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THE CRITICAL INVESTOR NEWSLETTER #017
Dear subscriber, I believe Black Sea Copper & Gold could have the potential to become a substantial player in the gold/copper porphyry/epithermal deposit space, as it quietly gobbled up a set of excellent properties during the last bear market, has a very knowledgeable team, strong financial backing and has already started with their exploration programs […]
Read moreTHE CRITICAL INVESTOR NEWSLETTER #016
Dear subscriber, I'm happy to introduce new sponsor Fiore Exploration, which has a rare combination of rain makers, excellent management, easy access to capital and high quality exploration projects. It could sound a bit corny, but when a billionaire mining titan with Italian roots like Frank Giustra brands a new mining company after his own […]
Read moreTHE CRITICAL INVESTOR NEWSLETTER #015
Dear subscriber, It took a while, but sponsor Excelsior Mining is finally getting the attention it deserves in my view. Alongside the rising copper price, management keeps delivering on all promises made so far. One could say it all progressed rather slowly over the years, but now with a substantial financing by Greenstone arranged, the […]
Read moreTHE CRITICAL INVESTOR NEWSLETTER #014
Dear subscriber, One of my sponsors Excelsior Mining just closed an important financing with Greenstone, as it enables the company to comfortably move forward with their Gunnison project until construction. According to management, permitting is still running very smoothly, with final operating permits expected at the end of Q2 2017. As ISR mining in Arizona […]
Read moreTHE CRITICAL INVESTOR NEWSLETTER #013
Dear subscriber, Nemaska Lithium seems to have digested the huge financing earlier this year, and looks like it's creating a solid base chart-wise to build on. The company is very active on several fronts, but the focus is shifting more and more towards looking for capex funding. In my view the recent FMC off-take agreement […]
Read moreTHE CRITICAL INVESTOR NEWSLETTER #012
Dear subscriber, Usually I'm not into producers, but when a fellow Seekingalpha contributor presents a monumental, very critical essay on a household name like First Majestic, and I immediately spot some irregularities, my own critical attitude makes me feel inclined to not let this one go without going to the bottom of it, and look […]
Read moreTHE CRITICAL INVESTOR NEWSLETTER #011
Dear subscriber, After a well-deserved summer holiday it's back to business, and one of the first things I noticed was the breakdown of one of my favorite leveraged plays (although not so leveraged anymore after gold ran up to current levels): Moneta Porcupine. It appeared that there was no fundamental reason for the sell-off, as […]
Read moreTHE CRITICAL INVESTOR NEWSLETTER #010
Dear subscriber, Today I'm happy to introduce a new sponsor, a new and very solid royalty junior, Terraco Gold. As with all junior royalty plays, it takes some time to production, but Terraco Gold distinguishes itself in my view by its main assets, the royalties on Spring Valley, which is a world class heap leach […]
Read moreTHE CRITICAL INVESTOR NEWSLETTER #009
Dear subscriber, As I was convinced the updated PEA on Red Mountain would show different metrics and results, I talked to IDM Mining management to get a good view on what's going on. It appeared that this updated PEA was more like an in between stage, setting things up beautifully for a much better project. […]
Read moreTHE CRITICAL INVESTOR NEWSLETTER #008
Dear subscriber, Last week, Nemaska Lithium (NMX.TO), a sponsoring company, closed a pretty large financing which wasn't a small feat, as lithium sentiment cooled off a little after the hype in April-May earlier this year. I still had some reservations on the terms of this financing, but after talking to management it became clear it […]
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