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(5/5/08) - David Morgan's (Silver Investor) latest insights on the silver market


Premium Exploration Inc. (PEM:TSX-V) "One of the most diversified and hedged companies we have ever featured." (5/2/08)  
- Pinnacle Digest
Aquiline Resources Inc. (TSX: AQI) "Cash reserves replenished by $15M investment from undisclosed mining company for ongoing Navidad exploration." (5/8/08)  
-ANDREW KAIP, HAYWOOD SECURITIES
Banro Corporation (AMEX :BAA; TSX:BAA) "Haywood Securities sets price target of C$20 due to indicated and referred resources at Namoya." (5/5/08)  
- Mineweb.com
Exeter Resource Corp. (AMEX: XRA, TSX.V: XRC, Frkt: EXB) "Best intersection reported to date from Caspiche with a total intersection of 718.75 metres grading 1.0 g/t Au and 0.38% Cu." (5/6/08)   
-WENDELL ZERB, B.SC., P. GEOL., CANACCORD ADAMS
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May 11, 2008

In Defense of Gold

Silver Still Dependent on Gold for Upside, But Fundamentals Strong
For the market as a whole, investment thus remains the most interesting element, with investor activity the main driver of silver's high and volatile price in 2007, and expectations for gold prices were an important consideration for silver investors. This is expected to remain the case during the rest of 2008 and despite the fact that investment is a relatively small component of the supply-demand balance... - Mineweb.com 05/07/2008

Sascha Opel: “The Ultimate Currency That Will Survive All Times”
As the former chief editor of the first newsletter about the German “Neuer Markt” (New Market), Sascha Opel brings a distinctive outlook to the precious metals market. Today his company, Orsus Consult GmbH, publishes one of the most popular German newsletters on commodities and junior mining and exploration. In this Streetwise Exclusive, Sascha gives us his thoughts on the outlook for gold and some of his top picks. - The Gold Report 05/09/2008

Why the Bull Market Is Far from Over
Some talk of the end of the credit crunch. Some say that the gold bull market has suffered severe damage, which will affect its long-term prospects. If we were to accept these statements then it would appear that the gold ‘bull’ market is over. But are these statements acceptable and do they reflect the true picture underlying the gold [and silver] markets? - Julian D.W. Phillips, Gold Forecaster - Global Watch 05/09/2008

Those Stubborn Silver Investors
...Through April 30, silver's year-to-date gain was much more robust than gold's: 10.3% versus 0.7%. SLV's share base grew 23.4% as a result. And, from the top of silver's price trend at $20.92, from which a 16.3% decline ensued, the number of SLV shares actually grew 4.2%... - Brad Zigler, Seeking Alpha 05/07/2008


5-9-08 — Mike Berry, Ph.D. Morning Notes
Today: Inflation is defintiely here. It may be reined in if the recession is long and deep but there is no certainty about that right now.

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Freegold Ventures, Ltd. (TSX:ITF) "A strong management team, three very good gold projects and good investors like Sprott and Rob McEwen." (5/9/08)  
- The Gold Report Interview with Sascha Opel
Miranda Gold Corp. (MAD:TSX-V) "At the top of my list-one of the best exploration teams in Nevada." (5/9/08)  
- The Gold Report Interview with Sascha Opel
Aquiline Resources Inc. (TSX: AQI) "Drilling continues to intersect wide zone of high-grade silver mineralization and has doubled the surface foot print of the Valle Esperanza discovery." (5/9/08)  
- Morning Coffee
"The unspoken motto of the central banks system is "Inflate or Die." The central banks of the world decided long ago that the opposite of economic death is inflation. It's only a matter of time before gold rises to new highs against the world's fiat paper." (5/8/08)  
- Dow Theory Letters
"...If the current S&P rebound reverses into a brisk decline to a lower low, which I think likely, the gold shares are likely to be taken down hard with it. That is where a better bargain basement opportunity should develop in the days/weeks immediately ahead." (5/7/08)  
- Deliberations on World Markets
Goldcorp Inc. (GG-NYSE; G-TSX) "Increasing output to exploit record bullion prices." (5/6/08)  
- Morning Coffee