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The reports and comments on this site are currently written by Keith Goode.

ERA’s reports mainly cover precious and base metals companies where anyone can see what the price of the product is, with the majority being gold companies, followed by nickel companies.

The reports are paid for by the company concerned and email distributed free. However, we only do them if we like the management (70%), project (20%) and country (10%) for which you need about 90% in each category.

Sites are visited in order to write a report, and typically a week is spent with a company and then it is written up in the following 2 to 3 weeks, with excel modeling where required slowing the report's timing. Report sizes are typically 6 to 12 pages.

Aug 2012 - Transform Focus P1

The Transformation of Focus - part 1

After Diggers 2012, we visited Focus Minerals' (FML's) operations spending 3 days at each of its Coolgardie and Laverton operations. Over the past year, Focus has integrated the Crescent Gold (CRE) operations into Focus Laverton gradually replacing the board and management - why,  because Crescent resembles something reminiscent of a column by Trevor Sykes' Pierpont.

Jun 2012 - Broken Hill

From Broken Hill's Wild West

More than 550 delegates attended this year's Symposium's Annual Resource and Energy Symposium (t : #RES2012) held in Broken Hill, NSW from 21 to 23 May 2012. Aside from their own transport, delegates arrived by regular Rex regional flights from Sydney, charter flight from Adelaide, flights from Melbourne to Mildura and then a 3 hour drive to Broken Hill (a direct flight is expected to be scheduled for next year, and possibly even one from Perth), the Connie Super Constellation, train, or a 2-day coach ride from Sydney.

Apr 2012 - TSX ??

Are you sure you want to join the TSX

This report is based on observations that we have made, in that many non-Canadian companies have joined the TSX (Toronto Stock Exchange) for access to funding and potential rerating of their stocks. However, for many it has been a share price blip, while acquiring the NI (National Instrument) 43-101's "ball and chain", and additional or replaced reporting.

Mar 2012 - BITE!!!

So you realise that you have been bitten...

...now what do you do ? That was the dilemma I faced in early November 2011 in China. It is so easy in hindsight as to what I should have done, but at the time there was little available guidance.

The following is based on personal experience and there may be other solutions.

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