Sufiy.

I love the whole idea for this blog and look forwa...

2012-05-08T22:58:30.780-07:00

I love the whole idea for this blog and look forward to for more information and nice video .

It’s actually a nice and useful piece of post. I a...

2012-04-22T09:25:13.315-07:00

It’s actually a nice and useful piece of post. I am glad that you simply shared with us. Thanks!

Been speaking of this peak oil since 1920's an...

2012-04-19T16:09:43.000-07:00

Been speaking of this peak oil since 1920's and it just can't stop not coming... check it out, US administration archive.

These Lithium batteries are already here and they ...

2012-04-15T01:21:59.106-07:00

These Lithium batteries are already here and they are getting better by the day, the article which you have mentioned is written by the person who is involved in old technology based on Lead batteries.

One of his arguments is that there is not enough materials to start the transitioin to Electric Cars, which can not be further from the truth.

If you are interested, study the issue starting with Tesla, Nissan Leaf and GM Volt.

Lithium batteries from Envia Systems, IBM project 500 and Toyota.

Regards,

I wish it were so that "in 20 years, all cars...

2012-04-14T23:00:57.554-07:00

I wish it were so that "in 20 years, all cars on the road will be electric". However, this requires batteries that have not been invented yet. Try reading
http://seekingalpha.com/article/289828-it-s-time-to-kill-the-electric-car-drive-a-stake-through-its-heart-and-burn-the-corpse

Thank you for stopping by, Paul. We are covering ...

2012-03-16T08:53:57.500-07:00

Thank you for stopping by, Paul.

We are covering better place on this blog - you can search the previous articles.

Regards,

Always great articles Sufiy!! The only problem wi...

2012-03-16T08:37:45.072-07:00

Always great articles Sufiy!!

The only problem with Electric cars is resale value and battery charging times.

Check out this company web site which is contributing to the electric car market by making the batteries in electric cars inter changable.(like your electric drill or weed wacker!)

Hopefully the industry can work out a standard for this battery configuration so that the battery becomes a commodity and not part of the car itself.

http://www.betterplace.com/

http://www.betterplace.com/the-solution-switch-stations

Would you be interested in doing a write up on this??
Thanks again
Paul

It's good news that the president is doubling ...

2012-03-16T00:51:13.090-07:00

It's good news that the president is doubling down on the electric vehicle adoption plan.

I know it's no small feat, but I'd like to see significant progress within five years.

Two things that I think we should focus on, are the adoption of standards for EV batteries and their interfaces.

This would allow for quick change of the batteries in 2 min. or less. It also allows for the batteries to be recharged overnight when the grid has more capacity.

This single factor will put electric vehicles exactly on par with any gasoline vehicle. Drive up to a swap Bay, drive out 2 min. later with a fresh battery.

This could end up being faster than filling your gas tank.

What range anxiety?

China is already doing this.
The government has partnered with KANDI, and mandated that they produce an EV that has no plug. It is designed for quick change in less than 2 min.

Yes the vehicle is heavily subsidized by the government,but they have set a goal of 25,000 units in a target city for 2012.

You have to hand it to the Chinese, once they set their mind to something, they get it done.

The other option I would like to see come to fruition is fuel cells.

I understand there work being done in this area, though it is not highly publicized.

Let's hope we hear something on that front soon.

Could this be the breakthrough that electric trave...

2012-02-28T00:35:23.898-08:00

Could this be the breakthrough that electric travel has been waiting for?

This is wonderful news and I hope it comes true. ...

2012-02-20T03:25:51.079-08:00

This is wonderful news and I hope it comes true.

MuMu Moorthi
Http://www.battery-consulting.com

iDrive... Would be a really great move by Apple. S...

2012-02-16T04:35:08.733-08:00

iDrive... Would be a really great move by Apple. So...

CNN Money $1.7M of MUX sold by Allen Ambrose TOR...

2012-02-13T08:14:34.864-08:00

CNN Money

$1.7M of MUX sold by Allen Ambrose

TORONTO, ONTARIO, CANADA — Allen Ambrose sold 300,000 shares of Mcewen Mining Inc stock, or $1,697,271 worth, as noted in an SEC Filing today. As reported in the filing, the transactions occurred between February 6, 2012 - February 7, 2012.
After the transaction, Allen Ambrose's stake was reported as 334,500 shares of Mcewen Mining Inc stock (a 47% decrease from before the transaction took place). Allen Ambrose's title was listed as "Director" at Mcewen Mining Inc within the filing.
As noted on February 8, 2012, Allen Ambrose's sale was done directly over 8 transactions from February 6, 2012 to February 7, 2012. The share price ranged from $5.65 to $5.69 according to the regulatory filing detailing the transactions.
If we look over the past 12 months, Allen Ambrose has sold a total of 300,000 shares of Mcewen Mining Inc, proceeds from the sale totaled $1,697,271. Over the same time period, Allen Ambrose has purchased no shares of Mcewen Mining Inc stock. Allen Ambrose has also performed other transactions including exercise of options .
Let's take a quick, high-level look at insider trading at Mcewen Mining Inc over the past 12 months. A total of 374,000 shares of Mcewen Mining Inc stock was sold by insiders, totaling $2,189,051. Over the same time 12 month time period, 9,201,000 shares of Mcewen Mining Inc, for a total value of $59,806,500 were purchased by company insiders.
To view the complete SEC Filing: Mcewen Mining Inc 4 (Insider Trading) SEC Filing

http://money.cnn.com/news/newsfeeds/articles/marketbrief/mux_4_insider_trading_2012_2_8_9225363_s_cnn.htm#

We use to own it and had a very good run, sold las...

2012-02-11T08:07:26.987-08:00

We use to own it and had a very good run, sold last year at the top in April - as it happen to be.

Do not follow it now, there was some additional dilution .

Regards,

Hello Sufiy; I would be interested in your take o...

2012-02-11T04:24:18.806-08:00

Hello Sufiy;

I would be interested in your take on valuing Copper Fox Metals. As you know, Teck has a back in agreement for this potentially massive deposit (with CF about to drop a BFS on TCK and start a 120 day clocke) and i am actually expecting Teck to simply buy out Copper Fox. However, I am not very good at valuation. Any thoughts?

Found more on Los Azules litigation and Allen Ambr...

2012-02-10T16:46:44.740-08:00

Found more on Los Azules litigation and Allen Ambrose CEO of Minera Andes at that time, it is quite a read, like a movie script:

Allen Ambrose emails:

24. "Next we should look at our alternatives to take out the Solitario (TNR Gold - S) agreement..."

TNR Gold vs Minera Andes (McEwen Mining now) and MIM (Xstrata now).
From Page 11

Part 3: Legal Basis

http://bit.ly/xhdqag

Very interesting:

Oral Reasons for Judgment - just check out the estimation of claim value by Judge:

http://bit.ly/szDi35

Regards,

James Goodwin has wrote an article McEwen Mining S...

2012-02-10T05:52:34.843-08:00

James Goodwin has wrote an article McEwen Mining Silver Mining, he has background in law and is considering to write about the Los Azules litigation.

We would like to share this new information.

James,

It will be great!

We have covered this story for years, but nobody in our team is with the law background.

You can find deposit maps, Los Azules presentations from Minera Andes and links to TNR Gold website where they have provided all latest BC court documents here:

http://bit.ly/yusMeu

McEwen mining is very modest with any information on litigation, but you can try your luck there!

Another interesting information has transpired lately.

Alan Ambrose former CEO of Minera Andes has sold recently 300,000 shares of McEwen Mining. Before he was selling almost all his stake in Minera Andes.

He was the key person in all period covering litigation of relationship with TNR Gold and some of his emails with Xstrata are exposed by TNR Gold in latest Claim filing, when Judge has allowed the new claim for Northern Half of the Los Azules deposit to be returned back to TNR.

It could be nothing it could be everything.

In any case he is taking his chips off the table, when TNR Gold insiders are buying millions of shares from last fall.

Rob's problem, as we see it is that it was Alan who was running Minera Andes and get into all that mess with Los Azules and TNR Gold, Rob came only in 2007 into the picture.

IR at TNR Gold told us that the company is now in discovery stage in preparation to the trial, when more documents and witnesses will be presented.

We guess Alan Ambrose will be one of them.

Question is quite simple now: whether Rob can afford to ride blindfolded into the risk of losing up to 2/3 of Los Azules, when his key man in charge at that time sold off his stake and he is supposed to be the line in litigation defense as we imagine?

Your take on all this will be appreciated.

Regards,

Nissan Leafs are doing their thing in Europe alrea...

2012-01-28T03:07:19.424-08:00

Nissan Leafs are doing their thing in Europe already for some time. Not many of them yet, but their owners take care they do not go unnoticed. See this one http://www.leafhebbers.nl/newsevents/bright-de-nissan-leaf-als-mobiele-geluidsstudio

It would be of special interest if the lithium ele...

2012-01-13T12:52:40.299-08:00

It would be of special interest if the lithium electrode be recycled?
It would make it possible to recharge batteries mechanically, i.e fast.
Is recycling possible in theory, at least?

Pick up a Pump Rebels 2012 sexy green car calendar...

2012-01-03T12:05:23.668-08:00

Pick up a Pump Rebels 2012 sexy green car calendar at PumpRebels.com

In any case, TNR Gold was able to communicate its ...

2012-01-01T13:16:47.856-08:00

In any case, TNR Gold was able to communicate its litigation position now - just read the boards on US Gold side justifying Minera Andes low ball valuation by the litigation discount on Los Azules.

http://bit.ly/t9LLcT#

TNR Gold and Los Azules litigation profile will grow with US Gold and Minera Andes merger and McEwen Mining coming out of the gate with TNR Gold reminding every litigation step about its claims. Drilling on Los Azules will increase resources and size of the deposit, refusal to drill this season will finally confirm seriousness of TNR Gold claims. We think that quite a few investors in Minera Andes and US Gold will start to buy TNR Gold this year as a hedge for litigation risk.

Any scenario out of the discussed above will change the situation overnight. This year will be very exciting for all parties involved.

This is what we are thinking here as well. TNR Gol...

2012-01-01T13:16:38.261-08:00

This is what we are thinking here as well. TNR Gold is primed for M&A activity in the new year.

Rob McEwen with his dream for McEwen Mining to become the part of S&P 500 after the merger of US Gold and Minera Andes is cutting quite a few corners now. Retail Minera Andes shareholders are not happy at all with suggested valuations and counting NO votes now on the message boards.

http://bit.ly/sbh0bq

Minera Andes shareholders have never enjoyed the proper valuation of Los Azules. Now Rob McEwen's refusal to accept TNR Gold back in right attempt in 2010 for 25% of the Northern Half of the deposit (max 15% of the total deposit at that time) has grown out of his control in litigation with the advance by TNR Gold of the new claims, when TNR Gold is claiming for return the ALL Northern Half of the deposit. In situ metal valuation terms it could be up to 2/3 of the deposit - according to the maps of Minera Andes presenting Los Azules deposit - the high grade core is on former TNR Gold properties, which the company is now claiming back.

McEwen Mining can try to buy out TNR Gold or make a settlement before November 2012. Straight forward buyout will be very difficult - TNR Gold is very tightly held now - but depends on the price he is willing to pay. If you have noticed, with all games around TNR Gold's share price, insiders were only buying and increasing their position.

http://bit.ly/tIUcBP#

Settlement right after the merger will be another slap in the face of Minera Andes shareholders - they will be diluted already, but maybe it is the plan - McEwen Mining will be able to settle for a smaller part of its valuation compare to Minera Andes total market cap now.

Timing is not on Minera Andes side now - with further drilling Los Azules size will grow - if Rob McEwen will decide not to drill this season he confirms seriousness of TNR Gold claims to the market - which were totally dismissed before.

We think that there could be another couple of very interesting scenarios:

1. Counter bid for Minera Andes, when Hochschild or Gold Corp - two widely discussed among Minera Andes shareholders as the natural buyers - will go and strike a deal with TNR Gold and after that will bid for Minera Andes, knowing that they have acceptable settlement with TNR Gold for Los Azules. Minera Andes is at the 52 weeks low and its market cap now is less than a half from last spring and then only San Jose mine was valued at least at this valuation. We will not be surprised that something is already happening: TNR Gold has received bridge loan and insiders were buying everything in the market last fall.

2. Rob McEwen was talking about Chinese and other potential interest in Los Azules before and he tried to spin this Copper project from Minera Andes before TNR gold changed his plan with new claims last May. Looking at TNR Gold and its surrounding group: Tonglin Nonferrous in Canada Zinc, which has a stake in TNR Gold; Ganfeng Lithium in International Lithium spun out of TNR Gold last spring and Nova Gold with Barrick Gold holding stakes in TNR Gold - we can imaging that these buyers are talking to TNR Gold as well. Potential buyer can strike a deal with TNR Gold and buy Los Azules from Minera Andes if the merger will fall apart or after it.

3. Wild card could be when TNR Gold just sells its Argentinean operations with all related litigation for Los Azules and new group will throw a wrench into Minera Andes and US Gold merger plans. Minera Andes shareholders just ripped for any kind of confirmation that all presented valuations are not holding water and litigation risk disclosure for US Gold side is very modest to put it mildly. Any kind of activists shareholders from US will make this merger an open checkbook for the hungry litigators.

We would like to share interesting discussion from...

2012-01-01T13:15:50.234-08:00

We would like to share interesting discussion from Seeking Alpha:

dmallik: TNR market cap is less than $9 million. If it's such an issue in the value of Minera Andes and the merger, why doesn't McEwen just buy them....or it that the plan after the merger?

the model x is coming soon: http://thespeculativet...

2011-12-01T13:17:36.277-08:00

the model x is coming soon: http://thespeculativetechinvestor.blogspot.com/2011/10/why-teslas-model-x-is-perfect-sequel-to.html

Electric cars such as the Nissan Leaf are great en...

2011-11-16T23:05:31.820-08:00

Electric cars such as the Nissan Leaf are great environmentally speaking. However,the infrastructure isn't in place yet in order to support a large number of electric cars. We need many more charging stations built first. Automotive companies like Ford will need to join forces with federal agencies in order to build a grid that can sustain a large number of users.

I believe that rare earth minerials should be rese...

2011-11-16T16:31:57.364-08:00

I believe that rare earth minerials should be researched thoughly