Popular Topics:
Latest Articles
Hallgarten & Company
Recent Articles
Vanadium: Awaiting energizing
Posted on May 9, 2012
Specialty metals suffer, in many cases, from being either combined with other metals in small quantities to gain relevance or have stand-alone usages that seem obscure or humdrum. In the case of vanadium the market is large but the sources are many, with recycling (the miner’s worst enemy) being a major source.
Model mining portfolio: in a buying mood
Posted on December 29, 2011
The mining sector now resembles a Civil War battlefield with a few wounded staggering around amongst the corpses, the shell holes and burnt out weaponry. It’s grim out there.
Zinc and lead: Awaiting their 'day in the sun'
Posted on September 22, 2011
Just when you thought it was safe to go back in the water, something nasty comes along and snaps at you beneath the waist.
Molycorp: Rare Earths – confounding the pundits
Posted on July 19, 2011
The Rare Earths space has had more revivals than the Sound of Music. Over the last 18 months this "go-go" corner of the mining world has had it's ups and downs and several of the downtrends tempted ourselves and others to call an end to the boomlet.
The month that was- fear and loathing in financing
Posted on June 30, 2011
The price of metals may not have retreated much but the prices of equities in the mining space have been brutalized over the last six weeks. It is clear to us from this that we have long suspected has taken place. We maintain that there was never all that much new long term interest in mining equities (particularly precious metals) and that most of the momentum was coming from the rising liquidity tide engendered by QE2. Read the full commentary
Super cycle? Or the endgame of cheap?
Posted on April 28, 2011
Back in 2005, we were asked by the esteemed journal, The Banker, to write an op-ed piece and we chose the topic "China and the End of Cheap." Memory of this came back to us recently with talk rising about how production costs and wages were rising in China, prompting manufacturers to shift production elsewhere (with the dilemma of where else to shift that was so absolutely cheap and yet could get the task done). We had posited in our note that China would follow the path of Japan, Korea, and Taiwan in ceasing to be the "cheap and cheerful" production sites for the world's knick-knacks. Read the full article.
US Nickel: Tapping an Historic Vein
Posted on April 4, 2011
The name US Nickel at this point in time is not exactly a total misnomer but could reflect the major shift in recent times into the Australian gold space. However, the current duality at the company might only be a temporary phenomenon as we would not be surprised to see the two disparate activities divided up again via a demerger operation or via the US Nickel assets
Markets quake
Posted on March 25, 2011
The metals markets were briefly sidetracked by the Japanese earthquake and subsequent nuclear emergency. Gold did not know whether to go up or down in response to the damage wrought in Japan and the financial measures the Japanese government took. Was it inflationary? Or was it the straw that broke the camel's back of global recovery? Read the full report
Lundin Mining – something worth fighting for
Posted on March 7, 2011
Never rains but it pours…Lundin mining now has two offers on the table.
MV Rare Earth/Strategic Metals (REMX) Strategy: Neutral
Posted on January 12, 2011
The surge in the super-sexy Rare Earth stocks has made Strategic Metals a craved space in which to be invested
This renewed interest has enable companies in the subspace to crawl out of the bunkers and start to raise money and dust off projects
- Advertise with Us
-
ANNOUNCEMENT
BioteQ, a leader in the treatment of industrial wastewater, will be presenting a short course and technical paper at the 9th International Conference on Acid Rock Drainage taking place in Ottawa, ON from May 21-26, 2012.
Attend to learn more about acid rock drainage and new technologies for its treatment.
You can also stop by the BioteQ booth #16 or visit for more information.
-
Get the news via email
