Recent Posts by Jeb

Is The Critical Rare Earth Sector Making a Positive Turn?

I have just returned from the Vancouver Resource Investment Conference where I presented on the critical need for many different strategic metals. The rare earth sector is beginning to attract interest as the U.S., Chinese and Japanese markets hit new 52 week highs after the changes in leadership in both countries. The rare earth/strategic metals ETF (REMX) has crossed the 200 day for the first time since 2011 and I am monitoring for a bullish golden crossover.
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Will 2013 Be The Year For Uranium Miners?

This week we hear that Uranium One will be bought by ARMZ its controlling shareholder for $1.3 billion in a friendly deal. This means the Russians will have an increasing presence in the Powder River Basin. Putin is pushing nuclear power not only for Russia but to export technologies to emerging atomic nations. A few months ago we predicted a growing Chinese and Russian role in developing domestic U.S. assets.
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Current Weakness In Gold May Be Buying Opportunity

Despite current weakness in gold around the $1650 area we expect a turnaround in gold with a new leg up to $1800 area and eventual breakout at $2000 in 2013. Despite noises heard in the Fed minutes of a purported exit from quantitative easing, Central Banks around the world have flooded the markets with fiat currency. Around the world gold has outstripped every competitive currency for the past ten years, yet the mainstream fail to understand the importance of owning gold and the gold miners.
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Fiscal Cliff Deal May Be Sparking Risk On Rally Into The Undervalued Miners

We may be in the beginning of a hyper-inflationary rally. There is plenty of cash on the sidelines who may be seeking alternatives in the form of the undervalued commodities and miners especially as the dollar is forming a bearish head and shoulders formation and the Canadian Venture is breaking out above the 50 day moving average.
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Why This European Uranium Miner Is Turning Higher

The long term downtrend and 200 day moving average has been broken to the upside after basing for more than 22 months. A possible long term trend change could be occurring. The technical chart reflects the fundamental changes in the company. Developing a relationship with both AREVA, the largest nuclear company and the Slovakian Government has been critical in the development of this world class, low cost uranium project. We look forward to developments in 2013.
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Why Precious Metals, Uranium and Rare Earth Miners May Outperform in 2013

To paraphrase the great trader Jesse Livermore, “We must be like a merchant who foresees future demand, purchases his line and patiently awaits for profit taking time.” Investors in wealth in the earth assets should listen to Livermore’s wisdom. In due time, these commodities which are low priced will come back into vogue. In order to be right in the market, the majority has to believe you are wrong. Great investors like Livermore and Baruch were able to have confidence to hold on even when the positions were not popular.
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China Markets Breaking Out Into New Highs May Boost Commodities

For months, we have been highlighting to our readers that China’s economy is beginning to pick up which could positively influence commodity prices. The fears of a slowdown were overblown. China's stock markets (FXI) have been rallying since early September because speculation is rising that the newly chosen Communist Party may boost the economy and is approaching a major 52 week high breakout.
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Will Japanese Election Spark A Rebound In Uranium?

One sector where we see a great amount of value is the uranium miners (URA) as The Chinese are going full speed ahead in building next generation nuclear reactors. The uranium spot price is just over $40, which is near the bottom of its three year range. Uranium may represent a bottoming situation. Look for a reversal in the near term and break above the recent downtrend due to the following reasons.
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Gold, Silver and Platinum Near Major Breakout Points

We are approaching the end of the year where investors are facing a confluence of mixed signals such as tax loss selling, fiscal cliff discussions, the Greek bailout, future Fed actions and Middle Eastern geopolitical turmoil. Short term shakeouts like yesterday's early morning drop in precious metals should be expected...Nevertheless, we ignore the daily volatility and stick to the long term technicals and fundamentals which may be signaling that gold, silver, pgm's, uranium and heavy rare earths may reemerge as sectors where opportunity lies in 2013.
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The Advantages of Using Seismic Data For Uranium Exploration in the Athabasca Basin

Recently this uranium explorer in the Athabasca Basin engaged the uranium exploration geophysical team at the University of Saskatchewan (USASK) which is led by Dr. Zoltan Hajnal. The Emeritus Professor is a leading expert in the use of seismic to discover uranium. Dr. Hajnal played a key role in the discovery of Hathor’s Roughrider Deposit and the advancement of Cameco’s McArthur River Mine, the largest high grade uranium mine in the world. Dr. Hajnal sees similarities in the seismic data at this junior's property to major uranium discoveries like McArthur River and Shea Creek.
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