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Michael Niehuser

Beacon Rock Research , Scarsdale Equities LLC

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Mike Niehuser is the founder of Beacon Rock Research, LLC, which produces research for an institutional audience and focuses in part on precious, base and industrial metals, oil and gas and alternative energy. Previously a vice president and senior equity analyst with the Robins Group, he also worked as an equity analyst with The RedChip Review. He holds a bachelor's degree in finance from the University of Oregon.




Recent Interviews

No 'Too Big to Fail' in Mining Sector Opens Opportunities for Value Investors: Mike Niehuser (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.

Quality over Quantity Stressed at Colorado Conferences (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.

Mike Niehuser: Modern-Day Gold Rush Puts Nevada on Top (2/1/13) These days, monetary policy moves stock prices more than economic data releases, says Mike Niehuser, founder of Beacon Rock Research. While the potential for higher gold prices is compelling, the decline in the number of discoveries and grades of resources makes mining stock selection intriguing. Niehuser has scoped out jurisdictions and finds the stars are aligning to put Nevada on top. In this interview with The Gold Report, Niehuser shares the names of companies that he feels have the right stuff.

Recent Quotes

"NRG's project pipeline is both diverse and maturing." (8/19/14) Alter NRG Corp. - Michael Niehuser, Scarsdale Equities LLC More >

"NRG is is on the cusp of a period of rapid product adoption and undervalued at these levels." (7/9/14) Alter NRG Corp. - Michael Niehuser, Scarsdale Equities LLC More >

"We are resuming coverage on NRG with a Buy rating." (6/13/14) Alter NRG Corp. - Michael Niehuser, Scarsdale Equities LLC More >

"NRE's PEA and the ongoing work at Lofdal should help attract a JV partner." (5/23/14) Namibia Rare Earths Inc. - Michael Niehuser, Beacon Rock Research More >

"LODE should double the rate of gold production in 2014 to 40 Koz/year." (12/4/13) Comstock Mining Inc. - The Gold Report Interview with Mike Niehuser More >

"EXN has a very high-grade silver deposit and has rapidly increased cash flow." (12/4/13) Excellon Resources Inc. - The Gold Report Interview with Mike Niehuser More >

"ITH's Livengood project is now being optimized to work at lower gold prices." (12/4/13) International Tower Hill Mines Ltd. - The Gold Report Interview with Mike Niehuser More >

"NRE has the highest basket price for contained minerals, within a well-defined resource with excellent expansion opportunity." (12/4/13) Namibia Rare Earths Inc. - The Gold Report Interview with Mike Niehuser More >

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"NG is focusing on advancing Donlin Creek, arguably one of the world's largest undeveloped gold deposits." (12/4/13) NOVAGOLD - The Gold Report Interview with Mike Niehuser More >

"NUG has the highly prospective Iceberg gold project near Barrick's Cortez Hills mine." (12/4/13) NuLegacy Gold Corporation - The Gold Report Interview with Mike Niehuser More >

"Investors should keep an eye on PG's Cove project in Nevada." (12/4/13) Premier Gold Mines Ltd. - The Gold Report Interview with Mike Niehuser More >

"RPM has a resource, exploration upside and cash." (12/4/13) Rye Patch Gold Corp. - The Gold Report Interview with Mike Niehuser More >

"With excellent infrastructure, TSM's project presents the option for a low capital-cost project, which is appealing." (12/4/13) Tasman Metals Ltd. - The Gold Report Interview with Mike Niehuser More >

"NRE is in an excellent position to build upon metallurgical test work to date." (12/2/13) Namibia Rare Earths Inc. - Michael Niehuser, Beacon Rock Research More >

"EXN appears to have the bases of production, exploration and potential acquisition covered; it represents one of the best investment ideas undiscovered by analysts." (10/4/13) Excellon Resources Inc. - Michael Niehuser, Beacon Rock Research, Scarsdale Equities LLC More >

"NRE's Lofdal has the best potential to be a source of heavy rare earths outside of China." (7/9/13) Namibia Rare Earths Inc. - Michael Niehuser, Beacon Rock Research More >

"NRE's preliminary metallurgical results could not have been more positive." (4/15/13) Namibia Rare Earths Inc. - Michael Niehuser, Beacon Rock Research More >

"Additional drilling could advance ATX's Pinguino closer to a million-ounce Au eq deposit." (2/14/13) Argentex Mining Corporation - Michael Niehuser, Beacon Rock Research More >

"NRE reported several new discoveries in areas targeted at Lofdal." (2/7/13) Namibia Rare Earths Inc. - Michael Niehuser, Beacon Rock Research More >

"NUG's Red Hills is an early project, but I like early projects with good management teams in good areas." (2/1/13) NuLegacy Gold Corporation - The Gold Report Interview with Mike Niehuser More >

"TEN's main project is in Idaho, which has potential to surprise." (2/1/13) Terraco Gold Corp. - The Gold Report Interview with Mike Niehuser More >

"ORN is a company for investors to consider in the Lovelock area." (2/1/13) Orsa Ventures Corp. - The Gold Report Interview with Mike Niehuser More >

"I was floored by the progress LODE made since I visited the same project under different management." (2/1/13) Comstock Mining Inc. - The Gold Report Interview with Mike Niehuser More >

"NRE's Lofdal has the highest percentage distribution of HREEs in the world." (1/16/13) Namibia Rare Earths Inc. - Michael Niehuser, Beacon Rock Research More >

"NRE's resource is an exceptional, heavy rare earth discovery." (11/1/12) Namibia Rare Earths Inc. - Michael Niehuser, Resource World More >

"UCU's Bokan Mountain project has excellent potential for value enhancement." (10/23/12) Ucore Rare Metals Inc. - The Critical Metals Report Interview with Michael Niehuser More >

"NRE is, in my view, the newest and deepest-value REE company." (10/23/12) Namibia Rare Earths Inc. - The Critical Metals Report Interview with Michael Niehuser More >

"We see LODE's first gold pour as a chapter in one of the great mining stories in modern times." (10/5/12) Comstock Mining Inc. - Michael Niehuser, Beacon Rock Research More >

"NRE's initial HREE resource estimate establishes the Lofdal project as one of the most important HREE projects, superior to the peer group." (9/24/12) Namibia Rare Earths Inc. - Beacon Rock Research More >

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