Streetwise Expert Interviews

Brien Lundin

Brien Lundin Plays the M&A Game

Mining investors love to talk M&A. The speculation. The buzz. Goldcorp started tongues wagging recently when it made a CA$526 million offer for Probe Mines. Brien Lundin, publisher of Gold Newsletter, believes that deal could start the ball rolling on further M&A. He predicts that as gold flows west to east at an unprecedented rate, the gold price will ultimately come under pressure and carry equity prices dramatically higher in either 2015 or 2016. In this interview with The Gold Report, he suggests that prices have never been lower on some of the most likely names in the M&A game.

(1/28/15) More >
Amanda van Dyke

Why Companies with Female Board Members Outperform Those Without: Amanda van Dyke

Women aren't necessarily better than men, but men and women on boards together make better decisions that lead to higher returns, according to a new study on the impact of women on the boards of mining companies. As a matter of good governance, Amanda van Dyke, chair of Women in Mining (UK), analyzed the performance of companies open to new ideas, including moving beyond the old boys' network, and found that they excelled in profitmaking, environmental and social sustainability, and a host of other factors. Imagine, she challenges shareholders in this interview with The Mining Report, how much more you could make on your investments if a critical mass of the talented and best women in the industry made it to the top.

(1/27/15) More >
Read more Streetwise Interviews. . .

Heiko Ihle: Back to Precious Metals Equity Investing Basics

Investing in mining equities can get rather complicated but Heiko Ihle, managing director at H.C. Wainwright & Co., says precious metals equity investors need to focus on just three criteria: jurisdiction, management and asset viability. (1/26/15) More >

Newsletter Briefs

"AMM has a highly economic project in an area where most major mining companies are comfortable operating." (1/28/15) Almaden Minerals Ltd. - The Gold Report Interview with Brien Lundin More>

"CGT's infill drilling will add significantly to the resource at the Montagne d'Or deposit." (1/28/15) Columbus Gold Corp. - The Gold Report Interview with Brien Lundin More>

"MIN's Gunnison project has great economics for a large copper deposit." (1/28/15) Excelsior Mining Corp. - The Gold Report Interview with Brien Lundin More>

"PRG is one of the best drill-hole plays." (1/28/15) Precipitate Gold Corp. - The Gold Report Interview with Brien Lundin More>

"SOP is getting some great drill results on its Las Minas gold-silver-copper property in Mexico." (1/28/15) Source Exploration Corp. - The Gold Report Interview with Brien Lundin More>

"At least $3.3M is budgeted for MD drilling in 2015, all from partners." (1/27/15) Midland Exploration Inc. - Adrian Day, Global Analyst More>

"The combined company of VGQ and Osisko is a new royalty powerhouse." (1/27/15) Virginia Mines Inc. - Adrian Day, Global Analyst More>

"RIC increased gold production by 45% in 2014." (1/23/15) Richmont Mines Inc. - Christopher De Sousa, Seeking Alpha More>

Expert Analysis

"ALK's ores have continually provided greater gold grades than originally estimated." (1/29/15) Alkane Resources Ltd. - Tom Hayes, Edison Investment Research More>

"The resource for KDX's Fire Creek saw M&I ounces increase by 46%." (1/29/15) Klondex Mines Ltd. - Derek Macpherson, M Partners More>

"ICG plans a 50,000m drill program at its 100%-owned Lamaque project." (1/28/15) Integra Gold Corp. - Kevin MacKenzie, Salman Partners More>

"GUY could rerate with a successful ramp-up of Aurora in mid-2015." (1/28/15) Guyana Goldfields Inc. - Sam Crittenden, RBC Capital Markets More>

"We consider TMM's 2014 operational results encouraging." (1/26/15) Timmins Gold Corp. - Joseph Fazzini, Dundee Capital Markets More>

"Full year production exceeded TV's increased 2014 guidance." (1/22/15) Trevali Mining Corp. - Ian Parkinson, GMP Securities More>

"THO's 5.23 Moz silver production in Q4/14 was slightly ahead of our estimates." (1/20/15) Tahoe Resources Inc. - Geordie Mark, Haywood Securities More>

"Goldcorp's offer for PRB shows that producers value good jurisdiction and assets." (1/20/15) Probe Mines Limited - Ali Khan, Edgecrest Capital More>

Learn More About Companies in This Issue

Producers

Alkane Resources Ltd.

Allied Nevada Gold Corp.

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.

Virginia Mines Inc.

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

Almaden Minerals Ltd.

Bear Creek Mining Corp.

Midland Exploration Inc.

Explorers

Almaden Minerals Ltd.

Auryn Resources Inc.

Balmoral Resources Ltd.

Callinex Mines Inc.

Clifton Star Resources Inc.

Columbus Gold Corp.

Commerce Resources Corp.

Continental Gold Ltd.

Exeter Resource Corp.

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.

Precipitate Gold Corp.

Pretium Resources Inc.

Probe Mines Limited

Radisson Mining Resources Inc.

Red Eagle Mining Corp.

Rye Patch Gold Corp.

Source Exploration Corp.

Terraco Gold Corp.

TerraX Minerals Inc.

Unigold Inc.

Victoria Gold Corp.

Virginia Mines Inc.

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.

PolyMet Mining Corp.

Syrah Resources Ltd.

Wellgreen Platinum Ltd.