The Gold Report

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Notable Quotes

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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 >

8 Billion Reasons to Invest in Potash: Paradigm's Spencer Churchill
Source: JT Long of The Energy Report  (12/23/14)
Potash producers have 8 billion reasons why demand for the minerals that increase food production will grow in the coming decades. Plus, a sinkhole emerging under a Russian mine is raising questions about the ability to produce enough fertilizer to feed what is projected to be an even larger and more demanding global population. The right companies could reap the benefits of exposure to the agricultural market. In this interview with The Mining Report, Paradigm Capital Analyst Spencer Churchill shares some of his favorites and talks about a unique streaming model that benefits from immediate upside. 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 >

The Copper Denominator: Gianni Kovacevic
Source: J. Alec Gimurtu of The Gold Report  (12/15/14)
Gianni Kovacevic, the author of "My Electrician Drives a Porsche?" and executive chairman of CopperBank Resources Corp., takes a scientific view of historical, social and environmental trends in energy usage and identifies copper as the common denominator. As global energy usage increases, most of that energy flows through copper. In this interview with The Gold Report, Kovacevic discusses how his book explains his approach in understanding copper's investment opportunity in a scientific context, and the role of the company he founded to take advantage of this secular trend. More >

Elliott Wave Charts Point to Shocking Countertrend for Gold: Steven Hochberg
Source: JT Long of The Gold Report  (12/10/14)
It's not just surfers who scrutinize wave patterns. Steven Hochberg, chief market analyst at Elliott Wave International, uses the Wave Principle to predict the movements of commodities and the stock market based on a number of factors, including sentiment. In this interview with The Gold Report, he reads the waves and sees indications that the stock market is headed for a downtrend, while commodities will move up, although not in a direct line.
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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 >

Reactors Restart Uranium Mines: Thomas Drolet
Source: Peter Byrne of The Mining Report  (12/2/14)
Thomas Drolet has decades of experience in capitalizing on the movement of international energy markets. The chief of Drolet & Associates Energy Services is not sanguine about the long-term potential of fracking, but in this interview with The Mining Report, he tells us why now is a great time to reinvest in the uranium space. 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 >

Harry Dent's Simple Strategy for Surviving Withdrawals from 'Markets on Crack'
Source: JT Long of The Gold Report  (11/26/14)
An aging world is a deflationary one, according to "The Demographic Cliff" author Harry Dent. In this interview with The Gold Report, he predicts a major, painful crash in the next two years based on population statistics and historic patterns. He has some positive short-term predictions for gold, and investment suggestions for how to be one of the ones still standing after the dust settles. 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 >

Florian Siegfried: Seeking Less Risky Business in Mining M&A
Source: Brian Sylvester of The Gold Report  (11/24/14)
Florian Siegfried, head of precious metals and mining investments with Zurich-based AgaNola, says there are small signs—fewer equities participating in the recent rally, greater spreads in the high-yield market—that the sentiment toward gold is changing. But we will have to wait to see if a trend forms. In the meantime, Siegfried believes all-paper M&A will gain pace, with a focus on companies that are making money at current gold prices while still trading at multiyear lows. In this interview with The Gold Report, Siegfried suggests playing it safe with some small producers and tiny developers. More >

Finding Gold Dollars in Nevada: Thomas Drolet
Source: Peter Byrne of The Gold Report  (11/19/14)
Patience is the key to a golden future for both investors and miners. Thomas Drolet of Drolet & Associates Energy Services Inc. is an energy expert who is also an avid gold investor. He typically visits the mines in which he has a stake and talks turkey with managers. He has found a sweet spot for gold in his basic portfolio—and he shares a few of his favorites with The Gold Report. More >

Credit Suisse Analyst Michael Slifirski: New Non-Chinese Graphite and Vanadium Supply Could Create New Demand
Source: JT Long of The Mining Report  (11/18/14)
More may really be better for end users and mining companies when it comes to graphite. Credit Suisse Analyst Michael Slifirski sees something a lot bigger than a zero-sum game in minerals. In this interview with The Mining Report, he explains how a steady source of graphite and vanadium from outside China could create whole new markets for energy storage and aluminum anodes. And he knows just the company to convince manufacturers to make the commitment. 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 >

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