The Gold Report

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The Longwave Winter of Ian Gordon's Discontent
Source: Brian Sylvester of The Gold Report  (1/20/14)
As the Fed runs low on ammunition to further suppress the gold price, Ian Gordon, founder and chairman of the Longwave Group, is extremely bullish on gold. In this interview with The Gold Report, he recounts his history of the manipulation of the gold price and its implications for the global economy. He also expands on research showing that juniors are more effective and cost efficient at making discoveries. More >

Harry Dent: How to Prosper in the Coming Downturn
Source: Karen Roche of The Gold Report  (1/17/14)
There's little happy talk in Harry Dent's new book, "The Demographic Cliff: How to Survive and Prosper During the Great Deflation of 2014–2019," yet the author sees incredible opportunities for the investors and businesses that see this crisis coming. The founder of Dent Research relies strongly on demographic statistics and trends to predict a crash starting in early 2014 and lasting into 2015 or 2016, which will make 2008 look like a mere tumble. In this interview with The Gold Report, he delves into the economic implications of Baby Boomers aging around the world, and discusses strategies for investors to protect themselves. More >

How to Avoid Pawnshop Lending: Heiko Ihle
Source: Brian Sylvester of The Gold Report  (1/15/14)
Heiko Ihle, senior research analyst at Euro Pacific Capital, wants to warn investors and companies about the perils of "pawnshop lending"—predatory lending scenarios that many junior miners find themselves in as a result of the current commodity price climate, the overall financing climate, lack of interest from the buy side and incremental deals. In this interview with The Gold Report, Ihle outlines some alternative financing options and describes the three things he looks for in junior miners at the start of 2014. More >

2014 Graphite Outlook: Price Rebound, Supply Shift and New End Uses
Source: Brian Sylvester of The Mining Report  (1/14/14)
China's recent halting of flake graphite production in Pingdu, Shandong, made headlines, and has many investors wondering how supply may shift. Simon Moores, manager of Industrial Minerals Data, tells The Mining Report that he sees an interesting dynamic unfolding in the graphite space over the next five years. As buyers for steel and battery markets compete for limited graphite supplies, the winners will be companies that can deliver the best, tailor-made products. In the meantime, offtake agreements are signaling a new confidence in the sector. More >

Chen Lin Says Investors Should Bank on Balance Sheets While Waiting for the Next Wave in Gold and Gold Miners
Source: Kevin Michael Grace of The Gold Report  (1/13/14)
For over a decade, mining companies have relied on a rising gold price to reward their decisions, regardless of whether they were good decisions. Those days are over, and Chen Lin, author of the What is Chen Buying? What is Chen Selling? newsletter, says that investors must embrace companies that can grow their balance sheets even with gold as low as $1,000/ounce. Companies that can generate cash flow and acquire assets at fire sale prices today will likely be the winners in the next wave. In this interview with The Gold Report, Lin identifies a handful of producers that meet this threshold and one explorer well positioned to join their ranks. More >

Paolo Lostritto Outlines the Lombardi Method of Gold Investing
Source: Brian Sylvester of The Gold Report  (1/8/14)
Deflation, inflation and reinflation all play into scenarios for the gold price and precious metals equity markets, as outlined by Paolo Lostritto, former director of mining equity research at National Bank Financial. How to play good defense in this unusual market? Companies with free cash flow top his list, but high-leverage, midtier producers with great management teams can satisfy investors with more appetite for risk, says Lostritto in this interview with The Gold Report. More >

Zinc or Swim: Do Base Metals Have a Future?
Source: Peter Byrne of The Mining Report  (1/7/14)
Joseph Gallucci of Dundee Capital Markets sees a rosy future for zinc investors. As the large zinc mines shut down, the juniors are stepping forward to meet growing demand for the industrial staple. In this interview with The Mining Report, Gallucci delivers smart tips for base metals investors on where to find opportunity when zinc prices start to climb. More >

Paul Harris Has Something to Say About Colombia's Gold Exploration Sector
Source: Brian Sylvester of The Gold Report  (1/6/14)
Paul Harris sees a lot of untapped value in Colombia, a land that hasn't seen the arrival of modern mining due to a government sluggish to implement speedy approval processes. But Harris, editor of the Colombia Gold Letter, believes there are still some opportunities out there, pummeled by the market but poised to be buoyed by a more accommodating political climate and rising gold prices. He talks about the leading Colombia plays in this interview with The Gold Report. More >

New Royalty Scheme a Leveler in the Mexican Silver Space
Source: Brian Sylvester of The Mining Report  (12/31/13)
We may be headed into a new year, but Chris Thompson, mining analyst with Raymond James, expects more of the same in the precious metals prices: volatility. In this Mining Report interview, he advises investors to play that volatility. He details why—despite its higher royalty tax—Mexico remains a silver powerhouse, and which companies will feel the royalty pinch most. More >

Miners Must Mind Their Margins: Rob Cohen
Source: Kevin Michael Grace of The Gold Report  (12/30/13)
Mining success is not measured in ounces and dollars but instead by healthy margins, argues Robert Cohen, lead portfolio manager with Dynamic Funds. In this interview with The Gold Report, Cohen declares that investors should seek out projects that will earn profits of 20–35%, regardless of size, and takes us on an around-the-world tour of companies that hit this sweet spot. More >

Miners Should Launch a Gold Cartel or Risk Losing Everything, Advises Stephan Bogner
Source: Brian Sylvester of The Gold Report  (12/28/13)
It's no surprise that Stephan Bogner, analyst with Rockstone Research Ltd. and CEO of Elementum International—a precious metals trading and storage firm—advises investors to hold physical metals outside the banking system, but he also advocates mining companies keeping gold on their balance sheets and forming a cartel. In this interview with The Gold Report, Bogner discusses which exploration and development companies will be ready to produce when metals prices rise and shares his interest in the diamond, potash and uranium space. More >

Leading Indicators from the Superstars of Resource Investing
Source: JT Long of The Gold Report  (12/27/13)
Knowledge is money in resource investing. That is why The Gold Report reaches out to the top experts in the sector all year long to bring you their best investing ideas. For this special year-end feature, we asked some of your favorite thought leaders about the tools they use to spot trends and make those important buy-sell decisions. What are the early indicators that gold will rise, plummet or coast sideways? Is it Federal Reserve bond buying? China's growth rate? Lipstick sales? You may be surprised by the answers. More >

Shane Nagle: Making Your Portfolio Pricing-Pressure Proof
Source: Brian Sylvester of The Metals Report  (12/24/13)
Forget about the gold price. Forget about the copper, zinc and nickel price. Start searching out companies that can weather another few years of recovery, because it's unlikely mining companies will get any price relief soon. Shane Nagle, a metals and mining analyst with National Bank Financial, talks with The Mining Report about some names he's found that have strong balance sheets that can carry them through another few years of pricing pressures to smooth sailing on the other side. More >

Levi Spry Highlights Quality Australian Projects that Will Find Funding
Source: Kevin Michael Grace of The Gold Report  (12/23/13)
Quality will win out, says Levi Spry, senior resources analyst at GMP Securities Australia. In this interview with The Gold Report, Spry contends that funding project capital expenditures is a problem only when the underlying economics are marginal. In other words, high grades plus low costs ensure victory, and he suggests a handful of Australian companies, in gold, lithium, copper and nickel, that boast the quality needed to earn high margins. More >

Junior Mining Stocks that Will Let You Sleep at Night: Ralph Aldis
Source: Brian Sylvester of The Gold Report  (12/18/13)
The best time to buy gold is when the market hates it, especially when it comes to junior explorers with market caps under $1 billion, asserts Ralph Aldis, senior mining analyst with U.S. Global Investors. In this interview with The Gold Report, Aldis shares his main modeling themes and companies that fit the bill. He also explains the win-win-win advantages of flow-through stock issuance, a technique allowed by some noteworthy Canadian provinces. More >

Steve Yuzpe and Maria Smirnova: Why Sprott Resource Corp. Sold $76M in Bullion
Source: Brian Sylvester of The Mining Report  (12/17/13)
Private equity firm Sprott Resource Corp. recently sold off nearly $76 million in gold bullion, but don't count the firm out of precious metals yet. What is the firm shopping for with its new-found cash? In this interview with The Mining Report, new Sprott Resource Corp. President and CEO Steve Yuzpe discusses where the company will focus its capital, and Sprott Asset Management Associate Portfolio Manager Maria Smirnova shares her outlook for resource markets. More >

Lack of Demand, not Manipulation, Behind Gold Price Drop, Says CPM's Jeffrey Christian
Source: JT Long of The Gold Report  (12/13/13)
What is holding down the gold price? Fear of the end of quantitative easing? Manipulation by a few big players? Central banks leasing inventories? CPM Group Managing Partner Jeffrey M. Christian says forget about all of that. The bottom line is that demand is down as investors big and small wait to see where the price will settle before they start buying again. In this interview with The Gold Report, he explains the impact of new gold investors buying—and selling—ETFs, hedge funds, algo traders and central banks—all factors that could lead to an upward trend in gold equities in 2014 and reinforce the long-term case for owning gold. More >

James West: Falling Back in Love with Gold
Source: Brian Sylvester of The Gold Report   (12/11/13)
There's a saying that old love never rusts. James West, publisher and editor of The Midas Letter, might have broken it off with the gold space for a while, but he always knew he'd be back when the time was right. In this interview with The Gold Report, West talks about what has convinced him to start shopping for gold stocks again and the unconventional indicators he's using to signal a buy. More >

Jeb Handwerger: Follow the Fundamentals in Mining Markets
Source: JT Long of The Mining Report  (12/10/13)
It may seem like a confusing time to be a mining investor, but Jeb Handwerger, of Gold Stock Trades, insists it doesn't take a rocket scientist. "Stick to the fundamentals," he says. "The technicals will eventually reflect the fundamentals." In this interview with The Mining Report, Handwerger talks about what companies have the right foundation to shine after the market dusts itself off and starts to climb. More >

Warrants Warrant More Respect in the Resource Sector: Dudley Baker
Source: Brian Sylvester of The Gold Report   (12/9/13)
Noting that the resource sector is poised to come back "big time," Dudley Baker, editor and founder of CommonStockWarrants.com, makes the case for adding warrants to resource investment portfolios. In this interview with The Gold Report, he offers a tutorial on this underused investment vehicle, disabuses myths about warrants and shares the names of some warrants that warrant investors' attention. More >

No 'Too Big to Fail' in Mining Sector Opens Opportunities for Value Investors: Mike Niehuser
Source: Special to The Gold Report  (12/4/13)
Mining stocks may have moved from a bear market to a place where they are becoming contrarian plays, says Mike Niehuser, founder of Beacon Rock Research, opening opportunities for value investing. With the concept of "too big to fail" unknown in the mining world, the field of companies is shrinking, making room for potential winners. In this interview with The Gold Report, Niehuser warns that companies need more than good projects and cash to outperform their peers and details a dozen miners that should be on investors' radar screens. More >

Why Uranium and Coal Rank High for Energy Return on Energy Invested: Thomas Drolet
Source: Tom Armistead of The Mining Report  (12/3/13)
Not all energy options are equally good, says Thomas Drolet, principal of Drolet & Associates Energy Services Inc. Using an "Energy Return on Energy Invested (EROEI)" calculation to decide which energy sources yield the most for the least energy investment, Drolet sees hydroelectricity, natural gas, uranium and coal at the top of the list. Drolet adds that the need for reliable power will keep baseload power fueled by uranium and coal at the center of the world's electricity systems for many years, but he tips The Mining Report to some technologies looking for investment that can help make coal a more environment-friendly fuel. More >

David H. Smith: Prepare for Precious Metals to Lift Off
Source: Kevin Michael Grace of The Gold Report  (12/2/13)
The end of the year is in sight, and many investors will soon be forced to take painful losses. David H. Smith, senior analyst at The Morgan Report, says that smart investors will take care to cull the weakest mining stocks from their portfolios and reinvest the proceeds in truly undervalued companies. In this interview with The Gold Report, Smith contends that once the market has worked through this process, a rejuvenated bull market in precious metals will eventually lead to a vertical rise in equities, with platinum group metals leading the way. More >

On the Trail of Juniors with Blue-Sky Potential: Eric Coffin
Source: Kevin Michael Grace of The Gold Report  (11/27/13)
As the price of gold rose upward, junior miners chased ounces at all costs. This was a huge mistake, says Eric Coffin, because it resulted in unexciting projects, low margins and a depressed market. In this interview with The Gold Report, the publisher of Hard Rock Analyst explains that new discoveries with high margins are the essence of the junior, and he considers eight explorers with blue-sky potential and one producer with excellent prospects for expansion. More >

Jay Taylor: Cashing In on Deflationary Forces
Source: Brian Sylvester of The Gold Report  (11/25/13)
It's been a pretty rotten year for gold equities, and most investors can't wait for a fresh start in 2014. There's plenty to look forward to, according to Jay Taylor, publisher and editor of Gold, Energy & Tech Stocks and host of the radio show "Turning Hard Times into Good Times." Taylor, who is speaking at the Metals & Mining Conference in San Francisco, is forecasting a staggering rise in the real gold price, and profits for small-cap gold companies in the new year. In this interview with The Gold Report, Taylor identifies the best and brightest in his portfolio as he positions for a gold run. More >

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