Commodity Watch Radio

Lightning To Strike Twice? Douglas Willock of Polar Star Mining

commoditywatch — Fri, 19 Jun 2009 14:36:53 +0000

A fascinating interview with Douglas Willock of Polar Star Mining . He tells us about his exciting company who are exploring for copper, gold and uranium in Chile; and talks with great insight and knowledge about Chile, its people, geography and history.

View the Polar Star Summer 2009 Quick Overview.

Is The Tide Changing?

commoditywatch — Mon, 08 Jun 2009 20:33:58 +0000

Hong Kong trader Michael Hampton and Dominic Frisby discuss the outlook for stock markets, gold, silver, oil, bonds and housing.

Dave Seton of Olympus Pacific

commoditywatch — Thu, 28 May 2009 17:22:08 +0000

Olympus Pacific Minerals (CA:OYM, OTCBB:OLYMF) are a junior gold producer operating in Vietnam. With a small amount of production, lots of exciting exploration upside, a small market cap and ‘first-mover advantage’ this is an exciting story. Chairman, CEO and major shareholder Dave Seton gives us an overview. (Click for chart)

Arch Crawford Looks To The Stars

commoditywatch — Wed, 20 May 2009 16:46:26 +0000

Not for the first time Arch Crawford of Crawford Perspectives was named by Hulbert’s Financial Digest , which looks at the performance of 500 different newsletter writers , as the top market timer of 2008.

He uses technical analysis and planetary cycles to determine market direction. His outlook for 2010 is very grim: the alignment of the planets around July 27-30, 2010, could see ‘major changes on the earth, it could change the face of civilization’.

Larry Pesavento: May 18th Single Combust

commoditywatch — Sun, 17 May 2009 19:50:42 +0000

A former member of the Chicago Mercantile Exchange, Larry has been a trader for over 45 years. His unique methods which involve chart pattern recognition and planetary cycles have enabled him to make some amazing market calls over the past 18 months. He is the author of ten books on trading, the most recent of which, is called Trade What You See How To Profit From Pattern Recognition and is published by Wiley Trading.

Larry’s Website: Trading Tutor

Larry’s Book, Trade What You See, is available at Amazon - also at Play

To view the slide show PDF, click here.

GEI Thread

WHAT HAPPENS WHEN THE HOUSING MARKET HITS ROCK BOTTOM?

commoditywatch — Mon, 11 May 2009 20:06:53 +0000

Mitch Cope tells Michael Hampton and Dominic Frisby about The Powerhouse Project , which he runs with his wife Gina Reichart, in Detroit, where you can now pick up a home for as little as $100.

Robin Griffiths on Water: The Final Resource

commoditywatch — Sun, 03 May 2009 00:12:13 +0000

Robin Griffiths, author with William Houston of Water: The Final Resource. How the Politics Of Water Will Affect The World, discusses cycles, technical analysis and some of the many issues raised in his excellent new book.

Buy with PLAY or AMAZON.

Xemplar Energy

commoditywatch — Mon, 27 Apr 2009 21:24:23 +0000

Mike Magrum tells us about his company Xemplar Energy (CA:XE / US:ZEPRF / Frankfurt : E7R) , who are exploring for Uranium in Namibia.

Namibia, a country with a rich history in mining, is known for its low grade and high tonnage uranium deposits. Currently, there are two uranium mines (Rossing and Langer Heinrich) operating in Namibia, producing 8% of the world’s U3O8 and over the past 18 months two low grade uranium deposits of significant size in Namibia have been the subject of a takeover (UraMin for its Trekkopje Deposit) and a takeover offer (Forsys Metals for its Valencia Deposit).

John Rubino : Clean Money

commoditywatch — Wed, 22 Apr 2009 10:34:48 +0000

John Rubino discusses his latest book , Clean Money: Picking Winners In The Green Tech Boom.

Buy the book at Amazon or at Play

John’s Websites: Green Stock Investing and Dollar Collapse

Larry Pesavento: Repeating Patterns

commoditywatch — Tue, 07 Apr 2009 08:22:24 +0000

Dominic Frisby and Michael Hampton talk to Larry Pesavento, veteran trader of 45 years.

Larry’s Website: Trading Tutor

Larry’s Book, Trade What You See, is available at Amazon - also at Play

The Capital Gold Takeover

commoditywatch — Sun, 15 Mar 2009 10:37:14 +0000

Capital Gold (US:CGLD; CA:CGC) is a junior mining company, producing about 60,000 ounces of gold per year from their El Chanate mine in Northern Mexico. They put their mine into production cheaply and quickly, encountering few of the problems that seem to afflict other companies. Their cash costs are about $300 per ounce. Their market cap is around US$130 million.

This week it was announced that Gammon Gold (CA:GAM, US:GRS) - a mid-tier producer in the nearby Mexico area, market cap about US$920 million - were making an all-share takeover bid that values Capital at a 20-30% premium. Is this a good deal for Capital’s shareholders? Capital’s COO John Brownlie discusses:

Sitting On The Fence, Waiting For The Turn

commoditywatch — Tue, 10 Mar 2009 10:39:31 +0000

Trader Michael Hampton is looking for a turn in the markets, but at the moment it hasn’t come now. He likes oil and oil stocks, but for now he finds himself ’sitting on the fence’ .

The Next Aurelian? Bill Reid of Gold Resource Corp

commoditywatch — Wed, 11 Feb 2009 11:38:01 +0000

Bill Reid of Gold Resource Corporation

Bill Reid has put together one of the most exciting gold juniors around. After returning bonanza grade after bonanza grade, they head into production at their El Aguila mine in Southern Mexico later this year. He tells us the story? (US: GORO)

Andrew Bell of Regency Mining and Red Rock Resources

commoditywatch — Thu, 05 Feb 2009 10:06:59 +0000

Andrew Bell of Regency Mines (UK:RGM) and Red Rock Resources (UK:RRR) gives us an overview of his two companies and the opportunites that are arising as they move forward.

Mike Hampton on the UK Economic Mess

commoditywatch — Sun, 25 Jan 2009 23:31:51 +0000

Trader and author Michael Hampton looks at the sorry state of the UK Economy and finds parallels between now and 1976.

Read the GEI thread on this show and see the charts here.

2009 : Mish and Mike Give Their Views

commoditywatch — Wed, 07 Jan 2009 11:53:22 +0000

Mike ‘Mish’ Shedlock , editor of Global Economic Analysis, and

Michael Hampton, aka Dr Bubb, of Global Edge Investors , discuss their outlooks for 2009.

To read Mish’s post Reflections on 2008, Themes for 2009, click here.

NB CWR is uploaded irregularly. To make sure you don’t miss a show, please subscribe to the show, perhaps via itunes.

2009 : The View From Across The Pond

commoditywatch — Sun, 04 Jan 2009 23:06:20 +0000

Some of CWR’s favourite guests from across the pond give their outlook for 2009

James Turk of Goldmoney ‘Gold To Break Out Over $1500

David Morgan of Silver-Investor ‘A mixed year, but a strong first quarter. 2010 will be the big year for the metals.’

John Rubino of Dollar Collapse and Green Stock Investing - ‘Lots of five and ten-baggers in the juniors’

Bob Hoye of Institutional Advisors - ‘Policy-makers will continue to flounder. They really don’t know what they’re doing … Back to a gold standard within 5 or 6 years.’

Roger Ballentine of China Energy Recovery

commoditywatch — Sat, 13 Dec 2008 12:04:18 +0000

Roger Ballentine of China Energy Recovery (US:CGYV)

China Energy Recovery (CER), headquartered in Shanghai, is an international leader in designing, fabricating, implementing and servicing energy recovery systems. CER’s technology captures industrial waste energy to produce low cost electrical power, which enables industrial manufacturers to reduce their energy costs, shrink their emissions footprint, and generate sellable emissions credits. CER’s systems are effective at reducing sulfur dioxide emissions, which are a leading cause of acid rain. CER has successfully installed over one hundred energy recovery systems both in China and internationally. Please download the latest corporate presentation here for a more detailed overview.

At 12/12/2008:

Market Cap: $41.3 million (Based on 29.6MM shares outstanding)

Year High and Low: High - $3.40 / Low - $0.95 (Tradable period since 9/09/08)

Management owns 70%. Other shares are spread.

Current net income (Quarter ended 9/30/08): $244,856

Current net income (LTM 9/30/08): $1,639,956

Current Cash Balance (9/30/08): $6,368,633

“The Company derives revenues principally from (a) sales of energy recovery systems, (b) provision of design services, and (c) provision of Engineering, Procurement and Construction (”EPC”) services, which are essentially turnkey contracts where the Company provides all services in the whole construction process from design, development, engineering, manufacturing to installation. In providing design services, the Company designs energy recovery systems and other related systems based on a customer’s requirements and the deliverable consists of engineering drawings. The customer may elect to engage the Company to manufacture the designed system or choose to present the Company’s drawings to other manufacturers for manufacturing and installation. In contrast, when providing EPC services, the customer is purchasing a turnkey energy recovery system and the Company is involved throughout the entire process from design to installation.”

Tim Coughlin of Lydian International

commoditywatch — Sat, 06 Dec 2008 19:14:40 +0000

‘We’re turning moose pasture into a gold mine’.

Tim Coughlin, President and CEO of Lydian International (CA:LYD), tells us about his company and about exploring for metals in the credit crunch.

Lydian International Ltd. is a diversified UK mineral exploration and development company, with expertise employing “first mover” strategies in international emerging environments.

Currently the Company is focused on Eastern Europe in the Western Balkans and the Caucasus regions, advancing a pipeline of highly prospective precious and base metal projects. In the Caucasus region Lydian is operating an exploration joint venture with Newmont Overseas Exploration Ltd. a subsidiary of Newmont Mining Corporation.

The Company’s two flagship projects are a newly discovered gold project at Armulsar in Armenia, and an advanced zinc, lead, silver and gold project at Drazhnje in Kosovo.

Lydian’s two largest share holders are Newmont Mining Corporation and the International Finance Corporation (part of the World Bank Group).

The Lydian Management Team has a proven discovery track record, and is highly experienced in emerging environments.

Sacre Coeur Minerals with Irwin Olian

commoditywatch — Sat, 29 Nov 2008 19:00:48 +0000

Irwin Olian of Sacre Coeur Minerals (CA:SCM) discusses his company, their prospects and takes a wider look at the economic outlook.

Irwin is an entrepreneur with a strong background in finance and law. He graduated from Princeton University with an A.B. in Economics and received his law degree from Harvard Law School. He has founded and built many companies including Pan African Mining, which was taken out earlier in 2008, African Queen, Enermad, Neo Classics, North American Scientific, Inc., a Los Angeles based manufacturer of radioisotope products for the medical industry, including seeds implanted for the treatment of prostate cancer, which has grown from a startup to a successful NASDAQ company. He also served as Vice President of Bear Stearns & Co. Inc. Irwin’s legal experience includes a position as a Senior Attorney for Warner Bros. Inc. at Burbank Studios for five years, a position as a business affairs executive with talent agency, International Creative Management, and positions as a corporate attorney with Wyman, Bautzer, Rothman & Kuchel in Los Angeles, and Pillsbury, Madison & Sutro in San Francisco.

A Healthy Dose Of Reality? Tony Baird Of Baird And Co

commoditywatch — Wed, 19 Nov 2008 10:25:49 +0000

Many dealers are reporting this to be the busiest bullion markets have been in living memory. There is almost no supply of gold and silver coins and bullion bars; there are multi-week waiting times for delivery of metals, but is there a shortage of actual metal? Why the unprecedented retail demand for physical metal and yet price declines in the futures markets? Is there a deliberate conspiracy to suppress the price of metals on the Comex?

In this CWR Dominic Frisby talks to Tony Baird, founder and boss of Baird and Co, the UK’s biggest independent coin and bullion dealer, and finds out his views of what is really going on in the precious metals markets.

Baird and Co Website

A Bounce IS Due?

commoditywatch — Sat, 15 Nov 2008 13:12:32 +0000

Bob Hoye of Institutional Advisors.

Hugh Hendry of Eclectica and Dr Francis Claessens of Peers

commoditywatch — Sat, 01 Nov 2008 09:36:48 +0000

Hugh Hendry of Eclectica Asset Management tells us to buy bonds .

Francis Claessens of Peers tells us what the super rich have been doing wth their money.

Mish and Mike Are Back

commoditywatch — Fri, 17 Oct 2008 13:29:43 +0000

Mike ‘Mish’ Shedlock and Michael Hampton are back with their take on the markets.

Mish’s Blog - Global Economic Analysis

Mike’s Chat Board - Green Energy Investors

Fred Harrison: The Renegade Economist

commoditywatch — Mon, 22 Sep 2008 22:30:58 +0000

Fred Harrison, The Renegade Economist, discusses the 18-Year Property Cycle and suggests ways for Gordon Brown, or whoever should succeed him, to avoid boom and bust in the future.

Fred’s prophetic 2005 Moneyweek Article. And his more recent from November 2007.

Plus Michael Hampton of Global Edge Investors shares his views on Fred’s cycle and the London property market.

View Mike’s video for talkview.com on Fred Harrison and his 18-year Cycle here.