Palisade Research May 18, 2017 Category: Research Don't tell them (but they know it) - the heralded royalty companies of precious metals are vultures.Franco-Nevada, Silver Wheaton, Royal Gold, and Osisko Gold Royalties all deploy a royalty and streaming model. This model has outperformed the conventional mining company during the recent bear and bull markets in dramatic fashion.Osisko Gold Royalti...Read More
Eric discusses Adamera Minerals, Precipitate Gold and Vendetta Mining Corp.Read More
Imagine if a third of your family died of the plague as religious fanatics preached “The end is nigh!” and threatened that the few pleasures you could squeeze out of life would lead to your eternal damnation. As wars raged around you, surrounded by death, disease, and the lowest grimy depths of poverty, it would be understandable to think the world was in the midst of an apocalyptic co...Read More
Eric Coffin, editor of HRA advisories, interviews Jeff Wilson, CEO of Precipitate Gold at the May 5-6 2017 Metals Investor Forum.________________________________________________________________The companies presenting at the Metals Investor Forum are as vetted as it gets - they have already cleared the high hurdle of earning the coverage from the newsletter writers' as companies with excellent man...Read More
Eric discusses San Marco, GMV Minerals and Almadex Minerals.Read More
Writing in The MoneyLetter between the first round and final run-off French elections, portfolio manager John Stephenson admires the strong economic recovery underway in Europe. He picks two financial stocks and a cash-rich airline as current 'buys' to benefit from a new round of Europe rising.European markets finished their best week this year following the first round of the French presidential...Read More
Eric Coffin, editor of HRA Advisories, interviews Alex Heath, Director of Roughrider at the May 5-6 2017 Metals Investor Forum.Read More
The spot uranium market ran into a fair bit of pressure last week, with industry consultant TradeTech's weekly spot price indicator losing 5.3% to reach $21.25/lb. According to TradeTech, seven transactions totaling 800,000 lbs U3O8 took place, with buyers having the upper hand. TradeTech's spot price indicator has run into resistance since peaking at $26.50 per lb in February.Meanwhile, a positiv...Read More
FROM THE BROKING DESKWe'll be hosting an Investor Seminar on the Uranium Market on Friday 2 June at our London office. This will start at 12:00 and will involve:?EUR? a talk by Adam Christopher from TradeTech on the uranium market;?EUR? a follow-up Q&A over a sandwich lunch; and?EUR? a presentation by Mike Young, CEO of Vimy Resources.We should be finished by 14:00.TradeTech is the leading indepen...Read More
Foreign investors are likely to flee Colombia's mining sector in the coming months as the country is failing to protect the interest of global companies operating and exploring in the country, the local mining association warns.According to Roberto Junguito, president of the board of governors at the Colombian Mining Association (ACM), the country needs to set clear rules for the industry and pri...Read More
The United Nations is ready to send additional peacekeeping forces to the Central African Republic diamond-mining town of Bangassou to suppress a recent flare of attacks on civilians and peacekeepers that has cost hundreds of lives in the past two months.Just last week, as many as 100 people were killed in the south of the country, which only last year was allowed to resume diamond exports after...Read More
According to the most recently released data from Chile's Ministry of Mining, the country's silver production declined a stunning 26% in the first quarter of 2017. This is a big deal as Chile is the fourth largest silver producing country in the world. The majority of Chile's silver production comes as a by-product of copper production.Chile is the largest copper producer in the world, by a lo...Read More
LUSAKA, May 17 (Reuters) - Zambia is close to reaching an agreement with mining companies over its plans to increase electricity prices, Finance Minister Felix Mutati said on Wednesday.The government last month proposed introducing a flat tariff of 9.30 U.S. cents/kilowatt hour (kWh) backdated to January for mining companies, instead of individually negotiated rates that have averaged 6 U.S. cents...Read More
Investing.com - Gold prices gained in European trade on Wednesday, touching the highest level in two weeks as traders kept an eye on fresh political developments in the U.S. after President Donald Trump allegedly asked the FBI to end a probe into his former security adviser.Comex gold futures rose around $7.00, or about 0.6%, to $1,243.61 a troy ounce by 3:00AM ET (07:00GMT). Meanwhile, spot gold...Read More
(Updates to U.S. market close, changes comment)* S&P 500, Nasdaq Composite touch record highs* Dollar hit by Trump's disclosure, economy concernBy Rodrigo CamposNEW YORK, May 16 (Reuters) - The U.S. dollar index touched its lowest level since early November on Tuesday, hurt by weaker-than-expected U.S. housing data and as political turmoil in Washington raised anew concerns about the outlook for p...Read More
(Updates prices to late U.S. afternoon trading; adds comments)* S&P 500, Nasdaq touch record high* Dollar hit by Trump's disclosure, economy concernBy Rodrigo CamposNEW YORK, May 16 (Reuters) - The U.S. dollar index touched its lowest since early November on Tuesday, hurt by weaker-than-expected U.S. housing data and concerns after political turmoil once again hit Washington.A rally in the euro wa...Read More
Description This Metals Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved. For industry participants and advisors who want to look at the trends, risks and issues surrounding this topic, this report gives you an expert point of view to help inform your decision making. Our analysts are based in the markets they analyse and work with...Read More
Vale's operations in Thompson, Manitoba.World number two nickel miner Vale (NYSE:VALE) announced in a letter to employees on Monday it's placing it Birchtree nickel mine in Canada's Manitoba province on care and maintenance at the beginning of October.The Thompson Citizen reports the suspension will result in about 150 employees at Birchtree being cut and up to 50 additional jobs in downstream pro...Read More
Around half of global copper demand is from the electronics industry and roughly one quarter finds application in building and construction. The remainder find its way into industrial machinery, consumer products and - important in terms of growth potential - the vehicle market, specifically electric vehicles.Vehicles with conventional internal combustion engines typically contain about 20 kilog...Read More
Uranium prices steadied in late 2017 after spot prices collapsed to a 17-year low. The price recovery picked up steam in early 2017, with the catalyst behind uranium's turn higher Kazakhstan's production cuts.Uranium producers have been reducing output since the Fukushima disaster, which dented immediate demand for uranium and put the future of nuclear power in question. With healthy stockpiles of...Read More