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Ahead of the Herd Newsletter - 2018 Issue Seventeen

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Saturday April 21st

Why the lithium bears are wrong

Two recent reports have come out with predictions of a slide in lithium prices due to a glut of new supply overwhelmingly the tiny (by mining's standards) lithium market. What is puzzling is that both of these reports either gloss over or fail to adequately break down the demand side of the lithium market.

Currency wars: The race to the bottom has begun

Currency wars are not new, but the fact that this currency war is tied into the trade dispute presently happening with China, and at the same time a series of geopolitical tensions that are making the threat of a real war possible, makes this round of competitive devaluations particularly interesting to follow.

Richard (Rick) Mills

aheadoftheherd.com

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Newsletter Archives. 

Legal Notice / Disclaimer

This document is not and should not be construed as an offer to sell or the solicitation of an offer to purchase or subscribe for any investment.

Richard Mills has based this document on information obtained from sources he believes to be reliable but which has not been independently verified.

Richard Mills makes no guarantee, representation or warranty and accepts no responsibility or liability as to its accuracy or completeness. Expressions of opinion are those of Richard Mills only and are subject to change without notice. Richard Mills assumes no warranty, liability or guarantee for the current relevance, correctness or completeness of any information provided within this Report and will not be held liable for the consequence of reliance upon any opinion or statement contained herein or any omission.

Furthermore, I, Richard Mills, assume no liability for any direct or indirect loss or damage or, in particular, for lost profit, which you may incur as a result of the use and existence of the information provided within this Report.

Richard owns shares of Cypress Development Corp. TSX.V - CYP

Ahead of the Herd Newsletter - 2018 Issue Sixteen

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Saturday, April 14th

 

Gold gaining as war drums beat louder

The headlines this week have been full of escalations of continuing and new conflicts around the world. This is an especially timely article with a coalition of countries, the U.S., U.K. and France, attacking Syria with 105 missiles last night.

How a trade war could break US critical minerals supply chain

If trade between China, Russia and the US suddenly stopped, could the US survive an embargo on the 23 minerals it deems critical to the countries very survival? I'm keeping my eye on juniors and near-term producers, in Canada and the US, who could help the US keep its supplies of strategic minerals open.

Sernova Corp about to start FDA cell pouch diabetes trials

Harnessing the power of therapeutic cells to repair or replace cells, tissues or organs that are damaged by trauma or disease means we are entering an era where treatments for some of the world's most devastating diseases are developed.

Lab manufactured therapeutic cells hosted in the human body, in Sernova Corp’s prevascularized Cell Pouch System™ monitoring, regulating, manufacturing and secreting the necessary hormones, factors and proteins to control diabetes and hemophilia would be a major accomplishment, and a truly disruptive innovation.

Richard (Rick) Mills

aheadoftheherd.com

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Legal Notice / Disclaimer

This document is not and should not be construed as an offer to sell or the solicitation of an offer to purchase or subscribe for any investment.

Ahead of the Herd Newsletter - 2018 Issue Fifteen

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Saturday April 7th

Gold Holding Its Own

The past few weeks have seen global equities falling amid a broad selloff in tech stocks, Russia in global crosshairs and the ramping up of trade war tensions, but gold, the traditional safe haven metal has barely budged. Why isn't gold rising more than it has? On the other hand, with all the good economic indicators that normally cause the precious metal to fall, gold has held its own. What the heck is going on with gold?

Cypress and a significant Nevada lithium moment

Cypress Development Corp (TSX.V:CYP) is currently waiting on its maiden 43-101 compliant resource report expected near the end of April. All eyes are on that maiden resource because it is expected to be BIG. As lithium juniors go, the package of land that Cypress has identified is one of the best lithium projects, if not the best, going in the market right now. The sheer size, and grade, of the anticipated resource means that a lot of attention will be focused on the company.

Gold and camels in the Cariboo

Governor Douglas set into motion his plans to enforce British authority and sovereignty on the mainland. Douglas declared the Colony of British Columbia and was sworn in as its first Governor, on August 1, 1858. Miners spread farther and further afield into the new colonies interior. Discovery after discovery, gold rush after gold rush followed; Wild Horse Creek, Big Bend, Similkameen, Cassiar, Omineca, Tulameen, and of course the largest and most famous of all, the Cariboo.

Richard (Rick) Mills

aheadoftheherd.com

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Legal Notice / Disclaimer

This document is not and should not be construed as an offer to sell or the solicitation of an offer to purchase or subscribe for any investment.

Ahead of the Herd Newsletter - 2018 Issue Fourteen

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Saturday March 31st

Today’s letter has two articles.

“The Art of the Deal” and China

Trump is the quintessential deal-maker but is he up to dealing with China?

Following the big US money behind Canadian pipeline protests

Following the money is an interesting ride.

Richard (Rick) Mills

aheadoftheherd.com

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Legal Notice / Disclaimer

This document is not and should not be construed as an offer to sell or the solicitation of an offer to purchase or subscribe for any investment.

Ahead of the Herd Newsletter - 2018 Issue Thirteen

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Saturday March 24th

Today’s letter has two articles.

Unloved gold juniors ripe for the picking

Are you ready for some contrarian investing? If so, today’s junior gold market is the place to be.

Hysterical pro-Russian rant goes over the top

Every author is entitled to their opinion, but when opinions are disguised as facts, the reader is at risk of being misled.

Richard (Rick) Mills

aheadoftheherd.com

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Legal Notice / Disclaimer

This document is not and should not be construed as an offer to sell or the solicitation of an offer to purchase or subscribe for any investment.

Ahead of the Herd Newsletter - 2018 Issue Twelve

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Saturday March 17th

Today’s letter has two articles, both are very long so that’s the reason for two different links.

Our in depth analysis in ‘Nationalism, not the Russians, got Trump elected’ shows US President Trump, especially so after the recent firings and replacements, is heading back to what got him elected, a

Nationalist ‘Make America Great’ agenda. We’ve examined what this means for US economic policy going forward, particularly as it relates to tariffs, commodities and resource stocks.

The second article ‘Trump builds economy and war machine’ builds on the first by showing the Trump White House fully understands that the United States needs to pump more money into domestic mineral exploration, especially key commodities needed for military applications.

Richard (Rick) Mills

aheadoftheherd.com

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Legal Notice / Disclaimer

This document is not and should not be construed as an offer to sell or the solicitation of an offer to purchase or subscribe for any investment.

Ahead of the Herd Newsletter - 2018 Issue Eleven

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Saturday March 10th

This week’s letter talks about EOR – enhanced oil recovery, US Sultans of Shale and has updates on two AOTH followed stocks.

Advantagewon Oil Corp (CSE:AOC) is cashed up and the drill is turning.

Cypress Development Corp (TSX.V:CYP) expects maiden 43-101 resource and metallurgical reports in April and there’s important buyout news from Lithium X you’ll want to read.

Ahead of the Herd - 2018 Issue Eleven

Rick

Ahead of the Herd Newsletter - 2018 Issue Ten

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Wednesday March 7th

DMG closes crypto-analytics and AI deal

DMG Blockchain Solutions (TSXV:DMGI) has closed a major transaction that was announced on the same day the bitcoin miner and blockchain services company started trading on the Toronto Venture exchange in early February: a cash and share deal to acquire BlockSeer, an analytics and forensics company that allows users to “follow the bitcoins” as they move through the blockchain.

The potent combination is expected to give DMG a strong competitive advantage, by providing leading-edge cryptocurrency forensics and real-time risk scoring for compliance and anti-money laundering. The tie-up also converges blockchain with artificial intelligence (AI), using data that can be tracked and monetized using blockchain technology, aided by Blockseer's blockchain and data analytics expertise.

DMG closes crypto-analytics and AI deal

Richard (Rick) Mills

aheadoftheherd.com

Just read, or participate in if you wish, our free Investors forums.

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Newsletter Archives.

***

Legal Notice / Disclaimer This document is not and should not be construed as an offer to sell or the solicitation of an offer to purchase or subscribe for any investment.

DMG Blockchain Technologies (TSX.V:DMGI) is a paid sponsor of Richard’s website aheadoftheherd.com. The sole purpose of which is to raise awareness about DMG Blockchain Technologies products and services

Ahead of the Herd Newsletter - 2018 Issue Nine

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Saturday March 3rd

Our feature article in this Saturdays letter explores the not often asked question “what are the implications of climate change from an investment point of view?”

Also in this letter are must read updates on five Ahead of the Herd followed stocks.

Sernova Corp (TSX.V:SVA)

Aben Resources (TSX.V:ABN)

Advantagewon Oil Corp (CSE:AOC)

Cypress Development Corp (TSX.V:CYP)

Manganese X Energy (TSX.V:MN)

Ahead of the Herd Newsletter - 2018 Issue Nine

Rick


Ahead of the Herd Newsletter - 2018 Issue Eight

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Wednesday February 28th

DMG's bitcoin mining operation expanding rapidly

Not all companies with the word “blockchain” attached to them offer the chance for shareholder returns. DMG Blockchain Technologies (TSXV:DMGI) is different, very different.

Over the past year DMG has evolved into a full-service blockchain company that offers superb diversification in the form of four revenue streams:

  • Bitcoin mining
  • Mining as a Service (MAAS)
  • Forensics & data analysis
  • Blockchain software development and management

As of the end of January DMG had $27,969,328 in funding available. The bulk of the money ($10.5 million) is earmarked for bitcoin mining. $7.5 million is allocated to software development related to supply chain management – one of DMG's four revenue pillars – with another $5 million going towards potential acquisitions. On the same day it started trading on the Venture exchange, DMG announced a cash and share deal valued at C$16 million to acquire BlockSeer, an analytics tool that allows users to “follow the bitcoins” as they move through the blockchain. The $27.9 million figure also includes purchasing a third bitcoin mining facility.

On the revenue side, it is estimated that DMG will pull in over $27 million annually just from bitcoin mining, based on the number of servers it plans to deploy, at current bitcoin prices.

DMG's bitcoin mining operation expanding rapidly

Rick

Ahead of the Herd Newsletter - 2018 Issue Seven

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Saturday February 24th

Hi

This week’s newsletter features two full length articles.

The first article ‘How global growth and infrastructure are driving commodities’ continues on our commodities theme from issue six.

The second article is, ‘Red Queen versus Bread And Butter.’  It's the old story with shale where drillers have to drill more, faster and better just to keep up with wells that keep depleting. There’s a better business model, a simpler, bread and butter approach.

Ahead of the Herd Newsletter - 2018 Issue Seven

Just read, or participate in if you wish, our free Investors forums.

Ahead of the Herd is now on Twitter.

Newsletter Archives.

Rick Mills

Ahead of the Herd

Ahead of the Herd Newsletter - 2018 Issue Six

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Saturday February 17th

This week’s letter outlines 5 reasons why metals and minerals might be entering another supercycle. Nothing, and I mean nothing gives an investor leverage to rising metal prices like owning the shares of a junior resource company.

For the first time in over half a century both developing and developed countries are doing well. Economies across the globe are growing at a significant pace. This is opening up investment ideas in other sectors. 2018 is going to be a very good year.

Also in this week’s letter are interesting and important updates from four of the companies we follow:

  1. Cypress Development Corp TSX.V:CYP
  2. Aben Resources TSX.V:ABN
  3. DMG Blockchain Solutions TSX.V:DMGI
  4. Sernova Corp TSX.V:SVA

Coming soon - Ahead of the Herd on Twitter and Linkedin.

5 reasons why commodities are the place to be in 2018

Richard (Rick) Mills

aheadoftheherd.com

Ahead of the Herd Newsletter - 2018 Issue Five

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Tuesday February 13th

While Vancouver-based DMG Blockchain Technologies (TSX.V:DMGI) started out mining bitcoin in British Columbia, the just listed blockchain startup had greater aspirations. Over the past year DMG has evolved into a full-service blockchain company that offers superb diversification in the form of four revenue streams: bitcoin mining, “mining as a service” (MAAS), forensics & data analysis, and blockchain software management.

“DMG is a fully diversified bitcoin and blockchain company. We have large industrial bitcoin mining, we have numerous platforms being built using blockchain technologies and smart contracts, and we have a forensics division that ensures that consumers can trust our brand, and that clients can trust our brand.” CEO Dan Reitzik

DMG Blockchain Technologies has an ambitious goal: to become domain experts in supply chain verticals across many industries, which could include agriculture, pharmaceuticals, energy, precious metals, transportation - you name it. The way they’re going to do it is through a unique business model whose main value proposition is a diversity of revenue streams anchored by a very experienced management team capable of pulling off a multi-layered approach to blockchain.

I like DMG for its choice of four revenue platforms, and its scalability.

DMG Blockchain Technologies (TSX.V:DMGI) Is Taking Blockchain Mainstream

Rick

Ahead of the Herd Newsletter - 2018 Issue Four

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Saturday February 10th

This week’s newsletter has two feature articles and a short teaser about a new, soon starting to trade, blockchain/bitcoin company - Blockchain Idea coming!

Our first article in this week’s newsletter is titled Regenerative medicine: Healing the body by healing itself.’

Our second article is ‘US clinical trial puts Sernova one step closer to diabetes cure.’

 

Ahead of the Herd Newsletter - 2018 Issue Four

 

Richard (Rick) Mills

aheadoftheherd.com

Ahead of the Herd Newsletter - 2018 Issue Three

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Friday February 9th

Cielo Waste Solutions Received Important Permitting News

The pullback earlier this week in the stock markets did not spare Cielo Waste Solutions (CSE:CMC), but it was brief. Hopefully sharp aheadoftheherd.com CMC shareholders took advantage of the opportunity to load up on more shares because the stock jumped on Thursday by 13.7%!

There’s more good news. Cielo just received a letter from the Alberta Government stating that the permit application for its Aldersyde/High River property to produce high-grade renewable diesel is moving forward nicely.

“The Director considers the application to be complete for the purpose of public consultation,” reads the letter from the Department of Environment and Parks. Cielo requires the permit to operate its first continuous flow renewable diesel refinery.

“We are extremely pleased to have received our acknowledgement of completeness as to our EPEA permit application. It is confirmation that this critical step is now almost behind us and the anticipated timing for receiving our permit is on schedule,” said Don Allan, President and CEO. “This will facilitate us being able to commission our refinery and place it on-stream by late spring. We now look forward to continuing our progress and reporting it to our investors and stakeholders.”

This is a major catalyst that pushes Cielo one step closer towards becoming one of the most revolutionary plays the Venture exchange has ever seen given what they’re trying to tackle.

Cielo's renewable or “green” diesel can be made by running any fibrous material through a catalyst, whose ingredients are proprietary. Eligible materials include landfill waste, plastics, organics like table scraps or lawn clippings, cardboard, sawdust and tires.

Cielo Waste Solutions Corp.: Exclusive Renewable Diesel Technology Turns Trash Into Cash

In Canada the Renewable Fuels Regulations, in place since 2010, require fuel producers and importers to have an average renewable fuel content of at least 2% based on the volume of diesel fuel and heating distillate oil that they produce or import into Canada with the goal of reducing Canada's greenhouse gas emissions by 17 percent from 2005 levels by 2020. Many Provinces have also added their own mandated blending ratios.

The demand for biodiesel in Canada is estimated at 600 million litres a year.

For its product Cielo is initially targeting Alberta gasoline and diesel refiners, of which there are currently only about half a dozen.

The company forecasts it will be able to charge around 25 percent more for its renewable diesel than traditional biodiesel, due to it being higher grade, usable year round, and has a longer shelf life due to its zero water content.

Up to last summer Cielo had been running a demonstration plant in Red Deer, AB. That demonstration plant has been disassembled and relocated to High River, AB. It’s being retrofitted into a 350 liter an hour continuous flow refinery that will be the Company’s first commercially viable plant, with another to follow. The second plant will be designed to produce renewable diesel at a rate of 1,800 liters per hour, a 500% increase from the Company’s proof of concept retrofitted demonstration plant..

According to a short note I received from Michael Yeung, VP Business Development & Capital Markets:

We are not sitting still and our main focus is to generate long term returns for our shareholders.

We are currently focusing on the things we can control such as:

  • We are continuing to focus on getting into production on schedule. Our fabrication is working around the clock.
  • Our engineers are continuously "dotting the "I"s and crossing the "t"s to ensure a smooth on-stream
  • Our compliance and permitting team is working diligently with the government to move our approvals forward and pushing as hard as they can.  We believe we should hear comments back from the government over the next 4 to 6 weeks. This isn’t too far away. Permits are on schedule and keeps us on track for a late spring on-stream date.
  • Our capital markets team are working to get in front of existing and new investors to spread the story. We were just recently in Vancouver. We will be in Toronto February 22nd and February 23rd. So if you are in downtown Toronto on either dates let me know if you would like to sit down and hear our story or get an update.
  • We believe we are materially undervalued and only months away from running our first continuous refinery - a technology that could be worth billions.”

Despite decades of educating North Americans on the benefits of recycling, plus cutting-edge technologies that sort and recycle everything from tires to table scraps, billions of tonnes of garbage continue to be landfilled every year.

According to Natural Resources Canada, in a lifetime the average North American will throw away 600 times his or her weight in garbage, meaning a 150-pound adult will heave 90,000 pounds of trash into the dumpster from birth to death.

It's estimated that globally, solid-waste generation will triple to 11 million tons a day by the end of this century – in spite of the fact that we are running out of landfill space, especially in land-constrained places like Japan and Europe.

The World’s Garbage is a huge problem, made worse by China’s recent decision to ban imports of recyclables. But Cielo has a solution, and it could be BIG.

I expect a lot more news and activity in the market as they move closer towards launching their next phase of development so make sure you stay tuned.

I’ve got Ceilo Waste Systems (CSE:CMC) on my radar screen. Do you?

If not, maybe you should.

Richard (Rick) Mills

aheadoftheherd.com

Ahead of the Herd Newsletter - 2018 Issue Two

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Monday, February 5th

Advantagewon With Bread and Butter

The rule of contrarian investing is key, and should never be forgotten by serious resource investors. When a sector looks to be down and out, that is the time to consider taking positions. Ahead of the Herd recently identified a very interesting oil company that has developed an intriguing business model that flies in the face of what traditional oil and gas development companies do. Moreover, it is at odds, in a good way, with the big shale oil producers that have received so much attention in the press about how shale is going to pave the way to US energy independence and overtake Russia as the globe’s dominant oil producer. While that is still up for debate, what is beyond dispute is the simplicity of the company’s business model, and the investor upside that could easily accrue if its strategy and production plan stay on track in 2018.

Rick Mills

Ahead of the Herd

Ahead of the Herd Newsletter - 2018 Issue One

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Ahead of the Herd Newsletter - 2018 Issue One

Saturday February 3rd

This week’s newsletter has two feature articles.

The first article is titled ‘The World’s Garbage.’ The first link in the article is a must read, they are all good reads, but this one is special.

In August 2017 China told the World Trade Organization (WTO) that by the end of the year it will no longer accept 24 categories of solid waste as part of a government campaign against “foreign garbage.” This is an extremely big deal because the ban is creating a huge problem for countries that produce an excess of recycled waste they need to get rid of.

I think aheadoftheherd.com can point them in the direction of a solution.

Our second article is ‘1 2 3, Aben Is a Three Trick Pony Ride.’

It’s common for a junior gold company to have just one strong property worthy of raising funds for an exploration program, we call these ‘a one trick pony.’ Unfortunately miss on the one project and the junior goes to sleep while investors flee. Having three properties that can all be considered stand-alone projects of which any two could have easily been spun out into separate companies is rare.

Aben’s Chico Gold Project in northern Saskatchewan is a February drill ready gold play. Many discoveries, all deserving follow up work have been made on ABN’s British Columbia’s Golden Triangle Forest Kerr Project. The company’s Justin Project, a classic intrusion-related gold system, despite not being ABN’s primary or even secondary focus of exploration effort already has two exciting discoveries with the potential for more.

Aben is a true three trick pony for us investors to ride.

Rick Mills

Ahead of the Herd

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