Here are some of our recent publications available to subscribers only.
Chile - Venezuela: Who is the more commodity dependent?
Peru: State of the Peruvian Mining Nation - 12 key companies reviewed
Argentina: MercadoLibre: Beware the whizzkid factor
Latin Portfolio Strategy: Quarterly stock review - October 07
Venezuela Mining: GRZ - The Russians are Coming
The S&P Latin 40 Index: Mended but not yet fixed
Venezuela Mining: Gold Reserve (GRZ.to) - Expansion upon Company's Prospects
Peru Mining: Minera IRL - Fast-tracking to production
Latin Macro: Ignore the barometer at your peril
Peru Mining: Inca Pacific - Strong buy in light of the feasibility study
Latin Macro: Ignore the barometer at your peril
Latin Macro: The Paradox of Sovereign Bonds "in a time of cholera"
Latin Mining: Northern Peru Copper (NOC.to) - another bid in the wings?
Latin Macro: Peruvian Inflation - depends which stone you turn
Latin Mining: Reflationary Supercycle Still Intact
Latin Mining: Copper - Forget the US housing drivel
Latin Portfolio Strategy: Top Ten (non-mining) names for 2008
Latin Mining: Condor Resources (CN.v) - Hunting for Latin copper elephants
Latin Macro: The Argentine Peso - Ripe for Revaluation
Chile: Energy Crisis - Dimensions and Implications
Latin Macro: Chilean pension funds - not the ones to give advice
Latin Mining: Fortuna Silver (FVI.v) - Intimations of greatness
Latin Mining: Far West Mining (FWM.to) - Better ways to invest in Chile
Latin Equities: Telecom Argentina Results - debunking bogus analysis
Latin Mining: Ecuador's Windfall Tax in Perspective
Latin Equities: Shorting ECH on declining Chilean short term macro outlook
Latin Mining: Palladon Ventures (PLL.v)- a takeover morsel in the new Iron Age
Latin Mining: Cardero Resources (CDY)- Much Ado about Nothing
Latin Mining: Australia - Canada divergent approach to production
Latin Mining: International Nickel Ventures (INV.to)-a play on Brazil's emergence as a major new nickel playing field
Latin Mining: Vale - a "major" wannabe?
Latin Mining: Vale - Blood & Goro
Latin Equities: The Composition of the Lima Bolsa Indices
Latin Mining: Mexican Miners - Obscure Objects of Desire
Latin Mining: An M&A Tsunami on the Way?
Latin Mining: The Emerging Brazil Nickel Sector
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?
Reed Resources (RDR.ax) - Leapfrogging to the front of the Lithium pack
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?
Rare Earths - An "Agadir" for our Time
Thinkpiece: Shares on Issue - disease or addiction?
Kings Minerals (KMN.ax/to) - Massive Resource Needs Good Home
Thinkpiece: NI 43-101 vs JORC
Callinan Mines (CAA.v) - Dangling the Bait
Thinkpiece: Death Spiral Financings in the Mining Space
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
Thinkpiece: Supercycle or the End of Cheap?
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?
Thinkpiece: March of the Lemmings - Overcrowded Sub-sectors
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
The Vanadium Sub-Sector- A Metal in Search of a Power Source
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"
Observations on London's Place in Mining Finance
Cabo Drilling (CBE.v) - Buying a Straw Hat in Winter
HudBay/Thompson Creek (HBM/TCM) - Conjectures on a Marriage
Uranium in Argentina - An Overwhelming Logic
Donner Metals (DON.v) - Trampled by an Elephant
Thinkpiece - A Tale of Two Cities - Super-powered or Real Estate powered?
Flinders/Zenyatta (FDR.v/ZEN.v) - a Pairs Trade - Two-Speed Settings in the Graphite Space
The Tin Sector Revival - The Squeeze is On
The REE Lifecycle - The Sisyphean Challenge of Production
Texas Rare Earth Resources (TRER) - A Treasure Chest of Specialty Metals
Ucore (UCU.v) - Friends in High Places Make the Difference
Almonty Industries (AII.v) - a Real Tungsten Producer
Ucore (UCU.v) - Political Support Delivers & All Cashed Up
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
Mkango Resources (MKA.v) - the Stealth Performer in African REEs
Reed Resources (RDR.ax) - Coming up fast in Lithium
Minnova (MCI.v) - Hitting the Ground Running With a Brownfield's Advantage
US Antimony (NASD:UAMY) - Climbing Out of its Earnings Pit?
Reed Resources (RDR.ax) - Testwork puts Barrambie Titanium on Road to Reality
Mkango Resources (MKA.v) - PFS Reinforces Songwe's Many Virtues
Alabama Graphite (ALP.v) - Down Home Advantage
Galane Gold (GG.v) - An Evolving Symbiosis with Samsung
Chesapeake Gold (CKG.v) - in Goldcorp's Crosshairs?
M&A - The Mining Predators' Ball
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?
Tango Mining (TGV.v) - Diamonds Start to Flow at the Orange River
Ucore Rare Metals (UCU.v) - MRT brings home the bacon on various fronts
Great Panther Silver (GPR.to) - Winning the Cash Cost Race to the Bottom
Fortune Minerals (FT.to) - Leaving the Revenue
Neometals (NMT.ax): Barrambie emerges as a Titanium Giant from PFS
MFC Industrial (NYSE:MIL): Back to the "Cone of Silence"?
Tango Mining (TGV.v) - Bulking Up the Diamond Division with Botswana Acquisition
Mkango (MKA.v) - Making the Jump to the AIM with revised PFS Tailwind
Almonty Industries (AII.v): Los Santos Mine Trip Review
Lithium Australia (LIT.ax): Globally Diversified in the "Lithosphere"
Mining Thinkpiece - The Five Stages of the Supercycle's Demise
Galane Gold (GG.v): SHORT - Galaxy deal seals the fate?
Northern Graphite (NGC.v): Rightsizing for Take Off
MFC Industrial (NYSE:MIL) - Banking on Europe
Feronia Inc. (FRN.V): SHORT call as the dilution becomes brutal
Galane Gold (GG.v): SHORT - Legal Miseries Pile Up in South Africa
IBC Advanced Alloys (IB.v): Unique Niche in Beryllium Alloys
Chesapeake Gold (CKG.v): Updated PFS Brings Quantum Capex Reduction
Harte Gold (TSX:HRT): Bulk sampling = Production
Peak Resources (ASX:PEK): Updated PFS puts African Rare Earths in Picture
Mining Thinkpiece: The Rights & Wrongs of Rights Issues
GoviEx Uranium (CSE:GXU): the Friedland story in African uranium
Mining Thinkpiece: Metals Price Outlook to 2019
Scandium International Mining (SCY.to): Positioned with First Mover Status
Alkane Resources (ALK.ax, OTCQX:ANLKY) - The Great Survivor of the Specialty Metals Space
Galane Gold (GG.v): SHORT - Recent Share Ramp is a False Dawn
Crystal Peak Minerals (CPM.v, CPMMF.qx): Potash.. Hold the Salt!
Southern Silver Exploration (TSX-V: SSV, OTCQB: SSVFF): Right Metals, Right Time, Right Place
Nevada Zinc (NZN.v, FSE: 6GX, GDSKF): Riding the Wave of the Resurgent Zinc Price
Western Uranium (WUC.csx): All the moving parts for a nascent producer
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
Bunker Hill Mining - Reviving a Mammoth Zinc/Lead Mine
Galane Gold (GG.v):SHORT - Russian Roulette
Sage Gold: In the footsteps of St Andrews Goldfields
Galane Gold (GG.v): SHORT - SNAFU
Northern Minerals (NTU.ax): The Prime Xenotime Exposure in the REE Space
Golden Arrow Resources (GRG.v): Hitting the Target in Jujuy
Elcora Advanced Materials - Nothing Beats Production
Search Minerals: Survival of the Fittest in the REE Space
Para Resources (PBR.v): Three Pronged Advance into LatAm Gold
Coro Mining (TSX:COP): In the Vanguard of Copper Micromining
Golden Arrow Resources (GRG.v): Deconstructing Silver Standard
Galane Gold (GG.v) - Another Bad Quarter
Signature Resources (SGU.v): Prove it Up and They Will Come