"NRE has the highest basket price for contained minerals, within a well-defined resource with excellent expansion opportunity." (12/4/13) Namibia Rare Earths Inc. - The Gold Report Interview with Mike Niehuser More >
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Richard Karn: Three Australian Miners Positioned for Success
Source: Special to The Energy Report (11/19/13)
Sometimes the worst of times brings out the best in people. Such is the case in Australia's mining sector, according to Richard Karn, managing editor of The Emerging Trends Report. While some companies are floundering or failing altogether, Karn has noticed a few shining exceptions. These are companies with innovative management teams that have approached project funding in this challenging environment as though it were a high-stakes chess game—and their maneuvers are astonishing. In this interview with The Mining Report, Karn takes a look at three mining companies that are defying the odds and may emerge victorious. More >
Eric Muschinski: Investor Psychology Can Trump Market Fundamentals
Source: Special to The Gold Report (11/13/13)
With gold and silver equities markets as volatile as ever and assets of many miners valued at pennies on the dollar, Eric Muschinski, editor of the Gold Investment Letter, believes it is critical to be on the right side of the emotional curve when investing. He pays as much attention to investor psychology as he does to market fundamentals. In this interview with The Gold Report, Muschinski explains how investors can use knowledge of market cycles to their advantage and profiles undervalued companies flying under the radar. More >
Steve Palmer: Change Up Your Portfolio's Sector Weightings to Capture Profits
Source: Peter Byrne of The Mining Report (11/12/13)
Steve Palmer's AlphaNorth Partners Fund didn't make a 130% return by adhering to a strict natural resource weighting. In this interview with The Mining Report, Steve Palmer describes how his fund uses "bottom-up analysis" to find profit opportunities in metals, energy, life sciences and tech stocks. Small-cap equities may not be leading the pack now, but they are still the best-performing asset class in the long term, says Palmer, and he names some companies that are already outperforming. More >
Play the Market Bottom and Focus on Energy Commodities: Chris Berry
Source: J. Alec Gimurtu of The Mining Report (11/5/13)
Commodities are and always will be a cyclical market, asserts Chris Berry of House Mountain Partners. That's why he's not sweating disappointing stock performance and flat pricing environments. But the self-described long-term bull on energy materials has big plans on how to play growth in the developing world, and he insists that now is the time for investors to position themselves ahead of an upswing. Find out about companies that have the cash, the assets and the strategy to create long-term shareholder value in this interview with The Mining Report. More >
10 Strategies for Success in a Flat Commodity Price Market: John Kaiser
Source: JT Long of The Mining Report (10/22/13)
It could be 2017 before the commodity supercycle is evident again, but stormy weather in the mining space has a silver lining: It is encouraging miners to develop new, innovative approaches to their business. In this interview for the first edition of The Mining Report, John Kaiser of Kaiser Research Online outlines 10 strategies that are setting certain companies apart. Discover the companies that are redefining their business, as well as miners with the goods in the ground to continue come rain or shine. More >
Maximizing Returns in an Uncertain Mining Market: Tom Szabo
Source: Brian Sylvester of The Metals Report (10/15/13)
Tom Szabo, an investment strategist and principal of MetalAugmentor.com, invests in miners with base metal, specialty metal and rare earth element projects because the market isn't quick to notice them—meaning it's easy to get in early on a great project. His Peerless system helps to identify opportunities based on unique attributes. So, which metals and rare earth companies are set to strike in this volatile market? Szabo doles out tips in this Metals Report interview and explains why he likes companies that have yet to achieve market favor. More >
Busting the Myths That Could Wipe Out Your Investments: Louis James, Marin Katusa and Rick Rule
Source: JT Long of The Gold Report (10/11/13)
The Gold Report sat down with three of the mythbusters-in-chief at the recent Casey Research 2013 Summit. Louis James, Marin Katusa and Rick Rule debunk myths that range from quantitative easing to crowdfunding, and touch on an array of resource sectors, including gold, platinum, palladium and oil. Get insights about the work investors need to do to succeed and learn why age matters. More >
Wave of the Future Investment from the Ground Up: Byron King
Source: JT Long of The Metals Report (10/8/13)
An increasingly high-tech world is on the horizon, but technological revolution can't take place without the right materials, especially graphite and platinum group metals. This is where mining, one of the oldest industries in human history, comes in. In this interview with The Metals Report, Byron King, editor of the Energy & Scarcity Investor and Outstanding Investments newsletters, profiles companies poised to deliver graphite and platinum group metals to tech companies working to change the way we communicate, travel and harness energy. More >
Rick Mills: Greenland Is the Final Frontier for Lower-Cost Mining
Source: Kevin Michael Grace of The Metals Report (10/1/13)
Industrial minerals like copper and nickel are essential to global economic expansion. But everywhere you look, grades are getting lower, and costs are getting much, much higher. Is there a way out? Rick Mills says mining companies need to look to Greenland. In this interview with The Metals Report, the owner and host of Ahead of the Herd.com lauds the world's largest island for its vast resources, its one-stop regulatory system and its year-round access to ocean transportation. More >
An Investing Opportunity of a Lifetime: Lessons from the Sprott Precious Metals Roundtable
Source: Moderated by John Budden of Sprott Resources (9/25/13)
What happens when you bring together four of the top minds in the precious metals investing space to share insights from the front lines of gold, silver platinum and palladium investing? These excerpts from a Sprott Resources Roundtable featuring Gloom, Boom and Doom Report Publisher Marc Faber, Sprott Asset Management Chief Investment Strategist John Embry, Sprott Global Resource Investments Founder Rick Rule and Sprott Asset Management Founder Eric Sprott prove that great minds think big.
Look Beyond Gold for Compelling Risk/Reward Ratios: Michael Curran
Source: Kevin Michael Grace of The Metals Report (9/24/13)
Diversify, diversify, diversify—that's Michael Curran's advice for metals investors. So if you've been obsessively eyeing gold and silver prices, you might want to focus your attention elsewhere in the mining sector, says the Beacon Securities mining research analyst. Nothing wows the market like discoveries, and exploration success in the copper, zinc and uranium spaces are making some shareholders very happy indeed. In this interview with The Metals Report, Curran shares his top speculative picks for a diversified mining portfolio. More >
Paul Renken: It's Time for Retail Investors to Capture Metals Upside
Source: Brian Sylvester of The Metals Report (9/17/13)
When gold and silver took a plunge, institutional investors went bargain shopping right away, says Paul Renken, mining analyst with VSA Capital. Now it's time for retail investors to ride upside momentum in copper, zinc, tungsten and phosphate. In this interview with The Metals Report, Renken shares his outlook for base and minor metals, as well as the companies that could outperform on the back of climbing commodity prices. (Hint: It's not usually the majors.) More >
Is the Peruvian Government Becoming More Mining Friendly?
Source: Brian Sylvester of The Gold Report (9/16/13)
With a credit rating higher than Mexico and Brazil, Peru should be high on the list of mining investors, but confidence has been shaken over the last few years when the government revoked some high-profile mining licenses. According to Lima-based Kallpa Securities Managing Director Ricardo Carrión and President Alberto Arispe, recent government actions might signal a reset, with the government even acting as a mediator between mining companies and the local communities. In this interview with The Gold Report, Carrión and Arispe detail the state of mining exploration in Peru and discuss companies actively exploring, including one that just received its long-awaited environmental approval.
David Franklin: Is Platinum the New Gold?
Source: Peter Byrne of The Metals Report (9/10/13)
The Goldrums of June are giving way to a new dawn for platinum group metals, says David Franklin, a market strategist at Sprott Asset Management. While white metal miners face a variety of challenges, there is an increasing demand for platinum and palladium from vehicle manufacturers in the U.S. and China. And supplies of the hard-to-find metal are vanishing day by day. Now is the time to buy into existing stockpiles of the precious metal, Franklin tells The Metals Report. More >
Dave Forest: How to Play the Looming Platinum Supply Crisis
Source: Kevin Michael Grace of The Metals Report (9/3/13)
South Africa, platinum mining giant, is about to fall off the investment map, says Dave Forest of Pierce Points. Until the country sorts out its labor politics, there is a real need to establish alternative sources of platinum group metals, vanadium and manganese. In other words, while it's a bad time to be a miner in South Africa, it's a good time to hold in-ground reserves. In this interview with The Metals Report, Forest names deposits in the Americas and elsewhere in Africa with the potential to meet global platinum needs. But he's choosing carefully, because even in times of scarcity, Forest argues, it just won't do to develop anything other than the best, most economic mining projects. More >
Anthony Mariano: Calling Next-Generation REE Investors
Source: Brian Sylvester of The Metals Report (8/27/13)
If you thought you had rare earth element mining all figured out, think again. Dr. Anthony Mariano and his son, Anthony Jr., work as geological consultants to many rare earth companies, and say even they have more to learn. But if you're looking for a sector that will nurture your inner nerd, rare earth elements may be the play for you. In this interview with The Metals Report, geek out with the Marianos as they talk rare earths and igneous, metamorphic and sedimentary rocks. More >
Mark Seddon: Why You Should Look Twice at an Ugly Duckling Metal
Source: Alec Gimurtu of The Metals Report (8/20/13)
Tungsten just doesn't have the sex appeal that made investors fall for the rare earth story. But maybe that's its trump card, considering the boom/bust cycle that swept rare earths didn't touch tungsten's slow, steady price increases. Analyst Mark Seddon of Tungsten Market Research has long been watching the often ignored metal, and asserts that tungsten is a harder sell, but a better buy for investors. In this The Metals Report interview, Seddon outlines tungsten's finer points and suggests miners are poised to reap rewards. More >
Electric Transportation Could Jump-Start Rare Earth Markets: Patrick Wong
Source: JT Long of The Metals Report (8/13/13)
Remember when CD players cost hundreds of dollars? The same volume-based price slide is starting to take place with electric vehicles, according to Patrick Wong, CEO and director of Innovation Metals Corp. Wong believes that hybrid and electrical cars are on the cusp of overtaking standard automobiles as the vehicles of choice. And when they do, the rare earth markets that supply the materials needed in every electric car battery and drive motor will take off. In this interview with The Metals Report, Wong encourages investors to get into the market before they get left behind. More >
Dan Hrushewsky: Low-Cost, High-Margin Mining in West Africa
Source: Brian Sylvester of The Gold Report (8/7/13)
There are two things investors pay too much attention to, according to Jennings Capital Analyst Dan Hrushewsky: metals prices and grade. Why? Extremes of low and high prices never last, and high grades don't always make for economic deposits. In this interview with The Gold Report, Hrushewsky explains the metrics behind his all-in cash cost estimates and profiles West African projects that are connecting the dots. More >
Eight Catalysts That Can Move Your Mining Stocks: Jocelyn August
Source: Brian Sylvester of The Metals Report (8/6/13)
Catalysts can move mining equities substantially up or down, so being aware of upcoming news and events is key to portfolio management. Sagient Research's Jocelyn August advises investors to look for miners with good management teams that are transparent in their announcements and consistently meet their deadlines. In this interview with The Metals Report, August outlines the eight biggest catalysts in the mining space and discusses companies with anticipated near-term catalysts. More >
Chris Berry: Rare Earth Stocks Show Signs of Life, but Will the Uptrend Stick?
Source: Alec Gimurtu of The Metals Report (7/30/13)
Prices for rare earths and some rare earth mining stocks are showing positive price action following China's crackdown on illegal mines. But is this the beginning of a sustained recovery, or just a temporary blip on the screen? House Mountain Partners founder Chris Berry explores these questions in this interview with The Metals Report and shares his macroeconomic outlook. As Berry reminds us, V-shaped recoveries are preferred, but rare. That means investors must cultivate patience and courage. More >
Could Small Modular Reactors Goose Uranium Prices?
Source: Tom Armistead of The Energy Report (7/23/13)
Nuclear power is the best option for clean base-load power generation, according to Gold Stock Trades Editor Jeb Handwerger. As proof, he points to signs that even environmentalists are beginning to favor it. Meanwhile, uranium stocks are rising and large nuclear construction programs overseas should keep upward pressure on them. But as Handwerger explains in this interview with The Energy Report, the future of nuclear power generation may lie with small modular reactors, and the U.S. is leading their development. More >
Ron Struthers: Have Flake Graphite Prices Bottomed?
Source: Brian Sylvester of The Metals Report (7/23/13)
After a spike in flake graphite in 2011, have prices finally reached bottom? Ron Struthers, the publisher and editor of Struthers' Resource Stock Report, believes so. In this interview with The Metals Report, Struthers talks about how market psychology and fundamentals may play out in the graphite and rare earths spaces as new mines inch toward production. More >
The Results Are (Almost) In for Rare Earth Competitors: Alex Knox
Source: Brian Sylvester of The Metals Report (7/16/13)
Western rare earth companies are in a conditioning period, optimizing on every front to get the leanest capital costs possible. In the next six months, Geologist Alex Knox expects a big shakeout across the rare earth space as companies release amended PEAs and feasibility studies. "That," says Knox in this interview with The Metals Report, "is when smart investors will be able to look at the numbers and pick out the winners." Knox helps us jump the gun by identifying companies with lean, mean stats. More >
Why Stephan Bogner Believes You Should Be 100% Invested in Precious Metals
Source: Brian Sylvester of The Gold Report (7/15/13)
Now is the time to be brave, to buy when everyone else is selling, advises Stephan Bogner, analyst with Rockstone Research and CEO of bullion dealer Elementum International. Content to go against the grain, Bogner believes investors should be 100% invested in precious metals, both in physical metals and equities. He is interested not only in companies that are profitable now but also in ones that will someday be in the black again. In this interview with The Gold Report, he describes his ideal portfolio, which includes companies operating in far-flung places. More >
A Radical Solution for the Rare Earth Supply Crunch: Jack Lifton
Source: Alec Gimurtu of The Metals Report (7/9/13)
Iron miners don't make cars, so why should rare earth miners make magnets? According to longtime rare earth expert/consultant Jack Lifton, "mine to magnet" vertical integration strategies are little more than pie in the sky schemes. But Lifton just might have the perfect solution for the world's rare earth element supply problems. In this interview with The Metals Report, Lifton tells us how a non-Chinese international rare earth toll refinery would get separated rare earths downstream more efficiently, while simplifying miners' business plans. Find out which companies could be part of the solution. More >
John Kaiser's Strategies for Success in a Bloody Market
Source: JT Long of The Gold Report (7/8/13)
With so many junior mining companies going into hibernation, John Kaiser of Kaiser Research Online fears that the entire mining sector could fall dormant. In this interview with The Gold Report, he outlines approaches to discovery and development that smart, nimble companies are deploying to stay alive. Whether precious, base or critical metals, or in jurisdictions as exotic as Morocco and as familiar as Nevada, these are the basics required for survival in today's brutal market.
Chris Ecclestone: What M&A Deals Reveal About Management—and if They're Worth Your Investment Dollars
Source: Alec Gimurtu of The Metals Report (7/2/13)
"Obvious" or "huh/what?"—these are the two types of merger and acquisition deals, according to Hallgarten & Co. Principal Analyst Chris Ecclestone. In this wide-ranging interview with The Metals Report, Ecclestone discusses the anatomy of a mining deal, a few strategic metals stories flying under the radar and Soros Fund's latest maneuver in the metals market. Along the way, he skewers management teams that cut costs everywhere except the corner office while spending billions on mega-mines with no future. More >
China, Base Metal Tiger, Sets the Trend for Metals: Stefan Ioannou
Source: Brian Sylvester of The Gold Report (7/1/13)
Industrial metal prices have struggled to find firm footing. Stefan Ioannou of Haywood Securities tees up near-, medium- and long-term scenarios for three industrial metals—copper, zinc and nickel—and explains why he is most enthusiastic about zinc. In this interview with The Gold Report, Ioannou discusses companies that stand to benefit from the coming supply squeezes and China's role as both supplier and consumer of all three metals. More >
After Labor Strikes, What's Next for Platinum?
Source: Brian Sylvester of The Metals Report (6/25/13)
Violent South African mining labor strikes shocked the globe in 2012, but the resulting negotiations underway could create more stable supply flows in the long term—that's how CPM Commodity Analyst Erica Rannestad sees it. In this interview with The Metals Report, Rannestad discusses the key developments that could signal a price rise and which producers could clean up big on high-priced PGMs. More >
Five Miners Chen Lin Expects to Buck the Trend
Source: Zig Lambo of The Gold Report (6/21/13)
For most investors, the market for gold and silver stocks resembles a battlefield littered with the dead and dying, especially after the last day or two. The key for investors is picking those stocks that have the best chance for survival, and sticking with them until they are able to recover. In this interview with The Gold Report, Chen Lin tells us what he looks for to make that critical decision and why he believes that platinum and palladium should do well regardless of what is happening with gold and silver. More >
Seven Australian Companies to Survive a Metals Market Correction
Source: Kevin Michael Grace of The Metals Report (6/18/13)
Australian mining companies have been hard hit by falling commodities prices and rising costs. But Petra Capital Analyst Andrew Richards believes his country's resource sector has turned a corner. In this interview with The Metals Report, Richards says that costs are falling and China's need for Australian metals will continue to grow. He also names companies that are well positioned to flourish in the near future. More >
Some Like It Hot: Lisa Morrison on the Outlook for Industrial Metals
Source: Brian Sylvester of The Metals Report (6/11/13)
Commodities may have broken out of a commodity supercycle and could be hitting a cyclical trough. Lisa Morrison, the principal consultant of CRU Group in Philadelphia, analyzes the price outlook for 26 commodities over the next four years and gives them a temperature rating from hot to freezing. In this interview with The Metals Report, Morrison, using this rating methodology, details which commodities she expects to offer the best upside for investors and which to avoid. More >
The Three Ways Frank Holmes and Brian Hicks Play the Junior Resource Space
Source: JT Long of The Gold Report (6/7/13)
The recent volatility in the gold market has investors taking a second look at their strategies. In this interview with The Gold Report, Frank Holmes and Brian Hicks of U.S. Global Investors discuss their criteria for investment decisions, the factors they think will affect the gold sector and how ETFs are distorting the gold equities market. More >
The Conflict over Conflict Metals: Lisa Reisman
Source: Brian Sylvester of The Metals Report (6/4/13)
Much has been said of the massive scope of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and Lisa Reisman, managing editor of MetalMiner.com, sees opportunity in the controversial provisions governing conflict minerals. In this interview with The Metals Report, Reisman discusses how companies are dealing with the new requirements and names companies closest to production in the crucial tantalum, tungsten and tin space. More >
Flake Graphite Prices Have Bottomed: Simon Moores
Source: Brian Sylvester of The Metals Report (5/28/13)
Growth potential among end-users and underinvestment on the supply side makes graphite an obvious go-long play, according to Simon Moores, manager of Industrial Minerals Data. China's consolidation of graphite production plays a role in that scenario. Now is the time to look for responsible junior graphite miners that base their economics on current (lower) prices, says Moores in this interview with The Metals Report. More >
How George Topping Is Profiting from Copper Price Volatility
Source: Brian Sylvester of The Metals Report (5/21/13)
Everything you thought you knew about copper is wrong. Is it an economic barometer? Nope. Do copper warehouses decrease volatility? Hardly. Can investors play small-cap base metals producers for profit? You bet. These are the conclusions Analyst George Topping shared with us in his interview with The Metals Report. Find out why Doctor Copper just might be stripped of its credentials and whether you should trade in your gold for platinum group metals. More >
Brent Cook's Primer on Reading Drill Result Press Releases
Source: JT Long of The Gold Report (5/20/13)
"Half science, half art, half luck," is how Brent Cook describes a geologist's work in distinguishing an anomaly from a deposit. But in his interview with The Gold Report,
the publisher of Exploration Insights suggests investors will have an easier time distinguishing good drill results from bad if they know how to dissect a company's press releases. And despite the current preference for cost cutting over discovery, Cook discusses several miners whose futures are bright.
Caesars Report's Second Most Important Factor in Picking a Winning Mining Investment: Jurisdiction
Source: Brian Sylvester of The Gold Report (5/17/13)
Jurisdiction risk continues to grow as a result of countries attempting to capitalize on higher commodity prices. In this interview for The Gold Report,Thibaut Lepouttre, editor of Caesars Report, a newsletter and mining portal in Belgium, discusses which jurisdictions offer better value to investors and which countries to avoid. He also offers suggestions on where to look outside of North America for compelling values in junior mining. More >
Tips for Diversifying Beyond Gold from Brent Cook
Source: JT Long of The Metals Report (5/14/13)
Last month's landslide at Utah's Bingham Canyon, one of the world's largest copper mines, triggered significant discussion on possible copper shortages. Brent Cook, veteran geologist and publisher of Exploration Insights, puts the landslide into perspective in this interview with The Metals Report. And for investors who want to dig out profit potential beyond the yellow metal, Cook gives us a byproduct primer and suggests base metals are a great way to diversify. More >
The Real Reason Gold Fell—and Why It Has Already Stabilized: Lawrence Roulston
Source: Brian Sylvester of The Gold Report (5/8/13)
Things are upside down in the gold market. Valuations are irrationally low, while global consumerism fuels demand and supply comes up short. Lawrence Roulston, editor and publisher of Resource Opportunities, advises people to trust their guts as well as the numbers when weeding through prospective investments. In this interview with The Gold Report,
he skirts around conspiracy theories regarding the recent gold sell-off and keeps his advice simple: lower expectations, get rid of poorly performing investments and load up on the companies going cheap. If you push against the trend, you might come out with your feet on the ground.
Richard Karn: New Mining Technology Could Increase Profits
Source: JT Long of The Metals Report (5/7/13)
The need for low-cost production may prove to be the mother of invention, argues Emerging Trends Report Editor Richard Karn. Although miners are far more technologically conservative than oil producers, today's tough financing environment may prompt technological advancements in a sector that has historically approached processing "with brute force rather than finesse," says Karn. In this interview with The Metals Report, Karn explores the possibilities for technological advancement in the mining space and tells us how we could (theoretically) reach a state of "resource equilibrium." More >
Special Report from the SME Conference: How to Find Money in Any Market
Source: JT Long of The Gold Report (5/6/13)
Money: Mining companies need it and investors want to know that companies will use that money to make them money. An innovative conference sponsored by the Society for Mining, Metallurgy and Exploration (SME), called "Current Trends in Mining Finance—An Executive's Guide: What Are Lenders, Investors Looking For?", brought together about 145 experts who were actively funding and running companies—and looking for answers. In this interview with The Gold Report,
SME Executive Director David Kanagy and Conference Co-Chair Tim Alch share some insights about alternative funding that could help more companies survive the year.
Luisa Moreno: Brace Yourself for Three More Years of Heavy Rare Earth Shortages
Source: Brian Sylvester of The Metals Report (4/30/13)
Rare earth elements are a crucial component of our everyday lives, but many of the companies unearthing them are still learning to navigate the supply chain. Those that can master the dance of metallurgy and end-user relationships will find success, says Luisa Moreno, a senior research analyst with Euro Pacific in Toronto. In this interview with The Metals Report, Moreno updates us on which miners are making the most progress. More >
Bob Moriarty: US Energy Self-Sufficiency Nothing But 'Feel-Good BS'
Source: JT Long of The Energy Report (4/30/13)
What the "tree huggers" don't realize, says 321energy.com founder Bob Moriarty, is that "the BMWs they drive to anti-Keystone protests need fuel." But the pipeline supporters who expect that fuel to come from American sources are just as delusional, Moriarty asserts in his scathing interview with The Energy Report. That's why he's looking beyond North America for lucrative oil plays. Find out which international producers may be ideally positioned to supply an energy-hungry U.S., and why Moriarty believes oil should be taxed "to the limit." More >
Anorthosite: What It Is and Why You Should Care
Source: Sally Lowder of The Metals Report (4/23/13)
Copper and nickel are two metals modern society cannot get enough of, but there is not enough to go around, says Rick Mills, publisher of Ahead of the Herd. Add in mounting production costs and you have a supply-and-demand disaster in the making. But when it comes to making fiberglass and aluminum, Mills says in this interview with The Metals Report that he sees a revolution in the making, and its name is anorthosite. More >
Can Equities Cushion the Blow of Falling Gold Prices?: Peter Rose
Source: Brian Sylvester of The Gold Report (4/19/13)
The recent fall in precious metals prices has investors on edge. Many precious metals equities were hurting even before the latest precious metals drop. In this interview with The Gold Report, Peter Rose, head of mining research with Fox-Davies Capital Ltd. in London, provides a European perspective on mining and advises looking at under-appreciated jurisdictions (think Europe) and neglected metals like tin, lead and zinc.
These Three Triggers Will Produce a Resurgence in Natural Resources Prices: Greg Dorsey
Source: Brian Sylvester of The Gold Report (4/17/13)
Three trends will light a fire under natural resource prices and equities in the coming years, according Greg Dorsey, editor of Leeb's Real World Investing. Buying small- to mid-cap equities now and holding them as a long-term option against the metal price is a winning strategy, whether you are talking about gold, silver, copper, platinum or palladium. In this interview with The Gold Report, Dorsey shares the names of favorite companies that could profit from the expected surge. More >
Tungsten Enters the Limelight with Bullish Fundamentals: Ken Chernin
Source: Brian Sylvester of The Metals Report (4/16/13)
Location, processing and capital can make the tungsten market a tough place to be, but dwindling supply and insubstantial production indicate a coming price swing. In this interview with The Metals Report, Ken Chernin, equity research analyst with Jennings Capital, talks about why investors have ignored tungsten in the past and which companies could be a "tungsten global force." More >
Arie Papernick: A New Mining Investment Landscape Explained
Source: Brian Sylvester of The Metals Report (4/9/13)
Life is difficult for junior resource companies. Not only are stocks and commodity prices moving sideways, but tax changes in Canada may signal less friendly treatment for exploration investment. But not all is grim, according to Arie Papernick, the head of equity capital markets at Secutor Capital Management Corp. in Toronto. In this interview with The Metals Report, Papernick says investors can still make money if they focus on companies that are producing or near production with an attractive capital structure and strong balance sheets. Royalty plays are another favorite. He reveals that the next big opportunity may be coming in the energy metals space. More >
Alkane Resources Ltd. (ANLKY:OTCQX; ALK:ASX) Alkane Resources Ltd. is a multi-commodity mining and exploration company with a focus on gold, zirconium, niobium and rare earths. Its projects are located in the central west of New South Wales, Aus ...
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 ...
Atico Mining Corp. (ATY:TSX.V; ATCMF:OTCBB) Atico Mining Corp. is a Canadian company focused on the exploration and development of copper and gold opportunities in Latin America. Its corporate objective is to build a leading producer concentrat ...
Colossus Minerals Inc. (CSI:TSX; COLUF:OTCQX) Colossus Minerals Inc. is a mineral explorer and developer focused on Brazilian gold. Led by skilled management and a world-class board, it's developed a robust business model to create shareholder va ...
Commerce Resources Corp. (CCE:TSX.V; D7H:FSE; CMRZF:OTCQX) Commerce Resources Corp. is an exploration and development company with a particular focus on deposits of rare metals and rare earth elements. The company is focused on developing its Blue River tanta ...
DNI Metals Inc. (DNI:TSX.V; DG7:FSE) "DNI Metals Inc. holds six contiguous mineral properties in northeast Alberta, comprising a 2,720 sq-km land position over black shales locally enriched in base metals, uranium, lithium, specialty met ...
Energizer Resources Inc. (EGZ:TSX.V; ENZR:OTCQX) Energizer Resources Inc. is a mineral exploration and development company based in Toronto, Canada, that is developing its Green Giant graphite project in Madagascar. The company is currently developi ...
Energy Fuels Inc. (EFR:TSX; EFRFF:OTCQX; UUUU:NYSE.MKT) Energy Fuels Inc. is the largest conventional producer of uranium in the United States. The company owns the only conventional uranium mill in the U.S., the White Mesa mill in Utah. Energy Fuels als ...
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 ...
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 ...
Global Cobalt Corp (PVS:TSX.V) Puget Ventures Inc. is a Canada-based mineral resource exploration company focused on acquiring, exploring and developing strategic base metals properties, with a focus on cobalt. Its property package ...
Great Quest Metals Ltd. (GQ:TSX.V) Great Quest Metals Ltd. is a Canadian mineral exploration company focused on advancing the Tilemsi phosphate project in Mali, West Africa. Encompassing 1,206 sq km, this deposit boasts a large tonnage ...
Griffin Mining Ltd. (GFM:LSE) ...
Horizonte Minerals Plc (HZM:LSE; HZM:TSX) ...
Hot Chili Ltd. (HCH:ASX) Hot Chili Ltd. is an Australian company that acquires and develops multi-commodity projects within Chile. The company has major interests in four large, multi-commodity copper projects that target iro ...
Lara Exploration Ltd. (LRA:TSX.V) ...
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 ...
Mandalay Resources Corp. (MND:TSX) Mandalay Resources 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 strate ...
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 ...
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 ...
Northern Graphite Corporation (NGC:TSX.V; NGPHF:OTCQX) Northern Graphite Corp. is a graphite company that holds a 100% interest in the Bissett Creek graphite project, located close to infrastructure in Ontario, Canada. Bissett Creek is a unique large-flak ...
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 ...
Prima Fluorspar Corp. (PF:TSX.V) Prima Fluorspar Corp. is exploring and developing a historic fluorspar project in the Liard region of northern British Columbia. The project is located along the Alaska highway and consists of 22,000 ...
Pro-Or Inc. (POI:TSX.V) Pro-Or Inc. is a clean technology company that uses a new, patented chlorination process to recover precious metals from recycled automobile catalytic converters. The company operates an industrial pr ...
Prophecy Platinum Corp. (NKL:TSX.V; PNIKF:OTCPK; P94P:FSE) Prophecy Platinum Corp. is a growth-focused platinum group metals (PGM) exploration company with projects in the Yukon territory, Ontario and Manitoba, Canada. The company's 100% owned Wellgreen PGM-C ...
Royal Nickel Corp. (RNX:TSX) Royal Nickel Corp. is focused on creating value by advancing development of the Dumont nickel project, one of the world's largest undeveloped nickel sulphide projects. Dumont contains the world's thir ...
Saint Jean Carbon Inc. (SJL:TSX.V) Saint Jean Carbon Inc. (formerly Torch River Resources Ltd.) is an exploration company focused on the discovery, production and marketing of lump graphite . The company has acquired strategic properti ...
Southern Arc Minerals Inc. (SA:TSX.V; SOACF:OTCQX) Southern Arc Minerals Inc. is a Canadian mineral exploration company focused on gold and copper-gold exploration. The company's key exploration property is its West Lombok project, with several gold-r ...
Strategic Energy Resources Ltd. (SER:ASX) Based in Melbourne, Australia, Strategic Energy Resources is a versatile explorer working on a diversified portfolio of assets, including the world-class Uley graphite project. Uley was formerly in pr ...
Sunward Resources Ltd. (SWD:TSX.V) Sunward Resources Ltd. is focused on the exploration of large porphyry gold-copper projects in Colombia. The company's core asset, the Titiribi project, hosts an NI-43-101-compliant Indicated mineral ...
Syrah Resources Ltd. (ASX: SYR) ...
Talga Resources Ltd. (ASX: “TLG”) ...
Tasman Metals Ltd. (TSM:TSX.V; TAS:NYSE.MKT; TASXF:OTCPK; T61:FSE) Tasman Metals Ltd. is a Canadian mineral exploration and development company focused on rare earth elements (REE) in Europe. Tasman's flagship project is Norra Karr, located in infrastructure-rich, mi ...
Tinka Resources Ltd. (TK:TSX.V; TLD:FSE; TKRFF:OTCPK) Tinka Resources Ltd. is a junior exploration company based in Vancouver, Canada, that is developing its 100%-owned Colquipucro and Ayawilca projects. The projects are located 40km northwest of Cerro d ...
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 ...
Valence Industries Ltd. (VXL:ASX) ...
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 ...
Wealth Minerals Ltd. (WML:TSX.V; WMLLF:OTCQX) Wealth Minerals Ltd. is a junior exploration and development company focused on its 100%-controlling interest in the Rodeo de Los Molles Rare Earth Deposit. With a non-NI-43-101-compliant resource of ...
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 >
Standard Bank: Platinum Unlikely to Sustain Rallies Above $1,500 Despite continued labor tensions within the South African platinum sector, platinum is unlikely to rally significantly above $1,500 per ounce for any sustained length of time, says Standard Bank. - Geoff Candy, Mineweb (8/26/13) More >
Will Copper Prices Drop Further? Just Look at Oil Investments "While the media reports copper's price falls as a loss of faith by investors, the reality is they are being influenced by the same supply and demand judgments used by buyers." - Stuart Burns, Resource Investor (8/15/13) More >
China to Begin Trial Run of Rare Earth Products Exchange "Rare earth trading systems are currently undergoing testing and are expected to become operational in China in October." - Dorothy Kosich, Mineweb (8/12/13) More >
Counterpoint: Supply and Demand in the Rare-Earths Market 2015–2020 "In the rare-earth total supply chain, China is most of the global ball game." - Jack Lifton, Technology Metals Research (8/1/13) More >
Now Is the Time to Build New Mines, But It Ain't That Easy "Financial analysis suggest now is the ideal to start work on mega mining projects before price cycles turn up again, but this is easier said than done." - Lawrence Williams, Mineweb (7/29/13) More >
Profit from Palladium's Bullish Trend "I call palladium the Rodney Dangerfield of metals because it 'gets no respect, I tell ya, no respect at all.'" - Sean Brodrick, ETF Daily News (7/29/13) More >
Survey: Companies 'Utterly Unprepared' for SEC Conflict Minerals Compliance "The PwC survey determined that the single biggest challenge for companies is getting accurate information from their suppliers." - Dorothy Kosich, Mineweb (7/15/13) More >
China Releases Second Round of 2013 REE Export Quotas "Last week, the Chinese Ministry of Commerce (MOFCOM) announced the second round of allocations of rare-earth export quotas for 2013." - Gareth Hatch, Technology Metals Research (7/8/13) More >
Rare Earth Price Jump: Just the Beginning? "Prices for the 17 elements have jumped 10% over the past two weeks." - Shivom Seth, Mineweb (7/1/13) More >
What China's Crackdown on 'Midnight Mining' Means for REE Projects "The rare earth mining industry will be saddled with permanent increased operation costs." - Jack Lifton, Technology Metals Research (6/20/13) More >
China Planning New Rare Earth Crackdowns "China accounted for more than 85% of global rare earth production last year, also accounting for 70% of global consumption." - Dorothy Kosich, Mineweb (6/7/13) More >
The Copper–S&P 500 Disconnect "No longer just a boring industrial metal, copper is a flamboyant asset that has made fortunes for investors and speculators." - Scott Wright, Zeal Intelligence (5/31/13) More >
Platinum and Palladium: A Fundamental Shift "While we wait for our gold positions to rebound, an investment in platinum and palladium could be very profitable." - Jeff Clark, Casey Research (5/22/13) More >
Salmon Sperm May Provide Cheap Option for Rare Earths Recovery "Dried salmon milt or sperm is a low-cost and environment-friendly method to extract rare earth metals." - Dorothy Kosich, Mineweb (5/20/13) More >
Best Investments 2013: How the Mining Mess Will Send Platinum Soaring "While platinum's long-term outlook is bright, a short-term price catalyst is about to take place, as early as this week." - Tony Daltorio, Money Morning (5/10/13) More >
Are Palladium Stockpiles Running Out? "The market is absorbing a supply-side shock from two fronts." - Sholom Sanik, Resource Investor (5/6/13) More >
How One Slip Can Create a Copper Supply Emergency "The landslide in Utah is just one example of how quickly and unexpectedly the supply and demand factors facing the red metal can shift." - Frank Holmes, Frank Talk (4/18/13) More >
Resource Sector Paradigm Shift "I still think discoveries are the best path to salvation for individual companies and perhaps the broader sector. Maybe gold gets a big bounce in the next few weeks but with the drubbing everyone has taken I don't see traders heavily on the bid unless higher gold prices are already in the rear view mirror." - Eric Coffin, HRA Journal (4/15/13) More >
How to Double Your Money by Investing in Copper "With copper, peak inventory levels are usually hit before a price rebound¬—sometimes with prices doubling in less than six months." - Money Morning Staff Reports (4/3/13) More >
The Basics of Investing in Junior Mining Companies "A junior gold producer is a publicly traded company that mines gold at an annual rate of up to about 150 Koz." - Scott Wright, Zeal Intelligence (4/1/13) More >
The DoD's 'About Face' on REEs "In a 189-page report, the DoD recommends investing $130M to establish near-term strategic stockpiles of seven rare earth elements." - Shane Lasley, Mining News (4/1/13) More >
Postcards from the Rare Earth Front "Scientists in Tokyo last week announced they have identified new deposits of so-called rare-earth metals some six kilometers below the ocean surface. " - Joseph Sternberg, Wall Street Journal (3/27/13) More >
Strategic Mineral Advisory Council Calls for US REE Supply Chain "The Strategic Mineral Advisory Council is encouraging the U.S. Department of Defense to nurture a U.S.-based REE supply chain." - Dorothy Kosich, Mineweb (3/25/13) More >
Mining Bill Brings Iron Ore Back to Wisconsin "Wisconsin Gov. Scott Walker said Thursday he will sign Senate Bill One, which sets the wheels in motion to bring back iron ore mining to the Badger State." - Dorothy Kosich, Mineweb (3/11/13) More >
Why Copper Prices Will Rebound in 2013 "If you're considering investing in copper, you need to know what's happening in China right now." - Tony Daltorio, Money Morning (3/4/13) More >
Iron Ore Prices May See Short-Time Gains as 'Rusty' Halts Australian Exports "Global iron ore trade faces major disruptions as cyclone Rusty bears down on Australia's Pilbara region and its shipping ports." - Dorothy Kosich, Mineweb (2/25/13) More >
Why You Can Bet on Platinum Prices Going Higher "Platinum prices, which have been below gold prices since mid-2011, are once again higher than the yellow metal, and the spread's widening." - Jeff Uscher, Money Morning (2/15/13) More >
Big Gains Ahead with Platinum's Neglected Cousin "Let's cut to the chase. We've got a metal play here." - Byron King, Daily Reckoning (2/11/13) More >
What the Major Breakout in the Platinum to Gold Ratio Signifies "Platinum is breaking out compared to gold as South Africa, which supplies three quarters of world production, continues to struggle with labor issues and possible nationalization." - Jeb Handwerger, Gold Stock Trades (2/8/13) More >
Equity Rally Should Boost Discounted Rare Earth and Uranium Miners "Exports have jumped to a seven-month highs despite the debt issues in Europe and the United States. This rebound in China may be a spark for the undervalued junior miners, which have been in a downtrend for close to two years as economists predicted a Chinese hard landing." - Jeb Handwerger, GoldStockTrades (2/4/13) More >
Platinum’s Neglected Cousin "We could see substantial gains in palladium over the next two years." - Byron King, Daily Reckoning (1/25/13) More >
No Dutch Disease in Greenland Mining Prospects "Greenland's Bureau of Minerals and Petroleum has so far awarded 150 licenses for mineral exploration with around 600M kroner spent by companies in 2012. Just ten years ago, there were almost no requests for mining licenses." - Richard Mills, Resource Investor (1/25/13) More >
Forget Demand: Base Metals Supply Should Be the Focus "Barclays Capital believes a lot of focus should be on the supply side." - Geoff Candy, Mineweb (1/19/13) More >
Copper Reserves Could Run Out in 25 Years "There are a number of ways to play the potential supply and demand imbalance for copper." - Harlan Kessler, Seeking Alpha (1/14/13) More >
Crash Course: Mining Equity Financing "Mining exploration companies use large amounts of capital to find discoveries, define a resource and advance to production." - Visual Capitalistm (1/11/13) More >
Nickel: Where Form Meets Function "While best known for its use in the five-cent coin, nickel has far more strategic uses." - Visual Capitalistm (1/7/13) More >
RNX: Sheer Size of Dumont Nickel Project The Metals Report Interview with Paul Renken -"RNX is looking at a 30- or 40-year mine life if the Dumont nickel project can be profitably developed." (9/17/13)
MAT: HREE-Rich Deposit Gives Kipawa Project Competitive Edge The Metals Report Interview with Anthony Mariano and Tony Mariano Jr. -"The best source for a sustained quantity of HREEs is Matamec Exploration Inc.'s Kipawa deposit in Quebec." (8/27/13)
TSM: Impressive Suite of Heavy Rare Earth Elements The Metals Report Interview with Patrick Wong -"TSM has a suite of HREEs, for which demand should come from both Asia and Europe." (8/13/13)
TSM: Mining Lease in Hand, Positive Recoveries in Its Back Pocket The Metals Report Interview with Alex Knox -"TSM has obtained decent recoveries from its processes." (7/16/13)
ORT: Streamlines Process Has Game-Changing Potential The Metals Report Interview with Alex Knox -"ORT's process could be used to extract REEs in a very purified form." (7/16/13)
NRE: Outstanding Recovery Rates at HREE-Rich Deposit The Metals Report Interview with Alex Knox -"NRE has an NI-43-101-compliant, HREE-rich deposit in Namibia." (7/16/13)
CCE: Watch Drill Results for Possible Resource Upgrade The Metals Report Interview with Alex Knox -"CCE is doing a low-cost drilling program to upgrade its resources." (7/16/13)
MAT: Good Prospects The Metals Report Interview with Alex Knox -"MAT has an ideal location and the metallurgy is good." (7/15/13)
TSM: Less Volume, More of the 'Good Stuff' The Metals Report Interview with Jack Lifton -"There is a strong possibility that TSM could sell HREE concentrates to China for processing inside the country." (7/9/13)
ORT: Streamlining Technology for Strategic Success The Metals Report Interview with Jack Lifton -"ORT's planned processing facility could be a benchmark for low-cost REE separation." (7/9/13)
GWG: Achieving Vertical Integration Through M&A The Metals Report Interview with Jack Lifton -"GWG's acquisition of Less Common Metals is an example of sensible vertical integration." (7/9/13)
ALK: An Exemplary REE Business Model The Metals Report Interview with Jack Lifton -"I urge juniors with polymetallic deposits to emulate ALK's business model." (7/9/13)
CCE: Changing Focus The Metals Report Interview with Lisa Reisman -"CCE is extremely close to production this year or next. It is probably at the point where it is doing offtake agreements." (6/4/13)
ATY: Gold-Rich VMS Deposit Data Shows Strong Economics The Gold Report Interview with Brent Cook -"ATY had some very good drill results and its VMS project is certainly economic." (5/20/13)
CXO : Fantastic Drill Results The Gold Report Interview with Brent Cook -"CXO might be onto a high-grade porphyry copper deposit." (5/20/13)
MAG: Lead, Zinc and Gold Give Silver Project Some Extra Kick The Metals Report Interview with Brent Cook -"Lead, zinc and gold factor heavily into the economics for MAG's Juanicipio silver project." (5/14/13)
FCU: Uranium Play Attracts Gold-Weary Mining Investors The Metals Report Interview with Brent Cook -"FCU is on to the most exciting uranium discovery to come around in quite a while." (5/14/13)
ATY: VMS Deposit Derives Value from Gold, Lead, Zinc and Silver The Metals Report Interview with Brent Cook -"ATY has a gold-rich VMS deposit; gold will be ~40% of total revenue." (5/14/13)
ATY: Bet on Success Brent Cook, Exploration Insights -"ATY had some very impressive drill results from its El Roble mine." (2/18/13)
ADV: Kami is Tops Brent Cook, Exploration Insights -"ADV's Kami is one of the best undeveloped iron ore districts I know." (2/6/13)
NRE: A Geologist's Dream? The Metals Report Interview with Alex Knox -"NRE has fascinating amounts of HREEs; it's a geologically exciting story." (1/22/13)
CCE: To Produce or to Partner? The Metals Report Interview with Alex Knox -"CCE has developed a large deposit of REEs." (1/22/13)
ORT: Process Is Cost Competitive The Metals Report Interview with Alex Knox -"ORT's process could give companies a strong competitive cost advantage." (1/22/13)
TSM: Logistical Advantage in Sweden The Metals Report Interview with Alex Knox -"TSM's logistics are excellent." (1/22/13)
QRM: High Grades May reduce Costs The Metals Report Interview with Alex Knox -"QRM's high grades may offset costs." (1/22/13)
TK: Elephant Potential at Ayawilca The Gold Report Interview with Michael Ballanger -"When TK started hitting intercepts of massive sulphides containing economic-grade zinc, the hair on the back of my neck stood up." (1/18/13)
ADV Releases Rose Feasibility Study Brent Cook, Exploration Insights -"ADV's Rose deposit remains one of the best iron ore projects." (1/9/13)
CFB: Riding the Zinc Price Boost The Gold Report Interview with Mark Lackey -"The expected zinc price increase makes a number of zinc plays attractive, especially CFB." (1/7/13)
CFI Breathes New Life into St. Lawrence Mine The Critical Metals Report Interview with Ray Will -"CFI has plans to restart an existing fluorspar mine in the St. Lawrence region." (11/27/12)
DNI: Massive 'Stealth' Resource The Gold Report Interview with Tom MacNeill -"DNI spends its money on good science and that's good for us because we love massive resources that are being developed at low costs." (10/26/12)
TSM: King of the Dysprosium Mountain The Critical Metals Report Interview with Jack Lifton -"I'm extremely optimistic about TSM being a major dysprosium producer by 2017." (9/18/12)
UCU: Proactive Processing at the Mine Site The Critical Metals Report Interview with Jack Lifton -"UCU is able remove uranium and thorium from its ore at the mine. This is an extremely significant announcement." (9/18/12)
RES: Dysprosium Powerhouse The Critical Metals Report Interview with Jack Lifton -"RES has a large second rare earth deposit near its in-development Bear Lodge property." (9/18/12)
ORT: Outstanding Byproduct Credits The Critical Metals Report Interview with Jack Lifton -"ORT should be able to produce tons of dysprosium, terbium and the like just as a byproduct of its alumina refinement." (9/18/12)
GWG: Relationship with China Provides an Edge The Critical Metals Report Interview with Jack Lifton -"GWG should be up and running by the end of next year. Its process will produce up to 34t a year of dysprosium." (9/18/12)
AMY: Candidate for Public/Private Partnership The Critical Metals Report Interview with Lisa Reisman -"We ought to foster the development of a firm like AMY so it can get to market faster." (9/4/12)
CCE Could Fill the US Tantalum Supply Gap The Critical Metals Report Interview with Lisa Reisman -"We have next to no domestic supply, but CCE is pretty far along in its process." (9/4/12)
NRE: 'Very Intriguing' Property The Critical Metals Report Interview with Alex Knox -"NRE's drilling campaign returned astounding numbers." (7/25/12)
CCE: Increasing Throughput The Critical Metals Report Interview with Alex Knox -"Given its enormous resource, CCE could increase throughput without decreasing mine life." (7/24/12)
MAT: Lower Costs at Kipawa The Critical Metals Report Interview with Alex Knox -"MAT has a leg up on the others in terms of logistics." (7/24/12)
ORT: Ground-Breaking REE Processing Technology The Critical Metals Report Interview with Alex Knox -"ORT's processing technology could be the biggest development in the REE space since the South China clays." (7/24/12)
QRM: Significant Zirconium Included The Critical Metals Report Interview with Alex Knox -"QRM has significant quantities of zirconium." (7/24/12)
TSM: Byproduct Bonus The Critical Metals Report Interview with Alex Knox -"TSM extracts significant quantities of zirconium as a byproduct." (7/24/12)
NGC: Fast-Tracking Bissett Creek The Critical Metals Report Interview with Glen Jones -"NGC hopes to fast-track Bissett Creek and begin construction late this year." (6/26/12)
EGZ: Two-in-One Vanadium and Graphite Play The Critical Metals Report Interview with Glen Jones -"With EGZ, investors get vanadium and graphite in one." (6/26/12)
QRE: Taking the Lead in Domestic US Niobium Production The Critical Metals Report Interview with Jack Lifton -"It would be a very good idea to have a domestic niobium source like QRE's Elk Creek deposit." (6/19/12)
RES: Domestic Dysprosium Source The Critical Metals Report Interview with Jack Lifton -"RES' Bear Lodge deposit could be a significant hard-rock source of dysprosium." (6/19/12)
UCU: Betting on Bokan The Critical Metals Report Interview with Jack Lifton -"UCU's Bokan Mountain is one of the first major hard-rock REE deposits going into production." (6/19/12)
TSM: Hard-Rock Dysprosium The Critical Metals Report Interview with Jack Lifton -"TSM is a large, hard-rock source of dysprosium." (6/19/12)
MAT: Helping to Stabilize Markets The Critical Metals Report Interview with Bob Wolf -"The competition companies like MAT bring to the resource market is good." (6/5/12)
"CXO's North ROK could still contain 100–300 Mt, the size of Imperial Metals' Red Chris mine, which is down the road." (11/27/13) Colorado Resources Ltd. - The Gold Report Interview with Eric Coffin More >
"CGT is one that I really love. I like it even more since it recently did a deal with Nord Gold. This could be a real big winner." (11/25/13) Columbus Gold Corp. - The Gold Report Interview with Jay Taylor More >