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@MiningBookGuy #Korelin Economics Report from the #SilverSummit - Weekend Show http://www.kereport.com/2015/11/28/silver-summit-resource-expo/ includes Brent #Cook, $ETG, $FF & more
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@MiningBookGuy #Korelin Economics Report - Weekend Show http://www.kereport.com/2015/12/05/32469/ Brent #Cook, $RGL & more
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@MiningBookGuy #Korelin Economic Report - Weekend Show Hour 1 - Peter #Brandt, John #Kaiser & More - http://www.kereport.com/2016/01/09/2016-hour-1/ Hour 2 - Brent #Cook & More - http://www.kereport.com/2016/01/09/2016-hour-2/
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@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.
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@Newton Yall just #longandloud here on $ooo or what? Going to listen to #korelin podcast here http://www.kereport.com/2016/09/01/update-upcoming-otis-gold-drill-results/
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@racker Good lineup on #Korelin weekend show. Auryn Resources chair Ivan Bebek, First Majestic CEO Keith Neumeyer, Novo Resources CEO Quinton Hennigh and portfolio manager and newsletter writer Adrian Day. Link here http://www.kereport.com/2016/09/03/mining-companies-markets-2/ $aug $fr $ag $nvo
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@Leon Keith Neumeyer interview on #Korelin weekend show. $FF actively managing its portfolio, incl. building roads to the projects et cetera $FR $AG www.kereport.com/wp-content/uploads/0903-2-2-1.mp3
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@Excelsior #RICKRULE #Korelin Economics Report WEEKEND SHOW PREVIEW – FRI 23 SEP, 2016 RICK RULE ON THE FORCES AT PLAY FOR #GOLD This is an unedited version of segment 1 for this week’s weekend show. We will also be chatting with Rick in segment 2 detailing the valuation methods he uses and ones that he thinks investors should ignore. http://www.kereport.com/2016/09/23/rick-rule-forces-play-gold/
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@Excelsior #Korelin Economics Report WEEKEND SHOW – SAT 24 SEP, 2016 VIEWS ON #GOLD Segment 1-2: Rick Rule from Sprott Global kicks off the first 2 segments with a focus on gold and valuation metrics for resource companies. Segment 3: Avi Gilburt of Elliot Wave Trader provides a technical outlook on a wide range of sectors. Segment 4: Valentin Schmid, Business Editor of the Epoch Times, compares Deutsche Bank to what we saw from Lehman Brothers in 2008. Segment 5: John Kaiser of Kaiser Research Online shares his insights on recent news out of Serengeti Resources and NuLegacy Gold. Segment 6-7: Sean Brodrick, Natural Resource Specialist for the Oxford Club and the Editor for the Oxford Resource Explorer, joins us for 2 segments to chat about opportunities in Lithium and the disconnect between Wall Street and Main Street. Segment 8: Director of Global Trading at Kitco, Peter Hug shares his views on gold. http://www.kereport.com/2016/09/24/views-gold/
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@MiningBookGuy @racker RE: #Korelin Report - reposting the weekend show specifically for segment 5 with #PeterBrandt: http://www.kereport.com/2016/10/08/drop-gold-result-buying-opportunity/ I don't like what I hear based on my own, 'bullish gold' positions. But he makes some intriguing comments for why to be BEARISH in the short-term, maybe even going below $1100/oz. Worth a listen, he's one of the top commodities traders out there, for both track-record and communication. #gold #Brandt
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@Picsou With regards to #Korelin segment 5 speaker claim (posted by @miningbookguy, thanks for that btw), it is pretty obvious from the below chart that #smartmoney is driving the show. http://cdn.ceo.ca/1bvkjgg-Gold_futures.png+ A couple of observations: 1. The relative increase in smart money net long as been much more pronounced at the cycle turn in January than after the #Brexit referendum 2. The bulk of the increase to say 175k (vs 200k current positionning) mark was prior to end April at prices below ~1250 3. The bulk of the increase beyond the 175k mark actually occurred before rather than after the Brexit referendum (prices below ~1310) 4. The largest cumulative drawdown in smart money net long positioning has so far been -32% (between beginning and end of May) 5. The current cumulative drawdown is -27% based on 04/10 #CFTC data, when #gold closed at ~1283, knowing it got knocked down further to 1250 Hence we must be very near to the bottom, and I see very limited downside (nowhere near to what the #Korelin speaker is suggesting), the risks are definitely skewed to the upside in the absence of material economic newsflow next week and given the likelihood of $DB coming back to front stage and potentially other bad news.
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@Excelsior #Korelin Economics Report #Gold #Silver #ProspectGenerator #Royalty #Index INSIGHTS INTO STRATEGIC METALS – A LARGE LAND PACKAGE IN THE YUKON "Exclusive coverage from the New Orleans Investment Conference. Cory Fleck attended the show again this year and sat down with a number of Keynote speakers and exhibiting companies." "In this interview Cory sat down with Doug Eaton, President and CEO of Strategic Metals Inc. $SMD & $SMDZF . This Company interested me because of the low burn rate and large number of properties that are available to be optioned or joint ventured out. With over 122 properties when the interest comes back into the #Yukon I will be expecting this stock to run." http://www.kereport.com/2016/11/01/insights-strategic-metals-large-land-package-yukon/ Strategic Metals Corporate Presentation - October 2016 http://www.strategicmetalsltd.com/assets/docs/Presentation-Oct-2016.pdf
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@Excelsior #Korelin Economics Report - #BRENTCOOK WHAT IT TAKES TO BE A BUY OUT COMPANY "Exclusive coverage from the New Orleans Investment Conference. Cory Fleck attended the show again this year and sat down with a number of Keynote speakers and exhibiting companies." "In this interview Cory sat down with Brent Cook from Exploration Insights. They chatted about the types of companies Brent thinks will be buy out targets for the larger miners in the sector. They also touch on the impressive drill results from $MRA $MRLDF Mariana Resources that were released last week." http://www.kereport.com/2016/11/01/brent-cook-takes-buy-company/
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@Excelsior #Korelin Economics Report #GOLD #Merger INSIGHTS INTO THE NEWMARKET GOLD AND KIRKLAND LAKE GOLD BUSINESS COMBINATION *Exclusive coverage from the #NewOrleansInvestmentConference . In this interview Cory sat down with Ryan King, VP of Marketing from Newmarket Gold $NMI & $NMKTF . They discussed the details of the Newmarket and $KLG $KGILF Kirkland Lake business combination. The combined Company comes out as a significant mid-tier mining Company with exploration upside and some impressive production forecasts. http://www.kereport.com/2016/11/02/insights-newmarket-gold-kirkland-lake-gold-business-combination/
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@Excelsior #Korelin Economics Report - HOW LONG WILL THE #GOLD BULL MARKET LAST? The founder and editor of #TheDailyGold website, Jordan Roy-Byrne shares his thoughts on the gold market. We first address the fact that this recent gold move has surprised him but most of this is due to changes in the election narrative. We look further out to next year when we have the election and December Fed meeting behind us and assess just how long this bull market could go for. http://www.kereport.com/2016/11/02/long-gold-bull-market/
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@Excelsior #GOLD #SILVER #Mexico #Korelin Economics Report $ASM AN EXCLUSIVE LOOK AT AVINO SILVER AND GOLD MINES from the New Orleans Investment Conference. "In this interview Cory sat down with David Wolfin, President and CEO of Avino Silver and Gold Mines $ASM . Last year at this show Cory and David provided an intro to Avino which is currently mining in Mexico. An update is provided on the mining so far this year as well as some more information on the agreement in place with Samsung ." http://www.kereport.com/2016/11/04/exclusive-avino-silver-gold-mines/
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@Excelsior EXCLUSIVE UPDATE FROM FIRST MINING FINANCE $FF #ProspectGenerator ~Prospectgenerator #Index #Gold #Silver #Korelin Economics Report "After getting an update from the guys over at First Mining Finance in New Orleans I wanted to bring on the President Patrick Donnelly to share the direction the Company is taking in 2017. After acquiring a wide range of properties over the past two years the Company is going to undertake a drill program of around 25,000 meters in total. Listen in to find out the properties they are focusing on and what they hope to prove out." - Cory Fleck http://www.kereport.com/2016/11/11/exclusive-update-mining-finance/
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@Excelsior #Korelin Economic Report – WED 16 NOV, 2016 AN INSIDERS LOOK AT THE #GOLD MARKET Executive Chairman of $AUG $GGTCF Auryn Resources, Ivan Bebek shares his views on the gold market. "Ivan is very well connected within the sector assisted by a couple pasts successes. He looks at the #seasonality factors at play as well as other market forces that might be coming in 2017." Doc also joins us with a #technical outlook for #gold stocks in general. http://www.kereport.com/2016/11/16/insiders-gold-market-appearance-doc/
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@Excelsior EXCLUSIVE #Korelin Economics Report – FRI 18 NOV, 2016 #Index #drillplays AN UPDATE ON MARIANA RESOURCES AND THE PROJECT IN CÔTE D’IVOIRE "There is a lot of interest in Mariana Resources $MRA $MARL $MRLDF thanks to the continued high-grade drill results out of the Hot Maden property in Turkey – the most recent being 69.9m @ 62.7 g/t and 2.68% Cu, released on October 25th, click here if you missed that news. However the Company also holds properties in Côte d’Ivoire and Argentina. In this exclusive interview with Mariana CEO Glen Parsons we discuss the Côte d’Ivoire property. We talk about what first interested the team and the work that investors should expect through next year." http://www.kereport.com/2016/11/18/update-mariana-resources-project-cte-divoire/
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@Excelsior #Korelin Economics Report - WEEKEND SHOW – SAT 19 NOV, 2016 #GOLD #SILVER #DOLLAR #BONDS #Currencies #OIl #COMMODITIES TRUMPENOMICS – ITS IMPACT ON THE ECONOMY AND RESOURCES The economics and investing hours will focus on the new term Trumenomics. In the first hour we discuss the impact of Trumpenomics on the more broad economy and markets. The second hour is saved to dive more into the metals and resources. Segment 1 & 2: We kick off the first 2 segments with Dan Oliver, Founder of Myrmikan Research based in New York. We discuss the historical similarities between what #Trump is planning and what we have seen in the past. Segment 3: Dana Lyons discusses the #USD breakout and how this is impacting the precious metals. Segment 4: Avi Gilburt joins us to share his #technical outlooks Segment 5: Byron King a general comment on the drivers behind the #PreciousMetals. Segment 6: We continue our discussion with Byron but this time focusing on individual #stocks. Segment 7: VanEck Director, ETF Business Development Patrick Finn gives us an inside look at the $GDX and $GDXJ. Segment 8: We wrap up the extra hour this week with Doc and Cory discussing the 2017 outlook for #resources. Which will outperform? http://www.kereport.com/2016/11/19/trumpenomics-impact-economy-resources/
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@Excelsior #Korelin Economics Report - WEEKEND SHOW – SAT 26 NOV, 2016 HOUR 1 – COVERAGE ON #GOLD, #URANIUM AND $TLT THERALASE In the first hour of this week’s show we focus on gold, uranium and get a comment on Theralase. It was a significant week for gold when it broke below $1,200 on Wednesday right before Thanksgiving. As for Uranium the sector is continuing to be under pressure and this is leading to mine shutdowns. Segment 1: George Gero, Managing Director RBC Wealth Management, outlines the huge open interest change for #gold this week. Segment 2: An insider in the Uranium sector Craig Parry shares his insights on the supply side fundamentals for #Uranium. Segment 3 & 4: Dr. Michael Jewett, Chairman of the Photodynamic Therapy Medical and Scientific Advisory Board of Theralase shares why he joined the Theralase team and how he is helping the Company move forward. http://www.kereport.com/2016/11/26/coverage-gold-uranium-theralase/ FULL INTERVIEW WITH CRAIG PARRY FOCUSING ON THE URANIUM MARKET - This is the extended interview with Craig Parry as featured in segment 2 of this week’s weekend show.  http://www.kereport.com/2016/11/26/full-interview-craig-parry-focusing-uranium-market/
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@Excelsior #KORELIN ECONOMICS REPORT - WEEKEND SHOW – SAT 3 DEC, 2016 A FOCUS ON THE HEALTH OF #GOLD COMPANIES AND INTERNATIONAL GOLD DEMAND "In the fist hour of this week’s show we focus on the gold sector and it’s health moving forward after 4 straights weeks of declining prices. #Stock prices have come down more than 50% from their highs earlier this year but the actual Companies are in better shape than at the end of last year. We also take a look at the mining environment in #Australia as well as the falling demand for gold in #Asia. Segment 1: Dan Oliver founder of Myrmikan Capital based in New York discuss why #gold companies do not benefit from #EconomiesOfScale. Segment 2: We continue with Dan Oliver this time discussing the impacts of a #Trump #stimulus and if it will work. Segment 3: A first hand look at the #mining environment in #Australia from Quinton Hennigh, CEO and President of Novo Resources. $NVO $NSRPF Segment 4: Jeff Christian, Managing partner at the #CPMGroup shares his thoughts on why the demand in #China for #gold has been decreasing. http://www.kereport.com/2016/12/03/focus-health-gold-companies-international-gold-demand/
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@Excelsior #Korelin Economics Report – MARIANA IS DRILLING AT A 100% OWNED PROPERTY IN WESTERN TURKEY " $MRA $MRLDF $MARL.L Mariana Resources CEO, Glen Parsons joins us this weekend in an exclusive (AUDIO) interview to discuss the drill program that has just begun at its Ergama Project. We begin with a background discussion of current #Gold - #Copper projects in Western #Turkey then transition into the fully funded 1,500 meter drill program" #drillplays #Exploration http://www.kereport.com/2016/12/03/mariana-drilling-100-owned-property-western-turkey/
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@Excelsior A FUNDAMENTAL LOOK AT RECENT NEWS IN THE #URANIUM SECTOR December 7, 2016 - #Korelin Economics Report #CraigParry, Co-Founder of $NXE $NXGEF NexGen Energy and President of $ISO IsoEnergy, is back to provide us with a recap on the recent news in the Uranium sector. We look at the continued nice move in a number of #uranium companies as well as future mine closures. Craig points out that no mine in the world can make money a the current spot price of uranium. On the flip side there has been some more interest from generalist funds in the sector. http://www.kereport.com/2016/12/07/fundamental-news-uranium-sector/
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@Excelsior RECAPPING RESOURCE COMPANY NEWS IN #COLOMBIA, #NEVADA AND THE #YUKON "A new segment that we will be sharing on a regular basis will recap news stories in the resource sector with #GwenPreston, founder and editor of The #ResourceMaven. It is near impossible for individual investors to keep up to date on all the news in this sector so Gwen will help us all try to stay up to date. In today’s segment we discuss $CNL $CGOOF Continental Gold, $GGC $GFRGF G4G Capital (soon to be renamed White Gold Corp.) and $CXO $CLASF Colorado Resources." #Gold #Silver $ELY #GoldenTriangle #BritishColumbia #Takeovers #Korelin Economics Report http://www.kereport.com/2016/12/06/recapping-resource-company-news-columbia-nevada-yukon/
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@Excelsior EXCLUSIVE INTRO TO EXCELSIOR MINING $MIN $EXMGF "In our constant effort to bring on companies that interest us I had a chance to sit down with the CEO and President of Excelsior Mining, Stephen Twyerould. The Company is advancing its #copper property in #Arizona to production by using the in-situ recovery method to mine the copper. This method is used primarily when mining for uranium but in select situations can be used to produce other metals." #Korelin Economics Report http://www.kereport.com/2016/12/09/exclusive-intro-excelsior-mining/
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@racker Exploration Insights editor @JoeMazumdar on the #Korelin weekend show with Corey Fleck http://www.kereport.com/wp-content/uploads/1210-1-4-1.mp3 prospectively in #colombia is high, but miners need access. The two best areas are Antioquia and Cordoba, in Mazumdar's opinion. Investors should look for management teams with relevant, local experience. Don't pay CEOs to learn on the job. Macro is out of his control. Quality deposits never go out of style. Do short term (1-3 month) trades in oversold names, sell pre-PDAC. Beware financing risk in short term trade ideas. Solid advice.
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@Excelsior Great discussions on this #mbgtrends page as per usual. I saw a few comments about how this Nov/Dec dip reminds people of 2015, and that some are expecting a Q1 rally like we saw in 2015 and 2016. There was an interesting discussion to that effect from #TurdFerguson on the #Korelin Economic report on Thursday, where he recounts the tight Dollar:Yen ratio (or really it's the Yen:Dollar ratio) and how that triggers the computer algos which key off this to buy/sell #Gold. Some like Craig and some don't, but I think his reasoning is sound and it's worth a listen: ____________________________________________ #index THE SIMILARITIES BETWEEN #GOLD CURRENTLY AND A YEAR AGO Craig Hemke is with us today to share his thoughts on the similarities between gold trading in the past month compared to a year ago. As gold continues to move down people are now wondering if we will see a pop similar to what we saw in January this year. There are a number of similarities but also a couple differences to consider. http://www.kereport.com/2016/12/15/similarities-gold-year/ I had posted this chart a few times during the year, but it seems relevant with this discussion: #Yen and #Gold – doing the safety dance as alternatives to central banking madness: http://stockcharts.com/h-sc/ui?s=%24XJY&p=D&yr=2&mn=0&dy=0&id=p18739154842
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@Excelsior #Korelin Economics Report: WEEKEND SHOW – SAT 17 DEC, 2016 "This week saw the Fed raise rates and issue a more hawkish tone than the markets expected. We saw markets take a hit after the #Fed rate hike and ended up slightly down for the week. #Gold and #Silver got hit hard following the Fed statement as well a the stocks. Our conversations this week focus on the overall optimism in the USD and US markets as well as some reasons to temper those outlooks." *Segment 1 & 2: Chief Market Analyst at the Lyndsay Group Peter Boockvar shares his thoughts on the overwhelming optimism for the US economy. We look at the #bond bubble and #opportunities for investors. *Segment 3: Brien Lundin outlines some of the long-term #issues that the US economy is still facing moving into 2017. Click here to view the presentations from the New Orleans Investment Conference. *Segment 4: Avi Gilburt shares his big picture view on a general #meltup in the #markets . http://www.kereport.com/2016/12/17/38826/
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@Excelsior EXCLUSIVE #Korelin Econmics Report Commentary – WED 21 DEC, 2016 RECAPPING RECENT RESOURCE SECTOR NEWS Since #GwenPreston, The #ResourceMaven follows the resource sector as closely as anyone I know I have been bringing her on the show to discuss some of the key news. This week we discuss the higher than usual number of financing taking place in late December, a new potential precious metals district $ERD Erdene Resources in #Mongolia and the updated #drill program from $OSK Osisko Mining. http://www.kereport.com/2016/12/21/recapping-resource-sector-news/ **Also for those that missed the post yesterday, at the (15 minute and 50 second mark) in this interview with #JayTaylor: #GwenPreston and #EricCoffin share the microphone to tell us about some of the exciting #Gold and #Silver #mining companies that will be exhibiting at #MIF Metals Investor Forum in Vancouver on January 20th and 21st. We will also ask Gwen and Eric for their views on the state of the gold markets and if there are any other metals markets they think look attractive as we enter 2017.” https://www.voiceamerica.com/episode/96358/is-trump-destined-to-mirror-the-hoover-depression
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@Excelsior #Korelin Economics Report - WEEKEND SHOW PREVIEW – THU 22 DEC, 2016 #BRENTCOOK AND HIS OUTLOOK FOR 2017 #Gold #Silver #BaseMetals #StockMarket #FED "We are very busy recording segments for the weekend show today so I thought it would be good to give everyone a special #preview of what’s in the hopper for this weekend’s show. This is segment 4 with Brent Cook and an outlook for 2017." http://www.kereport.com/2016/12/22/brent-cook-outlook-2017/
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@Excelsior @MiningBookGuy - Thanks for setting up a room to explore all these ideas with a savvy group of investors that continually make interesting observations and bring critical thinking and information to the table. I love collaboration! Yes, $TGZ Teranga is an interesting story that it seems a few on here (myself included) hold shares in. They are operating in #Africa, but still many of these #AussieGoldStocks just get very little fanfare (due to the #CandianBias many resource investors have). We covered it pretty well already, but for anyone interested here is their Corporate Presentation: http://s1.q4cdn.com/851853033/files/doc_presentations/2016/11-21-2016-Teranga-Gold-Swiss-Mining-Final.pdf What first animated me about Australian miners was a company I used to hold $MLX.AX Metals X when they made some nice Precious Metals acquisitions a few years back. Now they are separating their #Gold properties from their #BaseMetals operations and last I heard were doing a spinco. Then #MichaelBelkin pointed out back in 2015 how many of the Australian Gold miners (like $NST.AX Norther Star Resources or $SBM.AX St Barbara Ltd) started moving before the rest of the herd due to the favorable currency conditions and how well Gold has performed versus the Australian Dollar. If you pull up a longer term gold chart of $NST.AX or $SBM.AX you'll see what a rocking year they had in 2015 when many Gold miners were still nose-diving. That really got my attention, and made me reconsider the effects currency exchanges played in profitability. As for $BLK.AX $BKHRF Blackham Resources, it just seems like another unloved new Aussie producer, and I've been surprised at how low the shares have gone in the face of their recent success in going into production this year and with all cylinders firing. I couldn't stand it any longer and started a position. [Then like any sane investor, I immediately had buyers remorse and initially doubted my sanity ;-) ] http://blackhamresources.com.au/wp-content/uploads/2016/11/BLK-Presentation-Nov-2016-AGM-Final.pdf Another Aussie company I've recently started building a position in is $NVO Novo Resources. #JayTaylor first brought it to my attention, then #BobMoriarty, and eventually when they became a sponsor over at the #Korelin Economics Report and they had a few exclusive reviews of their #Development and near-term #Production story, then I said "Fine....I'll add it." I've watched for it to pull back and.....it has. I decided to start building a position in it recently because of their projected lower cost ease of mining, (due to just removing the over-burden with heavy machinery down to the ore level, and then using #GravityRecovery to process the ore instead of harsh chemicals). http://www.novoresources.com/investor-presentation.php One other #Australian #Gold company & #SpecialtyMetals company I own is $ALK.AX $ALKEF Alkane Resources. They are a great Jr #Producer and are using the Gold revenues to fund the huge specialty metals #Zirconium project that also contains #hafnium, #niobium and #RareEarthElements. They may be one of the few #SpecialtyMetals projects with a pulse and a chance, because they funded the development with #GoldRevenues. http://www.alkane.com.au/images/pdf/asx/2016/161116.pdf Other #AussieStocks that I'm reviewing but have not fully digested are $AMI.AX $ABU.AX $AQI.AX (I know you're a fan) $AYC.AX $AZS.AX $CGN.AX $DCN.AX $DRM.AX $EXG.AX $HAV.AX $KDR.AX $MOY.AX $RED.AX $RSG.AX $WPG.AX . ~AUstralia
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@Excelsior AN INTRODUCTION TO A NEW #ROYALTY COMPANY (really this is the old Excalibur Res.) #Korelin Economics Report TUE 3 JAN, 2017 $MTA $EXCFD ~royaltiesandstreams "Metalla Royalty & Streaming Ltd. (CSE:MTA and OTCQB:EXCFD) President Brett Heath joined us to shares the details on his Company. With a couple royalty agreements looking to start cash-flowing in 2018 and 2020 the Company is continuing to pursue other deals for immediate cash flow." http://www.kereport.com/2017/01/03/introduction-royalty-company/
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@Excelsior EXCLUSIVE #Korelin Economics Report – FRI 6 JAN, 2017 INSIGHTS IN #ZINC AND #SEASONALITY THIS TIME OF THE YEAR "The #ResourceMaven, #GwenPreston joins us today to share recent news out of the #zinc sector and for a more broad comment on the increase in interest. It was a couple years coming with analysts pointing the upcoming shortfall of zinc #production as a driver to price and over the past year it came to fruition. We also discuss the seasonality of metals this time of the year. Gwen explains what her data shows about overall performance in Q1." http://www.kereport.com/2017/01/06/insights-zinc-seasonality-time-year/
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@Excelsior @CriticalInvestor - Thanks for covering $DV $DOLLF. I made some nice coin in 2016 trading Dolly Varden and I accumulated heavy when they took out the loan with $HL Hecla and then moved into their office building (ding ding ding). I told investors for months that Hecla was going to make a move on them for an acquisition, and then they did (not a surprise for anyone following their press releases and reading between the lines). $DV is still a good #Silver #TakeOver target. I sold my position when the deal fell through, but made a nice return, and I've been watching for a good entry point since then. It is looking like good value to me presently. As for Gary Cope - He is a good guy and was very successful with selling Orko Silver Corp. to $AG First Majestic in the last cycle, #Korelin Economics Report UPDATES FROM MANAGEMENT – TUE 18 DEC, 2012 GARY COPE DISCUSSES THE RECENTLY ANNOUCED FRIENDLY TAKE-OVER BETWEEN ORKO AND FIRST MAJESTIC http://www.kereport.com/2012/12/18/gary-cope-discusses-annouced-friendly-takeover-orko-majestic/ ....and has been behind $REX $ORMNF Orex Silver since then in their JV with $CLZ $CNSUF Canasil. It will be interesting to see what Gary does with the team and deposit at $DV.
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@Excelsior #Korelin Economic Report WEEKEND SHOW – SAT 7 JAN, 2017 #PRECIOUSMETALS MOVES AND IS THAT #INFLATION WE ARE SEEING? "In this weekend’s show we have a number of great guests providing an outlook on the precious metals, in terms of moves over the past few weeks and outlook for 2017. We also look at some of the data points recently that have been showing an uptick in inflation." - Segment 1 & 2: We kick of the first two segments with Jesse Felder, founder and editor of The Felder Report. We discuss his #sectors of interest for 2017 as well as a discussion on the #inflation data. - Segment 3: Managing Director at RBC Wealth Management George Gero updates us on current #gold market data – open interest, #ETF flows and international demand. - Segment 4: Fund Manager Dana Lyons looks at the $GDX and US market charts to strategize for 2017. - Segment 5: Chris Martenson, Co-Founder of Peak Prosperity, discusses the #reflation environment led by #centralbanks around the world. - Segment 6: I will be attending and speaking at the upcoming #CambridgeHouse investment show in Vancouver on January 22/23. Jay Martin explains what attendees can look forward to this year. - Segment 7 & 8: In the final 2 segments Dan Oliver, Founder of Myrmikan Research takes a look at the move in gold and #gold #stocks. We then shift focus to #China which Dan thinks is the real #BubbleConcern. http://www.kereport.com/2017/01/07/precious-metals-moves-inflation/
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@Excelsior #Korelin Economics Report - THU 12 JAN, 2017 - #AudioInterview SIGN UP FOR THE #MetalsInvestorsForum ON JAN 20 AND 21, 2017 "#GwenPreston joins me today to outline the upcoming #MIF Metals Investors Forum. This is a smaller conference where the newsletter writers select the companies that will present." #Gold #Silver #BaseMetals #CorporatePresentation $NXE $R $ICG $ER $AUG http://www.kereport.com/2017/01/12/sign-metals-investors-forum-jan-20-21/
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@Excelsior AN INTRODUCTION TO $AMY AMERICAN MANGANESE FROM A HAPPY SHAREHOLDER. #Korelin Economics Report #Lithium "Big Al has been a shareholder of American Manganese (AMY.V) since about 2012..." http://www.kereport.com/2017/01/13/introduction-american-manganese-happy-shareholder/
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@Excelsior Well I just blew my wad posting on the #Korelin Economics Report about #RenewableEnergy companies that have #Geothermal exposure. Of course these companies also have exposure to #Solar #Wind #Biomass #Hydroelectric #Thermal and #NatGas plants, but I thought it may be nice to post this info in here for anyone interested: #Energy #GreenEnergy #AlternateEnergy 1) “Alterra Power Corp. is a leading global renewable energy company, managing eight power plants totaling 825 MW of generation capacity including British Columbia’s largest run-of-river hydro facility and largest wind farm, the recently completed Shannon and Jimmie Creek projects, two geothermal facilities in Iceland and a solar facility in Indiana. Alterra owns a 385 MW share of this capacity, generating over 1,700 GWh of clean power annually. Alterra also has an extensive portfolio of exploration and development projects and a skilled team of developers, builders and operators to support its growth plans.” Alterra Power – Corporate Presentation: [Pg 5 shows their Geothermal projects with the red bullseyes] http://s1.q4cdn.com/340776418/files/doc_presentations/2016/Alterra-Company-Presentation-September-2016.pdf 2) “U.S. Geothermal Inc. is a leading and profitable renewable energy company focused on the development, production and sale of electricity from geothermal energy. The company is currently operating geothermal power projects at: Neal Hot Springs, Oregon; San Emidio, Nevada; and Raft River, Idaho for a total power generation of approximately 45 MWs. The company is also developing an additional 90 MW’s of projects at: the Geysers, California; a second phase project at San Emidio, Nevada; Crescent Valley, Nevada; and the El Ceibillo project located near Guatemala City, Guatemala. ” 3) US Geothermal – Corporate Presenation: http://www.usgeothermal.com/PDF/FINAL%20Corp%20Presentation%20Q3%202016_PDF_Version_091316.pdf 4) Algonquin Power has 3 Thermal Projects , along with wind, solar, hydro: Thermal is a slightly different animal in that they are burning up some other fuel source to power boiling water and the steam turns the turbines, but I thought I’d throw it up as another alternate power company. http://www.algonquinpowercompany.com/assets-list 5) Polaris Infrastructure owns and operates a single operating asset – San Jacinto Geothermal power plant Located in Nicaragua, but has other exploration targets to expand their operations: Polaris Infrastructure Corporate Presentation: http://polarisinfrastructure.com/wp-content/uploads/2016/04/PIF-Corp-Presentation-2016-11-14.pdf 6) Calpine Corporation has over 80 different power plants of various types but they are also: – Largest operator of combined heat and power (cogeneration) technology in America • Largest geothermal power producer in America Calpine Corporation – Corporate Presentation: http://s2.q4cdn.com/871785789/files/doc_presentations/2016/CPN-December-2016-Investor-Meetings.pdf 7) “Ormat Technologies, Inc. (NYSE: ORA) is a world leader in the geothermal power plant sector. As a geothermal company we have three decades of experience in the development of state-of-the-art, environmentally sound power solutions, primarily in geothermal and recovered energy generation. In addition to designing, developing, building, owning and operating geothermal energy and recovered energy-based power plants in the United States and other countries, Ormat also designs, manufactures and sells power units and other power generating equipment for geothermal power plants and recovered energy-based electricity generation.” Ormat Technologies – Corporate Presentation: http://investor.ormat.com/Cache/1001217696.PDF?Y=&O=PDF&D=&fid=1001217696&T=&iid=4087066 8) “Cyrq Energy has the reputation for operating geothermal energy power plants in very challenging circumstances. Finding, developing and managing a geothermal resource to its full potential is difficult when one relies on the invisible heat beneath the earth for a long-term fuel supply. Cyrq Energy has developed the proven expertise to fully develop, operate and manage successful power plants for the long term. Cyrq Energy is often called upon to address and fix difficult underperforming geothermal sites. ” Cyrq Energy Projects Overview: http://www.cyrqenergy.com/projects/ 9) “Terra-Gen owns 1051 MWs (net equity) of wind, geothermal and solar generating capacity in operation across 25 renewable power facilities throughout the Western United States with a focus on the California Marketplace. ” Terra-Gen Power Projects overview: http://www.terra-gen.com/Projects/Projects_Wind.aspx 10) Enel Green Power has a various power plants in Solar, Wind, Biomass, Geothermal and Hydroelectric: Here is the Enel Green Power – Geothermal Projects https://www.enelgreenpower.com/en/gallery-articles/a201611-geothermal.html 11) “BHE Renewables’ geothermal facilities operate as CalEnergy Operations and are based in Calipatria, California. The company owns 10 geothermal facilities in California’s Imperial Valley that have the capacity to produce up to 338 megawatts. Its natural gas-fueled plants include a 551-megawatt plant in Illinois, a 240-megawatt plant in New York, a 212-megawatt plant in Texas and a 50-megawatt plant in Arizona.” BHE Renewables – Corporate Fact Sheet: (part of Cal Energy, that is part of Berkshire Hathaway) https://www.bherenewables.com/include/pdf/fact_sheet.pdf
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@Excelsior #Korelin Economics Report – TUE 17 JAN, 2017 A CLOSER LOOK AT THE RELATIONSHIP BETWEEN #GOLD, $GDX AND #USD "Jordan Roy-Byrne, founder and editor of #TheDailyGold joins me to discuss his outlook for gold as well as gold stocks and the USD. With the nice move we are seeing in gold and the drop in the USD we need to determine how long this new trend will continue. Jordan shares some levels for gold and GDX that he thinks will provide resistance." http://www.kereport.com/2017/01/17/closer-relationship-gold-gdx-usd/
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@Excelsior Investment chatter from the #Korelin Economics Report that seemed worth sharing in the $SGN $SRCRF room. On January 19, 2017 at 11:40 am, Dick Tracy says: "Matthew, SGN is creeping up, this must be The Trump effect. LOL!" On January 19, 2017 at 12:09 pm, Matthew says: "Creeping up? It’s up 22.73% today, at the moment, and 125% since the December low! 😮" On January 19, 2017 at 12:12 pm, Tony says: "I don’t follow this too closely. But they produced over 36,000 ounces of gold in 2016. 124 million shares outstanding. But only $.12. Is there a bad history here/" On January 19, 2017 at 12:41 pm, Matthew says: "Too many seem to have been too focused on its limited mine life (which I am betting will be expanded) instead of its exploration potential — which is funded without diluting shareholders." "It has very promising Nevada properties and close to $10 million in working capital. Ironically, I think it would have fared better last year if it had no production at all." "I think it also suffers from a lack of visibility/promotion. Few seem to know that it exists." http://stockcharts.com/h-sc/ui?s=SGN.V&p=D&yr=1&mn=3&dy=18&id=p00429369469&a=453696495 On January 19, 2017 at 12:20 pm, CFS says: "Volume on Scorpio is huge"
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@Excelsior #Korelin Economics Report - WEEKEND SHOW – SAT 21 JAN, 2017 A TEMPORARY #GOLD BREAKOUT AND GLOBAL ASSET CORRELATION "On this week’s show we focus on #yields and #GlobalMoneyFlows for the first hour and #Gold and gold stocks for the second hour. It was a tame week for the markets outside of #Trump’s comment on the #dollar that caused some short term swings. Moving forward we continue to be in uncertain economic times and investors are having trouble going all in on any one asset." - Segment 1 & 2: Chris Martenson, Co-Founder and CEO of Peak Prosperity, discusses the massive drop in the global correlation of assets and the concept that #CentralBanks follow on the way up. - Segment 3: Greg Melia, President of Melia Advisory Group shares his views of why he does not believe in the US #equity markets. - Segment 4: Fund Manager Dana Lyons looks at the COT reports for US #Treasuries and finds some extreme levels. - Segment 5: Managing Partner at the CPM Group in New York, Jeff Christian outlines the big issues for the #PreciousMetals in play for 2017. - Segment 6: We get an update from $XRA $XRC Exeter Resource President and CEO Wendell Zerb on the recent news that helps move the Caspiche project forward. - Segment 7: $MARL $MRLDF Mariana Resources also came out with a PEA this week was showed some great results. Glen Parsons, CEO of Mariana provides a great overview on the numbers. - Segment 8: We wrap up the show with Ned Schmidt, Founder of Value View Gold Report and his comments on the #gold market. http://www.kereport.com/2017/01/21/temporary-gold-breakout-global-asset-correlation/
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@martin Quinton Hennigh gave a good interview on Jan. 10 with Jay Taylor talking about the Beatons Creek bulk sampling results. The results look good for $NVO. Check this link http://jaytaylormedia.com/audio/ #korelin
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@Excelsior #Korelin Economics Report – WED 25 JAN, 2017 Exclusive intro to GOLDEN PREDATOR MINING $GPY $NTGSF #Gold #Drillplays "I had a chance to sit down the President and CEO of Golden Predator Mining (TSX.V:GPY), Bill Sheriff." "I knew of the Company years ago when they had only the Brewery Creek project but the recent acquisition of the 3 Aces project is giving the Company a new focus. With recent drill results returning some good gold grades the Company is following up with a fully funded 20,000 meter drill program starting in February." http://www.kereport.com/2017/01/25/exclusive-intro-golden-predator-mining/
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@Excelsior @Tommy - I made some nice coin in 2016 trading Dolly Varden and I accumulated heavy when they took out the loan with $HL Hecla and then moved into their office building (ding ding ding). I told investors for months that Hecla was going to make a move on them for an acquisition, and then they did (not a surprise for anyone following their press releases and reading between the lines). Decided to sell my position when the $HL Hecla deal fell through with $DV, and they did their financing and had to defend it wasn't a poison pill. Regardless, made a nice return, and I've been watching for a good entry point since then. It is looking like good value to me presently. --> As for Gary Cope - He is a good guy and was very successful with selling Orko Silver Corp. to $AG First Majestic in the last cycle, #Korelin Economics Report UPDATES FROM MANAGEMENT – TUE 18 DEC, 2012 GARY COPE DISCUSSES THE RECENTLY ANNOUCED FRIENDLY TAKE-OVER BETWEEN ORKO AND FIRST MAJESTIC http://www.kereport.com/2012/12/18/gary-cope-discusses-annouced-friendly-takeover-orko-majestic/ * Gary has been behind $REX $ORMNF Orex Silver since then, in their JV with $CLZ $CNSUF Canasil. It will be interesting to see what Gary does with the team and deposit at $DV.
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@Excelsior @Xriva - here is a nice intro into $AMY $AMYZF American Manganese when they just did an interview on the KER a few weeks back. AN INTRODUCTION TO AMERICAN MANGANESE - #Korelin Economics Report – FRI 13 JAN, 2017 http://www.kereport.com/2017/01/13/introduction-american-manganese-happy-shareholder/
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@Excelsior #Korelin Economics – SAT 4 FEB, 2017 WEEKEND SPECIAL - #AudioInterview - $AMY $AMYZF AMERICAN MANGANESE http://www.kereport.com/2017/02/04/weekend-special-update-american-manganese/
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@Excelsior THE TEAM FROM CLAUDE RESOURCES HAVE A NEW COMPANY! #Korelin Economics Intro. " $GFG $GFGSF GFG Resources is the Company and the management team is comprised of the team from #Claude Resources." "I am joined by Brian Skanderbeg, CEO and President of GFG Resources. We review the Company from high level discussing some of the historical work and interest in the land package as well as what the plans are for 2017." http://www.kereport.com/2017/02/07/team-claude-resources-company-intro/
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@Excelsior #KORELIN ECONOMICS REPORT - SAT 25 FEB, 2017 - $ASM REVIEW #GOLD #SILVER #COPPER #PRODUCTION #DEVELOPMENT #EXPLORATION "Chris Temple, Editor/Publisher of The National Investor, is in the chair for the first two segments, interviewing his friend David Wolfin, CEO and President of $ASM Avino Silver and Gold Mines, Ltd. Chris just traveled to the company’s flagship property in Durango State, Mexico, and talks with David here about Avino’s accelerating growth and its transformative arrangement to deliver all its metal production to Korean tech giant $Samsung." Segment 1: http://www.kereport.com/wp-content/uploads/0225-1-1-1.mp3 Segment 2: http://www.kereport.com/wp-content/uploads/0225-1-2-1.mp3 _______________________________________________________________________ * Avino Silver & Gold – Jan 2017 Corporate Presentation: http://www.avino.com/i/pdf/Avino-Corporate-Presentation-2017.pdf
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