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David Collins  

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  • High-End Retail Ain't Easy [View article]
    Interesting that these negatives are largely mitigated in the multichannel retail model with companies like $LINTA $HSNI $VVTV that reach customers via TV, the Internet, mobile and social media - and can centralize inventory, shipping, buying, etc.

    With consumers increasingly comfortable with "remote" shopping, this value-added model that brings the experience to the customer when and where they want - makes a lot of sense.

    We represent ValueVision Media in their IR efforts.
    May 31, 2013. 11:58 AM | Likes Like |Link to Comment
  • High-End Retail Ain't Easy [View article]
    Interesting that these negatives are largely mitigated in the multichannel retail model with companies like $LINTA $HSNI $VVTV that reach customers via TV, the Internet, mobile and social media - and can centralize inventory, shipping, buying, etc.

    With consumers increasingly comfortable with "remote" shopping, this value-added model that brings the experience to the customer when and where they want - makes a lot of sense.

    We represent ValueVision Media in their IR efforts.
    May 31, 2013. 11:58 AM | Likes Like |Link to Comment
  • 2 Energy Stocks And A Gold Miner With Recent Intensive Insider Buying [View article]
    The last two days have been encouraging for Nevada gold miner Klondex mines, including today's drilling results for a new west zone. Stock is making you look good! $KDX on the TSX and $KLNDF on the OTCQX
    May 30, 2013. 04:27 PM | Likes Like |Link to Comment
  • 2 Energy Stocks And A Gold Miner With Recent Intensive Insider Buying [View article]
    The last two days have been encouraging for Nevada gold miner Klondex mines, including today's drilling results for a new west zone. Stock is making you look good! $KDX on the TSX and $KLNDF on the OTCQX
    May 30, 2013. 04:27 PM | Likes Like |Link to Comment
  • 2 Energy Stocks And A Gold Miner With Recent Intensive Insider Buying [View article]
    Thanks for the mention on our client, Klondex Mines TSX: KDX ( $KDX.CA) & OTCQX: KLNDF and its Fire Creek Nevada gold & silver project.

    Beyond insider buying, Klondex is slated to report an updated resource and initiate bulk sampling production of gold/silver in the next few months.

    Klondex is one of a small group of gold miners that are positioned to produce gold profitably at much lower gold prices - even below $1000 - but of course we are rooting for prices going the other way over the long term!

    The trick is in having grades that are economic at lower gold prices. A few grams per ton doesn't cut it at lower prices - so you need higher grades to make money.

    If you look at Klondex's May 2011 resource estimate, you'll see that at a 7 gram cutoff - which is around 1/5 of an ounce, they have over 1.2M indicated ounces of gold vs. 1.6M indicated ounces of gold at a 4 gram cutoff (same sort of thing for indicated ounces). That gives you a window on the strength of the resource. [Note: "Indicated" is a Canadian classification that requires more data/confirmation to reach the classification; inferred is a less stringent standard and therefore less reliable. Klondex has 0.46M ounces of gold on an inferred basis and a 4 gram cuttoff]

    Klondex will have three mine plans that reflect three different gold prices. Of course, the lower the gold price, the lower the # of economic ounces - but the gold that is not mined will remain for production if and when gold prices rebound.

    CEO Paul Huet has great experience so he understands the need to have differing mine plans and to respond quickly to major pricing changes so that a mine remains as profitable as possible, while also ensuring the lower grades are not "sterilized" by mining activity.

    Also, don't forget the silver as Klondex has about 1-1 gold to silver ratio in its resource -which will help offset production costs.

    Thought this would be helpful.
    Apr 16, 2013. 10:28 AM | Likes Like |Link to Comment
  • Gold Miners Have Reached Their Downside Targets: Upside Ahead? [View article]
    $KLNDF.PK Klondex Mines today announced a toll milling agreement with Veris Gold $YNGFF.OB for its Fire Creek Nevada gold and silver project slated to initiate bulk sampling in 2H 2013 http://yhoo.it/YQqmEE
    Apr 2, 2013. 11:41 AM | Likes Like |Link to Comment
  • Analyzing Atna And Veris Gold Tolling Agreement [View article]
    $KLNDF.PK Klondex Mines (also TSX: KDX) announced Toll Milling agreement today with Veris Gold $YNGFF.OB for Klondex's Fire Creek Gold & Silver Project in Nevada http://yhoo.it/YQqmEE
    Apr 2, 2013. 11:38 AM | Likes Like |Link to Comment
  • Gold Miners Have Reached Their Downside Targets: Upside Ahead? [View article]
    Appreciate the mention of our client Klondex Mines $KDX.CA and OTCQX: KLNDF and its Fire Creek gold project in Nevada.

    A few additional points/clarifications:
    *the fund raising grossed C$23M with the exercise of the Agent's option;
    * KDX's resource average grade is 9.9 gpt for indicated and 8.2 gpt for the inferred resource, with a 4 gram cutoff as stated
    * KDX is working on an updated resource which will include 2011, 2012 & year-to-date 2013 drilling, and a more stringent modeling methodology by Micon International.
    * CEO Paul Huet ran Newmont's Midas Mine and started up Great Basin's Hollister Mine, both high-grade underground gold mines similar in geology to Fire Creek and on the Northern Nevada Rift gold trend.
    * Larry Phillips, co-founder and former EVP & General Counsel at IAMGOLD $IAG, joins Klondex as Chairman effective April 1st.
    Mar 22, 2013. 02:42 PM | Likes Like |Link to Comment
  • The Truth About Robin Raina's Ebix: Part I [View article]
    Seeking Alpha Declined to publish my two articles on the Gotham City EBIX Smear - so rather than try to please their moving standards, I have published them myself:

    EBIX – Analyst at $11B Fund Counters Gotham Smear
    http://bit.ly/15AQGW4

    1st Copperfield, Now Gotham City – Anonymous EBIX Attacks Veiled As Research
    http://bit.ly/ZnfXPh
    Feb 22, 2013. 10:56 AM | 8 Likes Like |Link to Comment
  • The Truth About Robin Raina's Ebix: Part I [View article]
    I have submitted an article on $EBIX to SeekingAlpha, as I did post Copperfield. It took SA about two days to vet my article last time, while the share price was under attack. I trust they move more quickly this time.

    David
    Feb 21, 2013. 02:07 PM | 6 Likes Like |Link to Comment
  • The Truth About Robin Raina's Ebix: Part I [View article]
    I would just say that 1) it's very easy to sling mud when you don't identify yourself - the Gotham City Research website seems constructed solely to host this "report" and has not provided any "research" on any other companies, 2) this article is quite reminiscent of previous smear campaigns that were very successful in causing EBIX shares to fall even though the business has continued to generate substantial cash, and 3) Further, last month the SEC issued a "We have completed our review of your filings" letter for EBIX's 2010 and 2011 10-Ks - link to letter: http://1.usa.gov/VOEVdi

    I'll continue my rebuttal in a separate SA article.
    Feb 21, 2013. 10:33 AM | 14 Likes Like |Link to Comment
  • Christopher Welch: Searching For A Perfect 10 In Miners [View article]
    Klondex Mines Ltd. (TSX: KDX and OTCQX: $KLNDF.PK has focused on Nevada gold with its Fire Creek property in N. Central Nevada. Klondex today (while our markets were closed, because of a Vancouver Gold Conference today) reported the discovery of a new zone with visible gold and an assay of 123.9 gpt (3.6 oz/ton) over 1.5 Meters (5 feet). Klondex is permitted, funded and moving toward an updated resource report and the start of initial production through its existing underground decline, by year end, making it worth a closer look. http://bit.ly/5m5LSz
    Jan 21, 2013. 06:20 PM | Likes Like |Link to Comment
  • 3 Stocks With Recent Intensive Insider Buying [View article]
    Thanks for the commentary on VVTV; we represent them in their IR efforts so let me know if you have questions.

    David Collins
    Catalyst Global
    212 924 9800
    Jan 15, 2013. 02:54 PM | Likes Like |Link to Comment
  • Understanding Ebix's Growth Strategy [View article]
    Love the fresh look at the EBIX story and the value creation from the acquisition program. Much appreciated. It's interesting how Wall Street rewards companies that bulk up on highly compensated sales forces - who expand the business - yet looks askance at companies that leapfrog that approach via M&A. Seems if the revenues actually stay with you - it's really about the cost - and EBIX seems to be doing well on that front. We can't have too much inquiry and dialogue on these issues to help this story gain visibility and credibility.
    Jan 4, 2013. 04:15 PM | 4 Likes Like |Link to Comment
  • A 5% Small Cap Dividend Payer [View article]
    Singular Research does a nice job of coverage on this name, under their analyst William Jones. FYI $BLX
    Aug 29, 2012. 09:04 AM | Likes Like |Link to Comment
COMMENTS STATS
105 Comments
97 Likes