The Gold Report

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Notable Quotes

Streetwise Interviews

Paul Adams: Investor-Friendly Australian Projects Around the World
Source: Kevin Michael Grace of The Mining Report  (3/11/14)
Rather than shoot for the stars, Paul Adams of DJ Carmichael argues that junior miners should focus on more modest projects best suited to maximizing shareholder value. This means projects with reasonable capex, good grades and short turnaround times. In this interview with The Mining Report, Adams suggests gold, copper, iron ore and rare earths projects that can weather the complete commodities cycle, as well as a fascinating gold-silver outlier in Peru. More >

More than 25,000 Investors and Mining Types Walked into PDAC. The Result Was. . .Realistic
Source: JT Long of The Gold Report  (3/10/14)
PDAC curse or blessing? Fresh from the Letter Writer Presentations track at the Prospectors and Developers Association of Canada (PDAC) conference,
The Gold Report
asked thought leaders to share their impressions from the annual minefest. Adrian Day Asset Management Founder Adrian Day, Exploration Insights Publisher Brent Cook, House Mountain Partners Founder Chris Berry and The Daily Gold Premium Publisher Jordan Roy-Byrne used terms such as "realistic" and "muted." Eric Coffin, editor of Hard Rock Analyst, posited that the lack of excitement might actually benefit the few companies that rose on good conference-timed news because it removed the chance of a "PDAC curse" dropping stock prices after the event. Let's see if all the voices agree. More >

Ron Struthers: The Juniors Are Forging the Path Forward
Source: Kevin Michael Grace of The Gold Report  (3/5/14)
Is the bear market in mining equities finally over? It looks that way, says Ron Struthers, publisher and editor of Struthers' Resource Stock Report. In this interview with The Gold Report, Struthers explains what distinguishes this recovery from past ones: TSX Venture Exchange stocks, not the majors, are leading the way. But which juniors should investors favor? Struthers names several with proven management, ample funding and good share structures. More >

Kiril Mugerman: Graphite Investors Should Look for Large Flakes, Small Resources
Source: Kevin Michael Grace of The Mining Report  (3/4/14)
Companies that boast 80,000 ton-per-year production or high purity levels don't always impress Kiril Mugerman, mining analyst with Industrial Alliance Securities. Why? Because finding buyers for all those tons is a huge challenge, and thrifty end-users like to purify lower-grade graphite in-house. In this interview with The Mining Report, Mugerman explains why he looks for smaller projects that can hit revenue targets, and indicates which of the 176 graphite projects out there are worth your attention. More >

Michael Ballanger: Junior Miners Rise from the Ashes
Source: Brian Sylvester of The Gold Report  (3/3/14)
You didn't really think that junior miners would languish forever, did you? Junior mining stocks are starting to make a careful climb from the depths after tax-loss selling in December. But some investors, beaten down as badly as mining stocks, are still hesitant. For those investors, Michael Ballanger, director of wealth management and a certified investment manager with Richardson GMP, has a win-win strategy. In this interview with The Gold Report, Ballanger talks about his investment ideas for 2014 and a less risky twist on the balanced portfolio. More >

Michael Fowler: How to Find Wildflowers in the Weeds
Source: Brian Sylvester of The Gold Report  (2/26/14)
Michael Fowler, senior mining analyst with Loewen Ondaatje McCutcheon Ltd. in Toronto, doesn't typically focus on midtier gold companies, but the opportunities are just too good to pass up. In this interview with The Gold Report, Fowler tells us that even private equity is getting into the game and discusses a handful of companies that are good growth plays.
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Paul Renken: For 2014 Gains, Look to Uranium, PGMs and Gems
Source: Brian Sylvester of The Mining Report  (2/25/14)
Paul Renken, senior geologist and analyst with VSA Capital, calls 2014 a soft year for gold and silver prices, but foresees stronger prices—and demand—for nickel, copper and tech metals as the year progresses. In this Mining Report interview, he lists the three commodities investors should feel good about and digs into the details of the Indonesian ban on exports of raw ore. More >

Benjamin Asuncion and Geordie Mark: Six Gold and Silver Leaders at Today's Prices
Source: Kevin Michael Grace of The Gold Report  (2/24/14)
Benjamin Asuncion and Geordie Mark of Haywood Securities forecast 2014 gold and silver prices of $1,300/ounce and $21.50/ounce, respectively. In this interview with The Gold Report, they argue that the gold and silver companies that will thrive in 2014 will be those blessed with prudent but aggressive management that can post good margins at today's prices. And they suggest a half-dozen gold and silver miners poised to do just that. More >

Supply and Demand Key to Base Metals Success: Adam Low
Source: Kevin Michael Grace of The Gold Report  (2/19/14)
Adam Low of Raymond James believes that the outlook is excellent for zinc, good for copper and neutral for iron ore. In this interview with The Gold Report, he argues that it comes down to supply and demand. Copper supply may soon lag demand, and zinc demand, which is increasing steadily, will soon face a 10% decline in supply. Low suggests eight miners that should benefit from providing the metals the global economy will need to support future growth. More >

How to Vet Graphite Investments: Stephen Riddle
Source: Brian Sylvester of The Mining Report  (2/18/14)
Stephen Riddle, CEO of Asbury Graphite Mills Inc., has been in the business long enough to have seen companies come and go, sometimes more than once. He brings a realist's perspective to this Mining Report interview, and explains the questions he asks himself, as an investor, at each stage of mine development. He also comments on the supply-and-demand picture, and names the characteristics of his ideal graphite mine. More >

The Most Important Question Top Stock Pickers Keith Schaefer, Eric Coffin and Lawrence Roulston Ask Company Presidents
Source: JT Long of The Mining Report  (2/18/14)
Payback time? Fallback plan? Money in the bank? What would you ask the CEO of a company you were considering investing in? In advance of the Prospectors and Developers Association of Canada convention in March, newsletter writers Keith Schaefer, Eric Coffin and Lawrence Roulston are bringing 15 energy and mining companies together for a "meet the management" Subscriber Investment Summit in Toronto. In this interview with The Mining Report, the experts share their sometimes surprising responses to the state of the industry. More >

'Mexico Mike' Kachanovsky: How to Buy Prime Rib Companies at Hamburger Prices
Source: Brian Sylvester of The Gold Report  (2/17/14)
You scan the menu and notice that the prime rib and the hamburger are the same price. What do you order? The precious metals market isn't so different, according to "Mexico Mike" Kachanovsky, consultant to hedge funds and mining companies and contributor to SmartInvestment.ca. The market has pulverized the price of top-notch mining stocks to the same level as the struggling names. So, which would you buy? In this interview with The Gold Report, Kachanovsky reveals how to find the prime rib of the gold market. More >

Food, Water and Fuel Are Necessary to Life and Investors: Bob Moriarty
Source: Karen Roche of The Energy Report  (2/13/14)
Likening central banks to "your crackhead cousin" running loose with your American Express platinum card, Bob Moriarty sees serious economic threats in the future. This leads the owner of 321energy to look at resources like food, water and energy for protection and profit. He tells The Energy Report where energy opportunities exist, and why Chinese demand for everything will set prices in the future. More >

Bob Moriarty's Stock-Picking Tools for Gold Equities: A Blindfold and a Dart
Source: Karen Roche of The Gold Report  (2/12/14)
According to Bob Moriarty, the force behind 321gold, the "fact that everyone hated gold in December is a good reason for rational people to love it now." While he recommends physical gold as an essential insurance policy in any portfolio, tax selloffs, low equity prices and low gold prices mean many companies, now selling for "peanuts," are the place to put investment dollars. And, as he tells The Gold Report, all you need to pick a winner is a blindfold and a dart. More >

Ryan Castilloux: Sorting Reality from Hype in the Crowded Rare Earth Industry
Source: Kevin Michael Grace of The Mining Report  (2/11/14)
Evaluating rare earth projects is a tricky business, and the ambiguous reporting methods some companies use don't make it any easier. In this interview with The Mining Report, Ryan Castilloux of Adamas Intelligence examines misleading metrics that hide the devil in the details. He also explains the complex, objective methodology he uses to rank the world's 52 most advanced rare earth projects, and names five development-stage projects and three exploration-stage projects with lucrative upside potential. A must-read for anyone interested in rare earth elements. More >

Royal Nickel Corp: Indonesian Ore Export Ban Opens Door to the Next Generation of Nickel Mines
Source: J. Alec Gimurtu of The Mining Report  (2/11/14)
Nickel prices have been weak, but the recent Indonesian government announcement banning ore shipments outside the country may be the shock that reverses the trend. In this interview with The Mining Report, Mark Selby, Interim CEO of Royal Nickel Corp., walks through his analysis that indicates nickel price increases and inventory reductions are imminent, while demand continues to grow and over a quarter of global mine supply is shut in. He considers nickel in 2014 one of the best commodity trades in a generation. To capitalize on this unique set of circumstances, Royal Nickel's Dumont Nickel Project follows the path of other large-reserve, large-scale mines in the copper and gold sectors that have changed the mining industry and made early investors fortunes. More >

Gold Idol: Killian Charles' Search for the Next Mining Superstar
Source: Brian Sylvester of The Gold Report  (2/10/14)
Killian Charles, a mining analyst with Industrial Alliance Securities in Montreal, was tired of hearing how gold companies were doomed to failure because of the listless gold price. So he started "auditioning" companies for Gold Idol. In this interview with The Gold Report, Charles talks about what attributes got companies through to the next round and what got them sent home. More >

Legendary Geologist Brent Cook Shares His Rules for Weeding Out Flaky Companies
Source: JT Long of The Gold Report  (2/5/14)
If now is the time to accumulate deeply discounted companies with strong fundamentals in advance of a hot junior market in 2015, how can an investor tell if a company is a black hole or a shining star? Exploration Insights Publisher Brent Cook shines a light on the all-important due diligence process in this interview with The Gold Report and gives seven examples of companies that pass his litmus test.
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Joe Mazumdar: Seven Gold and Uranium Juniors with Near-Term Growth You Can't Ignore
Source: Peter Byrne of The Mining Report   (2/4/14)
Many junior miners have an ace up the sleeve, and that is commodity price leverage. Joe Mazumdar, senior mining analyst with Canaccord Genuity, sat down with us to share what he looks for in junior companies with a lot of commodity price leverage. In this interview with The Mining Report, find out why bigger isn't necessarily better when it comes to gold mining projects, and why the market is favoring uranium explorers over producers—for now. Mazumdar also shares names of gold companies with "bite-sized" capital needs from Burkina Faso to California, as well as the apples of his eye in the Athabasca Basin, where management teams with significant track records are heading up promising exploration programs. More >

Cosmos Chiu: Assessing Gold Mines in Far-Flung Places
Source: Brian Sylvester of The Gold Report  (2/3/14)
Cosmos Chiu, executive director of precious metals equity research at CIBC World Markets, doesn't just stick to mining companies in North America. About one-third of gold comes from Africa, Chiu says in this interview with The Gold Report, so he likes to dedicate a similar amount of coverage to companies there. But knowing what to look for in intriguing districts around the world is what sets Chiu apart—that and his decidedly bullish forecast for the gold price. More >

Adrian Day: Ditch the Risk and Embrace the Upside
Source: Kevin Michael Grace of The Gold Report  (1/31/14)
Adrian Day likes to think long term, and historical trends persuade him that the bull market in gold should continue for years to come. In this interview with The Gold Report, the founder of Adrian Day Asset Management explains why he expects a significant gold price recovery in the near future. In the short term, he counsels investors to choose companies that minimize risk through royalty agreements, joint ventures and robust balance sheets. In other words, companies with the means to seize profit-making opportunities, and Day shares the names of a handful that fit the bill. More >

Porter Stansberry: Are You Playing the Right Energy Trend?
Source: Karen Roche of The Energy Report  (1/30/14)
Are you cashing in on America's free energy source? Porter Stansberry of Stansberry & Associates is more bullish than ever on what he calls America's "free energy," natural gas. He's stocked the model portfolio of his newsletter, Stansberry's Investment Advisory, with natural gas companies as well as the companies packaging it and moving it. His energy position was by far the highest-producing segment of his model portfolio over the past two years, some of those holdings even having doubled. In this interview with The Energy Report, Stansberry discusses the macroeconomic climate facing North American investors and how to take advantage of a building natural gas trend. More >

Gold Crybabies Are Born to Lose, Says Lawrence Roulston
Source: Peter Byrne of The Gold Report  (1/29/14)
Geologist, engineer, Midas-touch investor and financial newsletter publisher Lawrence Roulston has little patience for investors without the nerves to hold onto a good thing during tough times. Gold has been the main embodiment of value for thousands of years, Roulston points out, so why should tomorrow be different? In this interview with The Gold Report, Roulston has some tips on how to double down on gold investments and wipe away the tears. More >

The Numbers Don't Lie: Why the Industrial Minerals Sector Is Here to Stay
Source: Brian Sylvester of The Mining Report  (1/28/14)
There are two ways to visualize the critical metals and industrial minerals sector. Some see a hostile climate, where junior mining companies compete for scarce financing dollars. But there's a sunnier side to this story: more than ever, companies, government and academia are forming partnerships to solve a global problem—the ongoing need for scarce critical materials. In this Mining Report interview, Luisa Moreno, industrial minerals analyst with Euro Pacific Capital, discusses the challenges and the prospects for players in a sector she insists is here to stay. More >

David Morgan: 'The Silver Bottom Is In: Time to Hold, Add and Ride It Out'
Source: JT Long of The Gold Report  (1/27/14)
When the bulls are running for the doors, that is a sign that we have hit bottom and wise investors should hold on to their portfolios for the ride up, says Silver-Investor.com Editor David Morgan in this interview with The Gold Report
. It may take a couple of resource war-addled years for gold and silver prices to move back to profitable levels, but the right companies—and he points to five from the members-only Morgan Report files—could make money all the way up.
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