Streetwise Expert Interviews

Andrew Kaip

BMO Capital Markets' Andrew Kaip Says Get Ready for the Consolidation Wave

Andrew Kaip, managing director of mining equity research at BMO Capital Markets, says the stark reality is that the precious metals sector is only part way through a down cycle and that structural issues will result in a fresh phase of consolidation. He adds that the small to intermediate producers will lead the consolidation charge. In this interview with The Gold Report, Kaip suggests some suitors and prime acquisition candidates.

(12/22/14) More >
John Williams

John Williams: A Downhill Run for the Dollar in 2015

Rosy GDP numbers may have cheered the masses, but John Williams of ShadowStats.com says we're a long way from prosperity. In this interview with The Gold Report, Williams debunks the myth of economic recovery and warns that we still have serious debts to settle. That is why he is recommending caution in 2015 to preserve purchasing power and maintain your standard of living.

(12/17/14) More >
Read more Streetwise Interviews. . .

Be Bold and Seek the Sizzle, Says VSA Capital's Paul Renken

It's time to be bold, says Paul Renken, senior geologist and analyst with London-based VSA Capital, and he likes to see a significant discovery or acquisition that provides a clear path to investor returns. He recommends a veritable laundry list of companies in numerous commodities operating around the world. (12/16/14) More >

Newsletter Briefs

"AR has grown through acquisition and will likely do so again." (12/22/14) Argonaut Gold Inc. - The Gold Report Interview with Andrew Kaip More >

"One of the names we expect to lead future consolidation of the sector is P." (12/22/14) Primero Mining Corp. - The Gold Report Interview with Andrew Kaip More >

"GUY is going to be an acquisition target." (12/22/14) Guyana Goldfields Inc. - The Gold Report Interview with Andrew Kaip More >

"SLW is in the 'flight to quality' group because it is a naturally defensive name." (12/22/14) Silver Wheaton Corp. - The Gold Report Interview with Andrew Kaip More >

"PLG has a lot of moving parts, and 2015 looks to be a big year." (12/12/14) Pilot Gold Inc. - Gwen Preston, Resource Maven More >

"LLG has increased Lac Gueret's Measured and Indicated resource by 31%." (12/15/14) Mason Graphite Inc. - Charlotte McLeod, Resource Investing News More >

"RPM remains in a strong position." (12/11/14) Rye Patch Gold Corp. - Brien Lundin, Gold Newsletter (Jefferson Financial) More >

"PRG is still a buy on our list based on the quality of its management team." (12/11/14) Precipitate Gold Corp. - Brien Lundin, Gold Newsletter (Jefferson Financial) More >

Expert Analysis

"The structure and price of TMM's acquisition appear attractive." (12/18/14) Timmins Gold Corp. - Derek Macpherson, M Partners More >

"TV is the best vehicle for zinc leverage on the Toronto Stock Exchange." (12/18/14) Trevali Mining Corp. - Joseph Gallucci, Dundee Capital Markets More >

"FVI's board approved expansion of the San Jose mine and mill." (12/18/14) Fortuna Silver Mines Inc. - Benjamin Asuncion, Haywood Securities More >

"THO's Escobal silver mine in Guatemala is low cost and long lived, with exploration upside." (12/14/14) Tahoe Resources Inc. - Stephen Walker, RBC Capital Markets More >

"PVG's Brucejack project is expected to begin production in mid-2017." (12/12/14) Pretium Resources Inc. - Dan Rollins, RBC Capital Markets More >

"MND is one of our top picks for its attractively valued growth potential and diverse production mix." (12/18/14) Mandalay Resources Corp. - Raymond James More >

"MAG ranks as one of our top picks." (12/18/14) MAG Silver Corp. - Raymond James More >

"Drilling at VGQ's Coulon confirmed the depth continuity of Lens 257." (12/17/14) Virginia Mines Inc. - Eric Lemieux, PearTree Securities Inc. More >

Learn More About Companies in This Issue

Producers

Alkane Resources Ltd.

Allied Nevada Gold Corp.

Argonaut Gold Inc.

Atna Resources Ltd.

Carbine Tungsten Ltd.

Comstock Mining 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.

Primero Mining Corp.

Richmont Mines 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.

Silver Wheaton Corp.

Terraco Gold Corp.

Virginia Mines Inc.

Vista Gold Corp.

Near-Term Producers

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.

Radisson Mining Resources

Syrah Resources Ltd.

True Gold Mining Inc.

Project Generators

Almaden Minerals Ltd.

Bear Creek Mining Corp.

CopperBank Resources Corp.

Midland Exploration Inc.

Explorers

Almaden Minerals Ltd.

Auryn Resources Inc.

Balmoral Resources Ltd.

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.

Premier Gold Mines Ltd.

Pretium Resources Inc.

Probe Mines Limited

Radisson Mining Resources

Red Eagle Mining Corp.

Rye Patch Gold Corp.

Source Exploration Corp.

Terraco Gold Corp.

TerraX Minerals Inc.

True Gold Mining Inc.

Unigold Inc.

Victoria Gold Corp.

Virginia Mines Inc.

Vista Gold Corp.

WCB Resources Ltd.

Merchant Banks and Funds

Forbes & Manhattan

Zimtu Capital Corp.

Critical and Specialty Metals & Minerals

Alkane Resources Ltd.

Balmoral Resources Ltd.

Carbine Tungsten 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.