Streetwise Expert Interviews

Richard Karn

Night of the Living Dead Miners: Rare Earth 'Zombies' Attack the ASX and TSX

In 2010, rare earth and specialty metals market froth had speculators throwing money at a sector they didn't understand, and opportunistic resource company managers stepped up to take their money. Two years later, so-called zombies, the walking dead companies, lurk on the TSX and ASX exchanges, all talk and no product. As Richard Karn of Emerging Trends Report explains in his interview with The Mining Report, anemic cash flows will put many of these zombies to rest in the coming year, while the survivors—the companies that can drop a sample on an end-user's desk for evaluation—will finally see the light of day. (4/22/14) More >


Willem  Middelkoop Terence van der Hout

Willem Middelkoop and Terence van der Hout: Turnaround Stories Revolve Around Proven Management

Willem Middelkoop and Terence van der Hout of the Netherlands-based Commodity Discovery Fund believe that when the world's reserve currency is reset away from the U.S. dollar in the next decade, gold prices will rise and mining equities will follow. Van der Hout and Middelkoop tell The Gold Report that by focusing on producers, near-producers and turnaround stories, they plan to capitalize on the opportunities in North America, Africa and beyond. (4/21/14) More >


Read more Streetwise Interviews...

including Salman Partners' Raymond Goldie: Copper Is Pathological and Suffers from SAD, but It Has Value (4/16/14) More >

Newsletter Briefs

"CNQ has fine-tuned operations over the last 22 months, growing average production to 1,500 MTU/month." (4/22/14) Carbine Tungsten Ltd. - The Mining Report Interview with Richard Karn More >

"ALK is one of the few companies in the space that has been able to deliver samples across its entire product line for end-users to evaluate." (4/22/14) Alkane Resources Ltd. - The Mining Report Interview with Richard Karn More >

"PRB's discovery is important for Ontario because it changes the whole geological understanding of this part of Canada." (4/21/14) Probe Mines Limited - The Gold Report Interview with Willem Middelkoop and Terence van der Hout More >

"FVI's silver production jumped 55% and gold more than 80% YOY." (4/14/14) Fortuna Silver Mines Inc. - Frik Els, Mining.com More >

"AMM can create considerable shareholder value by developing Ixtaca." (4/11/14) Almaden Minerals Ltd. - Jay Taylor, Gold, Energy & Tech Stocks More >

"CGT's aggressive plans at Paul Isnard make it a Buy." (4/10/14) Columbus Gold Corp. - Brien Lundin, Gold Newsletter (Jefferson Financial) More >

"CYD has always been a smart money play and is a strong Buy." (4/10/14) Cayden Resources Inc. - Brien Lundin, Gold Newsletter (Jefferson Financial) More >

"FRA just raised money on the debt and equity side. The next step is to turn the company into a producer." (4/15/14) Freyja Resources Inc. - The Mining Report Interview with Etienne Moshevich More >

Expert Analysis

"SCZ is a top junior silver miner with near-term cash flow and significant development upside." (4/17/14) Santacruz Silver Mining Ltd. - Chris Thompson, Raymond James More >

"PVG's Valley of the Kings zone will generate both interest in the company and working capital." (4/17/14) Pretium Resources Inc. - Jeff Killeen, CIBC World Markets More >

"P's assets, treasury and growth stand out among its peers; it's a Buy." (4/16/14) Primero Mining Corp. - Brian Szeto, PI Financial More >

"AR has potential to grow gold production by 35% by 2017." (4/16/14) Argonaut Gold Inc. - Mike Parkin, Desjardins Securities More >

"MND expanded Au-Ag-Sb production in Chile and Australia." (4/15/14) Mandalay Resources Corp. - Benjamin Asuncion, Haywood Securities More >

"As TV continues to optimize Santander, we would expect to see increases in the cash-flow multiple and stock price." (4/15/14) Trevali Mining Corp. - Barry Allan, Mackie Research Capital More >

"SVL produced 201 Koz silver and 7.5 Koz gold during Q1/14." (4/15/14) SilverCrest Mines Inc. - Benjamin Asuncion, Haywood Securities More >

"We rate TGM Sector Outperform." (4/14/14) True Gold Mining Inc. - Ovais Habib, Scotia Capital More >

Learn More About Companies in This Issue

Producers

Allied Nevada Gold Corp.

Argonaut Gold Inc.

Carbine Tungsten Ltd.

Comstock Mining Inc.

Excellon Resources Inc.

Fortuna Silver Mines Inc.

Goldcorp Inc.

Great Panther Silver Ltd.

Mandalay Resources Corp.

Metanor Resources Inc.

Orvana Minerals Corp.

Primero Mining Corp.

Richmont Mines Inc.

Santacruz Silver Mining Ltd.

Sierra Metals Inc.

SilverCrest Mines Inc.

St Andrew Goldfields Ltd.

Timmins Gold Corp.

Trevali Mining Corp.

Near-Term Producers

Alkane Resources Ltd.

Focus Graphite Inc.

Freyja Resources Inc.

Guyana Goldfields Inc.

Integra Gold Corp.

Klondex Mines Ltd.

MAG Silver Corp.

Northern Graphite Corporation

Northern Minerals Ltd.

NOVAGOLD

NovX21 Inc.

Pershing Gold Corp.

Royal Nickel Corp.

Tahoe Resources Inc.

True Gold Mining Inc.

Ucore Rare Metals Inc.

Project Generators

Almaden Minerals Ltd.

Midland Exploration Inc.

Explorers

Almaden Minerals Ltd.

Arianne Phosphate Inc.

Balmoral Resources Ltd.

Brazil Resources Inc.

Cayden Resources Inc.

Clifton Star Resources Inc.

Columbus Gold Corp.

Commerce Resources Corp.

Confederation Minerals Ltd.

Continental Gold Ltd.

Energizer Resources Inc.

Gold Standard Ventures Corp.

Integra Gold Corp.

Lion One Metals Ltd.

Mason Graphite Inc.

Medallion Resources Ltd.

Midland Exploration Inc.

Mkango Resources Ltd.

Namibia Rare Earths Inc.

NuLegacy Gold Corporation

Pasinex Resources Ltd.

Pilot Gold Inc.

Premier Gold Mines Ltd.

Pretium Resources Inc.

Prima Fluorspar Corp.

Probe Mines Limited

Red Eagle Mining Corp.

Roxgold Inc.

Rye Patch Gold Corp.

Santacruz Silver Mining Ltd.

Southern Arc Minerals Inc.

Terraco Gold Corp.

True Gold Mining Inc.

Unigold Inc.

Victoria Gold Corp.

Virginia Mines Inc.

Merchant Banks and Funds

Forbes & Manhattan

Zimtu Capital Corp.

Royalty Companies

Franco-Nevada Corp.

Premier Gold Mines Ltd.

Terraco Gold Corp.

Virginia Mines Inc.

Critical and Specialty Metals & Minerals

Alkane Resources Ltd.

Arianne Phosphate Inc.

Commerce Resources Corp.

Energizer Resources Inc.

Energy Fuels Inc.

Focus Graphite Inc.

Mandalay Resources Corp.

Mason Graphite Inc.

Medallion Resources Ltd.

Midland Exploration Inc.

Mkango Resources Ltd.

Namibia Rare Earths Inc.

Northern Graphite Corporation

Northern Minerals Ltd.

NovX21 Inc.

Royal Nickel Corp.

Ucore Rare Metals Inc.