Falling Prices Make Consolidations in the Junior Oil and Gas Sector Inevitable - Scotia Analyst

Source: Seeking Alpha (10/16/08)

A steep decline in share prices, weak commodity prices and tight credit markets provide the perfect conditions for consolidation in the junior oil and gas sector, says Scotia Capital analyts George Toriola. He points out in a recent research note that several junior oil land gas companies have seen share price declines of 70%, while the TSX S&P energy index has dropped 50% since the beginning of the the third quarter.

Mr. Toriola says in a note to clients:

We believe recent market activity probably accentuates the cost of capital differences between oil and gas companies. In our opinion, companies with a cost of capital advantage probably emerge as consolidators...

Announcing Streetwise Live! Events
Source: Streetwise Reports (07/13/2020)

Streetwise Reports is offering 100 investors—at no charge—the opportunity to meet via Zoom with executives of precious metals companies as they discuss recent developments at their companies and upcoming catalysts.

"China's export quota could be opportunity for Canadian miners"

Mexico: Gold's Next Powerhouse Player
Source: Marc Davis, BNW News (11/03/2009)

As the world's key gold producing nations struggle mostly in vain to replenish dwindling below-ground supplies, Mexico is bucking the trend in a big way.

Where Have All the Gold Mines Gone?
Source: Brent Cook, Exploration Insights (04/14/2009)

Given the declining global gold production, mining companies’ demand for reserve replacement and the acute dearth of new gold discoveries, there is no doubt that real economic discoveries will be exceptionally valuable. . .the opportunity for stellar profits is the best it has probably ever been. Identifying the few successes, however, will require vigilant and constant technical assessment of geology and drill results, always with an eye to mine economics.

Congo Completes Mining Review, Says Majors Quit Talks
Source: Reuters (12/20/2008)

"Review process is extended an additional 45 days to allow six companies to return to the negotiating table for direct talks with government ministers."