Gold and Silver and Hard Assets after Trump’s Inauguration…2017

By hendrixnuzzles, January 23, 2017

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

MAKE YOUR PORTFOLIO GREAT AGAIN !
This thread is a continuation of several threads posted previously by the author on gold and silver and hard asset investments. I am still a believer in hard assets. I also believe we are entering a period of inflation with continued dollar devaluation, higher interest rates, and a sluggish economy with chaotic dislocations. I believe there will be a lot of uncertainty and high volatility.

PURPOSE My intent is to find and discuss good mining and commodity ideas. Gold and silver remain a focus, but I want to achieve a more balanced approach still based on tangible commodities.

STEEL and IRON ORE…I believe Trump’s programs will benefit iron ore and steel. Stocks in this sector have been beaten down terribly but are rebounding. I am long VALE, a Brazilian company which is the world’s largest iron ore producer. I have been long Arcelor Mittal but do not have a position at the moment. Anybody know anything about cement and asphalt ?
COPPER, ZINC, PGM METALS…My very best conviction stock is Ivanhoe Mines IVPAF. I am completely comfortable with a large single position in IVPAF to cover these metals. However other investors may be uncomfortable with a small cap in sub-Saharan Africa. So I think it is beneficial to introduce other names even though I myself am not interested. Rio Tinto, Freeport-McMoran, Teck, Turquoise Hill, BHP and others come to mind. Travis, our host, is long Altius Minerals, and I have been also.
URANIUM…I’m bullish but the choices seem pretty limited. My top three investment-grade choices are Cameco first, then Cameco second, or my third pick would be Cameco. After that, you are speculating on small caps, or buying ETFS or funds comprised of Cameco and some small caps. At the moment, I am long Cameco and UEC.
LITHIUM…I am considering a long position in lithium. I have nothing to recommend at the moment, although I am strongly considering Galaxy, an Australian company. And I like Neometals, also an Australian, but it is difficult to get from my broker, who hates it when I want to buy obscure 50 cent companies on small foreign exchanges. If anybody’s got a great battery play, I am interested.
POTASH/FERTILIZER…very interested but they all seem pretty expensive. There has been consolidation but I have considered Agrium, Mosaic, and there is a German company whose name I forget at the moment (K&D? K&S?).
OIL AND GAS…I would like some very good conviction picks accompanied by strong reasons and decent research. This field is so big, we could get completely lost just tossing names around. I am somewhat worried about price weakness in the energy sector but feel that it is worthwhile to develop a point of view on a few companies. I have little experience although I made very good money in the past on XOM and CVX. Currently I would be interested in pipelines, LNG, or any other sector that someone knows something about. In natgas I like OGZPY.
SOLAR and WIND…really not too interested. The results depend too much on politics, the time frames seem too long. But I am not completely closed-minded on it if you have conviction on something.
COAL…same opinion as solar and wind, but the prices are low and depressed instead of hyped and high-flying. I am still stuck with some defaulted Arch Coal bonds that my financial advisor recommended. They went to ZERO. Now they are worth a Starbucks latte and a pastry. And no espresso shot in the latte, either.
AGRICULTURE…very interested. A large sector but really not too many choices if you rule out futures, like I do. I have a few obscure favorites, but no positions at present:
WHGPY (Chinese pork processor who bought Smithfield)
LAND (Gladstone Land, California farmland)
INCPY (Input Capital, a Canadian canola, streaming model).
Open to more conventional picks like ADM and DBA.
GOLD AND SILVER…my picks have been discussed at length previously. I follow these pretty closely. I am long royalty/streamers SAND, FNV, SLW, and OR; miners PVG, MAG; developers SA, CLASF, MRDCF, BALMF, KNTNF, and LXVMF; and I own PSLV and physical bullion. I swing trade big caps ABX and NEM.
****
DISCLOSURES. I am a retired executive and an amateur investor. I like both fundamental and technical analysis. I am a medium-term to long-term position player and prefer to discuss stock investment in that context. Please no minute-by-minute reports that oil is now 52.50 down 10 cents and the Iranians may suspend Ramadan next week so you are going long until the afternoon bell.

I am not an expert in any of the commodities discussed nor am I qualified to give advice.
Everyone makes mistakes and I make more than my share.Sometimes I change my mind.

When I post, I express my opinions and my positions. These are just that…they are my opinions and my positions. They are not advice or recommendations, which I remind you I am unqualified to make.

Opinions and positions are subject to change at any moment. That is quite unlike the pig-headed and foolish political convictions everybody carries around adamantly, and which change only rarely for unpredictable reasons that have nothing to do with logical thought or reasoned discussion.
Because of this, political developments can be introduced on this thread only when they have a clear bearing on the commodities or companies under discussion.

You are responsible for your decisions, and I am responsible for mine. Caveat emptor.

I would like to operate in a friendly, honest, and constructive atmosphere.
As thread moderator I reserve to myself the role of referee, censor, arbiter, and Grand Poobah, subject to the over-arching authority of Travis, who owns the site and who has on occasion exercised his right to ruthlessly censor and suppress my radical blatherings.

Leave a Reply

872 Comments on " Gold and Silver and Hard Assets after Trump’s Inauguration…2017"

avatar

leslie7
Irregular
210
leslie7

MiningStockEducation.com video: 5 Tips for Investing.
Refers to Druckenmiller.
Tips:
– self-direct
– be contrarian
– strategy and focus
– discipline
– be forward thinking
https://www.youtube.com/watch?v=9KpoYVFZFxA

leslie7
Irregular
210
leslie7

MiningStockEducation.com video: How to Profit from the Cyclicality of Mining Stocks

https://www.youtube.com/watch?v=7SW96tD9Kdg

leslie7
Irregular
210
leslie7

Excellent for relative newbies (like me) in PM mining.

MiningStockEducation.com video: Where in the lifecycle of a mine to invest for the best returns.

https://www.youtube.com/watch?v=-5lBSESTxqc

leslie7
Irregular
210
leslie7

This video presents Marin Katusa’s warning to uranium investors regarding which jurisdictions he considers unsafe and which he recommends.

MiningStockEducation.com: Uranium investment warnings
https://www.youtube.com/watch?v=yMYAbIaYKtk

leslie7
Irregular
210
leslie7

And one more…

MiningStockEducation.com: 2017 Gold and Silver Price Predictions from Ten Experts

https://www.youtube.com/watch?v=qNTyP8eo45M

leslie7
Irregular
210
leslie7
Jurisdictions… This is probably a question without a good answer, but I’ll ask anyway. Is there some way to predict/guess which jurisdictions might be the most prone to civil unrest or nationalization of mines in the event of a worldwide financial crisis? I viewed a video today in which Marin Katusa says to stay far away from any mining projects that involve Russia or China (not just IN Russia or China, but involving them, also). He seems to advise investing instead in North America and some parts of South America. With all of the gloom and doom forecasts regarding the… Read more »
drykoff
Irregular
0
drykoff

SA Does anyone have any insight or opinion on Seabridge Gold? Been doing some research and pulled to them due to their apparent good relationship to the locals and attempt to decrease the negative footprint left by mining in general.

renbycage
Irregular
1
renbycage
I’ve owned it since january/16, since then its gone from 7 to 16 back down to 7 now back up to 11.5, for a bit of a roller coaster ride. Its a gold in the ground play, with high reward potential, but I don’t believe there is any guarantee they cash in. It may take $1600 gold to mine their stuff, and if we get that, all these gold stocks will be bursting, so pick your horses. I’m cashing this one out, with a side bet this company gave me a double in 14 months, and I’m good with that,… Read more »
hedy1234
Irregular
434
hedy1234

Please put the stock $TICKER in your writeup. Thanks.

dunnydame
Irregular
260
dunnydame

And when the dollar sign $ is in front, it makes it easier to search for information on that particular $STOCK $TICKER.

drykoff
Irregular
0
drykoff

You are awesome. Thank you. I’ll keep watching

renbycage
Irregular
1
renbycage
$TLRS I thought this was an interesting press release. I posted about this company a month or two ago, under the banner “this one might be very underpriced”. In the next 10 days they need to make a 1M option payment on their property, and for everything I know, the payment is not in doubt. When they make it, it could be a catalyst for a price increase, again, they look silly undervalued to me. But I don’t know, this press release kind of has the feel of pump and dump time. I am long, so if they help run… Read more »
leslie7
Irregular
210
leslie7
Gold, silver, uranium, etc., in Australia. (Williamstown, if you have good information to add, please share!) As I was thinking about jurisdiction risks, I remembered that I have a couple of small positions in Australian gold mines. I could be incorrect, but I’m betting that Australian mines are pretty “safe” as far as jurisdiction issues are involved. I’d say at least as safe as North American mines. (Williamstown, any thoughts on that?) That said, I’ve been perusing the web looking for possibilities. Here’s what I’ve found on Wikipedia (not exactly a mining journal, but typically actively corrected by editors) regarding… Read more »
renbycage
Irregular
1
renbycage
$TLRS Timberline: I posted about this company a month or two ago, and linked some material that made a big case that this stock was under-valued. Earlier today I posted a kind of strange press release. I researched the company they just gave a bunch of stock options to, here is another release from another miner who used them: “””Excelsior Mining Corp. announced the retention of O&M Partners, a New York City based communications firm as a corporate advisor. O&M will assist the Company in targeting non-deal open-market investors through a virtual awareness campaign, which will introduce Excelsior to a… Read more »
hedy1234
Irregular
434
hedy1234

Stock has lost 95 % of its value over the past 5 years…..

renbycage
Irregular
1
renbycage

yes, true. The deposit hasn’t however, and if you look into it, so underpriced now relative to its peers. Anyway, it looks like it just hired a PR firm to pump it, its under-valuedness will be a selling point, and I am now going to look into this O&M Partners, and see what happened to the stock prices of the companies that have hired them in the past.

renbycage
Irregular
1
renbycage

About us

O & M Partners is a New York-based marketing and communications firm focused on incubating entrepreneurial public companies.

renbycage
Irregular
1
renbycage

O&M Partners is widely recognized by institutional and independent money managers for its ability to discover high-potential companies, identify sector trends, and qualify market sentiment. Since 1995, O&M’s New York-based marketing professionals have been bringing Wall Street together with the senior management of publicly traded companies on the TSX, TSX-V, NASDAQ, OTCQX and NYSE MKT AMX. O&M specializes in non-deal institutional marketing of micro- and small-caps.

renbycage
Irregular
1
renbycage

I’ve looked at 5 companies who’ve announced the hiring of O&M, 4 of them had at least a 20% bump in the 2 months that followed, the fifth went down

renbycage
Irregular
1
renbycage

I also need to mention this company has a 1M option payment due in 10 days, and if it doesn’t make it, its game over. I have several reasons to believe it won’t be a problem, so I’m not worried about it, I play this company for a re-valuation in the next 2-3 months, then probably dump it, hopefully for a decent % gain.

hedy1234
Irregular
434
hedy1234

HN
Which stock are you referring to?

hedy1234
Irregular
434
hedy1234

Understand but since we have other more certain companies to invest in, why gamble?

There must be a valid reason no one else has come into the picture.

renbycage
Irregular
1
renbycage

Yes, everybody has his own risk/reward comfort zones. I just see this as a good short term play with a high likelihood of giving me a quick pop in the next 2-3 months. We’ll see what happens.

Lulu
Guest
0
Lulu

what stock?

hedy1234
Irregular
434
hedy1234

$TLRS

drykoff
Irregular
0
drykoff

I am a real newby here. Can not seem to get the search to work for older posts. I would love to read them but feeling very remedial on finding 🙁

leslie7
Irregular
210
leslie7

Hi, drykoff.

Here’s a link to the discussion that HN set up before this one:

http://www.stockgumshoe.com/2016/06/microblog-gold-bull-investments-for-the-next-leg-upjune-2016/comment-page-1/#comment-4836213

Don’t feel alone…discussions are incredibly difficult to find unless you know the titles of them!

There is lots of great information–especially HN’s analyses and descriptions of his thought processes–in every one of his microblogs!! Many others have also contributed valuable information and insights, too.

Happy reading!

motion
Irregular
0

any thoughts, ideas, commentary on rccmf company. new drilling technology seems very worthwhile.

Travis Johnson, Stock Gumshoe
Admin
4972

Haven’t looked at them in a long time, but they were promoted a few years ago and seemed a long way from being “real” back then. New technology for old industries always sounds cool to non-experts like me, but it’s usually not nearly as practical as promoters imply — change in heavy industries is often very slow. So far they seem to have made little progress, but I haven’t looked at the details.

secretsquirrel
Irregular
53
secretsquirrel
Ivanhoe Mines Latest Announcement. Ivanhoe Mines Latest News…. From – http://www.marketwired.com/ New discovery hole intersects a shallow, 3.8-kilometre extension – now known as Kakula West – of the Kakula Copper Discovery at the Kamoa-Kakula Project Length of copper-rich mineralized system at Kakula essentially doubled to more than 10 kilometres and remains open for expansion Five of 14 drill rigs now on site targeting additional Kakula West drilling and high-priority targets on the 400-square-kilometre project KOLWEZI, DEMOCRATIC REPUBLIC OF CONGO–(Marketwired – March 21, 2017) – Ivanhoe Mines (TSX:IVN)(OTCQX:IVPAF) Executive Chairman Robert Friedland and Chief Executive Officer Lars-Eric Johansson announced today that… Read more »
secretsquirrel
Irregular
53
secretsquirrel

And here….

Ivanhoe Mines: New Discovery Hole Intersects Shallow, 3.8-Kilometre Extension – Now Known as Kakula West – of Kakula Copper Discovery at Kamoa-Kakula Project

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/397-tsx/ivn/30446-ivanhoe-mines-new-discovery-hole-intersects-shallow-3-8-kilometre-extension-now-known-as-kakula-west-of-kakula-copper-discovery-at-kamoa-kakula-project.html

dunnydame
Guest
0
dunnydame

This site is straying too far into the realm of political soapboxing for my tastes. Don’t we have a place for this sort of conversation?

dunnydame
Irregular
260
dunnydame

Oops, forgot to sign in on previous message.
Does someone have the link for where political views can be talked about without cluttering up hn’s microblog?

alanh
Irregular
3926

Agree. Heres the place for political comments.
http://www.stockgumshoe.com/2016/11/ club house-for-politics-religion-etc-volume-7

SoGiAm
Irregular
5096
dunnydame
Irregular
260
dunnydame

Muchas gracias for the link, Señor Ben.
Penny

dunnydame
Irregular
260
dunnydame

Merci beaucoup for the link, Alan.
Penny

ksand52
Irregular
34
ksand52
Looks like somebody has been very busy this quarter Long Sandstorm Gold (NYSE MKT: SAND, TSX: SSL) SANDSTORM GOLD ANNOUNCES THE ACQUISITION OF 22 ROYALTIES DURING Q1, 2017 Vancouver, British Columbia | March 23, 2017 Sandstorm Gold Ltd. (“Sandstorm” or the “Company”) (NYSE MKT: SAND, TSX: SSL) has acquired 22 net smelter return (“NSR”) royalties during the first quarter of 2017 for consideration of US$1.9 million. The assets include royalties on development-stage, advance exploration-stage and exploration-stage projects located in Canada, Mexico and Peru. A complete list of the projects is below: http://sandstormgold.com/news/2017/index.php?&content_id=521 “The collection of royalties that we have acquired… Read more »
renbycage
Irregular
1
renbycage

$SAND 1.9 mil worth of stuff isn’t going to move the dial. Since its original run up for me from 3 to 6.5, been really disappointed with the stock price. Willing to be patient, from what I can tell, things are fine for the company in general. Hoping and expecting some deals this year that progress things, not pocket change deals like announced here, cause right now, the companies projections for 2020 aren’t really that exciting.

secretsquirrel
Irregular
53
secretsquirrel

Sold all my Sand stock a while back and bought Ivanhoe, so far so good but time will tell if I’m right….

williamstown
Irregular
2
HN: $ LOM ( Australia ) Lucapa Diamonds update, website : http://www.lucapa.com.au .Latest announcement Mothae JORC Classified Diamond Resource.ASX ( Aust. ) 3/24/2017 Some points: 1 Inferred not measured resource value estimated by MSA to be just under 39M tonnes at a diamond grade of 2.7 carats per 100 tonnes, containing approx. 1M carats at an average modelled revenue of approx. US $1k per carat, 2 This is based only to 300 metres depth, and could possibly double that figure when going from 300 to 500 metres, 3 LOM has made the first payment of US$ 400K to the Government… Read more »
secretsquirrel
Guest
0
secretsquirrel

https://www.ivanhoemines.com/projects/overview/

Ivanhoe Mines
As-it-happens update ⋅ 25 March 2017

secretsquirrel
Irregular
53
secretsquirrel

Kaiser Report – from 3 minutes in Ivanhoe Mines….

https://secure.kaiserresearch.com/s3/KaiserBlog.asp?ReportID=783865&_Type=Kaiser-Blog&_Title=KMW-Blog-Mar-24-2017-Discovery-Watch-with-Jim-Goddard-and-John-Kaiser

He mentioned a Google Earth view of the new find area, page link here:

https://secure.kaiserresearch.com/s2/CompanyProfile.asp?ReportID=553728&_Type=KRO-Profile&_Title=Ivanhoe-Mines-Ltd-IVN-T

Ivanhoe is going to the moon IMO….as is being said just how big can this find get? Potentially not just the biggest in Africa but the world and no way does the current SP really reflect true value, just saying.

Lots of Ivanhoe news on the horizon.

renbycage
Guest
0
renbycage
$SAND So please enlighten me if I have this wrong. Sandstorm just purchased 22 royalties for 1.9 mil. When you look at SAND they talk about all their many diversified royalty streams, I don’t know the present number, somewhere between 100-300. Now all of these 22 they just bought are from explorers. 1.9 mil of stuff doesn’t seem like much more than pocket change. I am assuming these small explorers need 100K or so to keep exploring for another year, hoping to hit pay dirt. I doubt any of them are producing anything. So 1% of nothing is nothing. I… Read more »
Griffin
Irregular
443
Griffin

FYI – Cobalt Miner News For March 2017

Summary
Cobalt sot price news – Cobalt spot prices rise further on supply shortages.
Cobalt market news – China approves NMC (nickel-manganese-cobalt) bttery technology for green car subsidies.
Cobalt miner news – Glencore CEO said “in 2018, our overall cobalt production goes into the 50,000 tonnes to 60,000 tonnes range.”.

Welcome to the March 2017 cobalt miner news. The focus will be on the cobalt miners that are in, or reasonably near, production, as well as featuring a few promising juniors each month. For a background on the cobalt miners, investors can read my earlier articles:

https://seekingalpha.com/article/4058147-cobalt-miner-news-march-2017?app=1&uprof=46&isDirectRoadblock=true

x post

renbycage
Irregular
1
renbycage

$TLRS So, I have to suppress myself a bit, I just give you the news with no boyish enthusiasm. I gave you all the facts, and make a case for TLRS, as a short term pop waiting to happen. Today is up 35.25%.

renbycage
Irregular
1
renbycage

Of course, tomorrow may go down 40%, one day isn’t the end game, but pretty nice day as days go for a stock.

renbycage
Irregular
1
renbycage
Just to review the case, they have a very good deposit in a very good jurisdiction, they are way underpriced relative to their peers, they had an option payment that was holding down the price due tomorrow, but I had 3 reference points at least, that gave me confidence that wasn’t going to be an issue, and expected a pop once that payment was made. That was today. Next, they just hired a firm for big money [in stock] to firm up their “investor relations”, I hope everybody here knows what that means, if not, does penis pump mean anything… Read more »
No ticker
Guest
0
No ticker

W5, no idea who or what this is referring to. Pls TICKER. Really ? Makes me very pissy!!!

denton
Irregular
4
denton

$TLRS long…sure enjoyed the reaction to financing completed and $1M option payment made…more to come.

hendrixnuzzles
Guest
0
hendrixnuzzles
Condor Resources…$CNRIF (OTC USA), $CN.V (TSX)…this speculation is similar to Kivalliq, in that the main due diligence is in the inferred approval of the Sandstorm geologists and financial guys. Condor’s Lucero project was featured, along with the Angilak property held by Kivalliq, in the Sandstorm news release about first quarter royalty acquisitions. Condor Resources has a stock price is of 6 or 7 cents, and the market cap is microscopic…under $10 million. The stock was at a penny last fall. Condor was broke. Their November 2016 statement had negative $77K operating cash. Pretty scary. Has the appearance of an aggressive… Read more »
alanh
Guest
0
alanh
$CNRIF (OTC USA), $CN.V (TSX): HN: As youll know, Ive been a gummy for ages…..I know how the site works coz I helped to shape it. I wanted to thank you for all this DD….it would be so easy for you to do it alone at home and not share one pixel with the wider audience. So its generous of you and important that others realise that. Like TD’s, its fine for others to disagree so long as they explain themselves…..if theres no explanation supported by available data or logically reasoned argument, then the group gains nothing from an (actual… Read more »
wneils
Irregular
64
wneils

That ALL was spot on Sir. I thought I was the only one that felt that way about the current iteration of the Bio thread. I used to be focused but now it’s a cacophony of disparate voices.

1 3 4 5
wpDiscuz