More from day 1 at the 121 Mining Investment Conference Hong Kong……. I’m not fond of lithium as a speculative opportunity. As a general rule, I don’t like commodities that don’t trade on an exchange and need to be marketed by the producer. And SQM of...
Here’s a recap of my first day at the 121 Mining Investment Conference Hong Kong (Oct. 23rd in HKG). I had seven 1-on-1 meetings arranged with the following companies: Aston Bay, Barksdale Capital, Angkor Gold, American Lithium, North American Nickel, Giyani Metals, and Lithium Chile. Aston...
Well, that was unexpected but in this game, you take all the positive "accidents" you can come across. And Pan Orient's new discovery well in Thailand is just that. I accumulated a position in Pan Orient strictly for the East Jabung PSC in Indonesia and I...
I love walking around Hong Kong – as previously mentioned, one of my favorite cities in the world. Here are a couple of pictures. Located in the heart of Wanchai, I often hang around at Southorn Playground for hours at a time. It’s a great spot...
Greetings from Cathay Pacific flight 855. I’m on my way to Hong Kong for the 121 Mining Investment Conference and I’m thoroughly enjoying the great amenities, such as onboard Wi-Fi, of Cathay’s newly introduced Airbus 350. Unlike most North American airlines whose Wi-Fi can’t support...
I don’t usually get many business calls on a Saturday but when Dale Wallster phones, I always pick up. On this particular Saturday, I was on a pool deck at San Clemente High School in Orange County, CA waiting for my son’s Santa Barbara Premier...
The summer doldrums are ostensibly over but the junior resource stocks continue to get no love or trading volume. That said, it might be time to start picking up some stock in interesting resource stories. I did exactly that today by buying some Pan Orient...
At today's share price, Garibaldi Resources’ (TSXV - GGI) Nickel Mountain is valued at over $300 million. Drill results had better be good. Speaking of the drill results, where are they? Last news release suggested they would be out this week? I think Garibaldi is...
With summer over and the kids back to school after the Labour Day long weekend, this feels like the right time to start writing a blog around my thoughts, musings, and holdings in the natural resource sector. I started MP1 Capital back in 2006 to manage...
