GDXJ MVIS Q2 Rebalance Update

MVIS completed their review and revealed the updates. The changes will take effective at MOC next Friday June 19. Deleted: China Gold International Additions: West African Resources Alkane Resources Rest of the movement was just reallocations. Looking ahead to the next rebalance in September, the M&A between SSR Mining and Alacer should open up some … Continue reading GDXJ MVIS Q2 Rebalance Update

Minera Alamos Update on Santana – 🎵 Oh So Smooth 🎵

Minera out with solid news this morning. Another extension at Santana Nico deposit. Hole 141 was 100m SW extension of the last big hole (134) that moved the stock considerably. Hole 141 came in at an impressive 202m of .51 g/t gold hole starting at surface and ending in mineralization (just like hole 134 did … Continue reading Minera Alamos Update on Santana – 🎵 Oh So Smooth 🎵

Swiss National Bank Investments in Gold and Silver Mining Stocks

The Swiss National bank recently published their schedule of public investments for the most recent quarter ending in March: https://www.sec.gov/Archives/edgar/data/1582202/000158220220000002/xslForm13F_X01/InfoTable_Q12020.xml. After examining their portfolio mix, just about 4% of the portfolio is invested in the Materials segment, which encompasses 175 positions totaling USD $4.5B. Of this, 24 positions are in gold mining stocks totaling USD … Continue reading Swiss National Bank Investments in Gold and Silver Mining Stocks

Endeavour Mining – When Fundamentals and Technicals Align Take 2

Being early is the same as being wrong in my book because everyone’s timelines, objectives and opportunity costs are different. This one is no exception. Was wrong on this one. Back in September I profiled Endeavor Mining https://economicalpha.blog/2019/09/21/endeavour-mining-when-fundamentals-and-technicals-align/ and wrote back then that the fundamentals and technicals were aligning perfectly for a potential re-rate of … Continue reading Endeavour Mining – When Fundamentals and Technicals Align Take 2

Corvus Gold hits the “Mother Lode” Underneath the Main Zone

Corvus Gold (KOR.TO | CORVF) announced this morning latest deep core drill hole at Mother Lode, intersecting 125.5m @ 2.6 g/t Gold including 14.8m @ 8.9 g/t Gold & 24.7m @ 4.9 g/t Gold. This is their best hole ever drilled to date and just happened to be in the new discovery Oxide CIZ. Prior … Continue reading Corvus Gold hits the “Mother Lode” Underneath the Main Zone

FinTwit Panel on Mining with Kai, Duncan Middlemiss, and Myself

Yesterday I participated on a panel that was hosted by Kai Hoffman, Managing Director of Soar Financial Group. I was fortunate enough to be alongside Duncan Middlemiss, CEO of Wesdome Gold Mines. If you have the time, feel free to listen in as we covered a lot of interesting topics, including my Q&A with Duncan … Continue reading FinTwit Panel on Mining with Kai, Duncan Middlemiss, and Myself

MVIS – GDXJ Rebalace Q1

What a dreadful week. I'll leave you with the latest MVIS GDXJ rebalance for Q1 effective at the close March 20, 2020. After the brutal performance of the index and utter collapse, I'll save myself the pain from writing any further and giving it any expsoure. mvgdxj_quarterly-review_2020-q1-2Download

Catching up with Doug Ramshaw of Minera Alamos

This week, I had the pleasure of catching up with Doug Ramshaw, President and Director of Minera Alamos, Inc. We talked about the company’s 2020 vision and what we can hope to look for in the coming year. I first met Doug at the John Tumazos Very Independent Conference over the summer last year. Prior … Continue reading Catching up with Doug Ramshaw of Minera Alamos