Articles

Once in a while I read some very interesting content by mining industry professionals, being interviews, rants, articles, analysis or other material. When I learn a lot from content like this, I think it could be useful for others as well. Feel free to contact me when you know about other interesting content that's a must read for resource investors. These articles are republished with the express written permission of the authors/companies involved.

Jun 18, 2016 by Joe Lowry

In the past year I have written about the “End of the Big 3”, the “Rise of China” and asked “Does Nemaska Matter”?

I have been critical of the junior lithium projects that I believe are run by charlatans who are looking to “pump and dump” their shares; however there is no doubt that the lithium world needs a few juniors to be successful in order to meet future demand.

Mar 11, 2016 by Joe Lowry

Most people writing about the lithium industry refer to Albemarle/Rockwood, SQM and FMC as the “Big 3” lithium companies. The concept of the “Big 3” in lithium was valid for almost two decades but now is as antiquated as the idea of the “Big 3” automakers.

Dec 01, 2015 by Tekoa da Silva

“What would you like to talk about this time?” I asked my boss, after walking into his office.

“Well, I’d like to have a conversation for the issuers,” replied Rick Rule, Chairman of Sprott US Holdings, “in terms of what we look for, before giving a company our client’s money. What do you think?”

Oct 11, 2015 by Brent Cook

Rubicon Minerals (RMX.T, RBY.NYSE) got hammered this week after, 1) announcing milling operations had been temporarily suspended by the Ministry of Environment and Climate due to elevated ammonia being discharged into the tailings pond; and, 2) its President and CEO, Michael Lalonde, bailed.

Sep 13, 2015 by Tim Oliver, Brent Cook

This week our go-to mining engineer, Tim Oliver, discusses the results of his investigation into 34 recently published National Instrument 43-101 technical reports. These reports are mining disclosure standards implemented by the Ontario Securities Commission for Canadian-listed companies.

Jul 26, 2015 by Tim Oliver, Brent Cook

An ugly, ugly week in which the gold price dropped 3.2% (now -15% for the year), silver ended marginally lower (-1.3%, now -28% for the year), copper -4% (now -25% for the year), and the Bloomberg Commodity Index fell to its lowest level in 13 years.

Jan 13, 2014 by Brent Cook

The following compilation summarizes ideas collected from correspondence between myself and a number of accomplished friends in the industry—specifically: Ron Stewart, Managing Director Clarus Securities; Quinton Hennigh, CEO Novo Resources and all around top geologist; and Steve Ristorcelli, President Mine Development Associates.