Streetwise Reports' Article Archives — February 2016 back to current month (9)
Patiently Climbing Aboard the New Golden Bull (02/29/2016)
Precious metals expert Michael Ballanger has done his research and believes the long-term and intermediate-term status of the gold market and its associated gold miners is unequivocally bullish. In this article for The Gold Report, he lays out his case, explaining that every indicator he has used since the late 1970s is kicking into gear.
Now that Exploration Insights founder Brent Cook is starting to see the bright side of the mining equity cycle, he brought in former Canaccord Genuity Analyst Joe Mazumdar to cover developers and producers at the newsletter. In this interview with The Gold Report, the pair share observations from their recent travels and a short list of companies they are compiling to take advantage of a possible upswing in gold in all currencies.
When the New York markets run out of steam, the gold market gets hot. HRA Editor Eric Coffin has been watching the companies with the best assets, waiting for just this moment. In this interview with The Gold Report, he shares the names of the best in the gold, silver, copper and uranium spaces and tells you where you can go to talk to the CEOs.
Dramatic daily moves in the U.S. dollar, gold prices and the larger markets are pointing to a global banking collapse that will send resource prices higher in 2016, according to 321gold.com founder Bob Moriarty. In this interview with The Gold Report, he shares his insights on how mining equities will react and five names he is watching.
When celebrity investor Mark Cuban announces to the world that he is investing in gold, is that a sign that the ride up is just getting going, or that it has already peaked? The Gold Report reached out to long-time experts in the sector for a better understanding of what is moving the markets—negative interest rates, a topping dollar, Fed testimony, increased gold buying in China—and what that means for junior mining stocks in the coming months.
Geordie Mark, head of mining research with Haywood Securities, sees opportunity in both development-stage and producing precious metals equities, especially those domiciled in countries like Canada and Australia, where the currency has depreciated considerably against the U.S. dollar. For development-stage companies, Mark says it's all about visible time frames, good margins and a modest capex. And for producers it's all about recent performance. In this interview with The Gold Report, Mark recommends two names in each category and tells investors to stay firm on quality, margin and performance.
Joe Reagor's Equity Picks for Patient Pickers (02/08/2016)
Picking gold and silver equities in a stagnant price environment is a stock picker's game that requires a particular thesis—and a fair portion of patience, says Joe Reagor, an analyst with ROTH Capital Partners. In this interview with The Gold Report, Reagor outlines types of companies he prefers and pairs those with names that patient investors could parlay into promising profits.
When Gold Standard Ventures announced on February 1 that Goldcorp would be investing CA$16.1 million for 9.9% of the junior's shares, industry watchers took notice. In this analysis written exclusively for Streetwise Reports, Thibaut Lepouttre, editor of Caesars Report, speculates on why the major acted when and where it did, and what it might mean for the future.
You have to have a plan and stick to it. This wisdom from U.S. Global Investors Fund Manager Ralph Aldis is true for investors and mining companies. And it may be even more true when the market seems to be careening from one disaster to the next. In this interview with The Gold Report, Aldis shares seven companies he is sticking with come low gold prices or a high Purchasing Managers Index.
|"Construction of the MAG JV Juanicipio plant is progressing on schedule for commencement of commercial production in H2/21."|
|"SCOT has come out with some excellent drill results. . .there is a good chance its shares will continue to rally."|
|"GCX announced that it plans to drill up to 1,500m at Stu."|
|"We estimate Q3/20 production of 79,931 oz gold for PVG."|
|"LIO's Tuvatu PEA shows a pretax NPV5% of $155.8M and IRR of 60.3%."|