Corps of Engineers to Approve DAPL!
https://www.bloomberg.com/news/articles/2017-02-01/u-s-army-corps-to-approve-dakota-access-oil-line-senator-says

It's Happening!!!
http://www.businessinsider.com/president-trump-plans-to-advance-keystone-xl-and-dakota-access-pipelines-today-2017-1

Great write-up in Seeking Alpha.
http://seekingalpha.com/article/4037210-northern-dynasty-offers-significant-speculative-appeal

Indeed. Nice recovery.

I don't see us going far beyond $3/sh until we get some solid news. Until then, I'm expecting things to stabilize. Traders have shaken the tree and we're moving forward again, but I just can't imagine this bull run continuing without news.

Down 1% for the week. I think we're alright.

Traders shaking the tree hard lately.

I saw that too. Great publicity!
http://wsau.com/news/articles/2016/dec/21/trump-win-ignites-hope-for-stalled-alaska-copper-gold-mine/

Get in under $2, because after the permitting process gets underway, it's a 2-5/bagger from there.

That was a disheartening slide for awhile.

That's one of the promising things about NAK. The deposit is so large, it could be considered a national security asset. With Trump focused on building national wealth, strength, and independence, resources like Pebble are going to be seen as development priorities by the new administration, not things to be regulated to death for the sake of some fish.

I see pipelines and energy infrastructure as the other big play following Trump's election. Oil & Gas is a dead end, what with the supply glut, but energy infrastructure like Keystone XL and DAPL will finally get green-lighted in order to get that oil prepared for export and shipped to foreign markets.

The US is going to be a player again in a big way.

Yeah, gold took a hard dip on a strong dollar with the Fed rate hike. Funny thing is, NAK isn't so much a gold play as it is copper. There's enough Cu M&I to meet the entire world's copper needs for a year. The M&I Cu is worth $148B, but the Au is only worth $84B.
http://www.northerndynastyminerals.com/ndm/Pebble.asp

That $84B is nothing to sneeze at, but let's be honest ... Pebble is a copper mine.

On that note, based solely on in situ valuation, the market cap should be at least a billion.

Word. Moving up today!

Holding the line until our next move up. Thanks for the chart!

Closed even. Traders keep testing support, but strong upward pressure remains.

HOLY SMOKES!!!

Did you see after-hours? $1.50!

We're holding the $1.25/sh line pretty well until the next leg up.

3 Things Investors Need to Know About the Energy Transfer Partners LP/Sunoco Logistics Partners L.P. Merger
http://www.fool.com/investing/2016/11/23/3-things-investors-need-to-know-about-the-energy-t.aspx

Back to our $1.25/sh floor, like magic.

Really testing that floor this morning as gold and the Euro both take a dump.

Nothing wrong with loading up with NAK. I think it's gonna take a step backward before it moves upward. That's just how it is with big moves, people taking profits, nothing wrong with that.

Personally, I'm loading up on ETP. They're merging with SXL and when Trump clears DAPL, there's gonna be a big move up.

That said, NAK has the biggest upward potential IMO. The energy sector is in a glut. Minerals will experience the biggest gain from a Trump presidency.

Long story short, I think each is a big play. ETP/SXL in the short term (FEB/MAR) and NAK for the long-term (12+ months).

Yes, looks like it. We're consolidating nicely at these levels until our next big move up.

I don't expect much action until after Trump takes office and we get a better sense of where Trump will take the EPA. He's pushed the energy sector, but that's already in a deep supply glut that will last until 2019 at least. If Trump opens up as much energy resources as he says he will, the American energy sector will be the victim of its own success, pushing oil prices lower to the point where there's no more profit in American oil.

If there's an argument for American energy independence, I think there's a better argument for American mineral independence. Personally, I see the mining sector as being the big winner in Trump's election.

I expect easy 5-bagger gains from current NAK prices over the next 12 months and it's not out of the realm of possibility for us to see $20/sh again in two years.

I bought in at $0.29/sh. I'm pretty flippin' happy, as you might imagine. :)

We seem to have a solid floor building at $1.25+/sh. If Trump's able to get this moving again, we'll very quickly see 5-bagger from present levels and there's no reason this can't be a $20/sh stock again, with time.

Sounds like a buying opportunity. I'd be very happy to get in at $30/sh.

I take that back. Sunoco pays out less in dividends. Hmmmm.

I agree. Sunoco pays out good dividends and the diversification will help mitigate loss and increased profit margins.

ETP is http://www.streetinsider.com/Corporate+News/Sunoco+Logistics+Partners+(SXL)+to+Acquire+Energy+Transfer+Partners,+L.P.+(ETP)+in+Unit-for-Unit+Deal/12270560.html with Sunoco Logistics Partners L.P. (NYSE: SXL).

Picking up steam after hours.

Well, that was fun. ??

Holy smokes! What happened!? ??

PTQMF mentioned in Seeking Alpha's The Gold Report in this article.

TGR: One low-cost gold producer you have followed closely for some time is Petaquilla Minerals Ltd. (OTCQB:PTQMF) [PTQ:TSX]. It has a big decision coming up, right?

CL: Petaquilla has the producing Molejon mine in Panama and the Lomero-Poyatos polymetallic mine in Spain, which is at the bulk-sampling stage. Previously, the company was talking about shipping the bulk sampling from Spain to Panama to process. That would be expensive because it's not very efficient: across the Atlantic Ocean and from one end of the Panama Canal to the other.

The company is mining gold at $500-600/oz. At the current gold price, Petaquilla should be able to generate some cash flow and improve its balance sheet.

TGR: Molejon is adjacent to First Quantum Minerals Ltd.'s (OTCPK:FQVLF) [FM:TSX] $6.2-billion Cobre Panama copper project. How does this affect Petaquilla?

CL: Petaquilla has a big contract-up to $100 million [$100M]-with First Quantum to provide aggregate mining.

TGR: Do you think there's a possibility of Petaquilla being bought out by First Quantum?

CL: I feel there's a real chance this could happen. After all, Inmet, which got bought out by First Quantum, tried to buy Petaquilla twice.

PTQMF mentioned in Seeking Alpha's The Gold Report in this article.

TGR: One low-cost gold producer you have followed closely for some time is Petaquilla Minerals Ltd. (OTCQB:PTQMF) [PTQ:TSX]. It has a big decision coming up, right?

CL: Petaquilla has the producing Molejon mine in Panama and the Lomero-Poyatos polymetallic mine in Spain, which is at the bulk-sampling stage. Previously, the company was talking about shipping the bulk sampling from Spain to Panama to process. That would be expensive because it's not very efficient: across the Atlantic Ocean and from one end of the Panama Canal to the other.

The company is mining gold at $500-600/oz. At the current gold price, Petaquilla should be able to generate some cash flow and improve its balance sheet.

TGR: Molejon is adjacent to First Quantum Minerals Ltd.'s (OTCPK:FQVLF) [FM:TSX] $6.2-billion Cobre Panama copper project. How does this affect Petaquilla?

CL: Petaquilla has a big contract-up to $100 million [$100M]-with First Quantum to provide aggregate mining.

TGR: Do you think there's a possibility of Petaquilla being bought out by First Quantum?

CL: I feel there's a real chance this could happen. After all, Inmet, which got bought out by First Quantum, tried to buy Petaquilla twice.

Well, that doesn't sound good.

Certainly valid questions. My rationale is that [1] PTQ is eliminating O/S faster than they're accruing it (for now, anyway), [2] they're still turning a profit, even at these gold prices, and [3] when the resources at LP/Portugal/Palmilla get upgraded to P&P reserves, it's going to have a big impact on the SP (provided they get those upgraded to P&P reserves in a timely fashion).

My logic is also that the SP can't go much lower than this. We're producing, we're profitable, and we're still listed as a 2.0 (Buy/Hold) by Kitco, so we must be doing something right.

The caveat to all this is that I've been out of the loop for a while, so I may be grossly misinformed. Google Finance lists us as having taken a heavy loss last quarter. I need to do more D&D, but this is how I see things right now.

Those 23,399,402 warrants that expire on the 30th are exercisable for 1.3 common shares each. Does that mean we dodged a 30,419,223 share bullet? In sum, 32,157,600 warrants expire between DEC 22, 2013 and JAN 26, 2014, 32M of which were exercisable for 1.3 share each, resulting in 41.6M shares worth of dilution being avoided.

So over 30M warrants expire and PTQ negotiated a PP for 14M shares; where's all this dilution everyone's ranting about?

In other news, I'm totally averaging down at these levels. Please keep selling; I'll keep buying.

Read post #22786 ... technically, as of FEB 2014, no dilution will have appeared.

Let's keep in mind that the fully diluted O/S has decreased from 283M in SEP 2011 to 267M today (notwithstanding the O/S increase of the PP). In that sense, we've lost nothing since 2011 and gained $5M.

Let's also not forget the 32.7M warrants/options that will be retired by FEB 2014 (three months from now). Taken altogether, the dilution of this PP cannot compare to what we gain from the retirement of the options and warrants in the next few months.

Thanks, mjk. This last year has been rough, so I haven't had much time to keep up with PTQ. I'm content to let my investment ride and add when I can. I still think this is a good investment, but after numerous times looking fwd to big events only to have them delayed, I'm at a point where I'm content to just check in when I can and trust that someday my investment will pay off.

I haven't joined the PTQblog; I think I received an invitation some time ago. I'm just too busy for investment chat these days. When I have more money to invest, I'll be checking in more often; I might join the blog then. Until then, I'm content to get the general gist of things without knowing all the details.

PPS - This is a graphic I wanted to attach to my original post, but couldn't find it.

PS - Kitco still has us rated as a Buy/Hold, so all is not yet lost.