Streetwise Gold Interviews



Experts' Guide to Getting the Most Out of Company Presentations
Source: JT Long of The Gold Report  (7/28/15)
What can you really learn from the fuzzy project diagrams, site photos and columns of numbers often shown in dark rooms at conferences? A lot, if you know what you are looking for, according to the experts. Beyond the warnings about forward-looking statements, corporate presentations often contain the details that could make or break a project's economics. And many companies time the release of important information to coincide with events like the
Sprott-Stansberry Natural Resource Symposium, going on now in Vancouver. For those who weren't able to make the trip or are doing their homework in a hotel room somewhere, The Gold Report asks veteran investors what they look for in a corporate presentation when evaluating a possible opportunity. As a bonus, we included links to several company presentations shown in Vancouver so you can practice your analyzing skills.
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Joseph  Fazzini

Six Miners Dundee's Joseph Fazzini Believes Will Weather the Storm
Source: Brian Sylvester of The Gold Report  (7/27/15)
With ongoing volatility expected in the gold space, mostly owing to global economic weakness, investors should focus on quality gold names with three key attributes to weather the current metal price environment, explains Joseph Fazzini, vice president and senior analyst with Toronto-based Dundee Capital Markets. Fazzini says those attributes are low-cost, long-life assets; defensive balance sheets; and responsible management teams. In this interview with The Gold Report, Fazzini lists six Buy-rated names with those key attributes and more. More >


Stefan Ioannou

Stefan Ioannou's Ways to Ride the Next Zinc and Nickel Waves
Source: Brian Sylvester of The Gold Report  (7/16/15)
Base metals prices are feeling the undertow but Stefan Ioannou, mining analyst with Haywood Securities, says that this is temporary—and that investors may not have to wait long for the next wave of higher zinc and nickel prices. Ioannou says zinc prices could even reach "bonanza" prices over the medium term. Nickel prices, meanwhile, could rebound as quickly as late 2015. In this interview with The Gold Report, Ioannou discusses some equities well positioned to ride the base metals waves as they come in cycles. More >


Brent Cook

Nine Companies Brent Cook Expects to See on the Other Side of the Gold Market Wasteland
Source: JT Long of The Gold Report  (7/13/15)
Markets are cyclical and even though it feels like the end of the world after years of junior resource stock market declines, history indicates that bear markets are actually an opportunity to own tomorrow's superstars for pennies on the dollar. In this interview with The Gold Report, market veteran and Exploration Insights author Brent Cook shares his travel stories and the companies he thinks will shine when the sun returns to commodity prices. More >


Steve Alfers

Pershing Gold NASDAQ Uplist Is Part of Larger Resource Expansion and Production Push
Source: Peter Byrne of The Gold Report  (7/9/15)
Catalysts can drive stock prices, and Pershing Gold has had quite a few lately, including a stock split, uplisting to NASDAQ and an updated resource estimate on the Relief Canyon Mine in Nevada. And in this interview with The Gold Report, CEO Steve Alfers says there is still more to come for the near-term producer. An economic study and more resource updates are planned by the end of the year. More >


China, Greece and the NYSE: Black Swans or Red Flags?
Source: Special to The Gold Report  (7/9/15)
Scary. That is the word that kept coming up over and over as the news came in this week. Greece technically defaulted. The Shanghai Composite index dropped some 30%. And then a computer glitch caused the NYSE to be down for three hours. Are these headlines just blips on the equities markets? Do they have long-term implications for resource stocks? To answer these questions, we did what we do best at The Gold Report and asked the experts what is causing all the black swans and what they are doing to protect their investments. More >


Marin Katusa

Marin Katusa: Tricks Anybody Can Use to Out-Invest the Top Fund Managers
Source: Karen Roche of The Energy Report  (6/30/15)
You don't have to be a geologist or a workaholic fund manager to spot deals in the natural resources space—although it helps if you know a good one. Focus on the people behind the company, find out if they have skin in the game, and wait until you can get in at a lower price than their price. Then be patient. In this interview with The Energy Report, Marin Katusa, founder of Katusa Research, shares some of the names in the uranium and oil and gas space that could add up to future profit for any investor. More >


Jeb Handwerger

Jeb Handwerger: Fed Interest Rate Increase Could Be Best Thing to Happen to Gold
Source: JT Long of The Gold Report  (6/29/15)
A true contrarian knows that when everyone says an interest rate hike by the Federal Reserve would kill stocks, that is the best time to double down on junior mining names. In this interview with The Gold Report, Gold Stock Trades author Jeb Handwerger shares the names of the companies he thinks could do well through the drill bit or by acquisition regardless of when the inevitable turnaround comes. More >


Rick Rule and Porter Stansberry's Guide to Protecting Your Portfolio from the Ravages of the Currency Wars
Source: Karen Roche of The Gold Report  (6/25/15)
Russia, China and the U.S. are in a battle for currency dominance and natural resource stocks have been buffeted as a result. When the dust settles, smart natural resource investors could be the big winners as long as they have taken the right protective measures. In this interview with The Gold Report, Sprott USA Holdings CEO Rick Rule and Stansberry & Associates Investment Research founder Porter Stansberry—the men behind the upcoming Sprott-Stansberry Vancouver Natural Resource Symposium—share their strategies for picking good companies no matter what happens on the political front. More >


Paul Renken

Paul Renken's Gold, Graphite and REE Names Poised for Gains
Source: Brian Sylvester of The Gold Report  (6/22/15)
Paul Renken, mining analyst with London-based VSA Capital, spends much of his time researching small and micro-cap resource equities and the commodities central to their business models so we don't have to. In this interview with The Gold Report, Renken suggests some of his favorite graphite and rare earth names, as well as a handful of gold equity picks. More >


Geordie Mark

Geordie Mark Focuses on Miners Making Money at $1,200/oz Gold
Source: Kevin Michael Grace of The Gold Report  (6/18/15)
Gold producers certainly needed a break, and now they have two, reports Haywood Securities Mining Analyst Geordie Mark. Much lower energy costs and the strength of the U.S. dollar mean that producers can and do make money at $1,200 per ounce gold. In this interview with The Gold Report, Mark touts the virtues of three multi-mine producers that have exploited their free cash flow to expand their operations and make prudent acquisitions. And he highlights two near-term producers in Africa that should soon produce good margins and reward shareholders. More >


James  Hesketh

Atna Resources' Pipeline Puts It in Position to Soar
Source: Kevin Michael Grace of The Gold Report  (6/18/15)
When James Hesketh became president and CEO of Atna Resources in 2009, the company had plenty of promise but no gold production. Today, Atna has two producing mines—Briggs in California and Pinson in Nevada, with excellent prospects for expansion. Yet Atna shares can be had for only a dime. In this interview with The Gold Report, Hesketh explains how he intends to bring his company up to 100,000 ounces a year using primarily internal cash flow and how a rising gold price would reward investors with multiples. More >


Chris Berry Michael Berry

Chris and Michael Berry: What the Boomers Got Wrong—and Right—About Natural Resource Investing
Source: JT Long of The Gold Report   (6/15/15)
What do Gen Xers not understand about value investing? What can Millennials learn from today's resource investors? In anticipation of Father's Day, The Gold Report, quizzed Chris and Dr. Michael Berry, authors of the Disruptive Discoveries Journal, on how investing has changed over the years in the gold, silver, niche metals and energy space, and what they are investing in today to make sure they survive to see the next cycle. More >


Gwen  Preston

Why Gwen Preston Is Buckling Her Seat Belt for What Could Be an Interesting Summer
Source: Brian Sylvester of The Gold Report  (6/11/15)
The summer months are the time to establish positions in the "best of the best" at valuations the mining sector has not witnessed in 20 years, says Gwen Preston, editor and publisher of Resource Maven, a subscriber-based junior mining newsletter. She doesn't know if the mining stock rally will start this summer but that really doesn't matter—what matters is that we are at the bottom. In this interview with The Gold Report, Preston says if the TSX Venture Exchange starts to see gains over the summer months, buckle your seat belts because that's a sure sign that the long-anticipated stock rally has begun. More >


Hard-Core Investors Found Real Resource Projects in a Vancouver Conference Center
Source: JT Long, The Gold Report  (6/8/15)
When the market bears are growling, contemplating a trip to a showcase of the companies currently in the grip of that punishment can seem daunting, but resource experts say now is exactly the time hard-core investors need to be out talking to management, hearing their stories and figuring out which companies will be on top when the good times come. The Gold Report spoke to some of the experts at the recent Metals Forum and Cambridge House Vancouver Resource Investment conferences, who shared some of the nuggets they gleaned from the podium and exhibit hall. More >


Maria Smirnova Paul  Wong

Sprott Fund Managers: Sticky Contrarian Investors Wanted
Source: JT Long of The Gold Report  (6/4/15)
When Paul Wong and Maria Smirnova took over management of the Sprott Gold and Precious Minerals Fund in January, the first thing they did was focus on liquidity. In this interview with The Gold Report, the two share their secrets for maintaining the discipline required to execute on a contrarian investing philosophy while taking advantage of the trading opportunities that open up in the final stages of a bear market. More >


Raj Ray

Junior Producers Riding Exploration Success to Reratings: Raj Ray
Source: Brian Sylvester of The Gold Report  (5/28/15)
In this interview with The Gold Report we learn that it's not enough for junior gold producers to have strong management teams running thrifty, efficient operations. These companies must be able to extend their mine life, either through exploration or distressed M&A, to reach the coveted market rerating, says National Bank Financial Mining Analyst Raj Ray. He covers a growing list of companies that, with help from depreciating currencies, are up about 75% year-over-year and could see further gains with success via the drill bit. Ray shares those names and others with outsized leverage to a big move in the gold price. More >


Thibaut Lepouttre

'Lean and Mean' Is the Secret to Junior Mining Equity Success: Thibaut Lepouttre
Source: Brian Sylvester of The Gold Report  (5/21/15)
Thibaut Lepouttre, editor of Belgium-based Caesars Report, says the gold price is range bound and if you want to be in gold equities you have to find "lean and mean" precious metals producers that are generating cash flow or have a clear path to cash flow at $1,200 per ounce gold. Lepouttre tells investors to look for projects with economic studies demonstrating high internal rates of return, as those projects are more likely to attract financing and command a market premium. In this interview with The Gold Report, Lepouttre talks at length about some of his favorites inside and outside the gold space. More >


Ricardo Carrión Alberto Arispe

Why Ricardo Carrión and Alberto Arispe Are Optimistic About Mining in Peru
Source: Kevin Michael Grace of The Gold Report  (5/18/15)
Despite headlines about deadly protests and the collapse of funding for juniors, Ricardo Carrión and Alberto Arispe of Kallpa Securities in Lima remain steadfastly optimistic about the future of mining in Peru. In this interview with The Gold Report, Arispe and Carrión highlight the mining-friendly government, the new production from many sources and point to several juicy projects that lack only the means to further unlock Peru's mineral riches. More >


Eric Coffin

Eric Coffin Pinpoints the Mining Companies with Resources that Are Right for Today's Market
Source: Brian Sylvester of The Gold Report  (5/14/15)
Eric Coffin, long-time editor of the Hard Rock Analyst group of publications, has seen the all-time highs in the junior mining space, and the current three-year bear market has taught him to adjust his expectations. He says the companies that he follows that have performed recently all had a specific event—a bigger resource number, a new economic study or even a discovery—that prompted the market to rerate the stock. Coffin says that, as always, it is about solid management and good projects, but it's no longer about who has the biggest copper or gold resource, it's about which company has a resource that makes sense. In this interview with The Gold Report, he suggests some companies with resources that not only make sense but could make even more sense to larger companies.
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Shawn Wallace

Auryn's Management Finds Success in the Prudent, Measured Approach
Source: Brian Sylvester of The Gold Report  (5/11/15)
After Agnico Eagle Mines gobbled up Cayden Resources in a mostly share-based deal worth CA$205 million, Shawn Wallace and Ivan Bebek are back with another gold exploration story: Auryn Resources. The successful tandem—with Wallace as CEO and Bebek as chairman—have a following among junior gold investors and hope to grow the Committee Bay gold project in Nunavut into a district-scale project worthy of a suitor's interest. If that's not enough, the company has plans to acquire a low-cost, high-quality gold asset to add to its project portfolio. In this interview with The Gold Report, Wallace shares his perspective on the junior market and his lofty goals for Auryn. More >


Joe Reagor

Five Mining Companies Joe Reagor Believes Are Ahead of the Curve
Source: Kevin Michael Grace of The Gold Report  (5/11/15)
ROTH Capital's Joe Reagor believes that the price of gold will rise as confidence falls in the value of the U.S. dollar. In the meantime, several companies with great assets are struggling to raise financing and are thus considerably undervalued and possible takeover targets. In this interview with The Gold Report, he highlights three juniors and two mid-cap producers that are flying under the radar of investors. More >


Chris Mancini

Chris Mancini's High-Quality Gold Miners that Have Positioned Themselves Well in the Downturn
Source: Kevin Michael Grace of The Gold Report  (5/6/15)
Chris Mancini, an analyst with the Gabelli Gold Fund, is confident that gold's day will come, perhaps as soon as 2016. He argues that the decline of confidence in paper currencies is inevitable and that the Federal Reserve is fast running out of ways to prop up the U.S. dollar. In this interview with The Gold Report, Mancini advises investors to go for the best of the best: gold miners with cash flow, great balance sheets, low costs and good management. And he also highlights several companies that are unloved now but will become so when the gold price rises. More >


John Kaiser

Survival Guide for the Mother of All Bear Markets from Veteran Bottomfisher John Kaiser
Source: JT Long of The Mining Report  (5/5/15)
When North Americans wake up to the dangers of relying on China and Russia for essential metals like zinc, rare earths, antimony, niobium and scandium, the juniors now suffering with anemic stock prices could turn into cash producing machines worth writing home to mom about. In this frank assessment of everything from gold and diamonds to potash and zinc, Kaiser Research Online author John Kaiser names for The Mining Report readers the companies that could be swept up in a rush to security of supply. More >


Duncan Hughes

Duncan Hughes: The Weak Aussie Dollar Means Strong Aussie Miners
Source: Kevin Michael Grace of The Gold Report  (4/29/15)
A weak national currency is bad news for importers and consumers but good news for exporters, such as miners. According to Australian analyst Duncan Hughes of GMP Securities, the 24% drop in the value of the Aussie dollar versus the U.S. dollar means that local gold producers can produce big margins even at US$1,200/ounce gold. In this interview with The Gold Report, Hughes names two Aussie gold miners with great cash flow, as well as several with projects in Africa, and he highlights nickel and copper companies that can expect to flourish when prices rise, as he expects they will. More >


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