How to shock friends and family: prepare a shock-rock portfolio in July and deliver it in October.
October is when drill programs for gold, uranium and other natural resources often get unveiled. It’s before northern hemisphere winter. After a summer lounging or, as is the case now, fretting, autumn is when natural resources investors are conditioned to pay attention to assays.
Here is a list. Some of these I own or track on behalf of surging subscriber service Ticker Trax™. Others I am considering. All of them, with one exception, are prospectors and producers whose principals and properties I know and have seen or will within the next six weeks.
- Got to own $40-per-pound uranium right now. Almost no one else does. Financier Ari Sussman in Toronto just pointed me to an array of figures from the Massachusetts Institute of Technology and several Canada and USA banks. China is prepared to buy 5,000 metric tons of uranium this year for nuclear reactors. Hathor Exploration (TSX: V.HAT, Stock Forum), whose shares I just bought, just started three drill rig programs for the Athabasca Basin way up north in Canada. The drilling will cease in late September. Uranium was more than $140 a pound three years ago.
- Gold-Ore Resources in Sweden (TSX: T.GOZ, Stock Forum) is one of those miners that get little respect. In part, hedge fund managers tell me, it is because operating costs for pulling gold out of the ground need to decrease. Looks like Gold-Ore might be on the way to lower costs. This week, Bob W., chief operating officer and a 30-year geologist, tells me as he headed
to the Bjorkdal Gold Mine in Sweden that cash costs for an ounce fell 10% to $720 or so an ounce. Output rose 14% to more than 11,000 ounces for the second quarter. Bob Wasylyshyn says the company is selecting contractors in an extremely cost-conscious manner. Gold-Ore also is using cable bolting and other shock-rock methods to increase recovery rates. I hope to see the operation in September. Gold Ore is about to record its one-millionth ounce of gold production. I have yet to purchase shares and hope to imminently. The stock, along with another mentioned below, Timberline, appears poised to rise sharply in the next 109 to 14 days. Please see gold output chart
- GPR: Great Panther (TSX: T.GPR, Stock Forum), like Endeavour Silver (AMEX: EXK, Stock Forum) and (TSX: T.EDR, Stock Forum) and other Mexico silver miners, is getting richer grades. As in record-high silver output. Happy coincidence? Bob Archer tells me, “Don't forget that these are all older mines that used to belong to someone else. It has taken everyone a few years to work out the bugs, get rid of old practices, establish themselves as operators and reap the rewards of new exploration and mine development implemented a year or two ago.” Archer, the CEO and founder of Great Panther, has been sticking to this message since we first met him 18 months ago and visited Guanajuato. The headline figures: Silver at Guanajuato and Topia totalled 410,583 ounces. The mines also produced 1,474 ounces of gold, 297 tons of lead and 357 tons of zinc. That is 574,740 silver-equivalent ounces. I own these shares “in size,” as they say in the biz, and track the company for Ticker Trax subscribers. Ditto for Guanajuato neighbor Endeavour Silver.
- More:Properties I have visited and are on my tracking list for possible investor exploration include Timberline Resources (AMEX: TLR, Stock Forum) and TSX: V.TBR, Stock Forum) in Montana and Sandspring Resources in British Guyana (TSX: V.SSP, Stock Forum). I own Sandspring shares – about 3,000 shares. I intend to purchase Timberline shares imminently.
STUFF: Our Ticker Trax landing page has more stuff, videos included. Please see: https://stockhouse.com/TickerTrax/Default.aspx.
NEW ORLEANS: This autumn I will be making two or three appearances outside of prospect tours. One of them is in New Orleans, where I appear each year at Brien Lundin’s New Orleans Investment Conference.
If you’d like to join our Stockhouse and Ticker Trax audience at the late-October show, please register and pay up at this link: REGISTER FOR NEW ORLEANS. You get a discount on the price at that address. And I have something special planned for New Orleans. It’s my favorite investment show.
Ticker Trax™ is in place because its fiscal loyalty is to subscribers who are looking for radically cheap investments. Our service, started in November 2008, researches a select group of Planetary Prospects™ with legitimate shots at rising 1,000 percent or more in the span of two years, maybe less and maybe more.
- We hope you out there in the Stockhouse audience consider joining our expanding service, now in its 19th month. It is at www.tickertrax.com. Needy wanna-be subscribers can petition Stockhouse with a plea and a suggested price for the $399 service at members@stockhouse.com. The service is thriving amid a gloomy summer for natural resources stocks.
Ticker Trax™
Please see Stockhouse for a selection of our Ticker Trax research and our password-protected library for subscribers. Please see our Ticker Traxpassword-protected library for coverage of gold in Ghana and silver in Mexico … plus fresh insights into drug discovery, uranium, copper and platinum.
(All photos by Thom Calandra. Thom and his family own shares of each of the 12 Planetary Prospects. Thom’s personal holdings are available for all to see on Stockhouse, the Canada publishing company. Subscribers are informed well in advance of any shift in research regarding Planetary Prospects and any purchase or sales decisions.)
Ticker Trax™Please see tickertrax.com to learn more about this wealth service and its Planetary Prospects. For an index of free Thom Calandra articles, please click here. For an entire explanation of our strategies, research methods and disclosure procedures regarding all aspects of Ticker Trax and our Stockhouse reports, please visit our readily available Stockhouse articles. Please see this one in particular: Core Box Revealed. Thom Calandra’s on-site tours of properties are paid in part by the hosting companies and in part by Stockhouse and Thom Calandra. For the password-protected Ticker Traxlibrary, please see: www.tickertrax.com/Login.aspx.
HOLDINGS: Thom’s holdings are listed for Stockhouse members at www.Stockhouse.com under the “portfolio setting” for user TCALANDRA. It is public and free to view. He and his family own recently minted gold and silver coins and shares of about 30 public and two private companies.
THOM CALANDRA of Ticker Trax helps his audience find value in a quagmire of investment choices. Thom co-founded CBS MarketWatch and MarketWatch.com. As the voice of Thom Calandra's StockWatch and The Calandra Report, Thom pegged $300-ounce gold as a long-term hold in 1999 and in 2000. He has been covering life-sciences and natural resources since 1988.
Thom Calandra and Stockhouse produce this and other free reports. Please visit www.Stockhouse.com.
Ticker Trax™ is published by Stockhouse Publishing Ltd. Ticker Trax is an information service for subscribers and neither Stockhouse nor Thom Calandra is a broker or an investment advisor. None of the information contained therein constitutes a recommendation by Mr. Calandra or Stockhouse that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Ticker Trax does not purport to tell or suggest the investment securities subscribers or readers should buy or sell for themselves. Subscribers and readers of Ticker Trax should conduct their own research and due diligence and obtain professional advice before making any investment decisions. Ticker Trax will not be liable for any loss or damage caused by a reader’s reliance on information obtained in the reports. Subscribers and readers are solely responsible for their own investment decisions. Opinions expressed in Ticker Trax are based on sources believed to be reliable and are written in good faith, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness. All information contained in Ticker Trax should be independently verified. The editor and publisher are not responsible for errors or omissions or responsible for keeping information up to date or for correcting any past information. Ticker Trax does not receive compensation of any kind from any companies that may be mentioned in the report. Any opinions expressed are subject to change without notice. Owners, employees and writers may hold positions in the securities that are discussed in Ticker Trax. PLEASE DO NOT EMAIL THOM SEEKING PERSONALIZED INVESTMENT ADVICE, WHICH HE CANNOT PROVIDE. Copyright 2010 all rights reserved.