Streetwise Interviews



Senior Gold Producer Goldcorp Takes Large Stake in Nevada's Gold Standard Ventures
Source: Thibaut Lepouttre of Caesars Report Exclusively for Streetwise Reports   (2/4/16)
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. More >


Ralph Aldis

U.S. Global's Ralph Aldis on the Life-Changing Magic of an Asset Allocation Plan
Source: JT Long of The Gold Report  (2/1/16)
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. More >


Trent D'Ambrosio

Inception Mining's Diverse Batch of Assets Offers Production Now, Growth Later
Source: Brian Sylvester of The Gold Report  (1/26/16)
Inception Mining is producing gold at its Clavo Rico operation in Honduras and is preparing to begin contract gold mining at its U.P. & Burlington project in the mountains of Idaho. Add in resource expansion and some exploration upside in Nevada and you have a story with lots of interesting angles. Inception CFO and Director Trent D'Ambrosio shares with The Gold Report his company's plans to boost production and expand mine life at Clavo Rico. More >


Rick Mills

Rick Mills: How to Profit from the Demands of a Growing World Population
Source: JT Long of The Gold Report  (1/21/16)
As the world prepares to house, feed and care for 9.7 billion people, Ahead of the Herd founder Rick Mills is looking for the companies that will profit from the silent tsunami of demand creeping up on resource and healthcare providers. In this interview with The Gold Report, Mills reveals the six companies he thinks are well positioned in their respective sectors to ride this population wave to profits. More >


Florian Siegfried

Five Companies Swiss Asset Manager Florian Siegfried Is Watching
Source: JT Long of The Gold Report  (1/18/16)
When a leading Swiss bank recommended its clients sell all their gold, AgaNola Asset Manager Florian Siegfried knew the precious metal was preparing for an upswing. In this interview with The Gold Report, he shares five junior mining names that have made smart moves during the down time and are well positioned for an upswing. More >


Morgan Poliquin

Almaden: Succeeding in a Tough Resource Market with World-Class Management and Gold-Silver Discovery
Source: JT Long of The Gold Report  (1/13/16)
With approximately $5.5 million in the bank, a 3.5-million-ounce gold equivalent Measured and Indicated resource, zero debt and a robust, updated preliminary economic assessment, Almaden Minerals Ltd. CEO Morgan Poliquin says the company is in position to not only survive this tough market but to continue adding significant value at a deep discount. While other companies are trying to figure out how to keep the lights on, Almaden has been active. The company recently completed a spinout of a large portfolio of exploration projects and royalties—including a royalty on Ixtaca—into Almadex Minerals Inc. and purchased an option on a mint condition mill that reduced the initial capital cost estimate by some $70 million. In this interview with The Gold Report, the second-generation geologist points to the fact that 95% of the Tuligtic property, which hosts the Ixtaca Zone, remains unexplored and that the company can drill for about a third of what most operators pay. He says that the company’s market cap is less than the savings from the purchase of the mill, as an indication that a potential buyout is a plausible scenario. More >


Jayant Bhandari

How Does Jayant Bhandari Maximize Returns and Minimize Risk?
Source: Brian Sylvester of The Gold Report  (1/11/16)
Sometimes a market in turmoil offers opportunity. Independent investment adviser Jayant Bhandari regularly sifts through bourses to find opportunities that maximize his reward for the least amount of risk. Bhandari currently sees two paths to value: companies that were either oversold in heavy tax-loss selling late in 2015 or in the "free upside" offered in arbitrage situations. In this interview with The Gold Report, Bhandari explains why much of the world's populace is already chasing gold and why a smattering of junior gold equity names offer more than what a market in turmoil might suggest. More >


Why Is Charles Gibson Nervous About the Fed's Actions?
Source: Brian Sylvester of The Gold Report  (1/7/16)
Charles Gibson, an analyst with London-based Edison Investment Research, is nervous. Gibson says the U.S. Federal Reserve's statement that it would push the benchmark interest rate to 1.375% by the end of 2016 could send the U.S. economy in the wrong direction for the sake of containing mostly nonexistent inflation. He says the economy's capacity to sustain higher interest rates—especially higher real interest rates—is limited and that could ultimately create greater safe-haven investment demand for gold. In light of some choppy economic times ahead, Gibson and his colleague Tom Hayes recommend defensive equity names with little risk in this interview with The Gold Report. More >


Jon Awde

Gold Standard Ventures Is Uncovering Bonanza Grades in Nevada's Carlin Trend
Source: JT Long of The Gold Report  (1/4/16)
In the wake of what has been described as "obscene" intersects at Gold Standard Ventures' newly consolidated Railroad-Pinion project and a corresponding jump in the share price, CEO Jon Awde shares with The Gold Report readers his plans for moving the project forward in 2016. More >


Rick Rule

Veteran Investor Rick Rule Reveals a Unique Arbitrage Opportunity
Source: Karen Roche of The Gold Report  (1/4/16)
One of the hardest things for a mining executive to do may be nothing. But in a market that is not rewarding companies for pulling resources out of the ground, Sprott US Holdings Inc. CEO Rick Rule would prefer to see what he calls "optionality" rather than dilution from companies looking to justify salaries. In this interview with The Gold Report, he praises innovative precious metals streams on base metal projects and one Canadian company that is adding value and being rewarded for it. More >


Why CSR Makes Sense for Communities, Companies and Investors
Source: JT Long of The Gold Report  (12/24/15)
Mining companies and their shareholders have come to the realization that doing the right things in the communities where they operate is important for a lot of reasons, including the bottom line. Mining executives also tell The Gold Report that the most effective corporate social responsibility (CSR) programs are orchestrated cooperatively instead of applied prescriptively. More >


Rob Chang

Cantor Fitzgerald's Rob Chang Names Four Miners that Can Survive $1,050 Gold and $15 Silver
Source: Kevin Michael Grace of The Gold Report  (12/21/15)
The price of gold has see-sawed since the Federal Reserve raised interest rates on Dec. 16, and market experts debate if the action is good or bad for gold. Rob Chang of Cantor Fitzgerald Canada believes that after the small rate hike doomsayers are overstating their case and that gold should sell in 2016 for about $100/oz more than today. In this interview with The Gold Report, he argues that in today's climate cash costs below $1,000/oz are the bare minimum requirement for survival. Happily, Chang highlights three gold producers and one silver producer that have what it takes. More >


Redstar Gold's Ken Booth Discovers Formula for Success in the Alaskan Gold Fields
Source: Peter Byrne of The Gold Report  (12/17/15)
Redstar Gold Corp. has locked down a district-scale, high-grade gold property off the coast of Alaska. In an interview with The Gold Report, Redstar CEO Ken Booth reveals the secrets of the Unga Project: high-grade gold in the ground, everywhere. Redstar has a focused plan to keep drilling the mineralized property; Booth is looking to add weight to the company's sparkling roster of stockholders and institutional partners. More >


Eric Coffin

Eric Coffin Calls Out the Fed's Biggest Mistake and What You Can Do to Protect Your Portfolio
Source: Brian Sylvester of The Gold Report  (12/17/15)
Eric Coffin, editor of HRA Journal, writes one of the must-read newsletters in the junior mining sector. In this interview with The Gold Report, Coffin implores gold equity investors to ask: Is the project financeable in this market? And he discusses some companies he covers in the HRA Journal with the know-how to find funds, as well as a couple of uranium names that would benefit from utilities re-entering the market to find long-term delivery deals. But Coffin gets rolling by questioning U.S. Federal Reserve Chairman Janet Yellen's timing, warning investors about the growing divergence between equity and higher yield markets, and shooting down the accepted theory that the U.S. dollar index is heading to 120. More >


Gold Rises on Fed Interest Rate Hike, as Contrarians Predicted
Source: Special to The Gold Report  (12/16/15)
Predicting is a risky sport and predicting markets an extreme one. But understanding can be much more lucrative. After years of speculation about the negative impact a Federal Reserve rate increase could have on gold, a number of our experts took a contrarian view and based on an understanding that the hike was already priced into the gold price, they explained that it would actually benefit the gold price because it would remove the overhanging doubt. And that is exactly what happened. Within hours of the unanimous announcement on Wednesday that the Fed's benchmark short-term borrowing rate would go up a quarter point, gold was up $14/oz. More >


Thibaut Lepouttre

Lepouttre Plays Santa Claus, Gives Away Top 5 Junior Mining Picks
Source: Brian Sylvester of The Gold Report  (12/14/15)
Thibaut Lepouttre, editor of Caesars Report, knows 'tis the season for generosity, so when we asked him for his top three picks among junior mining equities, he gave us five—four gold plays and a phosphate name. Belgium-based Lepouttre also discusses different "black swan" events and their potential impact on the gold price, as well as some naughty and nice mining jurisdictions. But this is the interview that keeps on giving, so before he left Lepouttre added two micro-cap oil names he believes would make great "stocking stuffers." He may not be Santa Claus but you'll appreciate his magnanimity in this interview with The Gold Report. More >


Crowdsourcing Uncovers Best Resource Companies at Silver Summit
Source: Special to The Gold Report  (12/10/15)
The exhibit hall at the Silver Summit in San Francisco was filled with resource companies. Investors roamed the booths and sat in on CEO presentations to determine which companies had the best geography, core samples, business plan—and ultimately—chance of returning big upside to shareholders. The Gold Report took the advice of Frank Holmes, CEO and chief investment officer at U.S. Global Investors who recommended the book "The Wisdom of Crowds" by James Surowiecki, and polled attendees for the best prospects. The results were pretty overwhelming. More >


Rob McEwen

Rob McEwen, the Investor, Has Some Advice for Mining Executives Everywhere
Source: JT Long of The Gold Report  (12/10/15)
What does a veteran mining executive look for when investing his money in junior equities? In this interview with The Gold Report, Rob McEwen, who has been predicting $5,000/oz gold prices since 2011, explains why he still thinks that this is a possibility in the next four years and how companies can take advantage of technology to ensure that a price rise goes to the bottom line—and ultimately shareholders. And he shares the names of the three companies that meet his litmus test, one of which bears his name. More >


Ryan Hanley

Mackie Analyst Ryan Hanley's Storm-Tested Canadian Equity Picks
Source: Brian Sylvester of The Gold Report  (12/7/15)
Amid a tempestuous year for the U.S. dollar gold price, gold has quietly moved up about 6% in Canadian dollar terms, squarely placing the focus on gold producers with Canadian operations that generate cash flow, says Ryan Hanley, mining analyst with Mackie Research Capital. In this interview with The Gold Report, Hanley lists his storm-tested top picks, shines light on names with M&A potential, and sees smooth sailing ahead for some companies with near-term catalysts. More >


capitalwinery

How Investors at the California Capital Conference Picked the Next Top Small-Cap Companies
Source: Staff of The Gold Report  (12/7/15)
If only someone could bottle the experience of finding an overlooked company, investing for pennies a share and cashing in for 10, 20 or 30 times what you paid. Priceless, right? But how to find those companies? Small caps aren't covered by the mainstream press and analysts the way blue chips are, and determining value of an early-stage company before profit and loss statements take on real meaning and big questions about science and markets are answered can be difficult. That is why veteran investors like Tom Swaney, president of California-based Harwood Capital Inc., like to meet management in person at events like the California Capital Conference. More >


Invest Like a Fund Manager: Tips from the Silver Summit
Source: Karen Roche of The Gold Report  (12/3/15)
Gold bars? ETFs? Junior miners? Royalty streams? Majors with dividends? How is an investor to determine the best way to leverage the upside of a beaten up metals market? The Gold Report hosted a standing-room-only fund manager panel at the Silver Summit in San Francisco featuring insights from three very different points of view. Axel Merk, president and CIO of Merk Investments, focuses on gold and currency investing. Robert Mullin is co-founder of Real Assets Equity Income Funds and focuses largely on producing mining companies. Greg Orrell is the president and portfolio manager of the OCM Gold Fund and invests across all sectors of the precious metals industry, including junior producers and exploration and development companies. All three see unique opportunities right now for creating a portfolio that captures a renewed focus from mining executives on shareholder interests. More >


Mining Companies Sow Karma Where It Is Needed Most
Source: Paul Harris for Mining Journal  (12/2/15)
In the community of Santa Rosa de Osos, Colombia, 70 more people are now mobile, thanks to the generosity of Red Eagle Mining and the Lookout Ridge Wheelchair Foundation. More >


Bob Moriarty Adrian Day

The Upside of a Down Mining Market
Source: JT Long of The Gold Report  (11/30/15)
When the instinct is strongest to curl up in a ball and wait out the ravages of the down market is also when smart companies snap up distressed projects and get to work while capital costs are low. In this interview with The Gold Report, veteran investors Bob Moriarty of 321gold.com and Adrian Day of Adrian Day Asset Management share their messages to mining company CEOs and investors about advancing frugally to avoid being left in the dark. To make investing in teams doing the right things even easier, they identify a dozen companies that have already taken the contrarian advice to heart. More >


Philip Richards

RAB's Philip Richards: Why a Gradual Bull Market in Metals Is on Its Way
Source: Kevin Michael Grace of The Gold Report  (11/23/15)
After five trying years, RAB Capital Founder and President Philip Richards sees the light at the end of the tunnel. In this interview with The Gold Report, he argues that a continued zero-interest-rate policy from the Fed will be good for gold and silver, while continued quantitative easing will be good for base metals. Many fine mining companies now trade at deep discounts relative to their NPVs, and Richards suggests a half-dozen poised to take off once the new bull market finds its legs. More >


Michael Curran

Michael Curran Goes Down-Market Shopping for Winners
Source: Brian Sylvester of The Gold Report  (11/19/15)
Most of the low-cost gold producers are fairly valued, says Michael Curran, managing director and mining analyst with Beacon Securities, so he's heading down-market to the advanced development opportunities and early-stage explorers that he thinks could become low-cost producers. Sure there is risk, as Curran explains in this interview with The Gold Report, but the reward could come via either a takeover bid by an established producer seeking to lower its overall costs or by supporting these companies as they transition into emerging producers. More >


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