Streetwise Expert Interviews

Ralph Aldis

Ralph Aldis: How the Five Principles of Capital Allocation Can Mean Gold Mining Success

Everyone loves good management, but Ralph Aldis, portfolio manager with U.S. Global Investors, argues that few in the mining industry understand that the proper allocation of capital and the valuation of assets are the two criteria that separate the winners from the losers. In this interview with The Gold Report, Aldis highlights a dozen gold miners that get it and are likely to flourish even with continued low gold prices.

(3/25/15) More >
Simon Moores

Where Will the Graphite, Lithium and Cobalt for the Battery Revolution Come From?: Simon Moores

Following the lead of Tesla Motors, LG Chem, Foxconn and others are racing to build megafactories to build batteries for electric cars. Yet even now the world supply of graphite, lithium and cobalt needed to supply these factories is insufficient. In this interview with The Mining Report, Simon Moores, managing director of Benchmark Mineral Intelligence, explains that we can soon expect healthy prices for all three metals, but the juniors that will succeed in the market must first and foremost learn to meet the needs of the end users.

(3/24/15) More >
Read more Streetwise Interviews. . .

Casey Gathers Top Gold Experts to Share Secrets for Making Money in Any Market

In this excerpt from the Casey Research "Going Vertical" webinar, The Gold Report shares inside secrets from Pierre Lassonde, Rick Rule, Jeff Clark, Doug Casey, Frank Holmes and Louis James as they call out their favorite picks of yesterday and today. (3/23/15) More >

Newsletter Briefs

"MD continues to execute good deals." (3/25/15) Midland Exploration Inc. - Adrian Day, Global Analyst Moreá>

"MAG is in a strong financial position." (3/23/15) MAG Silver Corp. - Tickerscores Moreá>

"RPM being taken out by Coeur should be a slam dunk." (3/25/15) Rye Patch Gold Corp. - The Gold Report Interview with Ralph Aldis Moreá>

"MND is one of our top five holdings." (3/25/15) Mandalay Resources Corp. - The Gold Report Interview with Ralph Aldis Moreá>

"PVG probably leads the pack in the near-term production category right now." (3/25/15) Pretium Resources Inc. - The Gold Report Interview with Ralph Aldis Moreá>

"RIC is a company with new management doing the right things." (3/25/15) Richmont Mines Inc. - The Gold Report Interview with Ralph Aldis Moreá>

"One of our favorite silver producers is THO." (3/25/15) Tahoe Resources Inc. - The Gold Report Interview with Ralph Aldis Moreá>

"AUG seems to have all the basics in place for success." (3/16/15) Auryn Resources Inc. - Jay Taylor, Gold, Energy & Tech Stocks Moreá>

Expert Analysis

"ICG's Triangle zone returned a weighted average grade of 5.9 g/t." (3/25/15) Integra Gold Corp. - Derek Macpherson, M Partners Moreá>

"KDX's earnings per share came in ahead of estimates." (3/25/15) Klondex Mines Ltd. - Derek Macpherson, M Partners Moreá>

"BCM's Corani feasibility study will focus on reducing capex." (3/25/15) Bear Creek Mining Corp. - Andrey Litvin, Edison Investment Research Moreá>

"AKG is well funded ($334M) to deliver steady state production." (3/25/15) Asanko Gold Inc. - Joe Mazumdar, Canaccord Genuity Moreá>

"SLW remains a preferred avenue to silver exposure." (3/20/15) Silver Wheaton Corp. - Canaccord Genuity's Morning Coffee Moreá>

"We maintain our Buy rating on P." (3/19/15) Primero Mining Corp. - Joseph Fazzini, Dundee Capital Markets Moreá>

"Joint funding of PLG's TV Tower project will allow for increased drilling." (3/20/15) Pilot Gold Inc. - Tara Hassan, Haywood Securities Moreá>

"In 2014, AR built its cash balance by $6.9M in a depressed market." (3/16/15) Argonaut Gold Inc. - Andrew Kaip, BMO Capital Markets Moreá>

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.

Mandalay Resources Corp.

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

Alexco Resource Corp.

Asanko Gold Inc.

Continental Gold Ltd.

Excelsior Mining Corp.

Focus Graphite Inc.

Guyana Goldfields Inc.

Integra Gold Corp.

MAG Silver Corp.

NOVAGOLD

Pershing Gold Corp.

PolyMet Mining Corp.

Radisson Mining Resources Inc.

Syrah Resources Ltd.

Wellgreen Platinum Ltd.

Project Generators

Bear Creek Mining Corp.

Midland Exploration Inc.

Zimtu Capital Corp.

Explorers

Auryn Resources Inc.

Balmoral Resources Ltd.

Callinex Mines Inc.

Canamex Resources Corp.

Clifton Star Resources Inc.

Columbus Gold Corp.

Commerce Resources Corp.

Continental Gold Ltd.

Gold Standard Ventures Corp.

Integra Gold Corp.

Mason Graphite Inc.

Medallion Resources Ltd.

Midland Exploration Inc.

Namibia Rare Earths Inc.

North American Nickel Inc.

Pilot Gold Inc.

Pretium Resources Inc.

Radisson Mining Resources Inc.

Red Eagle Mining Corp.

Rye Patch Gold Corp.

Source Exploration Corp.

Terraco Gold Corp.

TerraX Minerals Inc.

TomaGold Corp.

Victoria Gold 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.

Pilot Gold Inc.

PolyMet Mining Corp.

Syrah Resources Ltd.

Wellgreen Platinum Ltd.