@jayfire 2 online
Members of @jayfire
Moderators
Members
click to invite
@Jayfire Still patiently waiting for this one to breakout to the upside and re-rate to its peer group for good $CRE... Some news flow once in awhile would help.... #whennotif
0
from #mbgtrends,
click to invite
@Jayfire @FundamentalAnalysis Thanks for sharing your thoughts on $POG.L. Must admit I am not familiar with most mining stocks traded in London. Always open to hearing more, especially with under the radar picks. Will reach out thanks!
0
from #mbgtrends,
click to invite
@Jayfire Great run to start the new year, epic really over the course of a year... Everything looks good, thus I am out for now... So long, and thanks for all the fish! $BTO $BTG
1
from #mbgtrends,
click to invite
@MiningBookGuy For $ORG followers - this is now the best, single piece of media for learning about the company, well done @Jayfire! http://fifighter.com/precious-metals/precious-metals-updates/2017/02/portfolio-update-adding-to-my-best-ideas-february-07-2016/
9
from #org,
click to invite
@MiningBookGuy btw, thanks @Excelsior @alan @jayfire @bullmarketmove @fundamentalAnalysis @bernddo and anyone i missed as i scroll up for some great #mbgtrends content recently! there's just so much to respond to, and i still hope to get to a backlog of stuff in here. but i have a couple 'priority' posts to do, and some catching up in ~AUfrica. i'll try to get to all of that in the next 15 minutes, then properly respond here at a later date
2
from #mbgtrends,
click to invite
@MiningBookGuy @Alan @R2R @Jayfire @FundamentalAnalysis @hihosilver - i've had so much to say about $NGD, but held back. i'm a bagholder here, having bought an outsized amount at much higher prices. thank you all for the commentary. i have my own thoughts, some of which i will likely share soon. but immediately, i agree with with @hihosilver's most recent comment. to me, the worst situation would have been to raise the full ~$200M via equity placement at a discount. I think they might even have had difficulty raising it, and the share price would tank further. but in this situation, they IMMEDIATELY monetized a secondary asset in the El Morro stream. while @fundamentalAnalysis is correct that they are getting far less than they should, it has clearly given the share price a bounce (even with the generally positive day), and i think this REALLY helps fund the rest of the gap with a lower cost of capital (perhaps a hybrid of a streaming deal or smaller equity raise, or who knows what else). anyway, i approve of this deal, and i 'hope' Pierre Lassonde is more involved in the background than people generally realize, because he is the cornerstone of credibility for this company despite no longer being a director (i would be shocked if he is or has been selling shares at any time recently)
2
from #ngd,
click to invite
@Jayfire @MiningBookGuy thanks for sharing the article, always appreciate the support buddy! @Xriva Yup, the Lundin/Beaty factor are a very good reason why I'm here!
1
from #org,
click to invite
@Jayfire drill baby, drill $BAR
0
from #bar,
click to invite
@Jayfire Nice rip $CRE... Now where is that BFS we have all been waiting patiently for?
2
from #cre,
click to invite
@PamplonaTrader @Jayfire now would be a good time with $CRE close to testing ATHs.
1
from #cre,
click to invite
@Mr.Smokey @Jayfire I wonder too. Checked their website, there is not even a hint that they are working on a BFS in the latest presentation, let alone a targeted date for completion. No update on their drilling in Helico-Sud and no updates on the large bulk sample met testing. They really need that new communication firm, I guess.
1
from #cre,
click to invite
anonymous [[[ 2017 Stock Picking Contest Updated Feb 10, 2017 ]]] https://astronomerb.github.io/CEOtable/stockpickingcontest.html #Stockpickingcontest Highlights: 85% of portfolios are in the positive [ 124/146 ] 66% of portfolios are above 10% return [ 97/146 ] 41% of portfolios are above 25% return [ 60/146 ] *Up 2% over last week @1969Enigma @2pac @500Wedge @6furlongs @Aaron @AlGreene @Allan @Alockett @ayeyou @B1984 @Bedrag @bman97 @Breccia @BrettCross @BruceWayne @BS @Bullish @Buyhigh420 @camwow9 @CautiousNow @Chatyak @ck @Clapton @CommodityPro @CriticalInvestor @dalton123 @Daniel @david @dirkdiggler @DJS @DK @Drilltracker @Drj @Dutch_patience @Edp007 @Ekim @Empire @EpsteinResearch @Eustice @Evenprime @Excelsior @Exia @FaxingBerlin @Fiat @Finanzr @Fischlaender @Goldfinger @Goldrush @Goodie @greenmetals @Highheat @iceman @IronMan07 @JACHap @Jayfire @jerrio78 @jhm @jnbarbu @JosephMurphy @JT @K2 @kayo @kjm @Lee @Letsgetready @longzzzzz @Ltr @Lucabrasi @LucTenHave @LukeJackson @m00tpoint @madmann @Markus @Massimom @Maxhuntly @megavoss @Mesro @Mick @Mike86 @Mimibegalo @Minaki @MiningBookGuy @MiningCatalyst @motorolja @muskie @Mutt @Mxpx80 @Newager23 @Newbie @newstracker @Nick @Nobshere @NoSoup4U @ogi @Oliver @Onlyflaws @PamplonaTrader @Pepek @Pinnsvin @poolman @PurpleKush @Quantum @R44 @Rangerbentman @raymipo @RichardBuffet @rjunior @robby @RockedRed @Rod @Sarb @schischi @ScroogeMcduck @Scruff @Sergio @Sigmund @sihv @Silver @Snoek @SotallyTober @Spike @StarFire @Stateside@Stealinator @Stocklor @Stoneminer @strakpao @Sugar-Dog @supra48 @Teevee @Terrysteen @TheGalvanizer @TinyBullStocks @Tomjosd @Tron @Truth Never Told @Ujms @Upticks @Vaughan @Walterc @wiz099 @wolff @xenophon @Ylr @PhotoJ @Goldenboy7123 https://astronomerb.github.io/CEOtable/stockpickingcontest.html #Stockpickingcontest #Bonuspickshowdown #Hotpick #Safeststockpickingcontest https://astronomerb.github.io/CEOtable/
13
from #index,
click to invite
@Jayfire Added some more at 22 cents $AQI.AX
1
from #aqi.ax,
click to invite
@MiningBookGuy @Wannabeinvestor @Finanzr - good thoughts here! wish i bought a bit more $SSP, but i really like this news for the reasons you're describing. i am pretty sure i said something comparing $SSP and $VIT in a skype session i had with @thenextbigrush and @Jayfire, but i don't think that section was published. in any case, i do like comparing $VIT to $SSP, because i think $SSP was a far better value at the end of last year if you were willing to take the additional #geopolitical risk, and believe that they could find these high-grade satellite deposits. not to take away from $VIT potential (which is perhaps the better #takeover candidate in the short-term). but it made for an interesting thought exercise for me, and also how both of them are not just #optionality, but 'near-optionality' plays (as @bulava is saying), likely only requiring gold to go up ~$100-$200 for massive changes in the economics. that's my favorite type of #optionality right now!
0
from #ssp,
click to invite
@Jayfire $BGS.AX Drilling extends High Grade Mineralisation at West Zone http://www.asx.com.au/asxpdf/20170214/pdf/43fzn98t3jzwjt.pdf
0
from #bgs.ax,
click to invite
@Jayfire 80m @ 1.48% Li2O from 43m (GMRC060, ended in mineralisation)... market says *yawn* wake me up when you hit 800m @ 14.80% $BGS.AX
0
from #bgs.ax,
click to invite
@bullmarketmove @BrianBitcoinBull I completely agree with going with people who have a proven track record. Usually the best people are the best for a reason. @MiningBookGuy @Alan @Excelsior @Jayfire
2
from #mbgtrends,
click to invite
@bullmarketmove Also, just to let everyone know, I have a new interview with #RickRule coming out in the next few days. The plug is below and the previous interviews can also be found in #articles #uranium $GXU @BrianBitcoinBull @MiningBookGuy @Alan @Excelsior @Jayfire @FundamentalAnalysis @Tommy #TheNextBullMarketMove I was extremely lucky to interview Rick Rule while he was in London this week. We talked about the recent move in the Uranium juniors, what to do when a trade goes against you, and the fourfold gain that Goviex Uranium has currently experienced. The interview will be released in the next few days. For previous interviews with Rick Rule click on the links below: http://thenextbullmarketmove.tumblr.com/post/155429308255/the-next-bull-market-move-interview-rick-rule http://thenextbullmarketmove.tumblr.com/post/153984864830/the-next-bull-market-move-interview-rick-rule www.thenextbullmarketmove.tumblr.com
8
from #mbgtrends,
click to invite
@FundamentalAnalysis http://www.proactiveinvestors.co.uk/companies/news/173129/petropavlovsks-cost-profile-represents-a-dramatic-success-says-peter-hambro-173129.html - The above link helps to assess what is happening with the company, hopefully potential investors can use it to pick up some of the pieces of the petropavlovsk story. @jayfire @bernddo
2
from #pog.l,
click to invite
@Jayfire @FundamentalAnalysis Yup, that's my understanding as to why Newmont walked away, the GFC and budget cuts... Of course, that's just what you hear on the surface, so it would be great if someone on here has a different take, particularly anything having to do with the geology... But having a major the stature of Barrick agree to an earn in is what got me invested in the company... Can't imagine Barrick signing up for anything that doesn't have some massive size potential... So worst case, Barrick doesn't find what they are looking for, walk away, but have drilled up enough where Alicanto is still left with a good sized, million plus ounce project on their hands... And then there's Ianna, Alicanto's other project where they control 100% $AQI.AX
1
from #aqi.ax,
click to invite
@Jayfire $AQI.AX is a high risk spec, but it looks pretty attractive to me at these levels...
0
from #aqi.ax,
click to invite
@Jayfire @Pierre nice article, thanks for sharing!
0
from #org,
click to invite
@Pierre It's my pleasure @Jayfire !
0
from #org,
click to invite
@bullmarketmove @MiningBookGuy Just watched your great new vid, https://www.youtube.com/watch?v=mJHrxHLZw-o+ and ordered my copy of #TheMoneyGame :) sounds really good @Alan @Jayfire @Excelsior @FundamentalAnalysis and thanks for your comments about my previous #RickRule interviews. I hope you like the new one....coming soon!
2
from #mbgtrends,
click to invite
wannabeinvestor Not sure I agree @Jayfire. as you know the Barrick's and Goldcorp's of this world are not always the best stewards of capital. They have made disastrous investments in the past. Many seniors fund promising exploration projects and fail. NRN comes to mind, but also the copper play in Canada BHP backed and recently terminated. Guyana is highly prospective, agree. i actually hold both $GUY and $SSP (that's one of the largest junior gold holdings I have) and I used to own $AQI.AX. Dropped it when the disappointing results came in a few months back. It's a lottery. Also got out of $LAT.
0
from #aqi.ax,
click to invite
@MiningBookGuy @wannabeinvestor @Jayfire @FundamentalAnalysis - first of all, see the original NR detailing the acquisition of these properties by $AQI.ax in 2012: http://cdn.ceo.ca/1ca9lpo-2012_12_AQI__getting_Guyana_Projects.pdf (*note - let me know if above uploaded link doesn't work) #Guyana was NOT at all a hot place to be in 2012. It still isn't...but it's definitely getting there with stories like $GUY and $SSP. I absolutely think this is a case of 'perfect timing' by $AQI.AX to snatch up these properties on the cheap (keep in mind they also got Tassawini which is more advanced but never discussed, likely because it's not of interest to $ABX). Not only was $NEM pulling out from various global exploration stories. But I believe the junior that $NEM was doing a JV with (Takara Resources) was really struggling at the time. It was just a matter of $AQI.AX being opportunistic. @wannabeinvestor - I would not at all undervalue $ABX earning-into Arakaka. Despite the disappointing 1st year results, they are going at in the 2nd year, and very possible we see results that are on par or better than some of the excellent historical results listed in this 2012 NR. $ABX has very few JVs...they are only looking for 'elephants', and no reason to believe they have changed their minds going from Year 1 to Year 2. If anything, I think this is easily the best risk/reward in #Guyana. We aren't even discussing Ianni, which is very prospective in its own right. BTW, I think it's laughable to compare $AQI.AX with $LAT ... very few early stage exploration stories have the amount of historical work and prospectivity that $AQI.AX has. Many, many prospective targets that have not been drilled yet...if $ABX pulled out after Year 1, very likely they would have been replaced by another partner in a heartbeat. I own shares and very biased. But want to be crystal clear that there's no 'funny business' with the $NEM pulling out and $ABX replacing them as $AQI.AX partner. This is the real deal.
1
from #aqi.ax,
click to invite
@chatyak Thanks @Jayfire !
0
from #ff,
click to invite
@Excelsior @chatyak - looks like @Jayfire is on the case! #SharpDude
0
from #ff,
click to invite
@bullmarketmove Hi everyone, my interview with #RickRule is now live on my blog and as an article here on CEO.ca. The link is below and here is the intro: I was extremely lucky to interview Rick Rule while he was in London this week. We talked about the recent move in the Uranium juniors, what to do when a trade goes against you, and the fourfold gain that Goviex Uranium has currently experienced. Enjoy!  #uranium @MiningBookGuy @Jayfire @Tommy $GXU @Alan @bullmarketmove/the-next-bull-market-move-interview-from-london-rick-rule-president-and-ceo-of-sprott-us-holdings-inc #TheNextBullMarketMove http://thenextbullmarketmove.tumblr.com/post/157306963720/the-next-bull-market-move-interview-rick-rule
16
from #mbgtrends,
click to invite
@Jayfire @PamplonaTrader I sure hope so! :)
1
from #cre,
click to invite
@PamplonaTrader @jayfire You and I both ;-)
1
from #cre,
click to invite
@Jayfire $PLS.AX looks cheap... $BGS.AX looks ridiculously cheap #lithium
2
from #pls.ax,
click to invite
@Jayfire @EpsteinResearch thanks for the update! Been waiting for this BFS to be released since... November? Any day now...
1
from #cre,
click to invite
@JanuarysVeryOwn thanks for the tip on this stock @Jayfire. Love your blog. Hope that BFS is released soon as well
5
from #cre,
click to invite
@Jayfire @Mr.Smokey Great finding! Something worth following up on for sure... All I know is that cobalt prices have only been moving in one direction ;)
0
from #ecs,
click to invite
@Jayfire @JanuarysVeryOwn You bet! Hope you are enjoying the gains so far :)
1
from #cre,
click to invite
@Jayfire From a short term view, I like $AVK more since they are only financing away from putting their project into construction... and perhaps a more likely takeover candidate at this stage? $ORE still has issues they are sorting through and any kind of re-rating seems further out... Long term, I like both companies and think they will each do well as this bull cycle resumes course.
0
from #ore,
click to invite
@JanuarysVeryOwn @Jayfire hmm, noted. thanks
0
from #ore,
click to invite
@Jayfire Breakout... break the walls down!
0
from #cre,
click to invite
@PamplonaTrader @Jayfire after $1 no shs offered. $1.19 the next decent offer. Then thin again to $1.40s. http://imgur.com/i8RZbYY+
2
from #cre,
click to invite
@EvenPrime [[[ 2017 Stock Picking Contest Updated Feb 17, 2017 ]]] https://astronomerb.github.io/CEOtable/stockpickingcontest.html #Stockpickingcontest Highlights: 88% of portfolios are in the positive [ 124/146 ] 71% of portfolios are above 10% return [ 97/146 ] *71% of users are above 10% in a mere 48 days - take that fund managers! 48% of portfolios are above 25% return [ 60/146 ] *ALMOST HALF!!!! @1969Enigma @2pac @500Wedge @6furlongs @Aaron @AlGreene @Allan @Alockett @ayeyou @B1984 @Bedrag @bman97 @Breccia @BrettCross @BruceWayne @BS @Bullish @Buyhigh420 @camwow9 @CautiousNow @Chatyak @ck @Clapton @CommodityPro @CriticalInvestor @dalton123 @Daniel @david @dirkdiggler @DJS @DK @Drilltracker @Drj @Dutch_patience @Edp007 @Ekim @Empire @EpsteinResearch @Eustice @Evenprime @Excelsior @Exia @FaxingBerlin @Fiat @Finanzr @Fischlaender @Goldfinger @Goldrush @Goodie @greenmetals @Highheat @iceman @IronMan07 @JACHap @Jayfire @jerrio78 @jhm @jnbarbu @JosephMurphy @JT @K2 @kayo @kjm @Lee @Letsgetready @longzzzzz @Ltr @Lucabrasi @LucTenHave @LukeJackson @m00tpoint @madmann @Markus @Massimom @Maxhuntly @megavoss @Mesro @Mick @Mike86 @Mimibegalo @Minaki @MiningBookGuy @MiningCatalyst @motorolja @muskie @Mutt @Mxpx80 @Newager23 @Newbie @newstracker @Nick @Nobshere @NoSoup4U @ogi @Oliver @Onlyflaws @PamplonaTrader @Pepek @Pinnsvin @poolman @PurpleKush @Quantum @R44 @Rangerbentman @raymipo @RichardBuffet @rjunior @robby @RockedRed @Rod @Sarb @schischi @ScroogeMcduck @Scruff @Sergio @Sigmund @sihv @Silver @Snoek @SotallyTober @Spike @StarFire @Stateside@Stealinator @Stocklor @Stoneminer @strakpao @Sugar-Dog @supra48 @Teevee @Terrysteen @TheGalvanizer @TinyBullStocks @Tomjosd @Tron @Truth Never Told @Ujms @Upticks @Vaughan @Walterc @wiz099 @wolff @xenophon @Ylr @PhotoJ @Goldenboy7123 https://astronomerb.github.io/CEOtable/stockpickingcontest.html #Stockpickingcontest #Bonuspickshowdown #Hotpick #Safeststockpickingcontest https://astronomerb.github.io/CEOtable/
7
from #index,
click to invite
@Jayfire oh heyyyy, @MiningBookGuy @TheNextBigRush we're back on the air! Continuing from the same recording session as last time https://www.youtube.com/watch?v=bDc4TrfJIYY+
5
from #mbgtrends,
click to invite
@MiningBookGuy RE: https://ceo.ca/mbgtrends?d8590227dca6 - thanks @Jayfire for posting this, and thanks @TheNextBigRush for publishing another recording we did...I forgot about this segment! I went a couple minutes longer than I wanted. But very relevant info for both $AQI.AX and $AU here (even though I didn't mention $AU). Even a quick mention of $NRN at the end...I think I got my point across on why we can sometimes justify higher valuations when there are no 'ounces in the ground' yet. Makes for a good discussion point! #mbgtrends
3
from #mbgtrends,
click to invite
@Finanzr My hands got shaky. Today I sold out my $IVN position at 5.0 CAD (give or take, as I trade in €). Selling it somehow does not feel right. It actually feels quite bad - but I made ALOT of money with this and my brain told me to book the profits and take it elsewhere. Good luck to all who have tighter hands on this one! And special thanks to @jayfire who brought this stock to my attention in early 2016.
1
from #ivn,