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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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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 >
Florian Siegfried: Seeking Less Risky Business in Mining M&A
Source: Brian Sylvester of The Gold Report (11/24/14)
Florian Siegfried, head of precious metals and mining investments with Zurich-based AgaNola, says there are small signs—fewer equities participating in the recent rally, greater spreads in the high-yield market—that the sentiment toward gold is changing. But we will have to wait to see if a trend forms. In the meantime, Siegfried believes all-paper M&A will gain pace, with a focus on companies that are making money at current gold prices while still trading at multiyear lows. In this interview with The Gold Report, Siegfried suggests playing it safe with some small producers and tiny developers. 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 >
Fund Adviser Björn Paffrath's Mantra: In the End, Performance Matters
Source: Brian Sylvester of The Mining Report (8/19/14)
Björn Paffrath, Switzerland-based fund adviser and newsletter writer, says there is certainly an elevated risk of a correction in the broad market but the upside in the mining sector is worth looking at as the market turns. Paffrath expects more M&A activity in the fall and says he's always looking for opportunities that really impact the performance of the funds. In this interview with The Mining Report, Paffrath shares some silver, base metals and tungsten positions. More >
Paul Renken: Bottom-Fishing for the Best Junior Resource Equities
Source: Brian Sylvester of The Gold Report (7/28/14)
It's the lazy days of summer and Paul Renken, senior geologist and analyst with VSA Capital, is bottom-fishing. He sees a lot of value in unloved resource equities and spends much of his time sifting through the lot to find juniors that will get the increasingly sparse financing needed to turn potential into production. Renken offers an abundant catch of equity picks in this interview with The Gold Report. More >
Doug Loud and Jeff Mosseri: Three Reasons Why Gold and Gold Stocks Will Rise
Source: Kevin Michael Grace of The Gold Report (7/23/14)
It's hard to see the present until it's in the past. What does this mean for gold? Money managers Doug Loud and Jeff Mosseri of Greystone Asset Management say that a bull market may have already begun. All the signs are there: rising political tension, a shortage of new supply and a cull of the weakest stocks. In this interview with The Gold Report, Loud and Mosseri list a dozen gold, silver and copper companies that should ride the crest of the wave. More >
Jocelyn August: Upcoming Catalysts for Precious and Base Metals, Uranium and Oil and Gas Plays
Source: Brian Sylvester of The Mining Report (7/22/14)
Timing the market is sometimes more important than finding the right equities. But if you can time the market and find the right equities, that can be the most direct path to success. Jocelyn August, senior analyst and product manager with Sagient Research's CatalystTracker.com, follows catalysts that move resource stocks with regularity, sometimes 10% or more. In this interview with The Mining Report, August discusses some upcoming catalysts in the precious and base metals spaces, and names others in uranium and oil and gas. More >
Tom Hayes' Trio of Rare Earth Project Contenders
Source: Kevin Michael Grace of The Mining Report (7/15/14)
It's not the size of a rare earth elements project resource that determines its success, declares Tom Hayes of Edison Investment Research. In this interview with The Mining Report, he explains that companies will win based on their holdings of heavy and strategic rare earths and their ability to secure funding. With the race on to develop non-Chinese REE sources, he suggests three projects likely to end up on the podium. More >
Thomas Schuster's Five Stocks to Buy and Hold
Source: Kevin Michael Grace of The Gold Report (7/14/14)
Consulting Mining Analyst Thomas Schuster looks at the longer term in mining. He is bullish on gold but cautions that we won't see an end to the bear market in precious metals equities until financing again becomes readily available. In this interview with The Gold Report, the publisher of the "Rocks To Riches" research reports presents five companies in gold, silver and niobium with the management and projects to ride out the storm. More >
Luisa Moreno: Graphite, Lithium and REEs Essential to Hot Technologies
Source: Brian Sylvester of The Mining Report (7/8/14)
Graphite. Lithium. Rare earth elements. What do these metals and minerals have in common? They are playing bigger and more critical roles in widely used big kid toys like smartphones, tablets and electric vehicles. Investors can't stay on top of every hot commodity but Luisa Moreno, mining analyst with Euro Pacific Canada, offers some companies developing graphite, lithium and REE resources for the toys and technology of the future in this interview with The Mining Report. More >
David H. Smith: PGMs Will Lead the Charge of the Bulls
Source: Brian Sylvester of The Gold Report (7/7/14)
Precious metals investors have endured much hardship during the recent bear market but David H. Smith, senior analyst with David Morgan's The Morgan Report, believes that another secular bull market in precious metals is already underway. In this interview with The Gold Report, Smith says that platinum group metals will lead the resurgence and have a favorable long-term risk/reward ratio. He outlines some PGM, gold and silver companies that can grab the bull by its horns. More >
Rick Mills' Econ 101—Rising Demand and Falling Supply Equals Higher Metals Prices
Source: Kevin Michael Grace of The Mining Report (7/1/14)
Juniors can't fund their projects, which means that the majors' reserves will continue to shrink. Rick Mills argues that this process can have but one result: higher metals prices across the board. In this interview with The Mining Report, the owner and host of Ahead of the Herd.com highlights a half-dozen gold, silver, copper and nickel companies that will leverage these high prices, and introduces us to a Canadian company's unique cobalt project in Russia. More >
Brent Cook's Tips for Finding Juniors that Can Survive the Dust Bowl
Source: JT Long of The Mining Report (6/24/14)
As romantic as the idea of the gold explorer who strikes it rich in lightning fashion is, the far more common tale is one of hard work and persistence. For investors, that means doing due diligence to search out the likely success stories. In this interview with The Mining Report, Brent Cook of Exploration Insights shares the telltale signs of success he looks for in the junior gold, phosphate and uranium sectors and discusses the synergies that stand to benefit some recent mergers. More >
It's Not About Discovering a Mine, It's About Discovering a Technology
Source: JT Long of The Mining Report (6/17/14)
Michael and Chris Berry are back for The Mining Report's second annual father-son interview in honor of Father's Day. While they don't agree on everything, they are aligned on the importance of disruptive discoveries to help companies succeed even in a sideways market. Flexibility and selectivity are their long-term strategies in any sector, from precious metals to commodities to rare earths. More >
Less Correlation Among Commodities Demands More Careful Selection: Philip Richards
Source: JT Long of The Gold Report (6/16/14)
Commodities from coal to gold once traded in close correlation, but today the graph looks helter-skelter. This means Philip Richards of RAB Capital has had to think on his feet when choosing names for his company's Special Situations Fund. In this interview with The Gold Report, Richards explains how commodities markets have changed in recent years, and he lists companies of interest in the gold, silver, nickel, vanadium, zinc and oil and gas sectors. More >
Mark Seddon's Catch-22: We Need More Tungsten, But Projects Can't Find Funding
Source: Kevin Michael Grace of The Mining Report (6/10/14)
Even as demand rises steadily, the world's largest non-Chinese tungsten mine will be exhausted by next year. So investors should be lining up to fund new mines, right? Not a bit of it, says analyst Mark Seddon of Tungsten Market Research. In this interview with The Mining Report, Seddon argues that a supply shortage could mean much higher prices, leading to handsome profits for those companies that get to market soonest. More >
Finally, Good News for Mining in Peru: Ricardo Carrión and Alberto Arispe
Source: Peter Byrne of The Mining Report (6/3/14)
Ricardo Carrión and Alberto Arispe of Peru-based Kallpa Securities have a boots-on-the-ground view of the politics, legal battles and investment climate for precious metals mining in the Andes. In this interview with The Mining Report, Arispe and Carrión detail the new, positive developments afoot in this region and explain why investors should get involved now, before the rest of the world catches on.
Ian Parkinson's Copper and Gold Names for a Fresh Round of M&A
Source: Brian Sylvester of The Gold Report (6/2/14)
Growth for the sake of growth is over, but that doesn't mean mergers and acquisitions in the mining space are finished, says Ian Parkinson, director of equity research-mining with GMP Securities L.P. Parkinson expects a fresh round of takeover bids for underperforming single asset producers and developers that could move the needle for state-owned enterprises and multinationals. In this interview with The Gold Report, we picked Parkinson's brain for some likely targets. More >
Jeff Wright: Miners that Create Their Own Momentum
Source: JT Long of The Mining Report (5/23/14)
Jeff Wright of H.C. Wainwright & Co. doesn't anticipate a major shift in the price of gold near-term, so he doesn't expect the gold price to provide momentum for mining company stocks. Instead, he's looking at companies that can provide their own upward movement. Wright, an analyst, finds some promising candidates in some unlikely places, like environmentally friendly California, according to this interview with The Mining Report. More >
What Will Shake Retail Investors Out of Their Shell Shock?
Source: JT Long of The Mining Report (5/13/14)
Mining companies may just have one more year of tough going. Speaking about what he calls "the trough of a turning point," John Kaiser of Kaiser Research Online makes the case for retail investors to look seriously at discovery exploration while waiting for metals prices—gold in particular—to move back into a supercycle. In this interview with The Mining Report, Kaiser shares the names of underpriced gold, silver and zinc juniors with staying power, and explains why scandium is a metal that could save the world. More >
Chris Ecclestone: Right Size, Right Metals Signal Success for REE Projects
Source: Brian Sylvester of The Gold Report (5/5/14)
The rare earth elements sector is smaller than it was a few years ago, and Chris Ecclestone, mining strategist with Hallgarten & Co., thinks it needs to get smaller still. The only way to succeed, he tells The Gold Report, is by finding the right-sized project with the right REEs. He also shares his theories on China's manipulation of REE prices and touts the mineral wealth of Spain and Portugal. More >
Thibaut Lepouttre's Commodity Plays in a Sideways Market
Source: Brian Sylvester of The Gold Report (4/28/14)
Metals prices have been trading sideways for some time. How can you make gains in your portfolio when commodity prices are in a stalemate? In this interview with The Gold Report, Thibaut Lepouttre, editor of Caesars Report, talks about ways to play metals from gold to copper and tungsten in a market with weak price movement, and scans the globe to find 11 potential winners. More >
Night of the Living Dead Miners: Rare Earth 'Zombies' Attack the ASX and TSX
Source: Kevin Michael Grace of The Mining Report (4/22/14)
In 2010, rare earth and specialty metals market froth had speculators throwing money at a sector they didn't understand, and opportunistic resource company managers stepped up to take their money. Two years later, so-called zombies, the walking dead companies, lurk on the TSX and ASX exchanges, all talk and no product. As Richard Karn of Emerging Trends Report explains in his interview with The Mining Report, anemic cash flows will put many of these zombies to rest in the coming year, while the survivors—the companies that can drop a sample on an end-user's desk for evaluation—will finally see the light of day. More >
Willem Middelkoop and Terence van der Hout: Turnaround Stories Revolve Around Proven Management
Source: JT Long of The Gold Report (4/21/14)
Willem Middelkoop and Terence van der Hout of the Netherlands-based Commodity Discovery Fund believe that when the world's reserve currency is reset away from the U.S. dollar in the next decade, gold prices will rise and mining equities will follow. Van der Hout and Middelkoop tell The Gold Report that by focusing on producers, near-producers and turnaround stories, they plan to capitalize on the opportunities in North America, Africa and beyond. More >
Salman Partners' Raymond Goldie: Copper Is Pathological and Suffers from SAD, but It Has Value
Source: JT Long of The Gold Report (4/16/14)
Dr. Copper may be in a supercycle, but there are serious problems. In this interview with The Gold Report, Salman Partners' Vice President of Commodity Economics Raymond Goldie explains why even though the base metal acts pathologically and has a bad case of seasonal affective disorder, these six equities are priced below their intrinsic value. More >
Three Key Metrics to Identify a Superstar Investment
Source: Brian Sylvester of The Mining Report (4/15/14)
Etienne Moshevich, editor of Alphastox.com, looks at three things before he decides to get excited about a company: people, projects and structure. In this interview with The Mining Report, Moshevich explains his ground-up approach to evaluating junior resource companies and names the names that are set to rake in the profits. More >
When the Major Equity Market Bubble Crashes, Michael Berry Will Take Refuge in These Gold Stocks
Source: JT Long of The Gold Report (4/14/14)
An overinflated equities market could be good news for metals and mining stocks. In this interview with The Gold Report, Morning Notes Publisher Michael Berry shares two scenarios that could follow an imminent crash and four gold companies that could be perfectly positioned to take advantage of a reset credit market. More >
Zachary Schumacher's 'State of the Rare Earths' Address
Source: Brian Sylvester of The Mining Report (4/8/14)
As China's rare earth production winds down, other sources worldwide could shape up to reward early investors. But there are different ways to play this (slowly) growing market. Zachary Schumacher, international market analyst with Asian Metals, tells The Mining Report how investors can go medium or long on rare earths, and why joint venture and offtake partnerships are the biggest factors in creating value. More >
Stephan Bogner and the Rise of a Euro-Sino-Russian Superpower
Source: Brian Sylvester of The Mining Report (4/1/14)
Stephan Bogner, mining analyst with Rockstone Research and CEO of Elementum International, views the crisis in Crimea as the beginning of a larger global power shift east of the Atlantic. In this interview with The Mining Report, Bogner details what these shifting power dynamics will mean for the commodities market. And take heed—gold and silver may continue to make gains, but uranium, potash and rare earths are the true wave of the future. More >
Mark Lackey: What Happens to a Mine Deferred?
Source: Brian Sylvester of The Mining Report (3/25/14)
The shuttering of huge copper and iron ore projects gives the Street the blues, but the resulting squeeze in supply can lead to explosive price hikes. Meanwhile, Mark Lackey, executive vice president of CHF Investor Relations, is eyeing infrastructure buildouts in China, Korea, Brazil and India that point to a swelling of demand. In this interview with The Mining Report, find out how Australian partnerships, the deepening of the Panama Canal and the South Korean-Canada trade agreement could result in major returns on investment, and why 2014 looks like a bounce-back year for potash. More >
Jeb Handwerger: China Isn't Slowing Down, It's Buying Up (Resources, that Is)
Source: Tom Armistead of The Energy Report (3/18/14)
Headlines about a Chinese economic slowdown may get good web traffic, but the real story is that China is buying up uranium and other resources around the world, says Gold Stock Trades writer Jeb Handwerger. Meanwhile, tensions in Russia highlight the massive country's resource dominance in natural gas, oil, uranium, platinum group metals, rare earths and nickel. Handwerger tells The Mining Report that North America is already acting to develop resources that can meet both domestic and international demand—and this global geopolitical uncertainty is an investment opportunity. More >
Derek Macpherson: Is It a Love Affair or a Tryst?
Source: Brian Sylvester of The Gold Report (3/12/14)
Investors have again begun flirting with the junior mining sector. Will it lead to a love affair or is it just a tryst? Derek Macpherson, a mining analyst with M Partners, believes it is still too early to be taking on high-risk, high-leverage names. In this interview with The Gold Report, he advises investors to carefully choose low-risk companies, even in this early stage of a rising gold price environment, and names a handful that investors could fall in love with.
Alkane Resources Ltd. (ANLKY:OTCQX; ALK:ASX) 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 ...
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 ...
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 ...
Largo Resources Ltd. (LGO:TSX.V) Largo Resources Ltd. is a growing strategic mineral company with projects in Brazil and Canada. The immediate goal of the company is to to ramp up production at its Vanadio de Maracás Menchen mine. La ...
MAG Silver Corp. (MAG:TSX; MVG:NYSE) MAG Silver Corp. is focused on district-scale projects located within the Mexican Silver Belt. Its mission is to become one of the premier companies in the silver mining industry. MAG is conducting on ...
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; MLLOF:OTCQX; MRD:FSE) 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 ...
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 ...
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; TREVF:OTCQX; TV:BVL) 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 ...
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 >
Understanding High-Grade Lump Graphite Four graphite ore samples are placed on a conference room table. Straight from the earth, which one can be used to write on a piece of paper? Answer: the lump graphite sample. In this interview with The Gold Report, Paul Ogilvie, CEO of the newly formed Saint Jean Carbon, explains the distinctive advantages of lump graphite from a mining and marketing perspective and describes his plan to create a profitable company from an uncommon form of high-grade graphite deposit. Read how the company is educating investors on this highest-grade form of graphite while restarting world-class mines using modern technology and an experienced business team. - J. Alec Gimurtu of The Gold Report (11/18/13) More >
Investing in Platinum: Demand to Hit Record High in 2013 "In its Platinum 2013 Interim Review, Johnson Matthey said the platinum market this year is moving toward a supply and demand deficit of 605,000 ounces—the largest deficit since 1999. That's up from a 340,000-ounce shortfall in 2012." - Tony Daltorio, Money Morning (11/18/13) More >
What Global Copper Reserve Estimates Don't Reveal "World copper reserves are currently placed at around 630 million tons. When considered as just a single consolidated global num¬ber, copper reserves seem large and adequate for several decades of production at 2012 levels. Unfortunately most people do not take into consideration that these reserves are made up of many separate deposits, each of which has to be considered as a standalone and on its own merits." - Richard Mills, Ahead of the Herd (11/11/13) More >
Carbon Is the Problem: Is Graphene the Solution? "The search is on to find a better material than silicon—one that is much more energy-efficient and less likely to produce waste heat." - Christine Hertzog, The Energy Collective (10/31/13) More >
The Other Precious Metal Can Double Your Money Now "Even when the government isn't on the brink of financial suicide, palladium is in heavy—and growing—demand." - Peter Krauth, Money Morning (10/17/13) More >
Diversified Miners Pin Hopes to Iron Ore and China "Record export figures from Western Australia's Port Hedland suggest iron ore miners BHP Billiton, Fortescue Metals and Atlas Iron are set to report strong quarterly earnings in the coming two weeks." - Alex Williams, Mineweb (10/7/13) More >
McKinsey Report: Commodities Supercycle Dead? Hardly. "Over the past 13 years, the average annual volatility of resources prices has been three times what it was in the 1990s, resulting in a new era of resource price supercycles." - Dorothy Kosich, Mineweb (9/30/13) More >
Pro-Or Seizes Market Opportunity with Platinum Recycling Technology The largest end-use application for platinum group metals, automotive catalytic converters, is also North America's largest potential source. Every year, nearly 15 million North American cars expire—and recycling the platinum group metals within them is far cheaper than building a three-mile mine shaft in a faraway country. In this interview with The Metals Report, Sylvain Boulanger, CEO of Pro-Or Inc., describes how his company's technology improves recoveries, simplifies the supply chain and reduces costs. - J. Alec Gimurtu of The Metals Report (9/18/13) More >
The Platinum Series: Part II "The entire world supply of platinum is far less than gold or silver." - Visual Capitalist (9/16/13) More >
Zinc Faces Structural Deficit as Demand Outstrips Supply: Glencore "According to Glencore's presentation, a 5% increase in demand equates to around 600,000 mt of new zinc mine capacity needed every year; by 2016 nearly 2 million mt of new annual production will required." - Andy Blamey, Platts (9/10/13) More >
The Impending Shakeout in the Rare Earth Sector: Who Will Survive? "Though there are exceptions, in general the supply chain doesn't care which REE projects will successfully come to fruition, only that enough come to fruition such that their ability to secure REE metals, oxides and other compounds from sources outside of China, at a reasonable price, is realized." - Gareth Hatch, Technology Metals Research (9/5/13) More >
Peruvian Precious Metals Repeating a Winning Formula The management team that took Prodigy Gold from a $25 million market cap junior to a $340 million buyout in less than three years is back with a new company that it believes is tailor made for applying its formula for success. In this interview with The Gold Report, CEO Brian Maher and VP of Corporate Development Kimberly Ann discuss their latest project, how they are "managing through change" and what differentiates them in an industry of over-promoting and under-delivering juniors. Clear communication is part of the formula, but there is more than talk when it comes to advancing a great project in South America's largest gold producing region. - Alec Gimurtu of The Gold Report (9/4/13) More >
TV Is Well-Positioned for the Impending Zinc Rally Mark Turner, Scotia Capital -"We believe that TV is near or at the top of the list of zinc-focused equities." (11/20/14)
TV Releases Q3/14 Earnings Ben Kramer-Miller, Seeking Alpha -"TV reported a Q3/14 profit of CA$1.6M, its biggest since it began producing." (11/20/14)
MAG's Juanicipio Is One of the World's Best Undeveloped Silver Assets Jeff Wright, H.C. Wainwright & Co. -"We expect MAG to advance the Juanicipio project meaningfully throughout 2015." (11/20/14)
SYR Offers Hugh Potential The Mining Report with Michael Slifirski -"SYR sits on one of the best graphite deposits in the world." (11/18/14)
LLG Reports Mill Placement Study Results Daniel Greenspan, Macquarie Capital Markets -"By trucking Lac Guéret's ore to a mill, LLG could decrease capex and opex by 8% and 20%, respectively." (11/18/14)
Osisko Gold Royalties Buys VGQ Ben Kramer-Miller, Seeking Alpha -"Bigger is better in the royalty space." (11/18/14)
TV: Q3/14 Cash Costs a Beat Derek Macpherson, M Partners -"We believe TV's Santander is approaching steady state." (11/17/14)
TV Continues Exciting Progress Adam Low, Raymond James -"TV offers investors the best equity exposure to zinc." (11/17/14)
TV: Generating Cash Flow Barry Allan, Mackie Research Capital -"TV's Santander mine is operating well and producing positive cash flow." (11/17/14)
TV Reports Solid Quarter Joseph Gallucci, Dundee Capital Markets -"We are reiterating our Top Pick Buy rating for TV." (11/17/14)
RD: Solid Management Team Bob Moriarty, 321 Gold -"The numbers for RD are outstanding and will get better." (11/17/14)
SMT: Quarterly Financials in Line Christos Doulis, PI Financial -"SMT delivered strong Q3/14 operating results." (11/14/14)
VGQ Is Well-Positioned to Profit from a Rebound in Gold Prices J. Taylor, Gold, Energy & Tech Stocks -"VGQ is a well-established royalty and prospect generator with positive cash flow." (11/14/14)
P: Continued Success at San Dimas Brian Szeto, PI Financial -"P's San Dimas is a long-life, high-grade asset that will continue producing well into the future." (11/13/14)
SMT: Q3/14 EPS as Expected Ali Khan, Edgecrest Capital -"SMT ended Q3/14 with $47M in cash, an increase of 12% over Q2/14." (11/13/14)
NTU Deposit Features Xenotime The Gold Report Interview with Jack Lifton -"NTU has a deposit of xenotime, the most desirable HREE." (11/11/14)
NRE Mine is Low Cost The Mining Report Interview with Jack Lifton -"NRE may be the lowest cost mine of all to bring to production." (11/11/14)
ALK Has REE Offtake The Mining Report Interview with Jack Lifton -"ALK has an offtake for its REEs." (11/11/14)
We Anticipate a Strong Finish to 2014 for MND Chris Thompson, Raymond James -"We continue to rate MND a Strong Buy." (11/7/14)
BAR Finds More Nickel at Grasset Thibaut Lepouttre, Caesars Report -"The strike length of BAR's Grasset mineralization could easily be doubled." (11/7/14)
MND Beats EPS Estimates on Lower Operating Costs Andrew Kaip, BMO Capital Markets -"MND's unit costs are trending downward at Cerro Bayo and Costerfield." (11/6/14)
THO's M&I Resource at Escobal Is 434 Moz Ag Michael Gray, Macquarie Equity Research -"THO's Escobal is a best-in-class silver mine managed by a top-notch management team." (11/6/14)
MD Expands Portfolio Brien Lundin, Gold Newsletter (Jefferson Financial) -"The addition of Willbob strengthens MD's presence in the area." (11/6/14)
MIN Is Enticing In the Short- and Long-Term Brien Lundin, Gold Newsletter (Jefferson Financial) -"With a 5 Blb+ copper resource and phased production approach, MIN is very attractive." (11/6/14)
ALK: Tomingley to Fund Dubbo Vincent Pisani, Shaw Stockbroking -"ALK's Tomingley performed well in Q3/14; it is a cash cow." (11/5/14)
SYR's Developing a High Quality Recarburiser Vincent Pisani, Shaw Stockbroking -"SYR is at the forefront of developing new markets for graphitic carbon." (11/5/14)
URZ Is a New Producer The Mining Report Interview with Colin Healey -"URZ is a new producer and it's set to deliver its first financial results since the company registered first sales of uranium in September." (11/4/14)
NTU Adds to Resource The Gold Report Interview with Paul Adams -"NTU should be the world's next major dysprosium producer outside of China." (11/3/14)
MIN's Positive Story Hasn't Changed Eric Coffin, HRA Journal -"MIN is as safe a preproduction copper stock as you can find." (11/2/14)
WCB Drill Results Expected Shortly The Gold Report Interview with Bob Moriarty -"WCB could have big potential." (10/29/14)
VGQ: Defining More Gold Eric Lemieux, PearTree Securities Inc. -"VGQ has strong financial flexibility and a solid work ethic." (10/29/14)
FMS to Consider Tribe's Needs Ben Kramer-Miller, Seeking Alpha -"FMS entered an agreement with a First Nation tribe, a crucial step." (10/29/14)
LODE Continues to Execute in Nevada Teresa Matich, Resource Investing News -"LODE is expanding its mine plans and ramping up production while reducing costs." (10/28/14)
MIN Has Takeover Potential The Gold Report Interview with Oliver Gross -"MIN offers fantastic leverage on the copper price." (10/27/14)
SMT: On Track to Meet Guidance Ali Khan, Edgecrest Capital -"SMT's Q3/14 production increased markedly over Q2/14 for all metals." (10/24/14)
VGX: Poised for Additional Profit Jay Taylor, Gold, Energy & Tech Stocks -"VGX is a well-established, positive cash flow prospect generator." (10/24/14)
MD Options Two Properties Eric Lemieux, PearTree Securities Inc. -"MD remains very active in exploration while conserving its $4M+ cash." (10/23/14)
LLG Working on Graphene Challenge The Gold Report Interview with Ron Struthers -"LLG is the leader as far as graphite grade is concerned." (10/22/14)
Grafoid Opens Technical Plant The Gold Report Interview with Ron Struthers -"Grafoid just opened a technical plant in Kingston, Ontario." (10/22/14)
FMS Only North American Company with Graphite Offtake Agreement The Gold Report Interview with Ron Struthers -"FMS successfully tested upgrading the Lac Knife graphite to battery grade." (10/22/14)
PLG: Colombaz Highlights TV Tower Potential Dan Rollins, RBC Capital Markets -"PLG's Colombaz delivers another hit at TV Tower." (10/22/14)
PLG Discovers New Gold-Rich Porphyry Target Shane Nagle, National Bank Financial -"PLG has discovered a new gold-rich porphyry at its TV Tower project in Turkey." (10/22/14)
PLG's Exploration Success in Turkey Continues Jeff Killeen, CIBC World Markets -"PLG's Columbaz target at TV Tower has potential for significant volume." (10/22/14)
CCE's Ashram's a REE Space Game Changer Stephan Bogner, Rockstone Research Ltd. -"CCE's Ashram is a great project in the hands of great management; it's my top pick." (10/22/14)
TV Leader of Zinc Pack The Mining Report Interview with Stefan Ioannou -"TV is poised to become the marquee name in the zinc space." (10/21/14)
NAN Features Nickel Sulfide The Mining Report Interview with Stefan Ioannou -"NAN's Maniitsoq project in Greenland has a type of geology similar to Voisey's Bay." (10/21/14)
BAR Discovery Garners Attention The Mining Report Interview with Stefan Ioannou -"BAR has made a high-grade nickel sulfide discovery at its Grasset project." (10/21/14)
AMM Spins Out Non-Core Assets Ben Kramer-Miller, Seeking Alpha -"AMM's share split is a compelling development with the potential to draw in investors." (10/21/14)
LGO Continues Ramp-up Luisa Moreno, Euro Pacific Canada -"The TSX.V approved consolidation of LGO's shares on a 1:10 basis." (10/17/14)
CEE Closes Private Placement Arie Papernick, Secutor Capital Management -"CCE is cashed up and ready to advance Ashram." (10/17/14)
"PVG's Brucejack deposit in British Columbia is phenomenal—one of the highest grades in the world in a politically safe jurisdiction." (11/17/14) Pretium Resources Inc. - The Gold Report Interview with Chen Lin More >