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The Canadian insider blog discusses news and insight found among insider and significant shareholder filings in Canada.
 
Ted Dixon is co-founder and CEO of INK Research. He is the creator of the INK Canadian Insider Index, and is the editor of the daily Morning INK and weekly Market INK reports. He is a regular contributor to the Globe and Mail's Globe Investor pages and has also worked as a part-time lecturer in corporate finance at the British Columbia Institute of Technology. Before starting INK, he worked at the Connor, Clark & Lunn Financial Group where his responsibilities included portfolio strategy and product development. He has also been an analyst at the Fraser Institute and a treasury specialist at the TD Bank. He is a Chartered Financial Analyst and member of CFA Vancouver. He holds an MBA in Financial Management from the University of Chicago, and a Bachelor of Commerce from UBC. Listen to his weekly economic commentary on Vancouver's Roundhouse Radio FM 98.3.
 
Victor Wong is a business and client development associate at Canadian Insider and an avid market watcher.
 
Nicholas Winton contributes technical commentaries on the INK Canadian Insider Index. Nicholas also writes the High on the Hog blog.

 

 

This stock could soar if James Bay has its day

In our morning report on April 16th for club members, we highlighted insider activity in a prospective emerging Canadian mining play. While the name is only for those who have high risk tolerance, it is already up more than 20% since our report. If things go right in its play area, I believe the stock has the potential to go a lot higher. It is a stock I personally hold via a modest position.

*Plus taxes

While this play remains off the radar screens of most investors, last week a big mining player made a nearly C$6 million investment in another junior in the area. Of course, there are no guarantees as drill results will ultimately determine the stock's fate. But if you are interested in junior mining or speculative situations, this is a report you will want to read.

Three reasons why BHP invested in Midland Exploration

In his April 16th Discovery Watch broadcast, John Kaiser provides an overview of recent news flow out of the James Bay area of Northern Quebec. He kicks things off with the Monday news of BHP Billiton Canada's $5.8 million investment into Midland Exploration (MD). Why would BHP, the largest copper producer in the world, be interested in this tiny Canadian junior?

James Bay, Quebec mining area (source Azimut Exploration)

Mr. Kaiser believes there are three reasons.

Insights: Widespread sentiment slump suggests stock rally may stumble

In the latest edition of Canadian Insider Insights, we assess what slumping insider sentiment means for the broad market as well as pot stocks. Importantly, as we head into summer, we expect stock selection will play an outsized role in delivering performance for investors. Meanwhile, our insider of the week comes from the junior mining group where many eyes are focused on the James Bay area in Quebec.

Our April 15th Insider of the Week

Will this insider and his team deliver the next big mining play? Click here to read more in our latest free-to-air newsletter.

Start every week off with INK Edge stock research

We just did another first on CanadianInsider.com. We now provide free quantitative INK Edge stock rankings updated monthly for thousands of North American companies. While other sites charge for these types of rankings, we are posting them monthly for free. We are also the only site that incorporates insider commitment along with fundamentals to determine a stock’s ranking. You can watch our short video below that explains the INK Edge process which we run daily for INKResearch.com subscribers and company PDF reports on this site.

Are we near a peak clean energy moment?

On Friday, the Globe and Mail ran a story highlighting a move to renewable-energy sources, saying that renewable-power prices "are now competitive with traditional sources of power in many jurisdictions". Bob Hoye from ChartsandMarkets.com in his April 12th Friday night broadcast takes aim at the article by questioning the practicality of relying solar and wind power.

Hoye suggests we might be near peak clean energy

First Nation showdown in Northern Ontario

In his April 9th Discovery Watch broadcast, John Kaiser from Kaiser Research Online returns to James Bay, but this time on the Ontario side (he covered Midland Exploration's Mythril project in Quebec last week). On March 5th, Niobay Metals (NBY) reported that the Moose Cree First Nation and one of its members had brought an application for judicial review seeking to, among other things, set aside a recently issued exploration permit and requiring the government to consult further with the First Nation before issuing any other permit.

 
 
This development will also likely catch the attention of Detour Gold ( DGC) investors. Detour Gold is attempting to do its West Detour expansion in the area. According to Mr. Kaiser, the same Moose Cree First Nation filed a protest back in 2017 which has delayed Detour's plans.

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