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Companies Commented On
- Alexco Resource Corp.
- Alter NRG Corp.
- ATAC Resources Ltd.
- Barrick Gold Corp.
- Comstock Mining Inc.
- Eastmain Resources Inc.
- Excellon Resources Inc.
- Exeter Resource Corp.
- Gold Standard Ventures Corp.
- High Desert Gold Corp. - Merged with South American Silver, now called TriMetals
- International Tower Hill Mines Ltd.
- MAG Silver Corp.
- Namibia Rare Earths Inc.
- North Bay Resources Inc.
- NuLegacy Gold Corporation
- Premier Gold Mines Ltd.
- Primero Mining Corp.
- Probe Mines Limited
- Rye Patch Gold Corp.
- South American Silver taking over High Desert Gold now called TriMetals Mining
- Strategic Metals Ltd.
- Tasman Metals Ltd.
- Troy Resources Ltd.
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.
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 22ľ25, 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 ownŚor 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.
"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 Moreá>
"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 Moreá>
"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 Moreá>
"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 Moreá>
"Metallurgical testing on MKA's REE deposit in Malawi suggests that it should be fairly easy to process with relatively high rates of recovery." (7/28/14) Mkango Resources Ltd. - The Gold Report Interview with Paul Renken Moreá>