Sector Experts

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) 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

"CSQ's Bruner has a history of high-grade underground mining." (2/16/15) Canamex Resources Corp. - The Gold Report Interview with Mike Niehuser More >

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

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

"CSQ has potential to rapidly move to a more advanced phase of development at Bruner." (1/14/15) Canamex Resources Corp. - Mike Niehuser, Scarsdale Equities More >

"We are impressed by CGT and initiate coverage with a Buy rating." (1/6/15) Columbus Gold Corp. - Mike Niehuser, Scarsdale Equities More >

"AXU continues to methodically build value." (11/20/14) Alexco Resource Corp. - Mike Niehuser, Scarsdale Equities More >

"CGT is working to upgrade its resource estimate at Montagne d'Or." (11/7/14) Columbus Gold Corp. - Mike Niehuser, Scarsdale Equities More >

"AXU is better positioned to restart production at the optimal time." (11/3/14) Alexco Resource Corp. - Mike Niehuser, Scarsdale Equities More >

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"AXR's expanded mining operation at Keno Hill has the potential to produce for decades." (9/8/14) Alexco Resource Corp. - Mike Niehuser, Scarsdale Equities More >

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

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

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

"AXR has a unique environmental business that will cover overhead until its mine reopens." (12/4/13) Alexco Resource Corp. - The Gold Report Interview with Mike Niehuser 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 >

"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. - Mike 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. - Mike Niehuser, Scarsdale Equities 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. - Mike Niehuser, Beacon Rock Research More >

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

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