"WG's project has the potential to become one of the world's largest, low-cost producers of PGMs and nickel from an open pit." (5/26/15) Wellgreen Platinum Ltd. - The Gold Report with Darrell Pasloski More >
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'Lean and Mean' Is the Secret to Junior Mining Equity Success: Thibaut Lepouttre
Source: Brian Sylvester of The Gold Report (5/21/15)
Thibaut Lepouttre, editor of Belgium-based Caesars Report, says the gold price is range bound and if you want to be in gold equities you have to find "lean and mean" precious metals producers that are generating cash flow or have a clear path to cash flow at $1,200 per ounce gold. Lepouttre tells investors to look for projects with economic studies demonstrating high internal rates of return, as those projects are more likely to attract financing and command a market premium. In this interview with The Gold Report, Lepouttre talks at length about some of his favorites inside and outside the gold space. More >
Why Ricardo Carrión and Alberto Arispe Are Optimistic About Mining in Peru
Source: Kevin Michael Grace of The Gold Report (5/18/15)
Despite headlines about deadly protests and the collapse of funding for juniors, Ricardo Carrión and Alberto Arispe of Kallpa Securities in Lima remain steadfastly optimistic about the future of mining in Peru. In this interview with The Gold Report, Arispe and Carrión highlight the mining-friendly government, the new production from many sources and point to several juicy projects that lack only the means to further unlock Peru's mineral riches. More >
Survival Guide for the Mother of All Bear Markets from Veteran Bottomfisher John Kaiser
Source: JT Long of The Mining Report (5/5/15)
When North Americans wake up to the dangers of relying on China and Russia for essential metals like zinc, rare earths, antimony, niobium and scandium, the juniors now suffering with anemic stock prices could turn into cash producing machines worth writing home to mom about. In this frank assessment of everything from gold and diamonds to potash and zinc, Kaiser Research Online author John Kaiser names for The Mining Report readers the companies that could be swept up in a rush to security of supply. More >
Why Everyone Is Talking About Scandium: Ryan Castilloux
Source: Brian Sylvester of The Gold Report (5/4/15)
Ryan Castilloux, founding director and market research analyst with Adamas Intelligence, is getting a lot more inquiries about scandium. Investors are asking: What is scandium? How is it used? What are its growth prospects? And how can I make money in scandium? In this interview with The Gold Report, Castilloux provides an overview of the scandium market and its publicly listed players with advanced-stage projects. With one tonne of scandium fetching $5 million or more, Castilloux says those with a bullish outlook on scandium will never find a better buyer's market. More >
Duncan Hughes: The Weak Aussie Dollar Means Strong Aussie Miners
Source: Kevin Michael Grace of The Gold Report (4/29/15)
A weak national currency is bad news for importers and consumers but good news for exporters, such as miners. According to Australian analyst Duncan Hughes of GMP Securities, the 24% drop in the value of the Aussie dollar versus the U.S. dollar means that local gold producers can produce big margins even at US$1,200/ounce gold. In this interview with The Gold Report, Hughes names two Aussie gold miners with great cash flow, as well as several with projects in Africa, and he highlights nickel and copper companies that can expect to flourish when prices rise, as he expects they will. More >
Ryan Castilloux's State of the REE Market Address
Source: Brian Sylvester of The Mining Report (4/28/15)
We are five years into this new market for rare earths: five years that dawned with higher rare earth elements prices, that unfolded with a new generation of publicly listed junior resources companies with REE properties and projects, and that saw a vicious bear market spread across the domestic and global mining sectors. But soon we will turn the page, says Ryan Castilloux, founding director and market research analyst with Adamas Intelligence, following a price rally for magnetic REEs that could regenerate investor interest and further buoy the sector. In this interview with The Mining Report, Castilloux discusses four REE projects that continue to advance, as well as companies making strides with REE extraction and separation technologies. More >
How to Make Money in Renewable Energy: NBF's Rupert Merer
Source: Peter Byrne of The Mining Report (4/21/15)
As the political and financial pressures on fossil fuels mount, investors are starting to explore the renewable energy space with an eye toward reaping its potential. Rupert Merer analyzes that growing energy sector for National Bank Financial and tells The Mining Report why betting on the future of renewables is a prudent strategy for profit growth. More >
Disruptive Stock Watcher Chris Berry Cautions Investors About the Real Potential of Deflation
Source: JT Long of The Mining Report (4/7/15)
Where can investors turn when global quantitative easing and the Energizer Bunny of dollars is crushing commodity prices to within an inch of the junior miners' lives? In this interview with The Mining Report, Disruptive Discoveries Journal writer Chris Berry suggests dedicating yourself to understanding the technologies and paradigm shifts that can lower costs, and participating in the growing electric car and energy storage battery markets. He names some of the innovative companies that are finding new ways to separate the most valuable resources and enter the supply chain before it is too late. More >
David Smith: Love and Fear Trade Buying Will Drive Metals, and These Miners Higher. . .This Year!
Source: Brian Sylvester of The Gold Report (4/1/15)
Despite their recent underperformance, David H. Smith, Senior Analyst with The Morgan Report, remains bullish on precious metals, especially silver and palladium, as the "love trade" heats up and the global economy adds more debt to the system. Smith believes that the secular bull run in precious metals will be reignited later this year and that investors should take advantage of the regular volatility native to silver prices. In this interview with The Gold Report, Smith provides some of the silver and platinum group metals equity names he owns and that could offer significant upside, even from current prices. More >
Why BMO's Tony Robson and Jessica Fung Say Buy, Hold Large Caps Until Commodity Cycle Rebounds
Source: Brian Sylvester of The Mining Report (3/31/15)
The fundamental difference between mining companies and investors is that they have very different realities in which they make investment decisions, says BMO Capital Markets Commodities Analyst Jessica Fung. She joined BMO Managing Director and Co-Head of Global Mining Research Tony Robson in a candid discussion with The Mining Report about the near- and medium-term prognosis for mining markets, as well as the outlook for copper, nickel and iron. While both Fung and Robson recommend waiting for the inevitable upturn in the commodities cycle, Robson says that in the meantime investors would do well to park their cash with some of the large, dividend-paying diversified miners until commodity prices recover, and he discusses three large caps and a couple of smaller names. More >
Where Will the Graphite, Lithium and Cobalt for the Battery Revolution Come From?: Simon Moores
Source: Kevin Michael Grace of The Mining Report (3/24/15)
Following the lead of Tesla Motors, LG Chem, Foxconn and others are racing to build megafactories to build batteries for electric cars. Yet even now the world supply of graphite, lithium and cobalt needed to supply these factories is insufficient. In this interview with The Mining Report, Simon Moores, managing director of Benchmark Mineral Intelligence, explains that we can soon expect healthy prices for all three metals, but the juniors that will succeed in the market must first and foremost learn to meet the needs of the end users. More >
Quebec Is Back, Ready for Renaissance: Eric Lemieux
Source: Brian Sylvester of The Gold Report (3/18/15)
During the period when Parti Québécois controlled Québec, the province's attractiveness as a mining jurisdiction fell from #1 to #21 in the Frasier Institute's Annual Survey of Mining Companies. But when Philippe Couillard's Liberal government won a majority in April 2014, the market got the message. Eric Lemieux, consulting technical adviser to Toronto-based Peartree Securities, says that the Osisko Mining bidding war showed that companies were willing to pay a premium for Québec-based assets. Since then other takeovers have happened. In this interview with The Gold Report, Lemieux discusses some promising projects in Québec and other stable jurisdictions. More >
Why Goldman Sachs Is Wrong About Commodity Prices: Philip Richards
Source: JT Long of The Mining Report (3/17/15)
Goldman Sachs delivered a dire commodities outlook earlier this year, but RAB Capital Founder Philip Richards still sees compelling buying opportunities. In this interview with The Mining Report, Richards discusses his outlook for oil, gold, vanadium, zinc and nickel, and profiles companies with projects that will see the light of day even in harsh price environments. A few of these names have doubled in stock value in recent months, and still others look poised to deliver multiple returns on investment. More >
Why Hallgarten's Chris Ecclestone Is Staying Long in the Mining Sector
Source: Brian Sylvester of The Gold Report (3/16/15)
Chris Ecclestone, principal and mining strategist at London-based Hallgarten & Co., finds optimism in the most unlikely places. He says that the key reason to be cheerful in 2015 is that the mining sector remains largely ignored. Ecclestone posits that the eventual rotation of broad market money into the sector will float many boats and lead to further M&A, which could start this year. In this interview with The Gold Report, he recommends being long mining stocks and shares some long positions and possible M&A targets. More >
When Junior Markets Turn Most Negative in 35 Years, Guess Where Financier Carlo Civelli Puts His Money?
Source: JT Long of The Mining Report (3/10/15)
After 30 years of investing in natural resources, financier and founder of Clarion Finanz Carlo Civelli has declared 2015 to be one of the worst natural resource investing markets he has ever seen. But he is still finding opportunities by funding some of his favorite management teams in neighborhoods where he sees an opportunity to prove resources and attract buyers. In this interview with The Mining Report, he shares his secret for finding companies that can create value despite challenging market conditions, and he reveals where he is putting his money today.
Gareth Hatch: New REE Export Rules Inside China Level the International Playing Field
Source: Brian Sylvester of The Mining Report (3/3/15)
The era of rare earth elements export quotas and tariffs in China will soon be over and that could ultimately mean a new era of higher prices for REEs inside China, says Gareth Hatch, founding principal of Technology Metals Research and president of Innovation Metals Corp. Chinese REE producers are now subject to much higher environmental standards, which could further level the playing field for non-Chinese REE producers. In this interview with The Mining Report, Hatch discusses some of the latest REE processing technologies, companies with promising REE projects and other companies looking to produce battery-grade graphite.
Where is the Smart Money Going in Mining? Lawrence Roulston's Answer May Surprise You
Source: Kevin Michael Grace of The Mining Report (2/24/15)
Forget all the doom and gloom you hear about junior miners, says Lawrence Roulston, president of Quintana Resources Capital ULC. Canny investors should pay close attention to the flood of new money entering the sector and note carefully where it is going. In this interview with The Mining Report, Roulston presents a host of undervalued gold and silver miners with management that is not only advancing projects but, more important, enhancing shareholder value. As a bonus, many of these companies will likely be taken out at handsome premiums. More >
The Resource Maven Tells Investors How to Take Advantage of a Rising Happiness Index
Source: Kevin Michael Grace of The Gold Report (2/18/15)
The bottom is in, says Gwen Preston, founder of the Resource Maven, but the next bull market in gold hasn't yet arrived. In this interview with the The Gold Report, she argues that investors should concentrate on finding likely takeover targets and explains that these companies are often distinguished by strong investor and institutional backing. She identifies four such companies, as well as highlighting two exciting explorers and the one gold major best positioned for a robust recovery. More >
Jeb Handwerger: A Surge in M&As Proves that Gold Is Back
Source: Kevin Michael Grace of The Mining Report (2/17/15)
Gold stocks have been trading at huge discounts for years, but even rock-bottom prices couldn't entice takeover bids until the market hit bottom. The bottom is now here, says Jeb Handwerger, founder of GoldStockTrades.com, and M&As are off to a roaring start this year. In this interview with The Mining Report, Handwerger predicts a new record gold price within 18 months, and presents a host of gold and other metal equities poised to take off in 2015. More >
Global Insecurity Is Good for Gold, Says Mike Niehuser
Source: Kevin Michael Grace of The Gold Report (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. More >
Hedge Against Short-Term Cycles with Lithium: Daniela Desormeaux
Source: Tom Armistead of The Mining Report (2/10/15)
Lithium is for long-term investors, says Daniela Desormeaux, founder of signumBOX. Its future will be driven by soaring demand for batteries for electric vehicles and electronics. In this interview with The Mining Report, Desormeaux notes that lithium is less dependent on short-term economic cycles than commodities like oil and copper, and says demand for lithium will grow faster than the global economy. The entry of new players to the market is making what was an oligopoly more diverse and competitive, and she highlights some of the exciting projects being developed. More >
The Companies Bob Moriarty Loves for the Long Term
Source: Karen Roche of The Gold Report (2/9/15)
The rapid and massive response when the Swiss unpegged the franc from the euro will ripple across the hedge fund, brokerage and financial systems. It also will infect other currencies, according to Bob Moriarty of 321gold.com. Gold, he believes, will be the last man standing. In this interview, he tells The Gold Report where he is looking for love among midtier gold and silver stocks and explains why he has no love for overpaid CEOs. More >
Stefan Ioannou: Bottom-Fishing Opportunities in Base Metals, Especially Zinc
Source: Brian Sylvester of The Mining Report (2/3/15)
Copper is off to a rough start in 2015 and while other base metals have also shown price weakness, zinc could finish 2015 strong, says Stefan Ioannou, mining analyst with Haywood Securities. He estimates that over the previous two years about 12% of global zinc production ceased and more will end soon, ultimately leading to a run in the zinc price in late 2015 and into 2016. In this interview with The Mining Report, Ioannou discusses his top zinc pick and some high-grade, low-cost copper producers with zinc production profiles. More >
Why Companies with Female Board Members Outperform Those Without: Amanda van Dyke
Source: JT Long of The Mining Report (1/27/15)
Women aren't necessarily better than men, but men and women on boards together make better decisions that lead to higher returns, according to a new study on the impact of women on the boards of mining companies. As a matter of good governance, Amanda van Dyke, chair of Women in Mining (UK), analyzed the performance of companies open to new ideas, including moving beyond the old boys' network, and found that they excelled in profitmaking, environmental and social sustainability, and a host of other factors. Imagine, she challenges shareholders in this interview with The Mining Report, how much more you could make on your investments if a critical mass of the talented and best women in the industry made it to the top. More >
Heiko Ihle: Back to Precious Metals Equity Investing Basics
Source: Brian Sylvester of The Gold Report (1/26/15)
Investing in mining equities can get rather complicated but Heiko Ihle, managing director at H.C. Wainwright & Co., says precious metals equity investors need to focus on just three criteria: jurisdiction, management and asset viability. In this interview with The Gold Report, he explains his rationale and discusses several of his preferred gold and silver names. More >
Which Commodity Horses Will Be Up and Which Down on Joe Reagor's Merry-Go-Round?
Source: Kevin Michael Grace of The Mining Report (1/20/15)
Metals are like horses in a merry-go-round, believes Joe Reagor of ROTH Capital—as some rise, others fall. In this interview with The Mining Report, Reagor explains how looming surpluses, shortages and reduced confidence in central banks will be negative for copper but positive for silver, gold, uranium and, especially, zinc. And he suggests a handful of companies in these sectors that look to be best in show. More >
Are You Ready for the January Effect?
Source: JT Long of The Mining Report (1/6/15)
As far back as 1942, economists have noted that small-cap companies in particular tend to surge at the beginning of the year in a cycle known as the January Effect. After the year we have seen in the natural resources space, The Mining Report checked in with sector experts to find out whether they are expecting this traditional gift, how they are preparing for it and what companies could benefit. More >
Chris Berry Identifies Commodity Companies with the Disruptive Advantage
Source: JT Long of The Mining Report (12/30/14)
Globetrotting Chris Berry, founder of House Mountain Partners, finds most retail and institutional investors sitting on the sidelines waiting to see where the energy sector is headed before jumping back into the game. Game-changing disruptive technologies or sustainable end-user agreements are what companies need to succeed and he shares some likely names in the cobalt, lithium, nickel, graphite—even uranium—spaces in this interview with The Mining Report. More >
Be Bold and Seek the Sizzle, Says VSA Capital's Paul Renken
Source: Brian Sylvester of The Mining Report (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. More >
Robert Baylis: A Taste for Tungsten—Finding the Sweet Spot for Investors
Source: Brian Sylvester of The Gold Report (12/8/14)
Finding the right combination of factors for an investable tungsten operation is no easy matter, says Robert Baylis, managing director of London-based Roskill. Much of the tungsten space is held privately, but some publicly traded equities offer leverage to future demand growth. In this interview with The Gold Report, Baylis says investor success in this space depends on finding that sweet spot where low capital and operating costs act as the honey needed to lure end users into offtake agreements or outright takeovers. More >
So Bad It's Good: Surviving 2014
Source: JT Long of Streetwise Reports (11/25/14)
As we approach Thanksgiving in the States, Streetwise Reports
reached out to some of our most popular experts for perspective on the natural resource market during this volatile time. While some thought 2014 was so bad it was good—for contrarian investors—others will be all too happy to see the year in the rearview mirror. More >
Smart Oil is Cheap Oil: Rudolf Hokanson
Source: Peter Byrne of The Energy Report (11/25/14)
Even a global economic growth slowdown will not seriously impact the future of the shale oil patch, Rudolf "Rudy" Hokanson tells The Energy Report. The Barrington Research analyst's job is to think long and hard about the target prices he assigns to the best and brightest junior firms playing in the Bakken and other shales. He likes smart managers—the ones who know how to reduce costs at the wellhead while improving the flow of oil, gas, and liquids—and provides the names of companies with such managers at the helm. More >
Credit Suisse Analyst Michael Slifirski: New Non-Chinese Graphite and Vanadium Supply Could Create New Demand
Source: JT Long of The Mining Report (11/18/14)
More may really be better for end users and mining companies when it comes to graphite. Credit Suisse Analyst Michael Slifirski sees something a lot bigger than a zero-sum game in minerals. In this interview with The Mining Report, he explains how a steady source of graphite and vanadium from outside China could create whole new markets for energy storage and aluminum anodes. And he knows just the company to convince manufacturers to make the commitment. More >
Chen Lin Says Gold Miners Need to Produce at $1,000/oz or Less to Survive
Source: Kevin Michael Grace of The Gold Report (11/17/14)
How low can gold go? Chen Lin expects a probable near-term low of $1,000/ounce. The author of the What is Chen Buying? What is Chen Selling? newsletter says that at that price we can expect a bloodbath of companies, both large and small. Gold cannot be kept down forever, however, and once the bottom is in, those miners that have survived will be in an enviable position, able to buy lucrative assets at bargain prices. In this interview with The Gold Report, Lin identifies several producers and one near-term project uniquely positioned for the next bull market. More >
Rocks to Riches with Thomas Schuster
Source: Peter Byrne of The Gold Report (11/12/14)
The key to finding gold is understanding the rocks. Thomas Schuster is a geologist and mining analyst with a deep understanding of where the gold hides. In this interview with The Gold Report, he talks about a number of gold explorers whose rocks are starting to shine. And gold is ready to come back strong, he says, as global reserves melt away. More >
Jack Lifton Says Innovation Is the Key to REE Independence
Source: JT Long of The Mining Report (11/11/14)
China's geology, cost structure and disregard for environmental degradation have led to rare earth world domination. But the landscape is changing. In this interview with The Mining Report, industry expert Jack Lifton shares his vision for a world where centralized modern processing could make it possible for mining companies in the United States, Europe and Australia to start producing truly critical materials with small capex. More >
Frank Holmes Talks No-Drama Investment Strategy
Source: JT Long of The Gold Report (11/10/14)
Frank Holmes' advice to investors? Chill. In his interview with The Gold Report, the veteran commodities investor shares some strategies that help him "sit back and stay balanced," namely by diversifying and following the money. Find out about the indicators Holmes watches to read the market's pulse, and why a +/- 35% move for gold doesn't keep him awake at night. Holmes also profiles his favorite mining stocks, including one that generates what could be the highest per-employee revenue in the world. More >
Paul Adams: Macro Trumps Micro in Resource Sector
Source: Brian Sylvester of The Gold Report (11/3/14)
Investors in Australia's junior mining sector are feeling the same pain as those in North America but Paul Adams, an analyst with brokerage firm DJ Carmichael in Perth, believes select junior resource companies will outperform the broad markets as macro-level events impact certain commodities. In this interview with The Gold Report, Adams suggests that strong demand fundamentals in nickel, zinc and uranium could mean better years ahead for equities with exposure to those commodities. Adams also discusses DJ Carmichael's new investment strategy and several companies that fit into it.
Oliver Gross Says Peak Gold Is Here to Stay
Source: Kevin Michael Grace of The Gold Report (10/27/14)
The wave of zero-interest liquidity washing over the financial world could result in a short-term gold bottom of $1,000 per ounce, reports Oliver Gross of Der Rohstoff-Anleger (The Resource Investor). The good news is that Peak Gold is here to stay, which means that midtier producers will soon be desperate to buy low-cost, high-quality deposits. In this interview with The Gold Report,
Gross argues that this could be the opportunity of a lifetime for contrarian investors, and suggests a half-dozen best bets to be taken out.
Stefan Ioannou: Copper, Nickel and Zinc Won't Be Cheap for Long
Source: Kevin Michael Grace of The Mining Report (10/21/14)
The all-powerful U.S. dollar is currently hammering base metals and base metal equities. Haywood Securities Mining Analyst Stefan Ioannou says that increasing demand and near-term supply shortages make base metals a bargain that won't last. In this interview with The Mining Report, Ioannou argues that juniors with good deposits and low costs are in a unique position to benefit, and lists several companies that look to do just that. More >
John Kaiser's Tips for Escaping the Resource Sector Swamp Alive
Source: JT Long of The Mining Report (10/14/14)
What if the goldbugs are wrong and fiat currency isn't going to throw the world into hyperinflation? What if, instead, a steadily growing economy and a new awareness of the importance of having security of supply for critical metals, along with a big exciting discovery that heats up the resource sector, are what pull sinking gold and silver prices and their related mining companies out of the muck? If so, John Kaiser tells The Mining Report that he has set his sights on the dozen companies that would star in this horror-turned-romantic epic adventure. More >
The Best Offense Remains a Good Defense: M Partners' Derek Macpherson
Source: JT Long of The Mining Report (10/7/14)
With a strong dollar currently depressing the precious metals prices, M Partners Mining Analyst Derek Macpherson believes that fundamentals will kick in eventually and bring prices back up. In this interview with The Mining Report, he advises investors to look for low-risk companies on solid footing and discusses some of his favorite names that are poised to come out fighting. More >
Catalyst Check: Natural Resources Watchlist at Three Months
Source: JT Long of The Gold Report (10/6/14)
At the Cambridge House Canadian Investment Conference in June, The Gold Report Publisher Jason Mallin asked a panel of experts picking a portfolio of stocks with upside potential for the 2014 Streetwise Reports Natural Resources Watchlist what they wanted to see in an equity. As always, Sprott US Holdings Inc. CEO Rick Rule, summed up the ideal beautifully. "We like reality at a discount," he said. Now that three months have passed, we decided to check in with Rick and co-panelists Joe Mazumdar from Canaccord Genuity and Keith Schaefer from Oil & Gas Investments Bulletin to see how that reality is playing out. You can always check the portfolio in real time at the Portfolio Tracker. More >
Kal Kotecha: Going Against the Grain in Five Names
Source: Brian Sylvester of The Mining Report (9/30/14)
Economics professor and newsletter writer Kal Kotecha says to obtain superior results, you cannot do what everyone else is doing. He maintains that much of the risk associated with junior resource equities has been beaten out by the herd mentality and that selectively buying what's left presents mind-boggling opportunity. Kotecha shares some of those names in this interview with The Mining Report.
Richard Karn's Advice for Avoiding the Walking Dead
Source: Special to The Gold Report (9/24/14)
Starved of cash, nearly 150 mining companies listed on the Australian Stock Exchange went into bankruptcy during the fiscal year
that ended June 30, and another 23 have gone under since then. Richard Karn, managing editor of the Emerging Trends Report, believes a fresh wave of failures is expected when the quarter ends September 30, and a major shakeout at some point appears likely. But the situation isn't grim for all the specialty metal companies down under. In this interview with The Gold Report, Karn shares a handful of names with the wherewithal to survive the onslaught. More >
Sprott Fund Manager Jason Mayer's Guide to Resource Stock Profits
Source: JT Long of The Mining Report (9/23/14)
Miners are having a tough time getting funded, and although Canadian oil and gas has performed well over the last few quarters, some companies might be overvalued. No wonder investors are confused. In this interview with The Mining Report, Jason Mayer of Sprott Asset Management examines near- and long-term plays that look poised to deliver returns, and shares his criteria for selecting profitable investments in volatile resource markets. More >
Jeff Desjardins and James Fraser Look at Junior Miners in a Way that May Surprise You
Source: Brian Sylvester of The Mining Report (9/16/14)
It's never too late to find a new way to evaluate mining companies, and Jeff Desjardins and James Fraser of Tickerscores.com have developed one based on over 20 different criteria. Add in some near-term catalysts and the wheat separates from the chaff. In this interview with The Mining Report, Desjardins and Fraser share the names of companies with some of Tickerscores.com's highest junior mining scores. More >
Where to Look for Yield During a Time of Low Gas Prices: Elliott Gue
Source: Peter Byrne of The Energy Report (9/11/14)
With gas prices stuck at historic lows for the foreseeable future, bored investors can look toward master limited partnerships to increase profit yields on energy portfolios. Elliott Gue, energy investment strategist of Capitalist Times, spends his day finding great energy deals in the margins and curves. In this interview with The Energy Report, Gue does the dirty work and gives us his strategy so that investors can golf, yacht, and have fun without worrying about losing the value of their savings to inflation. More >
Filipe Martins: African Miners that Can Generate Cash Flow and Dividends
Source: Kevin Michael Grace of The Mining Report (9/9/14)
Low all-in gold cash costs are a good thing, says London-based GMP Securities Analyst Filipe Martins, but they don't tell the whole story. In this interview with The Mining Report, Martins argues that the best companies are those with strong free cash flow yields and a view to return cash to investors. Many of these companies have gold, copper, titanium and graphite projects in Africa, which boasts low-risk jurisdictions in addition to high-grade geology. More >
Canaccord's Luke Smith: Five Aussie Companies with Cash Flows, Low Costs and MOUs
Source: Kevin Michael Grace of The Mining Report (8/26/14)
Now more than ever, only select mining companies are attracting investors. Luke Smith, head of mining research for Canaccord Genuity in Melbourne, argues that low costs, increasing cash flows and improved net cash positions are crucial for gold companies. Solid contracts with end-users and strong institutional support are crucial for commodities. In this interview with The Mining Report, Smith highlights two undervalued Australian gold companies and three Australian companies in graphite and lithium that have already seen explosive share growth and appear poised for even greater gains. More >
Alkane Resources Ltd. (ALK:ASX; ANLKY:OTCQX;) Alkane Resources Ltd. is a multicommodity mining and exploration company with a focus on gold, copper, zirconium, niobium and rare earths. Its projects and operations are located in the central west o ...
AMG Advanced Metallurgical Group N.V. (AMVMF:OTC) ...
Arianne Phosphate Inc. (DAN:TSX.V; DRRSF:OTCBB; JE9N:FSE) Founded in 1997 under the name Arianne Resources Inc. and listed on the Toronto Stock Exchange in 2003, Arianne Phosphate Inc. is a Canadian mineral exploration company now focused on developing its L ...
Balmoral Resources Ltd. (BAR:TSX; BAMLF:OTCQX) Balmoral Resources Ltd. is a Vancouver-based precious metal exploration and development company focused on the delineation of both high-grade gold and nickel-copper-PGE discoveries on its wholly owned ...
Callinex Mines Inc. (CNX:TSX.V; CLLXF:OTCQX) Callinex Mines Inc. is a Canadian exploration company focused on discovering the next polymetallic volcanogenic massive sulfide (VMS) mine within Manitoba's prolific Flin Flon mining district. The com ...
Cancana Resources Corp. (CNY:TSX.V) Cancana Resources Corp. is focused on exploring and developing the BMC manganese project in Brazil with its joint venture partner Ferrometals, a special purpose investment vehicle for The Sentient Gro ...
Carbine Tungsten Ltd. (CNQ:ASX) Carbine Tungsten Ltd. has become a tungsten concentrate producer from its flagship project, the Mt. Carbine tungsten mine, in Far North Queensland. Historically, Mt. Carbine produced 40% of Australia' ...
Century Aluminum Co. (CENX:NASDAQ) ...
Commerce Resources Corp. (CCE:TSX.V; D7H:FSE; CMRZF:OTCQX) Commerce Resources Corp. is an exploration and development company with a particular focus on developing its Blue River tantalum and niobium deposit (British Columbia) and its Ashram rare earth elemen ...
CopperBank Resources Corp. (CBK:CSE) CopperBank Resources Corp. is a public company that has been created to consolidate prospective copper assets in low-risk jurisdictions. The company holds both the Contact project in Nevada and the P ...
Energizer Resources Inc. (EGZ:TSX.V; ENZR:OTCQX) Energizer Resources Inc. is a mineral exploration and mine development company based in Toronto, Canada, that is developing its 100%-owned, flagship Molo graphite project in southern Madagascar. Molo ...
Excellon Resources Inc. (EXN:TSX; EXLLF:OTCPK) Excellon Resources Inc.'s 100%-owned La Platosa mine in Durango is Mexico's highest-grade silver mine, with lead and zinc byproducts making it one of the lowest cash cost mines in the country. The com ...
Excelsior Mining Corp. (MIN:TSX.V) Excelsior Mining Corp. is developing the world’s largest low-cost in-situ copper project within the copper porphyry belt of Arizona. Based on an initial production rate of 110Mlb/year and a US$2.75/lb ...
Exeter Resource Corp. (XRA:NYSE.MKT; XRC:TSX; EXB:FSE) Exeter Resource Corp.'s flagship Caspiche project is well located in Chile's Maricunga district, which has good infrastructure and is in close proximity to other large scale mining operations and proj ...
Focus Graphite Inc. (FMS:TSX.V; FCSMF:OTCQX; FKC:FSE) Focus Graphite Inc. is a midtier junior mining development company, a technology solutions supplier and a business innovator. The company aims to become one of the lowest-cost producers of technology ...
Franco-Nevada Corp. (FNV:TSX; FNV:NYSE) Franco-Nevada Corporation is a resource royalty and investment company owning a diversified portfolio of precious and base metal royalties, oil and natural gas royalties and other interests. The portf ...
Grafoid Inc. () Grafoid Inc. is a privately held graphene research, development and investment company partnered with Focus Graphite Inc., owner of the high-grade Lac Knife technology graphite deposit in Quebec. Graf ...
Largo Resources Ltd. (LGO:TSX.V) Largo Resources Ltd. is a mid-tier mining development company primarily focused on ramping-up production of vanadium at its Maracás Menchen Mine in Brazil. ...
MAG Silver Corp. (MAG:TSX; MVG:NYSE) MAG Silver Corp. is focused on advancing two significant projects located within the Mexican Silver Belt. Our mission is to become one of the premier companies in the silver mining industry. Currently ...
Mamba Minerals Ltd. (MAB:ASX) ...
Mandalay Resources Corp. (MND:TSX) Mandalay Resources Corp. is a Canadian-based natural resource company with producing assets in Australia and producing and exploration projects in Chile. The company is focused on executing a roll-up ...
Mason Graphite Inc. (LLG:TSX.V; MGPHF:OTCQX) Mason Graphite Inc. is a Canadian mining company focused on the exploration and development of its 100%-owned Lac Guéret graphite project, located in northeastern Québec. The graphite grade on this pr ...
Medallion Resources Ltd. (MDL:TSX.V; MRD:FSE; MLLOF:OTCQX) Medallion Resources Ltd. is rethinking rare earths. Headed by Dr. Bill Bird and supported by an experienced technical team, the company is well positioned to identify and exploit the world's most prom ...
Midland Exploration Inc. (MD:TSX.V) Midland Exploration is a dynamic and aggressive mineral exploration company focused on gold, base metals and REE mine discoveries in one of Canada's richest mining provinces, Quebec. The company is le ...
Mkango Resources Ltd. (MKA:TSX.V) Mkango Resources Ltd. is a mineral exploration and development company with a mission to maximize shareholder value while spearheading the development of mining in Malawi and implementing meaningful a ...
Namibia Rare Earths Inc. (NRE:TSX; NMREF:OTCQX) Namibia Rare Earths Inc. is a Canadian public company focused on the accelerated development of its 100%-held Lofdal rare earth project in Namibia. Lofdal is an early-stage, district-scale exploration ...
North American Nickel Inc. (NAN:TSX.V) North American Nickel Inc. is a mineral exploration company with 100%-owned properties in Maniitsoq, Greenland; Sudbury, Ontario; and the Thompson Nickel Belt in Manitoba. The Maniitsoq property in Gr ...
Northern Minerals Ltd. (NTU:ASX) Northern Minerals Ltd. is poised to become the world's next producer of dysprosium at its Browns Range HREE project in northern Australia. Following a milestone year, the company is significantly adva ...
Orvana Minerals Corp. (ORV:TSX) Orvana Minerals is a proven gold producer with significant growth opportunities and a strong balance sheet. The company owns and operates the Don Mario Mine in eastern Bolivia and is developing two ot ...
Pasinex Resources Ltd. (PSE:CNX) Pasinex Resources Ltd. is a base and precious metals company with a particular focus on exploration in Turkey. Pasinex has a joint venture with Turkish mining company Akmetal AS to explore for zinc an ...
Pilot Gold Inc. (PLG:TSX) Pilot Gold Inc. is a gold exploration company led by a proven technical team that continues to discover and define high-quality projects featuring strong grades and meaningful size in mining-friendly ...
PolyMet Mining Corp. (POM:TSX; PLM:NYSE.MKT) PolyMet Mining Corp. is a publicly traded company exclusively focused on developing the NorthMet copper-nickel-precious metals project, through its wholly owned subsidiary, PolyMet Mining Inc. The Nor ...
Prima Diamond Corp. (PMD:TSX.V) Prima Diamond is focused on diamond exploration in the Slave Craton, Northwest Territories, Canada, which is host to the Daivik, Ekati, and Snap Lake diamond mines. The Prima diamond properties are si ...
Sierra Metals Inc. (SMT:TSX) Sierra Metals Inc. is a Canadian mining company focused on precious and base metals from its Yauricocha mine in Peru, and its Bolivar mine and Cusi mine in Mexico. In addition, Sierra Metals is explor ...
Soltoro Ltd. (SOL:TSX.V) Soltoro Ltd. is defining further resources on its El Rayo and Tecolote properties in Mexico. These projects make up the eastern portion of the Guachinango district and Cayden Resources Inc.'s El Barqu ...
Source Exploration Corp. (SOP:TSX.V) Source Exploration Corp. is a Canadian exploration and development company exploring for gold, silver and copper in historic mining districts in Mexico. The company's team is a highly successful group ...
Syrah Resources Ltd. (SYR:ASX) Syrah Resources Ltd. is an Australian resource company that is rapidly progressing its flagship Balama graphite and vanadium project in northern Mozambique, which hosts one of the world's largest reso ...
Thor Mining Plc (THR:LSE; THR:ASX) ...
Trevali Mining Corp. (TV:TSX; TV:BVL; TREVF:OTCQX) Trevali Mining Corp. is a zinc-focused base metals development company. In Canada, it owns the Halfmile zinc-lead-silver mine, the Caribou mine and mill, and the Stratmat polymetallic deposit, all loc ...
Ucore Rare Metals Inc. (UCU:TSX.V; UURAF:OTCQX) Ucore Rare Metals Inc. is a development-phase mining company focused on establishing rare metal resources with near-term production potential. With multiple projects across North America, Ucore's prim ...
Virginia Mines Inc. (VGQ:TSX) Virginia Mines Inc. is a mining exploration company with a royalty of 2.2% on the world-class Eleonore gold deposit, which is in a new district that is now considered a new mining camp. Virginia works ...
Wellgreen Platinum Ltd. (WG:TSX; WGPLF:OTCPK) Wellgreen Platinum Ltd. is a Canadian mining exploration and development company focused on the active advancement of its 100%-owned Wellgreen PGM-nickel-copper project toward production. Located in C ...
Base Metal Miners Climb Back "The climb back of both the metal and the miners validates a theme mining analysts have struck this year: to choose base over bulk mining equities, at least as performing better relatively speaking." - Kip Keen, Mineweb (5/5/15) More >
Hold the Nickel Price Elation "For even the moderately bullish scenario to come to bear, it will be critical to see steel demand show signs of life this year—at least not drop off more than expected—in China and beyond." - Kip Keen, Mineweb (4/28/15) More >
The Common Man: The Case for Copper and Zinc "The only bright spots, according to recent forecasts, appear to be in base metals such as copper and zinc." - Robert Simpson, Resource Investing News (4/20/15) More >
Everything You Need to Know About Copper Porphyries This infographic covers everything you should know about copper porphyries, a deposit type responsible for about 60% of copper, 95% of molybdenum, and 20% of gold produced today. - Jeff Desjardins, Visual Capitalist (3/11/15) More >
Juniors Do It Better than Seniors "Research suggests juniors hold their own in discovery." - Kip Keen, Mineweb (3/4/15) More >
A Fickle Exploration Ranking "If we're getting a perspective on exploration potential in a more perfect world without major obstacles to prospecting (like war and drug runners), it's one polluted by erratic confidences." - Kip Keen, Mineweb (3/2/15) More >
PDAC Kicks off with Bold Predictions The annual conference of the Prospectors and Developers Association of Canada (PDAC) is under way in Toronto and the mood on the floor and in the Investors Exchange is, as one might expect, cautiously hopeful, even if about a dozen booth spaces are unoccupied. - Brian Sylvester of The Gold Report (3/2/15) More >
What's in a Global Mining ETF? "The group's fortunes are tightly tied to the balance between metal supply and demand." - Kip Keen, Mineweb (2/26/15) More >
What Mining Insiders Had to Say at Indaba this Month "There's a new supply-demand dynamic as China decelerates, with no other large market in position to fill the void." - Byron King, The Daily Reckoning (2/24/15) More >
Potential Rebound Ahead for Global Copper: Credit Suisse "Credit Suisse anticipates that copper prices will be capped at around $6,600 per tonne and $3 per pound." - Dorothy Kosich, Mineweb (1/26/15) More >
Despite Lifting Rare Earths Export Quotas, China Could Still Manipulate Market "The rare earths industry was in a state of consolidation after a Chinese export clampdown prompted a rapid spike in prices in 2010/11." - Henry Lazenby, Mining Weekly (1/9/15) More >
The Copper Denominator: Gianni Kovacevic Gianni Kovacevic, the author of "My Electrician Drives a Porsche?" and executive chairman of CopperBank Resources Corp., takes a scientific view of historical, social and environmental trends in energy usage and identifies copper as the common denominator. As global energy usage increases, most of that energy flows through copper. In this interview with The Gold Report, Kovacevic discusses how his book explains his approach in understanding copper's investment opportunity in a scientific context, and the role of the company he founded to take advantage of this secular trend. - J. Alec Gimurtu of The Gold Report (12/15/14) More >
Can Coal Endure Competition, Anti-Carbon Lobby? "The switch in the U.S. Senate recently following the mid-term elections is beneficial for the industry, as the incoming majority remains opposed to the EPA's tough regulatory regime. But it's hard to know to what extent they can help the industry given the existing rules/statues in place already." - Zacks Equity Research (11/17/14) More >
To Buy or to Break Up? Dueling Themes Emerge in Mining Sector Downturn "Analysts recommend different tonics to ailing miners amid the mining sector downturn." - Kip Keen, Mineweb (10/30/14) More >
Why One Firm Would Buy Over Half the LME's Copper Stocks "LME stocks are used as an emergency source of supply, and having a monopoly over them could allow one to charge higher prices." - Teresa Matich, Resource Investing News (10/27/14) More >
A Year of Hard-Wrought Lessons for Platinum "Mechanization is becoming more viable; we're going to see a more skilled workforce..." - Duduzile Ramela, Moneyweb (10/20/14) More >
Will Russia and South Africa Become the OPEC of Platinum? "Bloomberg reported last Wednesday that Russia and South Africa will meet next month to discuss their mutual interest in the white metals, and the possibility of bolstering prices." - Teresa Matich, Resource Investing News (10/12/14) More >
The History of Metals "The development of civilization has relied heavily on the discovery of metals." - Visual Capitalist (10/8/14) More >
Deutsche Bank Favors Base Metals over Precious Metals "Base metals are preferred over bulks and precious metals, said Deutsche Bank analysts in a recently published third-quarter preview." - Dorothy Kosich, Mineweb (10/6/14) More >
Nickel Pulls Back, But Still Looks Strong Although LME nickel prices retreated to US$7.80/lb in late September, Scotiabank Economist Patricia Mohr forecasts "The supply and demand balance for nickel in China is still expected to tighten noticeably by early 2015. - Dorothy Kosich, Mineweb (9/30/14) More >
Rick Rule: Seeing a Bullish Transition in Junior Gold Miners "The market itself is very healthy. You are seeing a transition. . .a transition that doesn't suggest, but rather screams that [junior resource issues are] under accumulation—which is a very, very bullish sign." - Tekoa Da Silva, SprottGlobal Resource Investments (9/26/14) More >
Commodities Capitulation—A Blip or the Start of Something More? "By most accounts, commodity prices are at five year lows. Almost everything, from gold to silver to iron ore to wheat to corn, is falling—hard. ." - Chris Berry, Disruptive Discoveries Journal (9/22/14) More >
Today's U.S. 'Baby' Will Consume 3 Mlbs Metals and Minerals In Lifetime "The projected lifetime consumption of metals and minerals by today's U.S. baby extrapolated across the world presents an enormous challenge for the global resource sector." - Lawrence Williams, Mineweb (9/1/14) More >
CEOs in Mining The CEOs of the top 25 gold, silver, copper, coal and base metals mining companies in the world are profiled in this infographic. - Visual Capitalist (8/20/14) More >
Minerals Versus Marijuana "Rule, Casey, Cook, and James say now is the time to invest in natural resource plays, not run for high-tech or a product to get high with." - Douglas French, The Daily Reckoning (8/19/14) More >
Like Gold, Base Metal Stocks Offer Huge Investment Opportunities "Base metals stocks have been some of the best performers so far this year as they have risen off their nadirs." - Lawrence Williams, Mineweb (8/1/14) More >
2014 Commodities Halftime Report "After a disappointing 2013, the commodities market came roaring back full throttle, outperforming the S&P 500 Index by more than four percentage points and 10-year Treasury bonds by more than six." - Frank Holmes, U.S. Global Investors (7/14/14) More >
Palladium Price Soars to 13-Year High "Palladium's performance sets it apart from platinum. While platinum prices have been strong lately, reflecting the aftermath of the platinum sector strike in South Africa, that movement pales in comparison to palladium." - Kip Keen, Mineweb (7/7/14) More >
Canada Could Become REE Powerhouse. . .with Some Help The Canadian government could be doing more to fund REE academic and industry research and development, says a Canada House of Commons report. - Dorothy Kosich, Mineweb (6/30/14) More >
Bigger than Gold: It's Time to Buy the Precious Metal That's Primed to Double "For perspective, there were 5.4B cell phones on the planet in 2009. By the end of this year, estimates are that there will be 8B. It's going to take a lot of palladium for the world to keep talking, texting and tweeting." - Peter Krauth, Money Morning (6/23/14) More >
This Metal Problem Could Ignite China's Smoldering Crisis "Despite some limited potential weakness in the very near term, the global picture for base metals looks to be heating up from both a supply and demand perspective." - Peter Krauth, Money Morning (6/16/14) More >
Tesla's Gigafactory: The Critical Minerals Impact "At a time when supply chain security, transparency and responsibility are becoming central concerns for both manufacturers and consumers, IM Data discusses Tesla Motors' plans to build the world's biggest lithium-ion battery plant and the impact it could have on demand for critical minerals: graphite, lithium and cobalt." - Simon Moores, Industrial Metals (6/6/14) More >
North American REE Exploration & Development "Globally, the greatest proportion of demand for REEs is for application in magnets; though in the U.S. the majority of demand is in catalysts for petroleum refining, chemical processing and catalytic converters." - Derek Hamill, Zimtu Capital Corp. (5/19/14) More >
New, More Transparent, Contracts to End Africa's Resource Curse? "African nations are now much more 'up to speed' with what they should be demanding by way of a fair share of the resources being mined in their countries. New contracts are much tougher and some are being drafted with the idea of transparency and even online publication in mind." - Anthony Harrington (QFinance), EconomyWatch (4/28/14) More >
These Alternative Energy Stocks Will Soar on China's Rare Metal War "In 2012, production and consumption of the rare earth metals used in production of clean tech reached more than 100,000 metric tons, according to IHS Chemical. Today, the vast bulk of materials needed to build these technologies come primarily from China." - Money Morning (4/25/14) More >
Sanctions for Russia? Here Are the Real Winners "Russia is more than a major producer and exporter of energy and materials; Russia is also an important player within Western supply and product chains." - Byron King, Daily Resource Hunter (4/16/14) More >
Manganese Miners and Indonesia's Export Ban "Japan has sent a letter to Indonesia's foreign trade minister and will likely complain to the World Trade Organization about the ban and tariff structure, while copper industry heavyweight Freeport-McMoRan Copper & Gold has already signaled it may fail again to have a smelter ready by the extended deadline." - Teresa Matich, Resource Investing News (4/10/14) More >
What to Buy for Putin's New War: Nickel Could Surge "If Putin were to cut nickel exports to Europe and the U.S., nickel prices would jump. Prices have already gone up from $6.50/lb to $7.40/lb over the last 30 days." - Christian DeHaemer, Energy & Capital (3/20/14) More >
Focus Graphite Inc.: Well Positioned for 'The Next Big Thing' in Graphite Advances in car batteries are making graphite the next big thing for commodity investors. Graphite is the critical material for the new generation of batteries, even more than lithium or rare earths. In this special interview with The Mining Report, Focus Graphite President and Chief Operating Officer Don Baxter explains the eyebrow-raising supply/demand picture of the graphite industry, the attractive financials of the Lac Knife project and the significance of the graphite industry's first offtake agreement, including what it means to investors looking to understand an unfamiliar but well-positioned market. - Alec Gimurtu of The Mining Report (3/10/14) More >
Making Green from Gold, Palladium and Pollution Concerns "It seems that fear surrounding the international political landscape is helping to push the precious metals prices higher and higher." - Frank Holmes, U.S. Global Investors (3/10/14) More >
Size Does Matter in Rare Earth Mining: Christopher Ecclestone "It looks like market watchers have started to get a handle on what makes a good rare earth company." - Vivien Diniz, Resource Investing News (2/24/14) More >
This "Workhorse" Metal Is Ready for a Breakout "Demand's rising. Supply's down. Zinc prices, and profits, are about to take off." - Peter Krauth, Money Morning (2/18/14) More >
Royal Nickel Corp: Indonesian Ore Export Ban Opens Door to the Next Generation of Nickel Mines Nickel prices have been weak, but the recent Indonesian government announcement banning ore shipments outside the country may be the shock that reverses the trend. In this interview with The Mining Report, Mark Selby, Interim CEO of Royal Nickel Corp., walks through his analysis that indicates nickel price increases and inventory reductions are imminent, while demand continues to grow and over a quarter of global mine supply is shut in. He considers nickel in 2014 one of the best commodity trades in a generation. To capitalize on this unique set of circumstances, Royal Nickel's Dumont Nickel Project follows the path of other large-reserve, large-scale mines in the copper and gold sectors that have changed the mining industry and made early investors fortunes. - J. Alec Gimurtu of The Mining Report (2/11/14) More >
Glencore Xstrata to Shed Copper Project; Juniors Pick Up Copper Assets "The newly formed Glencore Xstrata is looking to shed its $5.9 billion stake in the Tampakan copper project in the Philippines, proving that the company prefers investing in mines that are in operation or close to production." - Vivien Diniz, Copper Investing News (1/30/14) More >
The Rare Earth Commodities that Just Won't Go Away "The Chinese still hold the trump card when to comes to rare earth production—they still produce over 95% of the world's supply." - Byron King, The Daily Reckoning (1/23/14) More >
Rules of Thumb for Junior Mining Speculators: A Light at the End of the Tunnel "Fundamental trends have been set in motion over the past few years that follow upon the previous decade-long bull market and that point to an improving investment climate for the junior miners." - Brent Cook, Exploration Insights (1/13/14) More >
Bullish or Bearish: Mining Sector Prospects for 2014 "The mining sector is not dead. . .not by a long shot. Sure, many metals are relying on an inflationary rally, which may or may not happen in 2014, but others are simply poised to move higher in value based on a supply crunch that has been building for several years. You can't ignore fundamentals." - PinnacleDigest (1/5/14) More >
The Fight for this Obscure Copper Mine in Peru Is Your First Major Buy Signal "Blackstone's interest in Las Bambas likely means the firm smells an opportunity in both mining and copper, simultaneously." - Peter Krauth, Money Morning (12/24/13) More >
Metals Shortages, Lack of Substitutes May Harm Innovation: Yale Report "Society will need to pay more attention to the acquisition and maintenance of metals than has been the case in the past, a new study by Yale University suggests." - Dorothy Kosich, Mineweb (12/9/13) More >
Platinum and Copper Are the Metals of the Future: Robert Friedland Robert Friedland's presentation at MineAfrica in London avows that the supercycle is not dead, and he sees huge value ahead for his Ivanhoe company's new platinum, copper and zinc projects in South Africa and the Democratic Republic of Congo. - Lawrence Williams, Mineweb (12/2/13) More >
WG's Feasibility Shows Fivefold Increase in Resources The Gold Report with Darrell Pasloski -"WG's project has the potential to become one of the world's largest, low-cost producers of PGMs and nickel from an open pit." (5/26/15)
CNY Producing High-Grade Manganese The Gold Report Interview with Thibaut Lepouttre -"CNY has the highest-grade manganese ore in the world." (5/21/15)
TV Only Publicly Traded Zinc Junior The Gold Report with Ricardo Carrion -"TV is one of our favorite zinc producers in Peru." (5/18/15)
BCM Project Well Advanced The Gold Report with Ricardo Carrion -"We expect an updated feasibility study BCM's Corani to be released real soon; it should show a lower capex." (5/18/15)
NRE's Lofdal Produces 95% HREEs The Mining Report Interview with John Kaiser -"NRE's Lofdal project could emerge as a long-term supply of HREEs." (5/5/15)
NRE Lofdal Has High Proportion of HREEs The Mining Report Interview with Ryan Castilloux -"NRE's Lofdal has relatively low preproduction capital requirements." (4/28/15)
Paste Backfill May Benefit TV's Caribou Derek Macpherson, M Partners -"Paste backfill would extend mine life and reduce costs per tonne at TV's Caribou." (4/24/15)
TV's Paste Backfill Test Work at Caribou Shows Upside Stefan Ioannou, Haywood Securities -"Paste backfill would meaningfully extend mine life at TV's Caribou project." (4/24/15)
TV Is Adding Incremental Value at Caribou Alex Terentiew, Raymond James -"TV is on the cusp of generating free cash flow." (4/23/15)
CNY is a Great Story Peter Clausi, Maplegrow Capital Inc. -"CNY can charge a premium over other suppliers for its high-grade manganese." (4/22/15)
LLG Features Low Capital and Operating Costs The Mining Report Interview with Rupert Merer -"Mason Graphite's Lac Guéret graphite deposit is the best in the world." (4/21/15)
BAR: Robust Grades in Upper Steep Eric Lemieux, PearTree Securities Inc. -"BAR's drilling at Bug Lake showed fertile gold zones that remain open." (4/21/15)
TV Reports Stepout Hole Results Wayne Hewgill, Mackie Research Capital -"TV discovered massive sulphides down-plunge of the Caribou resource." (4/20/15)
TV Warrants Buy Rating Peter Campbell, Mackie Research Capital -"Results from one hole at TV's Caribou appear to be very positive news." (4/16/15)
TV: Better-Than-Expected Recoveries Derek Macpherson, M Partners -"TV's Q1/15 production suggests operations have reached steady state." (4/15/15)
TV's Q1/15 Production Beats Estimates Ian Parkinson, GMP Securities -"TV's Q1/15 production beat our estimates across all metals." (4/14/15)
TV Continues to See Improvements at Santander Alex Terentiew, Raymond James -"TV remains one of our top picks among our covered base-metal producers." (4/14/15)
TV's Q1/15 Santander Production Exceed Expectations Joseph Gallucci, Dundee Capital Markets -"We believe TV is the best vehicle for zinc leverage on the TSX." (4/14/15)
TV's Santander Continues to Deliver Stefan Ioannou, Haywood Securities -"TV is poised to become a marquee midtier zinc producer." (4/14/15)
TV Reports Q1/15 Santander Production Beats on Record Recoveries Mark Turner, Scotia Capital -"TV reported record recovery rates for all three metals: zinc, lead and silver." (4/14/15)
LLG Benefits from Knowledgeable Management The Energy Report Interview with David Talbot -"LLG owns 100% of the Lac Guéret project in Québec, which is among the highest-grade projects in the world." (4/9/15)
BAR Releases Initial Results Kevin MacKenzie, Salman Partners -"BAR extended the Horizon 3 strike at Grasset 480m to the northwest." (4/9/15)
BAR: First Drilling Results Eric Lemieux, PearTree Securities Inc. -"The Ni-Cu-PGE Horizon 3 central zone at BAR's Grasset is expanding." (4/9/15)
BAR Extends Horizon 3 and Identifies Additional Ni-Cu-PGE Zone to Northwest Mick Carew, Haywood Securities -"BAR's drilling has extended Horizon 3 by ~20% to about 480m." (4/9/15)
MDL Provides Interesting REE Angle The Gold Report Interview with Eric Muschinski -"MDL has an interesting angle on rare earth production—it is a REE separation play." (4/8/15)
CCE Optimizing Ashram Flow Sheet The Mining Report Interview with Chris Berry -"CCE's tantalum is a secret weapon and could pay off in the long run." (4/7/15)