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  • New Seizures By Morales Highlight Bolivia Risk [View article]
    Dr. Lew? Treasury Sec. is merely a facilitator between the banks and the govt. It's his job to be "cozy" with the banks.
    Jan 10 12:29 PM | Likes Like |Link to Comment
  • Mining Stocks And Resource Nationalism [View article]
    I refer you to my copper article, the one in which I write, "Even in supposedly friendly mining jurisdictions like Canada, Taseko is struggling with labor disputes and First Nations' objections, while Teck has been frustrated by environmental opposition."
    Perhaps my Toronto bosses missed that one.
    Jan 4 09:00 PM | Likes Like |Link to Comment
  • Have Uranium Miners Hit Rock Bottom? [View article]
    Thanks for your comment.
    Denison has been hit hard by the drop in uranium. Their stats are terrible, but they have practically no debt.
    I don't anticipate production from them, but maybe an expansion of their environmental and decommissioning services. They subcontract for the likes of Vale, BHP and Rio in that regard. If not bought out, they could find a comfortable niche market if they chose that path.
    Jan 4 01:00 PM | Likes Like |Link to Comment
  • South Africa's Golden Tightrope [View article]
    If you were aware of facts, you would know that South Africa is no longer the premier gold producer.
    Instead of disjointed ranting about "masters" and "elites", cite some sources if you are going to continue with these aspersions, please.
    Jan 4 12:42 PM | Likes Like |Link to Comment
  • South Africa's Golden Tightrope [View article]
    Thanks, that was brilliant.
    Jan 4 11:22 AM | Likes Like |Link to Comment
  • Whither Copper? [View article]
    I think it will flop. And do you really think that their copper holdings will be physical? Just like SLV, right?
    Jan 4 11:20 AM | Likes Like |Link to Comment
  • Whither Copper? [View article]
    It's interesting to note that 95%-copper pennies (some '82 and before) have a current melt value of 2.46c.
    Jan 3 11:20 AM | Likes Like |Link to Comment
  • Have Uranium Miners Hit Rock Bottom? [View article]
    Thanks Jock,
    Regarding ggg.ax, I don't know too much about them, except to say that any project in Greenland would be heavily capital intensive on account of limited infrastructure and foreign workers would need to be shipped in. Its books are a mess, but who knows? Maybe Cameco will come along and buy it. But honestly, I have no opinion.
    Cameco is consolidating and given the uranium market, it's doing fine. It will be in a great position with low debt if uranium prices increase. Best of luck.
    Jan 3 07:45 AM | Likes Like |Link to Comment
  • Have Uranium Miners Hit Rock Bottom? [View article]
    Yes, and for good reason.
    Jan 3 02:29 AM | Likes Like |Link to Comment
  • Have Uranium Miners Hit Rock Bottom? [View article]
    Their books look quite poor, especially that negative return on equity.
    Jan 3 02:28 AM | Likes Like |Link to Comment
  • South Africa's Golden Tightrope [View article]
    Thanks for the link!
    Jan 2 11:22 PM | Likes Like |Link to Comment
  • South Africa's Golden Tightrope [View article]
    HMY ? Please. They just lost 25,000 ozt Au !
    http://on.mktw.net/UlzcVR
    Jan 2 11:21 PM | Likes Like |Link to Comment
  • Have Uranium Miners Hit Rock Bottom? [View article]
    Thanks for your input.
    With limited fossil resources, what type of fuels would you think could replace them in the future? The developed world isn't faced with giving up its electricity right now, but future fuel, hence power, shortages would, in my opinion, be a game changer. It is easy for comfortable people to say, "we can do without", but faced with that immediate prospect, it would be different.
    I will check the HEU numbers.
    Thanks again.
    Jan 2 11:00 PM | Likes Like |Link to Comment
  • Have Uranium Miners Hit Rock Bottom? [View article]
    Excellent comment, thank you.
    Jan 2 10:49 PM | Likes Like |Link to Comment
  • New Seizures By Morales Highlight Bolivia Risk [View article]
    Ad hominen ...
    Good luck with your trades.
    Jan 2 11:05 AM | Likes Like |Link to Comment
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57 Comments
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