The Gold Report

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Notable Quotes

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Born Libertarian: Doug Casey on Ron Paul and the Price of Freedom
Source: JT Long of The Gold Report  (10/11/13)
The country may be going in the wrong direction, but born Libertarians Dr. Ron Paul and Casey Research founder Doug Casey are enjoying the power of sowing dissention by spreading ideas. In this interview at the Casey Research 2013 Summit in the wake of Ron Paul's keynote address, Casey tells The Gold Report why he believes the U.S. is looking more like ancient Rome in its final days and how he is planning for the coming crisis—in another country watching on his big-screen television. More >

Busting the Myths That Could Wipe Out Your Investments: Louis James, Marin Katusa and Rick Rule
Source: JT Long of The Gold Report  (10/11/13)
The Gold Report sat down with three of the mythbusters-in-chief at the recent Casey Research 2013 Summit. Louis James, Marin Katusa and Rick Rule debunk myths that range from quantitative easing to crowdfunding, and touch on an array of resource sectors, including gold, platinum, palladium and oil. Get insights about the work investors need to do to succeed and learn why age matters. More >

Greg McCoach Says Keep the Best and Dump the Rest
Source: Kevin Michael Grace of The Gold Report  (10/9/13)
Greg McCoach, publisher of Mining Speculator newsletter, is not ashamed to admit he has taken a big hit in juniors in the last couple of years. What he has done in response is what he advises all investors to do in this interview with The Gold Report: Get rid of the also-rans and keep and build positions in those companies that have what it takes to gain in multiples when the market recovers. And he suggests six companies that could do just that. More >

Wave of the Future Investment from the Ground Up: Byron King
Source: JT Long of The Metals Report  (10/8/13)
An increasingly high-tech world is on the horizon, but technological revolution can't take place without the right materials, especially graphite and platinum group metals. This is where mining, one of the oldest industries in human history, comes in. In this interview with The Metals Report, Byron King, editor of the Energy & Scarcity Investor and Outstanding Investments newsletters, profiles companies poised to deliver graphite and platinum group metals to tech companies working to change the way we communicate, travel and harness energy. More >

Clive Maund: The Mining Sector Resembles the Somme Battlefield
Source: Special to The Gold Report  (10/7/13)
Technical trader Clive Maund, the force behind CliveMaund.com, tells The Gold Report that the prolonged naked shorting of precious metals stocks has been immensely destructive to the sector and has left a battlefield littered with corpses, like the first day of the Battle of the Somme. The silver lining: He believes his charts are showing a Head-and-Shoulders bottom, which could signal an excellent entry point. That is good news for the companies Maund highlights, which he believes are strong enough to survive the onslaught. More >

Quality over Quantity Stressed at Colorado Conferences
Source: JT Long of The Gold Report  (10/4/13)
If it is fall, it must be conference season in Colorado. The Denver Gold Forum, held Sept 22–25, was an invitation-only event billed as featuring seven-eighths of the world's publicly traded gold and silver companies measured by production. It was preceded by the Precious Metals Summit in Beaver Creek, which focused on smaller, emerging companies, some 90 of them with market caps of at least $20 million. Attendees included analysts, fund managers and institutional investors eager to hear updates on companies they own—or may want to own in the future. The Gold Report Publisher Karen Roche and Associate Publisher Jason Mallin were there and brought back this report. More >

How Does Top Resource Fund Manager Brian Ostroff Invest in Domestic Peace of Mind? Two Words: Gold and Phosphate
Source: JT Long of The Gold Report  (10/2/13)
International uncertainty about conflict, growth and market transparency can make the world a scary place to invest your life savings. In this interview with The Gold Report, Windermere Managing Director Brian Ostroff focuses on North American gold and phosphate stories that offer an alternative to risky jurisdictions and can be profitable at even conservative resource prices. By understanding the unique supply and demand factors for each subsector, he isolates the opportunities that often get buried in the big, bad commodity basket. More >

Bob Moriarty: Ignore the Noise and Profit from Gold's Volatility
Source: JT Long of The Gold Report  (10/2/13)
Opining that Fed Chairman Ben Bernanke has put a stake in the heart of the dollar, Bob Moriarty of 321gold advises people to invest in something real or be prepared to see their investments go to money heaven. Attributing many of the declines in share prices to irrational behavior, he tells The Gold Report about several of the bright companies now selling at "absurdly cheap" share prices. More >

Rick Mills: Greenland Is the Final Frontier for Lower-Cost Mining
Source: Kevin Michael Grace of The Metals Report  (10/1/13)
Industrial minerals like copper and nickel are essential to global economic expansion. But everywhere you look, grades are getting lower, and costs are getting much, much higher. Is there a way out? Rick Mills says mining companies need to look to Greenland. In this interview with The Metals Report, the owner and host of Ahead of the Herd.com lauds the world's largest island for its vast resources, its one-stop regulatory system and its year-round access to ocean transportation. More >

Why Don Coxe Expects Gold to Soar on Good Economic News
Source: Peter Byrne  (9/30/13)
The standard wisdom on gold is that it does well in times of economic bad news such as in the 1970s, a period of stagflation and recessions, when the yellow metal rose from $35/oz to peak at $850/oz in 1980. But this time, Don Coxe, a portfolio adviser to the BMO Asset Management, believes things are different. In this interview with The Gold Report, Coxe explains why gold will rise when the economy improves. More >

Search for Speculative Juniors with the Potential to Soar: Michael Curran
Source: Kevin Michael Grace of The Gold Report  (9/25/13)
In the fall, an investor's fancy returns to the market. Michael Curran of Beacon Securities believes that the end of the summer doldrums could result in gold reaching a high of $1,500/oz this year. In this interview with The Gold Report, Curran argues that investors should pay particular attention to speculative plays with modest potential downsides and exciting potential upsides. More >

An Investing Opportunity of a Lifetime: Lessons from the Sprott Precious Metals Roundtable
Source: Moderated by John Budden of Sprott Resources  (9/25/13)
What happens when you bring together four of the top minds in the precious metals investing space to share insights from the front lines of gold, silver platinum and palladium investing? These excerpts from a Sprott Resources Roundtable featuring Gloom, Boom and Doom Report Publisher Marc Faber, Sprott Asset Management Chief Investment Strategist John Embry, Sprott Global Resource Investments Founder Rick Rule and Sprott Asset Management Founder Eric Sprott prove that great minds think big.
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Look Beyond Gold for Compelling Risk/Reward Ratios: Michael Curran
Source: Kevin Michael Grace of The Metals Report   (9/24/13)
Diversify, diversify, diversify—that's Michael Curran's advice for metals investors. So if you've been obsessively eyeing gold and silver prices, you might want to focus your attention elsewhere in the mining sector, says the Beacon Securities mining research analyst. Nothing wows the market like discoveries, and exploration success in the copper, zinc and uranium spaces are making some shareholders very happy indeed. In this interview with The Metals Report, Curran shares his top speculative picks for a diversified mining portfolio. More >

Sprott's Charles Oliver Sees the Shine Returning to Metals
Source: Brian Sylvester of The Gold Report  (9/23/13)
Has the gold price hit bottom? Charles Oliver, senior portfolio manager with Sprott Asset Management, believes that the fundamentals are in place for gold to vault from its downturn—possibly topping $2,000/oz in the next year. In this interview with The Gold Report, Oliver talks about which small-cap miners he's been adding to his portfolio before the market recognizes the illogical discounts. More >

Brent Cook: Do NI 43-101s Provide a False Sense of Security?
Source: Karen Roche of The Gold Report  (9/18/13)
Many mining companies find themselves in a high-grading dilemma, according to Brent Cook, publisher of Exploration Insights. As companies deplete higher grade reserves, they have to acquire new deposits. But unless you are a geologist, don't look to NI 43-101s to always give you reliable information about the quality of a resource. They often don't provide the data needed to make intelligent decisions, says Cook in this interview with The Gold Report. Cook is interested in investing only in world-class deposits and shares some of the names on his list. More >

Paul Renken: It's Time for Retail Investors to Capture Metals Upside
Source: Brian Sylvester of The Metals Report  (9/17/13)
When gold and silver took a plunge, institutional investors went bargain shopping right away, says Paul Renken, mining analyst with VSA Capital. Now it's time for retail investors to ride upside momentum in copper, zinc, tungsten and phosphate. In this interview with The Metals Report, Renken shares his outlook for base and minor metals, as well as the companies that could outperform on the back of climbing commodity prices. (Hint: It's not usually the majors.) More >

Is the Peruvian Government Becoming More Mining Friendly?
Source: Brian Sylvester of The Gold Report  (9/16/13)
With a credit rating higher than Mexico and Brazil, Peru should be high on the list of mining investors, but confidence has been shaken over the last few years when the government revoked some high-profile mining licenses. According to Lima-based Kallpa Securities Managing Director Ricardo Carrión and President Alberto Arispe, recent government actions might signal a reset, with the government even acting as a mediator between mining companies and the local communities. In this interview with The Gold Report, Carrión and Arispe detail the state of mining exploration in Peru and discuss companies actively exploring, including one that just received its long-awaited environmental approval.
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Finding Low-Risk Miners in Today's Minefield: Adrian Day
Source: Brian Sylvester of The Gold Report  (9/11/13)
Adrian Day is finding that the glass is definitely half full these days. While the founder of Adrian Day Asset Management believes that volatility in precious metal stocks will continue, he also believes that gold's extreme bottom is behind us and macroeconomic and geopolitical conditions will continue to support gold. In this interview with The Gold Report, Day is downright exuberant on gold stocks and discusses royalty companies, prospect generators, majors and juniors that can mitigate risk. More >

David Franklin: Is Platinum the New Gold?
Source: Peter Byrne of The Metals Report  (9/10/13)
The Goldrums of June are giving way to a new dawn for platinum group metals, says David Franklin, a market strategist at Sprott Asset Management. While white metal miners face a variety of challenges, there is an increasing demand for platinum and palladium from vehicle manufacturers in the U.S. and China. And supplies of the hard-to-find metal are vanishing day by day. Now is the time to buy into existing stockpiles of the precious metal, Franklin tells The Metals Report. More >

What Western Supply and Asian Demand Mean for Gold: Brien Lundin
Source: Brian Sylvester of The Gold Report  (9/9/13)
The global rally for gold underway since late June will soon translate to juniors, says Brien Lundin, CEO of Jefferson Financial and the publisher/editor of Gold Newsletter. With so many undervalued companies in safe North American jurisdictions, he sees no reason to add sovereign risk to a portfolio. In this interview with The Gold Report, Lundin details which companies he follows and why, highlighting one area where major discoveries are "lined up like pearls on a string." More >

Thrive, Survive or Die: Barry Allan on Stress-Testing Junior Gold Miners
Source: Brian Sylvester of The Gold Report  (9/4/13)
Analysts at Mackie Research Capital crunched the data to stress test which junior miners would thrive, survive or die at $1,000/oz gold and $18/oz silver. In this interview with The Gold Report, Barry Allan, director and vice chairman of Mackie's mining group, delves into details on some of those companies and offers hope that the sector, instead of going to hell in a handbasket, is actually rebounding.
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Dave Forest: How to Play the Looming Platinum Supply Crisis
Source: Kevin Michael Grace of The Metals Report  (9/3/13)
South Africa, platinum mining giant, is about to fall off the investment map, says Dave Forest of Pierce Points. Until the country sorts out its labor politics, there is a real need to establish alternative sources of platinum group metals, vanadium and manganese. In other words, while it's a bad time to be a miner in South Africa, it's a good time to hold in-ground reserves. In this interview with The Metals Report, Forest names deposits in the Americas and elsewhere in Africa with the potential to meet global platinum needs. But he's choosing carefully, because even in times of scarcity, Forest argues, it just won't do to develop anything other than the best, most economic mining projects. More >

Follow the Beta Plays with Junior Silver Miners: PureFunds' Andrew Chanin
Source: Brian Sylvester of The Gold Report  (8/28/13)
PureFunds has a simple strategy: Be first in the market with innovative exchange-traded funds. Andrew Chanin, PureFunds' co-founder and COO, describes the firm's ISE Junior Silver ETF and the factors that make a "leveraged play to the actual spot price of the metal." In this interview with The Gold Report, Chanin goes on to list some of the names included in the fund and explains how they contribute to its success.
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Anthony Mariano: Calling Next-Generation REE Investors
Source: Brian Sylvester of The Metals Report  (8/27/13)
If you thought you had rare earth element mining all figured out, think again. Dr. Anthony Mariano and his son, Anthony Jr., work as geological consultants to many rare earth companies, and say even they have more to learn. But if you're looking for a sector that will nurture your inner nerd, rare earth elements may be the play for you. In this interview with The Metals Report, geek out with the Marianos as they talk rare earths and igneous, metamorphic and sedimentary rocks. More >

Small (Capex) Is Beautiful in Silver and Gold, Says Salman's Ash Guglani
Source: Kevin Michael Grace of The Gold Report   (8/26/13)
Multibillion-dollar capital expenditures for precious metals projects have gone the way of the dinosaur, says Ash Guglani, research analyst at Salman Partners. In this interview with The Gold Report, Guglani delivers a report card for eight gold and silver companies, with the highest grades going to those that have kept down costs and have kept capital requirements modest. More >

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