Has The US Economy Peaked?
Marc Chandler, Founder of the Marc To Market website and Managing Partner at Bannockburn Global ForEx joins me today to share his thoughts on the moves in rate hike expectations and the Fed Funds rate. This all ties into a discussion about the health of the US economy. With weak housing numbers and revenue misses there is a good chance the long awaited correction is coming. Just remember it doesn’t have to be a major economic collapse.
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Good one, thanks for the post.
The Platinum Opportunity – Part 1
BY John Ciampaglia – August 27, 2018
The Platinum Opportunity – Part 2
By Shree Kargutkar October 24, 2018
EX……..thanks for the post……you know I like Platinum…..been saying Platinum is cheap for a long time ….Look for a triple in the 7th ending….. 🙂
+3 & +7
Ditto OOTB, though I’m still an even bigger silver fan 🙂
Thanks for the info
(RZZ) Abitibi Royalties: Update on Canadian Malartic Mine Royalties
by @nasdaq on October 29, 2018
https://ceo.ca/@nasdaq/abitibi-royalties-update-on-canadian-malartic-mine-0aad9
That’s good for GZZ Golden Valley as well…..
EMX Royalty Receives Initial Cash Payment of US $65 Million From IG Copper’s Sale of the Malmyzh Project
by @newsfile on October 30, 2018
https://ceo.ca/@newsfile/emx-royalty-receives-initial-cash-payment-of-us-65
Is Americas Silver (USAS) (USA) Getting A Badly Mismanaged Treasure?
Oct. 24, 2018
“Despite that, I think that in this situation these red flags might become the catalysts for the deal to actually close. First of all, most of USAS management and BoD come from Barrick Gold, so their credibility is somewhat secured. It might be that this timing with Mr. Honig charges is actually what they want to help them get Pershing at the price close to all time low. After all, Relief Canyon has very promising statistics of NPV at $154m and IRR of 71% (even though it fell off considerably from 2016 NPV of $189m and IRR of 108%) at the gold price of $1200. It is expected to have an annual production of 91 koz/year with AISC of $800. Pro forma ownership will be: 64% for USAS and 36% for PGLC, whereas in regards to reserves PGLC is going to bring 635 koz of gold (51 Moz silver equivalent) compared to 95 Moz of USAS. So they are diluting themselves by 36% for the assets, which will make up 35% of the combined reserves. This does not look so great, however a major part of USAS’ portfolio currently consist of base metals, whereas the acquisition will pour substantially more precious metals into portfolio (from 23% to 61%). Relative analysis of EV/Reserves (USAS $1.59m/Moz Ag vs. $0.83m/Moz Ag of PGLC) also strongly suggests that Americas Silver is not overpaying.”
“From the PGLC side, the approval is almost secured with Barry Honig’s vote alone. Additional votes is not a problem, as PGLC shareholders should be seriously fed up with the value dilution they’ve experienced in the recent years and should welcome the change with open arms. Additionally this is the opportunity to completely separate themselves from Barry Honig.”
https://seekingalpha.com/article/4214033-americas-silver-getting-badly-mismanaged-treasure?page=2
(EXN) Excellon Adds Additional 31,000 Hectares on Northern Fresnillo Silver Trend
by @newswire on October 30, 2018
“We’re excited to start working on the Evolución concession, which is the product of extensive preparation over the past year,” stated Ben Pullinger, SVP Geology. “Looking under cover for blind deposits is the evolution of exploration in Mexico, with Hecla’s San Sebastian deposit illustrating this potential just north of us. We will shortly commence a regional mapping and geochemical program to develop exploration zones and drill targets.”
https://ceo.ca/@newswire/excellon-adds-additional-31000-hectares-on-northern
Marc made a comment about the banks getting paid for holding reserves. I have heard that this totals about a $38 billion gift to the banks. This was not paid before, but wast instituted after the great recession. How about a discussion about this gift to the banks from Cory and Marc.
ROSS BEATY: WE ARE STARTING ANOTHER LEG UP IN GOLD
Palisade Radio – 1 day ago
00:37 – Ross’s background with Equinox Resources.
01:20 – Building Pan American Silver.
02:15 – Bull market started end of 2015.
03:35 – Gold equities have been walloped.
04:30 – Early 2000’s gold rally impressions.
07:15 – Golds safe-haven status in financial meltdowns.
08:50 – His goal in starting Equinox Gold.
12:00 – How to build a mid-tier company.
14:40 – Jurisdictional challenges with California
18:00 – Picking assets to acquire as a mid-tier.
20:00 – Leverage and magnification in mining equities.
21:40 – Tips for investors capitalizing in this space.
https://palisaderadio.com/ross-beaty-we-are-starting-another-leg-up-in-gold/