Palisade Research

Pinetree 2.0: ThreeD Capital and the return of Sheldon Inwentash

At its peak, Sheldon Inwentash’s Pinetree Capital commanded a market cap north of $1 billion and owned 400+ names in its portfolio.

Palisade's top 3 uranium stock picks for 2017

On December 8, 2016, Palisade Research came out with a bold prediction – the bottom for uranium and uranium stocks was in.

Gold producers have underperformed and will continue to lag

Gold producers will always draw interest from generalist investors and the media due to their cash flows and larger market caps; however, gold explorers and developers are where the real gains can be made.

The bottom for uranium stocks is in!

Uranium stocks are about to go nuclear and you read it here first at Palisade Research!

The true benefactor of President Trump’s “America’s Infrastructure First” initiative

Trump plans on investing several-hundred billions of dollars into rebuilding and repairing infrastructure across the US.

How one small potash company will revolutionize a whole industry

The last half of 2016 has proven to be extraordinary for potash as several mega deals may finally re-spark the sector.

This pullback in gold is over – or is it?

Gold has been selling off.

The mania for cobalt has begun

The electric vehicle revolution will continue to reinforce the unquenchable demand for cobalt.

Who’s better for gold? Donald Trump or Hillary Clinton?

It does not really matter who wins the election — gold is poised for over a 325% gain in the years ahead because of the mess that both political parties and the Federal Reserve have created in the past.

The only lithium deal backed by gold

Lithium companies continue to lead the stock market. While the TSX Composite gained about 13% year-to-date and S&P 500 scored a mere 6.4%, lithium companies grew by a stunning 24%.

Nevada Exploration (TSXV:NGE) – Gold exploration with a cheat code

With the gold markets finally picking up, Nevada Exploration is finally ready to deploy its magic bullet in a big way.

This chart predicts at least up to $164 silver

Silver is a unique commodity with great diversification potential, protection against systematic financial failure, and extreme upside!

This chart predicts $4,000 to $8,500 gold

The current gold bull market is just over 6 months old, and while it has not been a gentle ride, it is very much expected considering the volatility of previous bull markets.

No more easy gold discoveries

In 2012, gold explorers spent a record breaking $6 billion in exploration. The outcome? Just 4 major discoveries over the following 3 years!

Gensource Potash (TSXV:GSP) – trading for pennies on the dollar – literally

The company still trades at a paltry C$14 million, leading us to believe this is one of the most undervalued companies in Canada.

Five charts showing why gold stocks have never been this cheap! – 1 year later

Almost one year ago we released these five charts, demonstrating the extreme nature of the bear market in gold stocks. The charts went viral and since then gold stocks have recovered just as we predicted. 

Palisade Mine Tour IV – Jamaican us crazy for copper, mon

Unfortunately, what we thought was going to be a beach filled week of rum with scents of cannabis turned out to be a flea-infested trek through a very hot and damp jungle… We do this, so you don’t have to!

Niobium mining – The first step in building a fighter jet

In what was probably the least publicized bidding war in mining history, fifteen companies took part in the sale of Anglo American’s niobium and phosphates operations located in the states Goiás and São Paulo, in Brazil.

How low can gold go? The gold shakeout continues, stay the course!

Last week we put out a chart that may have scared some investors.

Prospect generation – making mining into a numbers game

A concept born from two facts: mineral exploration is extremely capital intensive, and just 1 out of 3,000 mineralized anomalies became a mine.

Gold stocks: It's going to be a fun ride

The TSX Venture is up 30% for the year and this is literally just the beginning.

Palisade Mine Tour II – awakening a sleeping giant: District size gold in Paraguay

Palisade had the pleasure of sending our Technical Team to site for a little due diligence, and wow were we surprised with what this little cafeteria loaner had to offer. We were so impressed, we invested!

Endeavour Mining (TSX:EDV) – best-in-class mid-tier producer

Endeavour Mining now has five mines and two development projects on the cusp of production.

The gold to silver ratio rule, buy low, sell high

Throughout most of our history, silver and gold were interchangeable at a ratio of 15 to 1.

Ready, set, go! – a look at gold if the rally starts today

Historically, the longer the bear market, the longer the bull market that followed it.