The Gold Report

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 >

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 >

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 >

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 >

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 >

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 >

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 >

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 >

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 >

So Bad It's Good: Surviving 2014
Source: JT Long of Streetwise Reports  (11/25/14)
As we approach Thanksgiving in the States, Streetwise Reports
reached out to some of our most popular experts for perspective on the natural resource market during this volatile time. While some thought 2014 was so bad it was good—for contrarian investors—others will be all too happy to see the year in the rearview mirror. More >

Chen Lin Says Gold Miners Need to Produce at $1,000/oz or Less to Survive
Source: Kevin Michael Grace of The Gold Report  (11/17/14)
How low can gold go? Chen Lin expects a probable near-term low of $1,000/ounce. The author of the What is Chen Buying? What is Chen Selling? newsletter says that at that price we can expect a bloodbath of companies, both large and small. Gold cannot be kept down forever, however, and once the bottom is in, those miners that have survived will be in an enviable position, able to buy lucrative assets at bargain prices. In this interview with The Gold Report, Lin identifies several producers and one near-term project uniquely positioned for the next bull market. More >

Oliver Gross Says Peak Gold Is Here to Stay
Source: Kevin Michael Grace of The Gold Report  (10/27/14)
The wave of zero-interest liquidity washing over the financial world could result in a short-term gold bottom of $1,000 per ounce, reports Oliver Gross of Der Rohstoff-Anleger (The Resource Investor). The good news is that Peak Gold is here to stay, which means that midtier producers will soon be desperate to buy low-cost, high-quality deposits. In this interview with The Gold Report,
Gross argues that this could be the opportunity of a lifetime for contrarian investors, and suggests a half-dozen best bets to be taken out.
More >

An Ebola Armageddon Could Trigger a Rebirth in Gold and Silver Prices: Eric Sprott
Source: JT Long of The Gold Report  (10/20/14)
Could an infectious disease kill the monster that has been choking gold and silver prices for more than a year? On the heels of a lively Sprott Precious Metals Roundtable discussion, The Gold Report caught up with investor Eric Sprott to ask how a tragedy in Africa could impact the price of precious metals and mining stocks. We also spoke to his Executive Vice President of Corporate Development John Ciampaglia about a new way to gain exposure to gold. More >

Must Read: 10 Companies Adrian Day Sees as Stable in a World that Is Not
Source: Peter Byrne of The Gold Report  (10/13/14)
Fund Manager Adrian Day has a ready answer for investors wondering why the gold price has been so depressed. It is the strength of the dollar. The Bank of Japan can act like a drunken sailor buying bonds at negative interest rates and the European Central Bank can do all the quantitative easing it wants, but as long as the dollar remains high, the gold price will suffer. That is why, in this interview with The Gold Report, Day focuses on 10 companies that can remain stable at almost any price. More >

David Morgan's Secret to Being Grateful, Even at $17 Silver
Source: JT Long of The Gold Report  (10/8/14)
Manipulation and apathy can't keep silver prices down forever; there is too much demand and too much money sitting on the sidelines. In this interview with The Gold Report,
Silver-Investor.com Editor David Morgan tells us why he is grateful for his balanced approach to investing and life. He also explains why he is still excited about four developers that are moving projects forward at any price.
More >

Catalyst Check: Natural Resources Watchlist at Three Months
Source: JT Long of The Gold Report  (10/6/14)
At the Cambridge House Canadian Investment Conference in June, The Gold Report Publisher Jason Mallin asked a panel of experts picking a portfolio of stocks with upside potential for the 2014 Streetwise Reports Natural Resources Watchlist what they wanted to see in an equity. As always, Sprott US Holdings Inc. CEO Rick Rule, summed up the ideal beautifully. "We like reality at a discount," he said. Now that three months have passed, we decided to check in with Rick and co-panelists Joe Mazumdar from Canaccord Genuity and Keith Schaefer from Oil & Gas Investments Bulletin to see how that reality is playing out. You can always check the portfolio in real time at the Portfolio Tracker. More >

Canaccord's Joe Mazumdar Shares His Favorite Get Rich Slow Schemes
Source: JT Long of The Gold Report  (10/1/14)
Gold prices are down, but the prospects for fully funded development stories are up. In this interview with The Gold Report, Canaccord Genuity Analyst Joe Mazumdar shares the stories that are moving forward despite the downturn in commodity prices, and names some companies that could be the next takeover success stories. More >

Jay Taylor Urges Investors to Stay Liquid for the Coming Gold Boom
Source: Kevin Michael Grace of The Gold Report  (9/29/14)
Jay Taylor doesn't beat around the bush—he believes the price of gold is being suppressed to support the U.S. dollar and underwrite American foreign policy. But the publisher and editor of J. Taylor's Gold, Energy & Tech Stocks and host of the radio show "Turning Hard Times into Good Times" thinks that this suppression will fail, just as it did in the 1970s, when gold rose over 2,300%. In this interview with The Gold Report, Taylor urges investors to stay as liquid as possible so they can invest in undervalued companies poised to explode when the value of gold is reasserted. More >