Bacanora and Rare Earth Minerals saw their stock take a nice bump upward as the news was announced on Friday. According to the news release, Tesla will buy lithium hydroxide to feed the manufacturing of batteries at its Nevada Gigafactory on the condition that the Sonora project reaches certain milestones and passes product specification qualifications. […]
Can Tesla Make Winners Out of These Lithium Players? Read More »
Tesla Motors Inc. (TSLA:NASDAQ), long known for its ability to keep its buzz machine churning, gave lithium investors something to get excited about this weekend. On Friday, Bacanora Minerals Ltd. (BCN:TSX.V) and Rare Earth Minerals Plc (REM:LSE), owners of the Sonora Lithium Project, announced that they had finalized a conditional, long-term lithium hydroxide supply agreement
Can Tesla Make Winners Out of These Lithium Players? Read More »
The Energy Report: Mick, some prime assets are available in the junior market, but uranium prices continue to languish by and large. In Japan, the Kyushu Electric Power Co. Inc. (9508:TYO) recently restarted a Sendai reactor on the west coast of Kyushu. It is the first start-up of a nuclear reactor in Japan since 2013,
Uranium Has a New Hot Spot: Haywood’s Mick Carew Read More »
The Energy Report: How do you account for falling commodity prices? Steve Palmer: The strong U.S. dollar is driving commodity prices down. The dollar-based slide is magnified by the summer doldrums and the lack of liquidity in many of the junior names. There is also a widespread perception that the Chinese growth rate is slowing,
How AlphaNorth’s Steve Palmer Copes with the Commodity Blues Read More »
The Energy Report: In a previous interview, you said that Trapeze Asset Management uses its valuation model from a bottom-up perspective to tell you where to find individual bargains, and from a top-down perspective to tell you whether markets or sectors are overvalued, undervalued or fairly valued. What is that model telling you about today’s
Randall Abramson Locks On to Unusual Bargains at Today’s Oil Prices Read More »
Trust, But Verify: Jayant Bhandari, a fund adviser, recently published a guide called “High Risk, High Reward: Disciplined Junior Mining Investing” that suggests comparing company presentations to the annual reports usually available on the company website or at sedar.com. “It is not illegal for companies to fail to provide you full information in these presentations,”
Experts' Guide to Getting the Most Out of Company Presentations Read More »
The Energy Report: Do you rely on the stock-to-use ratio to predict grain prices and, if so, what is it telling you right now? Spencer Churchill: Yes, we do. Stock-to-use is a good way of assessing the degree of tightness in any crop market and hence how much underlying support there could be for prices.
The Energy Report: Is investing in agriculture like investing in any other commodity, or do investors new to the space need to get familiar with special considerations? Tom Wallace: Agricultural investment is composed of a multitude of subsectors, so when it comes to making an investment decision, investors need to focus their efforts. Agricultural investment
The Energy Report: With the collapse of the crude oil price and the timing of a recovery difficult to predict, the energy sector has fallen out of favor with investors. In the current oil and gas investment climate, are there any stocks that are immune to the negative sentiment and can still perform? Bill Newman:
Baby Steps: Mackie’s Bill Newman Finds Oil & Gas Plays that Produce No Matter What Read More »
John Mauldin, the man behind Mauldin Economics and author of “Bull’s Eye Investing: Targeting Real Returns in a Smoke and Mirrors Market,” gave some background on the China crisis. He credited the current problems in Chinese markets to a shift away from the previous top-down command economy to an organic market. “Inevitably, this transition is
China, Greece and the NYSE: Black Swans or Red Flags? Read More »