Andrey Dashkov


Gold Sector: A Small Fish in a Big Pond

Earlier in July, Jeff Clark showed in his article A Rare Anomaly in the Gold Market that the gold sector is dramatically undervalued based on its price-to-book ratio. In this article, I would like to expand on his analysis and provide some additional context. In that article, we found only 31 primary gold producers with […]

Nuclear Winter? Not Yet!

The late 1990s for the resource sector was so challenging that it is now often referred to as the...

The Hidden Costs of Precious-Metals Miners’ Optimism

The junior resource sector is struggling financially, something most investors seem to agree on – and rightly be wary...

Death by Optimism

The junior resource sector is struggling financially, something most investors seem to agree on – and rightly be wary...