Phil's Natural Resource Blog

My thoughts, musings, and holdings

121 Mining Investment Conference, Awale Resources, Balmoral Resources, Bluestone Resources, Erdene Resource Development, Nevada Copper, Orsu Metals, Star Diamond / 20.11.2018

Day 1 of the 121 Mining Investment Conference London is in the books and overall, it was a good day of meetings.  More importantly, from a sector outlook perspective, the conference was well attended with 115 or so presenting companies and a higher than expected...

Cipher Resources / 15.11.2018

With the Cipher Resources (TSXV - CIFR) share price coming off, I've added to my position today.  With its market cap and the people involved, I like this punt.  The good news is my average price is now $0.08.  I may buy more if it...

Uncategorized / 14.11.2018

Reuters - Oil pucks and pellets; Canada eyes new ways to move stranded crude With Canada’s WCS trading around $15/barrel and at a +$40 discount to WTI, technology may need to save the day.  Turning Alberta’s heavy oil into CanaPux and BitCrude products may change the...

Goldplay Exploration / 12.11.2018

Scott Koyich gave me a call earlier today to bring my attention to Goldplay Exploration (TSXV – GPLY), a relatively new exploration company with projects in Mexico.  Scott is, in my opinion, one of the best consulting investor relations professionals in Canada.  I say “consulting”...

Cipher Resources / 08.11.2018

In the spirit of using this blog to make my resource stock speculations public, I will announce that from September 4th onwards, I’ve accumulated a position in Cipher Resources (TSXV – CIFR) at an average of $0.09.  It closed lower than that today, but I...