Toll Milling in Mexico Could Generate Near Term Cash Flow

This junior miner just announced that they secured a 100 metric ton per day flotation plant which will immediately be used to offer toll milling to other miners in the area. At the same time revenues from milling could provide cash flow to develop the Las Cristinas Project where they are hitting on excellent drill results.
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Why These 2 Junior Miners Tripled in 2014 Despite TSX Venture Decline

After a great start in 2014, the TSX Venture which is the index largely comprised of junior miners has headed into negative territory in 2014 down 2% in 2014.  Don't be surprised to see the US multinational corporations face headwinds from dollar strength.  Already the Homebuilder ETF (XHB) is already rolling over and breaking below the 200 day moving average as US real estate becomes more expensive for overseas investors.  The financials could be the next one to correct. The rising dollar is putting pressure on commodities priced in dollars.  Gold and silver is struggling in new low territory.  However, some US focused mining assets critical for domestic manufacturing and industry could actually be an area of strength. Despite the major dollar rally and selloff in commodity related mining stocks, two of our featured companies have done exceptionally well this year up 308% and 231% in 2014.
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Strong Accumulation May Follow Selling Capitulation in Junior Gold Miners

Look for huge volume and accumulation in gold and silver and the junior miners over the next few weeks and in some high quality junior mining stocks. Selling capitulation followed by strong accumulation could be the indicator that the smart money expects gold and silver to bottom. The question for many is when this will occur. Do not forget we are seeing increased interest into the junior miners with oversubscribed financings. What is driving this investor demand for junior gold miners when gold and silver are testing and hitting new lows?
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Uranium Price Creeping Higher on Geopolitical Instability

A few months ago, I believed uranium would bounce off lows and make a powerful move higher. The spot uranium price is beginning a rebound rallying more than $3 per lb over the past few weeks. End users of uranium are concerned about geopolitical stability and are actively looking for safe and long term secure supplies of U3O8. Any hiccup in production could significantly impact global supply. Although there is abundant amounts of uranium in North America and Australia most of the production comes from unstable areas such as Kazakhstan, Niger and Russia. The recent sanctions with Russia could have a major impact on pricing. Russia through Rosatom operates Kazakhstan production which is the largest supplier of uranium to the world. Europe and the US are some of the largest consumers of nuclear and have relied on cheap Russian uranium for decades. What happens when the cheap uranium runs out especially at a time when demand is growing? A price spike with triples and quadruples in the junior miners.
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Junior Miners Holding Long Term Support, Bouncing Off 200 Day Moving Average

Despite the shorts in precious metals reaching record heights, the junior gold miners (GDXJ) continue to find support at the 200 day moving average, a critical area of long term support. This may be signaling to investors that gold may soon bottom around $1200 and that the major miners may start looking for economic deposits to replace current resources that are being exhausted. If you find quality gold properties near majors with top notch management with track records then you have a good shot to make a profit even through this historic bear market. For instance, about a month ago I sent out a report that the "Smart money is looking at the Cortez Trend". I highlighted a small junior company which just attracted one of the best mining explorers in the world to its board...
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Uptrend in Junior Gold Miners Forecasting Bottom In Precious Metals

The Post Labor Day rally in precious metals I expected has turned into the Post Labor Day Selloff for precious metals and many mining stocks.  Many investors came back from Labor Day and sold their precious metals in favor of the U.S. dollar.  This could be the worst possible trade right now.  This could be the shakeout before the breakout in the precious metals.  Generally this is a seasonally strong time for gold and silver.  We may bounce off new lows below $1200. Despite gold testing new lows, the junior miners are still in an uptrend since December of 2013.  Is the outperformance of the junior miners indicating that gold may bottom here around $1200?
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M&A In Junior Gold Sector Heating Up with Agnico Eagle Acquisition

I have been forecasting for many months that the majors will begin making acquisitions for high quality junior mining companies. Yesterday, major gold miner Agnico Eagle (AEM) agreed to buy early stage Mexican explorer Cayden Resources (CYD.V) for over $200 million in a friendly takeover deal. Agnico gets Cayden's two gold prospects near Goldcorp (GG). Cayden recently hit some good drill results and they announced some preliminary metallurgy, but it is a long way from being a mine. Personally I am quite surprised at Agnico's move. Cayden always appeared to me to be overvalued. I could argue that if recent drill results are worth over $200 million than explorers like Corvus and Canamex are significantly undervalued as their results may be much better as the drill results are better and they are in Nevada which is a much better jurisdiction then Mexico. Agnico may be up to something with Goldcorp. Do not forget Agnico outbid Goldcorp for Osisko and now Agnico comes into Goldcorp country in Mexico. Cayden borders Goldcorp in Mexico and seemed a likely Goldcorp takeover candidate. Agnico may be positioning itself for a merger with Goldcorp. It may be safe to say that Cayden is fairly valued at $200 million. With this recent deal I believe some of our featured juniors such as Red Eagle (RD.V or RDEMF) are significantly undervalued.
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Did Tesla Choose Nevada To Be Close To This Junior Lithium Miner Up 450% in Past Year?

For years I have been bullish on the growth of the lithium-ion battery in its use in smartphones, tablets, laptops and electric vehicles. It is becoming the battery of choice as the consumer looks to power up on the go. Weeks ago I wrote about a game changing M&A event that could spark a huge rally in the lithium and graphite sector. When Albermarle (ALB) paid $6.2 billion to buy Rockwood (ROC), the world's largest publicly traded lithium producer, I knew it was only a matter of time before our carefully selected junior miners get noticed by the smart money and large institutional funds. Now our feature graphite miner was just acquired. Is it just a matter of time before our featured lithium miner is taken over?
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Junior Graphite Miner in Mexico Bought Out by Flinders

For many weeks I have been alerting my readers to increased acquisitions in the graphite sector as Tesla announced big plans in the near term to build a gigafactory in North America to increase production of lithium ion batteries for electric vehicles. The announcement of a Tesla Lithium Ion Gigafactory in North America has jumpstarted the junior mining graphite sector as I predicted in this article more than two weeks ago. In the article, I stated that graphite is a large component of lithium ion batteries. The graphite miners are still undervalued and the M&A boom may be just beginning as there could be a major increase in demand for these batteries critical for cars, smartphones, tablets and laptops. The public is not yet aware about the exponential rise in demand for the lithium-ion battery sector which could more than double over the next ten years. A few weeks ago, I highlighted an unknown junior graphite miner, who already sold amorphous graphite in Mexico but took a huge leap forward when it acquired a Graphite Mine and Mill in Mexico. It was a past producer but shut down in 2002 when the Chinese knocked down the price of graphite. Now I see across the wires that it was bought out...
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Junior Niobium Miner On Verge Of Major Breakout On High Grade Assays

On April 4th, 2014 I highlighted to my premium subscribers an obscure junior niobium miner which many ignored and was trading at approximately $.26. Right now, the stock is on the verge of its next major breakout at $.80 as it hits the highest grade results to date. The company announced this past week niobium assays in excess of 3% this past week.
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