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@nobshere Merkel still trying to push "guilt' onto the people thusly u have influx of all races into Germany and Europe (we have to ) She has to go but no one to take her place Any one speaks against that policy = Nazi !!
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@Newton Nice little chat with #MickeyFulp and #BrentCook at #IMW17. Two of the most-hated and most-loved guys at the conference! They are here to teach you how to fish, believe it or not.
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@Newton Interesting to discuss types of acquisitions we are seeing in junior space with Brent and Mickey at #IMW17. No competitive bids yet, but increasing frequency of takeovers. Big boys coming back to play in the sandbox, but they are playing nice so far. Watch for things to heat up as reflection of phase of market cycle.
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@Newton Talked with Mickey about copper and zinc. Getting bullish there!
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@Newton Brent mentioned some good deals to be had in Australia these days. Mount Isa area, I believe.
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@nobshere The Shiller Cyclically Adjusted PE Ratio known as CAPE, is a particular PE ratio invented by Robert Shiller of Yale University. Unlike his index on real estate, this one tracking the period of 1870 to date is not very good. True, you will arrive at one of two conclusions that either the CAPE today is near the same level as in 1929, or it is higher today than it was just before the Panic of 2008. Does this really mean anything? Absolutely not! When we filter this purely domestic view through the currency and capital flows, these two events are exactly opposite of each other. In 1929, the capital inflows were pouring into the USA whereas in 2008 then were exiting. The 2000 Dot.COM Bubble took place with a capital inflow. armstrong
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@Newton Both Mickey and Brent said there were a lot of companies here at #IMW17 that they don't know well. Good sign of new life for the space and potential to find something that will be a takeover target (key for both). I will admit I have some concern about getting carried away with new names.
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@Newton Listening to #juniorminerjunky and his description of $WGO sounds similar to $SKP. Old Shawn Ryan project with funding for multiple seasons of activity. Curious to learn more about that.
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@Newton Hello $ECR Cartier Resources!
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@Edp007 @Nobshere unfortunately in a public forum anyone who is German and leans ever so slightly to the "right" , will be labeled Nazi right away ... just like a right leaning Israeli will be labeled as an apartheid u can't win
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@Newton Interesting newsletter model for #juniorminerjunky newsletter. Capped to 200 subscriptions. Focused on teaching. $149 USD / quarter.
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@Newton Sitting in on $VEIN talk. What a ticker! https://www.enforcergold.com/
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@Newton Galena vein. Pics of ship samples from last week with high grade gold. 510g/t over 1 meter. $VEIN. Has $7.5M cash, market cap $14.5M. Last exploration done in 1950s. Drilling to start in four weeks. Reboot to company, under 1 year old.
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@Newton Good fortune in finding sample recently for $VEIN ceo. "Snowed a foot the day after I found this..."
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@JamesKwantes At the $WGO presentation at the #IMW17. Shawn Ryan took a pass, CFO David Schmidt presenting. "I don't do much presenting." Packed room
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@StarFire $VEIN volume in the millions these last few days, @Newton see if you can get the goods!
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@Newton Some great colour on past drilling that went un-asayed for $vein. "We are over by the front door". Great!
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@JamesKwantes Seeing a few familiar faces including @cole119 in the row ahead of me
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@Newton Wow $wgo with 23 properties to be drilled (?) over next 3 years. I wondered about size there but they have some projects!
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@Newton Curious to get more of $wgo story.
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@TheHolyBuyBull The U.S. isn't a good partner to anyone. But they do take orders from the land of Oz(real).
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@JamesKwantes Lots of projects for $WGO and $190M in market cap @Newton
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@stateside @Newton thanks for being the eyes and ears for us,
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Anonymous Extremely successful fund manager I know uses and loves CAPE. Armstrong's just mad he blew up a fund when he had his chance.
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@Newton Good to see some maps from $skp here today. Couple pics of goild in soil and gold grab samples. Leads to the question: why are you drilling there? Always fun to discus with #AndyRandell
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@Newton "Did Sandstorm get Lydian too cheap?" "Was Cordoba overvalued based on latest drill holes?" "Are you following Camino?" questions for the crowd from #IMW17 for #BrentCook.
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@Newton Sorry I can't give you more @stateside lots of more details that I'd love to share but have to be careful. As someone said, "Don't tweet me bad."
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@Newton "Not buying #uranium stocks right now". No short term upside drivers and long-term supply is large. #BrentCook #IMW17
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@stateside @newton it's still mucho appreciated. Hopefully this comes to Toronto in Sept again like in years past. They stopped a few years ago.
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@Newton "Mining industry was way ahead of #Trump on use of alternative facts." Brent Cook. A picture of the oval office with The Donald sitting at desk and guy from twilight zone standing in front. Black and white image. So funny.
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@Newton Graph of gross impairments over last 7 years for gold majors is amazing. See sensitivity of majors' reserves to gold price increase. Means "they don't need marginal ounces. They need high margin deposits to replace production".
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@Newton Is market cap / ounce a legitimate metric? Example of $ckg with large size but doubly refractory mineralization. Complex.
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@Newton Interesting comment earlier around purpose of juniors as exploration vehicles, not for development. #IMW17
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@Newton "Discovery rate is not going to increase and that is good for us in this room..." #BrentCook #IMW17
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@Newton Nice list of 8 things that are critical factors for success. One of my favourites "is success meaningful?"
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@Newton Mention of $ske here with #everhang. "Dilution is the enemy"
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@Newton Not just dilution of share structure, either. Dilution of underground grades bad, too! Whether underground or open pit.
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@Newton Neat example of change in pit design from resource estimate to PFS. Had to remove some of depth of mineralized zone and include more waste at edge of pit. Doubly bad.
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@Newton "Ore makes money, waste rock loses money." geological engineer's definition of terms.
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@Newton Shoutout to the #corebox drill interval calculator https://www.corebox.net/drill_interval_calculator
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@Newton Interesting comment that key part of strength of #Coffee is oxide section. Important to simplify processing and support economics.
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@Newton Love the horror show of geological failures from Brent cook at #IMW17. Risk of drilling right down a structure and counter-example of Mariana. Apparently they were concerned that they were drilling down-structure there, but confident that weren't when put in scissor hole that hit same width of mineralization. Great story.
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@Newton John-Mark! $RRI has Ben prospect generator for over decade now. Has $6M cash, 44M shares, worked-through 60+ projects. The "don't go broke business model"!
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@Newton "Winning, in this game, is a matter of survival" Brent Cook on strength of $RRI.
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@Highheat Great interview of Rob Kirby on #USAWatchdog "Rise of Crypto Currency Means Rejection of U.S. Dollar." http://usawatchdog.com/rise-of-crypto-currency-means-rejection-of-us-dollar-rob-kirby/
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@EvenPrime Keep it up @Newton :)
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@Leon @barracuda - are you on drugs or what gives you that insight about Germany's non-enlightenment? Ever heard of the country of poets and thinkers, of Martin Luther, or Beethoven's 9th based on Schiller's "Ode of Joy"? Don't you think it's time to play a new tune to the same old same old "Germany is the scaregoat for everything" and now for Muslim mass immigration, which started by the freedom and democracy bombs à la U.S.of A?
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@Newton Also interesting to note "high-quality data" is an important feature for $RRI's partners.
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@Newton Continuity of team and presence in community another interesting strength of $RRI over majors doing their own exploration.
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