Friday, September 14, 2012

Toronto Resource Investment Conference Sep 27-28 - my itinerary

The TRIC itinerary seems to be pretty much completed now, so I should see what I'm interested in.

Thursday:

Not really interested in the first panel.

Since Grandich's talk is "Why Gold is in the “Mother” of All Gold Bull Markets" I already know what he's going to say: the America-hating muslim negro is devaluing the dollar, so gold will go up til Jesus returns. Nothing about... y'know... reality. So I can take a pass on seeing him.

There's a panel with a guy from GATA, Berwick's little buddy Vin Maru, and Jay Taylor. Chaired by Peter Grandich. I guess I can skip that. The dialogue writes itself.

I have no idea who David Graham is.

So basically, I have no reason to be there til 11AM, when I could be fanboi for Brent Cook, whose topic is going to be "ask my opinion of your favourite exploreco and I'll grimace, pause, and then say something noncommital (and especially non-litigable)".

No corporate presentations are interesting to me.

Wow. There really is nothing of interest on Thursday, aside from Brent. So do I go all the way to Toronto just to see him? Maybe hang around for John Kaiser at 1:00? Meh.

Friday:

8:30, Brent starts off the day with his "Turning rocks into money" presentation, which I've already seen several times. Then again, maybe it's worth seeing again, just to remind myself. But since it's a late day for me (see below), I'll probably skip it.

Lawrence Roulston is on at 9:30 with "Looking at the Big Picture in Metals", which might be good, I dunno. Can't remember what Roulston's like.

At 11, Eric Coffin presents on "Advantages of Investing in Mid Tier Gold Producers", might be worth seeing. I'd probably definitely be in Toronto by then.

For corporate presentations? Meh... Argonaut, maybe. Everything else in the morning is a joke (my god, does Slam Exploration still exist?).

Michael Berry does a thing with behavioural strategies for investing, and his talk at 1:00 is "Selecting Winners - Avoiding Losers in These Economic Time: Examples". That sounds good. And Kaiser's doing "The Shift from Resource Feasibility to Discovery Exploration" at 2:00 which also sounds good.

At 3:00, Mickey Fulp does "Q and A on Junior Resource Stocks", which might be good (as long as it's not all graphite-this and graphite-that); but this other guy Benj Gallander is on at the same time, doing a talk on "How Contrarians Can Make Excellent Money in Commodities", and that actually sounds interesting.

Then Thomas Drolet does a talk on "Uranium Supply/Demand Balance over the next 5 years and Resultant Investment Opportunities", which I'm interested in. Then at 4:00, the guy Otto from IKN affectionately calls "yer little kissin' buddy" does his talk.

Exhibitors:

Meh, nothing much there for stocks. Still wonder about Soltoro, they were originally supposed to be this awesome silver play, then the anal yst who covered them kinda dropped them.

Otherwise, maybe I'll just go and visit a few of the zine publishers. Pick up a free copy of Northern Miner. That "Contra the Heard" newsletter sounds interesting from their description, might want to chat with that guy. Mickey's got a booth - maybe his nose gets into a fight again? Gee, I hope I'm there to watch! Maybe this time Mickey brings his guns. Don't take no shit, Mickey!

Summary:

So I can definitely be there Friday, from 9:30 (or 11) til 4:30. 9:30's probably more convenient as I can take the morning train - it's a nice train ride to Union, and then it's easy to get to the subway from there.

There seems to be insufficient reason for me to go there on Thursday. Unless maybe someone wants to buy me beer. Though there's not much to choose from nearby - you'd think being across from Osgoode Hall there'd be a load of nice posh pissers, but really it looks like there's sweet f.a. down there.

Anyone know somewhere good to go for lunch around the Sheraton?
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10 comments:

  1. From that lot the Eric Coffin session is the one that most attracts, then Fulp's slot because when (if) you get him off his script you start to notice that he really, really knows his shit. Then John Kaiser.

    As for Fulp vs Fist, check to see whether Redhill Resources has a booth. That's Graham Harris's BS vehicle. Oh, there's Capex Ventures (CEV.v) too, he's in that iron ore thing that saw the pump'n'dump already this year.

    There's alway the potential to go dressed as a Taliban or a devil worshipper to the Grandich slots. Guaranteed to break the ice.

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  2. No to Redhill and CapEx in the booth listings. Might be there's a restraining order, so Cambridge House was faced with a hard choice as to who to invite. The lesson in this is, only punch a guy who's a worse draw than you.

    I *am* a devil worshipper. Even have a t-shirt with a Goat of Mendes pentagram on it. I prefer the Valknut t-shirt though as it's Nordic Aryan which is even more scary, plus I get to make friends with skinheads.

    You go to that Starbuck's every single Friday for lunch?

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    1. Nae laddie, that wasnae Starbucks, that was me on my 3G USB stick (that i pay for) thingy at the kids' school for a show'n'tell, thus being a devoted father and checking the market at the same time. The SBUX wifi signal is pretty good though. That's my double espresso stop next to the bank.

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    2. You're totally dropping your docs everywhere. You do realize that some people actually READ this blog looking for clues about your identity, no?

      Delete

  3. Go to Argonaut - ask them if they really think San Antonio will get permitted - watch them squirm - ask them about the tourist industry backed opposition in Baja California Sur - watch them squirm more.

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    1. You don't get to be Argonaut without having a good answer to every question.

      Seriously. Watch the CEO's presentation at Denver Gold. He's absolutely certain of his own awesomeness.

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    2. The more i've looked into this, the more i'm with bakeapples on this one (who flagged this problem weeks ago, i might add) Yup yup, AR.to has a permitting problem in BCS as witnessed by the governor's latest remarks this week (that will make it into English in the weekend edition).

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  4. Soltoro ... no more awesome high grade holes after initial discovery in spring 2011 which was huge and somewhat unexpected disappointment. Their bulk tonnage low grade silver deposit requires maybe $50+ Ag to generate any interest? Maybe 80-$100 Ag ... who knows ... no PEA despite all of the work and resources they built up. Insiders probably know the truth anyways which is why no hurry to come up with a PEA.

    Maybe worthwhile to revisit the Brigus Gold booth. Situation there is trending upwards and they appear to have turned a corner in mine operations and resource development, yet the market still has either not caught on yet or is in waiting for "show me actual results" mode. Results should show in Q4-2012 going forward, especially if they buy back 50% of their 12% Sandstorm gold stream.

    BTW you nailed the gold/silver price action pre 12:30PM FOMC. Puke down (for no good reason)and just go opposite (long). I realize you were being sarcastic with the algo code but it was prophetic.

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    1. I actually pretty much failed. I thought there would be no QE3, and silver would puke 10% in an instant. Thankfully I didn't bet a cent that day - except what I already had in the junior miners, which did admittedly work out well.

      But god, I'm just a noob, and ALREADY I've seen that the market hammerblow-torques the moment Bernanke approaches a microphone.

      It must be either an algo, or someone who's truly borderline-mentally-retarded with billions of dollars in AUM. Because those instant drops are quite obviously the result of infantile order execution by someone who truly doesn't care.

      I mean, I've in the past had enough shares of some explorecos that I could have driven their share price down to 0.5 cents, just by dumping into the bids. I don't do that because I have L2 and am not an idiot. What is the excuse for the guy who dumps a ton of silver contracts exactly when the mic turns on? Are they intentionally running stops? They're not hitting valid stop points, and they're causing selling cascades, so I doubt that.

      It's like when gold got puked this year during PDAC - the market watchers all insisted that it was intentional sabotage, since the order execution was too stupid to have been someone selling in good faith.

      I'm not a conspiracy theorist, but sometimes dumb shit really does happen.

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