Lost Spanish Silver

Vizsla Resources (TSXV, VZLA: $0.66) Resource Insider members (myself included) invested in Vizsla late last year in the $0.40 private placement offering. Vizsla Resources is focused on consolidating and developing silver assets in Sinaloa, Mexico. District Potential  The team, led by CEO Mike Konnert, has consolidated a major silver producing district known as Copala-Panuco (“Panuco”). Vizsla’s land package consists of two producing mines, a fully permitted mill and significant infrastructure including a multi-lane highway and access to high-voltage power.   Panuco

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Financial Markets
Chris MacIntosh

When Trust Evaporates

I thought I’d compare the current Wuhan zombie apocalypse bat virus to that of SARS and see what is similar this time around…and what is not. Now, I’m not going to get into which virus wins the “I killed more faster”, (thus far, it was SARS with a fatality rate of 9.6% vs 2.8%). Or which is more infectious (SARS again, though Coronavirus can spread while still incubating). Or join the silly debate of whether we should eat bats (they

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Wars have Been Fought over Less

When I first visited Asia nearly 2 decades ago I felt like a giant….still do. Here’s why…even though this chart is 10 years old my guess is it’s not changed a great deal. The other thing I remember is that if I’d been to the gym that day, after a meal..I’d order another. And I’m not a big guy…or fat, or a pig, and I’m pretty sure I’ve no intestinal worms devouring what I put in. Thing is, a small

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Current Affairs/Politics
Chris MacIntosh

Fed Policy, Chaos Theory, Shale and Dangerous Miscalculations in the Middle-East

Chaos theory was first defined by James Yorke and T.Y. Li in 1975. What it tells us is the uncomfortable truth that the world can and does sometimes go to shit doesn’t follow a predictable pattern.  Chaos theory is usually associated with math or physics because those subjects are its origin, but as you’ll see, it goes well beyond that.  Many years ago, I worked on a project with a bunch of folks at an organisation. We’ll just call that

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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 the handle and steps inside only to find his would be buyer enthusiastically mid-coitus.  Startled, he mumbles his apologies and tries to stumble back out the door.  But, like any

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General Investing
Chris MacIntosh

Simple Not Easy

I haven’t been sick in over three years. Nothing, not a sniffle, not a cough – nada. Strong as an ox I tell my wife. And so, naturally, I am immune from anything dodgy. The terminator of sickness if you will. Except I wasn’t two weeks ago. God only knows where this bastard came from but it was the Jeremy Corbyn of stomach bugs. Born and bred to create nightmarish things to mankind. If it lingered longer, I’m sure it

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Resources
Jamie Keech

Greg Smith: Entrepreneurship in the Mining Industry

“We had some extraordinarily stressful periods of time that required a tremendous amount of work. What got us through that was the bullheaded tenacity to keep pushing no matter what happened and trying to manage stress in a way that was productive, and not falling apart or giving up…” Greg Smith is the President of Equinox Gold, a mid-tier Canadian gold producer led by Chairman Ross Beaty. Greg started his career as an accountant but quickly moved into a management

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Things are Changin’

Lately, we have been thinking about energy. Specifically, how energy policies are shaping the global environment. Where do we see supply and demand dislocations? What trends are taking hold? And, most importantly, how are we going to make money from these changes? All of these questions are tied to our end result: achieving outsized returns by anticipating capital flows. Currently, there is a massive movement happening right in front of us in the energy space, without little proper investment outlet,

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