Two big long-term investment themes right now are:
1. Stabilizing energy prices (albeit at lower levels than their extremes of $100+ per barrel for oil and double-digits for natural gas) while global demand stays strong and
2. More aggressive infrastructure spending the world over, as governments seek to make up for weak economic growth otherwise and as the necessity of decaying old infrastructure and burgeoning new populations demand it.
Enterprise Group is a company with a presence in both sectors and –as of this posting and Special Report — has clearly turned a corner following the energy slump of the last few years. But even after some recent strength in its share price it still sells for scarcely more than a third of its book value!
Following up after the HUGE gains int he former Claude Resources (since taken over by Silver Standard) our most spectacular “win” over the last year or so among my Featured Opportunities has been shares of Cornerstone Capital Resources (TSXV-CGP; OTC-CTNXF). Linked just above is an update on the company I sent out on March 15; I’ll shortly be publishing here my overall company-specific and UPDATED report on Cornerstone.
NOTE: If on the above link from my e-mail update the one to Cornerstone’s own recent update does NOT work, click the following: http://www.cornerstoneresources.com/s/CorporateUpdate.asp?ReportID=782855&_Type=Corporate-Update&_Title=Shareholder-Update
In this summation of my recent two-week trip to Ecuador, I discuss the resurgence of that country’s mining industry and opportunities; a story that most investors and even analysts are as yet unaware of. Among other things, this means that those who learn what I have uncovered and written and act to take advantage of many a ground-floor opportunity (among others, I discuss one of my recommendations, Cornerstone Capital Resources, and it having a piece of what is widely believed to be the next world-class copper/gold porphyry in NW Ecuador) could be happy they did!
While the Toronto Venture Exchange — home to the great majority of junior natural resource exploration companies — has shed the majority of its value since the secular peak for commodities back in 2011, the price performance of Frontier Lithium (the former Houston Lake Mining) has been a different matter. FL shares have about TRIPLED over the last couple years; and for good reason. The company continues to enlarge the high-grade Lithium resource at its PAK Lithium Project in NW Ontario. More impressive, it has continued to move this high-grade resource toward production by spending relatively little money! Slowly — and as the FL rally bucking the trend in the dour resource markets only begins to reveal — the news of this especially-favored, technical/ceramic grade lithium deposit is beginning to get out. And the company may soon REALLY make a splash when the results of a pending bulk sample are released in the coming months.