The San Francisco Hard Assets Investment Conference is my favorite trade show ever. It was different this year with the exhibitors split between two levels at the Marriott Marquis but the seminars and workshops were phenomenal.
It appears that graphite is next in line for a commodity boom. The market is driven by increasing demand from traditional applications, new technology uses, and China’s 75% control of supply, its depleting reserves, and efforts to consolidate operations.
Copper is often referred to as "Dr. Copper," the metal with a Ph.D. in economics. Yet most analysts don't view it as a critical metal. The Mercenary Geologist, gives his thoughts on why the experts are wrong.
Gold is money that maintains its purchasing power, and for this reason it should be viewed as insurance against financial calamity and a hedge in case of economic collapse. When money supplies are inflated, fiat currencies are devalued and the price of gold goes up.
You'll never hear the Mercenary Geologist talk about electric metals, technology metals or rare metals. But he's got plenty to say about specialty metals. While the nomenclature may not seem important, he believes obscure definitions are confusing investors.
Frankly, I don’t get it. The euro, the currency without a country, has been nothing more and nothing less than an abject fiat fiasco since April 30, 2010 when the first Greek panic attack hit the stock markets.
Recently a plethora of alternative names have been proposed and promoted for what were once known as the specialty or minor metals. These mostly obscure elements span the gamut from the lightest to the heaviest on the periodic table.
A graphite company is no different than any other junior resource company. In addition to evaluating its flagship project, we must always assess a company’s share structure, the people, and its peer market valuation.
A recent headline blasted the breaking news: “India to Pay Gold Instead of Dollars for Iranian Oil: Markets Stunned.” I too was stunned. That is one of the dumbest ideas to cross my desk in a long while.