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Fundamentals & Near Term Drivers Suggest a Switch out of PLL and into LAC
Prompted by recent economic data providing evidence of the peak inflation narrative, a market rebound has been consistent since July 1st...
Aug 15, 2022


Setting the Record Straight on the Effectiveness of the Russian Sanctions
As the Russian invasion of Ukraine reached the five month mark this past weekend, the global economy has since been put on the fast track...
Jul 28, 2022


Alexco Resources: A Problematic Asset (Purchased at a Discount) is Still a Problematic Asset
This morning’s announcement of Hecla Mining's (HL) all-stock deal for Alexco Resources (AXU) should be taken with a sigh of relief from...
Jul 5, 2022


Given Multiple Compression, Is More Mining M&A on the Horizon ? Thoughts on UEX & KGC
Following this past week’s market rebound (reversing three consecutive weekly declines) we note that the market has seemingly (and...
Jun 26, 2022


A Look at Gold, Rates, Equities and Currencies:
In light of the heightened market volatility brought on ever since last week’s hotter than expected May y/y CPI report, it was widely...
Jun 16, 2022


Energy Fuels: Is It Still A Uranium Miner, Or Is It Now A REE Refiner ?
Following Energy Fuels' (TSX:EFR, NYSE:UUUU) Q1/2022 financial results release (revenues of $2.9M and an EPS loss of $0.09) which were...
May 18, 2022


We Said Spasibo, Nyet - Now We Say No Mas! For Kinross Gold
Kinross Gold (KGC) used to be an elite Canadian gold miner, active on the world stage and in the same ranks as other global gold mining...
May 12, 2022


CD Projekt Red: A Turnaround in Financial Results Doesn’t Negate Weak Execution
And now for something completely different: We delve into the realm of video games and take a look at the pride of Polish gaming, a world...
Apr 24, 2022


Sphere 3D: Post-Mortem on a Pump & Dump.
We don’t purposely seek out short selling opportunities, but when basic due diligence reveals such a disconnect from reality (along with...
Apr 14, 2022


Gold and the Dollar Moving in Unison
Only sixteen months ago so many of the pundits in the financial community and were predicting that the U.S. Dollar would collapse, with...
Apr 12, 2022


Long North American Uranium, Steer Clear of Kazatomprom
As we enter the first week of April 2022, we note that uranium spot price recently closed at $58.50/lb (UxC quote), representing a YTD...
Apr 4, 2022


Energy Fuels: Be Wary of Numerous Corporate Commodity Pivots
As the West looks to diversify away from Russian oil and natural gas imports, a renewed focus has been placed in alternative energy...
Mar 10, 2022


Going Underweight Russia
Continuing the theme of dramatically reducing our exposure to Russia in our CEE fund, we earlier highlighted our exits from various...
Feb 28, 2022


Networking Equipment: New Cycle in Enterprise Upgrades to Finally Lift the Sector
Arista Networks (ANET) reported strong Q4/2021 financial figures with both top and bottom lines topping expectations while also providing...
Feb 15, 2022


Sabina Gold & Silver: Financing Overhang Lifted, Time to Revisit the Story ?
Sabina Gold & Silver Corp. (SBB) announced a long awaited financing package earlier today which will cover the Nunavut-based Goose Mine...
Feb 8, 2022


Ranking the Large Cap. Miners
From the commodity space we believe that the unprecedented levels of fiscal and monetary policies across the globe will lead to sustained...
Feb 1, 2022


The Time is Right (Once Again) For Lithium Americas
The lithium space remains hot with strong pricing underpinning solid EV fundamentals. Time to revisit our LAC trade ?
Jan 31, 2022
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