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dr_airtime

07/08/14 2:59 PM

#31316 RE: MontyHigh #31311

Monty...

...great website. I remember you "showing up" again a couple years ago only to dissapear again. Not sure what I can add on mining newsletter front but this board has done pretty well in last couple years with core picks such as Brigus (BRD.TO/BRD) bought out by Primero with Primero then being a sector leader in 2014, holding Mandalay MND.TO, SAS.TO from other posters, TGZ.TO in 2014.

I don't subscribe to any mining equity-specific newsletters currently as the field of producers is pretty small and investing in advanced explorers even with economic deposits has been dead money.

For a bit of the mix of Macro and producers you could try ZEAL LLC (Adam Hamilton - been around since early in the bull) for $100k+ positions in producers that should leverage PM's. I've never tried personally but seems to the most appropriate out there. I find most hard core mining newsletters are valuation-neutral.

Danny Deadlock's $150M/year microcap newsletter is a good one for relative valuation of exploreres with advanced deposits but I find his picks are pretty illiquid and may move but you need to buy before doind your own DD. Pretty easy to earn back your $150 though and he does often have feature names to follow over a multi-month period.