Fleck has joined us this week in Mongolia. Last time I traded in a room with him, we had a flash crash. Tomorrow is our last day here in Mongolia–be VERY worried…. lol Hi Kuppy, hope you are doing well!  What’s the scoop on Ivanhoe/Rio Tinto ownership challenge by Mongolia government.  They surely aren’t that stupid over there are they? It makes for good Read More

What are your thoughts on the rare earth mineral space, and also on Lithium. If it is a field you are watching, what are you be looking for? I have zero interest in the space. Lithium has massive oversupply and in a few years, so will the rare earths. They’re speculative toys, not real businesses. I think a number of the over-hyped companies will Read More

I’m in New York City…. What are the ways you can lose on EGD, and how do you monitor it from Mongolia? This is small cap. There’s lots of ways to lose. Fortunately, they have a rock solid balance sheet–so it’s less likely that I lose. There isn’t much that is needed ot monitor a position. I simply buy and read the Pr. About Read More

Kuppy, you mentioned about interactive brokers previously as an investment. You are more familiar with the business than me, is there a risk it can blow up? Is it safe to start an interactive brokers account and put money in there? The cheap commission rates seem too good to be true I don’t know enough about it as an investment, though the shares seem Read More

“This time is different” — four dangerous words.. Hi Kuppy, every time I read one of your articles I go to bed a little bit wiser.. thanks for sharing. I recently red an interview with Prem Watsa where he speaks about a potential chance of a coming second leg in the market, resembling the 1930s.. Also, china is starting to show signs of a Read More

I’m in Hong Kong… Kuppy, I enjoyed your well informed book list. I was relieved to see that you aren’t a Randian; one never knows. I saw this as I got off the plane in Hong Kong. Laughed for like 5 minutes… Thank you for your awesome website. I have been getting my head around the thesis of investing in gold and silver. In Read More

Just landed in Tokyo… Kuppy, Has AAG’s announcement today changed your view of the co.? Thanks It’s pretty frustrating. That’s for sure. I had a hunch that capital costs would increase, but this is a bit much. I’m more interested in the community agreements. While costs are up, so are metal prices. It’s still a very valuable mining asset–but it’s worthless without agreements. I Read More

Back in Ulaanbaatar… My most recent piece on Togrog seems to have had a technical glitch (now fixed). If the link didn’t work yesterday, try it again today. My Q is on Energold and what you would consider the right value for the company. I understand and agree with your thinking that it is undervalued at this time but as an unseasoned investor I Read More

Would you please comment on the price action of MERC? Do you maintain your thesis? People are concerned that the price of NBSK has dropped about 15% in the last few months. Longer term, I think my thesis is intact and the price drop will inhibit any new capital coming into the sector and increasing production. I’ve recently bought a whole lot more shares Read More