The Gold Report

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.
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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.
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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.
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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.
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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 >

Two Seniors + Five Juniors = One Amazing Gold Portfolio: Adrian Day
Source: Brian Sylvester of The Gold Report  (4/5/13)
Adrian Day, founder of Adrian Day Asset Management, finds royalty plays some of the cleanest, least risky ways to invest in precious metals. Royalties also offer high margins and the benefit of exposure to exploration. In this interview with The Gold Report, he explains why royalty companies are so hot right now and shares the names of a handful of favorite companies both large and small with royalties around the world. More >

Why Rick Rule Bought $280M of Platinum and Palladium
Source: Karen Roche of The Metals Report  (4/2/13)
When Rick Rule pairs lower grades, labor strife and inefficient mines with the relentless demand for platinum and palladium, his result is an investment thesis that could pay off for bullion and equity investors. In his Metals Report interview, the founder and chairman of Sprott Global Resource Investments Ltd. compares the current platinum and palladium space to the uranium sector 10 years ago, and predicts handsome returns for investors willing to shoulder the risk. More >

Jeb Handwerger Follows the Smart Money to Undervalued Miners
Source: Brian Sylvester of The Gold Report  (4/1/13)
Investors unsure of which way to turn in this market need only watch the "smart money," says Jeb Handwerger, the editor and publisher of GoldStockTrades.com. Billionaires like John Paulson and Carlos Slim are plucking up mining investments on the cheap. In this interview with The Gold Report, Handwerger shares his favorite discount buys. More >

Precious Metals the Antidote to Fiat Currency Threat: International Resource Specialist Peter Krauth
Source: Brian Sylvester of The Gold Report  (3/27/13)
Peter Krauth, resource specialist for Money Map Press, considers the precious metals space an overarching requirement for investors. He sees value in every sector, although he admits it takes a contrarian mindset to see the opportunity among stocks that have been trending down for as long as 18 months. In this Gold Report interview, Krauth shares names from majors to mid caps to royalty companies, including those in the platinum group metals space, where supply-and-demand tensions will move the price of palladium up. More >

Four Billion Reasons REEs and Graphite Will Make You Money: Chris Berry
Source: JT Long of The Metals Report  (3/26/13)
Self-help manuals tell us that what we focus on, we manifest. This is certainly true for rare earth elements enthusiast Chris Berry. Where some see a spiraling global economy and stagnation, Berry sees an emerging world with four billion people hungry for new technologies in which graphite and rare earth elements play a big part. In this interview with The Metals Report, Berry describes what he calls the changing complexion of the commodity super cycle and names a few companies to start focusing on. Get Berry's energy-metals outlook in his recent Energy Report interview. More >

20 Million—Why Is this Number Critical for Copper?
Source: Brian Sylvester of The Metals Report  (3/19/13)
For resource expert Joachim Berlenbach, fund adviser with Switzerland's Earth Resource Investment Group, copper is shining brighter than gold—he even does some back-of-the-envelope calculations to show how global development could create a serious supply bottleneck. In his first Metals Report interview, Berlenbach calls on investors to up their risk appetites and fund mine development, providing some straightforward metrics to weigh the odds. More >

Everything You Need to Know About Graphene
Source: Michael Robinson, Money Morning  (3/18/13)
"We simply cannot get to the next level in a tech-oriented world without having the new materials to help us do so." More >

Recycling, Not Mining, Is the Future for Securing Immediate Platinum Group Metal Supply
Source: JT Long of The Metals Report  (3/12/13)
The biggest new source for platinum group metals just might be what Jack Lifton calls "the rubber tire mine." Noting that removing the catalytic converter from a car's emission system produces a rate of return that rivals the production rates of the South African platinum giants, Byron King agrees that recycling is the wave of the future for platinum, palladium and rhodium. Welcome to the 21st century—find out how to play it in this Metals Report interview. More >

Repositioning into Royalties for Richer Returns: Kwong-Mun Achong Low
Source: Brian Sylvester of The Gold Report  (3/8/13)
Royalty plays may have once been strictly the domain of larger companies, but smaller names are shifting gears to enter the space. Can the smaller players make the numbers work for their shareholders? Kwong-Mun Achong Low, an analyst with Jennings Capital, believes they can. Achong Low tells The Gold Report about which juniors are making the leap into royalties. More >

Leonard Melman: Are You Prepared for Hyperinflation?
Source: Brian Sylvester of The Gold Report  (3/6/13)
As looming inflation, currency wars and a possible run on gold threaten to derail markets, Leonard Melman, author of The Melman Report, is setting his sights on the midtier and near-term producers that he wants to scoop up when the blood is in the streets. In this interview with The Gold Report, Melman explains why gold, silver and the companies bringing them out of the ground could do very well in the second half of 2013.
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Striking a Balance with Zinc Investments: Equal Parts Infrastructure, Financing and Compromise
Source: Brian Sylvester of The Metals Report  (3/5/13)
Stock picking can be an exercise in compromise, and investors who wait for a perfect zinc mining project could be sitting on the sidelines—and missing out on profits. Advanced zinc projects close to infrastructure are limited, and with zinc supply contracting in 2013, new operations are emerging both within and outside of established districts. Matthew O'Keefe, mining analyst with Mackie Research, talks with The Metals Report about his criteria for choosing investments in the zinc small-cap space and explains why he's sometimes willing to make concessions. More >

Eric Sprott: Central Bankers Are Gaming Gold
Source: JT Long of The Gold Report  (3/4/13)
Some people may look at the stock market and see economic recovery. Eric Sprott of Sprott Asset Management and Sprott Money looks at myriad other economic indicators and sees an economy still in decline. Despite his suspicions that central banks are keeping gold prices artificially low, he tells The Gold Report that he favors gold, platinum, palladium and especially silver, over the near and long term. More >

Bullion: Bring It On—Sprott Precious Metals Round Table Webcast
Source: Special to The Gold Report   (3/4/13)
When it comes to bullion enthusiasts, you're unlikely to find more ardent fans than those in the Sprott Group of Companies. Three of its leading experts, Eric Sprott, John Embry and Rick Rule, joined the Sprott Precious Metals Round Table webcast and conference call on February 12, with John Budden serving as host. The Gold Report summarized this treasure trove of knowledge for readers. Bottom line: While their bullishness on gold and silver has been common knowledge for years, the addition of the platinum group metals (PGMs) to the Sprott fold of precious metals trusts brings an intriguing new dimension to the bullion mix. More >

Why Smart Money Is Buying Junior Strategic Metal Miners
Source: Alec Gimurtu of The Metals Report  (2/26/13)
Most investors have a tough time standing apart from the crowd. That's why Jeb Handwerger says, "To be successful in the market, 99% of the people have to think you're wrong." While most investors are chasing overvalued equities, the smart money is acquiring assets that will benefit from the next uptick in inflationary pressures. In this interview with The Metals Report, Jeb Handwerger, editor of Gold Stock Trades, explains which investments will benefit most from the coming "risk-on" trade. More >

Spotting the Miners That Can Survive the Long Capital Drought: Eric Coffin
Source: Peter Byrne of The Gold Report  (2/25/13)
In order to make wise investment decisions, gold investors must coldly assess economic realities, says Eric Coffin. As the publisher of Hard Rock Analyst Advisories, Coffin tracks a range of gold explorers with the bling to weather the long capital drought. He has figured out how to separate the winners from the losers and, in this interview with The Gold Report, he shares the names of some strong ventures. More >

Discover 35 Mining Stocks with Potential: Henk Krasenberg
Source: Brian Sylvester of The Gold Report  (2/22/13)
Henk Krasenberg, founder of the European Gold Centre, is back from the INDABA Mining Conference in South Africa with plenty to report. He has seen a sea change in mining in Africa over the last few years; countries are growing more confident and have a greater awareness of mining's potential. In this interview with The Gold Report, Krasenberg provides a European perspective on a whole slew of miners working in Africa, as well as in all corners of the world. More >

Colin Healey: Will Mining Stocks Follow Iron Ore's Price Climb?
Source: Brian Sylvester of The Metals Report  (2/19/13)
Last year's drop in iron ore prices made for a once-bitten, twice-shy market, but Colin Healey of Haywood Securities now sees upside opportunity in junior developers. But there's a catch: Iron ore projects often have big price tags, and investors need to be confident that a company can cover its costs. In this interview with The Metals Report, Healey discusses junior developers that look fit to reach the finish line and explains why partnerships are not financial cure-alls in the space. More >

Chris Ecclestone: Gold Will Fall, Time to Switch to Specialty Metals?
Source: Brian Sylvester of The Metals Report  (2/12/13)
The U.S. and Europe may have been skirting the edge of financial peril for years, but Christopher Ecclestone, who is the principal and mining strategist of London-based Hallgarten & Co., told The Metals Report that the gold price should drop this year as investors realize that there's no more cause for panic. However, the frank and expressive Ecclestone has plenty of other suggestions for what's "sexy" this year (zinc, copper and specialty metals), even as he rips into "business as usual" gold majors and chastises any management team with the nerve to offer a 0.5% dividend. More >

Why You Can Trust Your Analyst Again: Ingrid Rico
Source: Brian Sylvester of The Gold Report  (2/11/13)
Within the universe of junior mining companies, investors need to be choosy, says Ingrid Rico, mining analyst at Toronto-based investment bank M Partners. In this interview with The Gold Report, Rico explains how analysts value miners and reveals how she will be looking at junior mining companies in 2013—with a skeptical eye, preferring those funded to complete exploration plans for the year and a management track record to deliver results. She shares names of some companies whose projects stand out. More >

Kevin Puil: $4/lb Copper Is on Its Way
Source: Brian Sylvester of The Metals Report  (2/5/13)
Kevin Puil thinks analysts need to be realistic when it comes to copper. The Malcolm Gissen & Associates portfolio manager points to copper's historic levels at over $3/lb as proof that there are brighter times ahead for base metals as economies around the world continue to industrialize. On the other hand, with economic projects less abundant than they once were, supply is under severe pressure. The good news is, as Puil remarks in this Metals Report interview, there's money to be made for investors who can pinpoint the right projects. Read on to learn who's on Puil's list. More >

Chen Lin Places His Bets on Self-Financing Producers
Source: Zig Lambo of The Gold Report  (2/4/13)
The tough financing markets of the past few years have taken their toll on many junior resource companies, as continuing needs for capital have led to dilution and lower stock prices. In this tricky environment, Chen Lin likes to place his bets on companies that can minimize dilution through internal cash flow that helps to finance expansion and exploration activities. In this interview with The Gold Report, Lin talks about how he has played the difficult market in 2012 and where he sees some of the best opportunities in 2013. More >

Mike Niehuser: Modern-Day Gold Rush Puts Nevada on Top
Source: Special to The Gold Report   (2/1/13)
These days, monetary policy moves stock prices more than economic data releases, says Mike Niehuser, founder of Beacon Rock Research. While the potential for higher gold prices is compelling, the decline in the number of discoveries and grades of resources makes mining stock selection intriguing. Niehuser has scoped out jurisdictions and finds the stars are aligning to put Nevada on top. In this interview with The Gold Report, Niehuser shares the names of companies that he feels have the right stuff. More >

Michael Fowler: The New Strategy for Adding Value to Junior/Midtier Gold (Hint: It's Not by Making Big M&A Deals)
Source: Brian Sylvester of The Gold Report  (1/30/13)
A lackluster U.S. economy is creating a positive environment for gold, according to Michael Fowler, senior mining analyst with Loewen, Ondaatje, McCutcheon Ltd. By calculating ounces-in-the-ground values and assessing risk, Fowler has concluded that the junior/midtier sector offers the best growth potential. He expects to see companies of all sizes try to control costs instead of looking for mergers and acquisitions to add value. Read on in this Gold Report interview for Fowler's take on companies that he believes fit the bill. More >

Benoit Gascon: An Insider's Take on the Complicated Graphite Market
Source: Brian Sylvester of The Metals Report  (1/29/13)
Ten years ago, Benoit Gascon would have said there's no money in graphite investment. But the former CEO of the only North American graphite producer to survive Chinese competition has changed his tune, thanks to increasing graphite consumption in China and India. Gascon, who argues that the graphite markets of the 1990s are gone for good, has thrown his hat back into the ring, this time as CEO of a junior player, Mason Graphite. In this interview with The Metals Report, Gascon gives us an inside look at the graphite space and explains why the cliché "the customer is always right" has extra resonance in this "inverted" market. More >

Keys to Rare Earth Companies’ Success: Innovation, Cost Efficiency
Source: Zig Lambo of The Metals Report  (1/22/13)
Geologist Alex Knox followed rare earths before they were Wall Street's darlings, and continues to do so, having seen stormy weather in this industry before. Demand for rare earths remains; it's just a question of who can supply them first—and at what cost? In this interview with The Metals Report, Knox tells investors what questions they need to ask management and highlights companies that are progressing toward production. More >

Are Junior Gold Investors Living the Movie 'Groundhog Day'?: David Skarica
Source: Alec Gimurtu of The Gold Report  (1/16/13)
Gold stocks, especially juniors, have been undervalued for longer than most investors thought possible. The result is what David Skarica, founder of Addicted to Profits, calls a "maximum pessimism trade." In this interview with The Gold Report, Skarica summarizes his analytical tools and provides clear examples of companies that meet his criteria as "screaming buys." Gold junior investors might feel as if they live in the movie "Groundhog Day," but the undervaluation cycle will eventually be broken. Is spring just around the corner for the junior gold miners? More >

Graphite Stock Strategies for a Second Bubble: David Skarica
Source: Alec Gimurtu of The Metals Report  (1/15/13)
David Skarica, founder of Addicted to Profits, says another—bigger—graphite bubble is likely on its way. In this interview with The Metals Report, Skarica compares the graphite space to the rare earth and uranium arenas, making some interesting conclusions about what kinds of stocks perform best during market-wide roller coaster movements. However, he warns that the graphite space is different, with no clear industry leaders and a number of companies with high potential. His conclusion? Choose carefully. More >

How to Invest Like a Merchant Bank in High-Risk Resources: Rick Winters
Source: Brian Sylvester of The Gold Report  (1/11/13)
It is difficult for retail investors to sift the wheat from the chaff in the junior miner sector. In this interview with The Gold Report, Rick Winters reveals how RMB Resources, a resource merchant bank, figures out what projects to invest in and those to pass over and talks about some of the companies that made the cut. More >

CPM Platinum Market Analysis and Forecast for 2013
Source: Alec Gimurtu of The Metals Report  (1/8/13)
Violent strikes and supply disruptions in South Africa put platinum in the headlines last year, and the metal spent 2012 selling at a discount to gold. Is a platinum discount the new normal? How will the market shift in the labor strike fallout? And will mining asteroids transform supply fundamentals? CPM Group Platinum Analyst Erica Rannestad met with The Metals Report to share her price and cost forecasts for 2013 and discuss the supply and demand trends to watch this year. More >

Are You a Base Metal Growth Bull or a Gold Gloom-and-Doomer?
Source: Brian Sylvester of The Gold Report  (1/2/13)
Gold bugs say the global economy could collapse any day now. But what about investors who see continued growth in emerging economies and a steady, if slow, U.S. recovery? Look to base metals, recommends Haywood Analyst Stefan Ioannou. He expects price runs for 2013–2015, especially for zinc, which is facing a serious supply squeeze. Do your homework now to get positioned as soon as the uptick begins. Ioannou shares his favorites in this Gold Report interview. More >

The Rare Earth Sector Needs These Three Things to Prosper
Source: Brian Sylvester of The Critical Metals Report  (12/18/12)
For too long, the rare earth space has operated in obscurity. Greater clarity on prices, inventory levels and demand will create more market stability, according to Matt Gibson, institutional research analyst with CIBC World Markets. In this Critical Metals Report interview, Gibson emphasizes that rare earths are for the risk takers—at least for now. For the strong of stomach, he offers details on trading levels, catalysts and opportunities. How will you place your bets? More >

Byron King: Time to Take Rare Earths Losses Ahead of Tax Code Changes?
Source: Brian Sylvester of The Critical Metals Report  (12/18/12)
Share prices have tumbled down for many rare earth element miners, while the quality of certain companies has dramatically improved. Is now the right time for investors to strengthen their positions in the space or to turn and run? Byron King, editor of Outstanding Investments and Energy & Scarcity Investor, discusses some new tax implications with The Critical Metals Report that could help investors time their gains or losses. More >

CIBC's Matt Gibson Sees Upside in Iron in 2013
Source: Brian Sylvester of The Gold Report  (12/17/12)
Investors who want to play in the iron and copper space should look to small-cap producers for attractive valuations and lower risk, says Matt Gibson, institutional research analyst with CIBC World Markets. In this Gold Report interview, he says he believes iron has found its floor in 2012 and names iron ore and copper companies with upside potential. More >

Rick Mills' Secret to Making Money off China's Stealth Metal Demand
Source: Sally Lowder of The Critical Metals Report  (12/4/12)
When it comes to supply and demand dynamics, Aheadoftheherd.com Publisher Rick Mills does his own math. China may make a show of its alleged copper surplus and Germany may downplay its need for efficient energy sources, but Mills foresees demand spikes in a number of specialty metals. In this interview with The Critical Metals Report, Mills discusses the positions he's establishing while looming supply shortages remain under the mainstream radar. More >

Will China's Trade Agenda Squeeze Fluorspar Supply?
Source: Peter Byrne of The Critical Metals Report  (11/27/12)
One of the world's leading experts on industrial chemicals explains the convoluted market for fluorspar, a component of many household products. In this interview with The Critical Metals Report, IHS Chemical's Ray Will explains how a rebound of the global supply of fluorspar is tied to the fluctuating trade agenda of the mineral's largest consumer, China. Learn why Canada and Mexico are poised to increase production of the valuable raw material using previously abandoned mines and new technologies. More >

Gareth Hatch: Supply Chain Economics Drive Rare Earths Stocks
Source: Brian Sylvester of The Critical Metals Report  (11/20/12)
There are few mining sectors where chemistry, metallurgy and the supply chain meet in such a complex yet potentially profitable way as rare earths. Companies must keep an eye perpetually toward the future, making prescient judgments about end-user demands and constantly evolving technologies. In this interview with The Critical Metals Report, Gareth Hatch, founding principal of Technology Metals Research and president and director of Innovation Metals Corp., gives an update about which projects are closest to production and which have the right recipe to entice customers. More >

321 Gold () ...

Angkor Gold Corp. (ANK:TSX.V) Angkor Gold Corp. is the first North American, publicly traded gold explorer in Cambodia. This gives it a first-mover advantage; it has the best relationships with local and national governments and t ...

Atico Mining Corp. (ATY:TSX.; 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 ...

Canada Fluorspar Inc. (CFI:TSX.V) Canada Fluorspar Inc. is developing a large fluorspar asset in St. Lawrence, Newfoundland, Canada, and is moving forward to reactivate existing underground fluorspar mines, expand an existing mill an ...

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:OTCBB) 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) 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 ...

Foran Mining Corporation (FOM:TSX.V) Foran Mining Corporation is a diversified exploration and development company with projects in central Canada's Flin Flon mining belt. The company's flagship McIlvenna Bay zinc-copper-gold-silver depo ...

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 ...

Frontier Rare Earths Ltd. (FRO:TSX) Frontier Rare Earths Ltd. is a mineral exploration and development company focused exclusively on the development of rare earths projects in southern Africa. The company's flagship asset is the Zandko ...

Geologix Explorations Inc. (GIX:TSX; GIXEF:OTCQX) Geologix Explorations Inc. is a mineral exploration company focused on acquiring, exploring and developing mineral resource opportunities with the potential to host world-class mineral deposits. The c ...

Global Minerals Ltd. (CTG:TSX.V; DPF:FSE) Global Minerals Ltd. is focused on the development of its 100%-owned Strieborná silver-copper-antimony deposit in eastern Slovakia, located in a historic mining district near the town of Roznava. The ...

Great Western Minerals Group Ltd. (GWG:TSX.V; GWMGF:OTCQX) Great Western Minerals Group Ltd. is engaged in becoming an integrated rare earth producer. The company currently produces specialty alloys that are used in the aerospace, automobile, computer and hig ...

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 ...

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 ...

Orbite Aluminae Inc. (ORT:TSX; EORBF:OTXQX) Orbite Aluminae Inc. is in the pre-commercialization phase of an innovative and clean technology that aims to become the new standard in alumina production due to its low processing costs and lack of ...

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 ...

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 ...

Puget Ventures Inc. (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 ...

Quest Rare Minerals Ltd. (QRM:TSX; QRM:NYSE.MKT) Quest Rare Minerals Ltd. is a Canadian-based, exploration company focused on identifying and discovering new world-class rare earth element deposit opportunities. The company is led by highly respecte ...

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 ...

Sunridge Gold Corp. (SGC:TSX.V) Sunridge Gold Corp. is exploring and developing the Asmara project in Eritrea in East Africa. Four NI-43-101-compliant mineral deposits have been successfully defined to date and a feasibility stu ...

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) 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 ...

Undur Tolgoi Minerals Inc. (UTM:CNSX) Undur Tolgoi Minerals Inc. is focused on creating sustainable shareholder value through the exploration and development of mineral assets in Mongolia, one of the world's largest undeveloped copper/gol ...

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 ...

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 >

Stability and Patience Are the Keys for Rare Earth Investing "House Mountain Partners' Chris Berry explained that an investment in the space now requires a 'belief in the management of a company and the location, the geo-political story surrounding the deposit.' And, more importantly a clear view of the company’s financial sustainability." - Geoff Candy, Mineweb (12/13/12) More >

Fear Versus Fundamentals in the Platinum Market Although the platinum market is now estimated to end the year in deficit, unless there's a new and even greater supply disruption, the existing recycling output will likely adapt and fill in the 2012 supply gap rather quickly, especially if prices move up. - Louis James, Casey Research (12/13/12) More >

A Critical Year in Review: What's Next? Every great mining story begins from the ground up. This is as true of critical metals as it is for gold and silver. Many investors took losses by chasing the pie-in-the-sky potential every publicly listed rare earth stock seemed to promise. Since its debut 18 months ago, The Critical Metals Report has focused on the goods in the ground, striving to present valuable insights on an oft-misrepresented sector, sharing related stories as they emerged. As the year comes to a close and we prepare to extend our coverage further, we are revisiting our most popular expert interviews from 2012. Yes, it's still rough out there for miners, but when you think nothing's looking up, look down. - The Critical Metals Report Editors (12/11/12) More >

Graphene: Thinnest Material Ever Made "Sheets of it are only one atom thick. Expect it in a gadget near you within five years." - The Economic Times (12/10/12) More >

China's Subsidies Give HREE Prices a Boost "Prices for heavy rare earths have not just stopped falling, but started moving up again." - Stuart Burns, MetalMiner (12/3/12) More >

Three Sharp Pencils in the Graphite Game "Graphite is next in line for a commodity boom." - Mickey Fulp, Mercenary Geologist (11/26/12) More >

Does China Really Want a Rare Earth Monopoly? "China's rare earth White Paper notes that China 'hopes countries and regions with abundant REE reserves will make active efforts in developing their own resources.'" - Hongpo Shen, ProEdge Wire (11/19/12) More >

Global Copper Production Under Stress "Increasingly we will see falling average grades being mined, mines becoming deeper, more remote and come with increased political and nationalization risk." - Rick Mills, Ahead of the Herd (11/14/12) More >

$16T of Platinum Could Be Extracted from Seawater "Space mining start-up Planetary Resources President Chris Lewicki made more than one eyebrow rise Wednesday as he wrote in his blog that about $16T of platinum is waiting to be extracted from our Earth's oceans." - Mining.com, Cecilia Jamasmie (10/31/12) More >

Serious Supply Concerns in Platinum Could Lead to Price Spike "Gold and silver have gained investors' attention as a store of wealth, while platinum has been significantly overlooked and undervalued." - Jeb Handwerger, Gold Stock Trades (10/29/12) More >

SA Gold Mines Resume Production as Strikes Draw to Close "The illegal strikes that spread throughout the South African mining sector have eased at three gold producers as workers returned and some mines resumed production." - Mining Weekly, Natasha Odendaal (10/29/12) More >

The Five-Minute Minute Guide to the Rare Earth Metal ETF "While there are a few major publicly traded rare earth miners in the U.S., the space remains fraught with individual company risk. As a result, many investors should take a closer look at this fund." - Carolyn Pairit, Seeking Alpha (10/29/12) More >

Three Tech Breakthroughs for Graphene Investors "Just in the month of October, three breakthroughs have proved how graphene isn't just opening new possibilities. . .it's closing in on tangible results." - Josh Grasmick, The Penny Sleuth (10/26/12) More >

Ames Laboratory Improving Process to Recycle Rare-Earth Materials "Scientists at the U.S. Department of Energy's Ames Laboratory are working to more effectively remove the neodymium, a rare earth element, from the mix of other materials in a magnet." - Phys.org (10/24/12) More >

Bolivia Faces Struggle to Revitalize Image Among Mining Community "Bolivia needs to attract foreign investment and know-how to continue developing vibrant, modern mining." - Mining Weekly, Simon Rees (10/22/12) More >

How The World Uses Rare Earth Metals: Infographic "Rare earth elements are crucial to maintaining our current economy, and crucial to developing a sustainable future." - VoucherCloud (10/22/12) More >

Why REE Mining Will Never, Ever Be the Same "Just as new technology enabled explorers to liberate petroleum locked within the oil sands, so too will it unlock critical metals for centuries to come." - Nick Hodge, Energy & Capital (10/20/12) More >

Gold's Fall Blamed on Speculative Sellers "Heading into the weekend, the gold price in dollars looks set for its second successive weekly fall, the first time this has happened since May." - Ben Traynor, BullionVault (10/19/12) More >

Copper Shenanigans from Beijing "According to the Beijing Antaike Information Development Co., copper consumption is expected to expand this year at the slowest rate since 1997." - Rick Mills, Ahead of the Herd (10/15/12) More >

Troubles in South Africa's Mining Sector Start to Affect the Economy "South Africa's strikes have now affected some 28% of its platinum production, or 17% of global production, according to the Deutsche team. It believes that production losses have the potential to drive up the price of platinum so that it trades at a premium to gold." - The Telegraph, Emma Rowley and Jessica Winch (10/14/12) More >

Fluorspar: Critical Mineral, Burgeoning Canadian Industry "As colourful and translucent as a gemstone, fluorspar has so many practical uses that it's gained EU designation as a critical mineral." - Joel Chury, Resource World (10/12/12) More >

Metals and Mining Stock Outlook "Lingering economic concerns, higher inflation expectations in many countries and the relentless Eurozone debt crisis will continue to drive gold prices this year." - Zacks Investment Research (10/11/12) More >

Increasing Demands of the Alternative Energy Sector "There has been a growing focus within the Canadian mineral exploration industry toward supplying materials for the high-tech and alternative technology sectors." - Nicole Engbert, Resource Investor (10/8/12) More >

The End of High-Grade Antimony Reserves in China—The Real Low Down "There has been a lot of hype about the state of Chinese antimony mining, but the facts are hard to find." - Kip Keen, Mineweb (10/5/12) More >

Australian Rare Earth Players Jockey for Position "Everyone is a potential winner when the starter's gun sounds but—by about halfway through the exploration-development equivalent of the 385-yard mark of the marathon—the field is very spread out." - ProEdge Wire, Robin Bromby (10/2/12) More >

Australian Rare Earth Players Jockey for Position "Everyone is a potential winner when the starter's gun sounds but—by about halfway through the exploration-development equivalent of the 385-yard mark of the marathon—the field is very spread out." - ProEdge Wire, Robin Bromby (10/2/12) More >

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)

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)

EGZ: High-Value Graphite in Madagascar The Critical Metals Report Interview with Stephen Riddle -"EGZ has found some good deposits in Madagascar." (5/29/12)

NGC: Bisset Creek Moving Right Along The Critical Metals Report Interview with Stephen Riddle -"I like NGC's deposit at Bissett Creek, Ontario." (5/29/12)

SGH: High-Quality Graphite in Quebec The Critical Metals Report Interview with Stephen Riddle -"SGH has picked up claims in Quebec, [which] produces good-quality graphite." (5/29/12)

TSM: Europe's Best REE Bet The Critical Metals Report Interview with Michael Silver -"TSM has a huge amount of yttrium, which has so many important applications." (5/22/12)

UCU: Dysprosium Powerhouse The Critical Metals Report Interview with Michael Silver -"UCU's Bokan Mountain in Alaska may have a greater percentage of dysprosium than any other deposit on the planet." (5/22/12)

ANK: Leading the Pack in Cambodia The Gold Report Interview with Richard Stanger -"I think it's safe to say ANK will be the next company up and running in Cambodia within a year or so." (4/18/12)

NGC: Bissett Creek, All-Star Project The Gold Report Interview with George Ireland -"NGC's management team has the right combination of geologic, mining and marketing smarts." (4/9/12)

DNI: Buckton Gets Bigger and Bigger The Gold Report Interview with Tom MacNeill -"The real value in the collective recovery of all DNI's metals is enormous." (2/17/12)

FMS: Lac Knife Graphite The Critical Metals Report Interview with Jack Lifton -"FMS' Lac Knife has M&I resources of approximately 8 Mt and is still open." (2/7/12)

NGC: Scalable Project Makes for Climbing Share Price The Critical Metals Report Interview with Jack Lifton -"We do not know of any other graphite deposit in the world that has NGC's scalability." (2/7/12)

SER: Next Graphite Supplier? The Critical Metals Report Interview with Jack Lifton -"SER has 100% interest in the Uley graphite deposit." (2/7/12)

MAT: Toyota Partnership Solidifies Success The Gold Report Interview with Alain-Jean Beauregard -"With a solid partner such as Toyota, MAT should be promised a successful future." (12/23/11)

QRM: Strange Lake Yields Familiar Results The Gold Report Interview with Alain-Jean Beauregard -"QRM was able to drill anomalous geochemistry anomalies, which correspond with TREO-rich peralkaline intrusions" (12/23/11)

MAT: Making Innovative Progress The Critical Metals Report Interview with Anthony Mariano -"MDL is considering monazite mining for China-independent LREEs." (12/13/11)