Streetwise Silver Interviews



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 >


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 >


Randall Abramson

Picking Undervalued Gold Equities Is Akin to Picking Strawberries: Randall Abramson
Source: Brian Sylvester of The Gold Report  (4/27/15)
Randall Abramson, CEO/portfolio manager with Toronto-based Trapeze Asset Management, says that picking stocks can be like picking strawberries. If a strawberry looks terrific, other than a tiny blemish, you simply remove the blemish and enjoy the rest. But if the fruit turns out to be rotten, the entire strawberry is for the birds. Is the stock price below fair market value because there's a little blemish and the market is overreacting? Or is it a sign that the stock is rotten to the core? In this interview with The Gold Report, Abramson offers a fistful of small- and large-cap gold equity names for investors that can look past the blemishes to see quality fruit. More >


Kal Kotecha

Why Kal Kotecha Is Still Sticking with His New Year's Resolution
Source: The Gold Report Staff  (4/20/15)
Kal Kotecha, founder and editor of Junior Gold Report, says now is the time to be buying resource stocks, especially gold equities. He says the TSX Venture Exchange is the most decimated market in the world and the index will rebound to well beyond 1,000 in the next 12 to 24 months. In this interview with The Gold Report, he lists several gold and oil equities, some with near-term production narratives, others with longer-term potential.
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Derek Macpherson

M Partners' Derek Macpherson Found Three Resource Companies that Have Done the Impossible—Increased in Value 30% This Year
Source: Brian Sylvester of The Gold Report  (4/15/15)
If you don't like what people are saying about you, change the conversation. Derek Macpherson, an analyst with Toronto-based M Partners, covers three companies that are up over 30% year-to-date—and he believes those companies are performing because they got the market's attention by changing the conversation. In this interview with The Gold Report, Macpherson says companies that can change their narrative on the fly—and deliver—will inevitably perform. Macpherson covers some performers and others that he expects will perform in H2/15 and beyond. More >


Christos Doulis

Christos Doulis Separates the Precious Metals Saints from the Sinners
Source: Brian Sylvester of The Gold Report  (4/13/15)
Christos Doulis, mining analyst with PI Financial, hopes for the best but plans for reality. The bear market in precious metals is well into its fourth year and could persist into 2016. In this interview with The Gold Report, Doulis says he remains hopeful that this is the year things take a positive turn, but in case we see more of the same, he recommends a few low-cost producers with saintly management teams that keep delivering on promises. More >


Rick Mills

Four Exploration and Development Companies Rick Mills Believes Will Thrive in Tough Times
Source: Kevin Michael Grace of The Gold Report  (4/6/15)
The four-year-long bear market in metals stocks has resulted in an historic opportunity for investors, says Rick Mills, the owner and host of Ahead of the Herd. In this interview with The Gold Report, he explains that gold and other metals must rise as supply falls, so that when the market finally turns, those companies that have continued to increase shareholder value will reward shareholders many-fold. And he highlights four companies poised to do just that. More >


David H. Smith

David Smith: Love and Fear Trade Buying Will Drive Metals, and These Miners Higher. . .This Year!
Source: Brian Sylvester of The Gold Report  (4/1/15)
Despite their recent underperformance, David H. Smith, Senior Analyst with The Morgan Report, remains bullish on precious metals, especially silver and palladium, as the "love trade" heats up and the global economy adds more debt to the system. Smith believes that the secular bull run in precious metals will be reignited later this year and that investors should take advantage of the regular volatility native to silver prices. In this interview with The Gold Report, Smith provides some of the silver and platinum group metals equity names he owns and that could offer significant upside, even from current prices. More >


Ralph Aldis

Ralph Aldis: How the Five Principles of Capital Allocation Can Mean Gold Mining Success
Source: Kevin Michael Grace of The Gold Report  (3/25/15)
Everyone loves good management, but Ralph Aldis, portfolio manager with U.S. Global Investors, argues that few in the mining industry understand that the proper allocation of capital and the valuation of assets are the two criteria that separate the winners from the losers. In this interview with The Gold Report, Aldis highlights a dozen gold miners that get it and are likely to flourish even with continued low gold prices. More >


Christopher Ecclestone

Why Hallgarten's Chris Ecclestone Is Staying Long in the Mining Sector
Source: Brian Sylvester of The Gold Report  (3/16/15)
Chris Ecclestone, principal and mining strategist at London-based Hallgarten & Co., finds optimism in the most unlikely places. He says that the key reason to be cheerful in 2015 is that the mining sector remains largely ignored. Ecclestone posits that the eventual rotation of broad market money into the sector will float many boats and lead to further M&A, which could start this year. In this interview with The Gold Report, he recommends being long mining stocks and shares some long positions and possible M&A targets. More >


John Hathaway Doug Groh

The Simple Test Tocqueville's John Hathaway and Doug Groh Use to Determine if Gold Is at a Bottom
Source: JT Long of The Gold Report  (3/11/15)
Gold investors have been through a nuclear winter, but the future looks bright as mining companies bask in the glow of lower costs, better exchange rates and a flurry of mergers and acquisitions. In this interview with The Gold Report, Tocqueville Asset Management fund managers Doug Groh and John Hathaway share the names of mid-cap companies that could emerge successfully and one truly contrarian play that could be a tenbagger if their forecasts are correct. More >


Etienne Moshevich

How to Position Your Portfolio for the Coming Gold Upturn: AlphaStox's Etienne Moshevich
Source: Peter Byrne of The Gold Report  (3/4/15)
The world needs gold, says AlphaStox's Etienne Moshevich, and while it has been out of favor for the last few years, a series of macro factors point to its uptrend. In this interview with The Gold Report, Moshevich discusses 11 gold, manganese and graphite companies with management teams that have the skills to ride the wave to create shareholder value. More >


Philip Ker

Why Miners with Positive Cash Flow Deserve Your Attention: Philip Ker
Source: Brian Sylvester of The Gold Report  (3/2/15)
Cash flow. Cash Flow. Cash flow. That's where investors should focus in 2015, says Philip Ker, mining analyst with PI Financial. Ker says that Canadian and Mexican gold producers are generating greater cash flow owing to a stronger U.S. greenback and more finely tuned mine plans. In this interview with The Gold Report, he shares his top stock pick for 2015 and some equity stories that could unlock further shareholder value with the drill bit. More >


Olivier Tielens

European Investor Olivier Tielens: In a Sideways Gold Market, Explorers Offer the Most Upside
Source: Kevin Michael Grace of The Gold Report  (2/25/15)
It is a wonderful thing for miners to increase production and cut costs, says private investor Olivier Tielens. Unfortunately, in today's market, producers are not getting great prices for their gold and silver. In this interview with The Gold Report, Tielens argues that investors with positions in explorers that make discoveries realize immediate and major gains. In addition, he names four juniors with a high likelihood of positive reratings in 2015. More >


Lawrence Roulston

Where is the Smart Money Going in Mining? Lawrence Roulston's Answer May Surprise You
Source: Kevin Michael Grace of The Mining Report  (2/24/15)
Forget all the doom and gloom you hear about junior miners, says Lawrence Roulston, president of Quintana Resources Capital ULC. Canny investors should pay close attention to the flood of new money entering the sector and note carefully where it is going. In this interview with The Mining Report, Roulston presents a host of undervalued gold and silver miners with management that is not only advancing projects but, more important, enhancing shareholder value. As a bonus, many of these companies will likely be taken out at handsome premiums. More >


Shane Nagle

Modest Tailwinds Could Blow Life into Mining Equities in 2015: Shane Nagle
Source: Brian Sylvester of The Gold Report  (2/23/15)
Lower oil prices in concert with currency devaluation versus the U.S. greenback in established mining jurisdictions like Mexico and Canada could translate into sustainably increased operating margins at some operations and a rally in precious and base metals equities, says Shane Nagle, mining analyst with Toronto-based National Bank Financial. In this interview with The Gold Report, Nagle selects some promising precious metals stories, along with his two top picks in the base metals space. More >


Gwen  Preston

The Resource Maven Tells Investors How to Take Advantage of a Rising Happiness Index
Source: Kevin Michael Grace of The Gold Report  (2/18/15)
The bottom is in, says Gwen Preston, founder of the Resource Maven, but the next bull market in gold hasn't yet arrived. In this interview with the The Gold Report, she argues that investors should concentrate on finding likely takeover targets and explains that these companies are often distinguished by strong investor and institutional backing. She identifies four such companies, as well as highlighting two exciting explorers and the one gold major best positioned for a robust recovery. More >


Avoid Dodos and Find Gold and Silver Miners that Can Soar, Says Raymond James' Chris Thompson
Source: Brian Sylvester of The Gold Report  (2/11/15)
Chris Thompson, mining analyst with Raymond James, is looking for companies that can continue to deliver real growth and shareholder upside—companies that can "fly"—regardless of metal prices. The high-flyers with upside, Thompson says, have good management, strong cash flow at current metal prices, organic growth potential and are undervalued relative to their peers offering those same attributes. In this interview with The Gold Report, Thompson offers some precious metal names that could soar. More >


Bob Moriarty

The Companies Bob Moriarty Loves for the Long Term
Source: Karen Roche of The Gold Report  (2/9/15)
The rapid and massive response when the Swiss unpegged the franc from the euro will ripple across the hedge fund, brokerage and financial systems. It also will infect other currencies, according to Bob Moriarty of 321gold.com. Gold, he believes, will be the last man standing. In this interview, he tells The Gold Report where he is looking for love among midtier gold and silver stocks and explains why he has no love for overpaid CEOs. More >


Amanda van Dyke

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

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 >


Joe Reagor

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 >


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 >


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