Here are some of our publications available upon request (see also unedr Latin America).
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
Rio Tinto - Chinalco - now the hard slog for the Chinese
Hostile Bids - no more Mr Nice Guy
Klondex - Silvercorp - SOS from Self-serving directors
The KBX/IBX/IMA merger - three is a crowd
HudBay - suffering Post-Traumatic Stress Disorder
Nyrstar (NYR:BT) - Reincarnating Zinifex?
The Inefficiencies of the Gold Miners ETF (GDX)
Hudbay Short - Callinan Mines Long: a pairs trade
Sherritt (S.to) - dancing to more than just a Cuban Beat
Callinan Mines (CAA.v) - cornering Hudbay for the great shakedown
NGex (NGQ.to) - spread far and wide
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?
Zinc & Lead - Apocalypse Now?
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
The GDX-J - a Moving Feast
Thinkpiece: Shares on Issue - disease or addiction?
Kings Minerals (KMN.ax/to) - Massive Resource Needs Good Home
Callinan Mines (CAA.v) - Dangling the Bait
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
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
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
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
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?
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?
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
Karnalyte Resources (TSX:KRN): Neutral - What a Schemozzle!
US Antimony - SHORT - Life After Hillgrove