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April 1 2014
Commentary - A mouth full of sand

February 10 2014
Commentary - Has the great experiment run its course?

January 17 2014
Commentary - Let's turn on the lights

December 30 2013
Commentary - A chance to play

December 20 2013
Commentary - Easy for her to say

December 13 2013
Commentary - Nests of nests

December 6 2013
Commentary - I belong to something…

November 29 2013
Commentary - Multiple personality order

November 22 2013
Commentary - A reasoned response?

November 15 2013
Commentary - Scarcely visible threads

November 8 2013
Commentary - Myths and mythtakes

October 18 2013
Commentary - Um… like… you know…

October 11 2013
Commentary - Something to say… more often

September 3 2013
Commentary - Note to a Grade 9 student on the first day

July 26 2013
Risk assessment/Risk reduction - West Lombok, Eagle Hill, and the Market
Southern Arc Minerals Inc. - Main page (updated)

June 29 2013
Eagle Hill - Singing (and dancing) in the rain
Southern Arc Minerals Inc. - Main page (updated)

June 20 2013
Risk assessment/Risk reduction - Southern Arc Minerals – the path forward
Southern Arc Minerals Inc. - Main page (updated)

June 18 2013
Company Files
New Zealand Energy Corp.
Amended deal for Waihapa

June 12 2013
Commentary - Who will govern?

June 11 2013
Commentary - Only a day away

June 4 2013
Company Files
New Zealand Energy Corp.
TAG Oil to take over NZEC!

May 7 2013
Key Personnel - If I have to explain...
Southern Arc Minerals Inc. - Main page (updated)

April 12 2013
Commentary - Déjà vu all over again

February 25 2013
Company Files
New Zealand Energy Corp.
Stockhouse forum fumbles – New Zealand Energy Corp

January 2 2013
Commentary - Numbers don't lie…

December 17 2012
Risk assessment/Risk reduction - State of the Nation
Southern Arc Minerals Inc. - Main page (updated)

December 7 2012
Commentary - The journey is the thing

November 16 2012
Commentary - J'accuse

November 12 2012
Commentary - Of goblins and short cuts

November 6 2012
Company Files
New Zealand Energy Corp.
Kapuni – huh? Tell me more…

October 29 2012
Commentary - Fallen leaves...

October 2 2012
Commentary - King of the Hill

August 31 2012
Commentary - Victim → Survivor → Thriver

August 2 2012
Risk assessment/Risk reduction - Rope-a-dope
Southern Arc Minerals Inc. - Main page (updated)

July 23 2012
Guest Article
Stan Zalewski
Craig Schwartz

July 4 2012
Commentary - Let the scum burn!

June 28 2012
Company Files
New Zealand Energy Corp.
Quarterly snorting – but we've always done it that way!

June 25 2012
Commentary - "Boy… have I got pictures!"

June 20 2012
Venture Exchange
Insider Trading Summary Reports

June 13 2012
Company Files
New Zealand Energy Corp.
House Rules

April 5 2012
Risk assessment/Risk reduction - Coulda, shoulda, woulda… the Southern Arc Opportunity Cost
Southern Arc Minerals Inc. - Main page (updated)

April 2 2012
Commentary - If we lose the Middle East…

March 29 2012
Commentary - Or maybe I'm suffering from second-hand toke…

March 27 2012
Risk assessment/Risk reduction - Peek-a-boo
Southern Arc Minerals Inc. - Main page (updated)

March 22 2012
Risk assessment/Risk reduction - Political risk in Indonesia – another perspective
Southern Arc Minerals Inc. - Main page (updated)

March 11 2012
Company Files
New Zealand Energy Corp.
Value in the Taranaki Basin (video)

March 10 2012
Toolbox - End of Period Valuation of a Collection of Wells

March 1 2012
Commentary - All women are beautiful…

February 28 2012
Commentary - The jury is… without me!

February 25 2012
Company Files
New Zealand Energy Corp.
A choke and a spitball (video)

February 22 2012
Company Files
New Zealand Energy Corp.
The art of the promise

February 19 2012
Venture Exchange - A better way to invest on the Venture Exchange

February 09 2012
Company Files
New Zealand Energy Corp.
NZEC – what's going on?

February 06 2012
Commentary - Of rights and responsibilities

February 02 2012
Risk assessment/Risk reduction - Have I got a stock tip for you!
Southern Arc Minerals Inc. - Main page (updated)

January 19 2012
Recommended Reading
I like a good mystery

January 13 2012
Commentary - Shawn Ryan says YES YOU CAN!

January 10 2012
Recommended Reading
A Tale of Two Employees

January 09 2012
Risk assessment/Risk reduction - The demons within… or choose your battles carefully
Southern Arc Minerals Inc. - Main page (updated)

January 03 2012
Guest Article
Money is time: Chris Bart responds
Chris Bart

December 22 2011
Commentary - Money is time

December 14 2011
Risk assessment/Risk reduction - Mud puddles at your feet
Southern Arc Minerals Inc. - Main page (updated)

December 13 2011
Company Files
New Zealand Energy Corp.
NZEC – what you know and who you know

November 17 2011
Recommended Reading
Steve Jobs: Obsessed… or possessed?

November 05 2011
Recommended Reading
The Rare Find – spotting exceptional talent before everyone else

November 02 2011
Links of Interest
Gold ready to attack prior highs in the 1900’s
David Banister

October 29 2011
Commentary - Desperadoes and thieves

October 27 2011
Links of Interest
A rally for gold
David Banister

October 17 2011
Commentary - Like silent raindrops fell…

October 12 2011
Commentary - Go to pancake mix

October 03 2011
Commentary - Idle hands are the devil’s tools

September 30 2011
Commentary - Choosing the best tool

September 25 2011
Risk assessment/Risk reduction - I have nothing more to say…
Southern Arc Minerals Inc. - Main page (updated)

September 14 2011
Links of Interest
Gold heading to $2,350 per ounce after 4th wave consolidation
David Banister

September 12 2011
Risk assessment/Risk reduction - The Rule of Law on West Lombok
Southern Arc Minerals Inc. - Main page (updated)

September 11 2011
Commentary - Bill and Bella

September 7 2011
Links of Interest
Bull Market In Gold Over With Double Top?
David Banister

September 5 2011
Risk assessment/Risk reduction - Perception versus reality
Southern Arc Minerals Inc. - Main page (updated)

September 3 2011
Commentary - Five Star Help!

August 27 2011
Risk assessment/Risk reduction - One leads to the other, of course!
Southern Arc Minerals Inc. - Main page (updated)

August 20 2011
Risk assessment/Risk reduction - Multiple tens of dollars
Southern Arc Minerals Inc. - Main page (updated)

July 27 2011
Commentary - Shoot the middleman!

July 20 2011
Commentary - Critical conversation

July 08 2011
Properties - West Lombok - Way Linggo and its relevance to Southern Arc (video)
Southern Arc Minerals Inc. - Main page (updated)

June 22 2011
Risk assessment/Risk reduction - Connecting the dots
Southern Arc Minerals Inc. - Main page (updated)

June 14 2011
Toolbox
Simplify Insider Trading Reports

June 03 2011
Links of Interest
Crucial Pivot Point for the CDNX Index in Canada

June 01 2011
Toolbox - What’s the grade between the highlights?

June 01 2011
Toolbox - Calculating Tonnage

May 31 2011
Commentary - A Revolution in Education

May 29 2011
Comparative Companies - East Asia Minerals (EAS.V) - Somebody’s gonna be pissed!
Southern Arc Minerals Inc. - Main page (updated)

May 15 2011
Properties - West Lombok - Pelangan - Remember though. I’m just an English major.Southern Arc Minerals Inc. - Main page (updated)

April 29 2011
Links of Interest
Where next for Gold-Silver and the SP 500 Indexes?
David Banister

April 19 2011
Feedback on 'A=B'

April 14 2011
Risk assessment/Risk reduction - Pelangan and Mencanggah: IF A=B and IF B=C, then…
Southern Arc Minerals Inc. - Main page (updated)

March 13 2011
Risk assessment/Risk reduction - Say “Hello” to my little friend!
Southern Arc Minerals Inc. - Main page (updated)

February 13 2011
Commentary - Trust me!

February 12 2011
Risk assessment/Risk reduction - All Systems 'Go!'
Southern Arc Minerals Inc. - Main page (updated)

January 31 2011
Key Personnel - Mate in Three?
Southern Arc Minerals Inc. - Main page (updated)

January 19 2011
Feedback on 'Sunday Afternoon'

January 17 2011
Risk assessment/Risk reduction - A Pleasant Sunday Afternoon
Southern Arc Minerals Inc. - Main page (updated)

January 17 2011
Properties - Pelangan Drilling Results Released
Southern Arc Minerals Inc. - Main page (updated)

January 17 2011
Properties - West Lombok IUP Issued
Southern Arc Minerals Inc. - Main page (updated)

December 9 2010
Toolbox:
To Suppress or Not to Suppress

December 8 2010
Feedback on 'Relationships'

December 7 2010
Risk assessment/Risk reduction - Relationships
Southern Arc Minerals Inc. - Main page (updated)

November 24 2010
Risk assessment/Risk reduction - Big Picture… Little Picture – another walk around the barn
Southern Arc Minerals Inc. - Main page (updated)

November 24 2010
Properties - Taliwang - Southern Arc and Newcrest Sign a Heads of Agreement
Southern Arc Minerals Inc. - Main page (updated)

November 24 2010
Key personnel - Mike Andrews
Southern Arc Minerals Inc. - Main page (updated)

November 12 2010
Risk assessment/Risk reduction - Straight and to the Point
Southern Arc Minerals Inc. - Main page (updated)

November 12 2010
Properties - Tirtomoyo/Karang Tengah
Southern Arc Minerals Inc. - Main page (updated)

October 29 2010
Indonesia - The "Fifth BRIC"
Southern Arc Minerals Inc. - Main page (updated)

October 28 2010
Risk assessment/Risk reduction - What’s Southern Arc worth?
Southern Arc Minerals Inc. - Main page (updated)

October 7 2010
Key personnel -Insider Trading Summary Report
Southern Arc Minerals Inc. - Main page (updated)

October 4 2010
Properties - East Elang/ Sabalong - Southern Arc Strikes First Joint Venture Deal
Southern Arc Minerals Inc. - Main page (updated)

September 15 2010
Toolbox: In Situ Valuation Calculator

September 10 2010
Risk assessment/Risk reduction - Various and Sundry
Southern Arc Minerals Inc. - Main page (updated)

August 30 2010
Properties - West Lombok Maps Update
Southern Arc Minerals Inc. - Main page (map update)

July 12 2010
Properties - Taliwang - Taliwang IUP Issued
Southern Arc Minerals Inc. - Main page (updated)

July 12 2010
Risk assessment/Risk reduction - Bureaucratic
Southern Arc Minerals Inc. - Main page (updated)

June 8 2010
Risk assessment/Risk reduction - Fundamentals - Nickel Oil & Gas Corp.
Southern Arc Minerals Inc. - Main page (updated)

June 7 2010
Southern Arc Minerals Inc. - Main page

March 30 2010
Recommended Reading
Cigars, Whiskey & Winning

March 23 2010
Recommended Reading
The Greatest Trade Ever

March 22 2010
Size and staying power...

March 14 2010
… but the greatest of these is charity!

October 23 2009
New Additions to Library

September 10 2009
TEGWAR

September 9 2009
Just one more barrel of flour

June 30 2009
Survey Reports
Impact Silver Corp (updated)

June 19 2009
Guest Article
If I'm So Smart, How Come
I Don't Run PIMCO?

Gabriel Gray

June 19 2009
Is Indonesia ready to play
in the big leagues?

Kevin Graham

April 9 2009
Short Selling is Bad
for the Market

April 2 2009
Epithermal Gold for Explorationists

March 31 2009
Epithermal Deposits –
gold and silver

March 31 2009
Epithermal gold deposits, geothermal systems and volcanoes

March 22 2009
Southern Arc Minerals – Valuations for Selodong

February 12 2009
Guest Article
The Obama Stimulus:
All Porked Up and
Nowhere to Go

Gabriel Gray

December 27 2008
Canadian Crisis?
Give me a Break!

December 23 2008
Wheel of Misfortune

December 16 2008
Metal Markets?
Go East Old Man!

November 29 2008
You can get it wrong and still you think that it’s all right

October 31 2008
Winners and Losers

September 19 2008
The Indonesia Factor, or… Can’t see the Forestry for the Greed

September 10 2008
Survey Reports
Impact Silver Corp (updated)

September 9 2008
Survey Reports
Silvermex Resources

August 6 2008
Survey Reports
Oroco Resource Corp.

July 15 2008
Southern Arc and
Canada Nickel

July 10 2008
Guest Article
I May Be Drunk, But You're A Nincompoop.
Gabriel Gray

June 20 2008
The TSX Venture Exchange: Fire in the Hole!

June 16 2008
Pediment readies itself for a major step forward

June 10 2008
Survey Reports
Puma Exploration

June 4 2008
Toolbox:
Mining Company Survey Form

June 2 2008
Run fast, run far!

May 30 2008
Survey Reports
Tarsis Capital Corp.

May 30 2008
Survey Reports
Impact Silver Corp

May 27 2008
Survey Reports
Dajin Resources Corp

May 26 2008
Engagement is Everything!

May 26 2008
Guest Article
A Case Study in Due Diligence: Southern Arc Minerals
Omar Boulden

May 22 2008
When the ‘fan club’ wins,
due diligence loses

May 22 2008
Survey Reports
Garibaldi Resources Corp.

May 21 2008
Survey Reports
Grenville Gold Corp.

May 20 2008
Insider Holdings Summary Reports

May 12 2008
Guest Article
The Zoo Needs More Animals
Gabriel Gray

May 8 2008
Mineral Mining and Exploration Companies on the Venture

May 6 2008
Insider Trading Summary Reports

May 6 2008
British Columbia Securities Commission List of Disciplined Persons

May 5 2008
Insider Trading – Transparency for Lay Investors?

April 28 2008
Would you like some fries
with that investment?

April 24 2008
Southern Arc Minerals Inc.
Survey report

April 23 2008
You say you want a revolution…

April 23 2008
Rare Element Resources Ltd.
Survey report

April 17 2008
Such stuff as dreams are made on… a teaser

April 17 2008
Guest Article
Let's call it the LIE-BOR
Gabriel Gray

April 16 2008
Guest Article
Inflation vs. Hyperinflation
Gabriel Gray

April 9 2008
Hard Rock Miner’s Handbook and Rules of Thumb

April 8 2008
An Introduction to Geology and Hard Rock Mining

April 5 2008
So you think you can geo?

April 4 2008
Southern Arc Minerals Inc.
Toss a Pebble in a Pond

April 3 2008
Required Reading
Exploring Geology

March 31 2008
Guest Article
What if it's not a bubble? – Bubbles past and present
Gabriel Gray

March 28 2008
If it’s neither informative nor entertaining, what’s the point?

March 25 2008
Guest Article
Gold + Money Supply =
A Tool for Gold Analysis

Kim Brasington

March 24 2008
Rare Element Resources Ltd.
Preliminary Report

March 24 2008
Insider Trading Tutorials

March 16 2008
Pediment Exploration Ltd.
Site Visit Report

March 14 2008
Southern Arc Minerals Inc.
PDAC Workshop

March 13 2008
Toolbox: Cubing the Hole

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Fundamentals

June 7, 2010

Reported success rates in the field of mineral exploration vary all over the map, so I won’t cite hard numbers. Suffice to say that they’re not great. The task, then, is to identify the fundamental risks and to reduce these risks. In my view, Southern Arc has, at least in part, addressed these risks by:

Yet to be understood (by me, anyway) is how the Company intends to fund future operations. Every time I ask John Proust how he means to cover off on this need (and I’ve asked many times), he says, “Don’t worry about cash, Kevin. It’s covered.” I study his face as he repeatedly answers my question. He’s got some cards up his sleeve (updated June 8, 2010), but that’s where they’re staying… for now. The last time we met, he described Southern Arc as in a stronger position than it’s ever been, and this was in answer to my ‘cash’ question. My best guess is that OPM (other people’s money) is a partial answer to my question. As always, time alone will judge.

 

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