Streetwise Expert Interviews

Olivier Tielens

European Investor Olivier Tielens: In a Sideways Gold Market, Explorers Offer the Most Upside

It is a wonderful thing for miners to increase production and cut costs, says private investor Olivier Tielens. Unfortunately, in today's market, producers are not getting great prices for their gold and silver. In this interview with The Gold Report, Tielens argues that investors with positions in explorers that make discoveries realize immediate and major gains. In addition, he names four juniors with a high likelihood of positive reratings in 2015.

(2/25/15) More >
Lawrence Roulston

Where is the Smart Money Going in Mining? Lawrence Roulston's Answer May Surprise You

Forget all the doom and gloom you hear about junior miners, says Lawrence Roulston, president of Quintana Resources Capital ULC. Canny investors should pay close attention to the flood of new money entering the sector and note carefully where it is going. In this interview with The Mining Report, Roulston presents a host of undervalued gold and silver miners with management that is not only advancing projects but, more important, enhancing shareholder value. As a bonus, many of these companies will likely be taken out at handsome premiums.

(2/24/15) More >
Read more Streetwise Interviews. . .

Modest Tailwinds Could Blow Life into Mining Equities in 2015: Shane Nagle

Lower oil prices in concert with currency devaluation versus the U.S. greenback in established mining jurisdictions like Mexico and Canada could translate into sustainably increased operating margins at some operations and a rally in precious and base metals equities, says Shane Nagle, mining analyst with Toronto-based National Bank Financial. (2/23/15) More >

Newsletter Briefs

"MD is a well-run company with cash, access to cash and 10 active JVs, which is remarkable." (2/25/15) Midland Exploration Inc. - The Gold Report Interview with Olivier Tielens More >

"LGO has made progress toward a debt restructuring agreement." (2/23/15) Largo Resources Ltd. - Resource Investing News More >

"I am adding AUG as a top pick." (2/20/15) Auryn Resources Inc. - Jay Taylor, Gold, Energy & Tech Stocks More >

"For speculative investors in CNX stock, the odds favor significant gains." (2/20/15) Callinex Mines Inc. - Jay Taylor, Gold, Energy & Tech Stocks More >

"RIC's operating cash flow jumped 689% in 2014 to $27.3M." (2/19/15) Richmont Mines Inc. - Hard Asset Investments, Seeking Alpha More >

"BAR has benefitted recently from investment by smart, contrarian investors." (2/24/15) Balmoral Resources Ltd. - The Mining Report Interview with Lawrence Roulston More >

"The NorthMet project could be a game changer for POM." (2/16/15) PolyMet Mining Corp. - Resource Investing News Interview with Chris Krueger More >

"PLG has hit some promising copper-gold porphyry mineralization at its TV Tower project." (2/23/15) Pilot Gold Inc. - The Gold Report Interview with Shane Nagle More >

Expert Analysis

"SLW has $230M cash on hand and strong projected cash flow." (2/24/15) Silver Wheaton Corp. - Andrew Kaip, BMO Capital Markets More >

"We expect GPR's overall grades to increase while cash costs fall at San Ignacio." (2/24/15) Great Panther Silver Ltd. - Heiko Ihle, H.C. Wainwright & Co. More >

"The initial reserves reported greatly improve KDX's near-term visibility." (2/23/15) Klondex Mines Ltd. - Josh Wolfson, Dundee Capital Markets More >

"We are initiating coverage on PVG with a Speculative Buy rating." (2/23/15) Pretium Resources Inc. - Joe Mazumdar, Canaccord Genuity More >

"CNL announced another solid round of drill results at Buritica." (2/19/15) Continental Gold Ltd. - Dan Rollins, RBC Capital Markets More >

"Development is on track for mine commissioning at MAG's Juanicipio." (2/19/15) MAG Silver Corp. - Kevin MacKenzie, Salman Partners More >

"We regard MND as a top quality story and sound investment option." (2/18/15) Mandalay Resources Corp. - Chris Thompson, Raymond James More >

"Ana Paula could yield ~170% growth to TMM's production profile." (2/18/15) Timmins Gold Corp. - Philip Ker, PI Financial 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.

Canamex Resources Corp.

Clifton Star Resources Inc.

Columbus Gold Corp.

Commerce Resources Corp.

Continental Gold Ltd.

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.

Radisson Mining Resources Inc.

Red Eagle Mining Corp.

Rye Patch Gold Corp.

Source Exploration Corp.

Terraco Gold Corp.

TerraX Minerals 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.

Pilot Gold Inc.

PolyMet Mining Corp.

Syrah Resources Ltd.

Wellgreen Platinum Ltd.