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Research - some samples

  • 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 Macro - Driven off a (small) cliff  8/19/2009
  • 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

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