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World economies depend on metals—base, strategic, critical, platinum group and otherwise—to operate and grow. Each week we interview the leading experts, analysts and newsletter writers in this space for updates on how to invest in the companies that will supply the world's demand.
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Why Miners with Positive Cash Flow Deserve Your Attention: Philip Ker
Source: Brian Sylvester of The Gold Report (3/2/15)
Cash flow. Cash Flow. Cash flow. That's where investors should focus in 2015, says Philip Ker, mining analyst with PI Financial. Ker says that Canadian and Mexican gold producers are generating greater cash flow owing to a stronger U.S. greenback and more finely tuned mine plans. In this interview with The Gold Report, he shares his top stock pick for 2015 and some equity stories that could unlock further shareholder value with the drill bit. More >
Where is the Smart Money Going in Mining? Lawrence Roulston's Answer May Surprise You
Source: Kevin Michael Grace of The Mining Report (2/24/15)
Forget all the doom and gloom you hear about junior miners, says Lawrence Roulston, president of Quintana Resources Capital ULC. Canny investors should pay close attention to the flood of new money entering the sector and note carefully where it is going. In this interview with The Mining Report, Roulston presents a host of undervalued gold and silver miners with management that is not only advancing projects but, more important, enhancing shareholder value. As a bonus, many of these companies will likely be taken out at handsome premiums. More >
The Resource Maven Tells Investors How to Take Advantage of a Rising Happiness Index
Source: Kevin Michael Grace of The Gold Report (2/18/15)
The bottom is in, says Gwen Preston, founder of the Resource Maven, but the next bull market in gold hasn't yet arrived. In this interview with the The Gold Report, she argues that investors should concentrate on finding likely takeover targets and explains that these companies are often distinguished by strong investor and institutional backing. She identifies four such companies, as well as highlighting two exciting explorers and the one gold major best positioned for a robust recovery. More >
Jeb Handwerger: A Surge in M&As Proves that Gold Is Back
Source: Kevin Michael Grace of The Mining Report (2/17/15)
Gold stocks have been trading at huge discounts for years, but even rock-bottom prices couldn't entice takeover bids until the market hit bottom. The bottom is now here, says Jeb Handwerger, founder of GoldStockTrades.com, and M&As are off to a roaring start this year. In this interview with The Mining Report, Handwerger predicts a new record gold price within 18 months, and presents a host of gold and other metal equities poised to take off in 2015. More >
Global Insecurity Is Good for Gold, Says Mike Niehuser
Source: Kevin Michael Grace of The Gold Report (2/16/15)
International anxiety may be good for gold prices, as gold continues to have a place as a store of value in uncertain times, says Mike Niehuser of Scarsdale Securities. Lower energy prices and a stronger dollar may provide relief for precious metal miners, especially explorers and miners working outside the United States. Management teams that have been forced to adapt to survive should do well in an upturn, and in this interview with The Gold Report, Niehuser discusses a handful of companies that fit the bill, including one in renewable energy. More >
Hedge Against Short-Term Cycles with Lithium: Daniela Desormeaux
Source: Tom Armistead of The Mining Report (2/10/15)
Lithium is for long-term investors, says Daniela Desormeaux, founder of signumBOX. Its future will be driven by soaring demand for batteries for electric vehicles and electronics. In this interview with The Mining Report, Desormeaux notes that lithium is less dependent on short-term economic cycles than commodities like oil and copper, and says demand for lithium will grow faster than the global economy. The entry of new players to the market is making what was an oligopoly more diverse and competitive, and she highlights some of the exciting projects being developed. More >
The Companies Bob Moriarty Loves for the Long Term
Source: Karen Roche of The Gold Report (2/9/15)
The rapid and massive response when the Swiss unpegged the franc from the euro will ripple across the hedge fund, brokerage and financial systems. It also will infect other currencies, according to Bob Moriarty of 321gold.com. Gold, he believes, will be the last man standing. In this interview, he tells The Gold Report where he is looking for love among midtier gold and silver stocks and explains why he has no love for overpaid CEOs. More >
Stefan Ioannou: Bottom-Fishing Opportunities in Base Metals, Especially Zinc
Source: Brian Sylvester of The Mining Report (2/3/15)
Copper is off to a rough start in 2015 and while other base metals have also shown price weakness, zinc could finish 2015 strong, says Stefan Ioannou, mining analyst with Haywood Securities. He estimates that over the previous two years about 12% of global zinc production ceased and more will end soon, ultimately leading to a run in the zinc price in late 2015 and into 2016. In this interview with The Mining Report, Ioannou discusses his top zinc pick and some high-grade, low-cost copper producers with zinc production profiles. More >
Why Companies with Female Board Members Outperform Those Without: Amanda van Dyke
Source: JT Long of The Mining Report (1/27/15)
Women aren't necessarily better than men, but men and women on boards together make better decisions that lead to higher returns, according to a new study on the impact of women on the boards of mining companies. As a matter of good governance, Amanda van Dyke, chair of Women in Mining (UK), analyzed the performance of companies open to new ideas, including moving beyond the old boys' network, and found that they excelled in profitmaking, environmental and social sustainability, and a host of other factors. Imagine, she challenges shareholders in this interview with The Mining Report, how much more you could make on your investments if a critical mass of the talented and best women in the industry made it to the top. More >
Heiko Ihle: Back to Precious Metals Equity Investing Basics
Source: Brian Sylvester of The Gold Report (1/26/15)
Investing in mining equities can get rather complicated but Heiko Ihle, managing director at H.C. Wainwright & Co., says precious metals equity investors need to focus on just three criteria: jurisdiction, management and asset viability. In this interview with The Gold Report, he explains his rationale and discusses several of his preferred gold and silver names. More >
Which Commodity Horses Will Be Up and Which Down on Joe Reagor's Merry-Go-Round?
Source: Kevin Michael Grace of The Mining Report (1/20/15)
Metals are like horses in a merry-go-round, believes Joe Reagor of ROTH Capital—as some rise, others fall. In this interview with The Mining Report, Reagor explains how looming surpluses, shortages and reduced confidence in central banks will be negative for copper but positive for silver, gold, uranium and, especially, zinc. And he suggests a handful of companies in these sectors that look to be best in show. More >
Are You Ready for the January Effect?
Source: JT Long of The Mining Report (1/6/15)
As far back as 1942, economists have noted that small-cap companies in particular tend to surge at the beginning of the year in a cycle known as the January Effect. After the year we have seen in the natural resources space, The Mining Report checked in with sector experts to find out whether they are expecting this traditional gift, how they are preparing for it and what companies could benefit. More >
Chris Berry Identifies Commodity Companies with the Disruptive Advantage
Source: JT Long of The Mining Report (12/30/14)
Globetrotting Chris Berry, founder of House Mountain Partners, finds most retail and institutional investors sitting on the sidelines waiting to see where the energy sector is headed before jumping back into the game. Game-changing disruptive technologies or sustainable end-user agreements are what companies need to succeed and he shares some likely names in the cobalt, lithium, nickel, graphite—even uranium—spaces in this interview with The Mining Report. More >
Be Bold and Seek the Sizzle, Says VSA Capital's Paul Renken
Source: Brian Sylvester of The Mining Report (12/16/14)
It's time to be bold, says Paul Renken, senior geologist and analyst with London-based VSA Capital. He seeks the "sizzle," or the narrative, in mining equities because the sizzle moves the story. But Renken remains selective and likes to see a significant discovery or acquisition that provides a clear path to investor returns. In this interview with The Mining Report, he recommends a veritable laundry list of companies in numerous commodities operating around the world. More >
Robert Baylis: A Taste for Tungsten—Finding the Sweet Spot for Investors
Source: Brian Sylvester of The Gold Report (12/8/14)
Finding the right combination of factors for an investable tungsten operation is no easy matter, says Robert Baylis, managing director of London-based Roskill. Much of the tungsten space is held privately, but some publicly traded equities offer leverage to future demand growth. In this interview with The Gold Report, Baylis says investor success in this space depends on finding that sweet spot where low capital and operating costs act as the honey needed to lure end users into offtake agreements or outright takeovers. More >
So Bad It's Good: Surviving 2014
Source: JT Long of Streetwise Reports (11/25/14)
As we approach Thanksgiving in the States, Streetwise Reports
reached out to some of our most popular experts for perspective on the natural resource market during this volatile time. While some thought 2014 was so bad it was good—for contrarian investors—others will be all too happy to see the year in the rearview mirror. More >
Smart Oil is Cheap Oil: Rudolf Hokanson
Source: Peter Byrne of The Energy Report (11/25/14)
Even a global economic growth slowdown will not seriously impact the future of the shale oil patch, Rudolf "Rudy" Hokanson tells The Energy Report. The Barrington Research analyst's job is to think long and hard about the target prices he assigns to the best and brightest junior firms playing in the Bakken and other shales. He likes smart managers—the ones who know how to reduce costs at the wellhead while improving the flow of oil, gas, and liquids—and provides the names of companies with such managers at the helm. More >
Credit Suisse Analyst Michael Slifirski: New Non-Chinese Graphite and Vanadium Supply Could Create New Demand
Source: JT Long of The Mining Report (11/18/14)
More may really be better for end users and mining companies when it comes to graphite. Credit Suisse Analyst Michael Slifirski sees something a lot bigger than a zero-sum game in minerals. In this interview with The Mining Report, he explains how a steady source of graphite and vanadium from outside China could create whole new markets for energy storage and aluminum anodes. And he knows just the company to convince manufacturers to make the commitment. More >
Chen Lin Says Gold Miners Need to Produce at $1,000/oz or Less to Survive
Source: Kevin Michael Grace of The Gold Report (11/17/14)
How low can gold go? Chen Lin expects a probable near-term low of $1,000/ounce. The author of the What is Chen Buying? What is Chen Selling? newsletter says that at that price we can expect a bloodbath of companies, both large and small. Gold cannot be kept down forever, however, and once the bottom is in, those miners that have survived will be in an enviable position, able to buy lucrative assets at bargain prices. In this interview with The Gold Report, Lin identifies several producers and one near-term project uniquely positioned for the next bull market. More >
Rocks to Riches with Thomas Schuster
Source: Peter Byrne of The Gold Report (11/12/14)
The key to finding gold is understanding the rocks. Thomas Schuster is a geologist and mining analyst with a deep understanding of where the gold hides. In this interview with The Gold Report, he talks about a number of gold explorers whose rocks are starting to shine. And gold is ready to come back strong, he says, as global reserves melt away. More >
Jack Lifton Says Innovation Is the Key to REE Independence
Source: JT Long of The Mining Report (11/11/14)
China's geology, cost structure and disregard for environmental degradation have led to rare earth world domination. But the landscape is changing. In this interview with The Mining Report, industry expert Jack Lifton shares his vision for a world where centralized modern processing could make it possible for mining companies in the United States, Europe and Australia to start producing truly critical materials with small capex. More >
Frank Holmes Talks No-Drama Investment Strategy
Source: JT Long of The Gold Report (11/10/14)
Frank Holmes' advice to investors? Chill. In his interview with The Gold Report, the veteran commodities investor shares some strategies that help him "sit back and stay balanced," namely by diversifying and following the money. Find out about the indicators Holmes watches to read the market's pulse, and why a +/- 35% move for gold doesn't keep him awake at night. Holmes also profiles his favorite mining stocks, including one that generates what could be the highest per-employee revenue in the world. More >
Paul Adams: Macro Trumps Micro in Resource Sector
Source: Brian Sylvester of The Gold Report (11/3/14)
Investors in Australia's junior mining sector are feeling the same pain as those in North America but Paul Adams, an analyst with brokerage firm DJ Carmichael in Perth, believes select junior resource companies will outperform the broad markets as macro-level events impact certain commodities. In this interview with The Gold Report, Adams suggests that strong demand fundamentals in nickel, zinc and uranium could mean better years ahead for equities with exposure to those commodities. Adams also discusses DJ Carmichael's new investment strategy and several companies that fit into it.
Oliver Gross Says Peak Gold Is Here to Stay
Source: Kevin Michael Grace of The Gold Report (10/27/14)
The wave of zero-interest liquidity washing over the financial world could result in a short-term gold bottom of $1,000 per ounce, reports Oliver Gross of Der Rohstoff-Anleger (The Resource Investor). The good news is that Peak Gold is here to stay, which means that midtier producers will soon be desperate to buy low-cost, high-quality deposits. In this interview with The Gold Report,
Gross argues that this could be the opportunity of a lifetime for contrarian investors, and suggests a half-dozen best bets to be taken out.
Stefan Ioannou: Copper, Nickel and Zinc Won't Be Cheap for Long
Source: Kevin Michael Grace of The Mining Report (10/21/14)
The all-powerful U.S. dollar is currently hammering base metals and base metal equities. Haywood Securities Mining Analyst Stefan Ioannou says that increasing demand and near-term supply shortages make base metals a bargain that won't last. In this interview with The Mining Report, Ioannou argues that juniors with good deposits and low costs are in a unique position to benefit, and lists several companies that look to do just that. More >
John Kaiser's Tips for Escaping the Resource Sector Swamp Alive
Source: JT Long of The Mining Report (10/14/14)
What if the goldbugs are wrong and fiat currency isn't going to throw the world into hyperinflation? What if, instead, a steadily growing economy and a new awareness of the importance of having security of supply for critical metals, along with a big exciting discovery that heats up the resource sector, are what pull sinking gold and silver prices and their related mining companies out of the muck? If so, John Kaiser tells The Mining Report that he has set his sights on the dozen companies that would star in this horror-turned-romantic epic adventure. More >
The Best Offense Remains a Good Defense: M Partners' Derek Macpherson
Source: JT Long of The Mining Report (10/7/14)
With a strong dollar currently depressing the precious metals prices, M Partners Mining Analyst Derek Macpherson believes that fundamentals will kick in eventually and bring prices back up. In this interview with The Mining Report, he advises investors to look for low-risk companies on solid footing and discusses some of his favorite names that are poised to come out fighting. More >
Catalyst Check: Natural Resources Watchlist at Three Months
Source: JT Long of The Gold Report (10/6/14)
At the Cambridge House Canadian Investment Conference in June, The Gold Report Publisher Jason Mallin asked a panel of experts picking a portfolio of stocks with upside potential for the 2014 Streetwise Reports Natural Resources Watchlist what they wanted to see in an equity. As always, Sprott US Holdings Inc. CEO Rick Rule, summed up the ideal beautifully. "We like reality at a discount," he said. Now that three months have passed, we decided to check in with Rick and co-panelists Joe Mazumdar from Canaccord Genuity and Keith Schaefer from Oil & Gas Investments Bulletin to see how that reality is playing out. You can always check the portfolio in real time at the Portfolio Tracker. More >
Kal Kotecha: Going Against the Grain in Five Names
Source: Brian Sylvester of The Mining Report (9/30/14)
Economics professor and newsletter writer Kal Kotecha says to obtain superior results, you cannot do what everyone else is doing. He maintains that much of the risk associated with junior resource equities has been beaten out by the herd mentality and that selectively buying what's left presents mind-boggling opportunity. Kotecha shares some of those names in this interview with The Mining Report.
Richard Karn's Advice for Avoiding the Walking Dead
Source: Special to The Gold Report (9/24/14)
Starved of cash, nearly 150 mining companies listed on the Australian Stock Exchange went into bankruptcy during the fiscal year
that ended June 30, and another 23 have gone under since then. Richard Karn, managing editor of the Emerging Trends Report, believes a fresh wave of failures is expected when the quarter ends September 30, and a major shakeout at some point appears likely. But the situation isn't grim for all the specialty metal companies down under. In this interview with The Gold Report, Karn shares a handful of names with the wherewithal to survive the onslaught. More >
Sprott Fund Manager Jason Mayer's Guide to Resource Stock Profits
Source: JT Long of The Mining Report (9/23/14)
Miners are having a tough time getting funded, and although Canadian oil and gas has performed well over the last few quarters, some companies might be overvalued. No wonder investors are confused. In this interview with The Mining Report, Jason Mayer of Sprott Asset Management examines near- and long-term plays that look poised to deliver returns, and shares his criteria for selecting profitable investments in volatile resource markets. More >
Jeff Desjardins and James Fraser Look at Junior Miners in a Way that May Surprise You
Source: Brian Sylvester of The Mining Report (9/16/14)
It's never too late to find a new way to evaluate mining companies, and Jeff Desjardins and James Fraser of Tickerscores.com have developed one based on over 20 different criteria. Add in some near-term catalysts and the wheat separates from the chaff. In this interview with The Mining Report, Desjardins and Fraser share the names of companies with some of Tickerscores.com's highest junior mining scores. More >
Where to Look for Yield During a Time of Low Gas Prices: Elliott Gue
Source: Peter Byrne of The Energy Report (9/11/14)
With gas prices stuck at historic lows for the foreseeable future, bored investors can look toward master limited partnerships to increase profit yields on energy portfolios. Elliott Gue, energy investment strategist of Capitalist Times, spends his day finding great energy deals in the margins and curves. In this interview with The Energy Report, Gue does the dirty work and gives us his strategy so that investors can golf, yacht, and have fun without worrying about losing the value of their savings to inflation. More >
Filipe Martins: African Miners that Can Generate Cash Flow and Dividends
Source: Kevin Michael Grace of The Mining Report (9/9/14)
Low all-in gold cash costs are a good thing, says London-based GMP Securities Analyst Filipe Martins, but they don't tell the whole story. In this interview with The Mining Report, Martins argues that the best companies are those with strong free cash flow yields and a view to return cash to investors. Many of these companies have gold, copper, titanium and graphite projects in Africa, which boasts low-risk jurisdictions in addition to high-grade geology. More >
Canaccord's Luke Smith: Five Aussie Companies with Cash Flows, Low Costs and MOUs
Source: Kevin Michael Grace of The Mining Report (8/26/14)
Now more than ever, only select mining companies are attracting investors. Luke Smith, head of mining research for Canaccord Genuity in Melbourne, argues that low costs, increasing cash flows and improved net cash positions are crucial for gold companies. Solid contracts with end-users and strong institutional support are crucial for commodities. In this interview with The Mining Report, Smith highlights two undervalued Australian gold companies and three Australian companies in graphite and lithium that have already seen explosive share growth and appear poised for even greater gains. More >
Fund Adviser Björn Paffrath's Mantra: In the End, Performance Matters
Source: Brian Sylvester of The Mining Report (8/19/14)
Björn Paffrath, Switzerland-based fund adviser and newsletter writer, says there is certainly an elevated risk of a correction in the broad market but the upside in the mining sector is worth looking at as the market turns. Paffrath expects more M&A activity in the fall and says he's always looking for opportunities that really impact the performance of the funds. In this interview with The Mining Report, Paffrath shares some silver, base metals and tungsten positions. More >
Paul Renken: Bottom-Fishing for the Best Junior Resource Equities
Source: Brian Sylvester of The Gold Report (7/28/14)
It's the lazy days of summer and Paul Renken, senior geologist and analyst with VSA Capital, is bottom-fishing. He sees a lot of value in unloved resource equities and spends much of his time sifting through the lot to find juniors that will get the increasingly sparse financing needed to turn potential into production. Renken offers an abundant catch of equity picks in this interview with The Gold Report. More >
Doug Loud and Jeff Mosseri: Three Reasons Why Gold and Gold Stocks Will Rise
Source: Kevin Michael Grace of The Gold Report (7/23/14)
It's hard to see the present until it's in the past. What does this mean for gold? Money managers Doug Loud and Jeff Mosseri of Greystone Asset Management say that a bull market may have already begun. All the signs are there: rising political tension, a shortage of new supply and a cull of the weakest stocks. In this interview with The Gold Report, Loud and Mosseri list a dozen gold, silver and copper companies that should ride the crest of the wave. More >
Jocelyn August: Upcoming Catalysts for Precious and Base Metals, Uranium and Oil and Gas Plays
Source: Brian Sylvester of The Mining Report (7/22/14)
Timing the market is sometimes more important than finding the right equities. But if you can time the market and find the right equities, that can be the most direct path to success. Jocelyn August, senior analyst and product manager with Sagient Research's CatalystTracker.com, follows catalysts that move resource stocks with regularity, sometimes 10% or more. In this interview with The Mining Report, August discusses some upcoming catalysts in the precious and base metals spaces, and names others in uranium and oil and gas. More >
Tom Hayes' Trio of Rare Earth Project Contenders
Source: Kevin Michael Grace of The Mining Report (7/15/14)
It's not the size of a rare earth elements project resource that determines its success, declares Tom Hayes of Edison Investment Research. In this interview with The Mining Report, he explains that companies will win based on their holdings of heavy and strategic rare earths and their ability to secure funding. With the race on to develop non-Chinese REE sources, he suggests three projects likely to end up on the podium. More >
Thomas Schuster's Five Stocks to Buy and Hold
Source: Kevin Michael Grace of The Gold Report (7/14/14)
Consulting Mining Analyst Thomas Schuster looks at the longer term in mining. He is bullish on gold but cautions that we won't see an end to the bear market in precious metals equities until financing again becomes readily available. In this interview with The Gold Report, the publisher of the "Rocks To Riches" research reports presents five companies in gold, silver and niobium with the management and projects to ride out the storm. More >
Luisa Moreno: Graphite, Lithium and REEs Essential to Hot Technologies
Source: Brian Sylvester of The Mining Report (7/8/14)
Graphite. Lithium. Rare earth elements. What do these metals and minerals have in common? They are playing bigger and more critical roles in widely used big kid toys like smartphones, tablets and electric vehicles. Investors can't stay on top of every hot commodity but Luisa Moreno, mining analyst with Euro Pacific Canada, offers some companies developing graphite, lithium and REE resources for the toys and technology of the future in this interview with The Mining Report. More >
David H. Smith: PGMs Will Lead the Charge of the Bulls
Source: Brian Sylvester of The Gold Report (7/7/14)
Precious metals investors have endured much hardship during the recent bear market but David H. Smith, senior analyst with David Morgan's The Morgan Report, believes that another secular bull market in precious metals is already underway. In this interview with The Gold Report, Smith says that platinum group metals will lead the resurgence and have a favorable long-term risk/reward ratio. He outlines some PGM, gold and silver companies that can grab the bull by its horns. More >
Rick Mills' Econ 101—Rising Demand and Falling Supply Equals Higher Metals Prices
Source: Kevin Michael Grace of The Mining Report (7/1/14)
Juniors can't fund their projects, which means that the majors' reserves will continue to shrink. Rick Mills argues that this process can have but one result: higher metals prices across the board. In this interview with The Mining Report, the owner and host of Ahead of the Herd.com highlights a half-dozen gold, silver, copper and nickel companies that will leverage these high prices, and introduces us to a Canadian company's unique cobalt project in Russia. More >
Brent Cook's Tips for Finding Juniors that Can Survive the Dust Bowl
Source: JT Long of The Mining Report (6/24/14)
As romantic as the idea of the gold explorer who strikes it rich in lightning fashion is, the far more common tale is one of hard work and persistence. For investors, that means doing due diligence to search out the likely success stories. In this interview with The Mining Report, Brent Cook of Exploration Insights shares the telltale signs of success he looks for in the junior gold, phosphate and uranium sectors and discusses the synergies that stand to benefit some recent mergers. More >
It's Not About Discovering a Mine, It's About Discovering a Technology
Source: JT Long of The Mining Report (6/17/14)
Michael and Chris Berry are back for The Mining Report's second annual father-son interview in honor of Father's Day. While they don't agree on everything, they are aligned on the importance of disruptive discoveries to help companies succeed even in a sideways market. Flexibility and selectivity are their long-term strategies in any sector, from precious metals to commodities to rare earths. More >
Less Correlation Among Commodities Demands More Careful Selection: Philip Richards
Source: JT Long of The Gold Report (6/16/14)
Commodities from coal to gold once traded in close correlation, but today the graph looks helter-skelter. This means Philip Richards of RAB Capital has had to think on his feet when choosing names for his company's Special Situations Fund. In this interview with The Gold Report, Richards explains how commodities markets have changed in recent years, and he lists companies of interest in the gold, silver, nickel, vanadium, zinc and oil and gas sectors. More >
Mark Seddon's Catch-22: We Need More Tungsten, But Projects Can't Find Funding
Source: Kevin Michael Grace of The Mining Report (6/10/14)
Even as demand rises steadily, the world's largest non-Chinese tungsten mine will be exhausted by next year. So investors should be lining up to fund new mines, right? Not a bit of it, says analyst Mark Seddon of Tungsten Market Research. In this interview with The Mining Report, Seddon argues that a supply shortage could mean much higher prices, leading to handsome profits for those companies that get to market soonest. More >
Finally, Good News for Mining in Peru: Ricardo Carrión and Alberto Arispe
Source: Peter Byrne of The Mining Report (6/3/14)
Ricardo Carrión and Alberto Arispe of Peru-based Kallpa Securities have a boots-on-the-ground view of the politics, legal battles and investment climate for precious metals mining in the Andes. In this interview with The Mining Report, Arispe and Carrión detail the new, positive developments afoot in this region and explain why investors should get involved now, before the rest of the world catches on.
Ian Parkinson's Copper and Gold Names for a Fresh Round of M&A
Source: Brian Sylvester of The Gold Report (6/2/14)
Growth for the sake of growth is over, but that doesn't mean mergers and acquisitions in the mining space are finished, says Ian Parkinson, director of equity research-mining with GMP Securities L.P. Parkinson expects a fresh round of takeover bids for underperforming single asset producers and developers that could move the needle for state-owned enterprises and multinationals. In this interview with The Gold Report, we picked Parkinson's brain for some likely targets. More >
Alkane Resources Ltd. (ALK:ASX; ANLKY:OTCQX;) Alkane Resources Ltd. is a multicommodity mining and exploration company with a focus on gold, copper, zirconium, niobium and rare earths. Its projects and operations are located in the central west o ...
AMG Advanced Metallurgical Group N.V. (AMVMF:OTC) ...
Arianne Phosphate Inc. (DAN:TSX.V; DRRSF:OTCBB; JE9N:FSE) Founded in 1997 under the name Arianne Resources Inc. and listed on the Toronto Stock Exchange in 2003, Arianne Phosphate Inc. is a Canadian mineral exploration company now focused on developing its L ...
Balmoral Resources Ltd. (BAR:TSX; BAMLF:OTCQX) Balmoral Resources Ltd. is a Vancouver-based precious metal exploration and development company focused on the delineation of both high-grade gold and nickel-copper-PGE discoveries on its wholly owned ...
Callinex Mines Inc. (CNX:TSX.V; CLLXF:OTCQX) Callinex Mines Inc. is a Canadian exploration company focused on discovering the next polymetallic volcanogenic massive sulfide (VMS) mine within Manitoba's prolific Flin Flon mining district. The com ...
Carbine Tungsten Ltd. (CNQ:ASX) Carbine Tungsten Ltd. has become a tungsten concentrate producer from its flagship project, the Mt. Carbine tungsten mine, in Far North Queensland. Historically, Mt. Carbine produced 40% of Australia' ...
Century Aluminum Co. (CENX:NASDAQ) ...
Commerce Resources Corp. (CCE:TSX.V; D7H:FSE; CMRZF:OTCQX) Commerce Resources Corp. is an exploration and development company with a particular focus on developing its Blue River tantalum and niobium deposit (British Columbia) and its Ashram rare earth elemen ...
CopperBank Resources Corp. (CBK:CSE) CopperBank Resources Corp. is a public company that has been created to consolidate prospective copper assets in low-risk jurisdictions. The company holds both the Contact project in Nevada and the P ...
Energizer Resources Inc. (EGZ:TSX.V; ENZR:OTCQX) Energizer Resources Inc. is a mineral exploration and mine development company based in Toronto, Canada, that is developing its 100%-owned, flagship Molo graphite project in southern Madagascar. Molo ...
Excellon Resources Inc. (EXN:TSX; EXLLF:OTCPK) Excellon Resources Inc.'s 100%-owned La Platosa mine in Durango is Mexico's highest-grade silver mine, with lead and zinc byproducts making it one of the lowest cash cost mines in the country. The com ...
Excelsior Mining Corp. (MIN:TSX.V) Excelsior Mining Corp. is developing the world’s largest low-cost in-situ copper project within the copper porphyry belt of Arizona. Based on an initial production rate of 110Mlb/year and a US$2.75/lb ...
Exeter Resource Corp. (XRA:NYSE.MKT; XRC:TSX; EXB:FSE) Exeter Resource Corp.'s flagship Caspiche project is well located in Chile's Maricunga district, which has good infrastructure and is in close proximity to other large scale mining operations and proj ...
Focus Graphite Inc. (FMS:TSX.V; FCSMF:OTCQX; FKC:FSE) Focus Graphite Inc. is a midtier junior mining development company, a technology solutions supplier and a business innovator. The company aims to become one of the lowest-cost producers of technology ...
Franco-Nevada Corp. (FNV:TSX; FNV:NYSE) Franco-Nevada Corporation is a resource royalty and investment company owning a diversified portfolio of precious and base metal royalties, oil and natural gas royalties and other interests. The portf ...
Grafoid Inc. () Grafoid Inc. is a privately held graphene research, development and investment company partnered with Focus Graphite Inc., owner of the high-grade Lac Knife technology graphite deposit in Quebec. Graf ...
Largo Resources Ltd. (LGO:TSX.V) Largo Resources Ltd. is a growing strategic mineral company with projects in Brazil and Canada. The immediate goal of the company is to to ramp up production at its Vanadio de Maracás Menchen mine. La ...
MAG Silver Corp. (MAG:TSX; MVG:NYSE) MAG Silver Corp. is focused on district-scale projects located within the Mexican Silver Belt. Its mission is to become one of the premier companies in the silver mining industry. MAG is conducting on ...
Mamba Minerals Ltd. (MAB:ASX) ...
Mandalay Resources Corp. (MND:TSX) Mandalay Resources Corp. is a Canadian-based natural resource company with producing assets in Australia and producing and exploration projects in Chile. The company is focused on executing a roll-up ...
Mason Graphite Inc. (LLG:TSX.V; MGPHF:OTCQX) Mason Graphite Inc. is a Canadian mining company focused on the exploration and development of its 100%-owned Lac Guéret graphite project, located in northeastern Québec. The graphite grade on this pr ...
Medallion Resources Ltd. (MDL:TSX.V; MRD:FSE; MLLOF:OTCQX) Medallion Resources Ltd. is rethinking rare earths. Headed by Dr. Bill Bird and supported by an experienced technical team, the company is well positioned to identify and exploit the world's most prom ...
Midland Exploration Inc. (MD:TSX.V) Midland Exploration is a dynamic and aggressive mineral exploration company focused on gold, base metals and REE mine discoveries in one of Canada's richest mining provinces, Quebec. The company is le ...
Mkango Resources Ltd. (MKA:TSX.V) Mkango Resources Ltd. is a mineral exploration and development company with a mission to maximize shareholder value while spearheading the development of mining in Malawi and implementing meaningful a ...
Namibia Rare Earths Inc. (NRE:TSX; NMREF:OTCQX) Namibia Rare Earths Inc. is a Canadian public company focused on the accelerated development of its 100%-held Lofdal rare earth project in Namibia. Lofdal is an early-stage, district-scale exploration ...
North American Nickel Inc. (NAN:TSX.V) North American Nickel Inc. is a mineral exploration company with 100%-owned properties in Maniitsoq, Greenland; Sudbury, Ontario; and the Thompson Nickel Belt in Manitoba. The Maniitsoq property in Gr ...
Northern Minerals Ltd. (NTU:ASX) Northern Minerals Ltd. is poised to become the world's next producer of dysprosium at its Browns Range HREE project in northern Australia. Following a milestone year, the company is significantly adva ...
Orvana Minerals Corp. (ORV:TSX) Orvana Minerals is a proven gold producer with significant growth opportunities and a strong balance sheet. The company owns and operates the Don Mario Mine in eastern Bolivia and is developing two ot ...
Pasinex Resources Ltd. (PSE:CNX) Pasinex Resources Ltd. is a base and precious metals company with a particular focus on exploration in Turkey. Pasinex has a joint venture with Turkish mining company Akmetal AS to explore for zinc an ...
Pilot Gold Inc. (PLG:TSX) Pilot Gold Inc. is a gold exploration company led by a proven technical team that continues to discover and define high-quality projects featuring strong grades and meaningful size in mining-friendly ...
PolyMet Mining Corp. (POM:TSX; PLM:NYSE.MKT) PolyMet Mining Corp. is a publicly traded company exclusively focused on developing the NorthMet copper-nickel-precious metals project, through its wholly owned subsidiary, PolyMet Mining Inc. The Nor ...
Prima Diamond Corp. (PMD:TSX.V) Prima Diamond is focused on diamond exploration in the Slave Craton, Northwest Territories, Canada, which is host to the Daivik, Ekati, and Snap Lake diamond mines. The Prima diamond properties are si ...
Sierra Metals Inc. (SMT:TSX) Sierra Metals Inc. is a Canadian mining company focused on precious and base metals from its Yauricocha mine in Peru, and its Bolivar mine and Cusi mine in Mexico. In addition, Sierra Metals is explor ...
Soltoro Ltd. (SOL:TSX.V) Soltoro Ltd. is defining further resources on its El Rayo and Tecolote properties in Mexico. These projects make up the eastern portion of the Guachinango district and Cayden Resources Inc.'s El Barqu ...
Source Exploration Corp. (SOP:TSX.V) Source Exploration Corp. is a Canadian exploration and development company exploring for gold, silver and copper in historic mining districts in Mexico. The company's team is a highly successful group ...
Syrah Resources Ltd. (SYR:ASX) Syrah Resources Ltd. is an Australian resource company that is rapidly progressing its flagship Balama graphite and vanadium project in northern Mozambique, which hosts one of the world's largest reso ...
Thor Mining Plc (THR:LSE; THR:ASX) ...
Trevali Mining Corp. (TV:TSX; TV:BVL; 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 ...
Ucore Rare Metals Inc. (UCU:TSX.V; UURAF:OTCQX) Ucore Rare Metals Inc. is a development-phase mining company focused on establishing rare metal resources with near-term production potential. With multiple projects across North America, Ucore's prim ...
Virginia Mines Inc. (VGQ:TSX) Virginia Mines Inc. is a mining exploration company with a royalty of 2.2% on the world-class Eleonore gold deposit, which is in a new district that is now considered a new mining camp. Virginia works ...
Wellgreen Platinum Ltd. (WG:TSX; WGPLF:OTCPK) Wellgreen Platinum Ltd. is a Canadian mining exploration and development company focused on the active advancement of its 100%-owned Wellgreen PGM-nickel-copper project toward production. Located in C ...
A Fickle Exploration Ranking "If we're getting a perspective on exploration potential in a more perfect world without major obstacles to prospecting (like war and drug runners), it's one polluted by erratic confidences." - Kip Keen, Mineweb (3/2/15) More >
What Mining Insiders Had to Say at Indaba this Month "There's a new supply-demand dynamic as China decelerates, with no other large market in position to fill the void." - Byron King, The Daily Reckoning (2/24/15) More >
Potential Rebound Ahead for Global Copper: Credit Suisse "Credit Suisse anticipates that copper prices will be capped at around $6,600 per tonne and $3 per pound." - Dorothy Kosich, Mineweb (1/26/15) More >
Despite Lifting Rare Earths Export Quotas, China Could Still Manipulate Market "The rare earths industry was in a state of consolidation after a Chinese export clampdown prompted a rapid spike in prices in 2010/11." - Henry Lazenby, Mining Weekly (1/9/15) More >
The Copper Denominator: Gianni Kovacevic Gianni Kovacevic, the author of "My Electrician Drives a Porsche?" and executive chairman of CopperBank Resources Corp., takes a scientific view of historical, social and environmental trends in energy usage and identifies copper as the common denominator. As global energy usage increases, most of that energy flows through copper. In this interview with The Gold Report, Kovacevic discusses how his book explains his approach in understanding copper's investment opportunity in a scientific context, and the role of the company he founded to take advantage of this secular trend. - J. Alec Gimurtu of The Gold Report (12/15/14) More >
Can Coal Endure Competition, Anti-Carbon Lobby? "The switch in the U.S. Senate recently following the mid-term elections is beneficial for the industry, as the incoming majority remains opposed to the EPA's tough regulatory regime. But it's hard to know to what extent they can help the industry given the existing rules/statues in place already." - Zacks Equity Research (11/17/14) More >
To Buy or to Break Up? Dueling Themes Emerge in Mining Sector Downturn "Analysts recommend different tonics to ailing miners amid the mining sector downturn." - Kip Keen, Mineweb (10/30/14) More >
Why One Firm Would Buy Over Half the LME's Copper Stocks "LME stocks are used as an emergency source of supply, and having a monopoly over them could allow one to charge higher prices." - Teresa Matich, Resource Investing News (10/27/14) More >
A Year of Hard-Wrought Lessons for Platinum "Mechanization is becoming more viable; we're going to see a more skilled workforce..." - Duduzile Ramela, Moneyweb (10/20/14) More >
Will Russia and South Africa Become the OPEC of Platinum? "Bloomberg reported last Wednesday that Russia and South Africa will meet next month to discuss their mutual interest in the white metals, and the possibility of bolstering prices." - Teresa Matich, Resource Investing News (10/12/14) More >
The History of Metals "The development of civilization has relied heavily on the discovery of metals." - Visual Capitalist (10/8/14) More >
Deutsche Bank Favors Base Metals over Precious Metals "Base metals are preferred over bulks and precious metals, said Deutsche Bank analysts in a recently published third-quarter preview." - Dorothy Kosich, Mineweb (10/6/14) More >
Nickel Pulls Back, But Still Looks Strong Although LME nickel prices retreated to US$7.80/lb in late September, Scotiabank Economist Patricia Mohr forecasts "The supply and demand balance for nickel in China is still expected to tighten noticeably by early 2015. - Dorothy Kosich, Mineweb (9/30/14) More >
Rick Rule: Seeing a Bullish Transition in Junior Gold Miners "The market itself is very healthy. You are seeing a transition. . .a transition that doesn't suggest, but rather screams that [junior resource issues are] under accumulation—which is a very, very bullish sign." - Tekoa Da Silva, SprottGlobal Resource Investments (9/26/14) More >
Commodities Capitulation—A Blip or the Start of Something More? "By most accounts, commodity prices are at five year lows. Almost everything, from gold to silver to iron ore to wheat to corn, is falling—hard. ." - Chris Berry, Disruptive Discoveries Journal (9/22/14) More >
Today's U.S. 'Baby' Will Consume 3 Mlbs Metals and Minerals In Lifetime "The projected lifetime consumption of metals and minerals by today's U.S. baby extrapolated across the world presents an enormous challenge for the global resource sector." - Lawrence Williams, Mineweb (9/1/14) More >
CEOs in Mining The CEOs of the top 25 gold, silver, copper, coal and base metals mining companies in the world are profiled in this infographic. - Visual Capitalist (8/20/14) More >
Minerals Versus Marijuana "Rule, Casey, Cook, and James say now is the time to invest in natural resource plays, not run for high-tech or a product to get high with." - Douglas French, The Daily Reckoning (8/19/14) More >
Like Gold, Base Metal Stocks Offer Huge Investment Opportunities "Base metals stocks have been some of the best performers so far this year as they have risen off their nadirs." - Lawrence Williams, Mineweb (8/1/14) More >
2014 Commodities Halftime Report "After a disappointing 2013, the commodities market came roaring back full throttle, outperforming the S&P 500 Index by more than four percentage points and 10-year Treasury bonds by more than six." - Frank Holmes, U.S. Global Investors (7/14/14) More >
Palladium Price Soars to 13-Year High "Palladium's performance sets it apart from platinum. While platinum prices have been strong lately, reflecting the aftermath of the platinum sector strike in South Africa, that movement pales in comparison to palladium." - Kip Keen, Mineweb (7/7/14) More >
Canada Could Become REE Powerhouse. . .with Some Help The Canadian government could be doing more to fund REE academic and industry research and development, says a Canada House of Commons report. - Dorothy Kosich, Mineweb (6/30/14) More >
Bigger than Gold: It's Time to Buy the Precious Metal That's Primed to Double "For perspective, there were 5.4B cell phones on the planet in 2009. By the end of this year, estimates are that there will be 8B. It's going to take a lot of palladium for the world to keep talking, texting and tweeting." - Peter Krauth, Money Morning (6/23/14) More >
This Metal Problem Could Ignite China's Smoldering Crisis "Despite some limited potential weakness in the very near term, the global picture for base metals looks to be heating up from both a supply and demand perspective." - Peter Krauth, Money Morning (6/16/14) More >
Tesla's Gigafactory: The Critical Minerals Impact "At a time when supply chain security, transparency and responsibility are becoming central concerns for both manufacturers and consumers, IM Data discusses Tesla Motors' plans to build the world's biggest lithium-ion battery plant and the impact it could have on demand for critical minerals: graphite, lithium and cobalt." - Simon Moores, Industrial Metals (6/6/14) More >
North American REE Exploration & Development "Globally, the greatest proportion of demand for REEs is for application in magnets; though in the U.S. the majority of demand is in catalysts for petroleum refining, chemical processing and catalytic converters." - Derek Hamill, Zimtu Capital Corp. (5/19/14) More >
New, More Transparent, Contracts to End Africa's Resource Curse? "African nations are now much more 'up to speed' with what they should be demanding by way of a fair share of the resources being mined in their countries. New contracts are much tougher and some are being drafted with the idea of transparency and even online publication in mind." - Anthony Harrington (QFinance), EconomyWatch (4/28/14) More >
These Alternative Energy Stocks Will Soar on China's Rare Metal War "In 2012, production and consumption of the rare earth metals used in production of clean tech reached more than 100,000 metric tons, according to IHS Chemical. Today, the vast bulk of materials needed to build these technologies come primarily from China." - Money Morning (4/25/14) More >
Sanctions for Russia? Here Are the Real Winners "Russia is more than a major producer and exporter of energy and materials; Russia is also an important player within Western supply and product chains." - Byron King, Daily Resource Hunter (4/16/14) More >
Manganese Miners and Indonesia's Export Ban "Japan has sent a letter to Indonesia's foreign trade minister and will likely complain to the World Trade Organization about the ban and tariff structure, while copper industry heavyweight Freeport-McMoRan Copper & Gold has already signaled it may fail again to have a smelter ready by the extended deadline." - Teresa Matich, Resource Investing News (4/10/14) More >
What to Buy for Putin's New War: Nickel Could Surge "If Putin were to cut nickel exports to Europe and the U.S., nickel prices would jump. Prices have already gone up from $6.50/lb to $7.40/lb over the last 30 days." - Christian DeHaemer, Energy & Capital (3/20/14) More >
Focus Graphite Inc.: Well Positioned for 'The Next Big Thing' in Graphite Advances in car batteries are making graphite the next big thing for commodity investors. Graphite is the critical material for the new generation of batteries, even more than lithium or rare earths. In this special interview with The Mining Report, Focus Graphite President and Chief Operating Officer Don Baxter explains the eyebrow-raising supply/demand picture of the graphite industry, the attractive financials of the Lac Knife project and the significance of the graphite industry's first offtake agreement, including what it means to investors looking to understand an unfamiliar but well-positioned market. - Alec Gimurtu of The Mining Report (3/10/14) More >
Making Green from Gold, Palladium and Pollution Concerns "It seems that fear surrounding the international political landscape is helping to push the precious metals prices higher and higher." - Frank Holmes, U.S. Global Investors (3/10/14) More >
Size Does Matter in Rare Earth Mining: Christopher Ecclestone "It looks like market watchers have started to get a handle on what makes a good rare earth company." - Vivien Diniz, Resource Investing News (2/24/14) More >
This "Workhorse" Metal Is Ready for a Breakout "Demand's rising. Supply's down. Zinc prices, and profits, are about to take off." - Peter Krauth, Money Morning (2/18/14) More >
Royal Nickel Corp: Indonesian Ore Export Ban Opens Door to the Next Generation of Nickel Mines Nickel prices have been weak, but the recent Indonesian government announcement banning ore shipments outside the country may be the shock that reverses the trend. In this interview with The Mining Report, Mark Selby, Interim CEO of Royal Nickel Corp., walks through his analysis that indicates nickel price increases and inventory reductions are imminent, while demand continues to grow and over a quarter of global mine supply is shut in. He considers nickel in 2014 one of the best commodity trades in a generation. To capitalize on this unique set of circumstances, Royal Nickel's Dumont Nickel Project follows the path of other large-reserve, large-scale mines in the copper and gold sectors that have changed the mining industry and made early investors fortunes. - J. Alec Gimurtu of The Mining Report (2/11/14) More >
Glencore Xstrata to Shed Copper Project; Juniors Pick Up Copper Assets "The newly formed Glencore Xstrata is looking to shed its $5.9 billion stake in the Tampakan copper project in the Philippines, proving that the company prefers investing in mines that are in operation or close to production." - Vivien Diniz, Copper Investing News (1/30/14) More >
The Rare Earth Commodities that Just Won't Go Away "The Chinese still hold the trump card when to comes to rare earth production—they still produce over 95% of the world's supply." - Byron King, The Daily Reckoning (1/23/14) More >
Rules of Thumb for Junior Mining Speculators: A Light at the End of the Tunnel "Fundamental trends have been set in motion over the past few years that follow upon the previous decade-long bull market and that point to an improving investment climate for the junior miners." - Brent Cook, Exploration Insights (1/13/14) More >
Bullish or Bearish: Mining Sector Prospects for 2014 "The mining sector is not dead. . .not by a long shot. Sure, many metals are relying on an inflationary rally, which may or may not happen in 2014, but others are simply poised to move higher in value based on a supply crunch that has been building for several years. You can't ignore fundamentals." - PinnacleDigest (1/5/14) More >
The Fight for this Obscure Copper Mine in Peru Is Your First Major Buy Signal "Blackstone's interest in Las Bambas likely means the firm smells an opportunity in both mining and copper, simultaneously." - Peter Krauth, Money Morning (12/24/13) More >
Metals Shortages, Lack of Substitutes May Harm Innovation: Yale Report "Society will need to pay more attention to the acquisition and maintenance of metals than has been the case in the past, a new study by Yale University suggests." - Dorothy Kosich, Mineweb (12/9/13) More >
Platinum and Copper Are the Metals of the Future: Robert Friedland Robert Friedland's presentation at MineAfrica in London avows that the supercycle is not dead, and he sees huge value ahead for his Ivanhoe company's new platinum, copper and zinc projects in South Africa and the Democratic Republic of Congo. - Lawrence Williams, Mineweb (12/2/13) More >
Understanding High-Grade Lump Graphite Four graphite ore samples are placed on a conference room table. Straight from the earth, which one can be used to write on a piece of paper? Answer: the lump graphite sample. In this interview with The Gold Report, Paul Ogilvie, CEO of the newly formed Saint Jean Carbon, explains the distinctive advantages of lump graphite from a mining and marketing perspective and describes his plan to create a profitable company from an uncommon form of high-grade graphite deposit. Read how the company is educating investors on this highest-grade form of graphite while restarting world-class mines using modern technology and an experienced business team. - J. Alec Gimurtu of The Gold Report (11/18/13) More >
Investing in Platinum: Demand to Hit Record High in 2013 "In its Platinum 2013 Interim Review, Johnson Matthey said the platinum market this year is moving toward a supply and demand deficit of 605,000 ounces—the largest deficit since 1999. That's up from a 340,000-ounce shortfall in 2012." - Tony Daltorio, Money Morning (11/18/13) More >
What Global Copper Reserve Estimates Don't Reveal "World copper reserves are currently placed at around 630 million tons. When considered as just a single consolidated global num¬ber, copper reserves seem large and adequate for several decades of production at 2012 levels. Unfortunately most people do not take into consideration that these reserves are made up of many separate deposits, each of which has to be considered as a standalone and on its own merits." - Richard Mills, Ahead of the Herd (11/11/13) More >
Carbon Is the Problem: Is Graphene the Solution? "The search is on to find a better material than silicon—one that is much more energy-efficient and less likely to produce waste heat." - Christine Hertzog, The Energy Collective (10/31/13) More >
The Other Precious Metal Can Double Your Money Now "Even when the government isn't on the brink of financial suicide, palladium is in heavy—and growing—demand." - Peter Krauth, Money Morning (10/17/13) More >
Diversified Miners Pin Hopes to Iron Ore and China "Record export figures from Western Australia's Port Hedland suggest iron ore miners BHP Billiton, Fortescue Metals and Atlas Iron are set to report strong quarterly earnings in the coming two weeks." - Alex Williams, Mineweb (10/7/13) More >
McKinsey Report: Commodities Supercycle Dead? Hardly. "Over the past 13 years, the average annual volatility of resources prices has been three times what it was in the 1990s, resulting in a new era of resource price supercycles." - Dorothy Kosich, Mineweb (9/30/13) More >
BAR Offers Blue-Sky Potential The Gold Report Interview with Philip Ker -"BAR's Grasset nickel discovery is on its way to becoming a world-class asset." (3/2/15)
MD: Active on Several Fronts Eric Lemieux, PearTree Securities Inc. -"MD commenced a winter drill program on the Samson property." (2/26/15)
MND: Cashed Up Jay Taylor, Gold, Energy & Tech Stocks -"MND is run by a team of experienced mining professionals." (2/20/15)
CNX Can Be a Big Winner Jay Taylor, Gold, Energy & Tech Stocks -"For speculative investors in CNX stock, the odds favor significant gains." (2/20/15)
WG's Deposit Large and Low Cost The Mining Report Interview with Jeb Handwerger -"WG's management has a proven track record." (2/17/15)
TV: Recommended Buy Peter Campbell, Mackie Research Capital -"TV's Caribou mine and mill remain on track for a Q2/15 commissioning." (2/17/15)
LLG: Downstream Thinking in an Upstream World Ben Kramer-Miller, Seeking Alpha -"I believe LLG will come out ahead as the leader in the space." (2/16/15)
POM: EIS Expected Soon Resource Investing News Interview with Chris Krueger -"The NorthMet project could be a game changer for POM." (2/16/15)
SYR: Superior Quality Graphite Michael Slifirski, Credit Suisse -"SYR's PEA for two spherical graphite plants is underway." (2/12/15)
BCM Well Financed The Gold Report Interview with Chris Thompson -"BCM has a well-respected management team." (2/11/15)
ALK Receives Conditional Approval Tom Hayes, Edison Investment Research -"ALK expects to receive full approval of Dubbo in Q4 FY/15." (2/11/15)
LLG Initiates Study on Value-Added Graphite Products Daniel Greenspan, Macquarie Capital Markets -"Creating value-added graphite products could increase LLG's margins." (2/11/15)
LLG: Improving Outlook Rupert Merer, National Bank Financial -"We do not know of any other formal work on process design today beside LLG's study." (2/11/15)
WG: New Well-Defined PEA Peter Campbell, Mackie Research Capital -"WG's new PEA incorporates the updated NI 43-101 resource estimate." (2/10/15)
SYR: High-Priced, Binding Agreement Michael Slifirski, Credit Suisse -"SYR's offtake is very significant as it prices graphite at market." (2/10/15)
MIN Provides Update on Progress of Feasibility Study Thibaut Lepouttre, Caesars Report -"MIN's metallurgical test work is ongoing." (2/9/15)
PLG: More Positive News from TV Tower Kevin MacKenzie, Salman Partners -"PLG announced the final 2014 drill results from TV Tower." (2/6/15)
LLG Warrants Outperform Rating Daniel Greenspan, Macquarie Capital Markets -"LLG's feasibility study for Lac Guéret remains on track for Q2/15." (2/5/15)
LGO Releases Production Guidance Teresa Matich, Resource Investing News -"LGO aims to ramp up to nameplate production at Menchen by Q3/15." (2/4/15)
TV's Costs Remain Low The Mining Report Interview with Stefan Ioannou -"TV will produce on the order of 190 Mlb zinc annually from both Santander and Caribou." (2/3/15)
NAN Boasts High Grades The Mining Report Interview with Stefan Ioannou -"NAN's high-grade nickel sulphide discovery in Greenland is associated with rocks similar to the world-class Voisey's Bay deposit." (2/3/15)
BAR a Notable Name The Mining Report Interview with Stefan Ioannou -"BAR's project portfolio includes the high-grade Grasset deposit in Quebec, where massive sulphide mineralization remains open in multiple directions." (2/3/15)
POM Secures Loan Facility Tom Meyer, CIBC World Markets -"The $30M loan covers POM's anticipated costs through 2015." (2/3/15)
BAR Sets Stage for Drilling Eric Lemieux, PearTree Securities Inc. -"BAR has agreed to option the N2 project to Wealth Minerals." (2/3/15)
WG's Positive PEA Shows Higher-Grade, Lower-Cost Operation Matthew O'Keefe, Dundee Capital Markets -"WG's new phased approach should increase cash flow." (2/3/15)
POM Secures Near-Term Financing Joe Reagor, ROTH Capital Partners -"POM's financing should alleviate investor concerns over potential equity financings." (2/2/15)
WG: Attractive Project Chen Lin, What Is Chen Buying? What Is Chen Selling? -"WG's mine is one of the few that will get built." (2/2/15)
PLG: 'Downsized, Optimized Operation' Brent Cook, Exploration Insights -"PLG's updated PEA on Halilaga shows considerably improved economics." (2/1/15)
MIN: Good, Long-Term Play Brien Lundin, Gold Newsletter (Jefferson Financial) -"MIN will move forward with its plans to develop the Gunnison project." (2/1/15)
WG Completes Financing to Continue Yukon Development Brien Lundin, Gold Newsletter (Jefferson Financial) -"WG remains an excellent value." (2/1/15)
PLG Improves Project Economics Tommy Humphreys, Resource Opportunities -"PLG's PEA on Halilaga showed an IRR of 43.1% and an NPV of $474M." (1/30/15)
FNV Demonstrates How Successful a Royalty Business Can Be James Fraser, Resource Opportunities -"FNV is the largest precious metals royalty play in the world." (1/30/15)
ALK: All Fronts Moving Forward Tom Hayes, Edison Investment Research -"ALK's ores have continually provided greater gold grades than originally estimated." (1/29/15)
FMS Keeps Advancing Project Ben Kramer-Miller, Seeking Alpha -"FMS' Lac Knife has a relatively high chance of moving to production." (1/29/15)
PLG Releases Updated PEA Dan Rollins, RBC Capital Markets -"PLG increased the estimated after-tax IRR on Halilaga to 43% from 20%." (1/29/15)
PLG Monetizes Asset Mike Hocking, Scotia Capital -"PLG's updated PEA on Halilaga is a positive development." (1/29/15)
SOP Getting Great Drill Results The Gold Report Interview with Brien Lundin -"SOP is getting some great drill results on its Las Minas gold-silver-copper property in Mexico." (1/28/15)
MIN Using In-Situ Recovery Method The Gold Report Interview with Brien Lundin -"MIN's Gunnison project has great economics for a large copper deposit." (1/28/15)
WG About to Release Revised PEA The Gold Report Interview with Brien Lundin -"WG is one of the few significant PGM resources in a stable jurisdiction." (1/28/15)
MD Is Going to Be Busy This Year Adrian Day, Global Analyst -"At least $3.3M is budgeted for MD drilling in 2015, all from partners." (1/27/15)
POM Has Compelling Narrative The Gold Report Interview with Heiko Ihle -"POM has a very viable project in northern Minnesota." (1/26/15)
BAR: Grasset in the Spotlight Eric Lemieux, PearTree Securities Inc. -"A busy winter season by BAR could lead to mineral deposit delineation." (1/26/15)
MD: Detour Trend in the Spotlight Eric Lemieux, PearTree Securities Inc. -"MD has secured partners to complete over 9,200m of diamond drill programs." (1/26/15)
WG: Yukon Project Is Big and Close to Surface The Gold Report Interview with Heiko Ihle -"We could see production of nickel, copper and platinum at WG's Wellgreen project by 2018–2019." (1/26/15)
TV Turns Up the Volume Joseph Gallucci, Dundee Capital Markets -"TV's 2014 production performance at Santander is one of the best start-up years we have seen." (1/22/15)
TV: Santander Approaches Steady State Derek Macpherson, M Partners -"TV's Q4/14 production results were well ahead of our estimates." (1/22/15)
TV's Santander Mine Delivers Strong Inaugural Year Stefan Ioannou, Haywood Securities -"Production continues to progress well at TV's Santander mine in Peru." (1/22/15)
TV's Q4/14 Production Completes Strong First Year at Santander Mark Turner, Scotia Capital -"TV's Santander mill operated above its 2 Ktpd design capacity in Q4/14." (1/22/15)
TV Gains Momentum at Santander Ian Parkinson, GMP Securities -"Full year production exceeded TV's increased 2014 guidance." (1/22/15)
TV: Outperform Reiterated Alex Terentiew, Raymond James -"TV met our expectations with its Q4/14 operating results." (1/21/15)
"AXR's environmental business continues to grow and cover overhead while the company unlocks the exploration upside at Keno Hill." (2/16/15) Alexco Resource Corp. - The Gold Report Interview with Mike Niehuser More >