Streetwise Expert Interviews

Andrew Kaip

BMO's Andrew Kaip: The Gold Majors Are Back

Andrew Kaip, managing director of mining equity research at BMO Capital Markets, does not expect near-term higher prices for gold or silver. However, due to continuing cost cutting and other efficiencies, he argues that the senior gold producers can now make profits above $1,100/oz gold. In this interview with The Gold Report, Kaip names two seniors as Sector Outperformers, and touts the virtues of a half-dozen undervalued near-term gold and silver producers.

(7/30/15) More >

Experts' Guide to Getting the Most Out of Company Presentations

What can you really learn from the fuzzy project diagrams, site photos and columns of numbers often shown in dark rooms at conferences? A lot, if you know what you are looking for, according to the experts. Beyond the warnings about forward-looking statements, corporate presentations often contain the details that could make or break a project's economics. And many companies time the release of important information to coincide with events like the Sprott-Stansberry Natural Resource Symposium, going on now in Vancouver. For those who weren't able to make the trip or are doing their homework in a hotel room somewhere, The Gold Report asks veteran investors what they look for in a corporate presentation when evaluating a possible opportunity. As a bonus, we included links to several company presentations shown in Vancouver so you can practice your analyzing skills.

(7/28/15) More >
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Six Miners Dundee's Joseph Fazzini Believes Will Weather the Storm

With ongoing volatility expected in the gold space, mostly owing to global economic weakness, investors should focus on quality gold names with three key attributes to weather the current metal price environment, explains Joseph Fazzini, vice president and senior analyst with Toronto-based Dundee Capital Markets. (7/27/15) More >

Newsletter Briefs

"CNY is on the right track." (7/24/15) Cancana Resources Corp. - Thibaut Lepouttre, Caesars Report More >

"RPM CEO Bill Howald is a guy who definitely knows what he's doing." (7/23/15) Rye Patch Gold Corp. - Thibaut Lepouttre, Caesars Report More >

THO's upside for buyers now should be very substantial by year-end." (7/17/15) Tahoe Resources Inc. - Jay Taylor, Gold, Energy & Tech Stocks More >

"CGT is sitting on a good, valuable asset that should help underpin the stock." (7/16/15) Columbus Gold Corp. - Eric Coffin, Hard Rock Analyst More >

"RD's fully permitted mining project is now also fully financed." (7/17/15) Red Eagle Mining Corp. - Thibaut Lepouttre, Caesars Report More >

"MD has succeeded in acquiring projects and forming joint ventures." (6/30/15) Midland Exploration Inc. - Brien Lundin, Gold Newsletter (Jefferson Financial) More >

"GSV began reverse circulation drilling at its Railroad-Pinion gold project." (6/26/15) Gold Standard Ventures Corp. - Brien Lundin, Gold Newsletter (Jefferson Financial) More >

"SYR plans to build the world's largest coated spherical graphite facility." (6/25/15) Syrah Resources Ltd. - Simon Moores, Mining.com More >

Expert Analysis

"OceanaGold's 72% premium for the R acquisition provides significant value to the latter's shareholders." (7/30/15) Romarco Minerals Inc. - Andrew Kaip, BMO Capital Markets More >

"PGLC announced a 34% increase to the resource at Relief Canyon." (7/29/15) Pershing Gold Corp. - Rob Chang, Cantor Fitzgerald More >

"P announced an exploration update for its Black Fox, Grey Fox and San Dimas mines." (7/29/15) Primero Mining Corp. - Rob Chang, Cantor Fitzgerald More >

"CNL's Buritica project has the qualities a producer would look for when considering the acquisition of an advanced-stage project." (7/28/15) Continental Gold Inc. - Ovais Habib, Scotia Capital More >

"During the past quarter, RIC's overall rating improved." (7/24/15) Richmont Mines Inc. - Jefferson Research More >

"NG is showing strong earnings quality, operating efficiency and balance sheet quality." (7/24/15) NOVAGOLD - Jefferson Research More >

"We view KDX's Q2/15 operating results positively, as they continue to highlight management's ability to execute." (7/23/15) Klondex Mines Ltd. - Derek Macpherson, M Partners More >

"We upgrade our recommendation on AKG to Speculative Buy from Hold." (7/22/15) Asanko Gold Inc. - Joe Mazumdar, Canaccord Genuity More >

Learn More About Companies in This Issue

Producers

Alkane Resources Ltd.

Argonaut Gold Inc.

Atna Resources Ltd.

Comstock Mining Inc.

Goldcorp Inc.

Gran Colombia Gold Corp.

Great Panther Silver Ltd.

Klondex Mines Ltd.

Largo Resources Ltd.

Primero Mining Corp.

Richmont Mines Inc.

Silver Wheaton Corp.

St Andrew Goldfields Ltd.

Tahoe Resources Inc.

Timmins Gold Corp.

Trevali Mining Corp.

Royalty Companies

Franco-Nevada Corp.

Silver Wheaton Corp.

Terraco Gold Corp.

Developers

Asanko Gold Inc.

Bear Creek Mining Corp.

Cancana Resources Corp.

Continental Gold Inc.

Guyana Goldfields Inc.

Integra Gold Corp.

Kootenay Silver Inc.

MAG Silver Corp.

NOVAGOLD

Pershing Gold Corp.

Quaterra Resources Inc.

Red Eagle Mining Corp.

Romarco Minerals Inc.

Syrah Resources Ltd.

Wellgreen Platinum Ltd.

Project Generators

Midland Exploration Inc.

Zimtu Capital Corp.

Explorers

Balmoral Resources Ltd.

Callinex Mines Inc.

Cancana Resources Corp.

Clifton Star Resources Inc.

Columbus Gold Corp.

Commerce Resources Corp.

Continental Gold Inc.

Gold Standard Ventures Corp.

Integra Gold Corp.

Kootenay Silver Inc.

Mason Graphite Inc.

Midland Exploration Inc.

North American Nickel Inc.

Pilot Gold Inc.

Pretium Resources Inc.

Quaterra Resources Inc.

Rye Patch Gold Corp.

Source Exploration Corp.

Terraco Gold Corp.

TerraX Minerals Inc.

Victoria Gold Corp.

Critical and Specialty Metals & Minerals

Alkane Resources Ltd.

Balmoral Resources Ltd.

Cancana Resources Corp.

Commerce Resources Corp.

Largo Resources Ltd.

Mason Graphite Inc.

Midland Exploration Inc.

North American Nickel Inc.

Pilot Gold Inc.

Syrah Resources Ltd.

Wellgreen Platinum Ltd.