Streetwise Expert Interviews

Florian Siegfried

Florian Siegfried: Seeking Less Risky Business in Mining M&A

Florian Siegfried, head of precious metals and mining investments with Zurich-based AgaNola, says there are small signs—fewer equities participating in the recent rally, greater spreads in the high-yield market—that the sentiment toward gold is changing. But we will have to wait to see if a trend forms. In the meantime, Siegfried believes all-paper M&A will gain pace, with a focus on companies that are making money at current gold prices while still trading at multiyear lows. In this interview with The Gold Report, Siegfried suggests playing it safe with some small producers and tiny developers.

(11/24/14) More >
Read more Streetwise Interviews. . .

Finding Gold Dollars in Nevada: Thomas Drolet

Thomas Drolet of Drolet & Associates Energy Services Inc. is an energy expert who is also an avid gold investor. He has found a sweet spot for gold in his basic portfolio—and he shares a few of his favorites. (11/19/14) More >

Newsletter Briefs

"AKG has a lot of leverage to the gold price." (11/24/14) Asanko Gold Inc. - The Gold Report Interview with Florian Siegfried More >

"RIC increased its production guidance for 2014 and was free cash flow positive in Q3/14." (11/24/14) Richmont Mines Inc. - The Gold Report Interview with Florian Siegfried More >

"VIT continues to drill and find new zones, like Olive, and has the cash to do just that." (11/24/14) Victoria Gold Corp. - The Gold Report Interview with Florian Siegfried More >

"The numbers for RD are outstanding and will get better." (11/17/14) Red Eagle Mining Corp. - Bob Moriarty, 321 Gold More >

"KDX is well positioned to weather the current depression of precious metals prices." (11/16/14) Klondex Mines Ltd. - Tickerscores More >

"VGQ is a well-established royalty and prospect generator with positive cash flow." (11/14/14) Virginia Mines Inc. - J. Taylor, Gold, Energy & Tech Stocks More >

"LIO continues to move ahead with development at Tuvatu." (11/6/14) Lion One Metals Ltd. - Brien Lundin, Gold Newsletter (Jefferson Financial) More >

"THO has a competitive cost profile; this sets it apart from industry peers." (11/17/14) Tahoe Resources Inc. - Christopher De Sousa, Seeking Alpha More >

Expert Analysis

"We are maintaining our Buy recommendation on GSV." (11/20/14) Gold Standard Ventures Corp. - H.C. Wainwright & Co. More >

"VGZ continues to work toward final permits for the Mt. Todd project." (11/20/14) Vista Gold Corp. - Jeff Wright, H.C. Wainwright & Co. More >

"We believe that TV is near or at the top of the list of zinc-focused equities." (11/20/14) Trevali Mining Corp. - Mark Turner, Scotia Capital More >

"PGLC's Relief Canyon could provide a 'turnkey' scenario." (11/20/14) Pershing Gold Corp. - H.C. Wainwright & Co. More >

"LODE may continue to expand its footprint, ultimately increasing production." (11/20/14) Comstock Mining Inc. - H.C. Wainwright & Co. More >

"Our positive outlook on P remains unchanged following Q3/14 results." (11/19/14) Primero Mining Corp. - Dan Rollins, RBC Capital Markets More >

"We believe exploration growth at both Guanajuato and Topia could provide organic growth for GPR." (11/20/14) Great Panther Silver Ltd. - H.C. Wainwright & Co. More >

"CNL's Buriticá PEA shows a $1.1B after-tax NPV 5% and a 31.5% IRR." (11/19/14) Continental Gold Ltd. - Mike Hocking, Scotia Capital More >

Learn More About Companies in This Issue

Producers

Alkane Resources Ltd.

Allied Nevada Gold Corp.

Argonaut Gold Inc.

Atna Resources Ltd.

Carbine Tungsten Ltd.

Comstock Mining Inc.

Excellon Resources Inc.

Fortuna Silver Mines Inc.

Galane Gold Ltd.

Goldcorp Inc.

Gran Colombia Gold Corp.

Great Panther Silver Ltd.

Klondex Mines Ltd.

Largo Resources Ltd.

Mandalay Resources Corp.

Marlin Gold Mining Ltd.

Primero Mining Corp.

Richmont Mines Inc.

Sierra Metals Inc.

Silver Wheaton Corp.

SilverCrest Mines Inc.

St Andrew Goldfields Ltd.

Tahoe Resources Inc.

Timmins Gold Corp.

Trevali Mining Corp.

Royalty Companies

Franco-Nevada Corp.

Silver Wheaton Corp.

Terraco Gold Corp.

Virginia Mines Inc.

Vista Gold Corp.

Near-Term Producers

Alexco Resource Corp.

Asanko Gold Inc.

Continental Gold Ltd.

DNA Precious Metals Inc.

Excelsior Mining Corp.

Focus Graphite Inc.

Guyana Goldfields Inc.

Integra Gold Corp.

MAG Silver Corp.

Northern Minerals Ltd.

NOVAGOLD

Pershing Gold Corp.

Syrah Resources Ltd.

True Gold Mining Inc.

Project Generators

Almaden Minerals Ltd.

Midland Exploration Inc.

Explorers

Almaden Minerals Ltd.

Auryn Resources Inc.

Balmoral Resources Ltd.

Castle Mountain Mining Co. Ltd.

Clifton Star Resources Inc.

Columbus Gold Corp.

Commerce Resources Corp.

Continental Gold Ltd.

Eagle Hill Exploration Corp.

Exeter Resource Corp.

Gold Standard Ventures Corp.

Integra Gold Corp.

Lion One Metals Ltd.

Mason Graphite Inc.

Medallion Resources Ltd.

Midland Exploration Inc.

Namibia Rare Earths Inc.

North American Nickel Inc.

Pilot Gold Inc.

Precipitate Gold Corp.

Premier Gold Mines Ltd.

Pretium Resources Inc.

Probe Mines Limited

Red Eagle Mining Corp.

Rye Patch Gold Corp.

Source Exploration Corp.

Terraco Gold Corp.

TerraX Minerals Inc.

True Gold Mining Inc.

Unigold Inc.

Victoria Gold Corp.

Virginia Mines Inc.

Vista Gold Corp.

WCB Resources Ltd.

Merchant Banks and Funds

Forbes & Manhattan

Zimtu Capital Corp.

Critical and Specialty Metals & Minerals

Alkane Resources Ltd.

Balmoral Resources Ltd.

Commerce Resources Corp.

Focus Graphite Inc.

Largo Resources Ltd.

Mandalay Resources Corp.

Mason Graphite Inc.

Medallion Resources Ltd.

Midland Exploration Inc.

Namibia Rare Earths Inc.

North American Nickel Inc.

Northern Minerals Ltd.

Syrah Resources Ltd.