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Rare earths, Golden Star, Linear, BioCryst and more: Ticker Trax

Thom Calandra Thom Calandra,
0 Comments| August 18, 2009


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Ticker Trax

  • BioCryst poised on peramivir
  • Endeavour, Great Panther: Special reports
  • Great Basin Gold Update
  • Rare earth for earthlings
  • New Orleans: Brien Lundin
  • Did he say Golden Star?

BioCryst Pharmaceuticals (NASDAQ: BCRX) appears poised to reveal peramivir’s status as an Emergency Use Authorization influenza treatment in the USA. I expect approval for the experimental and intravenous drug for emergency use any day now. I have no guarantee from anyone that this will be the case. Still, given the timeline on H1N1 influenza and the approaching Northern Hemisphere influenza season, along with first hand reports from individuals living in Britain, Mexico, Australia and elsewhere, I am concerned about the continued transmissibility of the new Type A virus.

In a Ticker Trax report earlier this month (please see password-secure archives), I telegraphed optimistic estimates of the number of intravenous doses of peramivir that one day might be accumulated by various governments for stockpiling – in the event of worsening H1N1 conditions across all hemispheres. These estimates are entirely my own. I fully expect BioCryst to receive Emergency Use Authorization for peramivir. I also see events occurring in Japan for the company’s drug, which has passed Phase III human trials there and in South Korea.

-- Endeavour Silver (AMEX: EXK and TSX: T.EDR) and Great Panther Silver (TSX: T.GPR) are both in a race to lower per-ounce cash costs for producing silver. The two Mexico operating miners each have reported dramatic increases in silver grades and respective gold production down Mexico way … and lower costs. We will profile both companies in the coming days in Ticker Trax Special Report. We visited the Guanajuato Mine some three weeks ago, and the eye candy on all fronts, including grades, recovery rates and tonnage, was remarkable and tasty.

Robert Archer’s Great Panther Resources will reveal its quarterly tally today as well. I expect dramatic increases in grams of gold and silver per tonne of processed ore, among other valuable improvements in the small but fast-growing Mexico miner. The concentrate being loaded onto trucks for delivery to smelter was yielding an average 19 kilos of silver per tonne and 100 grams of gold – up from a second-quarter average of about 13 kg silver and 70 grams gold, the day I was there.

I have been buying shares of both these companies regularly.

-- Just out: My general release article on Stockhouse about the almost daily Melt-UPS in prices of junior miners reporting events. Largely the events are drill-hole results that indicate marked increases in possible, probable, indicated and/or inferred resources. The companies – such as East Asia Minerals Corp. (TSX: V.EAS), Lydian International (TSX: T.LYD) and many others – appear to be benefiting from tremendous reversals of investor sentiment – based in large part on actual events.

Ticker Trax Prospects
-- Biocryst Pharmaceuticals (BCRX)
-- Central Fund of Canada (CEF and CEF.A)
-- Great Panther (GPR)
--Endeavour Silver (EXK and EDR)
-- Great Basin Gold (GBG)
-- Avanti Mining (AVT)
-- Candente Resource Corp. (DNT)
-- Endeavour Financial (EDV)

Our family’s holdings are listed on Stockhouse under the “portfolio setting” for user TCALANDRA. I receive no compensation in exchange for commentary – except your subscription fees.

If I intend to purchase or sell any investment discussed in Ticker Trax, you will be first to know. We here at home own all 8 Planetary Prospects.

Ticker Traxis not a market timing service. We research, we buy, we visit, we research some more ... and we hold. Planetary Prospects are named thusly because we believe they are among the best investments in the world for creating wealth.

Our Instant Value candidates are designed for those with trigger fingers. Thank you for subscribing.

-- We are discussing a new Instant Value Service with David A. Banister of Active Trading Partners. His latest choice for a large percentage increase is Golden Star Resources (TSX: V.GSS).

One of our Ticker Trax Instant Value candidates, Canada Lithium (TSX: V.CLQ), is surging. CEO Kerry Knoll has no explanation – except that investors are warming to specialty metals companies with mine-capable resources going out three years or fewer. Shares of Western Lithium (TSX: V.WLC) are also rising smartly. On Tuesday (today), reports surfaced of surges in many rare elements companies, including Avalon Rare Metals (TSX: T.AVL ) and Great Western Minerals (TSX: V.GWG), in thick trading activity. Several companies released a summary of a China plan to restrict exports of rare elements. Stockhouse editor Sean Mason in Toronto culled this item:

According to the Rare Earths Industry Development Plan, 2009-2015 (the "REE Plan") released yesterday, the Chinese government intends to tighten its administration on the production of rare earths over the next six years. Beijing will also restrict the export of rare earths over this period, with the annual export quota for REEs to be contained to below 35,000 tpy. Beijing has stipulated that the heavy rare earths (HREE's) dysprosium, terbium, thulium, lutetium and yttrium will not just be cut back, but will be fully prohibited from export under the new REE Plan.

  • Prospects. I am scheduled to tour the Avanti (TSX: V.AVT) molybdenum project at Kitsault in British Columbia in one week’s time.
2009 New Orleans Investment Conference

New Orleans: A deadline is fast approaching fordiscountedtickets toone of North America’s most diversified investment conferences. The New Orleans Investment Conference has in the past given me great satisfaction in terms of time spent meeting colleagues, subscribers and real miners, scientists and alternative economists. I’ll be presenting a down-and-dirty workshop and a presentation that includes a look at silver, gold, molybdenum and H1N1 at this year’s gathering; I hope some of you can join me.

Brien Lundin of The Gold Newsletter produces the conference, whichruns Oct. 8-11. I will have more from Brien later this week. His current favorite is Wade Dawe’s Linear Gold (LRR), which is active in Mexico. Many of my trusted colleagues and investment sources attend Brien’s show. Not going is almost unthinkable. This year will bring an excellent crop of counter-clockwise and contrary thinkers in the areas of mining, emerging markets, commodities and life sciences. I encourage those who have the time and money to attend by clicking here. Those who cannot can contact me for any and all information I gather there.

If you are interested, please visit this link for registration. (Please e-mail me with your plans to attend so that we can meet up.) The last New Orleans show I went to, and spoke at, was a corker … and gave me at least two leads that changed my portfolio life.

-- Scheduled mine tours

  • In late August I will be visiting Avanti Mining’s molybdenum property in Kitsault, British Columbia. Avanti (AVT) is a Planetary Prospect of this service, and like all Planetary Prospects, we here at home own the shares.
  • In early September, Iwill be visiting the Nevada gold mine properties of Great Basin Gold (TSX: T.GBG), which is a Planetary Prospect. GBG just issued its quarterly statement, with an update on the Burnstone gold project in South Africa. CEO Ferdi Dippenaar told me the company is accumulating ore at Burnstone. “We do not start processing at Burnstone as yet, but we are stockpiling tonnages to treat as soon as the plant is operational by June 2010,” Ferdi D. says. “Non-company milling would be at Midas Mine, a cost of approximately 20 percent of revenue, and that is why we need an alternative.”
  • I am scheduled to visit James Longshore’s Ghana gold project in mid-September. The company is Xtra Gold Resources (OTO: XTGR), and it is drilling 40 holes this month along the Kibi Gold Belt.

That is all for now. Thank you for subscribing! (We own no shares of Canada Lithium or Western Lithium or X-TRA Gold or Rare Earth Elements or Great Western or Linear Gold or Xtra Gold or East Asia Minerals or Lydian International. Whew!)

Ticker Trax™

Subscribers, please click herefor password-secureTicker Trax.

Ticker Trax is published by Stockgroup Media Inc. 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/Stockgroup Media 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 2009 all rights reserved.

Copyright © 2009 Stockhouse Inc. Stockhouse and Ticker Trax are trademarks of Stockhouse Inc.

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