Exclusive KE Report Commentary – Fri 6 Jan, 2017

Insights in zinc and seasonality this time of the year

The Resource Maven, Gwen Preston joins us today to shares one recent news out of the zinc sector and for a more broad comment on the increase in interest. It was a couple years coming with analysts pointing the upcoming shortfall of zinc production as a driver to price and over the past year it came to fruition. We also discuss the seasonality of metals this time of the year. Gwen explains what her data shows about overall performance in Q1.

Click download link to listen on this device: Download Show


Featuring:
Gwen PrestonCory Fleck
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Comments:
  1. On January 6, 2017 at 12:03 pm,
    CFS says:

    PDAC curse?

    • On January 6, 2017 at 5:13 pm,
      Excelsior says:

      Take advantage of the Q1 RUN! Then run from those positions before the PDAC, and before you get the nervous nellie runs…. 🙂

      In all seriousness, I really did enjoy this segment on Zinc and on the Seasonality factor of buying / rebalancing during December tax loss selling and then maximize the early year tradable rally in the miners.

      Hoping investors here on the KER were buying in December and enjoying the nice pops in the stocks the last 2 weeks. Fun times!

  2. On January 6, 2017 at 12:04 pm,
    Bonzo Barzini says:

    Hecla sells a lot of zinc and lead, as well as silver and gold.

  3. On January 6, 2017 at 12:30 pm,
    CFS says:

    The best undeveloped Silver-Zinc deposit is Canadian Zinc, but it was hopelessly mis-managed.

  4. On January 6, 2017 at 12:36 pm,
    james says:

    Cory diss a good interview ! Cool is the WAY ! BUY GOLD and ( SILVER ) !

  5. On January 6, 2017 at 12:57 pm,
    OOTB Jerry says:

    Shooting at the Ft.Lauderdale , Fl …airport…..5 dead several wounded. Airport in total lockdown.

  6. On January 6, 2017 at 1:26 pm,
    Excelsior says:

    Zinc Miners

    ALTAIR RESOURCES INCORPORATED
    AQUILA RESOURCES INC
    ARIZONA MINING INC
    AVRUPA MINERALS LTD
    BOLIDEN AB
    CALLINEX MINES INC
    CANADA ZINC METALS CORP
    CANADIAN ZINC CORPORATION
    CHIEFTAIN METALS CORP
    CONSTANTINE METAL RESOURCES LTD
    FORAN MINING CORPORATION (NEW)
    FORRESTER METALS INCORPORATED
    GLENCORE XSTRATA PLC (ST HELIER)
    GPM METALS INC
    HERON RESOURCES LIMITED HRR
    HUDBAY MINERALS INC
    INDEPENDENCE GOLD N.L.
    INZINC MINING LTD
    IRONBARK ZINC LTD
    IVANHOE MINES LTD
    KAZAKHMYS LTD
    KOOTENAY ZINC
    LUNDIN MINING CORORATION
    MARGAUX RESOURCES LIMITED
    MINFOCUS EXPLORATION
    MORUMBI RESOURCES INC
    NEVADA ZINC CORP
    NEVSUN RESOURCES LTD
    NYRSTAR NV
    OROSUR MINING INC
    PACIFIC RIDGE EXPLORATION
    PASINEX RESOURCES LTD
    RED RIVER RESOURCES
    ROX RESOURCES LIMITED
    SLAM EXPLORATION LTD
    SOLITARIO EXPLORATION & ROYALTY CORP
    STAR MOUNTAIN RESOURCES INC
    TARANIS RESOURCES INC
    TECK RESOURCES LTD
    THUNDERSTRUCK RESOURCES LIMITED
    TINKA RESOURCES LTD
    TREVALI MINING CORP
    VEDANTA LTD
    VENDETTA MINING CORPORATE
    YORBEAU RESOURCES INC
    ZAZU METALS CORPORATION
    ZINCORE METALS INCORPORATED

    • On January 6, 2017 at 1:28 pm,
      Excelsior says:

      There are obviously lots of Silver Miners like (USA) Americas Silver Corp, (AXU) Alexco, (EXN) Excellon, (IPT) Impact Silver (GPL) Great Panther Silver etc…. that have great zinc grades and credits as well, but I have them on the Silver Miners lists.

  7. On January 6, 2017 at 1:59 pm,
    Excelsior says:
    • On January 6, 2017 at 2:02 pm,
      Excelsior says:

      Yes, Vendetta Mining’s Pegmont Zinc project will be a mine.

      on 1 December, 2016

      https://www.caesarsreport.com/blog/vendetta-mining-has-now-completely-validated-its-geological-model-at-pegmont/

    • On January 6, 2017 at 2:54 pm,
      Excelsior says:

      Zinc fundamentals ‘absolutely fantastic’ says Tinka boss
      Published on Aug 31, 2016

      “There’s been a change of mood for the better in the mining sector says Graham Carman, Tinka Resources’ (CVE:TK) chief executive, especially among zinc explorers.”

      “As Tinka is readying to start drilling a potentially huge zinc deposit at Ayawilca in Peru, the timing could not have been better.”

      https://www.youtube.com/watch?v=xg7CjhWPHqg

      • On January 6, 2017 at 2:56 pm,
        Excelsior says:

        Here’s the Zinc Room over at CEO.

        https://www.ceo.ca/zinc

        • On January 6, 2017 at 3:09 pm,
          Excelsior says:

          Plenty of interesting content on there as you scan up through older comments…. I Zinc…

          • On January 6, 2017 at 3:11 pm,
            OOTB Jerry says:

            man you are working your arce off………appreciate all the hard a.. work……. CCF

          • On January 6, 2017 at 3:15 pm,
            Excelsior says:

            Thank you sir. I’m just passionate about Zinc miners moving forward, and some of the base metals just don’t get discussed often enough. While we were on the topic for today, it seemed like a good day to focus my thoughts on it for a moment.

            Cheers (and weekend beers) !!

          • On January 6, 2017 at 3:19 pm,
            OOTB Jerry says:

            cheers back at ya………..

      • On January 6, 2017 at 5:20 pm,
        Excelsior says:

        BTW – after listening to that interview with Tinka Resources, I went and checked their News flow, and they did in fact get their Environmental permit as projected….

        ______________________________________________________________________________

        Tinka Receives Eia Approval For Ayawilca Drill Program
        November 23rd, 2016

        “Tinka Resources Limited (TSXV: TK) (OTCPK: TKRFF) is pleased to announce that the Company has been notified by the Ministry of Energy and Mines in Peru that its modified Environmental Impact Assessment (“EIA”) covering a widespread and intensive drill program at the Ayawilca project has been approved. The modified EIA will allow the Company to drill from up to 79 drill platforms within the communities of San Juan de Yanacocha and Huarautambo. An additional 85 drill platforms will shortly be permitted on adjacent land owned by the community of San Pedro de Pillao. As previously announced in September 2016, the Company has formalized access agreements with all three local communities for a period of up to four years.”

        https://www.tinkaresources.com/news/tinka-receives-eia-approval-for-ayawilca-drill-program

        • On January 6, 2017 at 5:23 pm,
          Excelsior says:

          While I’m on their website, Tinka Resources had a nice Exploration campaign in December that produced some nice results.

          “Tinka Resources Limited (TSXV: TK) (OTCPK: TKRFF) announces the discovery of a new zinc prospect at “Pucarumi” located several kilometres northwest of the Company’s 100%-owned Ayawilca inferred zinc resource (18.8 million tonnes grading 8.2% Zn Eq) and within its existing mining claims in central Peru. High-grade mineralization grading up to 19% zinc and 8% lead occurs in two subparallel horizons at Pucarumi within Cretaceous age limestones over a strike length of 1.5 kilometres.”

          https://www.tinkaresources.com/news/tinka-discovers-new-high-grade-zinc-zone-at-pucarumi-area-dec2016

          • On January 6, 2017 at 5:24 pm,
            Excelsior says:

            I love it when a plan comes together….

          • On January 6, 2017 at 5:34 pm,
            Excelsior says:

            “We just closed an $11 million financing” CEO of Tinka Resources

            Published on Dec 27, 2016 – SmallCapPower

            https://www.youtube.com/watch?v=1M6_BMj_Qm0

  8. On January 6, 2017 at 2:07 pm,
    OOTB Jerry says:

    Time to play defense…….MIKe Belkin……KWN

    • On January 6, 2017 at 2:11 pm,
      Excelsior says:

      I’ll need to check that out, as Michael Belkin is an interesting guy and usually has good insights on market direction.

    • On January 6, 2017 at 3:08 pm,
      Excelsior says:

      OOTB….The Long….From Moscow…..The Claw…..

      You’ll like this Platinum chart that @Goldfinger posted today:

      @Goldfinger – “Platinum looks for real, $1010 followed by $1044, support at $952: ”

      http://cdn.ceo.ca/1c6u7ad-Platinum_Daily_1.5.2017.png

      • On January 6, 2017 at 3:14 pm,
        OOTB Jerry says:

        Looking good…….thanks……………The Long….

        • On January 6, 2017 at 3:16 pm,
          OOTB Jerry says:

          almost $100 swing…….888 to 980….

        • On January 6, 2017 at 3:19 pm,
          Excelsior says:

          It looks like a “W” shaped bottom for Platinum, which is one of the more solid bottoming patterns.

          Goldfinger seems to be in agreement with this chart that Peter Brandt posted recently:

          http://cdn.ceo.ca.s3-us-west-2.amazonaws.com/1c6oh6u-IMG_4740.JPG

          • On January 6, 2017 at 3:21 pm,
            Excelsior says:

            Here is a longer term Platinum:Gold ratio chart that shows just how far undervalued the Noble Metal is to the Yellow Metal.

            Typically Platinum trades at a premium to Gold in the 1.2-1.6 range, so a return to that mean makes sense, and there are not that many companies participating in this space to capitalize on that arbitrage.

            http://stockcharts.com/h-sc/ui?s=%24PLAT%3A%24GOLD&p=D&st=1990-01-01&en=(today)&id=p94318212452

          • On January 6, 2017 at 3:23 pm,
            OOTB Jerry says:

            a break out , above the down trend line……….thanks for the additional chart.

          • On January 6, 2017 at 3:26 pm,
            OOTB Jerry says:

            Thanks for the ratio chart…….

          • On January 6, 2017 at 3:37 pm,
            Marty says:

            Mark Fabre echoed the same sentiment ( like )about platinum on KWN

          • On January 6, 2017 at 3:50 pm,
            OOTB Jerry says:

            thanks Marty…….

          • On January 6, 2017 at 4:22 pm,
            CFS says:

            Many thanks for all your efforts, ExcelsiorMaximus

          • On January 6, 2017 at 4:31 pm,
            Excelsior says:

            Marty – Thanks for the heads up on Marc Faber’s views of Platinum.

            http://kingworldnews.com/marc-faber-if-you-want-to-make-a-fortune-this-year-buy-these-stocks/

          • On January 6, 2017 at 5:01 pm,
            Excelsior says:

            Ha! – Thanks CFS.

  9. On January 6, 2017 at 6:56 pm,
    Excelsior says:

    Gold price rally gains momentum
    Frik Els | a day ago

    http://www.mining.com/gold-price-rally-gains-momentum/

  10. On January 6, 2017 at 6:58 pm,
    Excelsior says:

    Golden Star Achieves Commercial Production at Wassa Underground Gold Mine
    Jan. 6, 2017 /CNW/ – Golden Star Resources Ltd. (NYSE MKT: GSS; TSX: GSC; GSE: GSR)

    https://www.juniorminingnetwork.com/junior-miner-news/press-releases/679-tsx/gsc/28004-golden-star-achieves-commercial-production-at-wassa-underground-gold-mine.html

  11. On January 6, 2017 at 6:59 pm,
    Excelsior says:

    Jaguar Mining Announces Successful Recommissioning of Mill #3 at Turmalina Gold Mine

    TORONTO, Jan. 5, 2017 /CNW/ -Jaguar Mining Inc. (TSX: JAG) is pleased to announce the successful recommissioning of Mill #3 at its Turmalina Gold Mine, in Minas Gerais, Brazil….

    https://www.juniorminingnetwork.com/junior-miner-news/press-releases/1044-tsx/jag/27975-jaguar-announces-successful-recommissioning-of-mill-3-at-turmalina-gold-mine.html

    • On January 6, 2017 at 7:06 pm,
      Excelsior says:

      “Jaguar Mining Inc. (TSX: JAG) is pleased to announce the successful recommissioning of Mill #3 at its Turmalina Gold Mine, in Minas Gerais, #Brazil…. “Turmalina is expected to process 533,000 tonnes of ore in 2017. Using only Mill #3, Turmalina will be able to achieve the entire through-put capacity of the plant with a lower operating cost, through electricity consumption savings, compared to using both Mill #1 and Mill #2 in 2016. Currently Mill #1 and Mill #2 at Turmalina have been taken off-line for maintenance and will be kept on standby mode. The reconstruction of Mill #3 will allow the processing plant to be run at a full capacity of 2,000 tonnes per day or approximately 720,000 tonnes per year in future years using a combination of mills.”

      Rodney Lamond, President and Chief Executive Officer of Jaguar, stated: “Jaguar has achieved another significant milestone with the recommissioning of Mill #3, which will increase daily processing capacity of the plant to 2,000 tonnes per day. We expect that the increase in process tonnage and lower operating costs for Mill #3 will positively impact Turmalina’s unitary costs. Mill #1 and Mill #2 are being reviewed for maintenance and will be kept on stand-by as a part of Turmalina’s long-term, organic growth strategy, and other opportunities in the Iron Quadrangle.”