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  • I'm Still Not Impressed With Copper Fox Metals [View article]
    While I appreciate the effort you have put in regarding this investment thesis, there appears to be some glaring oversights.
    Even with my admittedly limited understanding of the situation, I can see some big omissions. No mention of Desert Fox, no mention of the CAD exchange rate and no mention of the 20 million production decision payout regardless of the decision. Without the inclusion of all the data, I fail to see how you can make an informed decision.
    While I agree that the future of the Schaft Creek mine is linked to the commodity prices, I believe the future of CUU is more linked to the immediate value it has to potential Teck partners.
    Good luck with your investments.
    Jan 29, 2014. 10:25 AM | 1 Like Like |Link to Comment
  • Goldcorp's Offer For Osisko Mining: What Investors In Other Potential Targets Can Learn [View article]
    Hi MSH
    In basic terms it means that Teck had 3 different percentage options for a back in and chose the biggest which was 75%. This means that Teck now own 75% of the Schaft Creek project and Copper Fox the remaining 25%. ( There are some complicated interests that skew the percentages slightly ). Teck has no obligation to move forward with the project but it seems unlikely that they would back in only to mothball it. The complicated interests in the Schaft Creek project would also cause Teck some grief if they decided not to press ahead. As part of the back in, Teck have agreed to help Copper Fox with financing their 25% part of the mine.
    ( Long CUU and further information on CUU is available at A little optimistic but gives the full story.)
    Jan 13, 2014. 07:33 PM | Likes Like |Link to Comment
  • 4 Of Our Favorite Precious Metals Stocks For 2014 [View article]
    I am not really interested in rehashing this argument. As you are accusing a company of being fraudulent and a 'pump and dump', no doubt you have some facts to back this up. Here, for instance, is a link saying that regulators are dropping the investigation against SVM and are now investigating fraud against the short sellers.

    I would absolutely advise caution with investing in mining companies but would encourage investors to check out the facts.
    Jan 3, 2014. 02:32 PM | 2 Likes Like |Link to Comment
  • 4 Of Our Favorite Precious Metals Stocks For 2014 [View article]
    Would also recommend that you do some DD before calling a company fraudulent. There are numerous articles on SA for and against SVM and it is very clear that the articles against SVM have little or no merit. Just do a quick search on SA before spreading malicious lies.
    Jan 3, 2014. 01:30 PM | 1 Like Like |Link to Comment
  • Silvercorp Without The Soap Opera [View article]
    Interesting development in the Alfred Little scam..

    Fascinating that SA allow Jon Carnes to keep writing here.
    Dec 21, 2013. 10:09 AM | 2 Likes Like |Link to Comment
  • Booming Silver Demand Spurs Sales Of American Eagles Silver Coins To Record High [View article]
    Interesting article.
    I assume the following is an error and there should not be a 1 in front of the four ( at least not yet..!!!)
    '..Silver remains well below its record inflation adjusted high in 1980, it's important real record high of over $140/oz..'
    Nov 15, 2013. 09:30 AM | Likes Like |Link to Comment
  • Barrick's Pascua-Lama Announcement: Will Have A Huge Impact On Future Gold And Silver Supply [View article]
    Good article and follow up comments. Just a quick comment to say that SLW may not be as impacted as people think. It looks like the shortfall in the shorter term will come from other Barrick producing mines.
    Nov 1, 2013. 12:30 PM | Likes Like |Link to Comment
  • Silver Miners Analyst Watch: October Edition [View article]
    I think that I must also agree with your point that '..another article would be a waste of my time..'. If you have no new insights and as the notorious short seller, SA 'contributor' Alfred Little, has been thoroughly debunked on this very site, then I wonder why you even take the time to comment. I agree that this company has a high risk profile but to dismiss it out of hand with no new facts is a little pointless. Inform the casual investor by all means but encourage them to do their own DD before dismissing any opportunity. I have a tiny position in SVM which is paying me a dividend while I wait to see what happens. I would suggest that investors with a low risk threshold stay away but some with a higher risk approach may want to take a look at it. Try to be objective with any investment thesis and look at both the risk and reward. Letting your judgement be influenced by ethically bankrupt 'contributors' who work on innuendo and rumour and not facts is very poor DD. Still, good luck in your future investing.
    Oct 7, 2013. 10:27 AM | Likes Like |Link to Comment
  • Silver Miners Analyst Watch: October Edition [View article]
    While I agree with you that investors should not invest in any company without knowing or understanding the underlying fundamentals, I do find it amusing that you want the author to detail any doubts about SVM while you are making vague and unsubstantiated comments on the same company in various different articles. Perhaps as you are so concerned about these investors you might consider writing an article outlining your concerns in some detail?
    Oct 7, 2013. 04:41 AM | Likes Like |Link to Comment
  • So You're Looking For A Silver Play? Get Paid To Wait For The Rebound [View article]
    Interesting way to do DD. Rule out a company because it does business in the worlds second biggest economy. That is really going to limit your investments as I believe quite a few companies now deal with China. Still, to each their own...
    Sep 27, 2013. 09:52 AM | Likes Like |Link to Comment
  • NovaGold Resources Is Not Worth The Wait [View article]
    I think that both properties, Donlin and Galore, are interesting but NovaGold have been trying to sell Galore for some time and have failed to attract a buyer. Certainly in the short term, Galore will have very little impact on Donlin capex. I agree with the author that this is a long term play and there are better opportunities available.
    Aug 28, 2013. 10:05 AM | 1 Like Like |Link to Comment
  • McEwen Mining Gets Set For A Gold Rush [View article]
    It is nice to see you taking the time to respond. The easy option would be to walk away. No need to apologise to your readers. Everyone is responsible for their own DD and your article should only have been one strand. Also good to hear your current thoughts on MUX. Still holding but very much for the longer term.
    Jul 1, 2013. 11:24 AM | 1 Like Like |Link to Comment
  • Gold And Silver Royalty Companies Part 5: Smaller Royalty Companies [View article]
    Hi Ben
    Nice article.
    Not sure if you are aware of the following news release from the end of January. Looks like Sandstorm have about 60% of Premier. I really like this fit as Premier deals look to be at the lower end to Sandstorm.

    '...Sandstorm Gold Ltd. (“Sandstorm”) (NYSE MKT: SAND, TSX: SSL) is pleased to announce that it has acquired 11 million common shares (the “Common Shares”) of Premier Royalty Inc. (“Premier Royalty”) (TSX: NSR). Sandstorm paid cash for the Common Shares at an average price of CAD$1.98 per share (the “Share Acquisition”). With the completion of the Share Acquisition, Sandstorm owns 46,678,221 Common Shares of Premier Royalty, representing approximately 59.9% of the currently issued and outstanding shares....'
    May 3, 2013. 10:03 AM | Likes Like |Link to Comment
  • Cisco Systems, Nokia And Ericsson: Which Is The Winning Bet For Now? [View article]
    Slightly odd comparison as the three companies main operations are in different areas. Hard to call them 'direct competitors'. Still, an interesting exercise in valuations.
    Apr 27, 2013. 02:24 PM | Likes Like |Link to Comment
  • Agnico-Eagle: Still Shopping [View article]
    Hi Itinerant
    I think we actually agree on this. My point is that the SP was already hammered by mid 2012 and when the rest of the sector took a beating and a severe correction over the last year, AEM was already priced closer to what the market wanted and so had less to fall. I also agree that the company performance since then has shown genuine promise and I actually like their approach to investments. But I would still caution that potential investors look more to the company assets in their totality than focusing on these investments as a reason to buy. But I do like your article and the company.
    Apr 27, 2013. 02:08 PM | 1 Like Like |Link to Comment