By Chris Berry - Disruptive Discoveries Journal

  • During the second quarter of 2014, many share prices of energy metals companies struggled for direction after the dust settled from the Tesla (TSLA: NYSE) Gigafactory announcement.                                                     

  • Our theme of viewing the supply and demand dynamics of each energy metal individually continues to be the best course of action as the trajectories of each metal may differ. For example, lithium carbonate prices remained healthy while uranium prices fell by 8% in Q2 and are down 21% YTD.

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By Rachel Fox: FoxOnStocks.com

To say that Elon Musk thinks outside the box is an understatement.

To write about what Elon Musk does and how it impacts stocks prices is an out-side-the-box undertaking that I’m not sure how I’ll do…. but here goes.

Elon Musk is one of the creators of PayPal. That accomplishment alone would be enough for most people. Not for this guy. After selling his interest in PayPal, Elon Musk used the profits to launch SpaceX, a rock-travel company that is set for futuristic endeavors.

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By The Boiler Knight

Altius Minerals (TSX:ALS) is a Canadian royalty company, with interests in coal, potash, iron ore, and base metals mines and projects. President and baby-faced Brian Dalton made headlines when it acquired Sherritt’s royalty portfolio, albeit the stock has fizzled out a little.

I was skimming through the company's AF and noticed Altius made a pretty sizeable investment a company run by Paul van Eeden:

The Corporation co-invested with Cranberry Capital Inc. to form 2260761 Ontario Inc. to invest primarily in early stage mineral exploration companies with a goal of long term capital appreciation. The new company is managed independently by Paul van Eeden, the principal of Cranberry Capital Inc. who has a successful mining and investment industry track record. The Corporation’s total investment in the new company consisted of $25,007,000 in cash and the financial results of the company are included in the consolidated financial statements from the date of the initial investment.

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by:

The Petronas Bhd.-sponsored Pacific Northwest LNG project is seeking debt-financing, reportedly for as much as US$10-billion to US$15-billion, for its liquefied natural gas project on the West Coast. It would be the biggest debt financing deal in Canada.

“Yes, we have contracted Société Générale S.A. as the financial advisor. They will be going out and looking to acquire financing for the project,” Spencer Sproule, a spokesman for the Pacific NorthWest LNG project, told the Financial Post, but he declined to confirm other details.

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Disruptive Discoveries Journal

Here is the link to Mike's most recent presentation to the FFIEC in Arlington, Virginia earlier this week. It is lengthy, but discusses numerous topics including the Inflation/Deflation debate, Commodities, Banks, Jobs, Currencies, Deficits, and Emerging Markets.

You can download a copy here.  <---- 188 Slides