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Tue Sep 18, 2007
Express 2007-06: Can McFauld's Lake flourish in the eye of the hurricane?
Updates the McFauld's Lake area play and suggests two stocks as Absolute Spec Value Buys. |
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Fri Sep 14, 2007
Express 2007-05: Magmatic Sulphides rejuvenate fading VMS play at McFauld's Lake
Provides a speculative framework for the McFauld's Lake area play growing out of Noront's nickel-copper magmatic sulphide discovery. |
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Thu Aug 30, 2007
Express 2007-04: A Slow Motion Train Wreck
Explains why it is too soon to start bottom-fishing. |
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Fri Aug 17, 2007
Express 2007-03: A Note on the Red Sea and a Small Green Spot
Comment on the market bloodbath of August 16, 2007 and an exploration junior that bucked the trend on news that it may have an important Voisey's Bay style play. |
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Fri May 18, 2007
Express 2007-02: Can betting on both the Coastport hare and the Cornerstone tortoise be smart?
Explains how a hare called Coastport and a tortoise called Cornerstone engaged in the same race can both be excellent buys. |
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Tue May 8, 2007
Express 2007-01: Hawthorne Gold puts spotlight on Frasergold play
Introduces Hawthorne Gold as a Spec Value Hunter Buy and explains relationship to existing bottom-fish buy recommendation Eureka. |
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Thu Nov 30, 2006
Express 2006-06: Eastfield and Lysander propose spin out and combination of Lorraine-Jajay stakes
Analyzes the implications of a plan by Eastfield and Lysander to spin out and combine their 17.5% carried stakes in the Lorraine-Jajay copper-gold project. |
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Fri Sep 15, 2006
Express 2006-05: Not tendering serves both Ashton and Stornoway well</B>
Stornoway's takeover bid for Ashton has been so clumsily executed it begs speculation that Stornoway has no desire to see minority Ashton shareholders tender at this stage. |
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Fri Sep 1, 2006
Express 2006-04: Stornoway and Ashton - can a MAD death spiral be averted?
Analyzes the ins and outs of Stornoway's takeover bid for Ashton. |
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Tue Jun 20, 2006
Express 2006-03: Soft on Inflation or Soft in the Head?
Overview of the negative market action since early May. |
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Tue Mar 14, 2006
Express 2006-02: A Summary of the PDAC Commodity Outlook Talks
Summarizes the commodity outlook talks given at PDAC 2006 on the overall metals market, gold, silver, copper, nickel, lead, zinc, uranium, platinum and palladium. |
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Wed Jan 18, 2006
Express 2006-01: Peregrine Diamonds set to trade on January 18, 2006
Peregrine completes RTO of Dunsmuir and makes its public debut with a $16 million bulk sampling program as its flagship story. |
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Tue Dec 6, 2005
Express 2005-16: Goldcorp to acquire Virginia's Eleonore gold discovery
Analyzes the Virginia-Goldcorp plan of arrangement and its implications for a Great Canadian Area Play. |
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Wed Nov 16, 2005
Express 2005-15: Peregrine Diamonds to conduct reverse takeover of Dunsmuir
Peregrine Diamond's decision to go public through a reverse takeover of Dunsmuir sets the stage for market speculation in a fresh look at the infamous Tli Kwi Cho pipe. |
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Tue Oct 25, 2005
Express 2005-14: Fall Rally Fizzles as Pandemic fears join Wall of Worry
Discusses the merger between Kensington-Shore Gold, the exit strategy plans of Virginia, and several pillars in the Wall of Worry including avian flu, China, and terrorism. |
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Tue Oct 11, 2005
Express 2005-13: Markets stumble as wall of worry looms large
A wall of worry about real estate bubbles, terrorism and avian flu virus provided an excuse for a sell-off in energy stocks during the week of October 2-8, 2005, leading to concerns that the September rally was over for the exploration juniors. The junior market, however, is more resilient than it looks, and is primed to explode of gold breaches $500 for the first time since 1981. |
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Fri Sep 30, 2005
Express 2005-12: Hurricane Katrina, a looming Interregnum, and a Perfect Storm for Exploration Juniors
Makes the case that Hurricane Katrina is a tipping point that will intensify concern about the rise of Asia, propel gold into a major bull market with significant help from the new ETF gold trusts, turn the growing awareness of an energy crisis into a mania for unconventional oil and wildcat conventional oil plays, and prep the audience for a critical showdown in 2006 between the cyclical bears and structural bulls. |
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Mon Aug 1, 2005
Express 2005-11: Junior Market itching for a Breakout?
During February 2005 it appeared that the second leg of the Mother of all Resource Sector Bull Markets was underway. But in March it proved to be a false alarm as a downtrend developed. During June-July 2005 the juniors developed at itchiness that suggests an early September rally is in the cards. |
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Mon Jun 20, 2005
Express 2005-10: Tli Kwi Cho pipe reinstated as a world class diamond mine contender
A 151 tonne mini bulk sample completed by Peregrine Diamonds in the heart of the large Tli Kwi Cho pipe turns back the clock 11 years as it reinstates Tli Kwo Cho as a world class diamond project. |
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Fri Apr 15, 2005
Express 2005-09: Biding our time for the Perfect Storm
Discusses the argument between the cyclical boom-bust bears and the structural bulls. |
