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CEO.CA members discuss high-risk penny stocks which can lose their entire value. Only risk what you can afford to lose.
anonymousFormer Casey Research Managing Director David Galland made enough money co-founding Everbank $EVER (mkt cap US $1.9 B) he never has to work again.
And after selling his Casey Research shares to Porter Stansberry last year, he can write about whatever he wants, over at the Sendero Blog…
Here’s the latest post - The End of You - a rant about propaganda and modern media.
"the one thing that really defines us as unique is how we process the information we receive."
"Thanks to profound cultural changes brought on by new technologies, the ever-present puppet masters of society are armed with new tools that can literally cause you to come to conclusions that, all things being equal, you might otherwise not have arrived at."
"Brainwashing Then… It’s not that brainwashing is new. In fact, the media has been at it for as long as there has been media."
"We were amused at the dystopian future depicted in Terminator, but today take it in stride that walking, talking, lethal military robots are in an advanced stage of development."
"the ‘high frequency' user will unlock their phones as many as 900 times a day."
"What Are You To Do? First off, it is important to wake up to the reality of the new masters of mind control and to view all your internet news and search results as politically biased and manipulated."
Get David Galland’s latest posts by email: http://www.senderoblog.com/#media#newsletters
@tommyI hope you enjoyed The Elegant Universe, @JawadMian's story about growing up entitled.... @jawadmian/the-elegant-universe Jawed is a Dubai based macro strategist, portfolio manager and writer. He is the editor of Spotlight Middle East, a free email newsletter to heighten awareness, challenge prejudice, and present a unique perspective on the region. It will change the way you see everything! Sign up here: http://tinyletter.com/spotlight#newsletters
@MiningBookGuyHere’s my one big update to my $SWA video/article posted a few days ago.
A few interesting notes:
1. I got a couple emails from lurkers concerning my Sarama vs Savary ($SWA vs $SCA) relative value question near the end of my video.I appreciate that…good stuff that got me thinking. We did come up with a few other areas (besides Ross #Beaty) that $SCA could be considered better than $SWA. But with $SCA current marketcap, it’s still a very easy decision for me to pick $SWA over $SCA at this very moment.
If anyone wants to discuss, feel free to post here, or send me an email at email@example.com
2. I didn’t discuss specifically who else has been following $SWA over the last few years. I did additional research, realized I forgot some important stuff, and learned some new stuff too, focused on #newsletters.
a. $SWA has a following in the German-speaking world.
see this video published a couple months ago by a German newsletter, GoldInvest:
It starts in german, but the entire actual interview is in English. Some overlap with info in my video/article. But some very good additional details directly from Andrew Dinning, CEO of Sarama. A key section I forgot to comment on is at 3 minutes 40 seconds in. I’ll quote it here from Andrew:
“the minimum sized deposit that Acacia is looking for would be at least 5 million oz. they need something that would sustain the project for at least 10 years at 200k+ oz/year…"
I’m not saying this is “probable”. But these are the benchmarks that Acacia ($ACA.L) could decide are achievable just based on the 2016 drilling, and would definitely be a game-changer for how $SWA is viewed by the market and potential investors.
b. I could NOT find a single newsletter in the “english-speaking” world that currently follows $SWA. I’ll comment briefly on the 2 closest:
i. Caesars Report out of Belgium did cover it. I believe this was the very last report on Sarama’s Acacia JV in 2014 by Caesars:
I would describe the last Caesars Report article on $SWA as 'lazy analysis’…and that’s being kind. It really surprises me they seem to have
dropped coverage after this announcement (just something on the Savary JV after that).
ii. I believe John #Kaiser looked at, but I have no idea if he still follows, or dropped coverage for any specific reason. This is one excerpt I found from 2013:
If a subscriber to ‘Kaiser Research Online” (KRO) does know for sure that he follows $SWA closely, please do let me know, I’m interested to hear anything on this since I’m not a subscriber.
But assuming #JohnKaiser doesn’t follow right now, I think this is just further evidence that there’s a HUGE gap between Sarama’s progress over the last couple years, and who’s actually looking at it. If this works out, this is the type of company with real potential you can get into before the #newsletters pick up on it (or we could say ‘re-pick’ up on it)
3. Final note - not much liquidity or volume on $SWA. BUT tightly held, management holds 20%+, share structure did not get blown out in the last few raises, very few sellers…
it’s taken me a long time to acquire my current position. it seems that everyone who wanted to sell did it in 2014/2015 with those brief spikes in volume. i don’t know if it will become more liquid soon. but i do plan to hold for the long-term. Not everyone likes companies that trade this way. I do.
Thanks for reading, and I’ll be quiet now unless anyone follows-up on this!
Lundin says buy CanAlaska Uranium #CVV
2016-04-25 04:28 ET - In the News
Brien Lundin, in the April, 2016, edition of the Gold Newsletter, says buy CanAlaska Uranium Ltd., recently 51 cents. This is the first time he has recommended the stock. CanAlaska, a uranium explorer, looks well positioned to benefit from the "inevitable" increase in uranium prices that Mr. Lundin sees over the next year or two. The company is one of the largest landholders in Saskatchewan's Athabasca basin and has several active joint venturers, including: companies controlled by well-known explorer Chuck Fipke on the NW Manitoba and Patterson Lake projects; a group of Korean companies at the Cree East project; and Cameco at the West McArthur project. That last project is the one that most excites Mr. Lundin. West McArthur, as the name suggests, is just west of Cameco's McArthur River mine. As a result of exploration that Cameco was doing right on the border of the two properties, Cameco took an interest in West McArthur, leading to its current agreement to spend $2.5-million in order to acquire a 60-per-cent interest. Mr. Lundin reckons that "even a sniff of success" at West McArthur or any other project of CanAlaska's "would vault the company's value much, much higher." The stock is a buy at current levels.
@MiningBookGuywelcome @hunter & @chase! @hunter, very cool you're from Minneapolis! in case you didn't notice, i live here :) but not orginally from here...a few different places midwest/east coast over the years, though never really visited Baltimore. that's where the #Agora#Newsletters powerhouse is located if you weren't aware of that
@MiningBookGuyjust got off the phone with Ben Kramer-Miller. He's a great guy, and incredibly never visits CEO.CA, despite a ton of well-researched articles on mining over the years, both at seeking alpha and his new newsletter, #MiningWealth, which launched at PDAC this year: https://miningwealth.com/
Keep in mind this post is self-serving, since he wrote a great article on $SWA this week, and it's a significant holding of mine:
But I learned that he did NOT use CEO.CA for any of his research, meaning it's completely a coincidence that he wrote an article roughly a week after my own CEO.CA video/article. I am impressed with the way he discovered Sarama, and his research methods. This is very much worth noting.
Anyway, I told him he MUST start hanging out at CEO.CA to mingle & get his name out there, and will likely show up soon enough. Special thanks to @laurentf for giving me the idea to reach out to Ben! #newsletters
@MiningBookGuyFrom the $ORE end, I highlight the following:
"At the closing of the transaction, Orezone will have actual beneficial ownership and control over 9,600,000 common shares representing 9.1% of the then issued and outstanding common shares of Sarama, and will be deemed to beneficially own 5,000,000 common shares issuable upon the exercise of the warrants, representing approximately 13.2% of Sarama's then issued and outstanding common shares on a partially diluted basis."
This provides more instant credibility for $SWA with $ORE becoming a significant shareholder. Could be a reason for @HRA-Coffin to at least consider following $SWA with his newsletter, since $ORE has been one of his more successful picks :) #newsletters@marketwired/orezone-sells-bondi-gold-project-to-sarama-392b4
@tommyMark Bunting, a #BNN anchor for fifteen years, just launched The Capital Ideas Digest, "a weekly newsletter of curated ideas drawn from a wealth of research," covering everything from small-caps to ETFs. I liked Mark on BNN and just signed up. $10/month here: http://capitalideasresearch.com/digest/ will let u know how it goes. #newsletters
@MiningBookGuy@Newton - i missed some questions from a day or two ago, including yours asking about the new Chad McMillan book
I don't plan to buy it for now, but did immediately sign-up for his free newsletter (I had never heard of him before).
I thought this is worth mentioning as I try to subscribe to as many free #newsletters as I can. I think this is a great idea for #newbies too. Doesn't cost you a thing, and can always unsubscribe later.
@rackerFormer Casey Research managing directors David Galland and Olivier Garret are launching a new newsletter firm, Garret/Galand Research with the slogan "investment research you can trust" according to a mass email from Galland today. More to come #newsletters
@MiningBookGuy@robandjan - FMT --> Future Money Trends. They've hyped up a lot of stocks. You can see some of their previous promotions if you search for "FMT" at ceo.ca. They have a big email list, and often get paid in cash/shares for the promotions. IMO, not the best 'style' of promotion, but it sure works, especially in a bull market! You can also see their youtube channel here to get an idea: https://www.youtube.com/user/FutureMoneyTrends
james brahahttp://www.goldsilverdata.com is the greatest site for gold and silver stocks I've found in 35 years of buying mining stocks. In the last half of 2015, all my gold/silver stocks (I own 40 of them) were losing money cause of the 5 year brutal correction. Now nearly every one of them is making money, and MOST have doubled or tripled as gold has risen about $275 since January.
The web owner, Don Durrett, who also writes a monthly newsletter is amazing, and I mean amazing, in his objectivity with mining stocks. Over 35 years, I've subscribed to about 10 or 15 precious metals newsletters and they always promote stocks with about 5-6 very long pages of details that are too complex and intricate to help. On goldsilverdata.com, Don gives a SYNOPSIS of each stock (550 in total) that is 3-4 BRIEF paragraphs that tell the whole story - the risk of the co, the management, the resources, the cash/debt situation. He makes everything so clear and simple, so we can decide whether the stock is what we want or not based on our own biases.
I've never seen anyone so objective in analyzing stocks. He never over-promotes, he just tells it like it is. And if he likes it a lot or doesn't, he says why. He uses a rating system from 1 - 4 (but the highest he ever gives is 3.5) and this is based on how much cash flow a company will have when gold reaches $2,000 an ounce. Which he is confident will be 2016 or 17 (I believe it will be 2016). He also gives all kinds of very detailed data about each company below his full synopsis. And he gives a list of the TOP 25 stocks out of all 550.
So, in my 40 gold/silver stock portfolio, of course I bought shares in almost all of the top 25. Now, 10 or 12 of these stocks have exploded in price - Silver Bear, Vista Gold, Exeter, Alexco, Silvercorp, Mines Management, Bear creek, Pure Gold, McEwen, and so on. Thing is, he has ALL KINDS OF LISTS and in the lists - aside from the 1-4 rating, he lists each stock as high risk, moderate risk, and low risk. So, I chose Co's with a 3.5 rating and MODERATE RISK as much as possible. The cost of the subscription - $99 - was the best money I have ever spent, and I've been buying gold stocks since the EARLY 70’s. #newsletters
@rackerFormer Casey Research energy analyst Marin Katusa to launch "by far the best, most comprehensive, most thorough natural resource investment service on the planet" [according to Katusa] this week. www.katusaresearch.com#newsletters
@Newton"In life, and in markets, you're always dealing with a hypothesis -- a current understanding -- and then an optionality around where you put your time. If you put it in the right direction, then there's a positive optionality because you're gonna understand new information in better way." #JohnBurbank#RealVisionTV. Speaks to value of good #newsletters on #juniors!
@NewtonI know right @BruceWayne? I signed up for emails after #mif but haven't heard anything. Site seems quiet, but I think it is still active. I think they've been cranking out the hits this year. Any subscribers around? #DoubleBank#Newsletters
@Newtonthat $EFR news is big deal. 'bought deal' OK. 'increasing size' OK. Together? Rare thing in #uranium these deals. #financings. Is that an @HRA-Coffin pick? I know some #newsletters like it, but not sure which ones. I like how it has conventional and ISR production with permitted processing plans in the USA. Many ways for them to deliver.
@Newton#Uranium Report out by UX Weekly: "The current picture is not pretty... We are not pointing this out to make the market situation seem even more depressing, but rather to show that there are good reasons for prices to be depressed given the current environment. It is clear that demand is down, supply is still too high, and market indicators are negative as are financial indicators." #newsletters Full of good content on opaque uranium markets.
@MiningBookGuy@dirkdiggler - hmmm, i think everything about 'stock picking' is in a whole different category from "choosing a good dentist", regardless of industry. IMO, the key problem most people have is that they get obsessed with one factor. In juniors, it could be "pick the best management". But often, these are the companies that are touted over and over again by various #newsletters, and they're bid way up by the time it reaches the 'common speculator'.
And then there are people obsessed by the numbers. Now in this area, there are arguably more inefficiencies in the smallest juniors, because evaluating juniors is so different from many other sectors. But "just analyzing numbers" is a road to failure with big caps...and there are countless people still trying to be the next Warren Buffett, Peter Lynch, etc.
When it comes down to it, you don't really need an 'edge' to pick 'the best dentist', and you don't need to worry much about valuation on that. you need to worry about A LOT more when picking #juniors. some off-the-cuff thoughts.
@MiningBookGuy@dirkdiggler - i don't disagree with your last 2 comments directed at me. The thing is, there's plenty of companies out there with 'serious' geologists that are NEVER mentioned by #newsletters. They have no idea how to promote themselves despite being in the industry for decades...and yet, I would rather bet on these folks than the hype machines that have been going into overdrive throughout 2016 (and yes, occasionally i'll buy into a 'hype machine', but it better have some goods to back it up). #juniors
@MiningBookGuy@Allan - on the #newsletters point- in fact, it is a KEY factor for me to continually assess what newsletters 'are' & 'are not' following, and why. i don't subscribe to any paid ones now, but i can get enough of a feel for it just from visiting ceo.ca, but also over time all the 'picks' come out.
just want to make the point that while it might not be important to others, it's VERY important to me.
@MiningBookGuy@Allan RE: why #newsletters important? - because i really like picking the tiny, unfollowed juniors, i can then know for sure that NO newsletter has picked up on it yet, which is the most exciting if I determine it's a quality junior
Or that maybe #newsletter have covered in the past, but it's not 'hot' right now, which could still be an opportunity.
Or I am surprised and realize #newsletters are all over it, where it COULD still be of interest to me, but based on my style, I would become hesitant, because it immediately implies many, many #buyers were ahead of me, and more likely #sellers will start appearing.
there's a lot more to this, but hopefully you get the idea that #newsletters are an awesome signal for knowing what other people are up to. but of course, CEO.CA is also an awesome signal in its own right, and all those picks and so much more always make it here :)
@rackerGeologist and former newsletter writer Lawrence Roulston just launched WestBay Capital Advisors, offering "capital markets and business advisory services to the mid-tier and junior segments of the resource industry." Roulston is the former editor of Resource Opportunities, which is now run by @jameskwantes. He had been working with Quintana, a billionaire family run Texan resource concern. It is unclear whether Mr. Roulston is still involved with Quintana. More on his new venture here: www.WestBayCap.ca#newsletters West Bay in West Vancouver is one of Canada's most prestigious addresses. Frank Giustra, Robert Friedland, Darrell Katz, Doug Forster, and Roulston himself have owned homes there.
@rackerDundee's Martin #Mureenbeld thinks the next few months could be trouble for #gold, due to damaged Post-Trump technicals, a surging US dollar, higher interest rates, and a strong equity market.
Medium term Mureenbeld remains a precious metals bull, stating the US Treasury will have no choice but to devalue the dollar to cope with rising debt and international competitiveness. “We remain very bullish,” Mureenbeld wrote in the latest issue of Gold Monitor. “-these are early days yet.”
Mr. Murenbeeld and the Dundee Economics team are leaving Dundee Corp at the end of Nov 2016 “by mutual agreement” according to the newsletter. The team will continue to publish Gold Monitor and Economic Monitor under the new brand of Murenbeeld & Co, starting in 2017.
Go to www.murenbeeld.com to subscribe #gold#newsletters#dundee
@racker"If you own a good research business and you're interested in selling or partnering don't hesitate to reach out," says Porter on the podcast. #Stansberry has 1 million paying subscribers and more than 2 million free daily readers. #newsletters
@MiningBookGuy@leafs RE: https://ceo.ca/mbgtrends?f9884700e112 - good post by you! People often dance around the topic of #newsletters in this industry. I agree that for many people they seem to be the "only source of 'indepth' look at the company". On your follow-up comments, I will immediately add that newsletter writers have a wide-range of how they get paid, and it's VERY hard to figure out the differences at first.
Without picking on anyone, I will say that I personally 100% trust @Brent_Cook & #JoeMazumdar@JoeMazumdar for their unbiased views of companies with #ExplorationInsights. This does NOT mean they are always right. But they got paid a pretty penny by subscribers, and they consistently say they will never take money/shares/whatever from companies. There are a few other newsletters that are similar. But many aren't, and you just have to figure some of this stuff out through experience. On that note, I have a couple other things to share:
@MiningBookGuy[ @tommy casey research seeing 300-500 new paying subscribers per day! Business never better since stansberry acquisition, Casey says. ]
[ @Sarb My best option is right here. It's @tommy and CEO.CA site. ]
@tommy@sarb - great juxtaposition here! casey research / agora / katusaresearch / etc. making big bucks no matter what. REGARDLESS of whether or not you make money as a 'subscriber' to those #newsletters, CEO.CA is better in EVERY way!
I hope people at #VRIC17 are talking about CEO.CA ...I really don't have anything against #newsletters making a buck. But I feel sad for people spending thousands of dollars on them INSTEAD of spending time at #CEO.CA ... CEO.CA #1, paid #newsletters are all secondary to what we learn here every day!