CHART OF THE DAY: 1,200 days of pain and counting on the TSX Venture
Biggest loss in the past 25 years.
Posts by Palisade Capital Corp:
Higher US dollar and lower fuel costs mean more profits for Australian miners
The US dollar has been on a tear. And for miners in certain jurisdictions, this has helped operators immensely, especially when coupled with lower fuel prices, which typically accounts for 15-20% of overhead.
2016 the year of the stream – gold, silver and copper
What was once considered a new and innovative way of raising money – the streaming deal has taken centre stage as companies are becoming more and more reluctant to issue equity weak market conditions.
The power of optionality
Gold has experienced a brutal sell-off in the past two weeks, down nearly $100 in that timeframe.
Current uranium market fundamentals strong – future is even brighter
With Japan finally restarting some of its nuclear reactor fleet (two reactors have come online since August) and China continuing its breakneck reactor build-out (with 29 reactors in operation and 22 under construction), the one commodity in the natural resource space that is actually carrying some positive fundamentals today is uranium.
Rate unchanged or rate increase – the gold rally is coming
Not surprisingly, the Fed kept interest rates unchanged and there will be at least another month and half of a zero interest rates.
Tommy Humphreys: An inside look: How mining titans like Giustra, Lundin, and Beaty are playing the downturn
Since Tommy regularly spends time with the sharpest minds of the natural resource sector (Lundin, Gisutra, Casey, etc.), we know how valuable his perspective is.
Doug Casey: likely to be a super-bubble in these crappy little mining stocks
“As we speak, in the end of 2014, I think we're pretty close to the edge of the precipice”
Jordan Roy-Byrne: Are Technicals Worth a Damn?
Technicals are just one tool to be used, with sentiment, history, and fundamentals as others.
David Miller: Exploring for Uranium in the Athabasca Basin
The short term pricing for uranium has little to no meaning right now.
Marin Katusa: the Putinization of resources
Marin discusses the life experiences and forces that shaped Vladimir Putin into the leader he is today.