Kuppy. Looks like you got it right… Canfor Pulp to increase Mar. 1 NBSK pulp prices $30/tonne worldwide SAN FRANCISCO, Feb. 11, 2011 (RISI) – Canfor Pulp informed customers worldwide that it would increase northern bleached softwood kraft (NBSK) pulp prices by $30/tonne, effective March 1 until further notice, RISI has learned. Vancouver-headquartered Canfor Pulp will raise its premium reinforcing NBSK price to $990/tonne Read More

I appologize for the sparse postings lately. I have been busy in Mongolia and Canada for the past few weeks. Kuppy, huge call on Mongolia. You really got that right, the index is up over 100% since you wrote about it.. Top performing market this year! Do you think the move is over? Are you selling? Well you heard it here first…. VBG That’s Read More

Still in Mongolia… Heading for home tomorrow, but stopping off in New Orleans first… Laissez Le Bon Temps Rouler… Dear Sir, I am following your blog and I found your article on Mongolia extremely interesting: I opened a brokerage account at BDSec. There has been recently large changes in the share price of BDSec. What is your opinion on that? Are you considering investing Read More

Hello Kuppy, thanks so much for your call on IPT, I bought it with average price around 1.4 and now sit on a nice gain. But the speed it goes up in last week or so really concerns me, I don’t know if there is some background or it’s just nature for such small cap stock. Will you categorize it as an investment, or Read More

I just returned to warm and sunny Miami. My 5 weeks of travel have inhibited my ability to post as frequently as I would have liked. AIC will now return to its normal publishing schedule Hi Kuppy, You mentioned a while back that you would sell your silver when it hit its crazy phase. Silver has been having a good run. Is you your Read More

Hi Harris, With everything that is going on any comments on: Andean American, Impact Silver, Energold, Fibrek Nothing has changed that I know of with those companies. For the most part, I buy good businesses and ignore the news fluctuations unless they significantly impact the companies in question or the companies put out some news that is material. In summary, I haven’t seen anything Read More

Lots of questions today–so buckle up.. Given I think the yuan will rise over time I think it makes sense to own companies who have 100% of their revenues in yuan to get the max benefit of that currency. I have been watching china stocks for a re-entry and think its time for Beijing Airport, BJCHF. At .51 its had a nice correction and Read More

Do you think Energold Drilling has a potential market in Mongolia? Mongolia is mostly flat without much tree cover. They don’t have as strong of a competitive advantage in those conditions. They have a potential everywhere, but Mongolia would be one of the last frontier markets for them to think about. Came across Khan Resources that has an interest in a uranium mine in Read More

Writing from Mongolia… One obvious “possible” megatrend is the substitution of natural gas for oil in transportation in the United States. The obvious plays on this theme are CLNE and WRPT (I have absolutely no opinion on whether these are attractive investments)I am hoping you could publish your thoughts on the potential for a massive increase in the use of natural gas in the Read More