More Streetwise Exclusives


Douglas Forster

Newmarket Gold's Shares Up 75% in 2016 and That Is Just the Beginning
Source: Paul Guedes of The Gold Report  (3/29/16)
Newmarket Gold's shares have appreciated 75% since the beginning of 2016, but CEO Douglas Forster believes that is just the beginning. The company's storied founders have set their sights on making Newmarket the next high-quality mid-tier gold producer. In this interview with The Gold Report, Forster puts forth his vision of how, starting with the acquisition of Crocodile Gold, he will make that happen. More >


Adrian Day

Reservoir Minerals Has Many Options to Enhance Value
Source: Adrian Day  (3/24/16)
Reservoir Minerals Inc. (RMC:TSX.V) has moved up sharply this month—over 50%—after Lundin Mining Corp. (LUX:TSX) made an offer to buy part of Freeport-McMoRan Copper & Gold Inc.'s (FCX:NYSE) interest in its joint venture with Reservoir. But it remains a strong buy. More >


Gwen  Preston

Sumitomo's Quest for Gold Starts with Viscount Mining
Source: Gwen Preston, Resource Maven  (3/21/16)
Japanese giant Sumitomo Corporation is on a quest for gold. Its only exploration-level joint venture is with Viscount Mining. Resource Maven Gwen Preston explores the Viscount proposition, including the historic potential of its Cherry Creek, Nevada, land package and its potential to produce Carlin-type gold. More >


Towels Thrown In, White Flags raised? Not Yet, but Close…
Source: Michael Ballanger  (3/17/16)
In the wake of what Michael Ballanger calls a "non-decision by the U.S. central banksters," the precious metals expert remains cautious and watchful. In this article, Ballanger offers his take on what the recent Fed decision on interest rates means for investors and the markets, and the circumstances that might force him to toss in the towel. More >


Warren Irwin

Hedge Fund Chief Warren Irwin's Blockbuster Uranium Call and His Best Metal and Oil Plays
Source: Gordon Holmes of The Gold Report  (3/10/16)
The event-driven hedge fund Rosseau LP has beat its benchmark by over 50% since inception in 1998, and its founder and CIO Warren Irwin says it does so by going deep, looking at very specific events or situations that are special within industry sectors. Irwin made his name by shorting Bre-X some 20 years ago and hasn't looked back. In this interview with The Gold Report, Irwin gives us a peek into Rosseau's portfolio, discussing opportunities that he is excited about in metals, uranium and oil. More >


Paul Renken

VSA Capital's Paul Renken: Gold and Lithium Companies that Are Sizzling Hot
Source: Brian Sylvester of The Gold Report  (3/7/16)
There wasn't much sizzle in the gold equities space in recent years, but that has recently changed. Paul Renken, chief geologist and analyst with London-based VSA Capital, says the recent uptick in the gold price—which he says should stay near current levels for a while—will boost the margins of already profitable gold producers. Renken is even more bullish on lithium, while remaining optimistic about uranium. In this interview with The Gold Report, Renken provides the gold, lithium and uranium names with sizzle. More >


Negative Outside Reversal Day: Beware the Ides of March
Source: Michael J. Ballanger for The Gold Report  (3/1/16)
Precious metals expert Michael Ballanger believes we are in the very early stages of an absolutely breath-taking bull market in mining stocks and the precious metals, but like the famous Aesopian fable, sometimes it's the tortoise that wins the race by simply plodding along and exercising patience and a tad of caution. More >


Gary Economo

Graphite: What iPhones, NASCAR and Tesla Have in Common
Source: Special to The Gold Report  (2/29/16)
Focus Graphite CEO and Director Gary Economo says the tipping point is coming for natural flake mining developers—even during a depressed commodities cycle. This optimistic view is based on the urgent necessity of manufacturers today to source those critical materials and technologies needed to meet globally mandated CleanTech targets in advance of a 2020 deadline. Focus, says Economo, is on strategic trajectory to capitalize on global change with his company's high-purity graphite deposit, Lac Knife in Quebec. More >


Brent Cook Joe Mazumdar

Why Brent Cook and Joe Mazumdar Are Doubling Down on the Exploration and the Insights
Source: JT Long of The Gold Report  (2/25/16)
Now that Exploration Insights founder Brent Cook is starting to see the bright side of the mining equity cycle, he brought in former Canaccord Genuity Analyst Joe Mazumdar to cover developers and producers at the newsletter. In this interview with The Gold Report, the pair share observations from their recent travels and a short list of companies they are compiling to take advantage of a possible upswing in gold in all currencies. More >


Eric Coffin

Eric Coffin Can See the End of the Gold Bear Market and This Is What He Is Doing About It
Source: JT Long of The Gold Report  (2/23/16)
When the New York markets run out of steam, the gold market gets hot. HRA Editor Eric Coffin has been watching the companies with the best assets, waiting for just this moment. In this interview with The Gold Report, he shares the names of the best in the gold, silver, copper and uranium spaces and tells you where you can go to talk to the CEOs. More >


Bob Moriarty

Bob Moriarty: Trump Candidacy Is Sign of a Falling Empire and a Rising Resource Market
Source: Karen Roche of The Gold Report  (2/18/16)
Dramatic daily moves in the U.S. dollar, gold prices and the larger markets are pointing to a global banking collapse that will send resource prices higher in 2016, according to 321gold.com founder Bob Moriarty. In this interview with The Gold Report, he shares his insights on how mining equities will react and five names he is watching. More >


Did Mark Cuban and the Dow Just Prove Goldbugs Right?
Source: JT Long of The Gold Report  (2/12/16)
When celebrity investor Mark Cuban announces to the world that he is investing in gold, is that a sign that the ride up is just getting going, or that it has already peaked? The Gold Report reached out to long-time experts in the sector for a better understanding of what is moving the markets—negative interest rates, a topping dollar, Fed testimony, increased gold buying in China—and what that means for junior mining stocks in the coming months. More >


Geordie Mark

With Gold Looking Up, Haywood's Geordie Mark Offers Two Names for Now, Two for Later
Source: Brian Sylvester of The Gold Report  (2/11/16)
Geordie Mark, head of mining research with Haywood Securities, sees opportunity in both development-stage and producing precious metals equities, especially those domiciled in countries like Canada and Australia, where the currency has depreciated considerably against the U.S. dollar. For development-stage companies, Mark says it's all about visible time frames, good margins and a modest capex. And for producers it's all about recent performance. In this interview with The Gold Report, Mark recommends two names in each category and tells investors to stay firm on quality, margin and performance. More >


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 >


Senior Gold Producer Goldcorp Takes Large Stake in Nevada's Gold Standard Ventures
Source: Thibaut Lepouttre of Caesars Report Exclusively for Streetwise Reports   (2/4/16)
When Gold Standard Ventures announced on February 1 that Goldcorp would be investing CA$16.1 million for 9.9% of the junior's shares, industry watchers took notice. In this analysis written exclusively for Streetwise Reports, Thibaut Lepouttre, editor of Caesars Report, speculates on why the major acted when and where it did, and what it might mean for the future. More >


Ralph Aldis

U.S. Global's Ralph Aldis on the Life-Changing Magic of an Asset Allocation Plan
Source: JT Long of The Gold Report  (2/1/16)
You have to have a plan and stick to it. This wisdom from U.S. Global Investors Fund Manager Ralph Aldis is true for investors and mining companies. And it may be even more true when the market seems to be careening from one disaster to the next. In this interview with The Gold Report, Aldis shares seven companies he is sticking with come low gold prices or a high Purchasing Managers Index. More >


Trent D'Ambrosio

Inception Mining's Diverse Batch of Assets Offers Production Now, Growth Later
Source: Brian Sylvester of The Gold Report  (1/26/16)
Inception Mining is producing gold at its Clavo Rico operation in Honduras and is preparing to begin contract gold mining at its U.P. & Burlington project in the mountains of Idaho. Add in resource expansion and some exploration upside in Nevada and you have a story with lots of interesting angles. Inception CFO and Director Trent D'Ambrosio shares with The Gold Report his company's plans to boost production and expand mine life at Clavo Rico. 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 >


Florian Siegfried

Five Companies Swiss Asset Manager Florian Siegfried Is Watching
Source: JT Long of The Gold Report  (1/18/16)
When a leading Swiss bank recommended its clients sell all their gold, AgaNola Asset Manager Florian Siegfried knew the precious metal was preparing for an upswing. In this interview with The Gold Report, he shares five junior mining names that have made smart moves during the down time and are well positioned for an upswing. More >


Morgan Poliquin

Almaden: Succeeding in a Tough Resource Market with World-Class Management and Gold-Silver Discovery
Source: JT Long of The Gold Report  (1/13/16)
With approximately $5.5 million in the bank, a 3.5-million-ounce gold equivalent Measured and Indicated resource, zero debt and a robust, updated preliminary economic assessment, Almaden Minerals Ltd. CEO Morgan Poliquin says the company is in position to not only survive this tough market but to continue adding significant value at a deep discount. While other companies are trying to figure out how to keep the lights on, Almaden has been active. The company recently completed a spinout of a large portfolio of exploration projects and royalties—including a royalty on Ixtaca—into Almadex Minerals Inc. and purchased an option on a mint condition mill that reduced the initial capital cost estimate by some $70 million. In this interview with The Gold Report, the second-generation geologist points to the fact that 95% of the Tuligtic property, which hosts the Ixtaca Zone, remains unexplored and that the company can drill for about a third of what most operators pay. He says that the company’s market cap is less than the savings from the purchase of the mill, as an indication that a potential buyout is a plausible scenario. More >


Jayant Bhandari

How Does Jayant Bhandari Maximize Returns and Minimize Risk?
Source: Brian Sylvester of The Gold Report  (1/11/16)
Sometimes a market in turmoil offers opportunity. Independent investment adviser Jayant Bhandari regularly sifts through bourses to find opportunities that maximize his reward for the least amount of risk. Bhandari currently sees two paths to value: companies that were either oversold in heavy tax-loss selling late in 2015 or in the "free upside" offered in arbitrage situations. In this interview with The Gold Report, Bhandari explains why much of the world's populace is already chasing gold and why a smattering of junior gold equity names offer more than what a market in turmoil might suggest. 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 >


Jon Awde

Gold Standard Ventures Is Uncovering Bonanza Grades in Nevada's Carlin Trend
Source: JT Long of The Gold Report  (1/4/16)
In the wake of what has been described as "obscene" intersects at Gold Standard Ventures' newly consolidated Railroad-Pinion project and a corresponding jump in the share price, CEO Jon Awde shares with The Gold Report readers his plans for moving the project forward in 2016. More >


Rick Rule

Veteran Investor Rick Rule Reveals a Unique Arbitrage Opportunity
Source: Karen Roche of The Gold Report  (1/4/16)
One of the hardest things for a mining executive to do may be nothing. But in a market that is not rewarding companies for pulling resources out of the ground, Sprott US Holdings Inc. CEO Rick Rule would prefer to see what he calls "optionality" rather than dilution from companies looking to justify salaries. In this interview with The Gold Report, he praises innovative precious metals streams on base metal projects and one Canadian company that is adding value and being rewarded for it. More >


Why CSR Makes Sense for Communities, Companies and Investors
Source: JT Long of The Gold Report  (12/24/15)
Mining companies and their shareholders have come to the realization that doing the right things in the communities where they operate is important for a lot of reasons, including the bottom line. Mining executives also tell The Gold Report that the most effective corporate social responsibility (CSR) programs are orchestrated cooperatively instead of applied prescriptively. More >