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Fri May 17, 2013 Spec Value Hunter Comment: Spartan disclosures create North Rok roller-coaster for Colorado Lack of obvious clues about visual extent of mineralization in North Rok core sparks market volatility. (19 KB) |
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Tue May 14, 2013 Spec Value Hunter Comment: Verde Potash BFS needs 200 tpd demonstration plant for critical performance guarantees Verde Potash "discovers" it needs an expensive 200 tpd 6 month pilot plant demonstration to make its feasibility study "bankable". (19 KB) |
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Thu May 2, 2013 Spec Value Hunter Comment: Colorado's North Rok has potential to be a major copper-gold discovery Bottom-Fish Pick in $0.20-$0.29 pulls discovery hole at North Rok, a lower priority BC prospect that is now the focus of a Spec Value Hunter recommendation. (15 KB) |
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Thu Mar 28, 2013 Spec Value Hunter Comment: Recommendation Strategy for Highway 50 Gold Corp Highway 50 is the antithesis to the prospect generator farmout model: management passionately visualizing the outcome potential and underlying geological reasoning, and risking shareholder risk capital in pursuit of a very big reward. (25 KB) |
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Tue Mar 26, 2013 Spec Value Hunter Comment: Geologix publishes positive PFS for Tepal copper-gold project Market reaction to Tepal PFS suggests that we better head for the wills with out guns, bullets and rations. (21 KB) |
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Fri Mar 22, 2013 Spec Value Hunter Comment: Cliffs offers conservative Decar PEA as penance for Bloom Lake blunder Cliffs, perhaps reacting to fallout from its Bloom Lake blunder, produces a very conservative PEA for Decar. (21 KB) |
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Mon Mar 18, 2013 Index Member Comment: Great Western delivers PEA for Steenskampskraal rare earth extraction and separation facility Despite being the highest grade rare earth project in the world, Steenkampskraal, according to its PEA, is a bust at domestic spot prices prevailing in March 2013. (13 KB) |
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Thu Feb 28, 2013 Spec Value Hunter Comment: Results from initial Karapinar drilling by First Quantum cool expectations Initial drilling by First Quantum in key IP anomaly area east hole of #18 hits mineralized endoskarn instead of secondary enrichment blanket. (9 KB) |
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Tue Feb 19, 2013 Bottom-Fish Comment: Bottom-Fish Recommendation Strategy for Benton Resources Inc (15 KB) |
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Mon Feb 11, 2013 Spec Value Hunter Comment: Quest pushes Strange Lake prefeasibility study out another six months Quest delays PFS another 6 months while it finally gets mini pilot plant metallurgical studies underway. (16 KB) |