Streetwise Expert Interviews

Chen Lin

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. In this interview with The Gold Report, he shares some of the insights from his recent travels and discusses three companies with potential to be the next Goldcorp.

(3/30/15) More >
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Ralph Aldis: How the Five Principles of Capital Allocation Can Mean Gold Mining Success

Ralph Aldis, portfolio manager with U.S. Global Investors, argues that few in the mining industry understand that the proper allocation of capital and the valuation of assets are the two criteria that separate the winners from the losers. Aldis highlights a dozen gold miners that get it and are likely to flourish even with continued low gold prices. (3/25/15) More >

Newsletter Briefs

"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>

"ICG's prefeasibility study will show an after-tax NPV5% of ~CA$200M." (3/24/15) Integra Gold Corp. - Thibaut Lepouttre, Caesars Report Moreá>

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

"MAG is in a strong financial position." (3/23/15) MAG Silver Corp. - Tickerscores Moreá>

"RPM being taken out by Coeur should be a slam dunk." (3/25/15) Rye Patch Gold Corp. - The Gold Report Interview with Ralph Aldis Moreá>

"MND is one of our top five holdings." (3/25/15) Mandalay Resources Corp. - The Gold Report Interview with Ralph Aldis Moreá>

"RIC is a company with new management doing the right things." (3/25/15) Richmont Mines Inc. - The Gold Report Interview with Ralph Aldis Moreá>

Expert Analysis

"With a backlog of ~$100M of business, AXR's AEG has many years ahead." (3/27/15) Alexco Resource Corp. - Christos Doulis, PI Financial Moreá>

"We expect SLW to generate free cash flow of $1.7B over FY15ľFY19." (3/19/15) Silver Wheaton Corp. - Andrew Quail, Goldman Sachs Moreá>

"KDX's earnings per share came in ahead of estimates." (3/25/15) Klondex Mines Ltd. - Derek Macpherson, M 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>

"AKG is well funded ($334M) to deliver steady state production." (3/25/15) Asanko Gold Inc. - Joe Mazumdar, Canaccord Genuity Moreá>

"We maintain our Buy rating on P." (3/19/15) Primero Mining Corp. - Joseph Fazzini, Dundee Capital Markets Moreá>

"Joint funding of PLG's TV Tower project will allow for increased drilling." (3/20/15) Pilot Gold Inc. - Tara Hassan, Haywood Securities Moreá>

"In 2014, AR built its cash balance by $6.9M in a depressed market." (3/16/15) Argonaut Gold Inc. - Andrew Kaip, BMO 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.

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.

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.