Streetwise Reports' Article Archives — July 2012 back to current month (135)
Rare Earths and Graphite—The Critical Factors for Success: Gareth Hatch (07/31/2012)
Comparisons are useful in evaluating a company, but in the rare earth market, it's not as simple as a spreadsheet. With so many variables in the mix, no two projects are exactly alike, and each has its relative strengths and weaknesses. But out of hundreds of juniors digging for rare earths and graphite, how can investors evaluate who is likely to be among the handful to finally sell their minerals to end users? In this exclusive interview with The Critical Metals Report, Technology Metals Research Founding Principal Gareth Hatch examines the supply chain to identify advanced companies with good odds for success. He also shares some telling metrics that help show how companies measure up to their peers.
Have You Overlooked This Piece of the US Economic Puzzle? (07/31/2012)
"In some ways, gaining an understanding of the U.S. economy and its current trajectory is as simple as recognizing a few fundamental facts."
World's Gold Deposits Are Drying Up (07/31/2012)
"Of the 439 mines or deposits over 1 Moz, only 189 are in production and have an owner with over $1.8B market capitalization. The remainder are owned by juniors, private companies or government-sponsored enterprises."
Gold and Silver Await the Starting Gun (07/31/2012)
"This week is another political week in that we have meetings across the board involving the ECB and the Federal Reserve followed by the job numbers on Friday. All of these have an effect on the investment community in that investment funds tend to stay on the sidelines until the direction of the markets becomes clear."
Most-Accurate Gold Forecasters Split over Gold's Next Step (07/31/2012)
"The only three analysts to correctly predict gold's biggest quarterly slump in four years are now split, reflecting investors' diverging views on the probability of central banks doing more to shore up growth."
Junior Miners Still Giving the Street Something to Talk About: Philip Ker (07/30/2012)
Which junior miners are giving the Street something to talk about? Some shining examples of promising companies with good balance sheets do exist despite what seems like a market dominated by bad news. In this exclusive interview with The Gold Report, Philip Ker, an analyst with Vancouver-based Union Securities, shares the good news his latest site visits have revealed about projects in Nevada and Mexico.
Some Smaller Gold and Silver Miners Pay Decent Dividends, Too (07/30/2012)
"There aren't many precious metal producers issuing dividends, but there is a good handful, and they are serious about sharing profits."
Gold Investors Waiting for Signal (07/30/2012)
"Prices for gold bullion fell below $1,620/oz during Monday morning's London session, slightly below last week's close, while stocks gained and U.S. Treasuries fell, with markets focused on key monetary policy decisions due later in the week."
Gold ETFs Turn Higher on ECB Pledge as Central Banks Meet (07/30/2012)
"Silver ETP holdings have been on a modest upward trend since early July, indicating some investors view the recent silver price range as a good entry point."
Silver Prices Ready for QE3 (07/30/2012)
"Just look at what silver prices did after Bernanke announced QE2. From August 2010 to August 2011, silver prices gained 141% to hit more than $43/oz."
Challenging the Paradigms of Investing (07/30/2012)
"For all the hype over recent tech IPOs, did you know that investors have lost more money in Groupon and Facebook than the entire assets in all of the gold funds?"
The Federal Reserve, Gold, Oil, & the Dollar's Demise (07/29/2012)
"Over the longer term, a weak dollar is positive for precious metals and other hard assets."
Harry Dent's Formula for Surviving the Great Bust Ahead (07/27/2012)
With a perfect storm brewing on the horizon, investors should be building their cash cache and running for cover, warns Harry Dent, author of The Great Crash Ahead. In this exclusive interview with The Gold Report, Dent explains how central bank stimulus programs are fighting a futile battle because a huge army of aging baby boomers has reached the stage in their economic lifecycles when they curb spending. How is Dent preparing for the gathering storm? Read on. . .
Gold Set for Gain on Week (07/27/2012)
"Spot market gold bullion hit a five-week high at $1,625/oz during Friday morning's London trading, on course for a weekly gain that would see the pattern of alternating up and down weeks stretched to week number 11."
Hong Kong's Largest Gold Bullion Vault Signals Rising Asian Wealth (07/27/2012)
"Hong Kong's largest gold-storage facility, which can hold about 22% of the bullion now in Fort Knox, will open in September to meet rising demand from banks and the wealthy."
Will the Market’s Direction Determine the Presidency? (07/27/2012)
"Despite the S&P’s wild ride, the market is significantly higher than when Obama took the oath. Does this ensure a victory for the 2012 election?"
Investing in Silver: States Support Move to Metals as Dollar Weakens (07/27/2012)
"While still a long way off from becoming mainstream, trading dollars for coins has won over more and more Americans who have never seen the national debt climb so high."
Gold Pares Gain After GDP Data but Remains Higher After Technical Momentum (07/27/2012)
"Traders have been keying off major U.S. economic reports for some time now as they try to gauge whether data will mean any more monetary easing from the Federal Open Market Committee."
On the Hunt for a Tenbagger Gold Miner (07/27/2012)
"There are some tenbagger gold miners out there, says one of Australia's best fund managers, if you know where to dig."
Platinum: 'Little Silver' v. Big Gold (07/27/2012)
"Gold's use is ultimately social, having been a thing of beauty, symbol of power, store of value and a means of exchange since the earliest civilizations, while platinum is primarily an industrial metal, which isn't helping platinum versus the gold price one bit right now."
Investing in Silver: States Support Move to Metals as Dollar Weakens (07/27/2012)
"Worries that the U.S. dollar is on the cusp of a collapse have lawmakers from more than a dozen states (up from just three in the past few years) seeking approval from their state governments to either issue their own alternative currency or use gold and silver as a currency for settlement of state-related transactions."
Is Gold Ready to Run to All-Time Highs? (07/26/2012)
"I fully expect gold to continue past the $1,900/oz area and run to $2,300/oz or higher in a Wave 5 rally into the summer of 2013."
Two Keys to Gold's Next Breakout (07/26/2012)
"If history repeats, gold will, by this fall, be poised to benefit from both a relative strength increase as well as a historic long-term 'oversold' signal."
London's Olympic Gold Medal Worth the Most in the History of the Games (07/26/2012)
"The 'podium value' of the London gold medal is worth approximately $708, according to the World Gold Council. It is the highest value of any gold medal in the history of the modern games, primarily because of the record high prices for gold and silver."
Vertical Integration: The Big Decision for REE Players (07/26/2012)
"For REE miners, life is not so simple as it for those who mine gold, copper, coal or iron ore. You have to go a lot further downstream—but just how far?"
Three Steps to Rare Earth Mining Success: Alex Knox (07/25/2012)
It's a complicated business, but Alex Knox has a simple recipe for successful rare earth mining. In this exclusive interview with The Critical Metals Report, Alex Knox of AWK Geological Consulting discusses some exciting projects with all the right ingredients, as well as a technique that makes processing both profitable and environmentally friendly.
How to Find the Next Tenbagger in Peru: Maria Belen Vega and Ricardo Carrion (07/25/2012)
In a tough market for junior gold shares over the past three years, Peruvian mining stocks have outperformed the mining indexes. Peru is a booming economy with well-defined mining laws and a vocal mining protest movement that could be playing a constructive role in future development. In this exclusive interview with The Gold Report, Maria Belen Vega and Ricardo Carrión of Kallpa Securities in Lima, Peru, analyze the protest situation and clarify the role of mining as one of the leading sectors of the economy. Junior companies they follow include mine developers, producers and a "pure Peru play" explorer; some of these companies could repeat the outsized performance of the last few years and become tenbaggers.
Gold Rallies with Euro (07/25/2012)
"Gold prices have tended to rally this year in advance of events such as Fed announcements and Congressional testimony by Fed chairman Ben Bernanke, but have subsequently retreated in the absence of explicit signals that more QE would take place."
Gold Will Regain Its Safe-Haven Appeal (07/25/2012)
"More and more of the people will stop being fooled by governments and their fiat currencies and move to protect whatever wealth they may have left. And the likely route for this will be by investing in gold."
Palladium: Nowhere But Up? (07/25/2012)
"Of all the precious metals of interest to investors, palladium may be the one to watch going into the second half of 2012."
Potential for Stimulus Supports Gold (07/25/2012)
"Seasonally speaking, gold has entered the second half of the year where prices, at least on a seasonal basis, tend to have upside bias due to factors having little to do with world economies."
New Graphite Mines Coming On-Line Soon (07/25/2012)
"Prices for graphite were some of the last to respond to the commodity supercycle."
With Gold Prices Flat, It's Time for Junior Miners to Shine (07/24/2012)
"The junior miners are undervalued enough that they still have some headroom, even given today's tepid metals market. And if things start to improve, they become buyout targets for the big miners."
Do Gold, Silver Prices Fall in a Shrinking, Debt-Distressed World? (07/24/2012)
"In the U.S. there have been three recorded deflationary periods and gold increased its purchasing power in each of them, by between 44% (1929–1933) and 100% (1814–1830)."
South, North Korea Secretly Met Twice over Rare Earth Minerals (07/24/2012)
"Officials from South and North Korea secretly met twice last year to discuss the joint development of rare earth resources in South Hwanghae Province, on the western coast of North Korea, the South's state-run Korea Resources Corporation (Kores) said."
South, North Korea Secretly Met Twice over Rare Earth Minerals (07/24/2012)
"Officials from South and North Korea secretly met twice last year to discuss the joint development of rare earth resources in South Hwanghae Province, on the western coast of North Korea, the South's state-run Korea Resources Corporation (Kores) said."
Summer Shopping Opportunities for Mining Equities Abound: Rick Mills (07/23/2012)
Equity valuations have so far failed to keep pace with rising bullion prices, but that makes for some outstanding investor opportunities among a few particularly well-positioned juniors that Rick Mills identifies as running ahead of the herd this summer. In this exclusive interview with The Gold Report, Mills, publisher of Ahead of the Herd newsletter, points to continued low interest rates and increasing inflation as reasons that precious metals prices will keep climbing. And if discussions about elevating gold to Tier 1 asset status come to fruition, hold onto your hat, because that could shift the rate of ascent from steady to meteoric in a New York minute.
Gold Prices on Hold as the US Dollar Strengthens (07/23/2012)
"This period of stagnation can be used to do all the due diligence necessary for you to feel comfortable with the purchases that you intend to make. Formulate your plan now, execute it when you are ready and ignore the white noise generated by the naysayers."
'Dollar Danger' Threatens Gold (07/23/2012)
"'The great danger for the gold price is the stronger dollar, because of its long-term negative correlation to gold,' says Eugen Weinberg, head of commodity research at Commerzbank."
Nuggets of Value Seen in Canada's Midtier Gold Miners (07/23/2012)
"Midtier miners with low cash costs and affordable, near-term development projects offer good value in the current market."
Leading Gold ETF Sees Biggest Weekly Outflow of 2012 (07/23/2012)
"The SPDR's holdings have fallen nearly 25 mt so far in July, putting ETF on track for its biggest monthly outflow since December."
China's Baotou Plans to Start Rare Earths Trading Exchange (07/23/2012)
"China's Baotou Steel will join six other firms to invest over $10M to start a rare earths trading platform in early August."
Money Is Technology! (07/23/2012)
"Silver has a long, steadfast history as money, going back to ancient times. Yet it's also a substance with a promising future, thanks to its critical role as an industrial-technological metal."
Platinum Plumbs Deepest Discount to Gold in 7-1/2 Months (07/23/2012)
"Gold's premium over platinum reached its highest in 7-1/2 months on Wednesday at over $210 oz and could rise still further as the white metal suffers from its heavy exposure to the beleaguered European car market."
Silver: A Metal of Sunken Treasure and Champions (07/21/2012)
"Odyssey Marine Exploration's underwater silver recovery is the heaviest and deepest haul of precious metals to date."
How to Minimize Risk and Increase Returns on Juniors: Joe Mazumdar (07/20/2012)
Joe Mazumdar, senior mining analyst at Vancouver's Haywood Securities, adheres to certain fundamental metrics when reviewing the pedigree of a junior firm. In this exclusive interview with The Gold Report, Mazumdar explains why some juniors are positioned to do better than some majors in the current geopolitical climate and he counsels pragmatism: the key to unlocking golden opportunities is locating firms with experienced management and adequate cash flow that can qualify for mixed-source financing in the international context of uneven gold prices. He shares a few picks in that space.
'Flat Momentum' Sees Gold in Contracting Range (07/20/2012)
"The U.S. dollar gold price hovered above $1,580/oz during Friday morning trading in London—in line with where it has spent the last two weeks—while stocks and commodities ticked lower and U.S. Treasuries gained."
New Gold-Mining Technology Scaling Technical Hurdles (07/20/2012)
"South Africa still has one of the biggest gold resources in the world, but that gold is at depth. The proposed new way of mining dispenses with all blasting, keeps people away from the danger areas, facilitates mining round-the-clock every day of the year and refocuses on revenue."
Copper Fares Better Than Gold and Silver (07/20/2012)
"Copper prices have been trading higher to unchanged on the year and 'this is a good signal that economic conditions around the globe may not be as dire as has been reported,' said John Person, president of NationalFutures.com."
Another Gold Mining Company CEO Walks the Plank (07/20/2012)
"We are beginning to see carnage at the CEO level in 'underperforming' gold mining companies (which in current markets means most of them)."
Silver Is Undervalued (07/20/2012)
"While there are rare and short-lived exceptions, the vast majority of the time silver only rallies significantly when gold is strong and only sells off materially when gold is weak. Gold is the key to silver’s price action."
Profiting from Europe's New Gold Rush (07/20/2012)
"The atmosphere for gold mining in Europe appears to be improving. Its importance is recognized in Brussels; even though only a few clumsy steps have been taken, the general attitude is making a positive shift."
Silver Prices: Metals Rise on Hopes of QE3 (07/20/2012)
"While another round of monetary easing would be a negative for the U.S. dollar, it would be a distinct positive for gold and silver. In addition, loose monetary policies and waning confidence in global paper money continues to draw investors toward metals."
Put On Your Seatbelts, It's About to Get Bumpy! (07/20/2012)
"Copper has significantly underperformed equity markets and is likely leading the next move down."
How Gold Will Be Made Acceptable by the Powers That Be (07/19/2012)
"If the fiat money system suffers any more body blows from debt crises and the like, gold will be deemed a very necessary strategic asset for banks."
Mongolia Gov't Coalition Fans Fears of Resource Nationalism (07/19/2012)
"The coalition will include minority parties such as the Mongolian People's Revolutionary Party and Mongolian National Democratic Party, which both want to limit foreign investment in the booming mining sector."
You Don't Want to Miss This Opportunity (07/19/2012)
"Looking at the results of metals and natural resources during the first half of 2012, only four commodities on our periodic table pulled off a positive return. Wheat grew the most, rising 13%, followed by single-digit rises from corn, gold and copper."
Navigating the Vanadium Market: Sex Appeal Versus Lasting Attraction (07/19/2012)
"Vanadium is finding a new niche in storing and distributing electrical energy through the use of vanadium flow batteries, having previously been used almost entirely in steelmaking."
Gold Producers in the Catbird Seat: Jay Taylor (07/18/2012)
Calling gold the ultimate money, Jay Taylor, editor and publisher of Jay Taylor's Gold, Energy & Tech Stocks, watches the real price of gold with a gimlet eye. These days, he pays particular attention to producers, noting that this is not a good time to be an explorer that needs to raise capital to put holes in the ground without the certainty of finding gold. In this exclusive Gold Report interview, Taylor shares promising names in each of the four categories in his model portfolio.
Buy Gold Now: Five ETFs to Consider (07/18/2012)
"Seasonal influences for gold and gold stocks are starting slightly earlier than usual this year."
Gold 'Saddled with Uncertainty' Over QE (07/18/2012)
"Gold prices ticked lower Wednesday morning in London as markets continued to digest yesterday's testimony to Congress by Federal Reserve Chairman Ben Bernanke."
Seasonal Recycling in Gold (07/18/2012)
"The gold price tends to display a seasonal pattern—rising in spring, slipping or flat-lining in summer, only to rise once more in the fall and then winter."
Can Gold's Luster Be Restored This Summer? (07/18/2012)
"Gold’s best opportunity for a turnaround might not occur until later this year after the vaunted four-year 'presidential cycle' peaks."
The Potential for Gold Stocks in 2013-2014 (07/17/2012)
"If gold is able to break above $1,625/oz and confirm its bottom, then it would be on an eventual track for a rebound back to $1,900/oz."
Get Dirt-Cheap Critical Metals Exposure in Mongolia: James Passin (07/17/2012)
Nervous investors are waiting on the sidelines, but the biggest risk is to miss out on the great bull markets where fortunes are made: So says James Passin, hedge fund manager with Firebird Management. Passin likes to get the jump on mainstream analysts on emerging bullish plays, and right now he has his sights set on Mongolia. In this exclusive Critical Metals Report interview, discover which critical elements are being unearthed in the developing country and how technology is playing a crucial role.
Gold and Silver Investors Are Turning to Undervalued Junior Explorers (07/17/2012)
"We have long maintained that capital will move from fiat currency, to conservative bullion, to productive miners and finally to explorers that will significantly outperform the staid metal."
Is This the Swan Song of a South Africa's Mining Industry? (07/17/2012)
"South Africa's gold mining sector is undergoing a dramatic change, the question is, what will it end up looking like?"
Bernanke Keeps the Stock Market Waiting for QE3 (07/17/2012)
"Some are beginning to wonder if QE3 will ever happen and how much worse things have to get before we see it."
A Historic Window of Opportunity in Mongolia: James Passin (07/16/2012)
Investor fears about mining stocks are misplaced, says James Passin, a hedge fund manager with New York-based Firebird Management, especially if those companies are mining in Mongolia. Firebird manages a portfolio of private equity funds that invest in Mongolia, one of the fastest growing economies with some of the most extensive, untapped resources in the world. The country is already home to the largest copper deposit and in this exclusive Gold Report interview, Passin explains why there is potential for dozens more similar finds.
Gold Market 'Nervous and Thin' Ahead of Bernanke Testimony (07/16/2012)
"'Keep an eye on the dollar and the stock market for clues as to the next direction [for gold],' says David Govett, precious metals manager at brokers Marex Spectron."
Australian Mining Boom Generates Huge Wealth (07/16/2012)
"Western Australia, which contains 13 of the nation's richest towns, is the center of the mining boom."
Zimbabwe Jan–June Gold Output Up 29% (07/16/2012)
"The southern African nation's gold mining sector is recovering from an economic crisis that peaked in 2008 when hyperinflation reached 500 billion percent and forced most mines to shut."
What Graphene Means for Ontario's Economy (07/16/2012)
"Across Northwestern Ontario, there are a number of very promising graphite finds."
Manganese: Twin Brother or Ugly Stepchild of the Rare Earth Metal Family? (07/16/2012)
"One can see many similarities between the manganese metal market and the rare earth metal market. Both share significant supply constraints."
Diversify Your Precious Metals (07/15/2012)
"Gold is an essential part of any investment portfolio, but silver and platinum may serve the same purpose, even though they are also used in industrial manufacturing."
The Rare Earth Element Black Market (07/15/2012)
"Western consumers of rare earths are more reliant on illegal material than they may realize."
The Next Major Move in Precious Metals Is Close (07/13/2012)
"I am still a firm believer that gold in most respects is a currency and the only one that can maintain its value. There are very serious issues looming in Europe and across the world that are far from resolution. With few tools left in the toolbox to stimulate world economies, further easing can never be ruled out."
When Will Gold Stocks Start to Sparkle? (07/13/2012)
"We need a turnaround in sentiment to cause gold prices to rally strongly thus setting the stage for a massive rebound in the mining sector."
Gold as a Hedge Against Deflation (07/13/2012)
"Stresses in the banking sector add weight to the argument that deflationary fears should underpin gold prices."
Gold Now Flat on a Year Ago (07/13/2012)
"Barring a sharp jump in the next two weeks, gold in dollars will soon be so far underwater, it'll be drowning compared to the record highs of August and September 2011."
Does Central Bank Gold Buying Signal the Top Is Near? (07/13/2012)
"The World Gold Council is so confident that central banks will continue to buy gold that it's changed its reporting structure: It's added 'official sector purchases' as a new element of gold demand, while eliminating 'official sector sales' as a negative supply factor."
Precious Metals in Summer Doldrums (07/13/2012)
"While worldwide gold demand sees big spikes in autumn, winter and spring for various income cycle and cultural reasons, there are simply none during the summer."
Chart of the Day: Rare Earth Reversal (07/13/2012)
"There is way too much government interference on both sides of the Pacific. Uncertainties about export quotas and tariffs on finished goods could easily shatter the current trend."
What the GLD ETF Chart Tells Us About Gold (07/12/2012)
"What gold needs to do, in terms of the GLD ETF, is clear the 158 hurdle on a closing basis to set the stage for a new advance."
Employment in the Mining Industry Is a Pocket of Strength (07/12/2012)
"U.S. employment in the mining sector has increased 16%. This change is far better than any other sector, according to data from the Bureau of Labor Statistics."
Sprott Sees Record Gold Price in 2012 (07/12/2012)
"Eric Sprott, the founder and chairman of Canadian fund manager Sprott Inc., expects bullion will rise as investors seek the safest assets while governments spend to stimulate their economies, increasing chances that inflation will accelerate."
Too Close to Call (07/12/2012)
"For the bulls, the S&P needs to move above $1,375, the CRB commodities index must generate another leg up and gold must make a higher high by reclaiming the $1,622/oz level. These are the bullish lines in the sand."
Short Supply, High Demand for Platinum Group Metals: George Topping and Michael Scoon (07/11/2012)
Labor problems and low prices have platinum mines closing up shop in South Africa, and the potential for acquisitions is ripening. Senior Mining Analyst and Managing Director at Stifel Nicolaus in Toronto, George Topping believes that companies with shallow deposits and near-term production will be prime targets. In this exclusive interview with The Gold Report, Topping and Associate Analyst Michael Scoon discuss how supply shortages are shaping the landscape for platinum group metals and some bulk commodities.
China Blocks WTO Rare Earths Dispute Settlement Panel (07/11/2012)
"China says it is not in a position to accept establishment of a WTO dispute settlement panel regarding its restrictions related to rare earths, tungsten and molybdenum exports."
US Gold Production Declines During April (07/11/2012)
"U.S. mines produced 17,400kg of gold in April, a 7% decrease compared with revised March production of 18,800kg, the U.S. Geological Survey reported."
Grade Is King: Andrew Richmond (07/11/2012)
It's time for investors to brush up on their knowledge of NI-43-101-compliant resources and deposit grades with one of the world's foremost experts. Andrew Richmond, a principal at geological consulting firm Martlet Consultants in Brisbane, Australia, discusses the importance of grade, selectivity and size in establishing the economic value of deposits in this exclusive interview with The Gold Report.
Gold Subject to High Emotions in Quiet Market (07/11/2012)
"Having seen sharp falls during Tuesday's U.S. trading, gold prices regained some lost ground Wednesday morning, climbing as high as $1,583/oz, while stocks and commodities were broadly flat and U.S. Treasuries dipped."
Gold Protocol to Sideline Informal Miners (07/11/2012)
"The world's major gold producers seek to draw an iron curtain between their mines and Africa's enormous, varied, informal gold industry."
Un-Scary Reasons to Add Gold (07/11/2012)
"The World Gold Council's analysis points to gold's value in a diversified portfolio."
Is Gold Stuck in Bizarro Land? (07/11/2012)
"Gold and silver are simply waiting for stronger easing actions to warrant higher prices. As growth rates, unemployment levels and equity prices continue to struggle, it appears that it is only a matter of time before the Fed or ECB take more definitive actions to secure the lead in the race to debase fiat currencies."
Rhodium Glut Diminishing on Record Global Car Sales (07/11/2012)
"Rhodium, the past year's worst- performing metal, is poised to rebound as record car sales curb a supply glut at a time when producers are idling unprofitable mines and postponing spending on new projects."
This Gold Price Cycle Shows We're Headed for a Rise (07/10/2012)
"Gold prices may be choppy until the Eurozone's picture comes more into focus, but gold's past is a good indicator that investors will revisit an asset that can hold its value and can be counted on for liquidity."
REE Stocks Are Down but Not Out: Siddharth Rajeev (07/10/2012)
Equity investing is squarely in a risk-off phase and few sectors have been hit harder than junior mining. Rare earth elements equities are no exception, but most of the materials themselves have not dropped nearly as much. The Critical Metals Report sat down with Siddharth Rajeev, vice president and head of research at Fundamental Research Corp., for a good hard look at small caps in this space. Where have these equities been, and where are their valuations heading? Read on for more.
Junior Feeding Frenzy on the Horizon (07/10/2012)
"According to Benjamin Cox, a lot of junior miners will be taken out this fall as majors look to replenish ounces at some of the cheapest levels seen in a very long time."
Gold Miners are Cheap, Cheap, Cheap! (07/10/2012)
"I am bullish on gold miners. . .but with one very large qualification: They must produce positive cash flow."
Gold Climbs Back After Weak Jobs Report (07/09/2012)
"Gold prices were trading slightly higher Monday as investors continued to let the dust settle from Friday's labor report. 'Prices have firmed a little bit and sentiment seems to be improving,' said Jeffrey Nichols, managing director of American Precious Metals Advisors and senior economic adviser to Rosland Capital."
James West's Secrets for Finding Tenbaggers (07/09/2012)
Despite some rotten apples in the past, good, ethical promoters are "essential to the life cycle of public companies," according to James West, author and publisher of the Midas Letter. The best of them tell a credible story about the company's structure, finances and deposit. When promoters do their jobs and investors do their homework, everyone stands to benefit from the legendary "tenbaggers," such as those that West shares in this exclusive Gold Report interview.
Can Gold, Silver Prices Rise in a Growing Global Economy? (07/09/2012)
"Central bank demand is a very significant contributor to gold demand and will continue to be so for the foreseeable future. In this case then, economic growth has a direct link to the gold price."
Weak Jobs May Mean More Printing and Higher Precious Metals Prices (07/09/2012)
"Gold and silver have been recently moving higher based on the Eurozone and stocks breathing a sigh of relief as the summit came up with a purported solution to reduce funding costs, particularly for Italy and Spain, worth $149B."
Gold Alternating Between Up and Down Weeks (07/09/2012)
"Gold prices held above $1,580/oz Monday morning in London, broadly in line with last week's close."
Miners Say Resource Nationalism Still the Number One Risk (07/09/2012)
"In its report 'Business risks facing mining and metals 2012–2013,' E&Y's Global Mining and Metals Group outlines the top 10 business risks for mining and metals. Resource nationalism, skills shortage and infrastructure access top the list."
Graphite: The Newest 'Next Big Thing' (07/09/2012)
"Many factors have contributed to the decline in junior exploration and mining stocks and I see little evidence for a quick recovery. However, markets will always find something to be long on. That current something for me is graphite."
Burma Forms First Public Gold Company (07/09/2012)
"Burma, now known as Myanmar, launched its first public gold company with the stated aim of protecting small- and medium-size enterprises against foreign competition."
Rare Earth, Common Problems (07/09/2012)
"Rare earth metals, known as 'industrial gold,' are still being illegally mined across the mountainous areas of Guangdong Province, despite a recent crackdown."
Chinese Government Speeds Up HREE Stockpiling (07/09/2012)
"China's government is awarding interest-free loans to stockpile HREEs as reserves are running low."
World Gold Council Sees China's Gold Demand Rising 13% (07/09/2012)
"Gold demand in China, the second largest user after India last year, may expand 13% in 2012, the World Gold Council said."
Gold Stocks Compared to Past Bull Markets (07/09/2012)
"Things are on par with the past and gold stocks are right on track."
The Market's Next Major Move (07/08/2012)
"This report clearly shows how the U.S. dollar plays a dominant role in the price of other investments."
Miners Are Unlocking China's Gold: Noel White (07/06/2012)
China may be investing billions elsewhere to locate new mineral deposits, but Geologist Noel White believes there are huge discoveries yet to be unearthed within its borders. White, an independent geological consultant with Enargite in Brisbane, Australia, says China's history and politics have slowed development of its mining at home. In this exclusive interview with The Gold Report, White reveals which companies have boots on the ground and the expertise to make the next big strike in China and South America.
Gold May Be Preparing for Further Falls (07/06/2012)
"We are either building a base, or preparing for another leg lower through $1,500/oz."
Q2/12 Gold Market Trends and Outlook (07/06/2012)
"While experts have lowered their gold price forecasts for 2012, new estimates are still above current gold prices."
How Is Dr. Copper Feeling? (07/06/2012)
"Copper stocks are more volatile than the metal itself, and in a weak economy that means rebounds are unlikely. But are they still profitable? Yes, they are."
Silver Is About to Cross $30/oz for the Last Time (07/06/2012)
"The odds are skewed toward an increase in silver prices rather than a fall, and once they do catch fire it will be dramatic."
Gold and Silver Hovering Above Key Technical Support (07/05/2012)
"But bulls shouldn't let their guard down; the metals are still contained within a wedge formation."
Did the EU Summit Affect Gold? (07/05/2012)
"As central banks attempt more desperate measures, precious metals stand ready to rise again."
How Undervalued Is Gold? (07/05/2012)
"We have to consider the profitability factor. Cash costs are confusing across the industry because they are not standardized."
The Market Is Giving Major Correction Signs (07/04/2012)
"I continue to see divergences with the Elliott wave counts and other indicators that are giving me some short-term concerns."
Think Gold and Stay the Course (07/04/2012)
"Dream on, politicians. The debasement of all fiat currencies continues unabated and they will all hit the wall sooner or later."
The US and EU Are Desperately Seeking Heavy Rare Earths: Jeb Handwerger (07/03/2012)
Despite market malaise, the outlook for rare earth element demand is growing more and more compelling. China still controls a majority of the supply, but has been cautioning the world that even its reserves can't last forever. North America desperately needs to establish its own sources, but which juniors will be able to fill that need? Jeb Handwerger, editor and publisher of Gold Stock Trades, predicts which companies may win the race to production in this exclusive interview with The Critical Metals Report.
Equities the Way to Benefit from Gold's Strength: Henk Krasenberg (07/02/2012)
Henk J. Krasenberg, analyst and founder of the European Gold Centre and author and publisher of the GOLDVIEW newsletter, sees no lack of potential among small-cap equities, especially for investors willing to look beyond the U.S. borders. He offers names in Europe and Africa—what he calls "the poorest and richest continent"—and reminds us that Mexico produces a lot more than silver. In this exclusive Gold Report interview, Krasenberg counsels patience because "you have to wait for the development."
Cambodia—Prospective, Stable and Ignored: Ken Booth (07/02/2012)
Ken Booth has been involved in the mining industry for 30 years and sees the past two decades of quiet, stable growth that Cambodia has enjoyed out of the world's economic spotlight as an opportunity for investors. The once ignored country has highly prospective geology, an emerging exploration services industry and a mining-friendly legal framework. In this exclusive interview with The Gold Report, Booth discusses why Cambodia should not be ignored by investors seeking first mover advantage and names companies who are poised to profit.
Investment Bid Needed to Move Gold Price Higher (07/02/2012)
"Gold remains in the same range since early May, and would have to move above trendline resistance at $1,624/oz to reverse the bearish posture."
Why Deflation is the Biggest Catalyst for Precious Metals (07/02/2012)
"The time to buy gold stocks and physical gold and silver coincides with deflation fears."
Clear as Mud: The Answer to Japan's Rare Earth Concerns (07/02/2012)
"For the first time, Japanese explorers have discovered large deposits of rare-earth minerals on the ocean floor within the country's exclusive economic zone."
Small-Cap Focus: Who Will Benefit from Tighter REE Supply? (07/02/2012)
"There are about 400 companies exploring for rare earths outside of China, though only a handful are listed on the world's stock markets."
An Investor's Guide to the American Gold Eagle Coin (07/02/2012)
"Physically holding the gold in your hand means the only issue you have to worry about is how to safely store the asset. Enter the American Gold Eagle Coin."
The Path to $10,000-an-Ounce Gold (07/02/2012)
"There's a plausible path to $10,000/oz gold. And it doesn't require a breakdown in civil society."
New Technique Controls Graphite-to-Graphene Transition (07/02/2012)
"Physicists have found a way to systematically study and control the transition of graphite, an important step in developing modern-day tech applications."
Silver Market Update (07/01/2012)
"There are two big differences between gold and silver, which both suggest that silver has truly explosive upside potential."
Japan, EU and US Slam China in Rare Metals Affair (07/01/2012)
"The U.S., Japan and the E.U. have already complained to the WTO in March, but they say China’s response has not been adequate."
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