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mining

Assessing where we are with gold and silver miners

Today, I'm at a hold on the majors - eyeballing some things to maybe get in more next week. I'm learning to be a lot more patient than I was when I first started this 3 years ago. Back then,... Continue Reading →

Silver Shorts – Is Newmont TRIPLE at $3000 gold? Fortuna a 10x?

I just saw a Larry Lepard post about Newmont being a double at $3,000 gold - but I had remembered some calculations I did awhile back in Excel on this. Let's face it, however, share prices are of value based... Continue Reading →

Questions about the energy cliff – what can be done? Can we push things to the right? I look at 10 items that one might pose to challenge the thesis

I am a HUGE fan of Steve St. Angelo. He might not know it from some of my follow up questions on Twitter on some things. This piece is a discussion about a lot of what he says - and... Continue Reading →

How long until silver goes “nickel”? Let’s take a look

I've given up putting a timeline on all of this, as it has become a fool's errand. But in my alternate life, where I get paid to do things - unlike this - which is a passion project, I have... Continue Reading →

Things I’m looking at for gold and silver miners right now – finding deep value in the sector

I cannot compete with Taylor Dart at Seeking Alpha with his analysis of the sector. While I find him maddening to say the least, he looks at things in depth and has an angle I often disagree with - but... Continue Reading →

Silver hits $17? What?

Some are forecasting lower metals prices ahead. It is HARD to disagree - as the level of tightening that is going on would indicate this to be the case. OK, so let's be GREEDY and go to Apmex and buy... Continue Reading →

Where do you put your money?

I had a conversation with an old friend of mine a few years ago where she continually asked - "but where do I put my money??" This was in response to looking around at the system and evaluating it had... Continue Reading →

How much does it cost to produce gold and silver? More than you think

Keeping this relatively quick for one of my posts. The answer is - I don't know - but I plan on trying to figure out a way that investors might be able to navigate this better than the AISC we... Continue Reading →

The catalysts for gold await

So I had someone ask me about pressure on the metals with the DXY continuing its murder streak, and I decided to take a peak. I know, I know - dollar "strong" bad for metals. You then look back to... Continue Reading →

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