More cogent insights from Matt Geiger regarding the uptick in Mergers and Acquisitions in the mining sector from that interview with Kerem linked above:

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The second and more persuasive piece of evidence is that the M&A activity surrounding companies such as Arizona Mining, Nevsun, Novagold, Peregrine and Northern Empire indicates that we are still in a bull market. I mentioned that we were seeing an increased appetite for strategic investments into earlier stage juniors led by major miners such as South32, Newcrest, and Goldcorp. I then commented that this trend was sustainable and that “more deals are coming, and soon.”

“The article was published in mid August and I think the thesis has been supported by what’s happened in the weeks since. Most notably, the M&A activity has only picked up in intensity. In mid September, we saw Ross Beaty-led Equinox Gold pay $158m for New Gold’s producing Mesquite Gold Mine in California. Less than a week later, Barrick Gold announced the acquisition of Rangold in a mammoth $18.3b deal. On the same day, Great Panther announced an all-share takeover of ASX-listed Beadell Resources. Just this week, Americas Silver announced an all-share takeover of Pershing Gold. We’ve also seen SolGold hit a 52-week high as takeover rumors swirl around the company’s Cascabel Project.”

Gold Settles Higher for the Week, But Lower for the Day

Gary Wagner – October 19, 2018 #TechnicalAnalysis #Charts #Video

https://thegoldforecast.com/video/gold-settles-higher-week-lower-day

There was an odd jump up over $16 in Silver if this Kitco chart is accurate.

Maybe just showing us there is still a pulse… not dead yet?

http://www.kitcosilver.com/charts/24hoursspot.html

Everybody Loves A Winner But What Do We Do About The Losers?

by @Goldfinger on October 18, 2018

“Another concept that I believe is important to understand is that by the sheer nature of the junior mining sector there will always be big losses from time to time, it’s simply the nature of the beast. I watched an excellent presentation by Joe Mazumdar at MIF in which he pointed out that Eric Sprott’s portfolio has quite a wide variance of outcomes, and then his own portfolio from Exploration Insights showed returns ranging from -86% on the worst investment to a gain of more than 1200% on the best. Risk is the nature of the resource exploration sector and there are ways to manage it more effectively, but there is no way to avoid it completely.”

> “Exploration is high risk/high reward, you can make a lot of money in two months and lose a lot of money in ten months.” ~ Joe Mazumdar

“What should you do with positions that are showing large losses that you’ve been hanging on to for a long time (more than a year)? I like to review my portfolio quarterly and ask myself why I own each and every stock that’s in there. If the best answer I can come up with is that the stock is down a lot and “it’s got to bounce at some point” then that’s a sign to me that it’s time to make a sacrifice to the market gods and sell this position. Try it, you will probably feel lighter and breathe easier after you exit a position that’s been both weighing on you emotionally and financially. ”

“There is also an opportunity cost to holding a losing position, there are other opportunities in which one can invest that capital. Moreover, cash is a position too, a position which gives one more optionality in the future. Finally, remember that your cost basis doesn’t matter much. What matters is where the stock is trading now and what the real potential is from here going forward. Every moment in the market is unique, and the past has already happened. What is the potential from here on out? What is the risk?”

“Juniors are “burning matchsticks” and the longer it takes for a company to make a discovery or advance their projects, the worse it is for shareholders (more money spent, more share dilution, etc.). Have a plan and be conscious of risk as well as the value of time. Update your plan periodically and check in with why you own the stocks you own…”

https://ceo.ca/@goldfinger/everybody-loves-a-winner-but-what-do-we-do-about-the-losers

Brien Lundin – Expect Gold & Gold Stocks to Go Up, While S&P Moves Down

by @PalisadeRadio on October 21, 2018 #AudioInterview

“Brien feels that we are on the verge of an upswing in the metals, that any large stock market declines will likely result in Fed easing, and that the copper and zinc markets are looking good right now.”

https://palisaderadio.com/brien-lundin-expect-gold-gold-stocks-to-go-up-while-sp-moves-down/

URANIUM SERIES PART 5: CHANGES COMING WITHIN THE US URANIUM MARKET
George Glasier – Audio Interview – PalisadeRadio – 3 days ago

“George discusses the section 232 petition and why its important for U.S. uranium resource holders. Last year the U.S. produced a mere 2 million pounds while consuming over 50 million. The petition asks that 25% of U.S. commercial utility demand be filled by U.S. sourced uranium. That means 12+ million pounds may be required. The Department of Commerce is reviewing the petition and will make a recommendation next year to the President.”

“Mr. Glasier outlines what is required for production to resume. It requires a new contract commitment for vanadium near current pricing. The big question with vanadium is what is the sustainable long-term price level. He notes that the price of uranium continues to move upwards due to production cutbacks.”

https://palisaderadio.com/george-glasier-uranium-series-part-5-changes-coming-within-the-us-uranium-market/

U.S. EPA withdraws proposed Obama-era rule change for Uranium mining

Fri, 19 Oct 2018 – Reuters

“The decision is the latest by the Republican Trump administration to roll back environmental rules promoted by former President Barack Obama, a Democrat.”

“EPA’s acting administrator Andrew Wheeler cast the proposed rule change as “unnecessary and punishing” on uranium producers.”

“The Nuclear Regulatory Commission has regulated in situ uranium recovery for nearly 40 years. The agency has never found an instance of ground water contamination that would be addressed by this rule,” Wheeler said in a statement.

“The National Mining Association (NMA) hailed the decision.”

“The rule “failed to articulate a risk that justified the rulemaking, ignored the need for a realistic cost-benefit analysis, and underestimated compliance costs and impacts to small businesses,” NMA President Hall Quinn said. (Reporting by Humeyra Pamuk; editing by Grant McCool)”

https://www.cnbc.com/2018/10/19/reuters-america-u-s-epa-withdraws-proposed-obama-era-rule-change-for-uranium-mining.html?__source=sharebar|twitter&par=sharebar

Joe Mazumdar, co-editor at Exploration Insights, discusses Roxgold.

Tue, Oct 16, 2018 – BNN Bloomberg

https://www.bnnbloomberg.ca/video/joe-mazumdar-discusses-roxgold~1515530

Well stated.