Category: Resource Insider

food prices
Agriculture
CapEx Team

GERMAN FOOD PRICES RISE 20-50%

Isn’t it weird how all of a sudden hell breaks loose on the inflationary front. Inflation in Germany is more or less the highest in at least a couple of generations. Ah, blame it on the Russians. While inflation may be at the highest in a few generations, bond yields

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Unknown Capital Episode 3
Gold
Jamie Keech

Treasure in the Golden Triangle

At Resource Insider we are long Scottie Resources, an exploration company focused on gold and silver assets in British Columbia. Scottie owns the past-producing Scottie Gold Mine and a large, highly prospective exploration package in BC’s prolific Golden Triangle.

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Resource Insider
Jamie Keech

This Is How The World’s Top Mining Investors Make Money

We’ve discussed why commodities are so damn cheap and why you need to own gold miners, not gold bars. Today we are going to talk about the benefits of private placement investments and how they can offer outsized returns. In this article and video, I discuss: What are private placements?

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Sex, Drugs & Reality Distortion

It’s 1972, the US is withdrawing from Vietnam and the Godfather has just been released.  A Reed College dropout is on his way to meet a new student at his dorm-room to sell him a typewriter.  After knocking on the buyer’s door, eager to get the deal done, he tries

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Resource Insider Monthly: Deal Time!

Introduction PDAC 2019 is over. I’ve been back in Vancouver for a few weeks, most of which has been spent sorting through gathered information, reviewing & cataloguing deals, and following up with new contacts. February was a busy one, with more time spent in an airplane, and a meeting room

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Resource Insider Monthly: Jetlag & Mega-Mergers

Happy March RI members! It has been a busy and, at times, exhausting month. For me much of the last few weeks has been spent on an airplane. As I write this, I’m sitting on a flight heading to NYC from Sao Paulo, Brazil after spending the last week and

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Resource Insider Monthly: Let The Games Begin

Hola, RI members, and happy (belated) January. I hope that everyone had a great holiday season and is ready to get back at it in 2019. January is a hectic month for the mining industry and heralds the beginning of “conference season”. This is the time of year where every

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Resource Insider Monthly: Blood In The Streets

Greetings Resource Insider (RI) members, and welcome to the first of what will now be regular RI monthly reports. The purpose of this is threefold: Provide you with regular updates on the RI portfolio companies including details on what they’re up to, how we interpret results/progress/delays/etc, and how we’re managing

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