Agoracom Blog

Cost Price

Posted by Peter Grandich at 8:42 PM on Thursday, November 19th, 2009

What can a U.S. Senator be bought for?

Alert

Posted by Peter Grandich at 8:15 PM on Thursday, November 19th, 2009

News out of Eritrea of possible UN sanctions may lead to some concerns about companies operating in the country. While this is not “new” news, it’s never-the-less can impact Nevsun Resources in our model portfolio and Sunridge Gold, a client of ours.

At this point in time it appears more of the same political risk that has been present for some time. However, some may not be able to handle the financial and mental anguish that can come from the situation becoming far worse. Therefore I’m going to suggest to those who can’t afford the situation developing into something more than a bump in the road to consider selling and moving on. Because I don’t think this is a universal move at this time, the company will remain in the model portfolio but be a hold until further notice. Please note as I type I personally would likely be a buyer if this news in current form took this stock much below $2.50.

I spoke to Sunridge Gold management this evening. It was their view that if such a resolution actually was voted on,China and or Russia would veto it.China has been active in the country. They said their operations remain normal. Here too those who wish to be safe versus sorry can move aside. We shall address this further as more information becomes available.

I’ll be monitoring this closely and will post again when needed.

You Ain’t Nothing But A Hound Dog

Posted by Peter Grandich at 5:06 PM on Thursday, November 19th, 2009

Watch

New Client Alert

Posted by Peter Grandich at 10:20 AM on Thursday, November 19th, 2009

Many of you are aware I’m a big fan of the Hunter-Dickinson group. From my days as a portfolio and hedgefund manager to now, I’ve been very involved with many of their deals.

Today marks the birth of a new HD “child”, one of several new companies HD has in the pipeline to come public. Heatherdale Resources (HTR-TSX-V $1.01 )has a very promising project in Alaska. There’s great anticipation of significant news flows over the coming months.

Two very key notes of interest are:

  • The discovery team that first led Farallon Resources from under a dollar to above $20 is at the helm at HTR.
  • HD management has purchased about one-third of the recent IPO at a dollar (I also bought in).

There are 15 million free trading shares that were done at a dollar in the financing.  There are about 400,000 shares free trading left over from the company that was merged into HTR. IF history is any indication, speculators who use up to $1.15 (but not over) as an entry point should get several kicks at the can for the foreseeable future.

Please be advised HTR is a client of mine.

Please note! I wouldn’t pay over $1.15 until further notice!!!!

Things

Posted by Peter Grandich at 9:00 AM on Thursday, November 19th, 2009

Article on Strathmore Minerals

Maybe Lassonde could become a senior metals analyst?

Doesn’t Paulson know it’s not a bull market?

Hi-Yo Silver away?

I can’t even count this high

Didn’t he use to work there?

From The Desk Of Peter Grandich

Posted by Peter Grandich at 7:59 PM on Wednesday, November 18th, 2009

This is one very special conference and a chance for many of you to spend some real quality investment time with me. I hope many of you can make this a winter getaway and join me. I hope to have a special after the conference ends workshop just for readers. Please tell them you’re a reader of mine when you book attending the conference so you can receive special invite to my private workshop.

You are invited to the Founding Investment Conference of the

Pangea Discovery Club

January, 27-29, 2010
Nassau, The Bahamas, Sheraton Cable Beach Hotel

The Pangea Discovery Club is an exciting new exclusive networking invitational investment club. Affiliated with Cambridge House International Inc., it has been formed to provide unparalleled sources of information for accredited investors – information to assist in maximizing opportunities in this commodity bull market.

The founding conference features the opportunity to network with like-minded investors and to listen to and intermingle with a terrific line-up of speakers – not for 30 minutes in a large auditorium but in smaller interactive settings, plus in casual relaxed afternoon poolside sessions. The line-up of speakers for the Founding Conference represents a wide variety of talents and experience. Interacting with them and with investment peers will make this a very memorable event. As a bonus, eight active companies have been selected to be sponsors of the event and attendees will be able to visit directly with them.

Speakers – a Great Line-up of Exceptional Talent

o   Michael Berry, Phd. – Morning Notes

o   Greg Weldon – Weldon Online

o   David and Eric Coffin – Hard Rock Analysts

o   John Kaiser – Kaiser’s Bottom Fishing Report

o   Bob Hoye – Institutional Advisors

o   David Skarica – Addicted to Profits

o   Tom MacNeill – 49 North Resources – The Saskatchewan Story

o   Mike Swanson – Wall Street Window

o   Peter Grandich – Grandich Publications

The Bahamas’ 2010 Founding Conference
Jan. 27-29, Sheraton Cable Beach Hotel, Nassau, Bahamas

Wed. Jan. 27
- Welcome Reception: 7:00 p.m. – 9:00 p.m.

Thursday Jan. 28
- Breakfast: 7:30 a.m.
- Interactive speaker presentations- 8:00 a.m. – 11:45 a.m.
- Lunch and Keynote speaker: 12:15 p.m. – 1:15 p.m.
- Poolside/Shady Area casual sessions with speakers:  2:30 p.m. – 4:30 p.m.
- Evening Reception: 6:00 p.m. – 7:00 p.m.
- Evening Dinner: 7:00 p.m.-

Friday Jan. 29
- Breakfast: 7:30 a.m.
- Interactive speaker presentations- 8:00 a.m. – 11:45 a.m.
- Lunch and Keynote speaker: 12:15 p.m. – 1:15 p.m.
- Conference closes

Overtime
- Poolside/Shady Area casual sessions with speakers and sponsors who do not have to leave
- Dinner is on your own but several restaurants will be suggested where attendees can carry on with their networking

Conference Fees
The fee to participate at the Pangea Discover Founding Conference includes:
- Welcoming Reception
- Breakfast, both days
- Lunch, both days
- Reception and Dinner on Jan. 28
Individual Fee – $995
Spousal Package, add $495

Hotel Rates
Hotel rooms are not included but the Sheraton Cable Beach is offering attendees a great rate of $179 per night.

Concierge Services will be available for those looking to book outside activities such as sightseeing, golfing, sailing and shopping.

For further information please contact:
Kieran Magee
Marketing Director, Cambridge House International
Kieran@cambridgehouse.com

Joe Martin
Chairman, Cambridge House International Inc.
Founding member, Pangea Discovery Club

The O’Reilly Factor’s New Host

Posted by Peter Grandich at 7:37 PM on Wednesday, November 18th, 2009

Left or right, you got to laugh.

It’s A Matter Of Honor

Posted by Peter Grandich at 6:39 PM on Wednesday, November 18th, 2009

Just another Great American

Another Nail In The Dollar Coffin

Posted by Peter Grandich at 11:23 AM on Wednesday, November 18th, 2009

Read

Timmins To Pour

Posted by Peter Grandich at 11:10 AM on Wednesday, November 18th, 2009

Read