The Metals Report

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The Mining Report

The Mining Report covers the same critical, base, and platinum group metals you enjoy in The Metals Report, plus investing ideas in lithium, uranium, potash, and phosphates. Visit the new page now!

World economies depend on metals—base, strategic, critical, platinum group and otherwise—to operate and grow. Each week we interview the leading experts, analysts and newsletter writers in this space for updates on how to invest in the companies that will supply the world's demand.
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Interviews Companies News Expert Quotes

Interviews

Samuel Pelaez

Trade Wars, Gold and a Once-in-a-Lifetime Opportunity
Source: Streetwise Reports  (7/9/18)
In a period of economic uncertainty exacerbated by threats of a trade war, Samuel Pelaez, chief investment officer and portfolio manager with Galileo Global Equity Advisors, delves beyond the headlines to discuss the factors that are influencing gold, oil and other commodities, and why he believes we are on the cusp of a once-in-a-lifetime opportunity in commodities. More >


Lobo Tiggre

Commodity Supercycle Smiling on Energy Metals
Source: Streetwise Reports  (5/24/18)
The commodity supercycle could be on an upward curve, and among the commodities, the energy metals could see the most lift, fed by demand for alternative energy going mainstream among consumers, posits Lobo Tiggre of Louis James Ltd. and founder and editor of Independent Speculator, in this interview with Streetwise Reports. More >


Ralph Aldis

Precious Metal Companies with Takeout Appeal
Source: Streetwise Reports  (5/10/18)
The first quarter saw some high-profile M&A activity in the precious metals sector. In this interview with Streetwise Reports, Ralph Aldis, portfolio manager of U.S. Global Investors, discusses the market landscape and some companies that could be takeover targets. More >


How to Benefit from the Trade War
Source: Maurice Jackson for Streetwise Reports  (3/27/18)
Trade tensions between the U.S. and China can provide opportunities in the natural resource field. The Mercenary Geologist, Mickey Fulp, in this interview with Proven & Probable's Maurice Jackson, discusses the trade war and what he believes it means for resource investors. More >


Gwen  Preston

Three Companies to Watch in a Recovering Commodities Market
Source: Streetwise Reports  (2/6/18)
Investors are more bullish on commodities than they have been for a long time. Gwen Preston, founder and editor of The Resource Maven newsletter, discusses trends with commodities and three companies that are on her radar. More >


Frank Holmes

Bitcoin, Blockchain and Gold: A Year of Disruption
Source: Streetwise Reports  (12/22/17)
While gold is perceived to have lagged in 2017, the metal is actually up about 10% for the year, notes Frank Holmes, CEO of U.S. Global Investors. In this interview with The Gold Report, Holmes discusses bitcoin and blockchain's dramatic rise, the future of precious metals investing, and companies on his short list to watch.
More >


Ralph Aldis

5 Undervalued Miners for This Tax-Loss Selling Season
Source: Streetwise Reports  (12/21/17)
As the year comes to a close, Ralph Aldis, portfolio manager of U.S. Global Investors, reviews some of his precious metals holdings and calls out a handful of companies he believes tax-loss selling has made particularly good values right now.
More >


Lobo Tiggre

Why the Commodity Supercycle Is Favoring Investors Right Now
Source: Streetwise Reports  (11/21/17)
Precious, base and energy metals are all benefiting from the commodity supercycle, says Louis James, editor of International Speculator, who also discusses his Golden Runway theory of price appreciation and talks about a handful of companies that he believes are on the rise. More >


Metalla Royalty & Streaming: The Way to Play Gold and Silver?
Source: Peter Epstein for Streetwise Reports  (11/6/17)
Peter Epstein of Epstein Research interviews the newly appointed chairman of Metalla Royalty and Streaming, Lawrence Roulston, for an update on the company.
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Matt Geiger

Don't Waver—Hard Asset Bull Market Still Intact
Source: The Gold Report  (5/18/17)
The severity of the commodities bear market from 2011–2015 makes Matt Geiger, managing partner at MJG Capital, confident that the current hard asset bull market will last into 2019 and quite possibly longer. In this interview with The Gold Report, Geiger discusses commodities he is especially keen on right now and several companies that he expects to perform well. More >


Joseph McAlinden

How to Profit from Trumponomics
Source: The Gold Report  (1/24/17)
While Donald Trump's election has altered a number of aspects of the economy, investors cannot ignore economic trends that were in place before the election, says Joe McAlinden, founder of McAlinden Research Partners and former chief global strategist with Morgan Stanley Investment Management. In this interview with The Gold Report, he discusses those trends and how they may be changed by Trump's election, why he is bullish on gold and which sectors he expects to thrive in the Trump era. More >


Mick Carew

Five Junior Mining Companies Creating Value Through Exploration
Source: Special to The Gold Report  (6/9/16)
The drill bit is essential to junior mining companies. Only through active exploration can investors separate the companies with potential from those without. Mick Carew of Haywood Securities discusses five companies on track to create value through the drill bit. More >


Stefan Ioannou

Looming Zinc Supply Shortage Good News for Producers and Explorers: Stefan Ioannou
Source: Patrice Fusillo of The Gold Report  (4/18/16)
The outlook for zinc appears bullish, says Stefan Ioannou of Haywood Securities, spearheaded by mine closures, dwindling production and the dearth of replacement projects. This looming supply gap could mean increased zinc prices by the end of the year, explains Ioannou in this interview with The Gold Report, a prospect that would bode well for one of the few pure-play zinc producers, as well as for an Australian explorer that may be on the cusp of a world-class discovery. More >


Warren Irwin

Hedge Fund Chief Warren Irwin's Blockbuster Uranium Call and His Best Metal and Oil Plays
Source: Gordon Holmes of The Gold Report  (3/10/16)
The event-driven hedge fund Rosseau LP has beat its benchmark by over 50% since inception in 1998, and its founder and CIO Warren Irwin says it does so by going deep, looking at very specific events or situations that are special within industry sectors. Irwin made his name by shorting Bre-X some 20 years ago and hasn't looked back. In this interview with The Gold Report, Irwin gives us a peek into Rosseau's portfolio, discussing opportunities that he is excited about in metals, uranium and oil. More >


Paul Renken

VSA Capital's Paul Renken: Gold and Lithium Companies that Are Sizzling Hot
Source: Brian Sylvester of The Gold Report  (3/7/16)
There wasn't much sizzle in the gold equities space in recent years, but that has recently changed. Paul Renken, chief geologist and analyst with London-based VSA Capital, says the recent uptick in the gold price—which he says should stay near current levels for a while—will boost the margins of already profitable gold producers. Renken is even more bullish on lithium, while remaining optimistic about uranium. In this interview with The Gold Report, Renken provides the gold, lithium and uranium names with sizzle. More >


Eric Coffin

Eric Coffin Can See the End of the Gold Bear Market and This Is What He Is Doing About It
Source: JT Long of The Gold Report  (2/23/16)
When the New York markets run out of steam, the gold market gets hot. HRA Editor Eric Coffin has been watching the companies with the best assets, waiting for just this moment. In this interview with The Gold Report, he shares the names of the best in the gold, silver, copper and uranium spaces and tells you where you can go to talk to the CEOs. More >


Joe Reagor

Joe Reagor's Equity Picks for Patient Pickers
Source: Brian Sylvester of The Gold Report  (2/8/16)
Picking gold and silver equities in a stagnant price environment is a stock picker's game that requires a particular thesis—and a fair portion of patience, says Joe Reagor, an analyst with ROTH Capital Partners. In this interview with The Gold Report, Reagor outlines types of companies he prefers and pairs those with names that patient investors could parlay into promising profits. More >


Rick Mills

Rick Mills: How to Profit from the Demands of a Growing World Population
Source: JT Long of The Gold Report  (1/21/16)
As the world prepares to house, feed and care for 9.7 billion people, Ahead of the Herd founder Rick Mills is looking for the companies that will profit from the silent tsunami of demand creeping up on resource and healthcare providers. In this interview with The Gold Report, Mills reveals the six companies he thinks are well positioned in their respective sectors to ride this population wave to profits. More >


Why Is Charles Gibson Nervous About the Fed's Actions?
Source: Brian Sylvester of The Gold Report  (1/7/16)
Charles Gibson, an analyst with London-based Edison Investment Research, is nervous. Gibson says the U.S. Federal Reserve's statement that it would push the benchmark interest rate to 1.375% by the end of 2016 could send the U.S. economy in the wrong direction for the sake of containing mostly nonexistent inflation. He says the economy's capacity to sustain higher interest rates—especially higher real interest rates—is limited and that could ultimately create greater safe-haven investment demand for gold. In light of some choppy economic times ahead, Gibson and his colleague Tom Hayes recommend defensive equity names with little risk in this interview with The Gold Report. More >


David Talbot

Dundee's David Talbot Says Green Energy Trend Is Your Friend
Source: Brian Sylvester of The Energy Report  (1/5/16)
David Talbot of Dundee Capital Markets forecasts uranium demand growth of about 6% compounded annually through 2020, which ought to be more than enough to kickstart depressed U3O8 prices. Nuclear energy is part of a growing trend away from fossil fuels toward green energy and things like lithium-ion batteries for cars and energy storage. Talbot explains that lithium demand is expected to grow even faster than uranium demand, and the market is already undergoing a supply deficit. In this interview with The Energy Report, he offers his top picks in the uranium and lithium spaces, as well as a graphite name, all poised to ride the green energy trend higher. More >


2015: A Year of Investing Perspective
Source: The Gold Report Staff  (12/28/15)
As we at The Gold Report interviewed the investing stars in 2015, we saw some patterns develop. Whether it was in the wake of terror attacks, bond defaults, currencies (we are looking at you, Swiss Central Bank and China, decoupling from the euro and dollar respectively), political drama in the U.S., Iran, Turkey, Ukraine and Germany or the long-rumored Federal Reserve interest rate hike, the call seemed to be for patience. Crises come and go, cycles have their way with commodities and then move on only to return again under another headline. Smart investors, according to the experts we interviewed, know that the way to weather these storms is to be diversified. The way to profit from them is to be contrarian. Let's take a stroll down memory lane and see what it tells us about the road ahead. More >


Eric Coffin

Eric Coffin Calls Out the Fed's Biggest Mistake and What You Can Do to Protect Your Portfolio
Source: Brian Sylvester of The Gold Report  (12/17/15)
Eric Coffin, editor of HRA Journal, writes one of the must-read newsletters in the junior mining sector. In this interview with The Gold Report, Coffin implores gold equity investors to ask: Is the project financeable in this market? And he discusses some companies he covers in the HRA Journal with the know-how to find funds, as well as a couple of uranium names that would benefit from utilities re-entering the market to find long-term delivery deals. But Coffin gets rolling by questioning U.S. Federal Reserve Chairman Janet Yellen's timing, warning investors about the growing divergence between equity and higher yield markets, and shooting down the accepted theory that the U.S. dollar index is heading to 120. More >


Thibaut Lepouttre

Lepouttre Plays Santa Claus, Gives Away Top 5 Junior Mining Picks
Source: Brian Sylvester of The Gold Report  (12/14/15)
Thibaut Lepouttre, editor of Caesars Report, knows 'tis the season for generosity, so when we asked him for his top three picks among junior mining equities, he gave us five—four gold plays and a phosphate name. Belgium-based Lepouttre also discusses different "black swan" events and their potential impact on the gold price, as well as some naughty and nice mining jurisdictions. But this is the interview that keeps on giving, so before he left Lepouttre added two micro-cap oil names he believes would make great "stocking stuffers." He may not be Santa Claus but you'll appreciate his magnanimity in this interview with The Gold Report. More >


Philip Richards

RAB's Philip Richards: Why a Gradual Bull Market in Metals Is on Its Way
Source: Kevin Michael Grace of The Gold Report  (11/23/15)
After five trying years, RAB Capital Founder and President Philip Richards sees the light at the end of the tunnel. In this interview with The Gold Report, he argues that a continued zero-interest-rate policy from the Fed will be good for gold and silver, while continued quantitative easing will be good for base metals. Many fine mining companies now trade at deep discounts relative to their NPVs, and Richards suggests a half-dozen poised to take off once the new bull market finds its legs. More >


Michael Curran

Michael Curran Goes Down-Market Shopping for Winners
Source: Brian Sylvester of The Gold Report  (11/19/15)
Most of the low-cost gold producers are fairly valued, says Michael Curran, managing director and mining analyst with Beacon Securities, so he's heading down-market to the advanced development opportunities and early-stage explorers that he thinks could become low-cost producers. Sure there is risk, as Curran explains in this interview with The Gold Report, but the reward could come via either a takeover bid by an established producer seeking to lower its overall costs or by supporting these companies as they transition into emerging producers. More >


Eric Lemieux

PearTree Securities' Eric Lemieux Enumerates Québec Companies with Cash and Catalysts
Source: Brian Sylvester of The Gold Report  (11/9/15)
Few know and understand Québec-based mining projects like Eric Lemieux, mining analyst with PearTree Securities Inc. He understands that the low commodity price environment is hindering widespread exploration but explains that for companies with cash, exploration dollars go further in tough times. In this interview with The Gold Report, Lemieux provides some perspective on several brownfield exploration projects he recently visited in Québec's Abitibi and Val-d'Or regions, while providing updates on other Québec gold and other mining projects with near-term catalysts. More >


Joseph McAlinden

Four Reasons Investment Strategist Joe McAlinden Likes Hard Assets, Especially Gold
Source: Special to The Gold Report  (11/2/15)
In September, former Morgan Stanley Investment Management Chief Global Strategist Joe McAlinden announced in an interview with The Gold Report that he had reversed his view on commodities. In this interview, he predicts that the gold price could double in the next two year and envisions even more upside for the mining equities. More >


Marin Katusa

Marin Katusa: Follow the Good Guys in Mining
Source: JT Long of The Gold Report  (10/29/15)
The most valuable resource in a mining company is often the people. Good management can attract the right investors and add value regardless of the market. In this interview with The Gold Report, Marin Katusa, founder of Katusa Research, shares his litmus test for which mining companies are worth his hard-won dollars and which ones he is avoiding for the foreseeable future. More >


Frank Holmes Brian Hicks

U.S. Global's Frank Holmes and Brian Hicks: The One Essential to Transform Your Resources Portfolio? Patience.
Source: JT Long of The Energy Report  (10/27/15)
For investors willing to take a long-term view on their resource portfolios, this could be the best of times, says U.S. Global Investors CEO and Chief Investment Officer Frank Holmes. If you add patience to your portfolio management strategy, holding discounted oil and gas and metals mining stocks is one way to leverage the price equilibrium that will come when China's growth hits the market. In this interview with The Energy Report, Fund Manager Brian Hicks shares the names of the juniors farther up the food chain that he is adding to the fund. More >


The Secrets of Junior Mining Private Equity Risk Managers
Source: Brian Sylvester of The Gold Report  (10/12/15)
Some $2 trillion is being invested worldwide by private equity funds every year with a chunk of that destined for junior mining companies. Demand is as strong as or stronger than ever as investors see a shopping opportunity. Who is deciding where it goes and based on what criteria? At the annual Fall Mining Showcase event in Toronto, Red Cloud Mining Capital enlisted the help of three private equity panelists to answer those burning questions. Cheryl Brandon, a partner at Waterton Global Resource Management; Dan Wilton, a partner at Pacific Road Capital Management; and David Thomas, managing director of Resource Capital Funds, brought their insight. Anthony Vaccaro, publisher of The Northern Miner, moderated the spirited discussion that shed light on how private equity investments in junior mining work, the widely held fear of private equity among CEOs and a surprising level of interest in junior mining equities by private equity fund investors. What follows is an edited version of that panel discussion. More >


Andrew Pullar

Andrew Pullar's Plan: Go Long, Set Goals with World-Class Assets
Source: Brian Sylvester of The Gold Report  (10/5/15)
Andrew Pullar, CEO of The Sentient Group, a private equity fund, says his plan for investment success is all about identifying companies with long-life, low-cost, world-class assets and supporting them through to production. In this interview with The Gold Report, Pullar plots the course for a handful of what he believes are world-class mining assets. More >


Survival Secrets from Colorado Resource Investing Front Lines
Source: JT Long of The Gold Report  (10/1/15)
Top experts and select companies traveled to Colorado last week for a pair of conferences focused on the survivors in the natural resource mining sector. The Gold Report reached out to some of the discerning voices there and asked whether the barrage of headlines from the Federal Reserve and China impacted the mood, and what companies they would be following up on when they returned to their offices. While the Precious Metals Summit was geared toward development-stage companies and the Denver Gold Forum was mostly populated by large, producing mining companies, everyone seemed fixated on survival. For those of us watching from home, experts we talked to were kind enough to name some of the standout companies they saw in boothland. More >


David Morgan

Silver Investor David Morgan: Conspiracy Facts Show Metal Prices Have to Rise
Source: JT Long of The Gold Report  (9/21/15)
Even in a frozen metals price market, it only takes one event to shake off the paper manipulation keeping prices below what supply and demand fundamentals of a free market would dictate. And when that correction comes, it could happen quickly. In this interview with The Gold Report, The Morgan Report Publisher David Morgan shares his favorite ways to own leverage to metal prices upside while protecting against junior mining risk. More >


Blair Way

Flinders CEO Blair Way: What Tesla Needs to Know About the Graphite Sector
Source: Special to The Gold Report  (9/8/15)
Tesla's moves toward manufacturing auto and home storage has set off a buzz of misunderstandings and opportunities in the graphite space as some 40 TSX and ASX junior miners position themselves to meet anticipated increased future demand for this critical mineral. In this interview with The Gold Report, Flinders Resources CEO and President Blair Way shares the four factors to consider when analyzing a graphite company. Warning: It is a very different proposition than investing in a gold company. More >


James Wilson

Can a Weak Australian Currency Blow Investment Dollars Toward Mining Companies? Morgans' James Wilson Singles Out Three Gold Companies Making Headway
Source: Special to The Gold Report  (9/3/15)
A weak Australian dollar has pushed up gold prices down under and made gold mining companies with low all-in costs more attractive to investors. In this interview with The Gold Report, Morgans Senior Analyst James Wilson shares the names of ASX-listed gold, iron and graphite companies worth watching. More >


Brien Lundin

Why a Fed Rate Hike Could Be a Blessing for Gold Prices: Brien Lundin
Source: JT Long of The Gold Report  (8/27/15)
Like a true contrarian, Gold Newsletter publisher Brien Lundin looks beyond the headlines to understand what is really moving precious metals prices. He has concluded that the mainstream media may have it all wrong. Suspected anchors on the gold price, such as an interest rate increase and devaluation of the yuan, could actually be a rallying cry for commodities, he says in this interview with The Gold Report. And, he points to a baker's dozen of companies poised to take off when the arrows turn. More >


Mick Carew

Haywood's Mick Carew Explains Why Now Is an 'Opportune Time for Consolidation' in the Mining Space
Source: Brian Sylvester of The Gold Report  (8/24/15)
Mick Carew, a research analyst with Haywood Securities, hopes we have found the bottom of the commodity cycle but expects M&A activity to continue apace through the rest of this year and into 2016 as low metals prices force the hands of underfunded management teams. Carew says M&A is commonly viewed as a potential indicator of a swing in market sentiment, and in this interview with The Gold Report, he discusses a handful of his favorite names, some of which could become M&A targets. More >


Carsten Ringler

Carsten Ringler Makes the Basket Case for Gold Equities
Source: Brian Sylvester of The Gold Report  (8/20/15)
Carsten Ringler, analyst and founder of Ringler Consulting and Research in Germany, strongly believes that precious metals prices will move sharply higher over the next few years and discusses some ratios that point that way. He suggests dedicating a portion of your investment portfolio to two baskets of precious metals equities: one for producers and another brimming with developers and explorers. In this interview with The Gold Report, Ringler takes the long view when it comes to precious metals equities and provides enough names to get you started. More >


Douglass Loud Jeffrey Mosseri

Doug Loud and Jeff Mosseri: Supply and Demand Will Rescue Gold Soon
Source: Kevin Michael Grace of The Gold Report  (8/13/15)
Money managers Doug Loud and Jeff Mosseri of Greystone Asset Management LLC. have some simple advice for gold investors: Relax. Supply and demand will reassert its reign quite soon, and, when that time comes, both gold and gold equities will appreciate quickly and significantly from their current levels. In this interview with The Gold Report, they highlight several producers and explorers with the management, cash and projects needed to spring forward when the market turns. More >


Thinking Outside the Commodity Box: Benchmark's Investment Primer for Lithium, Cobalt and Graphite
Source: Brian Sylvester of The Gold Report  (8/10/15)
It's often difficult to understand the global markets for critical minerals so The Gold Report narrowed it to three—lithium, cobalt and graphite—and brought in Simon Moores, managing director of London-based Benchmark Mineral Intelligence, and the firm's analyst, Andrew Miller, to provide insight into minerals that they say need to shed their labels as traditional commodities and embrace their future as niche, raw-material solutions for a growing list of technology manufacturers. As Benchmark prepares to embark on its World Tour, Moores and Miller discuss supply chain visibility and the impact of disruptive technologies on these markets, as well as companies seeking to leverage lithium, cobalt and graphite into investable business models that will lure investors with a long-term outlook. More >


Andrew Kaip

BMO's Andrew Kaip: The Gold Majors Are Back
Source: Kevin Michael Grace of The Gold Report  (7/30/15)
Andrew Kaip, managing director of mining equity research at BMO Capital Markets, does not expect near-term higher prices for gold or silver. However, due to continuing cost cutting and other efficiencies, he argues that the senior gold producers can now make profits above $1,100/oz gold. In this interview with The Gold Report, Kaip names two seniors as Sector Outperformers, and touts the virtues of a half-dozen undervalued near-term gold and silver producers. More >


Luisa Moreno

Luisa Moreno Explains Why Metallurgy Is So Important in Critical Metals Projects
Source: Brian Sylvester of The Gold Report  (7/23/15)
Luisa Moreno, managing partner and analyst with Toronto-based Tahuti Global, says there are many things investors must pay attention to when it comes to critical metals projects, but nothing should trump metallurgy. That's because no two deposits are precisely the same, and having a clear understanding of how to economically recover those metals and get them into end-users' hands is usually the difference between higher share prices and failure. In this interview with The Gold Report, Moreno discusses several companies developing critical metals deposits with established metallurgy and other attributes that put them on the path to success. More >


Raymond Goldie

Salman Partners Economist Calls Bottom in Copper
Source: JT Long of The Gold Report  (7/20/15)
Experienced investors know that commodities and equities move in cycles, and understanding where copper, iron ore, nickel and zinc are in the cycle can result in much smarter decisions than blindly following the pack. In this interview with The Gold Report, Salman Partners Vice President of Commodity Economics Raymond Goldie brings some perspective to the charts and names the junior mining companies that could ride the inevitable waves up. More >


Stefan Ioannou

Stefan Ioannou's Ways to Ride the Next Zinc and Nickel Waves
Source: Brian Sylvester of The Gold Report  (7/16/15)
Base metals prices are feeling the undertow but Stefan Ioannou, mining analyst with Haywood Securities, says that this is temporary—and that investors may not have to wait long for the next wave of higher zinc and nickel prices. Ioannou says zinc prices could even reach "bonanza" prices over the medium term. Nickel prices, meanwhile, could rebound as quickly as late 2015. In this interview with The Gold Report, Ioannou discusses some equities well positioned to ride the base metals waves as they come in cycles. More >


Brent Cook

Nine Companies Brent Cook Expects to See on the Other Side of the Gold Market Wasteland
Source: JT Long of The Gold Report  (7/13/15)
Markets are cyclical and even though it feels like the end of the world after years of junior resource stock market declines, history indicates that bear markets are actually an opportunity to own tomorrow's superstars for pennies on the dollar. In this interview with The Gold Report, market veteran and Exploration Insights author Brent Cook shares his travel stories and the companies he thinks will shine when the sun returns to commodity prices. More >


Paul Renken

Paul Renken's Gold, Graphite and REE Names Poised for Gains
Source: Brian Sylvester of The Gold Report  (6/22/15)
Paul Renken, mining analyst with London-based VSA Capital, spends much of his time researching small and micro-cap resource equities and the commodities central to their business models so we don't have to. In this interview with The Gold Report, Renken suggests some of his favorite graphite and rare earth names, as well as a handful of gold equity picks. More >


Geordie Mark

Geordie Mark Focuses on Miners Making Money at $1,200/oz Gold
Source: Kevin Michael Grace of The Gold Report  (6/18/15)
Gold producers certainly needed a break, and now they have two, reports Haywood Securities Mining Analyst Geordie Mark. Much lower energy costs and the strength of the U.S. dollar mean that producers can and do make money at $1,200 per ounce gold. In this interview with The Gold Report, Mark touts the virtues of three multi-mine producers that have exploited their free cash flow to expand their operations and make prudent acquisitions. And he highlights two near-term producers in Africa that should soon produce good margins and reward shareholders. More >


Chris Berry Michael Berry

Chris and Michael Berry: What the Boomers Got Wrong—and Right—About Natural Resource Investing
Source: JT Long of The Gold Report   (6/15/15)
What do Gen Xers not understand about value investing? What can Millennials learn from today's resource investors? In anticipation of Father's Day, The Gold Report, quizzed Chris and Dr. Michael Berry, authors of the Disruptive Discoveries Journal, on how investing has changed over the years in the gold, silver, niche metals and energy space, and what they are investing in today to make sure they survive to see the next cycle. More >


Gwen  Preston

Why Gwen Preston Is Buckling Her Seat Belt for What Could Be an Interesting Summer
Source: Brian Sylvester of The Gold Report  (6/11/15)
The summer months are the time to establish positions in the "best of the best" at valuations the mining sector has not witnessed in 20 years, says Gwen Preston, editor and publisher of Resource Maven, a subscriber-based junior mining newsletter. She doesn't know if the mining stock rally will start this summer but that really doesn't matter—what matters is that we are at the bottom. In this interview with The Gold Report, Preston says if the TSX Venture Exchange starts to see gains over the summer months, buckle your seat belts because that's a sure sign that the long-anticipated stock rally has begun. More >


Hard-Core Investors Found Real Resource Projects in a Vancouver Conference Center
Source: JT Long, The Gold Report  (6/8/15)
When the market bears are growling, contemplating a trip to a showcase of the companies currently in the grip of that punishment can seem daunting, but resource experts say now is exactly the time hard-core investors need to be out talking to management, hearing their stories and figuring out which companies will be on top when the good times come. The Gold Report spoke to some of the experts at the recent Metals Forum and Cambridge House Vancouver Resource Investment conferences, who shared some of the nuggets they gleaned from the podium and exhibit hall. More >


Top

Companies

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 ...

Balmoral Resources Ltd. (BAR:TSX; BALMF:OTCQX) Balmoral is a well-funded, Canadian-based company actively delineating and expanding a series of high-grade gold deposits on its Martiniere Property located within the prolific Abitibi greenstone belt ...

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 ...

Liberty Gold Corp. (LGD:TSX) Liberty Gold is a leading gold discovery company built on and fueled by our proprietary Science of Discovery©. As a philosophy and a practice, the Science of Discovery© is focused on finding the swee ...

MAG Silver Corp. (MAG:TSX; MAG:NYSE.MKT) MAG Silver Corp. (MAG: TSX / NYSE A) is a Canadian exploration and development company focused on becoming a top-tier primary silver mining company, by exploring and advancing high-grade, district sca ...

Shamrock Enterprises Inc. (SRS:CSE) Shamrock Enterprises Inc. is a Canada-based junior exploration mining company focused on the procurement, exploration and development of precious and base metal properties in North America. The compan ...

Silver Bull Resources Inc. (SVB:TSX; SVBL:NYSE.MKT) Silver Bull Resources Inc. is a Canada-based mineral exploration company engaged in exploring and developing the "Sierra Mojada" located in Coahuila, Mexico. The project is 100% owned and operated by ...

Top

News

The Silver and Platinum Express Bob Moriarty of 321 Gold discusses the relative prices of gold, silver and platinum and highlights two exploration companies, one with platinum and one with silver. - Bob Moriarty for Streetwise Reports (7/19/18) More >

E-Waste Mining Joint Venture Reports Significant Achievements The Canada-based companies report the doubling of the fabrication facility in British Columbia. - Streetwise Reports (7/18/18) More >

Base Metals Miner Pursues Takeover of Midtier in Space An Eight Capital report described the acquisition proposal and what it means for the shareholders of the two involved entities. - Streetwise Reports (7/18/18) More >

Large Streaming Company Acquires Gold and Palladium Stream Company president sees this stream as a foundational asset. - Streetwise Reports (7/17/18) More >

Base 'Mettle' Needed Precious metals expert Michael Ballanger discusses movements in the base metals sector, as well as in precious metals. - Michael J. Ballanger for Streetwise Reports (7/17/18) More >

'Best-in-Class Copper Story' Inks Deal with Indonesia A CIBC report discussed the terms and implications of the agreement. - Streetwise Reports (7/16/18) More >

Copper and Gold Miner Signs Property Option Agreement for Esperanza Project Company sees agreement as movement toward seeking venture partners. - Streetwise Reports (7/15/18) More >

Doug Casey Talks Cryptocurrencies, Precious Metals and Novels Doug Casey, chairman of Casey Research, speaks with Maurice Jackson of Proven and Probable about his investment philosophy, the state of the markets and where he is investing today. - Maurice Jackson for Streetwise Reports (7/11/18) More >

Precious Metals Firm Launches Exploration Program in British Columbia A Haywood Securities report shared what is new with this Canadian company. - Streetwise Reports (7/11/18) More >

Being in the Right Place at the Right Time: 4 Graphite Miners to Watch as Demand Booms Demand for graphite, an essential element in lithium-ion batteries, is skyrocketing, but the mineral is produced by just a few publicly traded companies. - Streetwise Reports (7/10/18) More >

Copper Miner Makes Key Acquisition The Mocoa deposit in Colombia has been acquired by this copper miner. - Streetwise Reports (7/10/18) More >

Rick Rule on Investing in Natural Resources Rick Rule, CEO of Sprott U.S. Holdings, speaks with Maurice Jackson of Proven and Probable about investing in precious and base metals, energy, agriculture and water. - Maurice Jackson for Streetwise Reports (7/7/18) More >

Base Metals Breakdowns Are Imposing Omens Sector expert Michael Ballanger discusses breakdowns in base metals markets and his current views on the status of cryptocurrencies. - Michael Ballanger for Streetwise Reports (7/7/18) More >

Precious Metals Price Outlook: Buy Now Sector expert Michael Ballanger details his forecast for precious metals markets in the second half of 2018. - Michael Ballanger for Streetwise Reports (7/5/18) More >

Zinc Drill Results Impress Investors The exceptional zinc mineralization reported could indicate a feeder system, The Critical Investor reports. - The Critical Investor for Streetwise Reports (7/2/18) More >

Resource Companies with Strong Developments Not Reflected in Stock Prices Fund manager Adrian Day updates developments at one of his favorite royalty companies, as well as from several other companies in his portfolio. - Adrian Day for Streetwise Reports (6/30/18) More >

All Eyes on the Golden Triangle As Summer Drill Season Begins An explorer that received good drill results last year is one of the first out of the gate to follow up this summer. - Streetwise Reports (6/28/18) More >

Excelsior Mining Receives Long Awaited UIC Permit; Quick Capex Funding Around the Corner The Critical Investor delves into the first new copper project fully permitted in Arizona in a decade. - The Critical Investor for Streetwise Reports (6/27/18) More >

Miner Spins Out Copper Assets A Haywood Securities note described this company's recently announced corporate strategy, which includes spinning out its copper assets. - Streetwise Reports (6/26/18) More >

Prospect Generator Offers Exposure to Many Resources The CEO of Millrock Resources, Gregory Beischer, speaks with Maurice Jackson of Proven and Probable about the many projects his company is exploring. - Maurice Jackson for Streetwise Reports (6/26/18) More >

Two Resource Companies at 'Good Buying Levels' Money manager Adrian Day discusses two resource companies in his portfolio that he finds are buys at current levels. - Adrian Day for Streetwise Reports (6/25/18) More >

The COTs and DSI Suggest a Tradable Low Is Near Bob Moriarty of 321 Gold explains why he believes a tradable low is near and discusses one micro-cap gold explorer. - Bob Moriarty for Streetwise Reports (6/25/18) More >

Exploration and Royalties Make Good Resource Companies Sector expert Adrian Day looked at two 'favorite' junior explorers he considers 'good buys at current levels.' - Adrian Day for Streetwise Reports (6/21/18) More >

ZincX Beats Arizona Mining Bob Moriarty of 321 Gold calculates what South32's acquisition offer for Arizona Mining means to the value of another company with a similar resource. - Bob Moriarty for Streetwise Reports (6/21/18) More >

Royalties Continue to Outperform Miners Fund manager Adrian Day reviews several senior gold companies, including one he sees as a good buy at current prices. - Adrian Day for Streetwise Reports (6/16/18) More >

Two Companies Whose High-Grade Deposits Straddle the US-Mexican Border Geology does not care about international borders, and one porphyry belt that crosses the U.S.–Mexico border is getting a lot of attention: a large miner has signed an option to pay $100 million to acquire a 70% stake of an explorer with a $39 million market cap. - Streetwise Reports (6/12/18) More >

How to Prepare for Economic Uncertainty Chris Marcus of Arcadia Economics speaks with Maurice Jackson of Proven and Probable about what investors can do to prepare for economic uncertainty. - Maurice Jackson for Streetwise Reports (6/8/18) More >

Commodities and Markets: A Turning Point in the Markets Ron Struthers of Struthers Resource Stock Report discusses commodities and the markets, as well as a handful of companies that are on his radar screen. - Ron Struthers for Streetwise Reports (6/7/18) More >

The Deviant Conundrum called Silver Precious metals expert Michael Ballanger discusses silver's mercurial aspects. - Michael J. Ballanger for Streetwise Reports (6/7/18) More >

Silver Bull Wins the Silver Lottery Bob Moriarty of 321 Gold dissects this gold developer's agreement with a large-cap miner that he sees as mutually beneficial. - Bob Moriarty for StreetwiseReports (6/6/18) More >

This Company May Be North America's Next Copper Producer Matthew Gili, CEO of Nevada Copper, speaks to Maurice Jackson of Proven and Probable about the company's plans to go into production. - Maurice Jackson for Streetwise Reports (6/1/18) More >

The Case for Investing in Platinum Jamie Keech of Capital Exploits talks with Maurice Jackson of Proven and Probable about what he sees as the benefits of investing in Platinum Group Metals. - Maurice Jackson for Streetwise Reports (5/29/18) More >

Copper Update and Copper Stocks Selection Technical analyst Clive Maund discusses the probability of copper breaking out to the upside. - Clive Maund for Streetwise Reports (5/29/18) More >

Explorer Drills 387 Meters at 0.78% Copper in Argentina, But No One Cares Peter Epstein of Epstein Research makes the case for a South American copper project with what he views as excellent mineralization that is open at depth and in all directions. - Peter Epstein for Streetwise Reports (5/24/18) More >

Graphite Mine Progressing in Madagascar Proven and Probable's Maurice Jackson interviews DNI Metals Executive Chairman Dan Weir, who discusses his company's plans for its projects in Madagascar. - Maurice Jackson for Streetwise Reports (5/24/18) More >

Copper Explorer Gearing Up for Significant Project Expansion The Critical Investor examines a company that has been diligently exploring a copper-zinc project in British Columbia. - The Critical Investor for Streetwise Reports (5/23/18) More >

Gearing Up for a Busy Summer in the Golden Triangle Calling it "one of the hottest exploration regions in Canada," Thibaut Lepouttre of Caesars Report describes how one company is preparing for the short summer exploration season. - Thibaut Lepouttre for Streetwise Reports (5/22/18) More >

Junior Explorer Advances Mexican Mine Project The president of this junior miner discusses the promise of an orogenic heap-leach project on its property in Sonora with Maurice Jackson of Proven and Probable. - Maurice Jackson for Streetwise Reports (5/18/18) More >

The State of Mining in India Jayant Bhandari, host of the "Capitalism and Morality" seminar, discusses with Maurice Jackson of Proven and Probable the state of mining in India, as well as some mining companies that offer arbitrage opportunities. - Maurice Jackson for Streetwise Reports (5/17/18) More >

Copper Miner Gears Up for Summer Drill Season Vince Sorace, the president and CEO of Kutcho Copper Corp., tells Resource Stock Digest about the company's plan of attack for the 2018 field program, which he believes will generate substantial news flow over the coming months. - Gerardo Del Real for Streetwise Reports (5/17/18) More >

Zinc Miner Signs Contract for Drilling at High-Grade Site in Nevada Canada-based zinc mining company expands drilling program at U.S. site. - Streetwise Reports (5/17/18) More >

Microcap Explorer Releases Q1's Third Best Copper Intersection A company exploring a copper-gold project in Argentina reported high-grade results. - Streetwise Reports (5/8/18) More >

Geologist Behind GT Gold's Discovery in Golden Triangle Joins Board of Junior Explorer The person who led GT Gold's discovery of the high-grade precious metals zone in British Columbia's Golden Triangle has joined the board of an explorer with three prospective projects in British Columbia. - Streetwise Reports (5/8/18) More >

Technical Analysis Points to Platinum Gain Technical analyst Chris Vermeulen of Technical Traders speaks with Maurice Jackson of Proven and Probable about what he sees in the charts for Platinum Group Metals. - Maurice Jackson for Streetwise Reports (5/8/18) More >

Golden Triangle's Red Line Rick Mills, founder of Ahead of the Herd, discusses the Golden Triangle region of northwest BC and some junior companies gearing up to explore new and existing targets. - Rick Mills for Streetwise Reports (5/7/18) More >

Silver Miner's Production 'Tracking to Meet Expectations' Heiko Ihle, an analyst with H.C. Wainwright & Co., discussed this company's Q1/18 production overall and from two of its producing mines. - Streetwise Reports (5/2/18) More >

Tinka Resources Closes C$16.2M Financings, Finds More Mineralization at West Ayawilca The Critical Investor provides an update on funding and exploration at a high-grade zinc project in Peru. - The Critical Investor for Streetwise Reports (5/1/18) More >

Plato Gold Goes Niobium Bob Moriarty of 321 Gold profiles a mining explorer that is switching gears. - Bob Moriarty for Streetwise Reports (4/30/18) More >

Copper-Gold Miner Lowers Guidance on Slowed Indonesia Project Ralph Profiti, an Eight Capital analyst, reviewed this producer's Q1/18 financials and revised outlook. - Streetwise Reports (4/30/18) More >

Month-End Shenanigans Everywhere Precious metals expert Michael Ballanger discusses the gold and silver ratio. - Michael J. Ballanger for Streetwise Reports (4/30/18) More >

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Expert Quotes

Joe Reagor, ROTH Capital Partners -"We are initiating coverage on SEA with a Buy rating; the company has a unique combination of gold price leverage and near-term catalysts." (7/13/18)

Gwen Preston, Resource Maven -"CBR is working to identify the best Cuiu Cuiu targets for drilling." (6/20/18)

Mike Niehuser, Scarsdale Equities -"LIO recently entered into a term sheet with Sinosteel and Baiyin." (6/18/18)

Gwen Preston, Resource Maven -"CBR's updated resource estimate is out; it's good." (6/7/18)

Mike Niehuser, Scarsdale Equities -"LIO entered into a term sheet for financing for development at Tuvatu." (6/6/18)

Eric Coffin, Hard Rock Analyst -"LIO is a Buy as it again moves forward toward production at Tuvatu." (6/5/18)

Derek Macpherson, Red Cloud Klondike Strike Inc. -"LIO is well positioned to continue to construction and production." (6/4/18)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"All four holes tested in TXR's Crestaurum zone hit mineralization." (6/1/18)

Eric Zaunscherb, Canaccord Genuity -"TXR announced a CA$3M financing to fund drilling and exploration." (5/29/18)

Byron King, Gold Speculator -"TXR announced strong drill results in its Yellowknife play." (5/15/18)

Mike Kozak, Cantor Fitzgerald -"SEA discovered two new gold zones at its Courageous Lake project." (5/9/18)

Tom Hayes, Edison Investment Research -"A strong Q3/18 saw ALK's Tomingley generate cash flows of AU$21.2M." (5/4/18)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"TXR is working on raising money for drilling at Yellowknife City." (5/1/18)

Derek Macpherson, Red Cloud Klondike Strike Inc. -"We visited LIO's Tuvatu and were generally impressed with this permitted high-grade project." (5/1/18)

Eric Zaunscherb, Canaccord Genuity -"We highlight ECS for its Idaho cobalt project in low-risk Idaho." (4/12/18)

Thibaut Lepouttre, Caesars Report -"R's deal with Red Eagle Exploration should close in the next few days." (4/11/18)

Gwen Preston, Resource Maven -"The recovery is starting to take shape at R's Santa Rosa gold mine." (4/11/18)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"TXR assays give the sense that the area's potential remains uncapped." (4/1/18)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"Recent samples remind us that LIO's Tuvatu still has a lot of upside." (4/1/18)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"I recommend CBR based on its near-term and long-term price catalysts." (3/28/18)

Gwen Preston, Resource Maven -"With the $3M, TXR will keep looking for a Yellowknife gold deposit." (3/28/18)

Gwen Preston, Resource Maven -"CBR's flagship Cuiu Cuiu project already hosts 1.3 Moz gold." (3/22/18)

Byron King, Gold Speculator -"Looking ahead, I foresee strong news flow from TXR." (3/20/18)

Thibaut Lepouttre, Caesars Report -"R entered into an agreement with Red Eagle Exploration." (3/17/18)

Jay Taylor, Gold, Energy & Tech Stocks -"Two holes at TXR's Yellowknife confirmed a 2.2 km mineralized zone." (3/9/18)

Philip Ker, PI Financial -"BAR has a treasured land package ripe for future discoveries." (3/2/18)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"BAR is reporting visible gold in the first hole drilled on Martiniere." (3/1/18)

Tony Lesiak, Canaccord Genuity -"SEA's Iron Cap increased tonnage 133% and copper grades 27%." (2/13/18)

Mike Kozak, Cantor Fitzgerald -"SEA has grown Iron Cap by 14.5 Moz Au and 6.9 Blb Cu." (2/13/18)

Eric Zaunscherb, Canaccord Genuity -"ECS is targeting completion of an updated feasibility study in Q2/18." (2/12/18)

David Talbot, Eight Capital -"M&I tonnage grew 12.5% in the updated resource model for ECS' Idaho." (2/7/18)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"TXR has agreed to buy the Ptarmigan mine." (2/1/18)

David Talbot, Eight Capital -"We have increased our ECS target price to reflect new cobalt pricing." (2/1/18)

Thibaut Lepouttre, Caesars Report -"R restarted the Santa Rosa mill at the beginning of this month." (1/31/18)

Tom Hayes, Edison Investment Research -"ALK had a solid first quarter of production at Tomingley." (1/25/18)

Gary Baschuk, PearTree Securities -"SEA is well-leveraged by its massive resource and expansion potential." (1/22/18)

Tony Lesiak, Canaccord Genuity -"SEA's 2018 winter drill program at Courageous Lake will initially test up to seven targets with sufficient strike and width continuity within 200m of surface; this will be followed by infill drilling to support a resource estimate." (1/8/18)

Thibaut Lepouttre, Caesars Report -"R plans to start the San Ramon mill up again in January." (12/29/17)

Gary Baschuk, PearTree Securities -"In 2017, TXR made new gold and base metal discoveries at Yellowknife." (12/21/17)

David Talbot, Eight Capital -"ECS' second Ram hole averaged 0.46% Co over a 43 ft core thickness." (12/18/17)

Eric Coffin, Hard Rock Analyst -"Adding Navilawa gives LIO many more targets to pursue." (12/18/17)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"TXR is ideally situated to generate news flow in early 2018." (12/15/17)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"The recent, big acquisition gives LIO a ton of exploration blue sky." (12/15/17)

Philip Ker, PI Financial -"BAR's Bug South Lower zone now contains a vertical depth of >400m." (12/8/17)

David Talbot, Eight Capital -"ECS' plan to shift to cobalt concentrate has positive attributes." (12/7/17)

Mike Niehuser, Scarsdale Equities -"We believe LIO's Banana Creek to be an advanced exploration target." (12/1/17)

Tom Hayes, Edison Investment Research -"Q4/17 into Q1/18 should prove pivotal to development of ALK's Dubbo." (11/30/17)

Tom Hayes, Edison Investment Research -"A revised underground mine plan is due by 2017E for ALK's Tomingley." (11/23/17)

Mike Niehuser, Scarsdale Equities -"LIO was awarded the Navilawa special prospecting license." (11/21/17)

Tony Lesiak, Canaccord Genuity -"Drilling at SEA's Quartz Rise showed a gold-bearing system." (11/21/17)

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