Thursday, July 28, 2011

Frontier (TSX: IFR, OTC: IFRTF) More Acreage where Newfield and Rosetta Hitting!

Frontier Increases Its Fee Acreage Position in NW Montana to 22,680 Acres
Thursday July 28, 2011, 9:00 am
. . .

"To date there have been 34 wells licensed, or drilled, in townships where Frontier owns fee acreage, the wells are being drilled by Anschutz, Newfield and Rosetta.
The majority of the Company's acreage is currently under lease to operators drilling in the Blackfeet Reserve, the leases reserve in favor of Frontier gross overriding royalties ranging from 12.50% to 18%. The operator's leases expire at various times over the period 2012 to 2016, to continue a lease beyond the expiry period the operator is required to establish production from the lease. Frontier's fee lands do not expire."
Gotta luv this when, drillers hitting and you hold the land next to them!

Note:  IFR does not hold the direct lands where Rosetta and Newfield are drilling, but close by!
Looks like a keeper, more and more.
Good Luck all!

Wednesday, July 27, 2011

More Dope on International Frontier Resources IFR, IFRTF

PS:  more dope on this:
From: czechmate
7/27/2011 12:29:26 PM
Read Replies (1)  of 6058

Alright, I have posted on here previously on IFR, rumour has it that Rosetta well hit 2300 bbls, IFR has royalties on this and other drillers in area...... its all in this presentation..........
To: czechmate who wrote (6051)
7/27/2011 12:38:13 PM
From: diddlysquatz
Read Replies (1)  of 6059

I'm in IFR.V as well thanks to you Czechmate and I have heard the same type of rumour of Rosetta success. If it proves to be true IFR ground skyrockets in value. IFR land was purchased for about $180 an acre. MVW.V just purchased some land east of IFR for about $1600 per acre. 
If Rosetta has hit this kind of well then IFR land should be worth much more than $1600/acre. IFR has 17,000 acres in the area. Doing the math gives a much higher share price.

HOT TIP - International Frontier Resources - TSX: IFR, OTC: IFRTF

Goombarh Flash 27,  July 27, 2011
International Frontier Resources - TSX:  IFR, OTC:  IFRTF

Good Morning,

May have found a good tip:

According to the Rocky Mountain Oil Journal, a confidential source who had access to Rosetta's field report states Rosetta's first vertical well, Tribal Gunsight #31-16H in Glacier County, "well tested at 1200 barrels per day".

Now, I don't normally pay any attention to tips, but I hold Primary Petroleum (TSX:PIE, OTC:PETEF), which is halted, since it was moving up without news earlier this week.  Still halted with no news whatsoever.  Primary holds large acreage just below Rosetta in Montana.  Rosetta is a $50 stock.

Sniffing around, I found Mountainview was halted previously as well.  They are right next to Primary.  And Petrohawk was bought out few weeks ago.  So all this speaks of frenzy in oil patch, perhaps under valued, and I know drillers are under valued. 

Enough digression, I decided to venture a bit of spec funds into International Frontier and have bought.  IFR holds royalties in the area, particularly where Rosetta is, see this:

and this Frontier presentation:

I am not recommending you do the same, I am only passing information onwards.  It is up to you as what you do with your money.  Good Luck to you.

Until next time,
Marco G.

Wednesday, July 20, 2011

Goombarh Confirms that he is part Neanderthal

Goombarh Confirms that he is part Neanderthal

Public release date: 17-Jul-2011
[ Print | E-mail | Share Share ] [ Close Window ] 

Contact: William Raillant-Clark
University of Montreal 

Genetic research confirms that non-Africans are part Neanderthal

This release is available in French.
Some of the human X chromosome originates from Neanderthals and is found exclusively in people outside Africa, according to an international team of researchers led by Damian Labuda of the Department of Pediatrics at the University of Montreal and the CHU Sainte-Justine Research Center. The research was published in the July issue of Molecular Biology and Evolution.
"This confirms recent findings suggesting that the two populations interbred," says Dr. Labuda. His team places the timing of such intimate contacts and/or family ties early on, probably at the crossroads of the Middle East.
Neanderthals, whose ancestors left Africa about 400,000 to 800,000 years ago, evolved in what is now mainly France, Spain, Germany and Russia, and are thought to have lived until about 30,000 years ago. Meanwhile, early modern humans left Africa about 80,000 to 50,000 years ago. The question on everyone's mind has always been whether the physically stronger Neanderthals, who possessed the gene for language and may have played the flute, were a separate species or could have interbred with modern humans. The answer is yes, the two lived in close association.
"In addition, because our methods were totally independent of Neanderthal material, we can also conclude that previous results were not influenced by contaminating artifacts," adds Dr. Labuda.
Dr. Labuda and his team almost a decade ago had identified a piece of DNA (called a haplotype) in the human X chromosome that seemed different and whose origins they questioned. When the Neanderthal genome was sequenced in 2010, they quickly compared 6000 chromosomes from all parts of the world to the Neanderthal haplotype. The Neanderthal sequence was present in peoples across all continents, except for sub-Saharan Africa, and including Australia.
"There is little doubt that this haplotype is present because of mating with our ancestors and Neanderthals. This is a very nice result, and further analysis may help determine more details," says Dr. Nick Patterson, of the Broad Institute of MIT and Harvard University, a major researcher in human ancestry who was not involved in this study.
"Dr. Labuda and his colleagues were the first to identify a genetic variation in non-Africans that was likely to have come from an archaic population. This was done entirely without the Neanderthal genome sequence, but in light of the Neanderthal sequence, it is now clear that they were absolutely right!" adds Dr. David Reich, a Harvard Medical School geneticist, one of the principal researchers in the Neanderthal genome project.
So, speculates Dr. Labuda, did these exchanges contribute to our success across the world? "Variability is very important for long-term survival of a species," says Dr. Labuda. "Every addition to the genome can be enriching." An interesting match, indeed.
About the study:
"An X-linked haplotype of the Neandertal origin is present among all non-African populations" was published in the July 2011 issue of Molecular Biology and Evolution. The authors are Vania Yotova, Jean-Francois Lefebvre, Claudia Moreau, Elias Gbeha, Kristine Hovhannesyan, Stephane Bourgeois, Sandra Be´darida, Luisa Azevedo, Antonio Amorim, Tamara Sarkisian, Patrice Hodonou Avogbe, Nicodeme Chabi, Mamoudou Hama Dicko, Emile Sabiba Kou' Santa Amouzou, Ambaliou Sanni, June Roberts-Thomson, Barry Boettcher, Rodney J. Scott, and Damian Labuda.

The study was supported by grants from the Canadian Institutes of Health Research.

Wednesday, July 13, 2011

Small Cap Explorers for Fall Bull Run

For the smaller mining and resources equities, that are riskier, but that have had recent news, I presently hold positions in the following, in alphabetical order:

Avnel Gold Mining (AVNZF, TSX:AVK) is partnered with IAMGOLD (IAG) in their Kalana Gold mine in Mali, Africa.  IAMGOLD is the project operator.   Recent news.

Compliance Energy (CPYCF, TSX:CEC) is partnered with Itochu Corp. and LG International for 60% of the Raven coal deposit on Vancouver Island, Canada. Compliance also holds 17% of Copper Mountain, which just has started producing copper concentrate.  Recent news.

CuOro Resources (CRUOF, TSX:CUA) is drilling a high grade copper/gold sulphide prospect in Columbia.  Recent news. The Goombarh believes the history of this property bodes well for the company future.

Ethiopian Potash (ETPHF, TSX:FED) is a potash explorer in the Danakil Basin of Ethiopia.  They are adjacent to Allana Potash Corp (ALLRF) and South Boulder Mines (SBMSF) of Australia.  The deposit that they are looking to confirm is shallow, suitable for open pit extraction.  Recent news.

Primary Petroleum (PETEF, TSX:PIE) is a oil/gas explorer active in the Bakken formation in Alberta and Montana.  They hold large sections of prospective properties.  Recent news.

Tarsis Resources (TARSF, TSX:TCC) is a gold/metals project generator and explorer active in Mexico and the Yukon.  Kinross Gold has taken a 10% share of this company.  Recent news.

Tuscany International Drilling(TIDZF, TSX:TID) is a growing drilling services provider focused on South America and Africa.  They have just initiated a second acquisition to increase their service potential.  The Goombarh believes drilling services equities are much undervalued.

Vast Exploration (VSTFF, TSX:VST) is partnered with NIKO Resources (NKRSF) who is testing their oil/gas prospect in Kurdistan, Iraq.  This stock has dropped over 60% on this news release July 11, 2011.  The Goombarh has just tripled his holdings, due to the intermittent oil found and possible deepening of hole to test the Kometan formation..

Westernzagros Resources (WZGRF, TSX:WZR) is partnered with Talisman Energy (TLM) and has hit oil in Kurdistan, Iraq.  Westernzagros will drilling a their Mil Qasim - 1 prospect in the 3rd quarter and Talisman will be redrilling their Kurdamir 2 prospect by 4th quarter.

The investor is advised to perform their own due diligence as these small cap investments are risky.  For investing in these smaller mining and resources equities, I am expecting that most will turn out to dwindle to nothing but if only one exhibits good price appreciation, that will do just fine. 

Important Disclaimer
The information and opinions contained within this document reflect the personal views of the author and should be viewed as food for thought and amusement only. The author may from time to time have a position in any of the securities mentioned. There are no guarantees of the accuracy, reliability or completeness of the information contained herein. Independent due diligence and discussions with one’s own investment and business advisor is strongly recommended. These writings are not to be construed as an offer or solicitation with respect to the purchase or sale of any security or as an endorsement of any product or service. We do not request or receive compensation in any form in order to feature companies in this publication. It is prohibited to copy or redistribute this document to any type of third party without the express permission of the author. This document may be quoted, in context, provided proper credit is given.

Tuesday, July 12, 2011

Stock Suggestions - Mining, Commodities - Tiny Caps

To get access to stuff like the following first, just get on my email list, just remember, this is information only you need to be careful with your own money!

The Goombarh
Precious Metals, Miners And Commodities Are The Sectors To Be In

Once in a while, one comes across a good post that just seems to hit the nail on the head.  This posting by Dr. Duru on Seeking Alpha is one of them:
Now, one has to be careful about listening to only information that re-affirms one's own thoughts,
I presently hold positions in the following
Vast Exploration (VSTFF, TSX:VST) is partnered with NIKO Resources (NKRSF) who is testing their oil/gas prospect in Kurdistan, Iraq.  This stock has dropped over 60% on this news release July 11, 2011.  The Goombarh has just tripled his holdings, due to the intermittent oil found and possible deepening of hole to test the Kometan formation.

Thursday, July 7, 2011

2011 Summer Bottom for Mining and Minerals is In!

Goombarh 64 - July 7, 2011
Good day,

I hope this note finds you well and enjoying your Summer.  A couple of good articles and the possible market bottom leads me to come out with this note.

Firstly, the Shanghai Composite appears to be leading the SP 500 to new highs:
The SSEC has bottomed on strong resistance level, and the Chinese tightening to reduce growth to 7~8% has now all been priced in.  The latest bank rate increase is also behind us, so the demand for commodities should continue.  As to precious metals, I hold the view, that we are continuing higher into the fall.  There is a strong analysis, that I am in agreement with, of the Chinese impact on the world economy going forward by Julian Philips:  The link is here:

The SP 500 is moving to new highs?
With the regular markets in a strong positive mood, this makes the riskier small miners, that I am interested in, all the more stronger.  There is a Ken Fisher, outlook, that makes a good general primer on what to expect for the second half of this year.  It is attached as a PDF document.

The TSX Venture ETF as a proxy for the Venture exchange has turned around:
The rebound in the Venture exchange has brought my portfolio back a bit from the declines, and now is possibly the beginning of a fall rush.  It does seem a bit early, compared to previous years, but Gold is strong, the SP 500 is strong and the Venture is rebounding.  Anyways, how can anyone predict the future?  The main point is that this is the time to be adding some speculative investments with the idea of good PR's coming and the Fall run for metals and commodities; it is just time to prepare for that.

The Agricultural ETFs, DAG, that I was monitoring have taken a fall, and now may be a good time to nibble.
I am playing around with the idea of using DAG as a cash holder.  The possible gains from DAG are good, but are not high enough for me compared to speculative miners.

So, good fishing to you as you pick your speculative investments for this Fall's run!

Until next time,
Marco G.