A focus on silver, copper and gold
Craig Hemke joins us today to discuss the relationship between copper and silver with their recent moves up. We also chat about the COT reports showing net short positions by the commercials in gold and silver.
Click download link to listen on this device: Download Show
While listening to the interview here is a chart Craig sent us after recording. He notes that this explains the moves in gold after the Comex close. This is the gold and Japanese Yen charts. 
Franky thanks for the reminder about Integra Gold and this year’s 1 Million Dollar Gold Rush Challenge at PDAC!!!
Integra Gold had a really neat initiative to crowd-source how to solve mining their deposit at a very public forum…. The PDAC. They had 1300 entries and the top 5 are going to debate Rob McEwen (who did this same crowd source challenge at Gold corp), Brent Cook (exploration insights), Randy Smallwood (Silver Wheaton), Chantal Gosselin (mining engineer) and Sean Roosen (Osisko) @ PDAC.
__________________________________________________________________________
(for anyone that has not seen this yet – click the banner on their site for the video)
Doc – since you brought up Nickel you may want to check out Polymet MIning (PLM)
One of my holdings (PLM) is a company I liked originally for the PGM content, but their asset has great Nickel and other Base Metal credits.
I believe Glencore may acquire Polymet Mining at one point in the next 1-2 years.
Polymet Mining blurb:
“Our NorthMet ore body is located immediately south of Northshore Minings active Peter Mitchell iron ore mine, on the eastern end of the Mesabi Iron Range in northeastern Minnesota in a geologic formation known as the Duluth Complex. NorthMet is one of several known but undeveloped copper-nickel-platinum-group-metals (PGM) deposits along the northern margin of the complex.”
Another PGM play with a large Nickel credit is Wellgreen Platinum. They’ve had some changes to their management team and their share price has absolutely tanked, but fundamentally, they have an amazing world-class ore body, and they’ve had exploration results that are mind-blowing.
About Wellgreen Platinum
Wellgreen Platinum is a Canadian mining exploration and development company focused on the active advancement of its 100% owned Wellgreen platinum group metals (PGM) and nickel project. Located in the Yukon Territory of Canada, the 2015 PEA demonstrated that the Wellgreen PGM and nickel project has the potential to become a large, low cost, open pit producer of platinum, palladium, gold, nickel, and copper. The Wellgreen property is accessible from the paved Alaska Highway, which leads to year-round deep sea ports in southern Alaska.
The Company is led by a management team with a track record of successful large-scale project discovery, development, financing and operation. Our vision is to create value for our shareholders through development of the Wellgreen deposit into a leading North American PGM and nickel producer.
http://www.wellgreenplatinum.com/pdf/Wellgreen_Platinum_Corporate_Presentation.pdf
Here’s another explorer, Balmoral Resources, that has a Nickel-Copper-PGM deposit, and then a separate Gold deposit.
Here is the Corporate Presentation for Balmoral Resources:
http://www.balmoralresources.com/assets/docs/ppt/presentation-20160113140135.pdf
I’ll throw out one more idea: Metals X in Australia.
They are one of the largest Tin producers on the planet, but they have substantial Nickel and Gold assets as well. They bought out 2 different positions in prior Australian gold companies that I held and that is how I became a shareholder.
Here’s a Corporate Presentation on the Metals X – Nickel Division:
http://www.metalsx.com.au/system/assets/26/original/Nickel_Division.pdf
Here’s a Corporate Presentation on the Metals X World class Tin Division:
http://www.metalsx.com.au/system/assets/27/original/Tin_Division.pdf
Here’s a link to the various Gold mines and Gold assets that Metals X has acquired:
ONLY GOLD ! INTEGRA GOLD ! https://vimeo.com/157374110/cde63472b1