KIM Report

Bin’ Travellin’

David — Tue, 10 Nov 2009 01:04:33 +0000

Sorry for the lack of updates, but I have been travelling for the past while. However, I have been keeping tabs on the resurgent diamond sector. I am working on an article regarding the developments on Peregrine, Stornoway, and of course Shore Gold – the diamond company that attracts all kinds of investors. The article should [...]

New Developments and Talking Heads in the Resurgent Commodity Boom

David — Wed, 30 Sep 2009 15:34:43 +0000

This weekend I stopped by the 2009 Toronto Resource Investment Conference held by Cambridge House International Inc. I sort of treat these conferences as a useful mini-PDAC: 100-200 juniors and some talks by analysts, but less free booze and conference swag. Before getting onto the discussions I had at the booths, a short note on [...]

2009 Toronto Resource Investment Conference

David — Mon, 21 Sep 2009 23:37:15 +0000

This upcoming weekend sees the 2009 Toronto Resource investment Conference. Managed by Cambridge House International, it runs September 26-27 and has a $20 registration fee, or is free if you have a promocode. Much cheaper than the PDAC, it primarily features junior resource companies (~150) and some panel discussions and presentations by investment analysts (eg. [...]

A REEally Interesting Commodity Market

David — Thu, 20 Aug 2009 19:02:13 +0000

As the commodity markets shyly improve, one sector (aside from gold of course) is giving a strong showing. It is not one metal, but rather a collection of metals (and metalloids) that has experienced a strong increase in investor and consumer demand. Exotic metals: lithium (Li), tantalum (Ta), beryllium (Be), gallium (Ga), germanium (Ge), [...]

Whose Land is it Anyways?

David — Sun, 19 Jul 2009 00:58:31 +0000

New Government in Greenland The Greenlandic people recently applied the results of a 2008 referendum where they voted to gain further autonomy from Denmark that has held sovereignty over the world’s largest island for about 300 years. Greenland now has an increased share of future oil revenues, decreased Danish subsidies, made Greenlandic the [...]

The Summer Exploration Season – Sans Fanfare

David — Fri, 12 Jun 2009 00:41:31 +0000

Now that commodities have recovered slightly and the stock indexes appear to be climbing out of the financial hole that was March 2009, investors – both institutional and individual, appear to be breathing some life into the mining juniors that have been so beaten down. The ones that remain solvent anyways. On the diamond front, [...]

Commodity Recovery or Death-Rattle?

David — Tue, 12 May 2009 01:57:58 +0000

A Possibly Bumpy Road Ahead The past month or so has seen a huge rise in the TSX and Venture indexes as all sectors slowly pull themselves out of the economic hole that was 2008. What may give investors some pause is the question as to whether this is a true recovery, or is this [...]

Hiatus Over

David — Sun, 10 May 2009 15:02:06 +0000

Sorry for the break in postings, but being a grad student can result in some pretty crushing deadlines. New posts are coming very soon. As always, comments are appreciated.

Government Spending Supports Canadian Mine Development

David — Sun, 29 Mar 2009 20:03:00 +0000

Background At the 2009 PDAC convention this month, CEO and President Matt Manson of Stornoway Diamond Corp. commented that this current economic environment and resultant government plans to increase spending is good for companies trying to develop mines in the sense of available infrastructure. Mr. Manson was in particular referring to Stornoway’s Renard diamond project in [...]

Chidliak: Peregrine Diamonds Discovers New Hope for Arctic Diamond Exploration

David — Mon, 09 Mar 2009 01:39:38 +0000

The one diamond discovery that commanded the most attention at this year’s PDAC convention was Peregrine Diamonds‘ kimberlite (and subsequent diamond) discovery on its Chidliak property in south Baffin Island, Nunavut. Chidliak is 9800 km2, and since the discovery of diamonds on the property, Peregrine has added a buffer claim around the property of [...]