Streetwise Expert Interviews

Michael Fowler Says Forget the Majors, Buy the Midtiers

According to Michael Fowler, senior mining analyst with Loewen, Ondaatje & McCutcheon, the major gold producers have gorged on debt and sold off their seed corn. In other words, they pursued exactly the wrong strategy in the past and are now paying the piper. The intermediates, on the other hand, have better balance sheets, positive cash flow and prospects for growth. In this interview with The Gold Report, Fowler highlights five producers prospering against the odds, and three companies with near-term projects likely to be taken out.

(1/21/15) More >

Which Commodity Horses Will Be Up and Which Down on Joe Reagor's Merry-Go-Round?

Metals are like horses in a merry-go-round, believes Joe Reagor of ROTH CapitalŚas some rise, others fall. In this interview with The Mining Report, Reagor explains how looming surpluses, shortages and reduced confidence in central banks will be negative for copper but positive for silver, gold, uranium and, especially, zinc. And he suggests a handful of companies in these sectors that look to be best in show.

(1/20/15) More >
Read more Streetwise Interviews. . .

Eric Coffin: Is Market Sentiment Shifting to Gold?

Eric Coffin, the publisher of Hard Rock Analyst, explains how changes in the currency and energy markets have reignited interest in the gold sector, and suggests five gold explorers, plus one each in copper and uranium, poised to profit from the new economic realities. (1/19/15) More >

Newsletter Briefs

"GCM has reduced all-in costs at Segovia." (1/22/15) Gran Colombia Gold Corp. - David Morgan, Silver-Investor.com Moreá>

"KDX remains one of the best gold miners." (1/20/15) Klondex Mines Ltd. - Ben Kramer-Miller, Seeking Alpha Moreá>

"At year-end, construction at AKG's Asanko mine was 24% complete." (1/17/15) Asanko Gold Inc. - Brent Cook, Exploration Insights Moreá>

"GUY is the type of company that is likely to be taken out in 2015." (1/21/15) Guyana Goldfields Inc. - The Gold Report Interview with Michael Fowler Moreá>

"PVG has a very high-grade deposit, which suggests the ability to be financed." (1/21/15) Pretium Resources Inc. - The Gold Report Interview with Michael Fowler Moreá>

"What's exciting about SAS is the Taylor deposit, its next development play." (1/21/15) St Andrew Goldfields Ltd. - The Gold Report Interview with Michael Fowler Moreá>

"MIN's Gunnison project has extremely good logistics." (1/19/15) Excelsior Mining Corp. - The Gold Report Interview with Eric Coffin Moreá>

"VIT is focused on discovering new near-surface zones that would have the biggest impact on project economics." (1/19/15) Victoria Gold Corp. - The Gold Report Interview with Eric Coffin Moreá>

Expert Analysis

"TV's 2014 production performance at Santander is one of the best start-up years we have seen." (1/22/15) Trevali Mining Corp. - Joseph Gallucci, Dundee Capital Markets Moreá>

"P has secured capital for expansion of the mill at San Dimas and expansion of Black Fox." (1/21/15) Primero Mining Corp. - Mike Parkin, Desjardins Securities Moreá>

"THO's 2014 production of 20.3 Moz silver was at the upper end of the guidance range." (1/20/15) Tahoe Resources Inc. - Andrew Kaip, BMO Capital Markets Moreá>

"Infill drilling at AXR's Christal zone returned impressive results." (1/20/15) Alexco Resource Corp. - Christos Doulis, PI Financial Moreá>

"PRB received a $5/share-in-stock takeover offer from Goldcorp." (1/19/15) Probe Mines Limited - Tyron Breytenbach, Cormark Securities Moreá>

"We estimate SLW's earnings per share (excluding Pascua-Lima) of $1.50 in FY/19." (1/19/15) Silver Wheaton Corp. - Charles Gibson, Edison Investment Research Moreá>

"Highlights from ICG's revised PEA for Lamaque include an IRR of 59%." (1/16/15) Integra Gold Corp. - Mick Carew, Haywood Securities Moreá>

"RIC's C zone discovery is a transformative, long-mine-life asset." (1/16/15) Richmont Mines Inc. - Michael Gray, Macquarie Capital Markets Moreá>

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.

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.

Eagle Hill Exploration Corp.

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.