Recent Posts by Jeb

Smart Money Looking at This Junior Miner on the Cortez Trend in Nevada

The Cortez District now hosts Barrick's most profitable mines and exploration growth. Barrick has recently made a huge discovery called Goldrush which is only about a mile from their 1 millon ounce producer Cortez Mine. Goldrush has grown to become a 15.6 million ounce deposit. Barrick is quickly realizing that this district is where it can make the most money and should focus investment on this area. Barrick believes in the future growth of this district and is partnering with juniors such as...
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Summer Doldrums in Junior Gold Miners Ending?

Weeks ago I forecasted black swans on the horizon that will wake investors from their summer doldrums. I warned you about the Russian-Ukraine crisis, the rise of ISIS in Iraq and a potential war between Hamas and Israel. The junior gold miners (GDXJ) and silver miners (SIL) are on the verge of a major reverse head and shoulders breakout. Look for GDXJ to breakout through $46 and the silver miners (SIL) to break through resistance at $14.75. The copper miners (COPX) have made a major rally from $8.60 in March to $11 in July. I expected this pullback before a September Labor Day Rally. I believe the summer doldrums may be ending and we may be on the verge of beginning of a major rally. Investors may want to look into this junior miner which hit 412m of 1.4% copper equivalent in a gold-copper porphyry.
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Lithium and Graphite Sector is Jumpstarting With Investor Interest

Its a very exciting time for the lithium and graphite sector as Tesla announces big plans in the near term. The announcement of a Tesla Lithium Ion Gigafactory in North America has jumpstarted the junior mining graphite and lithium sector as I discussed in this last article more than a month ago. Look at Western Lithium, Northern Graphite, Flinders Resources and Big North Graphite which have all recently made major moves. The lithium and graphite miners are still undervalued and the boom may be just beginning as there could be a major increase in demand for these batteries critical for cars,
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Are The Junior Miners Going To Benefit From Severe Large Cap Correction?

One sign is a huge uptick in volume in the Market Vectors Junior Gold Miners ETF. The volume increase in the first seven months of 2014 has been exceptional, whereas volume is decreasing in a rising market in the SPDR S&P 500 ETF (SPY:NYSE), an ETF tracking the S&P 500. The rising volume in the juniors may indicate accumulation, whereas decreasing volume in a rising market may indicate that the rally in the S&P 500 is overbought and running out of steam. The equity market has not had a significant correction in more than three years and it's dangerous territory for a correction.
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Why This Junior Gold Miner in Nevada Soared 200% in 2014

At the end of 2013, I predicted the junior gold (GDXJ) and silver miners (SIL) would outperform the S&P500 in 2014. I was right so far in 2014. THe GDXJ is up over 36% on the year while the S&P500 is up under 5%. However, one of the junior gold miners that I predicted would be a major winner back in December of 2013 has far outpaced the mining and overall market indices by a wide margin. The small junior miner is up over 200% in 2014. Find out which one and why.
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Why Nickel is The Leading Base Metal in Performance in 2014

Remember the price spike in palladium (PALL) in 1999? Or the run up in uranium prices (URA) in 2007? Even more recently the move in silver (SLV) and gold (GLD) in 2011? Commodities and the mining stocks have a tendency to breakout into price spikes and frenzies. In late 2013 I told you that nickel was about to rebound.I am excited by the fantastic move this year in nickel from the low $6 range to above $9 making over a 50% move in 2014. It has pulled back for the past three months and may be on the verge of making a second leg higher.
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Could This Be The Next Major Gold Producer In Colombia?

Red Eagle is only weeks away from publishing a Bankable Feasibility Study on a project which I believe will come into production in the next 18 months. The 320 sq. km Santa Rosa Gold Project in Antioquia has already produced a Preliminary Economic Assessment (PEA) that shows the potential for production of around 50k ounces per year with low cash costs around $620 an ounce. This means that possibly within 18 months Red Eagle has the ability to cash flow over $60 million of profit if gold stays around $1300 an ounce. Red Eagle flies above the others as the project has one of the best economic profiles in the junior mining business.
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Could Wellgreen Platinum be the Next Stillwater Mining?

Since the second half of 2012, I have been bullish on platinum and palladium (PGM). I have focussed on a North American producer Stillwater Mining (SWC) and a junior developer Wellgreen Platinum (WGPLF) in the Yukon. Labor strikes in South Africa combined with economic sanctions on Russia could spark a renewed interest in North American PGM production. Remember South Africa, Russia and Zimbabwe are the world's largest supplier of this valuable metal and all these jurisdictions are extremely volatile right now. South Africa is the leading platinum producer and Russia is the world’s leading palladium exporter. Both these metals are outperforming in 2014 and the rally could just be beginning because demand for these metals are rising annually. PGM's are both a monetary metal as well as an industrial metal used in catalytic converters to reduce noxious emissions. Palladium is outperforming platinum and gold breaking through the $850 mark and platinum is also breaing. Watch nickel which exploded from the $6 area to over $9.50. The three reasons nickel is soaring in price is because Indonesia the largest nickel producer announced an export ban, Russia a large nickel producer has economic sanctions against it and existing producers such as Vale are announcing production problems. We have already seen nice gains in Royal Nickel (RNX) and Stillwater Mining (SWC) which have already made doubles and triples. The breakout move in nickel, palladium and platinum is just beginning and incredibly Wellgreen Platinum (WGPLF), which is highly leveraged to all three of these metals is sitting with a market cap below $50 million. Wellgreen has not yet participated with the rally in nickel and palladium, but that could change soon as they just announced a new resource estimate which shows the massive size of this deposit.
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This Lithium Asset in Nevada Could Supply Tesla’s Gigafactory

One metal where demand is soaring is lithium which is used in rechargeable batteries for smartphones, Ipads and electric vehicles. A game changing event occurred this past week when Albemarle (ALB) paid over $6.2 billion to buy the world's largest publicly traded lithium producer Rockwood Holdings (ROC). This is one of the largest chemical deals and the lithium industries biggest M&A transaction in history. Demand has doubled in the past decade as lithium ion battery use has grown in mobile technology. Growth in the lithium sector has been far outpacing other sectors. Some experts believe demand could even grow faster over the next decade especially as electric vehicles gain market share. The key for investors is finding potential sources of the raw material in North America.
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Japanese Nuclear Restart Sparking Uranium Sector Rebound

Last week I was interviewed about uranium by The Energy Report and I told them to get ready for doubles and triples in uranium and that we may see a powerful bounce off the bottom in the near term. Remember this was at a time that the large miners and the banks were bearish forecasting lower price targets. See the article and charts by clicking here… Less than one week after that interview was published Japan announces that two reactors are approved to be safe and are able to be turned back on. This is a psychological game changer as the uranium priced has slid for more than three years over 60% as Japan idled their reactors after the 2011 Fukushima Disaster. Here is a list of some of my favorite junior miners which I own and are sponsors on my website.
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