Sufiy
Sufiy
Send Message
Sufiy
Stop FollowingSufiy
View as an RSS Feed
COMMENTS STATS
351 Comments
119 Likes
Sufiy
Stop FollowingSufiy
Rob McEwen With Ace In Hole Eyes S&P 500 [View article]
Action with McEwen Mining was quite interesting this week and, particularly, on Friday. Stock has refused to follow the Gold that day and stubbornly was climbing higher all day. Rob McEwen was making some of his magic on Thursday at the conference call after the Q1 update and McEwen Mining Shareholders meeting will be taken place next week. Chief Owner has promised release from one of the exploration program before it and Los Azules new resource estimate is due by the end of May. According to his facebook page, Rob was on the road last few weeks talking to numerous Investment Banks.
TNR Gold - McEwen Mining: "Los Azules Copper final bids are due late Q2" MUX, TNR.v
Talking about Los Azules Rob McEwen has confirmed the very important information about Rock Glaciers on the property. According to him there is No White Glaciers, there are some Rock Glaciers and they are not affected by the development of Los Azules and only one historical access road "has cut thought the corner" of one of the rock glaciers.
Deposit is growing in size, there is a new emerging potential Copper Trend and final drill results from the recently finished exploration program will be released with the new resource estimate by the end of May...
http://bit.ly/11vicWo#
A Review Of McEwen Mining: Any Value? [View article]
Gold Melt Down stage 2 did not happen on Friday even with US Dollar popping up on Yen 100 line breakdown. After initial dive Gold has recovered very nicely in the second part of the day. Every hedge fund manager and their grandmother are Short Yen now. We will caution them that Apple style blood bath could be just around the corner.
Any thought about FED even just "considering the limiting of the Drug Supply" is totally unbearable for the Wall Street now, divergence between the Market and Real Economy is just frightening. So we guess that Mouth Open Committee will be preparing for the Operation Withdrawal like for the Second Coming. There will be a lot of talk, some faith and it will be going for a long, long time...
Meanwhile China will graciously accept all the Gold thrown in the market.
http://bit.ly/11vicWo#
Top Gold And Silver Mining Picks By Legendary Fund Managers [View article]
Now you can slice and dice it: what will be the price for Los Azules and what will be the effect on McEwen Mining and, particularly, TNR Gold valuations and market caps. All slides are from McEwen Mining presentations.
http://bit.ly/11mEpWE#
A Review Of McEwen Mining: Any Value? [View article]
It was quite a week for Gold. Goldman Sachs and JP Morgan, must be after reading our entry on Gold this week, has delivered Jim Puplava's "Puke Moment" for all Gold market investors. Gold is Trashed, all stops are taken over. We will look this weekend into the actions behind the scene and particularly who was selling and who is buying. Stay tuned...
"Nobody likes Gold any more. Soros is proclaiming that Gold "has failed to act as The Safe Heaven", Gold Bugs are shattered with all Gold Miners' Write Downs and Junior Miners are plain dead wood in the water without any chance of financing. It looks like BOJ and Bernanke with FED will start to print Gold any moment now and nobody has any guts to call the Bottom any more."
McEwen Mining is building up the very strong reversal with Double Bottom and First low formed in May 2012 and Second low forming now with the resent retest of Rights Offering level of 2.25 area. Should our observations be in agreement with the Mr Market's mood, McEwen Mining will depart from the misery and will take TNR Gold on the ride with it as well very soon. Los Azules Copper development can provide enough catalyst for both companies to enjoy the ride with the Gold and Junior markets reversal winds in the sails. Only the best will survive and only particular special situations like these ones will provide the necessary "cushion of safety" in these very risky propositions.
http://bit.ly/156JIJP#
McEwen Mining Poised To Rally Sharply Higher [View article]
http://bit.ly/14RaWnF#
It's Time To Bet On Rob McEwen [View article]
http://bit.ly/14RaWnF#
It's Time To Bet On Rob McEwen [View article]
Los Azules Copper project is growing larger with every reported drill hole, new metallurgy tests and expanded copper resources will provide the basis for the new PEA of the project later this year. TNR Gold is talking now about the part of the newly found to the West of the previously known deposit by McEwen Mining - "Potential New Copper Trend" going on the Northern Part of the deposit, which is subject to TNR Gold's Back-in Right. Deeper Copper mineralisation is apparently found as well on TNR Gold's Back-In Right properties.
More on the TNR Gold back-in right in Los Azules:
http://bit.ly/14RaWnF#
McEwen Mining Poised To Rally Sharply Higher [View article]
Los Azules Copper project is growing larger with every reported drill hole, new metallurgy tests and expanded copper resources will provide the basis for the new PEA of the project later this year. TNR Gold is talking now about the part of the newly found to the West of the previously known deposit by McEwen Mining - "Potential New Copper Trend" going on the Northern Part of the deposit, which is subject to TNR Gold's Back-in Right. Deeper Copper mineralisation is apparently found as well on TNR Gold's Back-In Right properties.
http://bit.ly/14RaWnF#
Did Gold And Silver Junior Mining Stocks Just Bottom? [View article]
Shorts are not feeling comfortable with McEwen Mining any more. Stock is forming the Double Bottom Reversal on the technical side and fundamentals should support this development further now. At the end of February the total short position was reported at the magnitude of 29 million shares, it will be the fuel to clear the 3 dollar level now. As you know, we are particularly interested in Los Azules and TNR Gold's Back-In Right into that World Class Copper project. It will be the next Catalyst for both companies. At the moment market is pricing Los Azules at almost zero for both companies. Any positive developments over there will ignite the short covering rally in McEwen Mining and will reposition TNR Gold valuation in the market place as well.
http://bit.ly/12NRmc9
McEwen Mining (MUX -2%) is initiated with a Buy rating and $3.75 price target at Stifel Nicolaus, which says MUX is entering a period of accelerated production growth from a recent 10% increase in throughput capacity at its San Jose mine, ramping up of gold production from El Gallo Phase I, and development of both El Gallo Phase II and Gold Bar. [View news story]
Nobody likes to ride the roller coaster which you see on the chart above. Nobody loves Gold any more, "economy is improving", "there is no place for Gold in expanding economic phase" and All Junior Miners are Slaughtered. We have the perfect set up for the new Bull Leg up in Gold and, particularly, in junior miners. Not everybody will survive, only those who have real assets, teams and shareholders backing them will prosper again.
We are following McEwen Mining and TNR Gold story for a long time, we call what we think is right and what is wrong and it is only our opinion, as usual. Nobody can suspect us in the particular blind love to Rob McEwen. All the perceived by us negatives has brought McEwen Mining to the levels where it is at the moment and now it is the time for Rob McEwen to shine again. It is always a probability game, we will just share our logic: why we think he can produce the most impressive turn around in the Gold Miners market place now.
http://bit.ly/15cDLIS#
Precious Metal Miners With Exposure To Argentina [View article]
http://bit.ly/WKtPml#
McEwen Mining (MUX -2%) is initiated with a Buy rating and $3.75 price target at Stifel Nicolaus, which says MUX is entering a period of accelerated production growth from a recent 10% increase in throughput capacity at its San Jose mine, ramping up of gold production from El Gallo Phase I, and development of both El Gallo Phase II and Gold Bar. [View news story]
Now there is a truly elephant copper discovery in the making with 18.4 billion lb of Copper reported in all resource categories at Los Azules. We can expect very aggressive push from McEwen Mining to market Los Azules and, hopefully, newly discovered mineralised trend and mineralisation at depth will bring this deposit even higher in its world wide ranking.
http://bit.ly/VJrtSl#
EV Investors Can Learn From Boeing's Battery [View article]
Tesla Motors:
PANASONIC ENTERS INTO SUPPLY AGREEMENT WITH TESLA MOTORS TO SUPPLY AUTOMOTIVE-GRADE BATTERY CELLS
TUESDAY, OCTOBER 11, 2011
Panasonic supplies cells with the highest energy density and industry-leading performance using its nickel-type cathode technology. Panasonic and Tesla together have developed a next-generation battery cell based on this nickel chemistry and optimized specifically for electric vehicle quality and life. These new cells will combine with Tesla’s proven EV battery expertise gained from more than 15 million customer miles driven in Tesla Roadsters and thousands of hours of cell and battery testing to create the most capable electric vehicle ever produced, Model S.
http://bit.ly/11zskXU#
EV Investors Can Learn From Boeing's Battery [View article]
Please note that according to the reports: Tesla Motors uses Panasonic's "next-generation battery cell based on this nickel chemistry and optimized specifically for electric vehicle quality and life."
"Security in any airplane is the paramount concern - we are very surprised to read John's findings. LCO batteries with LiCoO2 chemistry are the most aggressive choice for the battery, when Cobalt has the risk of being easily oxidised with the huge amount of energy released. We will be very surprised if it is the case with Boeing 787 Dreamliner - automakers started to move away from this chemistry long time ago."
http://bit.ly/11zskXU#
McEwen Mining: A Gold Growth Play [View article]
Some numbers: Los Azules: What is it Worth? McEwen Mining $MUX TNR Gold TNR.v