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The Prof

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  • Gold Mining Stocks, The Rock And A Hard Place [View article]
    Alluded to, if not directly stated: If you are going to buy gold-mining stocks, buy those of companies in the US. With gold at 72.6% of reserves (for the US) versus 5.7% and .2% (for Australia and Canada, respectively), the implication is that the US is less likely to nationalize gold miners than is Australia and Canada. And that's supported by the fact that the governments of Australia and Canada are more "left" than the US...for now.
    Nov 23, 2015. 10:08 AM | Likes Like |Link to Comment
  • Sandstorm Announces Blockbuster Streaming Agreement With Yamana Gold: Taking A Deeper Look [View article]
    The former Wonderkid goes almost all in on another deal that gives the company further exposure to political risk in Argentina where his "luck" hasn't been so good. Why no mention of political risk in this article, or did I miss it by reading too fast? I know, I know, there's an election, but the fact remains, it's a high-risk jurisdiction, has been and will be for as far as the eye can see (except for Watson's eye). Use up the cash and the line of credit, and dilute the shareholders, and leave the company hand me the dice.
    Oct 27, 2015. 02:06 PM | 2 Likes Like |Link to Comment
  • Silver Wheaton gets reassessment notices from Canada tax authorities [View news story]
    How long before they drop their Canada "citizenship" and settle in another country? It should be easy to do, they are basically some offices where the staff works to find business deals.
    Sep 25, 2015. 10:10 AM | 2 Likes Like |Link to Comment
  • Gold Resource: Production At Switchback In 2016 And Other Positive Developments [View article]
    What about the political risk? And the increase in drug cartel activity in the area?
    Jun 30, 2015. 12:05 PM | Likes Like |Link to Comment
  • Plenty Of Reasons To Remain Bullish On Golden Arrow Resources [View article]
    The Argentenians' version and Hope and Change.
    Apr 25, 2015. 09:37 AM | Likes Like |Link to Comment
  • Plenty Of Reasons To Remain Bullish On Golden Arrow Resources [View article]
    Hopefully she can't do much more damage in the time remaining.
    Apr 25, 2015. 09:36 AM | Likes Like |Link to Comment
  • Plenty Of Reasons To Remain Bullish On Golden Arrow Resources [View article]
    And what about the political risk since the company is operating in a country that's run by a certifiable nut case?
    Apr 24, 2015. 10:33 AM | Likes Like |Link to Comment
  • A Good Time To Buy Gold Mining Stocks [View article]

    You only need to press the Publish button once.
    Apr 3, 2015. 11:55 AM | 2 Likes Like |Link to Comment
  • GDXJ Is No Longer My Favorite Gold Miner ETF, SGDJ Takes The Cake [View article]

    Would you say that the selection process for SGDJ does not include consideration of country/political risk? Some of their holdings I would be leery of based on where they operate. Same for the other Au/Ag ETF's.

    Apr 3, 2015. 09:47 AM | Likes Like |Link to Comment
  • Gold Resource Corp.: Top Tier Miner Trades At Attractive Discount To Peers [View article]

    That is a LOT of information! I signed up right away to follow you. Can't wait for more from you.

    Mar 26, 2015. 06:25 PM | Likes Like |Link to Comment
  • Silver Wheaton Looks Cheap [View article]
    A copper stream would be cool??? Why?
    Mar 16, 2015. 12:00 PM | Likes Like |Link to Comment
  • B2Gold: A Buying Opportunity Is Here [View article]
    And, how do you assess the political risks in the jurisdictions where B2 has it's operations?
    Mar 12, 2015. 06:19 PM | Likes Like |Link to Comment
  • Sandstorm Gold: Cheap, But At What Cost? [View article]
    SAND recently reported results and gave guidance saying that attributable production would not increase over the next several years. Therefore, growth in revenues will only come with an increase in the price of gold. If one believes the price of gold will rise, why not buy companies and that benefit from that rise AND with increased production?
    Feb 24, 2015. 05:36 PM | 1 Like Like |Link to Comment
  • Asanko Gold Has Tremendous Long-Term Upside Potential [View article]
    Would someone please address the political risk of being located in Ghana?
    Feb 24, 2015. 01:11 PM | 4 Likes Like |Link to Comment
  • Ben's Top 3 Gold Miners For 2015 [View article]
    Thanks, fazsha.
    Dec 28, 2014. 02:15 PM | 1 Like Like |Link to Comment