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In our community we students of the market openly discuss our various market insights and thoughtful opinions in support of a wider understanding of price behavior. Join us and share your thoughts!

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deneve83
deneve83
August 14, 2022 4:54 pm

https://www.youtube.com/watch?v=Wi3Qr1iQUnw

New Pacific Metals (NEWP) and Silvercorp (SVM) are both featured in the video above, at around the 14:00 mark.

Garrett Goggin is featured in this video. He is an analyst for Stansberry Research and focuses specifically on the Silver sector. His discussion on the volatility and the inherent leverage in silver stocks as a result of profit margin is spot on. He also speaks wisely of the downsides inherent in the juniors.

deneve83
deneve83
August 14, 2022 1:36 pm

Recent article on Inplay Oil from Simply Wallstreet and why its share price has been held back. https://finance.yahoo.com/news/inplay-oil-corp-tse-ipo-121728667.html They also advertise access to a free report. https://simplywall.st/stocks/ca/energy/tsx-ipo/inplay-oil-shares?blueprint=2131723&utm_campaign=integrated-pitch&utm_medium=finance_user&utm_source=yahoo#future I have to say that I do not entirely disagree with their assessment. Inplay is a fantastically well-managed and disciplined company. They have done an outstanding job at reducing debt, keeping costs low, and increasing reserves. What investors need going forward (once company eliminates debt) is a vision and a dividend. Their CEO is as authentic and disciplined as they come and people know that InPlay is a deep value play with a… Read more »

baz22
baz22
August 13, 2022 10:16 pm
goldbug58
goldbug58
August 13, 2022 1:32 pm

Ok, Alamos Gold vs. Equinox Gold, used to trade about even in price, Alamos had a good Q2 and Equinox is now a turnaround story having dropped to $4/share. Alamos Gold, 104K oz. Au, 5% increase over Q1, cash costs $894/oz, AISC $1170; net earnings $29M, cash flow $76M. Has three mines in operation and they all look good: Island Gold, Young-Davidson and La Yaqui Grande. Equinox 120k oz. Au (six mines though), AISC $1657 due to lower production sold; lost money in the quarter. I’d buy AGI on dips near to $7; would accumulate EQX under $4, say in… Read more »

frip99
August 11, 2022 11:45 am

Chile’s Proposed Constitutional Changes to Natural Resources Rights Could Have Devastating Effects on Foreign Investors: How Can International Law Protect Them?

https://www.jonesday.com/en/insights/2022/08/chiles-proposed-constitutional-changes-to-natural-resources-rights

kaimu
Reply to  frip99
August 11, 2022 5:46 pm

Aloha frip! I know lawyers at Jones Day. My God that company is huge and not just USA huge but WORLD huge. It gets tiresome as an investor to have to interpret regulations and politics every day to figure out if your investment will still be above water next month. I used to live in Venezuela and we knew the military was in charge. Thats just how military juntas are and its been that way in South America and Central America forever and today. Any military in any one of those countries can change the government and the laws any… Read more »

Last edited 3 days ago by kaimu
frip99
Reply to  Bill Cara
August 11, 2022 6:41 pm

I suggest you to wait until September 4th to invest in copper mines. The Chilean constitutional project does not have popular support and, according to several opinion polls, it will be rejected on that date

goldbug58
goldbug58
Reply to  Bill Cara
August 11, 2022 2:27 pm

Input cost(s) of mining impacted a lot of the miners, I would add Centerra and Hecla Mining to this list and a few others.

Barrick, B2 Gold, did okay.
Gold Fields has not reported yet (17th) but should also be okay.