Category Archives: Latest Commentaries

2012: The Year Of The Undervalued Junior Miners

As you’re all aware, the Euro has been breaking into new record low levels. While many are concerned, Jeb states that there is a "golden" opportunity for mining stocks emerging out of the Eurozone crisis. While many people are concerned about going into the dollar and long term treasuries, the major mining companies are looking to transfer their growing cash positions into undervalued European natural resource assets. As the Euro sinks to new lows, capital is flowing into undervalued miners. Their costs are going down and are therefore driving potential profits up.
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Is The Resurrection Of Undervalued Miners in 2012 Beginning?

our sectors and recommendations are once again emerging from their long bases. Reiterating the long ascendance of these sectors, patience is paramount albeit painful. We have been advising our readers that this correction in commodities would be far from terminal and represents a classic buying opportunity.
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Gold, Silver and The Miners Will Rise Again in 2012

It should be mentioned that this entire decline is the possible result of an assault by market manipulators who have gone short on the traditional repositories of value, exactly at the end of the year, thinly-traded holiday period. The move to the downside is overextended and could indicate selling capitulation. There will be a turn around very soon. Shorts will cover. Gold and silver will rise again, benefiting the source of bullion, the gold (GDX) and silver (SIL) miners.
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Gold, Silver, Miners Finding Support Despite Gloom and Doom

The battlefields of mining equities (GDX) are awash in a sea of red. Yet we detect some positive developments to be used as milestones. Gold (GLD), Silver(SLV) and mining equities (SIL) are finding support despite all the doom and gloom and year end tax loss selling. This may qualify as a valid divergence from which a turnaround may occur. Whether such a turnaround represents a new bull market in mining stocks or just a relief rally remains to be seen.
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Year End Sale On Gold, Silver and The Mining Stocks

We are witnessing irrational prices characteristic of the end of the year tax loss selling. This should be regarded as purchasing plums and holiday gifts. The red that is seen on the screens may be the color of the week. The current coloration in the past has been subject to volatile change.
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Why The Smart Guys Are Buying Uranium Miners

Despite the underlying fundamentals, some of the prices of uranium mining equities are astonishingly cheap. For commodity investors looking for value there is no sector that has been so pummeled into oversold and ridiculously undervalued situations. Our focus is on U.S. near term producers and believe the bargain basement values now presented comes rarely...maybe once in a generation.
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