Sector Expert: Mike Niehuser

Scarsdale Equities

Image: Mike Niehuser

Mike Niehuser is an analyst with Scarsdale Equities LLC. Prior to working with Scarsdale, he founded 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

Global Insecurity Is Good for Gold, Says Mike Niehuser (2/16/15)
World

International anxiety may be good for gold prices, as gold continues to have a place as a store of value in uncertain times, says Mike Niehuser of Scarsdale Securities. Lower energy prices and a stronger dollar may provide relief for precious metal miners, especially explorers and miners working outside the United States. Management teams that have been forced to adapt to survive should do well in an upturn, and in this interview with The Gold Report, Niehuser discusses a handful of companies that fit the bill, including one in renewable energy.

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.

Recent Quotes

"CGT's drill results at Eastside validated a major geologic discovery."

— Mike Niehuser, Scarsdale Equities (9/23/15)
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"CGT's exploration team has an extensive record of success."

— Mike Niehuser, Scarsdale Equities (7/16/15)
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"CGT's Eastside is one of the most attractive new gold projects in Nevada."

— Mike Niehuser, Scarsdale Equities (6/9/15)
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"AXR is well positioned to report positive drill results through 2015E."

— Mike Niehuser, Scarsdale Equities (5/15/15)
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"AXR's environmental business, AEG, merits a Buy recommendation alone."

— Mike Niehuser, Scarsdale Equities (5/3/15)
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"CGT is successfully advancing Montagne d'Or to feasibility."

— Mike Niehuser, Scarsdale Equities (4/23/15)
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"AXR is selling below book value; we reiterate our Buy rating."

— Mike Niehuser, Scarsdale Equities (4/8/15)
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"CSQ's Bruner has a history of high-grade underground mining."

The Gold Report Interview with Mike Niehuser (2/16/15)
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"AXR's environmental business continues to grow and cover overhead while the company unlocks the exploration upside at Keno Hill."

The Gold Report Interview with Mike Niehuser (2/16/15)
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"CGT's Montagne d'Or project at Paul Isnard has good potential to expand."

The Gold Report Interview with Mike Niehuser (2/16/15)
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"CSQ has potential to rapidly move to a more advanced phase of development at Bruner."

— Mike Niehuser, Scarsdale Equities (1/14/15)
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"We are impressed by CGT and initiate coverage with a Buy rating."

— Mike Niehuser, Scarsdale Equities (1/6/15)
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"AXU continues to methodically build value."

— Mike Niehuser, Scarsdale Equities (11/20/14)
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"CGT is working to upgrade its resource estimate at Montagne d'Or."

— Mike Niehuser, Scarsdale Equities (11/7/14)
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"AXU is better positioned to restart production at the optimal time."

— Mike Niehuser, Scarsdale Equities (11/3/14)
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"AXR's expanded mining operation at Keno Hill has the potential to produce for decades."

— Mike Niehuser, Scarsdale Equities (9/8/14)
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"NRG's project pipeline is both diverse and maturing."

— Mike Niehuser, Scarsdale Equities (8/19/14)
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"NRG is is on the cusp of a period of rapid product adoption and undervalued at these levels."

— Mike Niehuser, Scarsdale Equities (7/9/14)
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"We are resuming coverage on NRG with a Buy rating."

— Mike Niehuser, Scarsdale Equities (6/13/14)
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