Worth Watching IV: Atlas Iron Limited (ASX: AGO)

On April 7, 2015 Atlas Iron requested ASX for a voluntary suspension in the trading of its securities. This was a result of the negative impact on profitability of the declining iron ore price. It had previously suspended all mining operations. The company remains suspended to this day. But three…

The Economic Reality of Geology: Part Two

Feedback from Part One has been interesting. I think that people most often consider that any distribution will be normal (or Gaussian). This is not true, but may partly explain why rare events, such as financial crises, are so unexpected. They are often referred to as outliers, which implies outliers…

Worth Watching II: Pilbara Minerals Limited (ASX: PLS)

On Wednesday I attended an investor briefing hosted by Read Corporate. The room was full, the lunch was excellent, and all three presenting companies (ASX: EMX, KDR, PLS) are at an interesting stage of development.  All companies have merit, but I was particularly interested in Pilbara Minerals. Read a brief…

The Economic Reality of Geology: Part One

Modern, industrial economies are built on a foundation of plentiful, high quality, low-cost, energy and minerals. No amount of technology will change this dependence. For example, about a third of US electricity is generated by coal. Thus many electric cars are actually “coal fired” cars. The manufacture of solar cells…

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