Research - some samples

• Silvercorp:Attack of the Poison Pens  9/21/2011
• Sub-sectors in Oversupply - March of the Lemmings  8/15/2011
• Molycorp (MCP) - Vertically Integrating at a Furious Pace  7/20/2011
• Supercycle or the End of Cheap?  4/28/2011
• UCore (UCU.v) - a Heavy REE snack for a Major  4/20/2011
• Rare Earths - An Agadir Crisis for our time  10/4/2010
• AustAm Mining - Crossed the scorched earth of the U sector  8/23/2010
• Metal & Macro Musings - Peak Gold - at least in price  7/26/2010
• Cuba - Semi Libre  7/22/2010
• Yukon Nevada Gold (YNG.to) - Cornering access to refractory milling in NV  7/6/2010
• HudBay Minerals: Final capitulation by the takeover theorists  5/20/2010
• Silvermex (SMR.to): consolidating an entire district in Mexico  5/13/2010
• Australian Mining: Reed Resources (RDR.ax) - Leaping to the front of the lithium producers  4/27/2010
• Lithium: Oversupply threatens slow death for wannabes  2/3/2010
• Gammon Gold - Long-term disappointing  12/10/2009
• Chilean Copper: neither advancing nor retreating  7/16/2009
• Global Mining: Going Ballistic? - On hostile bids in Mining M&A  6/25/2009
• Rio Tinto/Chinalco: The Window of Opprtunity Slams Shut  6/12/2009
• Latin Mining: Sifting through the rubble for survivors of the macro shock  11/7/2008
• Bolivia: Morales' bark is worse than his bite  10/27/2008
• Navegating the Minefields of Political (and Other) Risk in LatAm  8/8/2008
• Australia vs Canada: Divergent approach to production  4/10/2008
• Argentina: Miners - Digging their way to China  10/17/2007
• Review of the Argentine Mining Scene  10/15/2007
• The New Conquistadores of Latin Mining  4/12/2007
• The Banker Magazine - Ecclestone on China  11/30/2005
• Kalgoorlie Mines (ex-USN): March of the Bullant