Starvation In The Yukon – Gold Mining In The North

Two weeks ago, I flew to the Yukon Territory for an investment tour hosted by the Yukon Mining Alliance. Q2 hedge fund letters, conference, scoops etc Stevebidmead / Pixabay Mining companies, all at different stages, pooled together capital to fly out and pitch 25 analysts, fund managers, investment bankers, and letter writers. Kudos [...]


Imagine this. You’re holding what has become the world’s biggest basket of profitless, often fraudulent (I’m looking at you, BABA), and insanely overvalued, illiquid securities.

Imagine this. You’re holding what has become the world’s biggest basket of profitless, often fraudulent (I’m looking at you, BABA), and insanely overvalued, illiquid securities. Q1 hedge fund letters, conference, scoops etc You’re one man at the helm of a ¥11.6tn empire with sole discretion as to how you operate. Sure, you’ve got [...]


Tis The Season To…?

Oh No, Not the Bacon By the hysterical force of their arguments you’d think that their firstborn had just been violently ripped from their clutches by men in balaclavas wearing boots to be ground up in a meat mulcher destined to be turned into dog tucker. But no, it’s worse [...]


How To Achieve Bold Goals And Work With Your Heroes

The more times people put themselves in a position of being uncomfortable, the stronger they become. Brian Paes-Braga is a partner at the Fiore Group, a private investment firm with interests in the mining, technology, entertainment, and beverage industries. Q3 hedge fund letters, conference, scoops etc rawpixel / Pixabay Brian has been involved [...]


Juncker Speaks

Stupid? One Jean-Claude Juncker, a disturbingly stupid man and also (more disturbingly) the head of the EU Commission is upset. Q3 hedge fund letters, conference, scoops etc Factio popularis Europaea [CC BY 2.0], via Wikimedia CommonsEU Chief Juncker says nations leaving UN Migration Pact are ’Stupid Populists’ The list of countries to have [...]


So, You Want To Finance Your Exploration Company?

Every week at Resource Insider we get dozens of “pitch” emails and phone calls. These come from CEOs, prospectors, IR guys, and more often than not a guy that knows a guy that’s got a great project. This is a good thing. Q3 hedge fund letters, conference, scoops etc stevepb / Pixabay I [...]


Don’t Cry For Me… Z̶i̶m̶b̶a̶b̶w̶e̶ South Africa

South Africa Have you ever met someone who, after getting to know them, you’re left thinking to yourself, “Gawd, it would be good to punch you in the face”? Well, if that person was a country, it’d be South Africa. Q3 hedge fund letters, conference, scoops etc MasimbaTinasheMadondo / Pixabay Such a wonderful opportunity, [...]


Hunting For The World’s Next Great Copper Mine

Teo Dechev is the President & CEO of Mundoro Capital, a Canadian mineral exploration company focused on copper discovery in Eastern Europe’s Tethyan Belt. In this conversation we discuss: Q3 hedge fund letters, conference, scoops etc MAKY_OREL / Pixabay Why the Tethyan belt is one of the most exciting exploration regions in [...]


To Buy Or Not To Buy A Crisis?

Jeezuz, it feels like it’s been ages. My apologies for the lack of articles of late. I’ve been spending a bit of time lately hurtling through the air in pressurised tin cans breathing recycled fart. Q3 hedge fund letters, conference, scoops etc Speaking of which, last week we had a little [...]


One Ring To Rule Them All…

My buddy Kuppy, who I’ve introduced you to many times before and who you can find hanging out here, wrote a piece last week. It’s a great piece and worth sharing. More below, but first… Q3 hedge fund letters, conference, scoops etc Talking of hanging out… Kuppy, as well as Jamie, our resource guru, [...]


How You Got Screwed This Week

It’s hard to think of a sector more opaque or littered with shady characters than the mining industry. Q3 hedge fund letters, conference, scoops etc Imperfect information leads to speculation, and speculation allows ample opportunity for creative interpretations (read:bullshit). This means that there is ample opportunity for investors to get screwed over [...]


What’s Your Timeframe, Bro?

My son’s a faster sprinter than me. That’s bloody depressing. He’s only a teenager for God’s sake. He’s only just clipped me after years of it being a non-contest. But now the little sods nudged ahead… only just, but what’s worse is that in a years time he’s going [...]


Found: The Driving Force Behind The Economy

Fake news! And this is how a meme is created. Complete shulbit will do it for you. Even the Weather Channel is faking it to get eyeballs.   Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on [...]


Pop Quiz: What’s The Most Asymmetric Energy Play?

First, some fun facts regarding the Pareto distribution: Business: the top few customers account for a bulk of the profits Insurance: a small number of big claims account for a bulk of payments Settlement: a small number of cities include a bulk of the population Languages: the most frequent words account for most [...]


Now THAT is how you secure funding

Devilishly Deceptive Making History 28 billion euros in market cap. That’s how much Bayer has lost following its acquisition of Satan Monsanto. It is the largest destruction of capital in German stock market history… and it couldn’t happen to nicer folks. Consider joining our family. Funding Secured Staying with Europe… sorta. Erdogan approving Erdogan nominating Erdogan [...]

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