Publications


Here are some of publications available upon request.

Latin Mining: Ecuador - the three-concession rule

Latin Mining: Rincon Lithium - the new player in the lithium/potash space

Latin Macro: The EMBI Paradox

Latin Mining: Navegating the Minefields of Political (and Other) Risk in LatAm

Latin Mining: Bolivia - Is Evo's Bark worse than his Bite?

Latin Mining: Creston Moly (CMS) - likely cashflow flood even on modest moly price projections

Latin Mining: Fortuna Silver (FVI.v)- Forging ahead in tough times

Latin Mining: Mirabela Nickel(MNB.to)- Getting the financing ducks in a row

Latin Mining: M&A - the name of the game in 2009

Latin Mining: Hochschild (HOC.L) - Ventruing forth from the Bunker

Latin Mining: Dia Bras Exploration (DIB.v) - the "pilot mine" that isn't...

Latin Mining: Cdn Gold Hunter/Suramina merger - the pan-latin junior in the Lundin camp

Global Mining: Gabriel Resources (GBU.to) - Short Call - an overdone story for the short-term

Mining Strategy: De Profondis - assessing the outlook for zinc and some players

Latin Mining: Capital Gold (CGC.to)- getting shortchanged in Gammon offer

Latin Mining: Fortuna Silver/Radius Gold (RDU.v)- keeping it all in the corporate family?

Latin Mining: La Rioja: returning to the fold as an orthodox mining district

Latin Mining: Lithium Mining - Brine beats "rock" mining anyway one looks at it

Latin Mining: US Gold (UXG) - Read His Lips (or at least the Large Print Version)

Global Mining: Rio Tinto - Chinalco - now the hard slog for the Chinese

Latin Mining: Cardero Resources - a Iron-filled Fortune Cookie

Global Mining: Hostile Bids - no more Mr Nice Guy

Global Mining: Klondex - Silvercorp - SOS from Self-serving directors

Global Mining: The KBX/IBX/IMA merger - three is a crowd

Global Mining: HudBay - suffering Post-Traumatic Stress Disorder

Latin Mining: Latin American Minerals (LAT.v) - undervalued lithium assets embedded in a gold play

Global Mining: Nyrstar (NYR:BT) - Reincarnating Zinifex?

Latin Mining: Capital Gold - a clean sweep to prepare for production growth

Global Mining: The Inefficiencies of the Gold Miners ETF (GDX)

Global Mining: Hudbay Short - Callinan Mines Long: a pairs trade

Latin Mining: Magellan Minerals - following in the footsteps of the garimpieros

Global Mining: Sherritt (S.to) - dancing to more than just a Cuban Beat

Latin Mining: ECU Silver - Everything but the "helicopter"

Latin Mining: Gammon Gold (GRS) - Long term disappointing

Global Mining: Callinan Mines (CAA.v) - cornering Hudbay for the great shakedown

Global Mining: NGex (NGQ.to) - spread far and wide

Global Mining: Adamus Resources (ADU.ax) - storming towards production

Rare Earths - "Unobtainium" or common as dirt?

Lithium Review: Oversupply threatens most wannabes with a lingering death

Duluth/Wallbridge (DM.to/WM.to) - Antofagasta's Trojan Horse?

HudBay (HBM.to) - Fourth quarter results - worse than ever...

OZ Minerals (OZL.ax): Out of the ashes rises.....

The Lifecycle of Miners - immutable or changeable?

Nyrstar (NYR:BT) - Rebuilding its Upstream at a Furious Pace

Capital Gold: Bid for Nayarit Gold- redolent of Gammon

Chinese Miners Review - Increasingly Precious

Dia Bras (DIB.v)- Light at the End of the Mine?

Lifecycles of the Rare Earth Sector

Silvermex (SMR.v): Corralling a Whole District - a Mexican Hecla in the Making

Junior Gold Miners ETF (GDXJ)- Redefining the word "junior"

HudBay Minerals (HBM.to): Capitulation by the takeover theorists?

Andina Minerals (ADM.v) - slow going towards a dubious goal

Malaga (MLG.to) - Breaking the Chinese Stranglehold on Tungsten

Zinc & Lead - Apocalypse Now?

Capital Gold (CGC) - Drifting without a Captain

Yukon Nevada Gold (YKN.to) - A Strategic Playing Piece in Refractory Gold Milling

Specialty Metals - Soup to Nuts?

OZ Minerals (OZL.ax) - Upgrading to Long Stance on Corporate Actions

Salares Lithium (LIT.v) and Talison merger - a marriage made in lithium heaven

Financing - Trouble in Paradise

Australian American Mining (AIW.ax) - a survivor of the uranium meltdown

Patagonia Gold (PGD.L) - next cab off the rank after Andean?

The GDX-J - a Moving Feast

Capital Gold (CGC) - Timmins Gold or Gammon Gold - Mercy Killing?

Thinkpiece: Shares on Issue - disease or addiction?

Kings Minerals (KMN.ax/to) - Massive Resource Needs Good Home

Callinan Mines (CAA.v) - Dangling the Bait

Silvermex (SLX.to) - merger with Genco finally put to bed

REMX - The REE/Strategic Metals ETF - Somewhat of a Camel...

Lundin (LUN.to) - something worth fighting over

US Nickel (USN.ax)- despite its name a new gold production story

UCore (UCU.v) - A Tasty Rare Earth Snack for Predators

The GDX - Falling Way Behind the Physical ETF

Adamus Resources (ADU.ax/ADU.v) - In production - now a juicy target

Cerro Resources (CJO.ax/CJO.to) - Palmarejo Redux

Thinkpiece: Zinc & Lead - Awaiting their Day in the Sun

Silvercorp (SVM) - Attack of the Poison Pens

Entree Gold (ETG) - Aspirations to consolidate a district

Capstone (CS.to) - Makings of a New Major?

Donner Metals (DON.v) - Moving to Production with "Big Brother" Xstrata

Yukon Nevada Gold (YNG.to) - finally back on track..

Thinkpiece: Revisiting the REE Lifecycle

Sub-Sector Coverage: Tungsten - the Cutting Edge Metal

Quaterra Resources (QMM)- Yerington shaping up to be big

Silvermex (SLX.to) - Neutral - Needing a Phase Two

Molycorp (MCP): The mine-to-magnet conglomerate takes shape

Northern Minerals (NTU.ax) - One Word.... "Xenotime"....

Maya Gold & Silver (MYA.v) - First Mover Advantage in Morocco

Metals Trading - MFC Industrial (NYSE:MIL) - A Below the Radar "mini"-Glencore

International PBX (PBX.v) - Enchanted by OZ

Tamerlane Ventures (TAM.v) - On a the Cusp of a Major Zinc Reactivation

TUC Resources (TUC.ax) - The Holy Grail of Ionic-like Clays

Lynas Corp (LYC.ax) - A SNAFU by any definition

Mandalay Resources (MND.to) - Suffering from Style-Drift

Labrador Iron Mines (LIM.to) - Relaunching a Major Iron Ore District of the Past

Dia Bras (DIB.v) - Biting Off All It can Chew

Patagonia Gold (PGD.L) - Advancing Despite Itself

Revett Minerals (RVM, RVM.to) - Wearing Down Resistance At Rock Creek

Woulfe Mining (WOF.to) - Honing Its Edge

Duluth Metals (DM.to) - Dividing the Spoils

Metals Trading - MFC (MIL) - The Art of the Deal?

Canada Fluorspar (CFI.v) - Gaining Strength from a French "Big Brother"

Cabo Drilling (CBE.v) - Buying a Straw Hat in Winter

HudBay/Thompson Creek (HBM/TCM) - Conjectures on a Marriage

Donner Metals (DON.v) - Trampled by an Elephant

Flinders/Zenyatta (FDR.v/ZEN.v) - a Pairs Trade - Two-Speed Settings in the Graphite Space

Almonty Industries (AII.v) - a Real Tungsten Producer

Maudore Minerals (MAO.v) - A Litany of Misery

Metals X (MLX.ax) - A New Low-cost Gold Producer is Born

Flinders Resources (FDR.v) - First Mover in Graphite

US Antimony (NASD:UAMY) - Climbing Out of its Earnings Pit?

Chesapeake Gold (CKG.v) - in Goldcorp's Crosshairs?

Almonty (AII.v) - Merger with Woulfe makes first global Tungsten Major

King Island Scheelite (KIS.ax) - Reviving a Major Tungsten Mine

MFC Industrial (NYSE:MIL) - Trader or Logistics or a Bank?

Great Panther Silver (GPR.to) - Winning the Cash Cost Race to the Bottom

Fortune Minerals (FT.to) - Leaving the Revenue

MFC Industrial (NYSE:MIL): Back to the "Cone of Silence"?

Almonty Industries (AII.v): Los Santos Mine Trip Review

MFC Industrial (NYSE:MIL) - Banking on Europe

IBC Advanced Alloys (IB.v): Unique Niche in Beryllium Alloys

GoviEx Uranium (CSE:GXU): the Friedland story in African uranium

Great Panther Silver (GPR.to): Long Awaited Push into Peru & Zinc

Karnalyte Resources (TSX:KRN): Neutral - What a Schemozzle!

US Antimony - SHORT - Life After Hillgrove