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@MiningBookGuy Being right vs Making Money - The End of my Northern Dynasty Story https://www.youtube.com/watch?v=hI9KfTx7PLk+ $NDM $NAK #BeingRightVsMakingMoney #TheNextBigRush From @TheNextBigRush! This is about a lot more than Northern Dynasty - GREAT #newbies lessons here...and don't forget we're all newbies! Make sure to pay even more attention to the 2nd half. :) #mbgtrends
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@FundamentalAnalysis https://www.youtube.com/watch?v=nonf9MAeTyU+ - This is interesting to listening to. It's always important to find ways to challenge the status quo....... #mbgtrends Remember shares are forward looking..........
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@MiningBookGuy @FundamentalAnalysis RE: https://ceo.ca/mbgtrends?1287396c0fcc - decent clip, i saw the whole Druckenmiller clip a while ago. just wanted to say that I find it particularly difficult to 'copy' his way of investing/trade (definitely 'trading' is a better way to put it). His interview in a 'Market Wizards' book is invaluable. But just one of many ways to make money...best thing for #newbies IMO is to read/learn about many different ways of trading/investing/speculating, see what works or doesn't work for you. And yes, I agree with challenging the status quo! :) #mbgtrends
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@MiningBookGuy Royal Canadian Mint Tour in Winnipeg - Silver Porn Alert! https://www.youtube.com/watch?v=axORt-V-LOA+ #silver #coins #Winnipeg #RoyalCanadianMint #TheNextBigRush @TheNextBigRush visits the Mint! This puts my silver eagles to shame...lots of cool coins I had no idea existed, great clip! :) #mbgtrends #newbies
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@Alan Good interview with #jimrogers for #sprott. He talks about #gold #silver and believes they will go lower still. Remember no one can predict where the price will go. Personally at the minute I think having a good amount of physical gold, silver and cash is wise. It will be useful for when a recession occurs to snap up some bargains. Consider some high quality investments to generate some cash-flow and some strategic speculations when bargain opportunities arise. https://youtu.be/3TNmEY8mfJM+
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@bullmarketmove thanks for sharing that @Alan #jimrogers is a legend and his books are very good as well.
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@bullmarketmove Just to let everyone know, i've just published another interview, this time it's with the Amanada Van Dyke from Peterhouse Asset Management, We talked about the #Uranium market, what it takes to become a successful investor, and what to look for in a resource company. Enjoy! @bullmarketmove/the-next-bull-market-move-interview-amanda-van-dyke-at-peterhouse-asset-management #articles @Alan @MiningBookGuy @Jayfire @fundamentalAnalysis #TheNextBullMarketMove
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@FundamentalAnalysis @bullmarketmove Good stuff.....I've not agreed with all her picks but she has and still does hold some high quality names which should do well. Overall she has her head screwed on more then other gold fund managers I've met who for the most part are just management fee collectors. I regularly check her monthly fact sheets, to see how she is progressing and to see if there are any names I could "steal" which I'm not aware of. If I were to make a critical comment, I get the feeling based on previous picks she probably relies more then I would like on PEA/PFS/FS ....and the question of how reliable those studies are is something I think she doesn't look into very much (expertise would obviously be one barrier). Likewise she has held companies going from PEA to construction...etc....or in one case it was no studies and straight to production via Tribute mining model which obviously hasn't worked out to date......
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@bullmarketmove thanks @FundamentalAnalysis i know that she has mentioned $HUM.L in the past (via interviews on youtube) and that she does have a good track record. Hopefully i will interview her again later in the year. #TheNextBullMarketMove
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@Nick @MiningBookGuy Fully agree with all your points regarding the banter you've had with @0Kib on $MSR.AX - Anyone looking at $HRC would be mad not to take a good hard look at $MSR.AX... Having done my own research this weekend I would easily favour $MSR.AX as they are fully cash-backed (~13m mcap with ~13m in the bank) and are set to obtain a project that has to be worth multiples of what $HRC has - Yet respective market caps are similar. Not #silly at all to compare these two plays considering they're also both in Tanzania as stated already by @MiningBookGuy. I would easily argue the Victoria Gold Project that $MSR.AX is looking to acquire is light years ahead when it comes to development, size and quality - over 30m+ USD has been spent across the project. @0Kib If you read into $MSR.AX news releases you'll see they're going to be releasing more due diligence on the VGP in the coming weeks/months. There's also plenty of information on HotCopper and Resolute's $RSG.AX annual reports from prior years about Nyakafuru and the VGP. This link is their latest presentation - The quality of this package of deposits and exploration prospects is undeniable: https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTDYC4we%2ByhiZreRrke92GA%3D%3D I will be watching $HRC going forward and do hope both of these Tanzanian plays are successful! It's good for the jurisdiction and peers. #Tanzania #mbgtrends
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@MiningBookGuy @bullmarketmove - a bit late, but great interview with Amanda Van Dyke here! @bullmarketmove/the-next-bull-market-move-interview-amanda-van-dyke-at-peterhouse-asset-management Very interesting background as a gemmologist prior to mining. I also had caught her name attached to a $HUM.L $HUMRF recommendation, but didn't know about her recent fund success. Definitely someone to keep following, and a good window into #AIM-Stocks (juniors listed in the UK), which many at CEO.CA have been ignoring. Thanks for sharing! #TheNextBullMarketMove #mbgtrends
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@MiningBookGuy @Alan RE: https://ceo.ca/mbgtrends?fca87b794f96 - thanks for sharing this #jimrogers interview. I'm a bit surprised he's so stubborn with his 'gold below $1000' prediction. i thought he might 'adjust' to saying it would go lower, but maybe just to $1100-1200 as a final bottom (but that's closer to what i think...and i give it far less than a 50% chance at this point). but i still like the way he describes everything, basically telling people NOT to listen to him and do their own research, but giving his opinions anyway. #mbgtrends
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@MiningBookGuy Royal Canadian Mint Part II https://www.youtube.com/watch?v=ninqovMtgxk+ #TheNextBigRush Make sure you don't miss 'part 2' of the #RoyalCanadianMint tour in #Winnipeg from @TheNextBigRush! #mbgtrends #newbies #index
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@Alan @bullmarketmove- another good one mate. Never heard of Amanda before. @miningbookguy- who knows, maybe #gold will drop that low. Even if it did, #jimrogers would be fine I'm sure :) if it did drop that low, it would certainly test people's staying power. Yeah I agree, price predictions are just that...opinions.
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@FundamentalAnalysis @Alan The case for physical gold in $ terms being Neutral (range bound) in my opinion is very very strong. The case for being bullish is fairly strong but not as strong as the majority in my opinion think. The case for being bearish as in Sub $1000 is weak....quite honestly I just cannot see it happening unless govt made holding gold by private individuals illegal, introducing special gold taxes, changing the margins required for gold trading, or allowing interest rates to get ahead of inflation to oust trump or maybe another liquidity crisis. I've tried to make a bear case for gold and I just cannot present a case....always open to opinions...... In normal trading the only way it could happen is just usual volatility, prices swinging both ways including down....but gold crashing into another long bear market...900s 800s 700s just cannot see it.
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@Alan @FundamentalAnalysis- I completely agree with you. I believe gold will go up over time. But I also realise what I believe may not occur and its good to mentally prepare yourself for the potential downside. If we have a recession #gold probably will decline in price, or said another way, cash will increase in value. The problem is people still think government will solve all their problems and until that changes gold may lag a little. But on the other note, it may not.
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@bullmarketmove many thanks @MiningBookGuy and @Alan, i've also seen that Justin Smyth from #nextbigtrade.com has been interviewed by #PalisadeGlobal #CollinKettell and he talked about #Uranium, well worth checking out http://palisaderadio.com/justin-smyth-lessons-learned-from-the-last-major-uranium-bull-market/
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@Excelsior Here’s a great Video interview with Don Durrett. Don is a very sharp guy on investing in #Jr #Miners, (and is the man behind http://www.goldstockdata.com/companies.html which is one of my “Go-To” places for researching the universe of mining stocks out there). #mbgtrends #newbies > This is a longer interview but they cover a lot of ground and it is worth the listen: _____________________________________________________________________________ Don Durrett | #Gold & #Silver Insights from a Mining Stock Investor Feb 26, 2017 “In this #video, Bill Powers interviews Don Durrett. Don is a seasoned mining stock investor and author of “How to Invest in Gold and Silver: A Complete Guide with a Focus on Mining Stocks”. His website is GoldStockData.com" *Topics Discussed: 0:05 How Bill Powers started in mining stocks 2:45 Introducing Don Durrett 7:00 Don’s exit strategy for mining stocks 9:00 Don’s thoughts on silver (AG) 12:45 AG over $27/oz runs quickly to $50/oz 15:00 US economy & price of gold (“fear trade”) 18:20 Don’s thoughts on silver manipulation 22:30 AG $18.50/oz and AU $1,309 resistance 24:45 US political situation and economy 28:45 US stock market decline & mining stocks 37:10 Advice for investors https://www.youtube.com/watch?v=Z96SP6CAiNI+
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lolrenzo Agree Excelsior. I find GoldStockData complementary to CEO.ca coz it gives us an easy access to the most undervalued of the 700 companies listed (based on future production and gold price).
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@0Kib @Excelsior Don Durrett's take on #Silver in his book is one of the best I've read. He reckons it goes past $100 and perhaps even $150.
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@MiningBookGuy @Allan RE: https://ceo.ca/index?fe9f01506eda - quote from you: "Looking at if they are in a mining friendly jurisdictions, with well known geology from past exploration and mining, and the access and infrastructure to make the economics of exploration and development less expensive." I agree with a lot of what you said. But if you want to go 'big', you've got to look for geology that is NOT well know, true #greenfields. And jurisdictions that might become more 'mining friendly' over time (reality vs perception). Access/infrastructure are important...but scale + high-grade even more important for getting to Tier 1! This applies across commodities. #exploration #greenfields #mbgtrends #newbies
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@MiningBookGuy @BenjaminCox RE: https://ceo.ca/index?744ac1c12ea9 - neat! will look at the details of the article more closely later today. looking forward to the next blog posts on this :) #mbgtrends
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@MiningBookGuy @Excelsior - thanks for sharing the Don Durrett video! I haven't seen this one yet, will try to take a look soon. @0Kib - any other quick comments on Don Durrett's take on #silver from his book? a lot of people expect silver to blast through $100-$150 (and have been expecting it for a while). Maybe some unique points from him? I should probably read it, but got a big book list...going to head out and read some other stuff right now! #mbgtrends
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@Jayfire How to approach Tier one assets *NEW SEGMENT* with @MiningBookGuy and @TheNextBigRush https://www.youtube.com/watch?v=KJhWKKPJA5A+
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@FundamentalAnalysis $SBB https://www.youtube.com/watch?v=8t9ND36_f5k#t=446.048047+ Is eric Hinting at around 10:35 that $PVG is going to be disappointing? Any comments.
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@Jayfire Nexgen, Ivanhoe and Buyouts Another *NEW SEGMENT* @TheNextBigRush is on a roll! Also featuring @MiningBookGuy https://www.youtube.com/watch?v=wps-RQzNsEo+
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@Jayfire Board Changes and General Meeting Cancellation Birimian Limited (ASX:BGS) (Company) advises that Mr Winton Willesee and Mr Hugh Bresser have retired from the board and Mr Michael Langford and Mr James McKay have been appointed as directors of the Comp http://www.birimiangold.com/pdfs/BoardChangesAndGeneralMeetingCancellation22Mar17.pdf #mbgtrends #lithium
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@FundamentalAnalysis @Jayfire Beat you to it, I see the youtube video updates as a suscriber so end up watching literally an hour after its uploaded :p
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@Pete John Goodenough, introduces new Lithium-Ion battery can charge faster and is noncombustible http://venturebeat.com/2017/03/05/lithium-ion-co-creator-introduces-new-battery-with-up-to-3-times-the-juice/ #lithium #mbgtrends
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@Jayfire Was Ivanhoe a no brainer stock investment? @MiningBookGuy and @TheNextBigRush $IVN https://www.youtube.com/watch?v=sxyRj_nwU4o+
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@Jayfire @FundamentalAnalysis haha, that's awesome! Fabi's been getting lots of new subscribers as of late! @TheNextBigRush is on FIRE! :)
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@Jayfire I misspoke, the $1.36 placement was for 9.9% stake in $IVN, and $412 million was for just 49.5% of Kamoa project alone... #mybad
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@FundamentalAnalysis @jayfire Yup $IVN was definitely a no brainer stock back then, I remember thinking this is trading for cash in the bank, assets for free. With hindsight one wonders why didn't I just put more in at the start!!!! I even remember sending my portfolio to rick rule for evaluation back in January 16, and he put Ivanhoe as his top pick pick. All stars were aligned back then.....
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@Alan This is such a brilliant 3 minutes https://youtu.be/pX52nQYDwf0+ from #rickrule.
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@Stealinator When I watched RR's short interview yesterday I was like BAH! , 1/3 way through the bull already? doubt it. My thought being due to massive dump of jr's in 2015 , down to 90 yr lows, set the stage for a big bounce (2016) back up to a where they should have been, compared with POG. Given that logic, we would still be in the first leg up of the bull, price wise. On listening to RR a second time, my thought is he was talking about being 1/3 through in time, not price.
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@Pete @internalaudit i see you are looking for a lot of answers. For general learning I can advise you to follow @miningbookguy and his channel #mbgtrends and #newbies
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@Vaughan @Excelsior, I remember that chart and I also recall a conversation we carried on (I believee in MBGTrends) that convinced me to now only sell half on the double, but to just unload that that point in time. Good move in retrospect so thanks for pushing the thought process forward with me. #Uranium #MBGTrends
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@Phoenix Hey @miningBookGuy Awesome channel and awesome youtube channel i really really appreciate your work, i have a quick question do you recommend any free newsletters subscriptions
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@chatyak Yea. This channel
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BrownLeatherSofa Hit the ground running with this great information from Fabi @TheNextBigRush! "How to Find the Best Stocks in the Resource Sector - CEO.CA and how I use it" : https://www.youtube.com/watch?v=NWBKeUz_E8k&feature=youtu.be+ https://ceo.ca/@thenextbigrush?f3c3c60e2122 #BestOfCeo #index #newbies
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@MiningBookGuy @Pete - thanks for mentioning #mbgtrends (along with #newbies)! i haven't been as active lately. but this is still a GREAT place for #newbies to ask questions and learn about stuff. i am sure if @TheNextBigRush keeps making excellent videos like this new one (thanks @BrownLeatherSofa for posting here), CEO.CA is going to be over-run by #newbies in no time (which is a good thing!) :P
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@MiningBookGuy @Phoenix - thanks for the kind words! I subscribe to a bunch of 'free' newsletters just to get a better idea of what's going on. I have done trial 'paid' subscriptions before, and this is a great way to test-the-waters (and you can consider a trial for some of these as well, depending on how they go about it...some have 'official' trials, and some you can just pay for 1 month). here's a good starter list: https://thedailygold.com/ - great free content here. this is @TheDailyGold https://resourcemaven.ca/ - free trial here, and i enjoy the free content right now. This is @ResourceMaven https://hraadvisory.com/ - a CEO.CA favorite...I think there's still a 'cheap' trial for the paid version. importantly, @HRA-Coffin is a regular contributor at CEO.CA and you should subscribe to him at CEO.CA https://explorationinsights.com/pebble.asp - not as much for 'free' here...but definitely take a look at the free content on the site. this is a top 'paid' letter for many people. http://www.goldinvestmentletter.com/ - this one is a good example of a less well-known letter. i like the free content here, and some of the unique articles. https://secure.kaiserresearch.com/s4/Home.asp - i don't subscribe to even a free letter here (not sure if there is one). but worth mentioning because it's another favorite #mbgtrends #newsletters
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@MiningBookGuy @Phoenix - this is NOT a full list. but i think these are good examples to start with. I will emphasize that spending time at CEO.CA should be MORE of a priority than newsletters (assuming you have the time). Thanks @chatyak for implying #mbgtrends a good specific channel, and I will always recommend @TheNextBigRush and @JayFire and @BullMarketMove, which aren't the same type of 'newsletters', but just really good content as well (*EDIT - i guess you can sign up for alerts with all the below, so think of it as an extension of the newsletter list :) )! https://www.youtube.com/channel/UC8FndsMLWAE6gb1k-NlxU6A http://www.fifighter.com/ http://thenextbullmarketmove.tumblr.com
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@Pete I would add Market Insights from mostly Rick Rule on http://sprottglobal.com more macro comments than actual stockpicks #mbgtrends
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@MiningBookGuy good addition @Pete!
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@Vaughan I am guilty of not being signed up (yet) for James Kwantes's Resource Opportunities www.resourceopportunities.com
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@hunter Add http://criticalinvestor.eu to the list
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@MiningBookGuy good mentions @Vaughan & @hunter! And i forgot to mention a new one i signed up to for free list from David Erfle: http://juniorminerjunky.com/
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@Benitez I am a newbie and my limited research has taken me to Peel Mining $PEX.AX. The exploration target at Wagga Tank looks to me like a good intercept with hole WTRC003 giving 27m@10.0%Zn, 6.41%Pb, 89%g/tAg, 0.42g/tAu ,0.21%Cu from 250m. The market hasn’t reacted the way Canadian markets would react to these results. They are also currently drilling at Wirlong where they hope to find richer mineralization at depth. Apologies in advance as I am still learning every day, however am I missing something here or does it look like a good investment at this stage? #ASX-Stocks #mbgtrends
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