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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.

Jul 2011 - Carbon Tax

Gold Sector expected to pay $3bn by 2020 or ~A$40/oz from July 2012

Or at least that was the expectation in a MCA presentation at the Annual Stockbrokers' Conference in Sydney in late May 2011. At that conference, 3 papers were presented on the planned Carbon Tax (one by the MCA and two by Deutsche Bank) that appeared to cover most of the issues associated with it.

Jun 2011 - Broken Hill Conf

Broken Hill's New May Addition to the Mining Conference Calendar

We attended the inaugural Resources and Energy Symposium (RES) 2011 Conference held one week after the May RIU conference in Sydney and run by Kerry Stevenson's Symposium Company. Innovatively, the profits from the RES conference go into a scholarship program that provides funds to educate students wanting to undertake tertiary education within the resources field.

Apr 2011 - The Key to Edna May

“New” Techniques Unravel the Key to Edna May

Catalpa’s initial asset was the old Edna May mine and surrounding tenements along the Westonia Greenstone Belt, on the northern outskirts of the town of Westonia, about halfway between Perth and Kalgoorlie (or ~310km east of Perth).

Feb 2011 - The Fuzzy Clock

The Clock's Fuzzy!

The latest update on the lion “clock” by the Lion Selection group release on the 28 February 2011, has it about half-way through a possibly shorter cycle this time. The clock used to work quite well – at least for two 10-year cycles to 1997 and 2008, but appears to have become ”Fuzzy” as illustrated by the numerous IPOs and exploration occurring before, during and after the mergers, not after as shown in Figure 1.

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