Streetwise Reports' Article Archives — September 2014 back to current month (23)
Kal Kotecha: Going Against the Grain in Five Names (09/30/2014)
Economics professor and newsletter writer Kal Kotecha says to obtain superior results, you cannot do what everyone else is doing. He maintains that much of the risk associated with junior resource equities has been beaten out by the herd mentality and that selectively buying what's left presents mind-boggling opportunity. Kotecha shares some of those names in this interview with The Mining Report.
Nickel Pulls Back, But Still Looks Strong (09/30/2014)
Although LME nickel prices retreated to US$7.80/lb in late September, Scotiabank Economist Patricia Mohr forecasts "The supply and demand balance for nickel in China is still expected to tighten noticeably by early 2015.
Jay Taylor doesn't beat around the bush—he believes the price of gold is being suppressed to support the U.S. dollar and underwrite American foreign policy. But the publisher and editor of J. Taylor's Gold, Energy & Tech Stocks and host of the radio show "Turning Hard Times into Good Times" thinks that this suppression will fail, just as it did in the 1970s, when gold rose over 2,300%. In this interview with The Gold Report, Taylor urges investors to stay as liquid as possible so they can invest in undervalued companies poised to explode when the value of gold is reasserted.
"The market itself is very healthy. You are seeing a transition. . .a transition that doesn't suggest, but rather screams that [junior resource issues are] under accumulation—which is a very, very bullish sign."
Richard Karn's Advice for Avoiding the Walking Dead (09/24/2014)
Starved of cash, nearly 150 mining companies listed on the Australian Stock Exchange went into bankruptcy during the fiscal year that ended June 30, and another 23 have gone under since then. Richard Karn, managing editor of the Emerging Trends Report, believes a fresh wave of failures is expected when the quarter ends September 30, and a major shakeout at some point appears likely. But the situation isn't grim for all the specialty metal companies down under. In this interview with The Gold Report, Karn shares a handful of names with the wherewithal to survive the onslaught.
Inside the Recent Gold Miner Plunge (09/24/2014)
"The Fed taper throughout 2014 in the wake of economic improvement in the U.S. strengthened the greenback, which in turn weighed on metal investing."
Miners are having a tough time getting funded, and although Canadian oil and gas has performed well over the last few quarters, some companies might be overvalued. No wonder investors are confused. In this interview with The Mining Report, Jason Mayer of Sprott Asset Management examines near- and long-term plays that look poised to deliver returns, and shares his criteria for selecting profitable investments in volatile resource markets.
PI Financial mining analyst Christos Doulis says six years ago when the financial crisis was in full swing, safe-haven buying made gold skyrocket. Today, the fear component is down, as is the price of gold. That is why Doulis believes investors need to own bulletproof, low-cost names that can survive this environment. In this interview with The Gold Report, Doulis discusses some M&A possibilities and points to management teams getting the most out of their low-cost precious metals assets.
"By most accounts, commodity prices are at five year lows. Almost everything, from gold to silver to iron ore to wheat to corn, is falling—hard. ."
Eric Coffin: Can Investors Still Find Tenbaggers? (09/17/2014)
The continuing strength of the U.S. dollar is bad news for the price of gold, and Eric Coffin believes that in the short term a price of $1,200/oz is possible, though there is room now for an oversold bounce. This, of course, is bad news for gold miners and explorers. But in this interview with The Gold Report, the publisher of Hard Rock Analyst counsels that even in a bull market, investors are advised to seek out potential tenbaggers, and presents several companies in gold, base metals and uranium with the potential to flourish even in hard times.
It's never too late to find a new way to evaluate mining companies, and Jeff Desjardins and James Fraser of Tickerscores.com have developed one based on over 20 different criteria. Add in some near-term catalysts and the wheat separates from the chaff. In this interview with The Mining Report, Desjardins and Fraser share the names of companies with some of Tickerscores.com's highest junior mining scores.
Anticipate Before You Participate in the Market (09/16/2014)
"Gold is a classic example of a commodity that rotates through seasonal cycles year after year."
Brien Lundin Says Don't Miss This Buying Opportunity (09/15/2014)
Brien Lundin, founder of Jefferson Financial, producer of the New Orleans Investment Conference and Gold Newsletter, believes at least a small amount of the massive liquidity produced by loose monetary policy in Western economies will find its way into mining equities following a summer pullback in equity prices—but don't wait long. Lundin expects the "buying opportunity" to last for two, maybe three weeks before seasonal gold demand pushes prices higher. In this exclusive interview with The Gold Report, Lundin discusses a select group of gold and precious metals equities that he expects to perform well as near-term news reaches the market.
The $18 Billion Market for Geosynthetics (09/15/2014)
"Geosynthetics are man-made materials that can be used by mines to improve the properties of soil and rock."
How Does World Disorder Affect Investment? (09/12/2014)
"Capitalism is doing its job: to expand output of goods and services, thereby preventing shortages from derailing recoveries through inflation. That success story means central bankers can keep printing away. So what should investors do?"
Jeff Killeen: Cash and Catalysts Rule the Day (09/10/2014)
Jeff Killeen, mining analyst with CIBC World Markets, has spent much of 2014 on the road vetting junior mining projects. He says that the cash-and-catalyst mindset should remain prevalent for investors looking at explorer and developer equities, while improving operations has been the biggest motivator for producer share prices in 2014. In this interview with The Gold Report, Killeen offers his insight and hands-on perspective on several developers and producers with near-term catalysts.
Low all-in gold cash costs are a good thing, says London-based GMP Securities Analyst Filipe Martins, but they don't tell the whole story. In this interview with The Mining Report, Martins argues that the best companies are those with strong free cash flow yields and a view to return cash to investors. Many of these companies have gold, copper, titanium and graphite projects in Africa, which boasts low-risk jurisdictions in addition to high-grade geology.
Gold and silver prices are being repressed by central banks, but Sprott Asset Management's Charles Oliver argues that demand pressure will cause this dam to burst sooner rather than later. As a result, he expects big increases in the prices of gold and especially silver, with a corresponding recovery of small- and mid-cap precious metal equities. In this interview with The Gold Report, Oliver discusses companies likely to prosper thereby, most of which will be profitable now, even at current bullion prices.
Gold in the USA (09/08/2014)
"The United States has always had a love affair with the yellow metal. It all started in Stafford, Virginia in 1782, when Thomas Jefferson documented the first gold discovery himself."
Will We Have Enough New Mines? (09/03/2014)
"Despite a tenfold increase in the amount of money spent on exploration over the last decade, the amount of new discoveries was relatively unchanged—meaning that more money was spent per new discovery."
When gold prices plunged in late 2013, gold producers took notice and developed mine plans that offered greater flexibility in troubled times. But even the best plans take time. Well, it's almost time for the producers to deliver, says Raj Ray, associate metals and mining analyst with National Bank Financial. He is looking for producers with flexible mine plans that can generate cash flow against a backdrop of static gold prices; the market likes developers with advanced, low-capital intensity projects with permits in place. Ray delivers his top gold producer and developer picks in this interview with The Gold Report.
Trillions of dollars of debt, a bond bubble on the verge of bursting and economic distortions that make it difficult for investors to know what is going on behind the curtain have created what author Doug Casey calls a crisis economy. But he is not one to be beaten down. He is planning to make the most of this coming financial disaster by buying equities with real value—silver, gold, uranium, even coal. And, in this interview with The Mining Report, he shares his formula for determining which of the 1,500 "so-called mining stocks" on the TSX actually have value.
"The projected lifetime consumption of metals and minerals by today's U.S. baby extrapolated across the world presents an enormous challenge for the global resource sector."
|"We see GSV as well positioned to be acquired."|
|"MMG has been building toward a breakout for a long, long time."|
|"MAG could see a significant increase in market valuation in 2020."|
|"LIO has commenced a CSAMT geophysical survey at Tuvatu."|
|"We expect PVG, a value-oriented gold name, to outperform."|