is going on regardless of what the Fed does. They are irrelevant in the near term.
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@HRA-Coffin *raises hand sheepishly*
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@stateside @HRA-Coffin Noooo
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@dirkdiggler Trader's didn't need a strong durable goods report to thump $gold further @Hra-Coffin. They had it on its knees already and ANY negatively perceived (positive economic) piece of news is all they needed to push it to its current level. Now we have a standing count.
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@HRA-Coffin Harry Dent? Seriously Rocket? The guy's a complete buffoon who has gotten every major call wrong for decades. He's been calling for a Wall St crash since 2010.
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@HRA-Coffin And he's a guy who took some economics courses at Harvard, not a "Harvard Economist". Gloom and Doom pumper who called 28 out of the last 2 market crashes.
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@FundamentalAnalysis @hRA-Coffin What do you think of Mike Maloney out of interest? Apart from having a bias towards gold/silver his analysis seems interesting.
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@HRA-Coffin I don't know Maloney @FundamentalAnalysis
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