Yearly Archives: 2016

Canada Could Become Significant Supplier of Micronized Graphite for Lithium-Ion Batteries

Canada Could Become Significant Supplier of Micronized Graphite for Lithium-Ion Batteries
Today this company announced major progress in that they can now energize the Facility starting the equipment and preparing for commercial production. All permits are now in hand to begin operations. I now look forward to hearing news of selling micronized graphite to end users especially in the clean energy battery sector. The news today is significant and could be a fundamental catalyst to drive the price to new all time highs.
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Excelsior Mining (MIN.V or EXMGF) Updates PFS and Production Timeline, Breaks Out of Six Month Downtrend on Huge Volume

Excelsior Mining (MIN.V or EXMGF) Updates PFS and Production Timeline, Breaks Out of Six Month Downtrend on Huge Volume
Watch Excelsior Mining (MIN.V or EXMGF) which just released an updated Prefeasibility Study that demonstrated a post-tax NPV of $829 million USD and reduced Initial Capital Costs 84% on the Gunnison Copper Project in Southeastern Arizona. Some of the most exciting numbers that stood out to me was the all in cost of $1.24/lb. This means that even if copper stays at this depressed $2 per pound level Excelsior could be profitable. The mine life is 27 years so copper should average higher over the next 5-10 years especially as the higher cost players shut down their mines.
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Did Precious Metals and Junior Gold Miners Just Bottom?

Did Precious Metals and Junior Gold Miners Just Bottom?
Huge amounts of institutional capital may be flowing into the major gold miners such as Barrick, Newmont, Kinross and Agnico Eagle which have all seen big moves off of December lows. There is an increasing probability that we saw the bottom at the end of 2015. Major investments have taken place recently in the junior sector specifically in uranium (URA), Gold (GLD) and Lithium (LIT). Fission (FCUUF), Gold Standard Ventures (GSV), Orocobre (ORL) and Oban (OBM) have all recently raised large amounts of capital. This could be just the beginning as other high quality situations may find the critical cash needed to advance mineral projects.
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Fundamental Catalysts in Junior Mining Sector Lead To Bullish Breakouts and Reversals

Fundamental Catalysts in Junior Mining Sector Lead To Bullish Breakouts and Reversals
Some important developments are taking place in the junior mining sector which must be followed by astute investors who are timing a potential market bottom in the TSX Venture. I recently returned from the Vancouver Resource Investment Conference with some exciting developments. Things could turn quickly for resource investors and when they do one should be ready to sew the rewards of years of plantings during one of the worst bear market cycles in modern history for commodities. For many years I have been studying some of the top performers and believe fundamental developments like what follow are indicative of potential technical breakouts.
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Global Economy Making Clean Energy Transition From Fossil Fuels to Renewables

Global Economy Making Clean Energy Transition From Fossil Fuels to Renewables
According to recent Washington Post article, 2015 was a breakout year for clean energy investments with over $325 billion invested into the sector. What is shocking about this figure is that it happened during a year when oil crashed from above $100 per barrel to 10 year lows. Why are lithium stocks soaring and renewable energy demand increasing when oil is so cheap?
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Precious Metals and US Treasuries Seen as Safe Haven as Oil and Stocks Crash in 2016

Precious Metals and US Treasuries Seen as Safe Haven as Oil and Stocks Crash in 2016
It is important to study the beginning of trading in January as major pools of capital tend to re-position around this time for the new year 2016. So far this year it has been ugly, one of the worst starts in history. Oil is crashing below $30 down over 20% year to date. The Nasdaq and Russell 2000 are already down more than 10% year to date. Mostly all markets are in the red except precious metals and treasuries.
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