More Streetwise Exclusives


Lawrence Roulston

Lawrence Roulston: In a Sea of Gold, Three Juniors Stand Out
Source: Kevin Michael Grace of The Gold Report  (6/25/14)
According to Lawrence Roulston, the continuing woes of the junior gold sector present a tremendous opportunity to those with the knowledge, savvy and will necessary to take advantage. In this interview with The Gold Report, the publisher of the Resource Opportunities newsletter showcases three companies with management teams that never relent in adding value to their projects. More >


Brent Cook

Brent Cook's Tips for Finding Juniors that Can Survive the Dust Bowl
Source: JT Long of The Mining Report  (6/24/14)
As romantic as the idea of the gold explorer who strikes it rich in lightning fashion is, the far more common tale is one of hard work and persistence. For investors, that means doing due diligence to search out the likely success stories. In this interview with The Mining Report, Brent Cook of Exploration Insights shares the telltale signs of success he looks for in the junior gold, phosphate and uranium sectors and discusses the synergies that stand to benefit some recent mergers. More >


Simon Moores

Tesla Gigafactory Could Be Boon for Graphite, Lithium, Cobalt: Simon Moores
Source: Brian Sylvester of The Gold Report  (6/23/14)
Tesla Motors makes the most sought-after electric cars in the world. The cars run on advanced electric batteries and Tesla CEO Elon Musk wants to build those batteries in America. Tesla has dubbed its $5-billion pet project the "Gigafactory," and it could be up and running by 2017, prompting the need for battery-grade materials like graphite, lithium and cobalt. In this interview with The Gold Report, Simon Moores, manager of industrial minerals data with London-based Industrial Minerals, helps readers sort out the critical materials investors should keep an eye on. More >


Frank Holmes

Is It 2003 All Over Again? U.S. Global Investors' Frank Holmes Predicts a Resurgence of the Love Trade for Gold
Source: JT Long of The Gold Report  (6/18/14)
Close your eyes. Imagine India growing and importing gold again freely. China and the U.S. investing in infrastructure. What would that mean for commodities? In this interview with The Gold Report, U.S. Global Investors CEO Frank Holmes outlines the developments that could move us toward that vision and the impact that scenario could have on gold, diamonds and steel. More >


Balmoral Resources: Two Projects, One Vision, Proven Share Price Performance
Source: Taylor Thoen, BTV/The Gold Report   (6/18/14)
With two 100%-owned, shallow, high-grade properties in Canada churning out results and millions of dollars in the bank to keep the drills turning, Balmoral Resources is taking advantage of elevated nickel prices and a quiet junior mining backdrop to turn investors' heads. President and CEO Darin Wagner shares his focus for moving both projects forward. More >


Michael Berry Chris Berry

It's Not About Discovering a Mine, It's About Discovering a Technology
Source: JT Long of The Mining Report  (6/17/14)
Michael and Chris Berry are back for The Mining Report's second annual father-son interview in honor of Father's Day. While they don't agree on everything, they are aligned on the importance of disruptive discoveries to help companies succeed even in a sideways market. Flexibility and selectivity are their long-term strategies in any sector, from precious metals to commodities to rare earths. More >


Philip Richards

Less Correlation Among Commodities Demands More Careful Selection: Philip Richards
Source: JT Long of The Gold Report  (6/16/14)
Commodities from coal to gold once traded in close correlation, but today the graph looks helter-skelter. This means Philip Richards of RAB Capital has had to think on his feet when choosing names for his company's Special Situations Fund. In this interview with The Gold Report, Richards explains how commodities markets have changed in recent years, and he lists companies of interest in the gold, silver, nickel, vanadium, zinc and oil and gas sectors. More >


Joe Foster

Van Eck Fund Manager Joe Foster Is Building for the Upswing
Source: JT Long of The Gold Report  (6/11/14)
Lackluster gold should find some of its sparkle in the second half of 2014, according to Joe Foster, fund manager at Van Eck Associates. The prospect of loosened import and tax restrictions in India is one potential catalyst, and stabilization in the exchange-traded funds is another positive. He shares with The Gold Report his perspective on the likely state of merger and acquisition activity in the gold equity space this year, and discusses companies positioned to ride the upswing. More >


Mark Seddon

Mark Seddon's Catch-22: We Need More Tungsten, But Projects Can't Find Funding
Source: Kevin Michael Grace of The Mining Report  (6/10/14)
Even as demand rises steadily, the world's largest non-Chinese tungsten mine will be exhausted by next year. So investors should be lining up to fund new mines, right? Not a bit of it, says analyst Mark Seddon of Tungsten Market Research. In this interview with The Mining Report, Seddon argues that a supply shortage could mean much higher prices, leading to handsome profits for those companies that get to market soonest. More >


Rick Rule Joe Mazumdar Keith Schaefer

Leave No Rock Unturned to Find Natural Resource Stocks with Game-Changing Catalysts
Source: Jason Mallin of The Gold Report  (6/9/14)
Renowned investor Peter Lynch once said, "The person who turns over the most rocks wins the game." All resource investors should be turning over rocks, but who has time to track hundreds of companies, to visit projects, to meet with management? The Gold Report has asked Sprott's Rick Rule, Canaccord Genuity's Joe Mazumdar and Oil & Gas Investments Bulletin's Keith Schaefer to identify a select group of natural resource companies they feel are poised to make a move before the end of the year. We will be tracking these precious metals and oil & gas companies with game-changing catalysts on the newly launched Natural Resources Watchlist. More >


Secrets of the Strategic Investors
Source: Karen Roche of The Gold Report  (6/4/14)
SecretsHow do you calculate ROI on investment conferences? They often require travel expenses, time away from the office and some eating of rubber chicken with mysterious sauces. But the right conference can result in a whole new way of looking at your portfolio. To evaluate the recent Altegris/Mauldin Strategic Investment Conference in San Diego, The Gold Report asked attendees for their insights on the major themes from thought leaders such as Former Speaker of the House of Representatives and host of CNN's Crossfire Newt Gingrich, Gluskin Sheff + Associates Chief Economist David Rosenberg and Hoisington Investment Management Executive Vice President Lacy Hunt.


Thoughts from the Frontline writer John Mauldin captured some of the debate waged from the stage during the 2.5 days at the Altegris/Mauldin Strategic Investment Conference when he said, "Our economic future depends on a race between two accelerating curves—debt and innovation." Attendees saw much to fear and some glimmers of hope.
More >


Ricardo Carrión Alberto Arispe

Finally, Good News for Mining in Peru: Ricardo Carrión and Alberto Arispe
Source: Peter Byrne of The Mining Report  (6/3/14)
Ricardo Carrión and Alberto Arispe of Peru-based Kallpa Securities have a boots-on-the-ground view of the politics, legal battles and investment climate for precious metals mining in the Andes. In this interview with The Mining Report, Arispe and Carrión detail the new, positive developments afoot in this region and explain why investors should get involved now, before the rest of the world catches on.
More >


Ian Parkinson's Copper and Gold Names for a Fresh Round of M&A
Source: Brian Sylvester of The Gold Report  (6/2/14)
Gold and copperGrowth for the sake of growth is over, but that doesn't mean mergers and acquisitions in the mining space are finished, says Ian Parkinson, director of equity research-mining with GMP Securities L.P. Parkinson expects a fresh round of takeover bids for underperforming single asset producers and developers that could move the needle for state-owned enterprises and multinationals. In this interview with The Gold Report, we picked Parkinson's brain for some likely targets. More >


Louis James

Louis James: Are You Ready for an Early Shopping Season?
Source: JT Long of The Gold Report  (5/28/14)
Sometimes hindsight can lead to foresight. Casey Research's Louis James says now that the market seems to agree that December was the bottom for gold, the value of these companies is becoming evident to investors, and majors could start going on a shopping spree. In this interview with The Gold Report, James sees the Osisko bidding war as a harbinger for deals to come, and discusses companies that could offer shoppers real bargains. More >


Jeff Wright

Jeff Wright: Miners that Create Their Own Momentum
Source: JT Long of The Mining Report  (5/23/14)
Jeff Wright of H.C. Wainwright & Co. doesn't anticipate a major shift in the price of gold near-term, so he doesn't expect the gold price to provide momentum for mining company stocks. Instead, he's looking at companies that can provide their own upward movement. Wright, an analyst, finds some promising candidates in some unlikely places, like environmentally friendly California, according to this interview with The Mining Report. More >


Jon Awde

Gold Standard Ventures Consolidates Southern Carlin Trend District
Source: J. Alec Gimurtu of The Gold Report  (5/21/14)
All serious gold investors know the Carlin Trend of Nevada is one of the most prolific gold producing regions of the world. Is it possible that there is an undiscovered district, not just a deposit, within that region that was missed by the majors? Jon Awde, CEO of Gold Standard Ventures, discusses how spectacular drill results have guided Gold Standard Ventures to focus on creating the southernmost mining district of the Carlin Trend—the Railroad/Pinion District. At more than 40 square miles, the district is large enough to potentially sustain a mid-sized producer. In this interview with The Gold Report, Awde describes the unique challenges of proving up a series of deposits that are in the shadow of the majors and for the first time all combined under one company in a single mining district. More >


Pierre Lassonde

Pierre Lassonde: Mining Cycles Are Good for Royalty Companies and Investors
Source: Kevin Michael Grace of The Gold Report  (5/21/14)
Pierre Lassonde revolutionized investing with the creation of the first gold royalty company. Three decades later, he is as confident in this model as ever, especially considering the difficulties of the majors in discovering large, high-grade reserves. In this interview with The Gold Report, this director and former chairman of the World Gold Council discusses the significance of the shift in gold ownership from West to East, the problem of mining scale and the results of the industry's failure to develop new prospecting technology. More >


Daniela Desormeaux

Survival Strategies in the Atacama Desert: Chilean Lithium Miners Manage by Playing the Regs
Source: Tom Armistead of The Mining Report  (5/20/14)
Lithium is an essential component of batteries for small electronics and large electric vehicles as well as for materials for the housing and construction industry. In this interview with The Mining Report, economist Daniela Desormeaux, founder of signumBOX and widely quoted expert on industrial chemicals, shines a light on the lithium industry for investors looking for a new opportunity. More >


Charles Oliver

Time Is the Trigger for Equities and Bullion: Charles Oliver
Source: Brian Sylvester of The Gold Report  (5/19/14)
Charles Oliver, lead portfolio manager with the Sprott Gold and Precious Minerals Fund, believes the only thing between investors and bigger investment returns on precious metals equities and bullion, especially silver, is time. In this interview with The Gold Report, Oliver discusses silver and gold demand drivers, as well as portfolio ideas that figure to get bigger with time as the trigger. More >


Michael Curran

Michael Curran's Three-Pronged Approach to Selecting Gold Equities
Source: Brian Sylvester of The Gold Report  (5/14/14)
With more than 2,000 junior mining companies currently trading, it's often difficult to sort out the promising gold equities. That's why The Gold Report talked with Beacon Securities Managing Director and Analyst Michael Curran about some of his favorite ideas to unearth equities that add value and gold exposure to your portfolio. More >


John Kaiser

What Will Shake Retail Investors Out of Their Shell Shock?
Source: JT Long of The Mining Report  (5/13/14)
Mining companies may just have one more year of tough going. Speaking about what he calls "the trough of a turning point," John Kaiser of Kaiser Research Online makes the case for retail investors to look seriously at discovery exploration while waiting for metals prices—gold in particular—to move back into a supercycle. In this interview with The Mining Report, Kaiser shares the names of underpriced gold, silver and zinc juniors with staying power, and explains why scandium is a metal that could save the world. More >


Adrian Day

Juniors Operating from the Driver's Seat: Adrian Day
Source: Brian Sylvester of The Gold Report  (5/12/14)
Adrian Day has spent years making money for clients by steering them into and out of positions in precious metals equities. While higher commodity prices are always welcome, the founder of Adrian Day Asset Management says in this interview with The Gold Report that he maneuvers toward more telltale fundamentals like strong balance sheets and sound business plans. He believes investors should shift toward companies helmed by experienced managers with skin in the game and with exceptional projects, and names a handful that fit the bill. More >


John Mauldin

John Mauldin's Knock on the Side of the Head to World Leaders
Source: Karen Roche and JT Long of The Gold Report  (5/7/14)
The future will be decided in a race between global advances in demand for resources, complex technology and biotech innovation, and growing sovereign debt. In this interview with The Gold Report, Thoughts from the Frontline author John Mauldin points to the sectors that could benefit from the upside of improving world demand and the possible downside of a fiscal collapse in the geographic hot spots of China, Japan and Europe. More >


Malcolm Shaw

Malcolm Shaw: Why Is the Market Ignoring These Companies?
Source: Tom Armistead of The Mining Report  (5/6/14)
Malcolm Shaw is looking at a modern-day map to buried treasure. He sees a company operating a shale-oil well that has tested at a free-flow rate of 590 barrels per day, a junior producer in Argentina working naturally fractured shale, an unrecognized frack sand resource, and a company that owns one of the most exciting uranium discoveries on the planet. Yet Shaw, a partner at Hydra Capital Partners Inc., is sometimes mystified by the lack of investor interest. In this interview with The Mining Report, Shaw talks about these projects and more, explaining how a savvy investor can profit from diamond-in-the-rough opportunities. More >


Christopher Ecclestone

Chris Ecclestone: Right Size, Right Metals Signal Success for REE Projects
Source: Brian Sylvester of The Gold Report  (5/5/14)
The rare earth elements sector is smaller than it was a few years ago, and Chris Ecclestone, mining strategist with Hallgarten & Co., thinks it needs to get smaller still. The only way to succeed, he tells The Gold Report, is by finding the right-sized project with the right REEs. He also shares his theories on China's manipulation of REE prices and touts the mineral wealth of Spain and Portugal. More >