Showing posts with label resources. Show all posts
Showing posts with label resources. Show all posts
Monday, August 10, 2015

Resource Sector Companies Should Use FEL And PDRI For Innovative Planning

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One of my pet peeves about tracking investment in the natural resource sector is the often amateurish approach some executives take when de...
Monday, October 06, 2014

The Haiku of Finance for 10/06/14

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Pricing a resource Cost of transport and storage Production factors
Friday, August 29, 2014

The Inhospitable Hospitality Suite Feels the Wrath of Alfidi Capital

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Here's a special message for one enterprise I encountered at a recent conference.  I won't name them to save them the embarrassment...
Monday, June 09, 2014

Revolutionary Resources Must Cover Costs And Carbon

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The Commonwealth Club addressed natural resource shortages and mitigation strategies today.  I have yet to read Resource Revolution  so I...
Thursday, May 09, 2013

The Haiku of Finance for 05/09/13

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Resource extraction Good description of progress Dig prosperity

"Extractivism" Becomes Radical Left's New Anti-Capitalist Canard

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I recently learned a new word:  " extractivism ."  The dictionary definition is specific to forestry but left-wing polemicists app...
Monday, November 26, 2012

Synopsis of the San Francisco Hard Assets Investment Conference 2012

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The San Francisco Hard Assets Investment Conference is my favorite trade show ever.  It was different this year with the exhibitors split b...
Tuesday, May 22, 2012

Alpha-D Update for May 2012

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Here it is again.  My options from last month all expired unexercised.  It's always nice to hang onto cash earned from conservative hed...
Tuesday, March 20, 2012

Thoughts On Master Limited Partnership ETFs

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The prospect of hyperinflation demands due consideration of hard asset alternatives in a portfolio.  I've been exploring master limited...
Sunday, January 15, 2012

The Limerick of Finance for 01/15/12

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China launched a trading platform To make iron trading the norm A consistent price Would be really nice With bid spreads that stay unif...
Tuesday, December 20, 2011

Hints On Due Diligence In Rare Earth Mining

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My genius readers have the chance to read my interview today with The Gold Report , which I've noted has also been picked up by other o...
Monday, November 28, 2011

Rare Earth Metal Prices Going . . . Which Way?

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The age old debates still rage . . . inflation vs. deflation . . . tax increases vs. spending cuts . . . less filling vs. tastes great.  Do...
Sunday, November 27, 2011

The Limerick of Finance for 11/27/11

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Hard assets are there to invest So you decide which one is best There's coal, oil, and gold Metals of types untold Asset theory is ...
Tuesday, October 25, 2011

First Solar (FSLR) CEO Out - Is There Hope?

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First Solar ( FSLR ) has seen better days.  A shake-up in the CEO's chair was expected given the company's share price performanc...
Sunday, June 05, 2011

The Limerick of Finance for 06/05/11

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U.S. firms are shut out of Iraq Oil and gas deals are things that we lack We are losing this race So let's pick up the pace Lest Chi...
Friday, May 06, 2011

LLEN Has Potential In Chinese Coal

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China's modernization miracle still has a full head of team.  A significant part of that steam is powered by coal, one of China's gr...
Tuesday, April 26, 2011

Please, No More Oil Subsidies At All

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Washington is slowly drifting toward fiscal sanity, more by accident than by design.  There is now semi-serious talk of curtailing or elimin...
Monday, April 18, 2011

Those Wild And Crazy Peak Oil Contingencies and Indicators

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Spiking oil prices are a walk in the park compared to what America's Joe Six Packs will be smacked with if Peak Oil turns out to be real...
Saturday, February 12, 2011

China Prepares Tough Hurdles For Mergers

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China wants to have its cake and eat it too.  In a throwback to imperial China's historical insistence that foreigners kowtow and pay t...
Friday, January 28, 2011

Cocoa Shortage Will Prove Sweet News For Top Makers

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Resource investors worry about Peak Oil and Peak Gold.  Now they can start worrying about Peak Chocolate.  Certified fair-trade cocoa growe...