rigger

I've also put a small sum in Cameco .I think there's a bull market in Uranium inbound.

I will pick some up at the right point, just feel they've raced ahead a bit. I've now bought some Potash Saskat. I'm not a massive fan of stocks at the minute but I've bought in with a view to buying more if broader markets roll over.

https://www.google.co.uk/finance?q=NYSE%3APOT&sq=potash&sp=1&ei=VjgcWcjPMdS7U43aqIgN Potash Corporation of Saskatchewan (USA) (NYSE:POT) 10 year low. Merger with Agrium ongoing.

Nice one,My list was likely pulled from Miningfeeds.com Also missing is Anglo Pacific https://www.google.co.uk/finance?q=LON%3AAPF&ei=NSAcWYD6AZSZUOrsnvgJ Royalties company,5% yield

Added some Barrick,Gold Fields and AngloGold Ashanti today. Hoping the price of the yellow stuff gives up some so I can get into some of the smaller ones that have risen so much since 2015

https://www.google.co.uk/finance?q=TSE%3ADGC&ei=kbgDWdmkBpSRUIbAgiA 'Detour Gold Corporation is a Canada-based intermediate gold producing company. The Company is engaged in the acquisition, exploration, development and operation of mineral property interests. Its primary asset is its Detour Lake mine, which is an open pit operation located in northeastern Ontario, approximately 300 kilometers northeast of Timmins and over 180 kilometers by road northeast of Cochrane. Its Detour Lake property consists of a contiguous block of mining claims and leases totaling approximately 620 square kilometers in the District of Cochrane. The Company's projects also include Detour Lake Exploration Block A and Detour Lake Exploration Regional. The Block A near-surface deposit is located approximately one kilometer northwest of the mine and contains a measured and indicated resource of approximately two million ounces, and has completed over 160,000 meters of drilling. The Company controls approximately 630 square kilometers of the Detour Lake Exploration Regional.

http://www.miningfeeds.com/gold-mining-report-all-countries Another decent down day.Really does look like the miners are rolling over despite the yellow metal at $1263 Yamana at $2.60 which is about 25% above the 20 week MA of their 2015 low or their 2004 price............................wow.Super value.Could get even cheaper.

https://www.bloomberg.com/news/articles/2017-04-26/home-capital-gets-c-2-billion-loan-will-miss-financial-goals Found on HPC,Canadian mortgage Co. in trouble,.

Good opportunity to add more in the coming weeks Worth noting Barrick down from $20 to $17

My feeling too.I'm a long term buyer.A couple of the shares I'm following closely are down heavily over the last couple of weeks eg Gold Fields peaked at $4.15 13/4,now down at $3.40 eg Harmony 11/4 $2.75 now $2.25

Bizzarrely just revisited this thread.I'd forgotten all about it. End of March I bought KGC(Kinross),AUY(Yamana),GG(Goldcorp),NGD(New Gold). Hoping prices drop back some,so I can diversify.

Fresnillo Plc FRES.L 1,644.00 -8.00 -0.48% 1,636.00 1,660.00 986.50 2,057.21 144,992 12,110.0 Centamin Egypt Ltd. CEY.L 185.33 2.43 1.33% 182.70 186.20 93.00 186.20 2,725,279 2,661.0 Petropavlovsk PLC POG.L 7.84 -0.07 -0.88% 7.65 7.94 5.74 9.15 246,329 323.6 Pan African Res. PAF.L 15.25 -0.75 -4.69% 14.50 15.75 12.75 24.50 4,550,946 287.1 Avocet Mining plc AVM.L 50.90 0.40 0.79% 49.30 50.90 38.50 127.40 4,675 119.1 Hummingbird Res HUM.L 25.75 -0.25 -0.96% 25.38 26.02 16.00 29.46 92,217 106.9 Trans-Siberian Gold TSG.L 44.00 1.50 3.66% 39.75 44.00 31.65 56.60 11,470 60.5 Serabi Gold plc SRB.L 5.25 0.25 5.00% 5.25 5.70 3.50 7.00 356,399 45.8 Ariana Resources plc AAU.L 1.75 -0.05 -2.78% 1.73 1.78 1.13 2.26 1,464,038 17.7 Goldplat PLC GDP.L 7.75 0.38 5.08% 7.75 7.90 4.78 8.25 143,291 16.2

I'm looking at buying some Gold fields for the longer term.Interesting that they're not as SA based as one would assume,offering a nice geographical spread of assets and cashflows https://www.goldfields.co.za/inv_rep_ar.php From the CEO 2015 report 'It is fair to say that, despite the 45% decline in the price of gold between 2011 and 2015, Gold Fields is today in much better shape generating substantially more cash than when the gold price was at its peak. While this is reassuring in the current low price environment, it also positions Gold Fields for enhanced cash generation when the gold price eventually starts to appreciate again, which it undoubtedly will.'

Thanks for sharing your insights Doc,it's a little above my head as I haven't really dealt with this before,but you offer an illuminating insight into the possibilities. As a retail investor,I've learned to be careful respecting the limits of my knowledge and understanding within my wider risk profile.

I was looking at uranium miners on my go to mining aggregator the other day,so I was interested to see this post. http://www.miningfeeds.com/uranium-mining-report-all-countries Much as I'm a massive believer in solar energy,the reality is that it will be some decades before there's no space or need for reliable sources of electricity eg nuclear,clean coal.For a lot of countries the capital cost of conversion will be prohibitive. Edit to add I was unaware there was an ETF.Whilst I prefer to buy the underlying stock,it's a good reference guide re weightings.

Yeah,thanks for the clarification Doc.That's what I expected.I've always only traded equities as I understand the win/lose nature of the pricing structure. I always assumed that the bonds had a lower return than the equities.

Just reread the above and I realize of course they're risky lol.Just wondering why you've opted for bonds over equities. This is the sort of stock I put a little bit of gambling profits in.

Forgive my ignorance Doc,but are the equities too risky?

Fascinating read Doc.Thank you.I'm looking to add to my gold miners and this certainly seems worth a nudge.

Interesting share.

Saw this thread title and thought of this ZH post.Word from contacts in UK construction is that things have turned with some talking of a rerun of 2008.

I find the NYT updates quickest.also watching live feed on cnn and the detail is good. Wisconsin is in play25% counted Don up 50-44

VA surprising and goes to show there may be other paths open for the don. Penn/Mich/VA?

clinton news network wetting their pants with shillary leading in florida...............