The Metals Report

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The Mining Report

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

World economies depend on metals—base, strategic, critical, platinum group and otherwise—to operate and grow. Each week we interview the leading experts, analysts and newsletter writers in this space for updates on how to invest in the companies that will supply the world's demand.
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Interviews Companies News Expert Quotes

Interviews

Mick Carew

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


Stefan Ioannou

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


Warren Irwin

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


Paul Renken

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


Eric Coffin

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


Joe Reagor

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


Rick Mills

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


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


David Talbot

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


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


Eric Coffin

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


Thibaut Lepouttre

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


Philip Richards

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


Michael Curran

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


Eric Lemieux

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


Joseph McAlinden

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


Marin Katusa

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


Frank Holmes Brian Hicks

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


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


Andrew Pullar

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


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


David Morgan

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


Blair Way

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


James Wilson

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


Brien Lundin

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


Mick Carew

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


Carsten Ringler

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


Douglass Loud Jeffrey Mosseri

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


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


Andrew Kaip

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


Luisa Moreno

Luisa Moreno Explains Why Metallurgy Is So Important in Critical Metals Projects
Source: Brian Sylvester of The Gold Report  (7/23/15)
Luisa Moreno, managing partner and analyst with Toronto-based Tahuti Global, says there are many things investors must pay attention to when it comes to critical metals projects, but nothing should trump metallurgy. That's because no two deposits are precisely the same, and having a clear understanding of how to economically recover those metals and get them into end-users' hands is usually the difference between higher share prices and failure. In this interview with The Gold Report, Moreno discusses several companies developing critical metals deposits with established metallurgy and other attributes that put them on the path to success. More >


Raymond Goldie

Salman Partners Economist Calls Bottom in Copper
Source: JT Long of The Gold Report  (7/20/15)
Experienced investors know that commodities and equities move in cycles, and understanding where copper, iron ore, nickel and zinc are in the cycle can result in much smarter decisions than blindly following the pack. In this interview with The Gold Report, Salman Partners Vice President of Commodity Economics Raymond Goldie brings some perspective to the charts and names the junior mining companies that could ride the inevitable waves up. More >


Stefan Ioannou

Stefan Ioannou's Ways to Ride the Next Zinc and Nickel Waves
Source: Brian Sylvester of The Gold Report  (7/16/15)
Base metals prices are feeling the undertow but Stefan Ioannou, mining analyst with Haywood Securities, says that this is temporary—and that investors may not have to wait long for the next wave of higher zinc and nickel prices. Ioannou says zinc prices could even reach "bonanza" prices over the medium term. Nickel prices, meanwhile, could rebound as quickly as late 2015. In this interview with The Gold Report, Ioannou discusses some equities well positioned to ride the base metals waves as they come in cycles. More >


Brent Cook

Nine Companies Brent Cook Expects to See on the Other Side of the Gold Market Wasteland
Source: JT Long of The Gold Report  (7/13/15)
Markets are cyclical and even though it feels like the end of the world after years of junior resource stock market declines, history indicates that bear markets are actually an opportunity to own tomorrow's superstars for pennies on the dollar. In this interview with The Gold Report, market veteran and Exploration Insights author Brent Cook shares his travel stories and the companies he thinks will shine when the sun returns to commodity prices. More >


Paul Renken

Paul Renken's Gold, Graphite and REE Names Poised for Gains
Source: Brian Sylvester of The Gold Report  (6/22/15)
Paul Renken, mining analyst with London-based VSA Capital, spends much of his time researching small and micro-cap resource equities and the commodities central to their business models so we don't have to. In this interview with The Gold Report, Renken suggests some of his favorite graphite and rare earth names, as well as a handful of gold equity picks. More >


Geordie Mark

Geordie Mark Focuses on Miners Making Money at $1,200/oz Gold
Source: Kevin Michael Grace of The Gold Report  (6/18/15)
Gold producers certainly needed a break, and now they have two, reports Haywood Securities Mining Analyst Geordie Mark. Much lower energy costs and the strength of the U.S. dollar mean that producers can and do make money at $1,200 per ounce gold. In this interview with The Gold Report, Mark touts the virtues of three multi-mine producers that have exploited their free cash flow to expand their operations and make prudent acquisitions. And he highlights two near-term producers in Africa that should soon produce good margins and reward shareholders. More >


Chris Berry Michael Berry

Chris and Michael Berry: What the Boomers Got Wrong—and Right—About Natural Resource Investing
Source: JT Long of The Gold Report   (6/15/15)
What do Gen Xers not understand about value investing? What can Millennials learn from today's resource investors? In anticipation of Father's Day, The Gold Report, quizzed Chris and Dr. Michael Berry, authors of the Disruptive Discoveries Journal, on how investing has changed over the years in the gold, silver, niche metals and energy space, and what they are investing in today to make sure they survive to see the next cycle. More >


Gwen  Preston

Why Gwen Preston Is Buckling Her Seat Belt for What Could Be an Interesting Summer
Source: Brian Sylvester of The Gold Report  (6/11/15)
The summer months are the time to establish positions in the "best of the best" at valuations the mining sector has not witnessed in 20 years, says Gwen Preston, editor and publisher of Resource Maven, a subscriber-based junior mining newsletter. She doesn't know if the mining stock rally will start this summer but that really doesn't matter—what matters is that we are at the bottom. In this interview with The Gold Report, Preston says if the TSX Venture Exchange starts to see gains over the summer months, buckle your seat belts because that's a sure sign that the long-anticipated stock rally has begun. More >


Hard-Core Investors Found Real Resource Projects in a Vancouver Conference Center
Source: JT Long, The Gold Report  (6/8/15)
When the market bears are growling, contemplating a trip to a showcase of the companies currently in the grip of that punishment can seem daunting, but resource experts say now is exactly the time hard-core investors need to be out talking to management, hearing their stories and figuring out which companies will be on top when the good times come. The Gold Report spoke to some of the experts at the recent Metals Forum and Cambridge House Vancouver Resource Investment conferences, who shared some of the nuggets they gleaned from the podium and exhibit hall. More >


Richard Karn

Three Australian Miners Richard Karn Believes Are Positioned for Success
Source: Special to The Gold Report  (6/1/15)
Despite the collapse in broad commodity prices, numerous specialty metal prices have held or even gone up in the last few years: companies with the potential to produce these metals couldn't attract capital, and the tightness today is now likely to become shortages tomorrow, says Richard Karn, managing editor of The Emerging Trends Report. When institutional capital eventually comes back to the sector, money will flow first to companies in or nearing production now. In this interview with The Gold Report, Karn highlights three such companies in Australia producing graphite, tungsten, rare earth elements, hafnium and other specialty metals. More >


Thibaut Lepouttre

'Lean and Mean' Is the Secret to Junior Mining Equity Success: Thibaut Lepouttre
Source: Brian Sylvester of The Gold Report  (5/21/15)
Thibaut Lepouttre, editor of Belgium-based Caesars Report, says the gold price is range bound and if you want to be in gold equities you have to find "lean and mean" precious metals producers that are generating cash flow or have a clear path to cash flow at $1,200 per ounce gold. Lepouttre tells investors to look for projects with economic studies demonstrating high internal rates of return, as those projects are more likely to attract financing and command a market premium. In this interview with The Gold Report, Lepouttre talks at length about some of his favorites inside and outside the gold space. More >


Ricardo Carrión Alberto Arispe

Why Ricardo Carrión and Alberto Arispe Are Optimistic About Mining in Peru
Source: Kevin Michael Grace of The Gold Report  (5/18/15)
Despite headlines about deadly protests and the collapse of funding for juniors, Ricardo Carrión and Alberto Arispe of Kallpa Securities in Lima remain steadfastly optimistic about the future of mining in Peru. In this interview with The Gold Report, Arispe and Carrión highlight the mining-friendly government, the new production from many sources and point to several juicy projects that lack only the means to further unlock Peru's mineral riches. More >


John Kaiser

Survival Guide for the Mother of All Bear Markets from Veteran Bottomfisher John Kaiser
Source: JT Long of The Mining Report  (5/5/15)
When North Americans wake up to the dangers of relying on China and Russia for essential metals like zinc, rare earths, antimony, niobium and scandium, the juniors now suffering with anemic stock prices could turn into cash producing machines worth writing home to mom about. In this frank assessment of everything from gold and diamonds to potash and zinc, Kaiser Research Online author John Kaiser names for The Mining Report readers the companies that could be swept up in a rush to security of supply. More >


Ryan Castilloux

Why Everyone Is Talking About Scandium: Ryan Castilloux
Source: Brian Sylvester of The Gold Report  (5/4/15)
Ryan Castilloux, founding director and market research analyst with Adamas Intelligence, is getting a lot more inquiries about scandium. Investors are asking: What is scandium? How is it used? What are its growth prospects? And how can I make money in scandium? In this interview with The Gold Report, Castilloux provides an overview of the scandium market and its publicly listed players with advanced-stage projects. With one tonne of scandium fetching $5 million or more, Castilloux says those with a bullish outlook on scandium will never find a better buyer's market. More >


Duncan Hughes

Duncan Hughes: The Weak Aussie Dollar Means Strong Aussie Miners
Source: Kevin Michael Grace of The Gold Report  (4/29/15)
A weak national currency is bad news for importers and consumers but good news for exporters, such as miners. According to Australian analyst Duncan Hughes of GMP Securities, the 24% drop in the value of the Aussie dollar versus the U.S. dollar means that local gold producers can produce big margins even at US$1,200/ounce gold. In this interview with The Gold Report, Hughes names two Aussie gold miners with great cash flow, as well as several with projects in Africa, and he highlights nickel and copper companies that can expect to flourish when prices rise, as he expects they will. More >


Ryan Castilloux

Ryan Castilloux's State of the REE Market Address
Source: Brian Sylvester of The Mining Report  (4/28/15)
We are five years into this new market for rare earths: five years that dawned with higher rare earth elements prices, that unfolded with a new generation of publicly listed junior resources companies with REE properties and projects, and that saw a vicious bear market spread across the domestic and global mining sectors. But soon we will turn the page, says Ryan Castilloux, founding director and market research analyst with Adamas Intelligence, following a price rally for magnetic REEs that could regenerate investor interest and further buoy the sector. In this interview with The Mining Report, Castilloux discusses four REE projects that continue to advance, as well as companies making strides with REE extraction and separation technologies. More >


Rupert Merer

How to Make Money in Renewable Energy: NBF's Rupert Merer
Source: Peter Byrne of The Mining Report  (4/21/15)
As the political and financial pressures on fossil fuels mount, investors are starting to explore the renewable energy space with an eye toward reaping its potential. Rupert Merer analyzes that growing energy sector for National Bank Financial and tells The Mining Report why betting on the future of renewables is a prudent strategy for profit growth. More >


Chris Berry

Disruptive Stock Watcher Chris Berry Cautions Investors About the Real Potential of Deflation
Source: JT Long of The Mining Report  (4/7/15)
Where can investors turn when global quantitative easing and the Energizer Bunny of dollars is crushing commodity prices to within an inch of the junior miners' lives? In this interview with The Mining Report, Disruptive Discoveries Journal writer Chris Berry suggests dedicating yourself to understanding the technologies and paradigm shifts that can lower costs, and participating in the growing electric car and energy storage battery markets. He names some of the innovative companies that are finding new ways to separate the most valuable resources and enter the supply chain before it is too late. More >


David H. Smith

David Smith: Love and Fear Trade Buying Will Drive Metals, and These Miners Higher. . .This Year!
Source: Brian Sylvester of The Gold Report  (4/1/15)
Despite their recent underperformance, David H. Smith, Senior Analyst with The Morgan Report, remains bullish on precious metals, especially silver and palladium, as the "love trade" heats up and the global economy adds more debt to the system. Smith believes that the secular bull run in precious metals will be reignited later this year and that investors should take advantage of the regular volatility native to silver prices. In this interview with The Gold Report, Smith provides some of the silver and platinum group metals equity names he owns and that could offer significant upside, even from current prices. More >


Tony Robson Jessica Fung

Why BMO's Tony Robson and Jessica Fung Say Buy, Hold Large Caps Until Commodity Cycle Rebounds
Source: Brian Sylvester of The Mining Report  (3/31/15)
The fundamental difference between mining companies and investors is that they have very different realities in which they make investment decisions, says BMO Capital Markets Commodities Analyst Jessica Fung. She joined BMO Managing Director and Co-Head of Global Mining Research Tony Robson in a candid discussion with The Mining Report about the near- and medium-term prognosis for mining markets, as well as the outlook for copper, nickel and iron. While both Fung and Robson recommend waiting for the inevitable upturn in the commodities cycle, Robson says that in the meantime investors would do well to park their cash with some of the large, dividend-paying diversified miners until commodity prices recover, and he discusses three large caps and a couple of smaller names. More >


Top

Companies

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 ...

Avrupa Minerals Ltd. (AVU:TSX.V, FWB:8AM) Avrupa Minerals Ltd. is a growth-oriented junior exploration and development company focused on discovery, using a prospect generator model, of valuable mineral deposits in politically stable and pros ...

Balmoral Resources Ltd. (BAR:TSX; BALMF: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 ...

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 ...

MAG Silver Corp. (MAG:TSX; MAG:NYSE) MAG Silver Corp. is focused on advancing and exploring high grade district scale projects located within the Mexican Silver Belt. Our mission is to become one of the premier companies in the silver mi ...

Pilot Gold Inc. (PLG:TSX) Pilot Gold is a leading gold discovery company currently advancing a portfolio of past producing Carlin-Style gold projects in the western US. Our three core projects are Goldstrike in Utah, Mineral ...

Quaterra Resources Inc. (QTA:TSX.V; QTRRF:OTCQX) Quaterra Resources Inc. is a mining exploration and development company focused on advancing its key copper assets in Yerington, Nevada, a jurisdiction attractive to mining with low political risk. ...

Trevali Mining Corp. (TV:TSX; TV:BVL; TREVF:OTCQX) Trevali is a zinc-focused, base metals mining company with two commercially producing operations. The Company is actively producing zinc and lead-silver concentrates from its 2,000-tonne-per-day Santa ...

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News

Major Royalty Companies Are Good Buys Now Adrian Day reviews recent results at some of his favorite gold and silver royalty and streaming companies and asserts that they represent, as a group, the lowest risk way to gain exposure to the sector. - Adrian Day for The Gold Report (12/5/16) More >

A 'Wicked Rally' in Gold Predicted Precious metals expert Michael Ballanger charts recent moves in the gold market and sees a rally in the making. - Michael Ballanger for The Gold Report (11/29/16) More >

Osisko Gold Royalties Tracks Gold Bob Moriarty of 321 Gold discusses recent precious metal price movements and Osisko Gold Royalties' leverage to the gold price. - Bob Moriarty for The Gold Report (11/29/16) More >

When the Pendulum Swings Precious metals expert Michael Ballanger equates the position of the financial markets to that of a protagonist in a classic horror story and reflects on recent moves in the copper market. - Michael Ballanger for The Gold Report (11/17/16) More >

Jack Chan: This Past Week in Gold, Silver and Copper Technical analyst Jack Chan charts a break in copper, as well as recent movements in the gold and silver markets. - Jack Chan for The Gold Report (11/13/16) More >

Copper Discovery Improves Economics of High-Grade Canyon Uranium Mine Uranium companies are struggling with the weakness in the uranium market; priced below $20/lb, U3O8 is at levels not seen in well over a decade. But Energy Fuels recently announced two diversification plays that could help insulate it from low uranium prices, and analysts are applauding the news. - The Energy Report (11/10/16) More >

The Lithium Boom Has a New Player in Argentina Bob Moriarty of 321 Gold discusses a company that has hit the ground running in Argentina's lithium triangle. - Bob Moriarty for The Gold Report (11/1/16) More >

Precious Metals Stocks May Be Poised for a Major Upswing Technical analyst Clive Maund outlines why he believes the correction in gold and precious metals stocks is coming to an end. - Clive Maund for The Gold Report (10/31/16) More >

Alkane Signs MOU with Siemens to Advance Dubbo Zirconium Project Alkane Resource's flagship Dubbo Zirconium Project moved closer to production after the company announced a Memorandum of Understanding between its wholly owned subsidiary Australian Zirconia and German engineering and technology giant Siemens. - The Gold Report (10/27/16) More >

Globex Mining Royalty Set to Produce Major Revenue Stream Ben Kramer-Miller, chief analyst at miningWEALTH, profiles Globex Mining Enterprises, which has a royalty on a zinc mine that has the potential to create a sizeable amount of cash flow. - Ben Kramer-Miller for The Gold Report (10/12/16) More >

Two Resource Companies Advancing Toward Goals Money manager Adrian Day discusses two companies in his portfolio that he says have had meaningful recent developments, both positive and negative, and that he deems good buys. - Adrian Day (10/9/16) More >

New CUSIPS Remove Barriers for Traders in Physical Precious Metals By assigning CUSIP numbers to physical precious metal assets, including gold and silver bar bullion, Delaware Depository and CUSIP Global Services have made it easier for investors to trade and track the commodities on traditional platforms. - The Gold Report (10/6/16) More >

Trevali Poised to Take Advantage of Tightening Zinc Market Trevali Mining's drill program at Santander in Peru continues to add resources to the project, leading to a potential doubling of the mine's zinc output and further benefiting from a rising zinc price. - The Gold Report (9/29/16) More >

Contrarian Royalty Company Positioned for the Next Bull Market Money manager Adrian Day discusses Altius Minerals, a resource royalty company that he believes has positioned itself well for a rising resource market. - Adrian Day (9/24/16) More >

The CME Read My Book Bob Moriarty of 321 Gold discusses the benefits of trading on the gold/silver ratio and gold/platinum spread, and the new contracts the CME is launching next month. - Bob Moriarty for The Gold Report (9/15/16) More >

Drill Results Highlight Expansion of Gold Zone at Balmoral's Bug Lake Balmoral Resources has announced a "rapid increase in the width of the Bug South gold deposit," leading one analyst following the Canadian exploration and development company to increase his target price. - The Gold Report (9/13/16) More >

If You Want to Own Only Two Gold Stocks, Buy These The year's strong performance of most gold stocks has left newcomers wondering what to buy, says money manager Adrian Day. In such circumstances, he believes investors are better off paying up for quality than looking for something "cheap" down the food chain. Day reviews two favorite gold companies, one large, one small, that he says give broad exposure to the sector. - Adrian Day (9/9/16) More >

Three Large Miners That Are Still Inexpensive Money manager Adrian Day profiles three large miners in his portfolio that have had success solving problems yet are still inexpensive. - Adrian Day (9/3/16) More >

Hot Chili's Hot Chilean Gold and Copper Prospects Exploration at Hot Chili Ltd.'s Productora copper project, located in Chile, has uncovered a gold resource at Sierra Zapallo, prompting analyst Trent Barnett of Hartleys to upgrade the company to a Speculative Buy. - The Gold Report (8/30/16) More >

The Precious Metals Sector and the Fed. . . Technical analyst Clive Maund reflects on how Federal Reserve statements may affect markets, and explains why he thinks the precious metals markets are due for a correction. - Clive Maund for The Gold Report (8/26/16) More >

China's Stranglehold on REEs Offers Opportunities Richard Karn, managing editor of The Emerging Trends Report, makes the argument for investment in rare earth and specialty metals, and explains why one company is a particularly smart bet for investors. - Richard Karn for The Gold Report (8/8/16) More >

Production at Caribou and Santander Propels Trevali Toward 'Marquee' Status Announcements of increased production at Trevali Mining Corp.'s Santander mine and the start of commercial production at Caribou mine, coupled with zinc inventories that remain at multiyear lows, have helped solidify the company's growth story. - The Gold Report (7/19/16) More >

Gold and Base Metals Top Picks from Paradigm Capital Paradigm Capital's top picks for Q3/16 include gold and zinc mining companies with upcoming catalysts worthy of investors' attention. - The Gold Report (7/14/16) More >

Are Copper and China Set to Rally? Technical analyst and newsletter writer Clive Maund explores the link between an anticipated copper rally and an upswing in Chinese markets. - Clive Maund (6/21/16) More >

Is It Time to Dump Gold and Buy Platinum? Bob Moriarty explains why precious metals investors may want to look beyond gold to a commodity with a long history and an interesting relationship to the yellow metal. - Bob Moriarty (6/20/16) More >

Quaterra's Agreement with Freeport Nevada Extends Yerington Funding Quaterra Resources Inc. and its subsidiary Singatse Peak Services announced earlier this week that they had reached an agreement with Freeport Nevada to extend for up to two years the current Stage 2 of Freeport Nevada's option to acquire an interest in the company's Yerington Copper Project in Nevada. Gerald Prosalendis, recently appointed president and COO of Quaterra Resources, explains what this extension means for Quaterra and the Yerington project. - Special to The Gold Report (6/14/16) More >

How Altius Minerals Is Taking Advantage of Market Weakness Despite the bear market in resources, Altius Minerals has continued to make progress, according to Adrian Day of Adrian Day Asset Management. Day explains why the company remains one of his firm's top core holdings, and why more opportunities lie ahead. - Adrian Day (4/11/16) More >

Commodities: Early Signs of Bottoming Veteran investor Leon Tuey says he believes, contrary to conventional wisdom, the economy is not heading into recession and commodities are showing early signs of bottoming. - Leon Tuey for The Gold Report (3/2/16) More >

Negative Outside Reversal Day: Beware the Ides of March Precious metals expert Michael Ballanger believes we are in the very early stages of an absolutely breath-taking bull market in mining stocks and the precious metals, but like the famous Aesopian fable, sometimes it's the tortoise that wins the race by simply plodding along and exercising patience and a tad of caution. - Michael J. Ballanger for The Gold Report (3/1/16) More >

Graphite: What iPhones, NASCAR and Tesla Have in Common Focus Graphite CEO and Director Gary Economo says the tipping point is coming for natural flake mining developers—even during a depressed commodities cycle. This optimistic view is based on the urgent necessity of manufacturers today to source those critical materials and technologies needed to meet globally mandated CleanTech targets in advance of a 2020 deadline. Focus, says Economo, is on strategic trajectory to capitalize on global change with his company's high-purity graphite deposit, Lac Knife in Quebec. - Special to The Gold Report (2/29/16) More >

Patiently Climbing Aboard the New Golden Bull Precious metals expert Michael Ballanger has done his research and believes the long-term and intermediate-term status of the gold market and its associated gold miners is unequivocally bullish. In this article for The Gold Report, he lays out his case, explaining that every indicator he has used since the late 1970s is kicking into gear. - Michael J. Ballanger for The Gold Report (2/29/16) More >

How Investors at the California Capital Conference Picked the Next Top Small-Cap Companies If only someone could bottle the experience of finding an overlooked company, investing for pennies a share and cashing in for 10, 20 or 30 times what you paid. Priceless, right? But how to find those companies? Small caps aren't covered by the mainstream press and analysts the way blue chips are, and determining value of an early-stage company before profit and loss statements take on real meaning and big questions about science and markets are answered can be difficult. That is why veteran investors like Tom Swaney, president of California-based Harwood Capital Inc., like to meet management in person at events like the California Capital Conference. - Staff of The Gold Report (12/7/15) More >

With KSM Permits in Hand, Seabridge Is Now Set to Leverage the Coming Bull Market in Gold With Proven and Probable reserves of 38 million ounces of gold and 10 billion pounds of copper, the potential of Seabridge Gold's KSM project in British Columbia has long been sky-high. In this interview with The Gold Report, Chairman/CEO Rudi Fronk explains that his company has always maximized its leverage to the price of gold. So now, with KSM fully permitted and greatly enhanced by the discovery of higher-grade gold and copper, and a bull market in gold now on the way, the recent strong gains made by investors in his company are likely only the beginning. - Kevin Michael Grace of The Gold Report (11/5/15) More >

Cleaner Water and Stronger Aluminum Drive Clean TeQ's Future Australia's Clean TeQ Holdings Limited, a long-time industry leader in environmental remediation, has recently partnered with China's largest power generator to treat waste water with its unique continuous-ion technology. This technology also allows Clean TeQ to extract metals from minerals and industrial waste, but as Clean TeQ Chairman Sam Riggall explains in this interview with The Gold Report, the company is also on track to open the world's first standalone scandium mine, and has already inked collaboration agreements with the end users that will use this currently rare metal to make aluminum lighter and stronger. - Kevin Michael Grace of The Gold Report (10/21/15) More >

Sunridge Is Now Good to Go at Its Asmara VMS Project in Eritrea It's been a very active decade filled with milestones for Sunridge Gold, and now following the September signing of a comprehensive permitting agreement with its partner, the government of Eritrea, the Canadian junior is set to begin production in 2016. In this interview with The Gold Report, President and CEO Michael Hopley discusses the riches of his company's copper, gold, zinc and silver deposits and looks forward to becoming as successful as Nevsun has been. - Kevin Michael Grace of The Gold Report (9/24/15) More >

Resource Capital Funds Backs Callinex's Strategy near HudBay Operations Manitoba's Flin Flon Greenstone Belt has yielded VMS discoveries resulting in dozens of mines. Callinex Mines has been a big part of that success for almost a century and believes it has the properties that will become the district's latest winners. In this interview with The Gold Report, Callinex President and CEO Max Porterfield explains how high-grade assays and proximity to existing producers could lead to his company discovering the ore that HudBay will soon need. - Kevin Michael Grace of The Gold Report (9/3/15) More >

Quaterra Resources Has the Property, the People and the Partner for Large-Scale Nevada Copper Mining Few copper juniors hold the promise that Quaterra Resources does. Its 51 square miles in Nevada contains a past-producing mine. Its management is savvy and well seasoned. And it is backed by the strength of global player Freeport-McMoRan Nevada LLC, a wholly owned subsidiary of Freeport Minerals Corporation, which in turn is a wholly owned subsidiary of Freeport-McMoRan Inc. In this interview with The Gold Report, President and CEO Steven Dischler tells us why he believes his company's Bear project could open up a whole copper district. - Kevin Michael Grace of The Gold Report (8/20/15) More >

Base Metal Miners Climb Back "The climb back of both the metal and the miners validates a theme mining analysts have struck this year: to choose base over bulk mining equities, at least as performing better relatively speaking." - Kip Keen, Mineweb (5/5/15) More >

Hold the Nickel Price Elation "For even the moderately bullish scenario to come to bear, it will be critical to see steel demand show signs of life this year—at least not drop off more than expected—in China and beyond." - Kip Keen, Mineweb (4/28/15) More >

The Common Man: The Case for Copper and Zinc "The only bright spots, according to recent forecasts, appear to be in base metals such as copper and zinc." - Robert Simpson, Resource Investing News (4/20/15) More >

Everything You Need to Know About Copper Porphyries This infographic covers everything you should know about copper porphyries, a deposit type responsible for about 60% of copper, 95% of molybdenum, and 20% of gold produced today. - Jeff Desjardins, Visual Capitalist (3/11/15) More >

Juniors Do It Better than Seniors "Research suggests juniors hold their own in discovery." - Kip Keen, Mineweb (3/4/15) More >

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 >

PDAC Kicks off with Bold Predictions The annual conference of the Prospectors and Developers Association of Canada (PDAC) is under way in Toronto and the mood on the floor and in the Investors Exchange is, as one might expect, cautiously hopeful, even if about a dozen booth spaces are unoccupied. - Brian Sylvester of The Gold Report (3/2/15) More >

What's in a Global Mining ETF? "The group's fortunes are tightly tied to the balance between metal supply and demand." - Kip Keen, Mineweb (2/26/15) 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 >

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Expert Quotes

Joseph Gallucci, Dundee Capital Partners -"We believe Trevali Mining Corp. is in excellent position to capture strong zinc fundamentals." (12/5/16)

Pierre Vaillancourt, Laurentian Bank Securities -"As a result of the first quarter of commercial production at TV's Caribou mine, most financial metrics nearly doubled QoQ." (11/22/16)

Stefan Ioannou, Haywood Securities -"TV's Caribou is well on its way to establishing itself as a profitable mine through Q4/16." (11/17/16)

Jeff Woolley, Paradigm Capital -"With TV's Santander mine generating positive cash flow and its second mine, Caribou, now commercial, the growth story is coming together." (11/16/16)

Ian Parkinson, GMP Securities -"TV released Q3/16 financial results; the financial performance was impressive—costs were better than expected." (11/15/16)

Pierre Vaillancourt, Laurentian Bank Securities -"We are encouraged by TV's first quarter of commercial production at Caribou, supported by ongoing strong performance at Santander." (11/15/16)

Joseph Gallucci, Dundee Capital Markets -"With a great first quarter and the zinc market continuing to strengthen, TV could not have brought a new operation on-line at a better time." (11/15/16)

Orest Wowkodaw, Scotia Capital -"TV is rated Sector Outperform based on relative valuation, growing exposure to zinc and diminishing operating/development risk." (11/14/16)

Michael Gray, Macquarie Equity Research -"We expect THO's strong performance at La Arena continuing into Q4/16." (11/7/16)

David Talbot, Dundee Capital Markets -"UUUU's production beat our forecast slightly; COGS and realized prices beat considerably." (11/4/16)

Joseph Gallucci, Dundee Capital Markets -"Exploration work at TV's Santander continues to return excellent results." (10/31/16)

Ian Parkinson, GMP Securities -"TV reported drill results that intersected high-grade zinc, lead and silver mineralization; we maintain our Buy rating." (10/31/16)

Stefan Ioannou, Haywood Securities -"We would argue TV's relatively unique 'pure play' zinc production profile stands to garner a premium valuation." (10/31/16)

Rob Chang, Cantor Fitzgerald -"UUUU has discovered an extensive system of high-grade copper mineralization at its Canyon mine." (10/27/16)

Joseph Gallucci, Dundee Capital Markets -"We are maintaining our BUY, Top Pick rating on TV." (10/17/16)

Stefan Ioannou, Haywood Securities -"TV's Santander delivered a one-two punch underpinned by record zinc production in Q3/16 and additional high-grade exploration results." (10/14/16)

Jeff Woolley, Paradigm Capital -"TV's Santander had another excellent quarter." (10/14/16)

Joseph Gallucci, Dundee Capital Markets -"We are once again very impressed with the operating performance at Santander, where TV seems to set new production records every quarter." (10/13/16)

Heiko Ihle, Rodman & Renshaw -"GPL is in a strong position to evaluate and execute an acquisition that should add production capabilities to the firm's portfolio." (10/13/16)

Orest Wowkodaw, Scotia Capital -"We rate TV Sector Outperform based on an attractive relative valuation, growing exposure to zinc, and diminishing operating/development risk profile with the Caribou ramp-up." (10/13/16)

Ian Parkinson, GMP Securities -"Production at TV's Caribou should improve as the throughput rate ramps up." (10/13/16)

Alex Terentiew, Raymond James -"TV's Caribou ramp-up is moving along nicely." (10/13/16)

Tom Hayes, Edison Investment Research -"We believe ALK long-held tenements are prospective enough to yield to further gold resources as evidenced by its two gold mines." (9/29/16)

Joseph Gallucci, Dundee Capital Markets -"Exploration work at TV's Santander project continues to return excellent results." (9/21/16)

Stefan Ioannou, Haywood Securities -"TV's relatively unique 'pure play' zinc production profile stands to garner a premium valuation." (9/21/16)

Alex Terentiew, Raymond James -"TV's results are showing increasingly higher grades at depth, above those in the current mine plan." (9/21/16)

Raj Ray, National Bank Financial -"We expect the results of the upcoming PEA will include a positive updated resource estimate at SEA's KSM gold-silver-copper-Molybdenum project." (9/19/16)

Stefan Ioannou, Haywood Securities -"We continue to recommend investors take advantage of TV's current share price." (9/9/16)

Joseph Gallucci, Dundee Capital Markets -"We believe TV can mimic the Santander success, at Caribou, in terms of exceeding expectations." (9/8/16)

Orest Wowkodaw, Scotia Capital -"We rate TV Sector Outperform based on it's attractive valuation, exposure to zinc and diminishing operating/development risk." (9/8/16)

Alex Terentiew, Raymond James -"TV's management has targeted Q4/16 to reach the full 3,000 tpd mine production rate." (9/8/16)

Pierre Vaillancourt, Laurentian Bank Securities -"Steady progress should position TV's Caribou mine to deliver in 2017." (9/8/16)

Barry Allan, Mackie Research Capital -"BAR represents one of the best exploration companies in Canada; we are increasing our target price." (9/7/16)

Thom Calandra, The Calandra Report -"BAR fortunately had cash in the bank to continue working its Detour Trend gold project in Québec and a joint venture gold dig in Ontario." (9/1/16)

Christopher Ecclestone, Hallgarten & Co. -"If the resource keeps evolving SSV’s project will become a “must-have” for a major or mid-tier miner." (8/31/16)

Tom Hayes, Edison Investment Research -"ALK has signed an exclusive worldwide marketing, sales and distribution agreement with UK based specialist chemicals firm, Minchem, for its entire annual DZP zirconium output." (8/25/16)

Trish Saywell, Northern Miner -"SSV has caught the eye of the Electrum Group, a privately owned, natural resource investment management company founded by billionaire Thomas Kaplan." (8/25/16)

The Gold Report Article by Matt Geiger -"GRG's Chinchillas is a massive project, particularly when you consider that at least 50% of the land package has yet to be explored." (8/23/16)

Philip Ker, PI Financial -"BAR's joint venture intersected high-grade mineralization at its Northshore property." (8/22/16)

Tom Hayes, Edison Investment Research -"ALK exclusive agreement with Minchem is a major key derisking event that should provide key assurances for project financing." (8/16/16)

Jeff Woolley, Paradigm Capital -"Both of TV's operations are performing well, with guidance increased at the Santander mine twice this year and Caribou achieving commercial production on July 1." (8/15/16)

Stefan Ioannou, Haywood Securities -"We're increasing our target price for TV, which is poised to become the marquee mid-tier pure-play zinc producer in a market facing supply issues." (8/15/16)

Joseph Gallucci, Dundee Capital Markets -"With Caribou now online, we believe TV is in excellent position to capture strong zinc fundamentals that have begun to take hold." (8/12/16)

Orest Wowkodaw, Scotia Capital -"We rate TV Sector Outperform based on its attractive relative valuation, growing exposure to zinc (our preferred near-term commodity) and diminishing operating/development risk profile." (8/12/16)

Ian Parkinson, GMP Securities -"TV stands to benefit from higher zinc prices." (8/12/16)

ALK Offers Revenue Stream The Gold Report Article by Richard Karn -"ALK's polymetallic Dubbo Zirconia Project has a revenue stream spread between both light and heavy REE, which are quite profitable at current REE prices." (8/8/16)

Stefan Ioannou, Haywood Securities -"TV's timing appears to coincide well with improved zinc market sentiment." (7/20/16)

Gwen Preston, Resource Maven -"TV is the only primary zinc producer on the TSX, which makes it a clear go-to stock for those seeking zinc exposure." (7/20/16)

Christopher Ecclestone, Hallgarten & Co. -"We are initiating coverage on ALK, one of the most cashed up REE plays whose ability to self fund separates it from the rest of the pack." (7/19/16)

Joseph Gallucci, Dundee Capital Markets -"TV now has two operating zinc mines on line at the perfect time to catch positive zinc fundamentals." (7/19/16)

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