EddieLuck’s Activity

Tue Sep 1

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Boards Post

EddieLuck replied to the Mining and Metals board. 4:45 PM

Re: PVG: Brucejack Receives EMA & Mines Act Permit

I was on the PVG website this morning to verufy something, and in passing reminded myself of their AISC cost. It is very very low indeed. Very, very low. IIRC, the mine was figured for a 4.4 year pay off at $800 gold.

PVGs economics are [more]

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EddieLuck replied to the Mining and Metals board. 4:38 PM

Re: CEFvs Sprott

I looked at the spat briefly and concluded that my investment in CEF would not be affected, whatever happened. Just my opinion, based on not much research.

Ed.

Fri Aug 28

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Boards Post

EddieLuck replied to the Mining and Metals board. 2:00 PM

Re: GLD Trust

Where there's smoke there's fire. I don't use the ETFs. I use CEF. The premium/discount is not a problem to me, because I can buy at a discount, and the only time I am likely to need to sell, CEF will be at a premium.

During the hard times [more]

Thu Aug 27

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EddieLuck posted to the Mining and Metals board. 10:39 PM

One week between posts.

That just happened on this very board.

I am calling a bottom in PM sentiment. Central Fund of Canada, the closed-end gold/silver physical segregated annually-audited gold and silver bullion fund, was selling this week at a ten percent [more]

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EddieLuck replied to the Mining and Metals board. 10:31 PM

Re: Rubicon

I checked back into Rubicon's old press releases. In early 2013 they suggested H2 2014 might see production startup. So after two and a half years they are a year late. I think they have lousy management. You have to judge by performance. That said, [more]

Wed Aug 26

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EddieLuck replied to the Falling Knives board. 11:01 AM

Re: Recent commodity price drops.

One large factor in world stock, bond and commodity markets is the sovereign wealth funds. Over the last what? Twenty years?, they have proliferated and grown to the point where we have a whole new factor of market instability. The greatest portion [more]

Tue Aug 25

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EddieLuck posted to the Falling Knives board. 4:02 PM

Recent commodity price drops.

Companies dependent on commodities trade are mostly well down now, but many of the main commodities - Iron, oil, gas, copper to name a few, still have large inventory levels and rising excess capacity. There has been no detectable improvement in [more]

Thu Aug 20

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EddieLuck posted to the Mining and Metals board. 11:31 AM

Rubicon

http://www.rubiconminerals.com/News/News/Details/2015/Rubico...

Screwups at Phoenix. Their [more]

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EddieLuck replied to the Mining and Metals board. 11:24 AM

Re: PVG V.O.K Underground Infill Drilling Contin

Brucejack is the best of the best.

Ed.

Fri Aug 14

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EddieLuck replied to the Mining and Metals board. 1:31 PM

Re: Graphene NanoribbonS

That looks significant to me,apparently enabling the ultimate size reduction and efficiency in integrated circuits if it is able to be adopted at a reasonable cost.

Ed. (long 3 graphite-mine developers, nothing in the pure graphene field [more]

Thu Aug 6

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EddieLuck replied to the Mining and Metals board. 11:43 AM

Re: PVG: Brucejack Receives Positive FEA Decisio

I fervently hope PVG does not get sold. It will be IMO the best mine in the world once it is in production, and yield great long term profits.

Ed.

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EddieLuck posted to the Falling Knives board. 11:36 AM

KED

KED is a closed end fund selling at a 26% discount and yielding 10%. The current discount was only exceeded in 2008/9 when it went to about 40% (for a 20% yield) after the dividend was reduced due to the downturn. It is leveraged about one third, and [more]

Tue Aug 4

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EddieLuck posted to the Mining and Metals board. 10:41 AM

Klondex drilling.

More great results from Klondex at Fire Creek, which is living up to its early promise in spades. Or should I say slushers, Ha Ha Ha?

[more]

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EddieLuck replied to the Mining and Metals board. 10:32 AM

Re: U.S. Mint Gold Bullion Sales Up 469% YoY

Perth mint has been reporting increased sales too.

Ed.

Sun Aug 2

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Boards Post

EddieLuck replied to the Mining and Metals board. 10:35 PM

Re: PVG: Brucejack Receives Positive FEA Decision

Well, Ken, that's it then. PVG is now a real mine. Some of us have been in this one since the early days, with much discussion back then. I think it is the best mine of my investing lifetime. As close as you get to a sure thing. The location is not [more]

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EddieLuck replied to the Mining and Metals board. 10:17 PM

Re: OceanaGold to Acquire Romarco...

You know, now that the gold scene is so depressed, we may see more of the bonanza mines up for grabs. Two mines of mine seem like ideal candidates for a bid because they have big bonanza mines under development but don't have the major financing yet. [more]

Fri Jul 31

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EddieLuck replied to the Mining and Metals board. 2:58 PM

Re: OceanaGold to Acquire Romarco...

Sorry, wrong metaphor. Not Hobson's choice, more a rock and a hard place.

Confused in Sacramento,

Ed.

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Boards Post

EddieLuck replied to the Mining and Metals board. 2:54 PM

Re: OceanaGold to Acquire Romarco...

I see your point. The very best mines under development, like PVG or Romarco for instance, will have no trouble getting financing but they will have to choose between debt or dilution. Debt is always risky for miners, and dilution is awful at these [more]

Thu Jul 30

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EddieLuck replied to the Mining and Metals board. 10:36 PM

Re: OceanaGold to Acquire Romarco...

Is that a good deal for Romarco? I don't follow it.

Ed.

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Boards Post

EddieLuck posted to the Mining and Metals board. 10:19 AM

GORO exploration results.

http://www.goldresourcecorp.com/releases/GRC-2015-07-30-1.pd...

All good results from drilling at two of their other Oaxaca properties and extension drilling at the [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 4673
Recs Received 17042
People who have rec'd these posts 1342
Recs to Posts Ratio (last 30 days) 3.60
Threads Started 1176
Threads Started Percentage 25.17 %
Most Frequent Board Macro Economic Trends and Risks
Very First Post Re: Investing In European Real Estate (9/7/1999)
Percentage of Posts Rec'd 73.27 %
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