"Half science, half art, half luck," is how Brent Cook describes a geologist's work in distinguishing an anomaly from a deposit. But here he suggests investors will have an easier time distinguishing good drill results from bad if they know how to dissect a company's press releases.
We called up Brent Cook, economic geologist and editor of Exploration Insights, for a quick conversation on the junior resource sector as we head into the summer doldrums. Mining stocks are cheap but Brent’s not calling the bottom yet.
What if the shockingly low valuations of some junior mining companies are really all they're worth? As the market shakes off years of exuberance, theco-editor of the Exploration Insights newsletter searches for the truly undervalued — finds as rare as gold itself.
British Columbia, long recognized for its exceptional mineral wealth, is regaining prominence among mining investors. Canada in general is looking increasingly attractive as the mining industry faces mounting challenges in many jurisdictions around the globe.
History shows us, time and again, the greatest leverage to gold’s rising price is from owning gold exploration/development junior mining stocks. Will mainstream investors eventually catch on to the fact they need to own both gold and gold shares?
While it might not look like it now, the most investable trend over the next 20 years is going to be in the resource sector, the renewable and non-renewable resources, the minerals, ores, fossil fuels and biomass.
These three speakers at the New York Hard Assets Investment Conference won't be pinned down to a timeframe, but they're looking forward to a buyer's market, as equity prices fall and volatility increases. As Rick Rule puts it, "When the best come cheap, you have to play."
The markets are a lot less expensive than they were, and this can only be good news for buyers. Markets work, as we have said. Expensive markets collapse of their own weight, cheap markets rise as greed overwhelms fear.
There aren’t any nickel names left. Once Inco went, who do you invest in if you want nickel? Here’s something else to think about – when was the last time you heard of a major mining company actually finding a deposit?