The Gold Report

Brien Lundin Plays the M&A Game
Source: Brian Sylvester of The Gold Report  (1/28/15)
Mining investors love to talk M&A. The speculation. The buzz. Goldcorp started tongues wagging recently when it made a CA$526 million offer for Probe Mines. Brien Lundin, publisher of Gold Newsletter, believes that deal could start the ball rolling on further M&A. He predicts that as gold flows west to east at an unprecedented rate, the gold price will ultimately come under pressure and carry equity prices dramatically higher in either 2015 or 2016. In this interview with The Gold Report, he suggests that prices have never been lower on some of the most likely names in the M&A game. More >

Why Companies with Female Board Members Outperform Those Without: Amanda van Dyke
Source: JT Long of The Mining Report  (1/27/15)
Women aren't necessarily better than men, but men and women on boards together make better decisions that lead to higher returns, according to a new study on the impact of women on the boards of mining companies. As a matter of good governance, Amanda van Dyke, chair of Women in Mining (UK), analyzed the performance of companies open to new ideas, including moving beyond the old boys' network, and found that they excelled in profitmaking, environmental and social sustainability, and a host of other factors. Imagine, she challenges shareholders in this interview with The Mining Report, how much more you could make on your investments if a critical mass of the talented and best women in the industry made it to the top. More >

Heiko Ihle: Back to Precious Metals Equity Investing Basics
Source: Brian Sylvester of The Gold Report  (1/26/15)
Investing in mining equities can get rather complicated but Heiko Ihle, managing director at H.C. Wainwright & Co., says precious metals equity investors need to focus on just three criteria: jurisdiction, management and asset viability. In this interview with The Gold Report, he explains his rationale and discusses several of his preferred gold and silver names. More >

Michael Fowler Says Forget the Majors, Buy the Midtiers
Source: Kevin Michael Grace of The Gold Report  (1/21/15)
According to Michael Fowler, senior mining analyst with Loewen, Ondaatje & McCutcheon, the major gold producers have gorged on debt and sold off their seed corn. In other words, they pursued exactly the wrong strategy in the past and are now paying the piper. The intermediates, on the other hand, have better balance sheets, positive cash flow and prospects for growth. In this interview with The Gold Report, Fowler highlights five producers prospering against the odds, and three companies with near-term projects likely to be taken out. More >

Which Commodity Horses Will Be Up and Which Down on Joe Reagor's Merry-Go-Round?
Source: Kevin Michael Grace of The Mining Report  (1/20/15)
Metals are like horses in a merry-go-round, believes Joe Reagor of ROTH Capital—as some rise, others fall. In this interview with The Mining Report, Reagor explains how looming surpluses, shortages and reduced confidence in central banks will be negative for copper but positive for silver, gold, uranium and, especially, zinc. And he suggests a handful of companies in these sectors that look to be best in show. More >

Eric Coffin: Is Market Sentiment Shifting to Gold?
Source: Kevin Michael Grace of The Gold Report  (1/19/15)
Equities past their peak? Bond market dead? So where do investors go looking for returns? Eric Coffin suggests gold, both bullion and stocks. In this interview with The Gold Report, the publisher of Hard Rock Analyst explains how changes in the currency and energy markets have reignited interest in the sector, and suggests five gold explorers, plus one each in copper and uranium, poised to profit from the new economic realities. More >

Ron Stewart Presents Juicy Gold Takeover Targets
Source: Kevin Michael Grace of The Gold Report  (1/14/15)
The gold sector has always had a boom-and-bust mentality. Ron Stewart of Macquarie Equity Research says the flip side to the bear market is that the next bull market will produce phenomenal gains, and the companies leading the pack will be those that can still flourish with low gold prices. In this interview with
The Gold Report, Stewart identifies low-cost, high-grade miners, several of which are likely to excite interest from cashed-up suitors.
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Real Gold Explorers Take No Prisoners Says Thibaut Lepouttre
Source: Peter Byrne of The Gold Report  (1/12/15)
Gold-tracker Thibaut Lepouttre treks the world hunting for solid gold mines and companies with the guts to dig for riches. The editor of Caesars Report and Sprout Money tells The Gold Report why the price of gold is moving sideways for the moment. Don't be fooled by cowardly gold bears, says Lepouttre; invest in muddy, muscled, bull-headed explorers with noses tuned to sniffing out the purest form of value. More >

Radisson Mining Believes Small Is Beautiful, For Now
Source: Brian Sylvester of The Gold Report  (1/12/15)
It is good to know what you are and what you are not. Radisson Mining Resources Inc. knows what it is—a small gold exploration company with aims of becoming a small gold producer inside 28 months. Radisson Mining President and CEO Mario Bouchard believes his company has a realistic plan in place to reach its goal and it's just a matter of focus and execution. Bouchard explains his plan and his company's identity in this interview with The Gold Report.
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Will the January Effect Give Gold and Silver Miners a Bounce?
Source: JT Long of The Gold Report  (1/7/15)
The January Effect–the surge that small-cap companies may experience at the beginning of the year–goes back some seven decades. What will 2015 bring? The Gold Report talked to some experts to find out what they are expecting in the early days of the new year and which companies might be in position to take advantage. Most experts are optimistic about a bump, and some have some very interesting ways to profit from it. More >

Are You Ready for the January Effect?
Source: JT Long of The Mining Report  (1/6/15)
As far back as 1942, economists have noted that small-cap companies in particular tend to surge at the beginning of the year in a cycle known as the January Effect. After the year we have seen in the natural resources space, The Mining Report checked in with sector experts to find out whether they are expecting this traditional gift, how they are preparing for it and what companies could benefit. More >

Brent Cook: Investing During the Era of Peak Gold Discoveries
Source: JT Long of The Gold Report  (1/5/15)
We've hit peak economic gold discoveries, but unlike the new fracking technologies that saved the oil industry, there's no fracking technology to coax mineral wealth from ever-deeper deposits. In the face of this shortage, expert geologist Brent Cook of Exploration Insights is scouting out companies that are cashed up and poised to deliver value when other miners may be left scraping the bottom of the barrel. In this interview with The Gold Report, find out what Cook expects for gold exploration in 2015, and why the next few years are going to be very interesting indeed for yellow metal miners. More >

The Four Exploration Companies Bottomfisher John Kaiser Thinks Could Get Gold Investors Excited Again
Source: JT Long of The Gold Report  (12/31/14)
The junior resource market is at a historic low point, but Kaiser Research Online author John Kaiser knows it just takes one big discovery to bring excitement—and investor dollars—back to the market. It has happened before. In this interview with The Gold Report, he reveals which four companies could lead the way. More >

Resolve to Do Better in 2015: Expert Edition
Source: JT Long of The Gold Report  (12/31/14)

As natural resource investors take stock of their 2014 portfolio shifts and make adjustments for 2015, The Gold Report quizzed top experts in the sector on what resolutions they are making and—perhaps more important—what steps they are taking to make sure they stick to the hard choices they have made. We want to know if you are taking the same steps, have your own plan to make the most of whatever happens in the sector or just plain disagree. Please use the comment section to let us know what you will be investing in as we bravely face a new year.
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Chris Berry Identifies Commodity Companies with the Disruptive Advantage
Source: JT Long of The Mining Report  (12/30/14)
Globetrotting Chris Berry, founder of House Mountain Partners, finds most retail and institutional investors sitting on the sidelines waiting to see where the energy sector is headed before jumping back into the game. Game-changing disruptive technologies or sustainable end-user agreements are what companies need to succeed and he shares some likely names in the cobalt, lithium, nickel, graphite—even uranium—spaces in this interview with The Mining Report. More >

Aussie Toe Cutters Girding Companies for the Long Haul
Source: Brian Sylvester of The Gold Report  (12/29/14)
In Australia, when companies want to cut costs, they hire what are known as "toe cutters." These managers root out inefficiency and drive profitability. Vincent Pisani, senior resources analyst with Shaw Stockbroking in Sydney, Australia, says toe cutters down under are girding companies by lowering production costs to ensure profitable operations even in the face of further commodity price weakness. In this interview with The Gold Report, Pisani suggests some companies that are well positioned to succeed, even if their toes are somewhat shorter than they used to be. More >

Best of the Best: The Most Popular Thoughts from 2014
Source: JT Long of The Gold Report  (12/24/14)
As natural resources bounced all over the charts in 2014, readers turned to the experts interviewed by The Gold Report for insights on what was driving these ups and downs, and how they could protect themselves—or, better yet, benefit—from the volatility. We combed through interviews with experts featured during the year, and offer some thoughts you might want to consider as you prepare for 2015. More >

BMO Capital Markets' Andrew Kaip Says Get Ready for the Consolidation Wave
Source: Brian Sylvester of The Gold Report  (12/22/14)
Andrew Kaip, managing director of mining equity research at BMO Capital Markets, says the stark reality is that the precious metals sector is only part way through a down cycle and that structural issues will result in a fresh phase of consolidation. He adds that the small to intermediate producers will lead the consolidation charge. In this interview with The Gold Report, Kaip suggests some suitors and prime acquisition candidates. More >

John Williams: A Downhill Run for the Dollar in 2015
Source: JT Long of The Gold Report  (12/17/14)
Rosy GDP numbers may have cheered the masses, but John Williams of ShadowStats.com says we're a long way from prosperity. In this interview with The Gold Report, Williams debunks the myth of economic recovery and warns that we still have serious debts to settle. That is why he is recommending caution in 2015 to preserve purchasing power and maintain your standard of living. More >

Be Bold and Seek the Sizzle, Says VSA Capital's Paul Renken
Source: Brian Sylvester of The Mining Report  (12/16/14)
It's time to be bold, says Paul Renken, senior geologist and analyst with London-based VSA Capital. He seeks the "sizzle," or the narrative, in mining equities because the sizzle moves the story. But Renken remains selective and likes to see a significant discovery or acquisition that provides a clear path to investor returns. In this interview with The Mining Report, he recommends a veritable laundry list of companies in numerous commodities operating around the world. More >

Two Countries You Might Be Surprised to Find Hallgarten's Chris Ecclestone Likes Now
Source: Kevin Michael Grace of The Gold Report  (12/15/14)
How tight is money in the mining industry? So much so, according to Chris Ecclestone, mining strategist with Hallgarten & Co., that juniors are punished for resource estimates because the market believes they can't afford to develop their properties further. In this interview with The Gold Report, Ecclestone explains that canny juniors are choosing past-producing properties, which boast dependable resources estimated by majors and already existing infrastructure. And he names two current gold producers he believes are woefully undervalued. More >

Rob Chang Spins Yellowcake into Gold and Gold into Green
Source: Peter Byrne of The Mining Report  (12/9/14)
The long winter of falling uranium prices is about to give way to a Japanese spring. In an interview with The Mining Report, Cantor Fitzgerald's Rob Chang discusses the return of the small producers as an increasingly hungry market looks to eat up all of the available uranium. Plus, Chang likes gold and enlightens us on how gold miners are shaking profits out of slag. More >

Robert Baylis: A Taste for Tungsten—Finding the Sweet Spot for Investors
Source: Brian Sylvester of The Gold Report  (12/8/14)
Finding the right combination of factors for an investable tungsten operation is no easy matter, says Robert Baylis, managing director of London-based Roskill. Much of the tungsten space is held privately, but some publicly traded equities offer leverage to future demand growth. In this interview with The Gold Report, Baylis says investor success in this space depends on finding that sweet spot where low capital and operating costs act as the honey needed to lure end users into offtake agreements or outright takeovers. More >

Doug Loud and Jeff Mosseri Say Gold Will Regain Its Shine in 2015
Source: Kevin Michael Grace of The Gold Report  (12/3/14)
For all the talk of gold sinking remorselessly to $1,000 an ounce, the metal has risen to $1,200 per ounce and has held its ground. Have we seen the bottom? Money managers Doug Loud and Jeff Mosseri of Greystone Asset Management say that if we haven't seen the bottom, we will soon. In this interview with The Gold Report, they predict that the next bull market will result in patient investors realizing gains in the multiples and suggest several companies poised to break out. More >

Jordan Roy-Byrne Believes 2015 Will See the Renewal of Gold's Secular Bull Market
Source: Kevin Michael Grace of The Gold Report  (12/1/14)
Past performance does not guarantee future performance, as they say, but Jordan Roy-Byrne, CMT, editor and publisher of The Daily Gold Premium, is persuaded that the bottom in gold is no more than a couple of months away. And after that, look out. In this interview with The Gold Report, Roy-Byrne says that his study of gold's history explains why gold could retest $1,900 per ounce by the end of 2016 before going parabolic. More >