Streetwise Reports' Article Archives — August 2013 back to current month (23)
A Bombed Out Gold Market Is Bottoming (08/30/2013)
"The June lows look like a classic bottom."
Follow the Beta Plays with Junior Silver Miners: PureFunds' Andrew Chanin (08/28/2013)
PureFunds has a simple strategy: Be first in the market with innovative exchange-traded funds. Andrew Chanin, PureFunds' co-founder and COO, describes the firm's ISE Junior Silver ETF and the factors that make a "leveraged play to the actual spot price of the metal." In this interview with The Gold Report, Chanin goes on to list some of the names included in the fund and explains how they contribute to its success.
Anthony Mariano: Calling Next-Generation REE Investors (08/27/2013)
If you thought you had rare earth element mining all figured out, think again. Dr. Anthony Mariano and his son, Anthony Jr., work as geological consultants to many rare earth companies, and say even they have more to learn. But if you're looking for a sector that will nurture your inner nerd, rare earth elements may be the play for you. In this interview with The Metals Report, geek out with the Marianos as they talk rare earths and igneous, metamorphic and sedimentary rocks.
Why Gold Prices Are Up (08/27/2013)
"Propelling gold prices Tuesday was a move from 'risk-off' trades into safe haven assets."
Small (Capex) Is Beautiful in Silver and Gold, Says Salman's Ash Guglani (08/26/2013)
Multibillion-dollar capital expenditures for precious metals projects have gone the way of the dinosaur, says Ash Guglani, research analyst at Salman Partners. In this interview with The Gold Report, Guglani delivers a report card for eight gold and silver companies, with the highest grades going to those that have kept down costs and have kept capital requirements modest.
Standard Bank: Platinum Unlikely to Sustain Rallies Above $1,500 (08/26/2013)
Despite continued labor tensions within the South African platinum sector, platinum is unlikely to rally significantly above $1,500 per ounce for any sustained length of time, says Standard Bank.
Gold Bull Off to the Races Once Again (08/25/2013)
"After a restful slumber, the gold bull appears to be fully energized and off to the races once again."
Why Is Anti-Goldbug Dennis Gartman Getting into Gold? (08/21/2013)
Dennis Gartman, the editor and publisher of The Gartman Letter, has made no secret of his disdain for gold. But he believes a good trader is agnostic of everything. So, when technical charts indicated it was time to buy, he did. In this interview with The Gold Report, Gartman talks about how he has been playing gold off of other currencies to turn a profit and discusses whether he is ready to get into gold equities yet.
Will the S&P 500 Impact Gold Stocks? (08/21/2013)
"The relationship between the gold stocks and the stock market is difficult to pinpoint as its quite scattered."
Mark Seddon: Why You Should Look Twice at an Ugly Duckling Metal (08/20/2013)
Tungsten just doesn't have the sex appeal that made investors fall for the rare earth story. But maybe that's its trump card, considering the boom/bust cycle that swept rare earths didn't touch tungsten's slow, steady price increases. Analyst Mark Seddon of Tungsten Market Research has long been watching the often ignored metal, and asserts that tungsten is a harder sell, but a better buy for investors. In this The Metals Report interview, Seddon outlines tungsten's finer points and suggests miners are poised to reap rewards.
Chris Mancini: The Good, the Not-So-Bad and the Maybe Ugly of Gold Equities (08/19/2013)
With gold in the $1,300s, Gabelli Gold Fund Research Analyst Chris Mancini recommends performing triage on the gold equity sector. In this interview with The Gold Report, Mancini says that companies with cash and cash flow will survive the crisis, while those with the ability to take advantage of the downturn, like streaming companies, will do the best of all.
Gold's New Rally Begins Now (08/16/2013)
"It's been a crazy ride—but the breakout is finally here."
Will Copper Prices Drop Further? Just Look at Oil Investments (08/15/2013)
"While the media reports copper's price falls as a loss of faith by investors, the reality is they are being influenced by the same supply and demand judgments used by buyers."
Casey's Louis James Warns: 'Don't Try to Time the Market' (08/14/2013)
Don't ask Louis James if the gold price has reached bottom. He doesn't care. The senior editor with Casey Research is too busy trying to ferret out those gold miners with a bird in the hand, as he calls it in this interview with The Gold Report. He travels the world, most recently visiting Ethiopia, looking for companies with an overlooked story, an undervalued mine, an underappreciated grade. While James knows no one can time the market, he is quite certain he has found some good values.
Today's 'Gold Convergence' Is Your Best Buy Signal Yet (08/14/2013)
"Any one of these indicators is bullish on its own. So when all four signals flash at once, please don't wait."
Electric Transportation Could Jump-Start Rare Earth Markets: Patrick Wong (08/13/2013)
Remember when CD players cost hundreds of dollars? The same volume-based price slide is starting to take place with electric vehicles, according to Patrick Wong, CEO and director of Innovation Metals Corp. Wong believes that hybrid and electrical cars are on the cusp of overtaking standard automobiles as the vehicles of choice. And when they do, the rare earth markets that supply the materials needed in every electric car battery and drive motor will take off. In this interview with The Metals Report, Wong encourages investors to get into the market before they get left behind.
Miners with the Grade to Survive the Silver Downturn: Chris Lichtenheldt (08/12/2013)
It's one thing for a silver producer to make a profit at $28/oz and quite another to do the same at $20/oz, declares Chris Lichtenheldt, senior mining analyst at Dundee Capital Markets. In this interview with The Gold Report, Lichtenheldt examines eight silver companies, detailing which ones will be rewarded for high-grade assets and which ones punished for high costs. And he explains why one of his favorites is a silver company that doesn't actually produce silver.
China to Begin Trial Run of Rare Earth Products Exchange (08/12/2013)
"Rare earth trading systems are currently undergoing testing and are expected to become operational in China in October."
Dan Hrushewsky: Low-Cost, High-Margin Mining in West Africa (08/07/2013)
There are two things investors pay too much attention to, according to Jennings Capital Analyst Dan Hrushewsky: metals prices and grade. Why? Extremes of low and high prices never last, and high grades don't always make for economic deposits. In this interview with The Gold Report, Hrushewsky explains the metrics behind his all-in cash cost estimates and profiles West African projects that are connecting the dots.
Eight Catalysts That Can Move Your Mining Stocks: Jocelyn August (08/06/2013)
Catalysts can move mining equities substantially up or down, so being aware of upcoming news and events is key to portfolio management. Sagient Research's Jocelyn August advises investors to look for miners with good management teams that are transparent in their announcements and consistently meet their deadlines. In this interview with The Metals Report, August outlines the eight biggest catalysts in the mining space and discusses companies with anticipated near-term catalysts.
Finding Bargains Down Under with Rick Rule (08/05/2013)
Down markets are notoriously rife with good deals, and nowhere is this truer than Down Under. In this interview with The Gold Report, Rick Rule, founder of Sprott Global Resource Investments, explains how he takes advantage of Australia's small, volatile market and investors' ethnocentrism to find high-quality companies whose shares are, in his opinion, going for a steal.
Believe It or Not: Gold's 8-Year Cycle Still on Track (08/02/2013)
"Gold's movements are in line with historic trends, never mind what the no-nothing, hand-wringing Cassandra's are saying."
Counterpoint: Supply and Demand in the Rare-Earths Market 2015–2020 (08/01/2013)
"In the rare-earth total supply chain, China is most of the global ball game."
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