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.
- Newstrike Capital Inc.
- 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.
Michael Fowler Says Forget the Majors, Buy the Midtiers (1/21/15) According to Michael Fowler, senior mining analyst with Loewen, Ondaatje & McCutcheon, the major gold producers have gorged on debt and sold off their seed corn. In other words, they pursued exactly the wrong strategy in the past and are now paying the piper. The intermediates, on the other hand, have better balance sheets, positive cash flow and prospects for growth. In this interview with The Gold Report, Fowler highlights five producers prospering against the odds, and three companies with near-term projects likely to be taken out.
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.
"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>