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In the most recent Calandra Report, Thom Calandra uses quotes from Oreninc MD & Aston Bay CEO Benjamin Cox, and features Oreninc data. The Calandra Report is a regularly-published article on topics relating to the mining and metals industry. You can subscribe here. The following article is reproduced here with permission.
October 29, 2013
TIBURON, California -- I met Benjamin Cox a few weeks ago. In Toronto. He has opinions, fortified by numbers.
I remember when we were MarketWatch and CBS MarketWatch, and I helped come up with the slogan, The Story Behind The Numbers.
In resources, that translates: The Numbers Having Buried The Story, This Company Is Shtupped.
Benjamin is from Oregon. His Oreninc is homegrown and operates from Vancouver, Washington, USA. He tells me it is difficult for most of us to track what can be 1,500 or more raises, or financings, for mining equities each year -- Canada we are talking.
http://oreninc.com/about-us is the home.
Benjamin and his team are English majors, French majors, psychology majors ... and your smattering of CFAs, law degrees and MBAs. Portland State, Lewis & Clark, Harvard, U. of Portland. Their data are quite easy to scan.
The Oreninc team also have hands in a metal company or two up Nunavut way. Aston Bay Holdings, copper and zinc up north, is one. (BAY in Canada -- tightly held, toit share structure, like Mick Jagger)
Oreninc has data flushes that tell investors who the good guys are in Canada mining financings ... and who the bad guys are.
The analytics firm also does video, some contextual analysis in short reports, for instance, Rio Tinto's bottom shelf sale of property to Shanxi Donghui in China recently.