Acquisitions signal a turning market for miners. Canadian Junior TNR Gold holds back-in right into one of the largest copper deposits in the world.

"VANCOUVER, British Columbia, Aug. 28, 2014 (GLOBE NEWSWIRE) -- A wave of optimism is sweeping through the mining industry, as a series of high-profile acquisitions suggest a new trend of asset-purchases is emerging and an active hunt for copper and gold properties is underway.It has been a steep slide from the highs of 2010, which saw mining contribute $36 billion to Canada's GDP (Mining Association of Canada, 2011 Facts and Figures).However, recent deals have brought interest back to the market. These include the acquisition of Osisko Mining Corp. ($3.7 billion), Augusta Resource Corp. ($555 million), and Sulliden Gold Corp. ($300 million), all of which have helped push the 2014 total to more than 40 deals worth over $7 billion. Read more."

TNR Gold Shotgun Gold Presentation, Alaska - April 2014 from Kirill Klip

 

TNR Gold: Shotgun Gold Project - Why Do We Need New Gold Deposits?

  

  "This picture above is stronger than thousand words written by the FED's hired academics and even Austrian School of Economics - it cuts through the verbal mist to the bone of Inflation definition and what it really means. It means that your FIAT money are losing it purchasing power. It happens every day, day by the day. How much you can see from the McDonald's menu from 70s. 

  And below is the chart representing "Strong US Dollar Policy" in action implemented by FED from the day of its inception in 1913. Some people even think that Federal Reserve is as Federal as Federal Express, but we will not go that road today. Read more."

Financial Sense:

Ronald Stoeferle: Gold - The End of the Bottoming Process

In Gold We Trust – 2014 Report

"In a special reprise edition of FS Insider, Jim welcomes Ronald Stoeferle CMT, CFTe, Managing Director at Incrementum AG to discuss his eighth annual “In Gold We Trust” report. Ronald likes the fact that the consensus considers the gold bull market over. Gold is now a contrarian investment. He notes that the tug-of-war between a deflationary debt liquidation and politically-induced price inflation is well and alive. Recent developments may be the beginning of a reassessment by market participants regarding the risk of price inflation. Ronald and Jim discuss Federal Reserve policy, and how it may affect the trend ahead for gold. They also discuss potential catalysts that could move the gold market. This broadcast is free and gives listeners an example of the quality programming they will find as a subscriber to FS Insider."

Acquisitions signal a turning market for miners. Canadian Junior TNR Gold holds back-in right into one of the largest copper deposits in the world.

"VANCOUVER, British Columbia, Aug. 28, 2014 (GLOBE NEWSWIRE) -- A wave of optimism is sweeping through the mining industry, as a series of high-profile acquisitions suggest a new trend of asset-purchases is emerging and an active hunt for copper and gold properties is underway.It has been a steep slide from the highs of 2010, which saw mining contribute $36 billion to Canada's GDP (Mining Association of Canada, 2011 Facts and Figures).However, recent deals have brought interest back to the market. These include the acquisition of Osisko Mining Corp. ($3.7 billion), Augusta Resource Corp. ($555 million), and Sulliden Gold Corp. ($300 million), all of which have helped push the 2014 total to more than 40 deals worth over $7 billion. Read more."

TNR Gold Shotgun: NOVAGOLD Reports Major Progress in Advancing Donlin Gold up the Value Chain.

  We have the major news for Alaska Gold mining industry from our neighbours - Donlin Gold is moving forward! NOVAGOLD and TNR Gold were developing Shotgun Gold project together and in 2010 our company has consolidated the project and now owns 100% of it. NOVAGOLD has received TNR Gold's shares and warrants. Greg Johnson - one of the founders of NOVAGOLD has joined TNR Gold board after our very impressive results from the drilling program in the Fall 2012. Please watch the video to find out his personal statement:

"The mineralization style observed at Shotgun Ridge bears a strong resemblance to the 40 million ounce deposit at the Donlin Gold project operated by Barrick and NovaGold," stated recently appointed director Greg Johnson, "The similar age and host intrusive rocks suggest that, with continued exploration, there is significant potential to locate larger volumes of mineralization in and around Shotgun Ridge."

  This development by NOVAGOLD will put Alaska back on the radar screens of Gold investors as the safe mining jurisdiction and stronger Gold prices will drive the next stage of projects development. Please read my legal disclaimer. Read more."

Finacial Sense:

James Grant: Two Alternative Outcomes From Fed Policy – Much Higher Inflation or More Money Printing

Bullish on India and Gold

"In a special reprise edition of FS Insider, Jim is pleased to welcome James Grant, Founder and Editor of Grant's Interest Rate Observer. James and Jim cover an array of topics, including Grant’s outlook for Federal Reserve policy and how attempts to control or manipulate interest rates are ultimately futile. He sees the Fed either creating too much inflation, or forced to stimulate even more until inflation results. They also discuss the hundreds of billions of dollars that savers have not received in recent years as a result of zero interest rate policies. James also gives optimistic assessments on India, gold, and gold stocks. This broadcast is free and gives listeners an example of the quality programming they will find as a subscriber to FS Insider."

Copper M&A: Lumina Copper Hits Another 52 W High of CAD10.55 As Copper Companies Moving Higher.

  

  

  Copper companies are moving higher these days, more fund managers are buying in on the Inflation picking up and IMF report that China will survive "The Downturn to 7.5% Growth". I will have to adjust my numbers for Lumina Copper valuation now.

Copper M&A: Lumina Copper Hits CAD10.36 - Is Another Bid Coming For Taca Taca Now?

  Please do not get very excited and read my legal disclaimer carefully, but as we have seen before this kind of price action in Lumina Copper case can tell us that something is going on. It can be the simple arbitrage play by the big guns, but the market cap of Lumina copper is already higher than the calculated at the announced acquisition price by First Quantum Minerals. The announced price was CAD 470 million. Lumina Copper has 46,978,235 Fully Diluted shares, price at CAD10.55 gives us already CAD 496 million! I do not think that it is bet on rising Copper price or rising First Quantum share price - you can more safely buy the First Quantum shares in that case. Somebody thinks that Taca Taca can be worth more...

  Let's see what the next couple of weeks will bring us here. I will repost my yesterday's entry and you will appreciate later why it is important. Now Los Azules Copper will be making its rounds in the industry.

All slides in this part of the post are from McEwen Mining presentations.

Please Note that TNR Gold Qualified Person - as it is defined by NI 43-101, was NOT able to Verify and Confirm Any Provided Information by The Third Parties; you must NOT rely in any sense on any of this information in order to make any Resource or Value Calculation, or attribute any particular Value or Price Target to any Discussed Securities.

  Please find more information on TNR Gold website.

End of slides from McEwen Mining presentations.

Mining M&A: China's Top Gold Firm Talking To Barrick And Friedland As Copper Rallies.

    

  As we have discussed before, we have really Hot Winter In Argentina for mining M&A. Now Frik Els confirms "China's Top Gold Firm Talking to Barrick Gold, Has Friedland "hotline":

"China's largest gold mining company, China National Gold, is officially setting up shop in junior mining hub Vancouver this week as part of a push into new markets and its global acquisition strategy.

President Xin Song told the Wall Street Journal ahead of Wednesday's event, the Beijing-based firm is on the hunt for global acquisitions and partnerships in gold, silver and copper:

"The growing strategy is very clear, we are going out looking at things globally. On our hands we have a few opportunities, at different stages."

Song, who also chairs the China Gold Association, has not ruled out acquisitions in developed countries, such as Canada, Australia and the US, but the main focus of its expansion strategy is assets in the region including in Mongolia, Russia and countries in central Asia.

Investments in "politically stable" countries in Latin America and Africa are also being considered Song said. Mining.com"

TNR Gold Los Azules Copper: Chinese M&A - Watch Out For Las Bambas Effect.

  

  "Frik Els provides a very good insight into the Chinese deal culture and mining M&A particularly. Las Bambas deal is not only the very good indicator of the turning mining cycle, but also provides guidance for the smaller companies in China to go on The Hunt For Copper and other commodities. You can witness this approach in our particular case of Strategic Commodities with International Lithium and Ganfeng Lithium as well. Read more."

TNR Gold Investor Presentation March 2014 from Kirill Klip

TNR Gold: Los Azules Copper And M&A in Argentina - First Quantum Minerals to Acquire Lumina Copper For $470 Million.