The Metals Report

REPORT UPDATE: The Metals Report is now...

The Mining Report

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

World economies depend on metals—base, strategic, critical, platinum group and otherwise—to operate and grow. Each week we interview the leading experts, analysts and newsletter writers in this space for updates on how to invest in the companies that will supply the world's demand.
Sign up now to receive The Metals Report.


Interviews Companies News Expert Quotes

Interviews

Ralph Aldis

What Resource Companies Are on This Fund Manager's Buy List?
Source: Streetwise Reports  (6/25/20)
Ralph Aldis, portfolio manager at U.S. Global Investors, in this interview with Streetwise Reports, looks at precious metals during the global downturn, and discusses M&A in the industry as well as companies he sees as undervalued. More >


Ralph Aldis

Fund Manager's Top Performing Precious Metals Companies for 2019
Source: Streetwise Reports  (12/3/19)
Ralph Aldis, portfolio manager at U.S. Global Investors, in this interview with Streetwise Reports, looks back at trends in 2019 and looks ahead to what we may expect in the precious metals in 2020; he also discusses the top performers in the precious metals fund that he manages. More >


Frank Holmes

Frank Holmes: Gold Is Going to $10,000
Source: Streetwise Reports  (10/22/19)
Frank Holmes, CEO of U.S. Global Investors, discusses why he believes gold will go to $10,000, weighs in on the cryptocurrency versus gold debate, and explains why his gold and precious metals ETF is outperforming its peers, naming some of its top performing companies. More >


Ralph Aldis

Fund Manager Reveals His Top Ten Precious Metals List
Source: Streetwise Reports  (5/9/19)
Ralph Aldis, portfolio manager at U.S. Global Investors, in this interview with Streetwise Reports, talks about movements in the gold market, why precious metals producers are doing better than explorers and developers, the funds that he manages and companies on his buy and sell list. More >


Frank Holmes

Frank Holmes: Looking Back, Looking Ahead
Source: Streetwise Reports  (12/27/18)
This year has seen a lot of volatility in the financial markets, Bitcoin, precious metals and other commodities. Frank Holmes, CEO and CIO of U.S. Global Investors, takes a look back on the lessons he has learned, and also looks ahead to what 2019 may bring. More >


Ralph Aldis

Two Gold Companies Investors Should Consider at Year-End
Source: Streetwise Reports  (12/18/18)
As the year rapidly comes to a close, Ralph Aldis, portfolio manager at U.S. Global Investors, discusses some companies whose shares did well this year, and others that did not do as well. He also talks about two companies he recommends investors take a look at. More >


Samuel Pelaez

Five Companies to Consider in These Volatile Times
Source: Streetwise Reports  (12/13/18)
Despite turbulence in the markets, investors should not be pessimistic because there are plenty of good markets to allocate to, posits Samuel Pelaez, chief investment officer and portfolio manager with Galileo Global Equity Advisors, who discusses trends in the markets and companies he believes are at attractive entry points right now. More >


David Morgan

Two Companies Whose Innovative Technologies Could Revolutionize E-Waste Processing and Disrupt Mining
Source: Streetwise Reports  (10/16/18)
David Morgan, publisher of The Morgan Report, discusses two companies that have come up with groundbreaking technologies that hold the potential to change the way E-waste is processed and the way mining is conducted.
More >


Rob McEwen

Rob McEwen: Trade Wars, the Dollar and Precious Metals
Source: Streetwise Reports  (8/23/18)
Rob McEwen, chairman and chief owner of McEwen Mining and former CEO of Goldcorp, speaks to Streetwise Reports about the impact of trade wars on the dollar and precious metals, where he sees the growth in precious metals equities, and how he plans to qualify McEwen Mining for the S&P 500. More >


Samuel Pelaez

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


Lobo Tiggre

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


Ralph Aldis

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


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


Gwen  Preston

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


Frank Holmes

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


Ralph Aldis

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


Lobo Tiggre

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


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


Matt Geiger

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


Joseph McAlinden

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


Mick Carew

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


Stefan Ioannou

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


Warren Irwin

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


Paul Renken

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


Eric Coffin

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


Joe Reagor

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


Rick Mills

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


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


David Talbot

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


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


Eric Coffin

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


Thibaut Lepouttre

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


Philip Richards

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


Michael Curran

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


Eric Lemieux

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


Joseph McAlinden

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


Marin Katusa

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


Frank Holmes Brian Hicks

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


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


Andrew Pullar

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


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


David Morgan

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


Blair Way

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


James Wilson

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


Brien Lundin

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


Mick Carew

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


Carsten Ringler

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


Douglass Loud Jeffrey Mosseri

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


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


Andrew Kaip

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


Top

Companies

Granite Creek Copper Ltd. (GCX:TSX.V) Granite Creek Copper is focused on the discovery and advancement copper, gold and silver in the high-grade Carmacks Copper District adjacent to Pembridge Resources' Minto Mine and the advanced stage C ...

Group Ten Metals Inc. (PGE:TSX.V; PGEZF:OTCQB; 5D32:FSE) Group Ten Metals is focused on its flagship Stillwater West PGE-nickel-copper Project adjacent to Sibanye-Stillwater's high-grade PGE mines in the Stillwater District of Montana, U.S., which hosts ove ...

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

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

Metallic Group of Companies () The Metallic Group consists of three leading exploration companies with district scale projects adjacent to high-grade mines in North America. Metallic Minerals (TSX-V:MMG) is focused in the high-grad ...

Top

News

Multiple Gold, Copper Royalties Generating Cash Flow for This Royalty Generator David Cole, CEO of EMX Royalty, sits down with Maurice Jackson of Proven and Probable to discuss the dynamic value proposition the royalty generator presents to the market. - Maurice Jackson for Streetwise Reports (7/10/20) More >

Rare Earths Explorer Starts Environmental Studies at BC Project Defense Metals aims to evaluate potential mine effects on surface water quantity. - Streetwise Reports (7/9/20) More >

Development-Stage Company Offers 'Exceptional Torque to a Rising Gold Price' Troilus Gold's valuation and similarities to Detour Gold are discussed in a Stifel report. - Streetwise Reports (7/9/20) More >

Analyst: Kincora Copper Nails It on Very First Hole With a promising hit and the rise in prices for both gold and copper—and indications of more to come—Peter Epstein of Epstein Research believes this explorer has potential for "an exciting outcome." - Peter Epstein for Streetwise Reports (7/8/20) More >

Mining Firm Forms 'Royalty Company to Unlock Value' GoldMining's new entity and its potential benefits are outlined in a ROTH Capital Partners report. - Streetwise Reports (7/8/20) More >

Firm Establishes NSRs on 14 Projects, Creates New Gold Royalty Company A Haywood Securities report notes the moves by GoldMining "demonstrates an intention to seek to unlock further value from GOLD's unique portfolio." - Streetwise Reports (7/7/20) More >

Explorer to Acquire, Consolidate Land in Historical Mexican Mining District Reyna Silver enters into two agreements, one with the landowner and one with the company that has an earn-in option on the property. - Streetwise Reports (7/7/20) More >

Analyst: Creation of Gold Royalty Company Could Unlock Future Value An H.C. Wainwright & Co. report discusses GoldMining's new royalty company as well as a technical report. - Streetwise Reports (7/6/20) More >

Analyst Provides a Glimpse into Gold Explorer's Upcoming PEA A potential mining scenario for Troilus Gold's gold-copper project is presented in a PI Financial report. - Streetwise Reports (7/6/20) More >

Explorer's Shares Expected to 'Materially Rerate' in H2/20 Recent drill results from Troilus Gold's Quebec project are analyzed in a Red Cloud Securities report. - Streetwise Reports (7/2/20) More >

Junior Explorer Begins Field Work on Copper-Gold Prospect in Yukon Territory The president and CEO of Granite Creek Copper outlines prospects for the Stu Copper-Gold project in this conversation with Maurice Jackson of Proven and Probable. - Maurice Jackson of Streetwise Reports (7/2/20) More >

Canadian Explorer Unearths 'Blockbuster Grades'; Still Has 'Room to Run' Peter Epstein of Epstein Research interviews Brad Rourke, CEO of Scottie Resources, a 'rising star' working in the prolific Golden Triangle. - Peter Epstein for Streetwise Reports (7/1/20) More >

Analyst: Without Drilling a Hole, Explorer's New Acquisitions Have Increased in Value Peter Epstein of Epstein Research digs into recent news from Portofino Resources, which now has prospects on four gold properties in Canada and two lithium brine assets in Argentina. - Peter Epstein for Streetwise Reports (6/30/20) More >

New Estimate Expands BC Rare Earths Project Resource Defense Metals' resource update encompasses 49% more tonnage than the initial report. - Streetwise Reports (6/30/20) More >

Analyst: New Discoveries Could Point to Regional Scale of Gold Mineralization at Quebec Project Recent drill results and project model changes, leading to an increased target price on Troilus Gold, are outlined in a Canaccord Genuity report. - Streetwise Reports (6/30/20) More >

Mining Junior 'Well Positioned Among Exploration Peers' Recent results from Troilus Gold's drilling of its Southwest zone are discussed in a Haywood report. - Streetwise Reports (6/29/20) More >

Silver Market Is at a Critical Juncture Technical analyst Clive Maund charts his expectations for how silver prices will respond to movement in the stock market. - Clive Maund for Streetwise Reports (6/29/20) More >

Firm Receives Exploration Permit, Announces Start of Yukon Field Program With most of its project permitted, Granite Creek Copper now can explore the highest priority areas. - Streetwise Reports (6/28/20) More >

Explorer Drills 'High-Grade Hits' in Quebec A Laurentian Bank Securities report notes Troilus Gold's new drill results from the final holes of its latest drill campaign demonstrate expansion potential. - Streetwise Reports (6/26/20) More >

Analyst Says Company Could Be a 'Breakout Explorer Name in 2020' A Cormark Securities report highlights that recent exploration by Troilus Gold yields one of the best holes ever drilled on the property. - Streetwise Reports (6/25/20) More >

Using New Structural Model, Company Uncovers High-Grade Gold in Quebec Troilus Gold's most recent drill results at its past-producing Quebec project are discussed in a Stifel GMP report. - Streetwise Reports (6/24/20) More >

Explorer Creates New Gold-Focused Royalty Firm GoldMining Inc. is making the move to provide additional shareholder value and sees the new royalty company as a complementary platform to its future acquisition and development plans. - Streetwise Reports (6/24/20) More >

Mineral Explorer Fulfills Earn-In Requirements to Own 100% of American PGE-Ni-Cu-Co Project Group Ten Metals reported that it has satisfied all earn-in agreements and now owns 100% of the Stillwater West project in Montana. - Streetwise Reports (6/23/20) More >

Lots Going On at Russian Silver-Copper Project Azarga Metals CEO Michael Hopley speaks with Peter Epstein of Epstein Research about exploration at the company's silver-copper project in Siberia and the resource estimate that will be released in the next few weeks. - Peter Epstein for Streetwise Reports (6/18/20) More >

David Smith: 'Common Sense 2.0' Is a Call to Action to Hold Government Accountable David Smith of The Morgan Report tells Maurice Jackson of Proven and Probable what he thinks about the current financial state of America, ways investors can protect themselves from the vagaries of modern times—including reading "Common Sense 2.0"—and mentions a few resource companies he finds worthwhile. - Maurice Jackson for Streetwise Reports (6/16/20) More >

Adrian Day: Merger Lays a Firm Foundation for Future Growth Fund manager Adrian Day discusses why he likes the proposed merger of Evrim Resources with Renaissance Gold, plus he names some companies on his buy list. - Adrian Day for Streetwise Reports (6/16/20) More >

Explorer Reports High-Grade Rhodium at Montana PGE Project The findings indicate the potential for Group Ten Metals to produce the rare platinum group element as a coproduct. - Streetwise Reports (6/12/20) More >

Analyst: Gold Bull Market Bodes Well for Nevada Miners Ron Struthers of Struthers' Resource Stock Report considers the current outlook for miners in Nevada and highlights ProAm Explorations, which he believes is a bargain primed for advancement. - Ron Struthers for Streetwise Reports (6/10/20) More >

Two Resource Companies Moving Ahead on Many Fronts Money manager Adrian Day reviews the prospects of two of his favorite resource companies and comments briefly on the pullback in gold prices. - Adrian Day for Streetwise Reports (6/9/20) More >

Ultra High Grade Silver Discovered in the Yukon Greg Johnson, chairman and CEO of Metallic Minerals, talks with Maurice Jackson of Proven and Probable, about the company's drill results, as high as 7,459 g/t silver, at the Keno Silver Project in the Yukon. - Maurice Jackson for Streetwise Reports (6/8/20) More >

COVID-19: A Catalyst for Small-Cap Outperformance Steve Palmer, president and chief investment officer of AlphaNorth Asset Management, outlines why he believes Canadian companies on the TSX Venture Index remain good investments in a time of pandemic uncertainty. - Steve Palmer for Streetwise Reports (6/3/20) More >

Mickey Fulp: Buy the Unknown, Unloved, Unwanted, Undervalued In light of pandemic conditions, government reactions and the impacts of both on financial markets, Mercenary Geologist Mickey Fulp describes his investment strategy to Maurice Jackson of Proven and Probable. - Maurice Jackson of Streetwise Reports (6/3/20) More >

Westwater Shares Charge Higher after Demonstrating Simulated Full-Scale Battery Graphite Processing Shares of Westwater Resources traded higher on greater than 100-times average daily volume after the company reported that positive independent test results on ULTRA-PMG™ demonstrated successful simulated full-scale processing of battery graphite. - Streetwise Reports (6/2/20) More >

Explorer Reports Further PGE, Gold Mineralization Present at Montana Project Group Ten Metals' states its findings suggest a gold-rich mineralization may occur there along with platinum, palladium, nickel, copper and cobalt. - Streetwise Reports (6/1/20) More >

Junior Miner Presents 'High-Risk, High-Return, High-Grade Gold Story' Peter Epstein of Epstein Research explains why he is "bullish" on Falcon Gold Corp., with five Canadian projects targeting mostly gold, but also silver, copper, cobalt, nickel and platinum group metals. - Peter Epstein for Streetwise Reports (5/27/20) More >

Explorer to Begin Drilling at British Columbia's Golden Triangle Project Seabridge Gold's goal is to determine if the Iskut property contains a copper-gold porphyry system. - Streetwise Reports (5/20/20) More >

Bob Moriarty: This Time It's Different In this conversation, Bob Moriarty of 321gold and Maurice Jackson of Proven and Probable discuss the coronavirus, the stock market, what lies ahead for gold and silver, and junior mining companies with potential. - Maurice Jackson for Streetwise Reports (5/18/20) More >

Defense Metals in the Right Spot at the Right Time Bob Moriarty of 321gold discusses this company that is exploring a rare earth element project in Canada. - Bob Moriarty for Streetwise Reports (5/16/20) More >

Kincora Copper Lands in One of Hottest Copper-Gold Regions in the World, Drill Results Soon Peter Epstein of Epstein Research explains why he is watching this explorer. - Peter Epstein for Streetwise Reports (5/15/20) More >

Explorer Discovers Four Polymetallic Anomalies at PGE Project Group Ten Metals reports that soil geochemistry results suggest the presence of a strongly mineralized system at its Montana asset. - Streetwise Reports (5/14/20) More >

Explorer Updates Resource Estimate for Canada REE Deposit Defense Metals reports a 49% increase in tonnage and a 30% increase in overall average grade. - Streetwise Reports (5/14/20) More >

Weimar Fed in the Twenty-First Century Sector expert Michael Ballanger expands on both the latest money market moves and his investment thesis for Getchell Gold. - Michael Ballanger for Streetwise Reports (5/14/20) More >

Brien Lundin: To Insure Yourself Against Financial Upheaval, Buy Gold and Silver Now Brien Lundin, sector expert and publisher of the Gold Newsletter, offers his perspective on the monetary ramifications of the COVID-19 pandemic in this conversation with Maurice Jackson of Proven and Probable. - Maurice Jackson for Streetwise Reports (5/12/20) More >

Vancouver-Based Explorer Expands PGEs Land Package in Quebec Black Tusk Resources continues gathering and assessing data on the polymetallic property. - Streetwise Reports (5/11/20) More >

Explorer Completes 3D Geological Model of Canadian REEs Deposit Defense Metals is working toward updating its mineral resource. - Streetwise Reports (5/11/20) More >

Developer Expands Land Package at Quebec PGE Property Black Tusk Resources has expanded the land package around its PG Highway Property's Palladium/Platinum Group Elements project to 20 claims covering 1,052.3 hectares. - Streetwise Reports (5/7/20) More >

Mining Companies Amend Purchase Option Agreement for Quebec Property Megastar Development agrees to extend the due date of the final payment until year-end 2020. - Streetwise Reports (5/4/20) More >

Precious Metals Company Agrees to Buy Guyana Gold Miner Silvercorp Metals reported that it entered into an agreement to acquire 100% of the shares of Guyana Goldfields in a transaction valued at CA$105 million. - Streetwise Reports (4/30/20) More >

Explorer in Alaska Reports New Assay Results Maurice Jackson of Proven and Probable discusses the latest news from Millrock Resources with the company's CEO. - Maurice Jackson for Streetwise Reports (4/29/20) More >

A Favorite Explorer Is at a Good Price Money manager Adrian Day reviews an exploration company that he rates a "strong buy." - Adrian Day for Streetwise Reports (4/29/20) More >

Top

Expert Quotes

James Kwantes, Resource Opportunities -"GCX is building a 'copper bank" in the Minto copper district." (6/30/20)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"LIO's another good buy in the current bullish environment for gold." (6/25/20)

Heiko Ihle, H.C. Wainwright & Co. -"GOLD announced the creation of Gold Royalty Corp." (6/25/20)

Thibaut Lepouttre, Caesars Report -"Buyers can get DEFN at a 15% discount to the current financing." (6/24/20)

Colin Healey, Haywood Securities -"GOLD is positioning its portfolio to increase visibility to investors." (6/24/20)

Jake Sekelsky, ROTH Capital Partners -"GOLD's creation of Gold Royalty represents an opportunity for long-term value creation." (6/24/20)

Adam Graf, B. Riley FBR Inc. -"There may be significant upside potential from SEA's 3 Aces project." (6/15/20)

Eric Coffin, HRA Journal -"LIO's second rig started operation at Tuvatu." (6/12/20)

Jacob Willoughby, Red Cloud Securities -"Sampling shows high-grade rhodium potential at PGE's Stillwater West." (6/12/20)

Colin Healey, Haywood Securities -"We are initiating coverage on GOLD with a Buy rating." (6/8/20)

Heiko Ihle, H.C. Wainwright & Co. -"GOLD paid a great price for Almaden's 1 Moz gold and upside potential." (6/4/20)

Heiko Ihle, H.C. Wainwright & Co. -"GOLD filed an NI 43-101 technical report for its Yarumalito project." (6/4/20)

Jake Sekelsky, ROTH Capital Partners -"GOLD's Almaden could unlock additional value with limited capital." (6/4/20)

Michael Curran, Beacon Securities Ltd. -"We consider YGT to be an attractive investment." (6/3/20)

Gwen Preston, The Maven Letter -"TLG announced a bought-deal financing yesterday that was quickly upsized from $15M to $22M. . .with this deal, the company has lots of cash now to power ahead." (6/3/20)

David Erfle, JuniorMinerJunky -"The news of TLG's $22 million bought-deal financing has presented a lower risk buying opportunity as the company will now be cashed up into 2022." (6/3/20)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"LIO is keen to test its drill targets at Tuvatu at depth." (5/28/20)

Gwen Preston, The Maven Letter -"TLG's Southwest continues to deliver intriguing results for Troilus." (5/27/20)

Michael Curran, Beacon Securities Ltd. -"YGT extended the strike length of mineralization at Sam Otto South." (5/21/20)

Jim Marrone, SingularResearch -"An updated 2020 PEA on SEA's KSM dramatically boosts economics." (5/21/20)

Tyron Breytenbach, Stifel -"A new model increased the frequency of the hits at TLG's Troilus." (5/15/20)

Jacob Willoughby, Red Cloud Mining Capital -"The average grade of TLG's Southwest is 11% better than the resource." (5/15/20)

Pierre Vaillancourt, Haywood Securities -"TLG has a strong balance sheet and a growing resource." (5/14/20)

Jacques Wortman, Laurentian Bank Securities -"New TLG assays show the presence and importance of high-grade gold." (5/14/20)

Jacob Willoughby, Red Cloud Securities -"Soil anomalies identified four target areas at PGE's Stillwater West." (5/14/20)

Jacob Willoughby, Red Cloud Securities -"We are launching coverage on TLG with a Buy rating." (5/8/20)

Jake Sekelsky, ROTH Capital Partners -"Yarumalito serves as low-cost resource growth in Colombia for GOLD." (5/7/20)

Mike Niehuser, Scarsdale Equities -"LIO may soon produce drill results that double the Tuvatu resource." (5/4/20)

Ryan Thompson, BMO Capital Markets -"MAG announced it raised CA$60M via private placement." (5/4/20)

James Kwantes, Resource Opportunities -"PGE's project has rich grades, and it's the size that majors require." (5/3/20)

Eric Coffin, HRA Journal -"LIO plans at least 10,000m of drilling through the Fiji dry season." (5/1/20)

Ryan Walker, Echelon Wealth Partners -"LIO is mobilizing three drill rigs for 2020 exploration at Tuvatu." (5/1/20)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"There should be plenty of news flow from PGE's Stillwater West." (4/30/20)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"YGT's district-scale gold play should only grow more valuable." (4/30/20)

Heiko Ihle, H.C. Wainwright & Co. -"Certain of GOLD's assets may invoke interest from senior producers." (4/30/20)

Jacob Willoughby, Red Cloud Securities -"TLG brought its total land package at Troilus to 83,385 ha." (4/29/20)

David Talbot, Eight Capital -"We initiate coverage on LIO with a Buy recommendation." (4/28/20)

Adam Graf, B. Riley FBR Inc. -"SEA's new KSM PEA indicates a capital payback in under three years." (4/27/20)

Mike Kozak, Cantor Fitzgerald -"SEA remains our Top Pick among the midtier gold companies." (4/27/20)

Derek Macpherson, Red Cloud Mining Capital -"SEA's stock should do well in the emerging gold bull market." (4/27/20)

Joe Reagor, ROTH Capital Partners -"The updated PEA of SEA's KSM showed an after-tax NPV of $6B." (4/27/20)

Dalton Baretto, Canaccord Genuity -"SEA's KSM will draw attention from global major diversified miners." (4/27/20)

Michael Curran, Beacon Securities Ltd. -"YGT completed 10,000m of drilling on the Yellowknife City property." (4/23/20)

Richard Gray, Cormark Securities -"TLG's TLG-ZSW20-189 is one of the best holes ever drilled on Troilus." (4/22/20)

Philip Ker, PI Financial -"There remains a disconnect of value ascribed to TLG for its resources." (4/22/20)

Gwen Preston, The Maven Letter -"TLG's 189 is a great hole for Southwest and for Troilus as a whole." (4/22/20)

Jacob Willoughby, Red Cloud Securities -"A new drill hole at TLG's Southwest returned the best result to date." (4/22/20)

Gwen Preston, The Maven Letter -"TLG's Southwest zone is really turning into something good." (4/19/20)

Jay Taylor, Gold, Energy & Tech Stocks -"LIO thankfully is well funded with about $16M in the bank at year-end." (4/17/20)

Jay Taylor, Gold, Energy & Tech Stocks -"SEA's market cap is around $608M; it's a very modest market cap." (4/17/20)

Top