Streetwise Expert Interviews

Keith Phillips

Keith Phillips: M&A Prey Offer Compelling Buying Opportunities

Keith Phillips, a managing director and head of Cowen & Company's Mining Investment Banking Group, says strong companies with solid balance sheets are on the hunt for precious metals development projects or small producers trading at steep discounts. In this interview with The Gold Report, Phillips explains that these juniors represent unprecedented value for acquirers with longer-term goals, and he tracks some potential M&A prey. (8/27/14) More >


Luke Smith

Canaccord's Luke Smith: Five Aussie Companies with Cash Flows, Low Costs and MOUs

Now more than ever, only select mining companies are attracting investors. Luke Smith, head of mining research for Canaccord Genuity in Melbourne, argues that low costs, increasing cash flows and improved net cash positions are crucial for gold companies. Solid contracts with end-users and strong institutional support are crucial for commodities. In this interview with The Mining Report, Smith highlights two undervalued Australian gold companies and three Australian companies in graphite and lithium that have already seen explosive share growth and appear poised for even greater gains. (8/26/14) More >


Read more Streetwise Interviews. . .

including Keep the Faith, Says Michael Fowler: Juniors and Midtiers Poised for M&A-Fueled Breakout Once Gold Recovers (8/25/14) More >

Newsletter Briefs

"LIO is making tremendous progress on its Tuvatu gold project in Fiji." (8/26/14) Lion One Metals Ltd. - Lawrence Roulston, Resource Opportunities More >

"BAR reported further high-grade nickel-copper-PGE intercepts at Grasset." (8/26/14) Balmoral Resources Ltd. - Lawrence Roulston, Resource Opportunities More >

"TXR's prospecting results confirmed the presence of additional zones." (8/26/14) TerraX Minerals Inc. - Lawrence Roulston, Resource Opportunities More >

"A rising gold price can send the value of PVG's Snowfield soaring." (8/23/14) Pretium Resources Inc. - Ben Kramer-Miller, Seeking Alpha More >

"GSV's Railroad project is an outstanding exploration target that is potentially very large and high grade." (8/27/14) Gold Standard Ventures Corp. - The Gold Report Interview with Keith Phillips More >

"THO's Escobal silver mine in Guatemala is truly world class." (8/27/14) Tahoe Resources Inc. - The Gold Report Interview with Keith Phillips More >

"NG's Donlin is one of the premier undeveloped gold assets in the world." (8/27/14) NOVAGOLD - The Gold Report Interview with Keith Phillips More >

"GUY's high-grade, open-pit gold project is fully permitted, fully financed and in construction." (8/27/14) Guyana Goldfields Inc. - The Gold Report Interview with Keith Phillips More >

Expert Analysis

"FVI's global resources have demonstrated significant growth, increasing 57% year over year." (8/27/14) Fortuna Silver Mines Inc. - Benjamin Asuncion, Haywood Securities More >

"CCE's Ashram is leading the pack, while its peers are lagging in terms of economics and commercial viability." (8/27/14) Commerce Resources Corp. - Stephan Bogner, Rockstone Research Ltd. More >

"We are raising our target price on AKG." (8/26/14) Asanko Gold Inc. - Joe Mazumdar, Canaccord Genuity More >

"We expect ongoing drill results from PG's Cove project in Nevada." (8/26/14) Premier Gold Mines Ltd. - Christos Doulis, PI Financial More >

"AR reported total resources of 910 Koz Au and 30.7 Moz Ag at San Agustin." (8/22/14) Argonaut Gold Inc. - Andrew Kaip, BMO Capital Markets More >

"SLW's production should total 35 Moz Ag eq in 2014 and 48 Moz in 2018." (8/23/14) Silver Wheaton Corp. - Trefis More >

"CMM is fully financed to begin production at its 6.4 Mtpa Castle Mountain gold project." (8/22/14) Castle Mountain Mining Co. Ltd. - Joe Mazumdar, Canaccord Genuity More >

"NUG now is funded through the 70% earn-in of its Iceberg project." (8/19/14) NuLegacy Gold Corporation - Derek Macpherson, M Partners More >

Learn More About Companies in This Issue

Producers

Alkane Resources Ltd.

Allied Nevada Gold Corp.

Argonaut Gold Inc.

Carbine Tungsten Ltd.

Comstock Mining Inc.

Energizer Resources 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.

Orvana Minerals Corp.

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.

Premier Gold Mines Ltd.

Silver Wheaton Corp.

Terraco Gold Corp.

Virginia Mines Inc.

Near-Term Producers

Asanko Gold Inc.

Continental Gold Ltd.

DNA Precious Metals Inc.

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.

Ucore Rare Metals Inc.

Project Generators

Almaden Minerals Ltd.

Midland Exploration Inc.

Explorers

Almaden Minerals Ltd.

Arianne Phosphate Inc.

Balmoral Resources Ltd.

Brazil Resources Inc.

Castle Mountain Mining Co. Ltd.

Cayden Resources Inc.

Clifton Star Resources Inc.

Columbus Gold Corp.

Commerce Resources Corp.

Confederation Minerals Ltd.

Continental Gold Ltd.

Eagle Hill Exploration Corp.

Gold Standard Ventures Corp.

Inception Mining Inc.

Integra Gold Corp.

Lion One Metals Ltd.

Mason Graphite Inc.

Medallion Resources Ltd.

Midland Exploration Inc.

Mkango Resources Ltd.

Namibia Rare Earths Inc.

North American Nickel Inc.

Pasinex Resources Ltd.

Pilot Gold Inc.

Premier Gold Mines Ltd.

Pretium Resources Inc.

Prima Fluorspar Corp.

Probe Mines Limited

Red Eagle Mining Corp.

Rye Patch Gold Corp.

Soltoro Ltd.

Source Exploration Corp.

Terraco Gold Corp.

TerraX Minerals Inc.

True Gold Mining 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.

Arianne Phosphate Inc.

Commerce Resources Corp.

Energizer Resources Inc.

Energy Fuels Inc.

Focus Graphite Inc.

Mandalay Resources Corp.

Mason Graphite Inc.

Medallion Resources Ltd.

Midland Exploration Inc.

Mkango Resources Ltd.

Namibia Rare Earths Inc.

North American Nickel Inc.

Northern Minerals Ltd.

Syrah Resources Ltd.

Ucore Rare Metals Inc.