Other Streetwise ReportsThe Gold Report The Energy Report The Life Sciences Report The Mining Report
Companies Commented On
- Alacer Gold Corp.
- Alamos Gold Inc.
- Brigus Gold Corp. acquired by Primero Mining
- Centamin Plc
- Clifton Star Resources Inc.
- Fortune Minerals Ltd.
- Guyana Goldfields Inc.
- Luna Gold Corp.
- Osisko Mining Corp.
- Pretium Resources Inc.
- Randgold Resources Ltd.
- SEMAFO Inc.
- St Andrew Goldfields Ltd.
- Torex Gold Resources Inc.
- Wesdome Gold Mines Ltd.
Michael Fowler, senior mining analyst with Loewen, Ondaatje, McCutcheon Ltd., has worked in the investment industry since 1987 as a base and precious metals mining analyst for numerous high-profile firms. His coverage list included the major North American gold mining companies, but is now focused on small- to mid-sized companies. Previously, Fowler worked as a geophysicist involved in mineral exploration for 10 years. He was involved in the discovery of the high-grade Cigar Lake uranium mine in Northern Saskatchewan in the early 1980s. Fowler holds a Master of Business Administration from Cranfield University, UK; a Master of Science in mineral exploration from Leicester University, UK; and a Bachelor of Science in geology with geophysics from Liverpool University, UK. He is a member of the Institution of Materials in the UK and a member of the Canadian Institute of Mining and Metallurgy.
Keep the Faith, Says Michael Fowler: Juniors and Midtiers Poised for M&A-Fueled Breakout Once Gold Recovers (8/25/14) Michael Fowler, senior mining analyst with Toronto-based Loewen, Ondaatje & McCutcheon, predicts when gold breaks out, mining M&A will take off. He expects the major producers to lead the next rush of M&A. The majors want development-stage companies with high-grade, near-term production assets, and Fowler suggests some targets in this interview with The Gold Report.
Michael Fowler: How to Find Wildflowers in the Weeds (2/26/14) Michael Fowler, senior mining analyst with Loewen Ondaatje McCutcheon Ltd. in Toronto, doesn't typically focus on midtier gold companies, but the opportunities are just too good to pass up. In this interview with The Gold Report, Fowler tells us that even private equity is getting into the game and discusses a handful of companies that are good growth plays.
Michael Fowler: The New Strategy for Adding Value to Junior/Midtier Gold (Hint: It's Not by Making Big M&A Deals) (1/30/13) A lackluster U.S. economy is creating a positive environment for gold, according to Michael Fowler, senior mining analyst with Loewen, Ondaatje, McCutcheon Ltd. By calculating ounces-in-the-ground values and assessing risk, Fowler has concluded that the junior/midtier sector offers the best growth potential. He expects to see companies of all sizes try to control costs instead of looking for mergers and acquisitions to add value. Read on in this Gold Report interview for Fowler's take on companies that he believes fit the bill.
"SAS is progressing well on its plan of steady growth and solid performance generated by a good operating team." (3/15/13) St Andrew Goldfields Ltd. - Michael Fowler, Loewen, Ondaatje & McCutcheon Moreá>
"Positive drill results from CFO's Duparquet project show about 50% of the holes are potentially economic." (2/15/13) Clifton Star Resources Inc. - Michael Fowler, Loewen, Ondaatje & McCutcheon Moreá>