Have u read the new Apex presentation that came out a few days ago? http://apexminerals.com/reports/AGM2-Presentation261110.pdf What are your thoughts? I mean, it looks like it is doing a runrate of 85,000oz ~850 cash cost So can I assume that cashflow = 1350-850 * 85,000 = 42.5m?? Let’s not declare victory yet. One good month doesn’t mean that Wiluna is out of the woods yet. Read More

Two weeks ago, you said you were going to participate in the Impact Silver (IPT.V) financing at 1.25. Do you intend to write more about it? Probably not. The stock is now 40% above what I paid just last week. Feels kind of silly to say anything about it now. Heck, even my $1.75 warrants were in the money for a few minutes this Read More

Thanks very much for the informative column on bought deals. Two stocks that I own (TAO.V and SLG.V) recently did bought deals, in both cases at about 10% below prior close. In neither case did the price drop the next day to anywhere near the deal price. In fact, by the end of the day the price hadn’t dropped at all. What would a Read More

i have a question concerning apex minerals. for me it feels as if the time has come to buy apex in size. it seems they are on track to become a profitable mine but the price has not responded accordingly. the volume in the last two weeks feels like the last sellers before it is free again. my suscpicion was tax loss selling but Read More

I’m in Toronto for a board meeting. Now I remember why I live in Miami. This is the first snowstorm I have seen in years… I hope to never see another I read recently that the Mongolian government November 19, announced it was suspending close to 1,800 mining licenses. That’s nearly half the country’s total of 4,000, and it includes 254 gold mining licenses. Read More

Thanks for your post about Ben. How do you frame one’s decision to raise cash if invested in money printing beneficiaries such as miners? Does your experience suggest that even though these names will ultimately benefit from a buckling dollar that a potential market selloff warrants unloading portions of these names as well? Perhaps you could give us a general idea too for names Read More

Though Mr. Market seems to be looking the other way, you’ve noted for readers that Apex’s operating results have steadily improved in 2010. I noticed in the November update that Mark Ashley promised an updated resource estimate would be released as soon as this week. Given that the 2009 resource estimates were much larger than the figures for 2008, do you think there is Read More

“Can’t Argue with Stupid” — great article, great lesson learned. Any CEO/company in particular that triggered this topic? Anything we should beconcerned about? Love your site! It’s a great compliment to the work that Fleck does. Very cool to read about these truly “leading edge” ideas that you explore! I’m honored that you think this site is in the same category as Fleck’s…. I Read More

I want to wish you all a Happy New Year!! I have noted that Energold has no operations in Australia. Is that because Australia is too accessible to need man portable drilling units? Do you have any opinion on Swick Mining Services (AU:SWK)? Yeah, you pretty much sum it up. There’s too much competition and it’s all flat. No need for Energold there. I Read More