The rise of the machines – that was what went through my head after my conversation David Awram, Senior Executive VP of Sandstorm Gold (SSL -TSX, SAND – NYSE).I’ve known David for years and one day just talking he mentioned how he had to write press releases...
Dan Loeb's Bearish View on Frac Sand Stocks Earlier this week, I showed you how the share prices of frac sand suppliers have crashed since February and have generated a lot of pain for shareholders. Here is the not so pretty picture: Ticker Company 2017 Share Price Peak Current Share Price Decline % Decline SLCA U.S. Silica $61.49 $37.39 $24.10 39% EMES Emerge Energy $24.45 $11.19 $13.26 54% HCLP Hi-Crush $23.30 $13.37 $9.93 43% FMSA Fairmount Santrol $13.12 $5.00 $8.12 62% Shareholders...
TAAT WELLNESS (TAAT-CSE) IS MY PICK FORTHE "BEYOND TOBACCO" TRADE    If you think BEYOND MEAT was A Big Trade, just wait until you see how much the market wants the BEYOND TOBACCO story to work.And BYND-NASD was A Big Trade–as a replacement for environmentally demanding cattle, the stock...
In 2019 Chris Taylor’s Great Bear Resources (GBR:TSXV, GTBAF:OTC) was the single biggest success story in the junior mining sector; a huge winner.   Great Bear’s share price went from 15 cents to over $9 in not much more than 20 months. That is a 60-Bagger in the blink of...
What’s good for oil prices is bad for natural gas prices—and vice versa.  So the negative oil prices that investors saw mid-April should be good for natgas supplies (down) and natgas stocks (up!).But will that really be the case—can this rally in natgas stocks be for real? ...
Chris Taylor has another great bear–but this one is a kodiak. His last deal–Great Bear Resources (GBR:TSXV, GTBDF:OTC) — went from 15 cents to over $9 in 20 months as they discovered a huge gold deposit in Red Lake, Ontario. Then it soared further to $14! That quick move to...
CEO Michael Konnert has positioned his Vizsla Resources to be the next high-grade silver producer in Mexico. And he will do it quickly, in one bold stroke, buying a fully permitted mine and land package—called Panuco—in the same area of northwest Mexico that has spawned some of the...
It has been a rough couple of months for the shareholders of the big four frac sand suppliers. At the start of 2017 everyone--including me--was buying into the bullish story for these companies based on the industry trend of sand, sand and more sand.  Sand has been the #1 efficiency...