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Speculation

The Future of Oyu Tolgoi

There is quite a dance underway at the Oyu Tolgoi complex with Turquoise Hill (TRQ), Rio Tinto (RIO), Entree Resources (ETG), the Mongolian partner and other government authorities all attending. Are the government interventions part of a negotiating strategy? How about the project re-engineering, delays and additional costs? Logic would have it…
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Buying Fireweed Zinc (FWZ)

I am buying another junior resource company to add to my list of Speculations. I am already an owner of Fireweed Zinc (FWZ), but I am buying another tranche and will consider it an opening position in keeping with the formalities of this blog. This company owns a large and…
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Nexgen (NXE)

It is my belief that nuclear energy can be part of the climate change solution while mitigating an impending energy crisis. There is little doubt that reactors are being built and that more uranium will be needed. So why aren’t uranium juniors in demand? There is too much uranium supply. Even…
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Trilogy Metals (TMQ)

I prefer trading capital efficient options including options on futures over stocks in higher volatility environments. Sadly, the VIX has been declining and many of the opportunities to strategically sell options are waning. Combining this appraisal with seasonal tides that ofttimes support junior resource companies, I am interested in adding…
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