August 17, 2017
There could be some very large issues emerging for buyers of nickel ore, but as of yet, the price of refined nickel hasn't moved much. The world's two largest exporters of nickel ore over the last decades have been the Philippines and Indonesia, but today, the two nations aren't letting...
August 17, 2017
Copper Development Deals Fly As Price Rallies Chile's Mining Minister, Aurora Williams, recently announced that he expects there to be around $65 Billion dollars of mining development over the next ten years, most of which is copper-related. The figure is around one third higher than the...
August 15, 2017
00:00:05 We're next up we're going to talk about Cobalt. The first question is hopefully everyone is read and is aware that Cobalt is very special. It comes usually as a by-product. It's hard to invest in it in a company. Where is the future of Cobalt going to come...
August 14, 2017
00:00:40 This morning is going to be one of those presentations, good. It's fantastic, if you have attention deficit disorder because every 20 seconds they're going to try to click through and wake you up on the changes are taking place in the capital markets. I was two weeks ago at the...
August 13, 2017
00:00:09 I'm going to talk about copper as Ellis led you to know. Nice pun by the way. I'm the mercenary geologist basically geologist for hire. You can find me at mercenarygeologist.com. My Twitter feed is @mercenarygeo, 681,000 Twitter followers, about 6,500 subscribers to my...
August 12, 2017
00:00:09 I'm John Kaiser. This talk is not going to be a list of a picks. If you want my favorite pick, just trust me by Scandium International SCY on the TSX at $0.36. In two weeks three weeks, we know where this company is going. This talk is going to be about visualizing outcomes. I believe...
August 11, 2017
00:00:08 We're going to do something different as opposed to me reading scripts about the panelists I'm going to make them introduce themselves. Gentlemen you're going to have 60 seconds to tell the people why they should care what your top picks are. What value you intend to deliver....
August 10, 2017
00:00:08 Deb Randhawa is the chairman and CEO of fission as many people probably know. Nick Hodge rights to the outsider letter. He's from Baltimore moving to Spokane. I think we're going to keep it at 2 to 2, yeah. Both at the end we can do another powwow. 00:00:25 Probably better...
August 8, 2017
00:00:08 Let's talk about lithium. This really a time to be critical and optimistic but we want to ask the question so you have a better broader knowledge. Take a look at the slides here guys. 00:00:18 I was a gigafactory about six weeks ago. I spent the better part of the day there. Has...
August 5, 2017
00:00:09 You know Rick had some wonderful sage advice for everyone. I was recently this past week at listen to BBH. It's the only investment firm, banking firm that has it's all run by partners and their best year ever was 2008. They do a lot of custody work. They said all their studies and...
August 2, 2017
00:00:09 You will notice Trump in the title, that wasn’t intentional in terms of high quality people but it does get attention. One of the things that many accomplished speakers in finance try to do is they try and begin or end a speech with quote from Warren Buffet. It's an old...
August 2, 2017
The mining industry isn't known for an taking an innovative approach to business. Part of this lack of innovation has to do with the risks involved in the industry, with most miners doing what they can to generate free cash in an environment that is rarely stable. When times are good, all...
August 1, 2017
Electric cars have become popular in a very short amount of time. Tesla, who is the industry darling, has only been producing cars for a decade. Now they are one of the largest automotive manufactures in the world, if you use market cap as your measurement metric of choice. This rise in full...
August 1, 2017
00:00:09 Nice to see everybody. Wow! Junior Mining, Right Place, Right time 2017. Is a monetary shift about to shock mining forever? Okay, so big question everybody. Raise your hands. How many people believe that there is this thing called gold manipulation? Okay. The ones that didn’t raise...