Recent Publications
Here are some of our recent publications available to subscribers only.
Chile - Venezuela: Who is the more commodity dependent?
Peru: State of the Peruvian Mining Nation - 12 key companies reviewed
Argentina: MercadoLibre: Beware the whizzkid factor
Latin Portfolio Strategy: Quarterly stock review - October 07
Venezuela Mining: GRZ - The Russians are Coming
The S&P Latin 40 Index: Mended but not yet fixed
Venezuela Mining: Gold Reserve (GRZ.to) - Expansion upon Company's Prospects
Peru Mining: Minera IRL - Fast-tracking to production
Latin Macro: Ignore the barometer at your peril
Peru Mining: Inca Pacific - Strong buy in light of the feasibility study
Latin Macro: Ignore the barometer at your peril
Latin Macro: The Paradox of Sovereign Bonds "in a time of cholera"
Latin Mining: Northern Peru Copper (NOC.to) - another bid in the wings?
Latin Macro: Peruvian Inflation - depends which stone you turn
Latin Mining: Reflationary Supercycle Still Intact
Latin Mining: Copper - Forget the US housing drivel
Latin Portfolio Strategy: Top Ten (non-mining) names for 2008
Latin Mining: Condor Resources (CN.v) - Hunting for Latin copper elephants
Latin Macro: The Argentine Peso - Ripe for Revaluation
Chile: Energy Crisis - Dimensions and Implications
Latin Macro: Chilean pension funds - not the ones to give advice
Latin Mining: Fortuna Silver (FVI.v) - Intimations of greatness
Latin Mining: Far West Mining (FWM.to) - Better ways to invest in Chile
Latin Equities: Telecom Argentina Results - debunking bogus analysis
Latin Mining: Ecuador's Windfall Tax in Perspective
Latin Equities: Shorting ECH on declining Chilean short term macro outlook
Latin Mining: Palladon Ventures (PLL.v)- a takeover morsel in the new Iron Age
Latin Mining: Cardero Resources (CDY)- Much Ado about Nothing
Latin Mining: Australia - Canada divergent approach to production
Latin Mining: International Nickel Ventures (INV.to)-a play on Brazil's emergence as a major new nickel playing field
Latin Mining: Vale - a "major" wannabe?
Latin Mining: Vale - Blood & Goro
Latin Equities: The Composition of the Lima Bolsa Indices
Latin Mining: Mexican Miners - Obscure Objects of Desire
Latin Mining: An M&A Tsunami on the Way?
Latin Mining: The Emerging Brazil Nickel Sector
Latin Mining: Ecuador - the three-concession rule
Latin Mining: Rincon Lithium - the new player in the lithium/potash space
Latin Macro: The EMBI Paradox
Latin Mining: Navegating the Minefields of Political (and Other) Risk in LatAm
Latin Mining: Bolivia - Is Evo's Bark worse than his Bite?
Latin Mining: Creston Moly (CMS) - likely cashflow flood even on modest moly price projections
Latin Mining: Fortuna Silver (FVI.v)- Forging ahead in tough times
Latin Mining: Mirabela Nickel(MNB.to)- Getting the financing ducks in a row
Latin Mining: M&A - the name of the game in 2009
Latin Mining: Hochschild (HOC.L) - Ventruing forth from the Bunker
Latin Mining: Dia Bras Exploration (DIB.v) - the "pilot mine" that isn't...
Latin Mining: Cdn Gold Hunter/Suramina merger - the pan-latin junior in the Lundin camp
Global Mining: Gabriel Resources (GBU.to) - Short Call - an overdone story for the short-term
Mining Strategy: De Profondis - assessing the outlook for zinc and some players
Latin Mining: Capital Gold (CGC.to)- getting shortchanged in Gammon offer
Latin Mining: Fortuna Silver/Radius Gold (RDU.v)- keeping it all in the corporate family?
Latin Mining: La Rioja: returning to the fold as an orthodox mining district
Latin Mining: Lithium Mining - Brine beats "rock" mining anyway one looks at it
Latin Mining: US Gold (UXG) - Read His Lips (or at least the Large Print Version)
Global Mining: Rio Tinto - Chinalco - now the hard slog for the Chinese
Latin Mining: Cardero Resources - a Iron-filled Fortune Cookie
Global Mining: Hostile Bids - no more Mr Nice Guy
Global Mining: Klondex - Silvercorp - SOS from Self-serving directors
Global Mining: The KBX/IBX/IMA merger - three is a crowd
Global Mining: HudBay - suffering Post-Traumatic Stress Disorder
Latin Mining: Latin American Minerals (LAT.v) - undervalued lithium assets embedded in a gold play
Global Mining: Nyrstar (NYR:BT) - Reincarnating Zinifex?
Latin Mining: Capital Gold - a clean sweep to prepare for production growth
Global Mining: The Inefficiencies of the Gold Miners ETF (GDX)
Global Mining: Hudbay Short - Callinan Mines Long: a pairs trade
Latin Mining: Magellan Minerals - following in the footsteps of the garimpieros
Global Mining: Sherritt (S.to) - dancing to more than just a Cuban Beat
Latin Mining: ECU Silver - Everything but the "helicopter"
Latin Mining: Gammon Gold (GRS) - Long term disappointing
Global Mining: Callinan Mines (CAA.v) - cornering Hudbay for the great shakedown
Global Mining: NGex (NGQ.to) - spread far and wide
Global Mining: Adamus Resources (ADU.ax) - storming towards production
Global Mining: Rare Earths - "Unobtainium" or common as dirt?
Global Mining: Lithium Review: Oversupply threatens most wannabes with a lingering death
Mining: Duluth/Wallbridge (DM.to/WM.to) - Antofagasta's Trojan Horse?
Mining: HudBay (HBM.to) - Fourth quarter results - worse than ever...
Mining: OZ Minerals (OZL.ax): Out of the ashes rises.....
Mining: The Lifecycle of Miners - immutable or changeable?
Mining: Nyrstar (NYR:BT) - Rebuilding its Upstream at a Furious Pace
Latin Mining: Capital Gold: Bid for Nayarit Gold- redolent of Gammon
Mining: Chinese Miners Review - Increasingly Precious
Latin Mining: Dia Bras (DIB.v)- Light at the End of the Mine?
Mining: Reed Resources (RDR.ax) - Leapfrogging to the front of the Lithium pack
Mining: Lifecycles of the Rare Earth Sector
Latin Mining: Silvermex (SMR.v): Corralling a Whole District - a Mexican Hecla in the Making
Mining: Junior Gold Miners ETF (GDXJ)- Redefining the word "junior"
Mining: HudBay Minerals (HBM.to): Capitulation by the takeover theorists?
Latin Mining: Andina Minerals (ADM.v) - slow going towards a dubious goal
Latin Mining: Malaga (MLG.to) - Breaking the Chinese Stranglehold on Tungsten
Mining: Zinc & Lead - Apocalypse Now?
Latin Mining: Capital Gold (CGC) - Drifting without a Captain
Mining: Yukon Nevada Gold (YKN.to) - A Strategic Playing Piece in Refractory Gold Milling
Mining: Specialty Metals - Soup to Nuts?
Mining: OZ Minerals (OZL.ax) - Upgrading to Long Stance on Corporate Actions
Mining: Salares Lithium (LIT.v) and Talison merger - a marriage made in lithium heaven
Mining: Financing - Trouble in Paradise
Mining: Australian American Mining (AIW.ax) - a survivor of the uranium meltdown
Latin Mining: Patagonia Gold (PGD.L) - next cab off the rank after Andean?
Mining: The GDX-J - a Moving Feast
Latin Mining: Capital Gold (CGC) - Timmins Gold or Gammon Gold - Mercy Killing?
Mining: Rare Earths - An "Agadir" for our Time
Thinkpiece: Shares on Issue - disease or addiction?
Latin Mining: Kings Minerals (KMN.ax/to) - Massive Resource Needs Good Home
Thinkpiece: NI 43-101 vs JORC
Mining: Callinan Mines (CAA.v) - Dangling the Bait
Thinkpiece: Death Spiral Financings in the Mining Space
Latin Mining: Silvermex (SLX.to) - merger with Genco finally put to bed
Mining: REMX - The REE/Strategic Metals ETF - Somewhat of a Camel...
Mining: Lundin (LUN.to) - something worth fighting over
Mining: US Nickel (USN.ax)- despite its name a new gold production story
Mining: UCore (UCU.v) - A Tasty Rare Earth Snack for Predators
Mining: The GDX - Falling Way Behind the Physical ETF
Mining Thinkpiece: Supercycle or the End of Cheap?
Mining: Adamus Resources (ADU.ax/ADU.v) - In production - now a juicy target
Latin Mining: Cerro Resources (CJO.ax/CJO.to) - Palmarejo Redux
Thinkpiece: Zinc & Lead - Awaiting their Day in the Sun
Mining: Silvercorp (SVM) - Attack of the Poison Pens
Mine Visit: Entree Gold (ETG) - Aspirations to consolidate a district
Mining: Capstone (CS.to) - Makings of a New Major?
Thinkpiece: March of the Lemmings - Overcrowded Sub-sectors
Mining: Donner Metals (DON.v) - Moving to Production with "Big Brother" Xstrata
Mining: Yukon Nevada Gold (YNG.to) - finally back on track..
Thinkpiece: Revisiting the REE Lifecycle
Sub-Sector Coverage: Tungsten - the Cutting Edge Metal
Mine Visit: Quaterra Resources (QMM)- Yerington shaping up to be big
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