Streetwise Expert Interviews

David H. Smith

David Smith: Love and Fear Trade Buying Will Drive Metals, and These Miners Higher. . .This Year!

Despite their recent underperformance, David H. Smith, Senior Analyst with The Morgan Report, remains bullish on precious metals, especially silver and palladium, as the "love trade" heats up and the global economy adds more debt to the system. Smith believes that the secular bull run in precious metals will be reignited later this year and that investors should take advantage of the regular volatility native to silver prices. In this interview with The Gold Report, Smith provides some of the silver and platinum group metals equity names he owns and that could offer significant upside, even from current prices.

(4/1/15) More >
Tony Robson Jessica Fung

Why BMO's Tony Robson and Jessica Fung Say Buy, Hold Large Caps Until Commodity Cycle Rebounds

The fundamental difference between mining companies and investors is that they have very different realities in which they make investment decisions, says BMO Capital Markets Commodities Analyst Jessica Fung. She joined BMO Managing Director and Co-Head of Global Mining Research Tony Robson in a candid discussion with The Mining Report about the near- and medium-term prognosis for mining markets, as well as the outlook for copper, nickel and iron. While both Fung and Robson recommend waiting for the inevitable upturn in the commodities cycle, Robson says that in the meantime investors would do well to park their cash with some of the large, dividend-paying diversified miners until commodity prices recover, and he discusses three large caps and a couple of smaller names.

(3/31/15) More >
Read more Streetwise Interviews. . .

Chen Lin's Secret to Finding the Next Goldcorp

Chen Lin, author of the popular stock newsletter What Is Chen Buying? What Is Chen Selling?, knows the smart time to look for the next big gold company is when everyone else has left the sector. With China making moves to invest trillions in commodity-hungry infrastructure, Lin is traveling the world looking for the companies with the right projects in the right places making all the right moves. (3/30/15) More >

Newsletter Briefs

"AXU has moved its cost structure way down." (4/1/15) Alexco Resource Corp. - The Gold Report Interview with David H. Smith Moreá>

"WG has a robust PGM project worthy of attention." (4/1/15) Wellgreen Platinum Ltd. - The Gold Report Interview with David H. Smith Moreá>

"We wouldn't be surprised to see Nordgold buy out CGT's Paul Isnard project." (3/31/15) Columbus Gold Corp. - Thibaut Lepouttre, Caesars Report Moreá>

"CNL is an attractive M&A candidate." (3/31/15) Continental Gold Ltd. - The Mining Report Interview with Tony Robson Moreá>

"We recently produced some research on junior gold companies, and we found AKG looking quite attractive." (3/31/15) Asanko Gold Inc. - The Mining Report Interview with Tony Robson Moreá>

"PVG's Brucejack is a very high-grade, low-cost, exciting story." (3/30/15) Pretium Resources Inc. - The Gold Report Interview with Chen Lin Moreá>

"RD's San Ramon gold mine project is now nearly set to go ahead." (3/25/15) Red Eagle Mining Corp. - Charlotte McLeod, Resource Investing News Moreá>

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

Expert Analysis

"We remain bullish on KTN's exploration potential at La Negra." (3/31/15) Kootenay Silver Inc. - Philip Ker, PI Financial Moreá>

"We view GUY's Aurora gold project favorably." (3/31/15) Guyana Goldfields Inc. - Phil Russo, Raymond James Moreá>

"TV announced the startup of underground mine production at Caribou." (3/31/15) Trevali Mining Corp. - Stefan Ioannou, Haywood Securities Moreá>

"KDX is another step closer to narrowing the valuation gap with peers." (3/30/15) Klondex Mines Ltd. - Derek Macpherson, M Partners Moreá>

"SLW's Q4/14 and FY14 were closely in line with our expectations." (3/27/15) Silver Wheaton Corp. - Charles Gibson, Edison Investment Research Moreá>

"ICG's Triangle zone mineralization is extending laterally and at depth." (3/25/15) Integra Gold Corp. - Kevin MacKenzie, Salman 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>

"Red Eagle's permitting news also bodes well for CNL and its neighboring Buritica project." (3/10/15) Continental Gold Ltd. - Joseph Fazzini, Dundee 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.

Kootenay Silver Inc.

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.

Kootenay Silver Inc.

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.