Sector Experts

Paul Renken

VSA Capital

Image: Paul Renken

Paul Renken has a broad range of experience in various aspects of the mining and minerals business. He began his career as a geologist for Canadian junior resource companies in the Western United States. Owning a stake in a private consulting firm as vice president of exploration, Renken searched for various base metals, precious metals and industrial minerals. In the UK, he worked in the equity market media outlets of Digitallook and Hemscott before joining VSA as mining analyst in 2006.




Recent Interviews

Be Bold and Seek the Sizzle, Says VSA Capital's Paul Renken (12/16/14) It's time to be bold, says Paul Renken, senior geologist and analyst with London-based VSA Capital. He seeks the "sizzle," or the narrative, in mining equities because the sizzle moves the story. But Renken remains selective and likes to see a significant discovery or acquisition that provides a clear path to investor returns. In this interview with The Mining Report, he recommends a veritable laundry list of companies in numerous commodities operating around the world.

Paul Renken: Bottom-Fishing for the Best Junior Resource Equities (7/28/14) It's the lazy days of summer and Paul Renken, senior geologist and analyst with VSA Capital, is bottom-fishing. He sees a lot of value in unloved resource equities and spends much of his time sifting through the lot to find juniors that will get the increasingly sparse financing needed to turn potential into production. Renken offers an abundant catch of equity picks in this interview with The Gold Report.

Paul Renken: For 2014 Gains, Look to Uranium, PGMs and Gems (2/25/14) Paul Renken, senior geologist and analyst with VSA Capital, calls 2014 a soft year for gold and silver prices, but foresees stronger prices—and demand—for nickel, copper and tech metals as the year progresses. In this Mining Report interview, he lists the three commodities investors should feel good about and digs into the details of the Indonesian ban on exports of raw ore.

Recent Quotes

"FVI has outperformed its production guidance in the two recent quarters." (12/16/14) Fortuna Silver Mines Inc. - The Mining Report Interview with Paul Renken More >

"NMX's Whabouchi is a deposit that's simple to mine and process." (12/16/14) Nemaska Lithium Inc. - The Mining Report Interview with Paul Renken More >

"AAZ and spinoff company Fission 3.0 are in joint venture on the property immediately north of Patterson Lake South." (7/28/14) Azincourt Uranium Inc. - The Gold Report Interview with Paul Renken More >

"A darling among uranium investors over the past couple of years is FCU." (7/28/14) Fission Uranium Corp. - The Gold Report Interview with Paul Renken More >

"LGO's large Maracás iron-vanadium project in Brazil is in the commercial ramp-up stage." (7/28/14) Largo Resources Ltd. - The Gold Report Interview with Paul Renken More >

"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 More >

"RNX's deposit is very, very big. It offers a secure supply, not for just a few years but for a few decades." (2/25/14) Royal Nickel Corp. - The Mining Report Interview with Paul Renken More >

(9/17/13) Largo Resources Ltd. - The Metals Report Interview with Paul Renken More >

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"One of the things I like about MKA is it hasn't overpromised and underdelivered. It is just the opposite." (9/17/13) Mkango Resources Ltd. - The Gold Report Interview with Paul Renken More >

"FCU's PLS discovery is quite high grade and could be very cost competitive with other mines in the region." (9/17/13) Fission Uranium Corp. - The Metals Report Interview with Paul Renken More >

"RNX is looking at a 30- or 40-year mine life if the Dumont nickel project can be profitably developed." (9/17/13) Royal Nickel Corp. - The Metals Report Interview with Paul Renken More >

"FCU is off to a great start at PLS and we anticipate more exceptional drilling news." (7/19/13) Fission Uranium Corp. - Paul Renken, VSA Capital More >

"The gold amounts and grades at FCU's Patterson Lake South are significant." (6/25/13) Fission Uranium Corp. - Paul Renken, VSA Capital More >

"FCU's mineralization is open in all directions at PLS ." (5/17/13) Fission Uranium Corp. - Paul Renken, VSA Capital More >

"FIS reported further successful scintillometer counts from Patterson Lake South." (3/12/13) Fission Energy Corp. - Paul Renken, VSA Capital More >

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