Streetwise Critical Metals Interviews



Joe Reagor

Joe Reagor's Equity Picks for Patient Pickers
Source: Brian Sylvester of The Gold Report  (2/8/16)
Picking gold and silver equities in a stagnant price environment is a stock picker's game that requires a particular thesis—and a fair portion of patience, says Joe Reagor, an analyst with ROTH Capital Partners. In this interview with The Gold Report, Reagor outlines types of companies he prefers and pairs those with names that patient investors could parlay into promising profits. More >


Rick Mills

Rick Mills: How to Profit from the Demands of a Growing World Population
Source: JT Long of The Gold Report  (1/21/16)
As the world prepares to house, feed and care for 9.7 billion people, Ahead of the Herd founder Rick Mills is looking for the companies that will profit from the silent tsunami of demand creeping up on resource and healthcare providers. In this interview with The Gold Report, Mills reveals the six companies he thinks are well positioned in their respective sectors to ride this population wave to profits. More >


Why Is Charles Gibson Nervous About the Fed's Actions?
Source: Brian Sylvester of The Gold Report  (1/7/16)
Charles Gibson, an analyst with London-based Edison Investment Research, is nervous. Gibson says the U.S. Federal Reserve's statement that it would push the benchmark interest rate to 1.375% by the end of 2016 could send the U.S. economy in the wrong direction for the sake of containing mostly nonexistent inflation. He says the economy's capacity to sustain higher interest rates—especially higher real interest rates—is limited and that could ultimately create greater safe-haven investment demand for gold. In light of some choppy economic times ahead, Gibson and his colleague Tom Hayes recommend defensive equity names with little risk in this interview with The Gold Report. More >


capitalwinery

How Investors at the California Capital Conference Picked the Next Top Small-Cap Companies
Source: Staff of The Gold Report  (12/7/15)
If only someone could bottle the experience of finding an overlooked company, investing for pennies a share and cashing in for 10, 20 or 30 times what you paid. Priceless, right? But how to find those companies? Small caps aren't covered by the mainstream press and analysts the way blue chips are, and determining value of an early-stage company before profit and loss statements take on real meaning and big questions about science and markets are answered can be difficult. That is why veteran investors like Tom Swaney, president of California-based Harwood Capital Inc., like to meet management in person at events like the California Capital Conference. More >


Philip Richards

RAB's Philip Richards: Why a Gradual Bull Market in Metals Is on Its Way
Source: Kevin Michael Grace of The Gold Report  (11/23/15)
After five trying years, RAB Capital Founder and President Philip Richards sees the light at the end of the tunnel. In this interview with The Gold Report, he argues that a continued zero-interest-rate policy from the Fed will be good for gold and silver, while continued quantitative easing will be good for base metals. Many fine mining companies now trade at deep discounts relative to their NPVs, and Richards suggests a half-dozen poised to take off once the new bull market finds its legs. More >


Eric Lemieux

PearTree Securities' Eric Lemieux Enumerates Québec Companies with Cash and Catalysts
Source: Brian Sylvester of The Gold Report  (11/9/15)
Few know and understand Québec-based mining projects like Eric Lemieux, mining analyst with PearTree Securities Inc. He understands that the low commodity price environment is hindering widespread exploration but explains that for companies with cash, exploration dollars go further in tough times. In this interview with The Gold Report, Lemieux provides some perspective on several brownfield exploration projects he recently visited in Québec's Abitibi and Val-d'Or regions, while providing updates on other Québec gold and other mining projects with near-term catalysts. More >


Joseph McAlinden

Four Reasons Investment Strategist Joe McAlinden Likes Hard Assets, Especially Gold
Source: Special to The Gold Report  (11/2/15)
In September, former Morgan Stanley Investment Management Chief Global Strategist Joe McAlinden announced in an interview with The Gold Report that he had reversed his view on commodities. In this interview, he predicts that the gold price could double in the next two year and envisions even more upside for the mining equities. More >


Sam  Riggall

Cleaner Water and Stronger Aluminum Drive Clean TeQ's Future
Source: Kevin Michael Grace of The Gold Report  (10/21/15)
Australia's Clean TeQ Holdings Limited, a long-time industry leader in environmental remediation, has recently partnered with China's largest power generator to treat waste water with its unique continuous-ion technology. This technology also allows Clean TeQ to extract metals from minerals and industrial waste, but as Clean TeQ Chairman Sam Riggall explains in this interview with The Gold Report, the company is also on track to open the world's first standalone scandium mine, and has already inked collaboration agreements with the end users that will use this currently rare metal to make aluminum lighter and stronger. More >


Blair Way

Flinders CEO Blair Way: What Tesla Needs to Know About the Graphite Sector
Source: Special to The Gold Report  (9/8/15)
Tesla's moves toward manufacturing auto and home storage has set off a buzz of misunderstandings and opportunities in the graphite space as some 40 TSX and ASX junior miners position themselves to meet anticipated increased future demand for this critical mineral. In this interview with The Gold Report, Flinders Resources CEO and President Blair Way shares the four factors to consider when analyzing a graphite company. Warning: It is a very different proposition than investing in a gold company. More >


James Wilson

Can a Weak Australian Currency Blow Investment Dollars Toward Mining Companies? Morgans' James Wilson Singles Out Three Gold Companies Making Headway
Source: Special to The Gold Report  (9/3/15)
A weak Australian dollar has pushed up gold prices down under and made gold mining companies with low all-in costs more attractive to investors. In this interview with The Gold Report, Morgans Senior Analyst James Wilson shares the names of ASX-listed gold, iron and graphite companies worth watching. More >


Mick Carew

Haywood's Mick Carew Explains Why Now Is an 'Opportune Time for Consolidation' in the Mining Space
Source: Brian Sylvester of The Gold Report  (8/24/15)
Mick Carew, a research analyst with Haywood Securities, hopes we have found the bottom of the commodity cycle but expects M&A activity to continue apace through the rest of this year and into 2016 as low metals prices force the hands of underfunded management teams. Carew says M&A is commonly viewed as a potential indicator of a swing in market sentiment, and in this interview with The Gold Report, he discusses a handful of his favorite names, some of which could become M&A targets. More >


Thinking Outside the Commodity Box: Benchmark's Investment Primer for Lithium, Cobalt and Graphite
Source: Brian Sylvester of The Gold Report  (8/10/15)
It's often difficult to understand the global markets for critical minerals so The Gold Report narrowed it to three—lithium, cobalt and graphite—and brought in Simon Moores, managing director of London-based Benchmark Mineral Intelligence, and the firm's analyst, Andrew Miller, to provide insight into minerals that they say need to shed their labels as traditional commodities and embrace their future as niche, raw-material solutions for a growing list of technology manufacturers. As Benchmark prepares to embark on its World Tour, Moores and Miller discuss supply chain visibility and the impact of disruptive technologies on these markets, as well as companies seeking to leverage lithium, cobalt and graphite into investable business models that will lure investors with a long-term outlook. More >


Luisa Moreno

Luisa Moreno Explains Why Metallurgy Is So Important in Critical Metals Projects
Source: Brian Sylvester of The Gold Report  (7/23/15)
Luisa Moreno, managing partner and analyst with Toronto-based Tahuti Global, says there are many things investors must pay attention to when it comes to critical metals projects, but nothing should trump metallurgy. That's because no two deposits are precisely the same, and having a clear understanding of how to economically recover those metals and get them into end-users' hands is usually the difference between higher share prices and failure. In this interview with The Gold Report, Moreno discusses several companies developing critical metals deposits with established metallurgy and other attributes that put them on the path to success. 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 >


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 >


Richard Karn

Three Australian Miners Richard Karn Believes Are Positioned for Success
Source: Special to The Gold Report  (6/1/15)
Despite the collapse in broad commodity prices, numerous specialty metal prices have held or even gone up in the last few years: companies with the potential to produce these metals couldn't attract capital, and the tightness today is now likely to become shortages tomorrow, says Richard Karn, managing editor of The Emerging Trends Report. When institutional capital eventually comes back to the sector, money will flow first to companies in or nearing production now. In this interview with The Gold Report, Karn highlights three such companies in Australia producing graphite, tungsten, rare earth elements, hafnium and other specialty metals. 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 >


Ryan Castilloux

Why Everyone Is Talking About Scandium: Ryan Castilloux
Source: Brian Sylvester of The Gold Report  (5/4/15)
Ryan Castilloux, founding director and market research analyst with Adamas Intelligence, is getting a lot more inquiries about scandium. Investors are asking: What is scandium? How is it used? What are its growth prospects? And how can I make money in scandium? In this interview with The Gold Report, Castilloux provides an overview of the scandium market and its publicly listed players with advanced-stage projects. With one tonne of scandium fetching $5 million or more, Castilloux says those with a bullish outlook on scandium will never find a better buyer's market. 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 >


Ryan Castilloux

Ryan Castilloux's State of the REE Market Address
Source: Brian Sylvester of The Mining Report  (4/28/15)
We are five years into this new market for rare earths: five years that dawned with higher rare earth elements prices, that unfolded with a new generation of publicly listed junior resources companies with REE properties and projects, and that saw a vicious bear market spread across the domestic and global mining sectors. But soon we will turn the page, says Ryan Castilloux, founding director and market research analyst with Adamas Intelligence, following a price rally for magnetic REEs that could regenerate investor interest and further buoy the sector. In this interview with The Mining Report, Castilloux discusses four REE projects that continue to advance, as well as companies making strides with REE extraction and separation technologies. More >


Rupert Merer

How to Make Money in Renewable Energy: NBF's Rupert Merer
Source: Peter Byrne of The Mining Report  (4/21/15)
As the political and financial pressures on fossil fuels mount, investors are starting to explore the renewable energy space with an eye toward reaping its potential. Rupert Merer analyzes that growing energy sector for National Bank Financial and tells The Mining Report why betting on the future of renewables is a prudent strategy for profit growth. More >


Chris Berry

Disruptive Stock Watcher Chris Berry Cautions Investors About the Real Potential of Deflation
Source: JT Long of The Mining Report  (4/7/15)
Where can investors turn when global quantitative easing and the Energizer Bunny of dollars is crushing commodity prices to within an inch of the junior miners' lives? In this interview with The Mining Report, Disruptive Discoveries Journal writer Chris Berry suggests dedicating yourself to understanding the technologies and paradigm shifts that can lower costs, and participating in the growing electric car and energy storage battery markets. He names some of the innovative companies that are finding new ways to separate the most valuable resources and enter the supply chain before it is too late. More >


Simon Moores

Where Will the Graphite, Lithium and Cobalt for the Battery Revolution Come From?: Simon Moores
Source: Kevin Michael Grace of The Mining Report  (3/24/15)
Following the lead of Tesla Motors, LG Chem, Foxconn and others are racing to build megafactories to build batteries for electric cars. Yet even now the world supply of graphite, lithium and cobalt needed to supply these factories is insufficient. In this interview with The Mining Report, Simon Moores, managing director of Benchmark Mineral Intelligence, explains that we can soon expect healthy prices for all three metals, but the juniors that will succeed in the market must first and foremost learn to meet the needs of the end users. More >


Philip Richards

Why Goldman Sachs Is Wrong About Commodity Prices: Philip Richards
Source: JT Long of The Mining Report  (3/17/15)
Goldman Sachs delivered a dire commodities outlook earlier this year, but RAB Capital Founder Philip Richards still sees compelling buying opportunities. In this interview with The Mining Report, Richards discusses his outlook for oil, gold, vanadium, zinc and nickel, and profiles companies with projects that will see the light of day even in harsh price environments. A few of these names have doubled in stock value in recent months, and still others look poised to deliver multiple returns on investment. 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 >


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Notable Quotes

"FPC released some metallurgy results that are looking quite robust."
The Gold Report Interview with Florian Siegfried
"PGLC will provide a resource estimate update in Q2/16."
– Bhakti Pavani, Euro Pacific Canada
"RD might have some positive surprises for the market."
– Thibaut Lepouttre, Caesars Report
"NMI's exploration targets could become accretive to production totals."
– Heiko Ihle, H.C. Wainwright & Co., Rodman & Renshaw