ESG Investing Risks: Tailing Dams, Mining & Brumadinho Aug16

Posted by & filed under Impact Investing, Mining.

Environmental, social and governance (“ESG”) has become a major focus for investors in the mining space as a result of three major tailings dam failures. There has been a huge push, including from investors, to make a step change in the governance of mine tailings dams. A large impetus behind these efforts is coming from ESG minded European pension funds such as the Church of England and the Swedish National Pension Fund

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Gold Investment Outlook Amidst Shifting Trade War Jun6

Posted by & filed under Investing, Mining.

We are updating our commodity precious metal versus base metal preference as of the end of May 2019 in the shifting trade war world, identifying two stocks we like and explaining why we are taking some profits on Alacer Gold Corp. (ASR Cdn $4.07 as of May 31, 2019 on the TSX). Alacer was our “Best Idea” presented at the Hedge Connection event held on December 3, 2018

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Metals and Mining Insights: Getting to the Bottom of the NPI Ceiling on the Nickel Price Nov7

Posted by & filed under Investing, Mining, White Papers/ Thought Pieces.

Nickel spiked to over $50,000 per metric ton (“tonne”) in May 2007, rising 10 fold from its earlier decade lows.  That spike marked the beginning of Chinese involvement in the production of a simple but new nickel pig iron (“NPI”) product that has since placed a seemingly ever lowering ceiling over the nickel price

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