Introducing the Industrial Minefinder

This week I launched a subscription service on the Seeking Alpha Marketplace called Industrial Minefinder. This service will focus on providing do-it-yourself individual investors, professional investors, and institutional investors with exceptional investment opportunities from within the industrial mining sector.

Cassini's Forthcoming Economic Assessment should be Robust

In this True Vine Letter, we take a look at Cassini Resources, a junior miner that owns Australia's largest undeveloped nickel-copper deposit. Given where nickel is in the current cycle, shares of Cassini present a compelling value with significant leverage to higher prices.

Analyzing the Economic Potential of Low Grade Mining Projects

I recently built a database of lower grade, industrial metals focused mining projects with the intention of analyzing them to determine what the necessary ingredients are to produce attractive economic outcomes. This analysis led to some interesting conclusions.

Azarga Metals is Exploring an Interesting Copper / Silver Project

Nowadays I am spending a lot of time looking at junior miners focused on silver, zinc, and copper. In this Letter we take a look at Azarga Metals which is exploring an interesting copper-silver project in Eastern Russia.