When distributing our Trade Messages to benefit our Paid-for subscribers, our Analytical Team not only relies on Martin Armstrong’s Blog and the Socrates forecasts and alerts. Yesterday’s blog entitled “The Dow for the Close of May 20th, 2016” certainly is a Timely message to read.
However, our research also includes input from free-thinking analysts and letter writers who have clarity of thought and vision, who base their opinions on thorough research, critical thinking, and fact-based analysis.
Brent Cook, Editor of Exploration Insights has in advance of buying any speculative mining company investments, provided that all important input and research edge to us, as well as providing that edge to many of our sophisticated speculator investor friends and funds.
Brent is an independent exploration analyst with over 30 years of experience in both property economics and geology evaluations. His organization offers independent and unbiased analysis of companies in junior mining and exploration. Its analytical team gives an investor the ability to differentiate the facts and fiction of advanced mining companies.
If you are seriously interested in learning about which advanced mining companies with good economic projects you should buy then - - I highly recommend you subscribe to Exploration Insights here.
Last Sunday we reported from the Metals Investor Forum and the presentation by Brent at that Forum on Saturday May 14. On the Sunday May 15, I spend most of my day writing our Free of charge FDNN letter which I disseminated that afternoon. However; I went back in late afternoon to specifically listen to Joe Mazumdar Co-editor of Exploration Insights.
As we are moving into the next commodities Cycle and Bull Market, we at Mining Interactive are only interested in investments that will bring us positive and serious Return on Investment (ROI) and listening to Brent and Joe gave us some very solid advanced companies to benefit our ROI to invest in.
Joe is an Economic Geologist and Brent Cook says that Joe is much smarter than he is and that is why he hired him.
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These are [my emphasis or comments]:
Joe Mazumdar “Our subscribers have asked us what they should buy in the current buoyant gold price environment. We respond that companies with quality assets, in our opinion, trump those with marginal ones despite the fact that the latter may provide more leverage to the gold price.
We prefer a project with high grade and margin with low all-in-costs over one with volume (i.e. lots of ounces) and tend to avoid those that are too geologically or technically complex. We want to see competent Management with relevant experience advancing a project with some infrastructure and financeable upfront capital in a mining friendly jurisdiction.
Our objective is to provide our subscribers with an unbiased opinion when we identify quality assets, which may still be incorrect as we are subject to being human.
Kaminak Gold Corp: Why did Goldcorp buy now? Because at today’s prices, the Coffee open pit, heap leach gold project generates a quick payback of 2-years and is located in a good jurisdiction (Yukon, Canada) with significant exploration upside.
Nevsun recently acquired Reservoir Gold for its Timok high grade, copper-gold project in Serbia which has exploration upside at depth and within the land package. The acquisition also provides Nevsun with much needed geopolitical diversification out of Eritrea where its polymetallic Bisha project is located.
At Exploration Insights, we focus on quality which provides downside risk over leverage as quality assets are not common. Quality assets are always in demand so have a higher probability for a potential M&A bid, which is our exit strategy.
Others may prefer to invest in gold companies that provide more leverage through a portfolio of marginal assets that are currently out of the money but would increase in value almost exponentially with a steep rise in the gold price. This is a risker and more volatile investment that requires a lot more screen time to monitor market sentiment. Remember, leverage cuts both ways.
Look at Brent's Website to get his Bio and other Tidbits
There are fewer High Quality assets likely to garner an M&A bid out there than marginal ones
[Therefore, you have to be positioned with quality assets to take advantage of any potential M&A bid]
[Yes, look at the Website. It is important to note here again what Brent stated on Saturday May 14:]
"I only own things that I understand"
[to serious investors who want to invest in mining companies with good economic projects that can withstand the test of time, Brent Cook and Joe Mazumdar certainly are outstanding and must follow analysts. They will educate you on how to read News Releases; how to read and understand Drill Results as well as helping you understand the difference between Quality and Leverage]
* * *Friends it’s all about profitable trading!
Canadian Exchanges are closed to celebrate Victoria Day on Monday and I wish all our Canadian subscribers an enjoyable and relaxing long weekend.
* * *
Stay Tuned for our Next free of charge TBOS
Trading Based on Martin Armstrong’s “Socrates” Alerts
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Nick L. Nicolaas--------------------------------------------------------------------
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The material in the “Trading Based on Martin Armstrong Socrates Alerts” and the “Stock and Private Placement” alert letter published by Nick L. Nicolaas is for informational purposes only and is not intended to and does not constitute the rendering of investment advice or the solicitation of an offer to buy securities. The “Trading Based on Socrates” and the “Stock and Private Placement” alert discussion contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 (The Act). In particular when used in the preceding discussion the words “plan,” confident that, believe, scheduled, expect, or intend to, and similar conditional expressions are intended to identify forward-looking statements subject to the safe harbor created by the ACT. Such statements are subject to certain risks and uncertainties and actual results could differ materially from those expressed in any of the forward looking statements. Such risks and uncertainties include, but are not limited to future events and financial performance of the company which are inherently uncertain and actual events and / or results may differ materially. In addition we may review investments that are not registered in the U.S. We cannot attest to nor certify the correctness of any information in this note. NLN owns shares in Meadow Bay Gold Corporation. Please consult your financial adviser and perform your own due diligence before considering any companies mentioned in this informational bulletin.