Monthly Archives: November 2015

Motorola’s Acquisition by Google Left a $7.2 Billion Void in Niche Market

Motorola’s Acquisition by Google Left a $7.2 Billion Void in Niche Market
There is a company gaining market share due to the recent acquisition of Motorola by Google. In 2011, Google bought Motorola for its Android Operating System addressed for consumers in the use of smartphone and then sold off the rest of Motorola to other outfits. This left a huge void in Motorola’s Business Unit which sold “connected-vehicle” devices to fleets across the transportation sector. Its a big $7 billion market that this small company is looking to build its market share.
Read more

Countdown on Barrick Decision with NuLegacy Gold (NUG.V)

Countdown on Barrick Decision with NuLegacy Gold (NUG.V)
Gold is testing July support and multi-year lows, however there are unique junior gold mining equities which continue to stand out. NuLegacy Gold (NUG.V or NULGF) has been hitting some impressive high grade gold on the Cortez Trend in Nevada this past year. Nevada is one of the most profitable and lowest cost jurisdictions especially Barrick's (ABX) mines on the Cortez Trend which I was blessed to visit last year. With the depressed price of gold there are very few economic places to mine gold like Nevada. The Cortez Trend is where Barrick produces its most profitable gold and its also where they are making their biggest discovery at Goldrush, which is adjacent to NuLegacy's Iceberg Deposit. In addition to massive discovery at Goldrush, one of their little JV partners NuLegacy Gold is finding high grade gold right next to Goldrush. This could be Barrick's next big gold discovery.
Read more

Uranium Resources (URRE) Acquires One of the Best Uranium Projects in The World

Uranium Resources (URRE) Acquires One of the Best Uranium Projects in The World
All we need for a uranium bottom is follow through from major private equity funds who may be waiting in the wings ready to pounce for the following reasons. Japan has restarted two nuclear reactors. This is a major turnaround from their prior path of abandoning nuclear following once in a millennium accident at Fukushima in 2011. In addition to the 180 degree turn in Japan, China continues its record pace of building and starting nuclear power plants to move away from coal which is suffocating some of their major cities. Even the United States has started operating its first new nuclear reactor in close to three decades. All this positive news indicate demand is increasing. Because of decade low uranium prices, supply has dwindled as it is unprofitable to mine unless you are lowest cost producer. Rising demand with declining mine supply equals the potential for a price spike higher.
Read more