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

Ralph Aldis

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


Samuel Pelaez

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


David Morgan

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


Rob McEwen

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


Samuel Pelaez

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


Lobo Tiggre

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


Ralph Aldis

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


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


Gwen  Preston

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


Frank Holmes

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


Ralph Aldis

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


Lobo Tiggre

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


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


Matt Geiger

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


Joseph McAlinden

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


Mick Carew

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


Stefan Ioannou

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


Warren Irwin

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


Paul Renken

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


Eric Coffin

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


Joe Reagor

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


Rick Mills

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


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


David Talbot

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


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


Eric Coffin

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


Thibaut Lepouttre

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


Philip Richards

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


Michael Curran

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


Eric Lemieux

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


Joseph McAlinden

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


Marin Katusa

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


Frank Holmes Brian Hicks

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


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


Andrew Pullar

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


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


David Morgan

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


Blair Way

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


James Wilson

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


Brien Lundin

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


Mick Carew

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


Carsten Ringler

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


Douglass Loud Jeffrey Mosseri

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


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


Andrew Kaip

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


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 >


Top

Companies

Avrupa Minerals Ltd. (AVU:TSX.V; AVPMF:OTC: 8AM:FSE) Avrupa Minerals Ltd. is a growth-oriented junior explorations and development company directed to discovery of mineral deposits, using a prospect generator model. The company holds one 100% owned, se ...

Goldplay Exploration Ltd. (GPLY:TSX.V; GLYZF:OTCQB) Goldplay Exploration Ltd. is an advanced stage exploration company, with a diverse portfolio of gold and silver assets, ranging from recent discoveries (El Habal) to advanced resource-stage (San Marc ...

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

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

Shamrock Enterprises Inc. (SRS:CSE) Shamrock Enterprises Inc. is a Canada-based junior exploration mining company focused on the procurement, exploration and development of precious and base metal properties in North America. The compan ...

Silver Bull Resources Inc. (SVB:TSX; SVBL:NYSE.MKT) Silver Bull Resources Inc. is a Canada-based mineral exploration company engaged in exploring and developing the "Sierra Mojada" located in Coahuila, Mexico. The project is 100% owned and operated by ...

Top

News

A Good Run Comes to an End: Money Manager Places a Sell on This Stock Money manager Adrian Day explains why he believes this stock should be sold now. - Adrian Day for Streetwise Reports (12/17/18) More >

Firm Progresses to Phase Two of E-Waste Concentration Plant This stage will allow for maximized recovery of precious metals. - Streetwise Reports (12/15/18) More >

Precious Metals Firm Settles Tax Dispute with Canadian Agency Company states that the settlement "removes uncertainty with the use of our business model." - Streetwise Reports (12/14/18) More >

Explorer Wraps Up 'Significant Season' in British Columbia's Golden Triangle Canadian gold resource company wraps up 2018 with drill results that extend the mineralization found at its project in British Columbia's Golden Triangle. - Streetwise Reports (12/13/18) More >

Junior Gold Explorer in Brazil Now Completely Surrounded by Several of World's Largest Copper Mining Companies A junior holds a large tract of land in an area that has seen artisanal gold mining for generations that could turn out to be a major copper porphyry belt. - Streetwise Reports (12/11/18) More >

Bob Moriarty's Outlook on 2019 In a wide-ranging conversation, Bob Moriarty of 321 Gold discusses with Maurice Jackson of Proven and Probable geopolitics, economics, Bitcoin, precious metals and more. - Maurice Jackson for Streetwise Reports (12/11/18) More >

On the Search for a Major Copper Porphyry in Peru Bill Pincus, president and CEO of Miramont Resources, speaks with Maurice Jackson of Proven and Probable about his company's latest exploration efforts in Peru. - Maurice Jackson for Streetwise Reports (12/10/18) More >

Explorer's Focus Is on 'High-Grade Gold in World-Class Districts' Chris McFadden, CEO of NxGold, sits down with Maurice Jackson of Proven and Probable to discuss his company's exploration efforts on two continents. - Maurice Jackson for Streetwise Reports (12/4/18) More >

Canadian Mining Company Takes Advantage of Boom in Energy Storage As green energy initiatives boost the need for graphite, one company continues to explore for the element in an unlikely place. - Streetwise Reports (12/4/18) More >

Avrupa Starts to Drill the Large Alvalade Project in Portugal Thibaut Lepouttre of Caesars Report profiles a company active in Portugal that uses the prospect generator model. - Thibaut Lepouttre for Streetwise Reports (12/4/18) More >

Metals Explorer and Developer Starts Follow-up Drilling at Portugal Project Recent geological data review and analyses suggest further exploration upside there. - Streetwise Reports (12/1/18) More >

Feasibility, Permitting, Drilling Advance at These Mining Companies Fund manager Adrian Day reviews some of the gold companies on his list, including a family of juniors all of which offer good targets for picking up in tax-loss selling seasons. - Adrian Day for Streetwise Reports (11/30/18) More >

Final Drill Results Confirm Significant Cu-Au Porphyry on Golden Triangle Asset The mineralization at this explorer's project in British Columbia remains open in two directions. - Streetwise Reports (11/29/18) More >

Solid Copper-Gold Stock at 'Favorable Entry Point' Technical analyst Clive Maund explains why he believes this company that has copper-gold-silver exploration projects in British Columbia is a "strong speculative buy." - Clive Maund for Streetwise Reports (11/26/18) More >

Company to Supply Graphite Tons Per Offtake Agreement This Canadian firm advances its Madagascar assets. - Streetwise Reports (11/26/18) More >

Graphite Company Opens Metallurgical Lab in West Africa The new facility will serve multiple purposes. - Streetwise Reports (11/21/18) More >

Royalty Companies Move Ahead, Justifying Their Premiums Money manager Adrian Day reviews royalty companies and also updates exciting news at other companies in his portfolio. - Adrian Day for Streetwise Reports (11/15/18) More >

Mining Solutions Firm Receives Patent for Gold Extraction Process This company's system, which is portable and nontoxic, affords mining companies cost and time efficiencies. - Streetwise Reports (11/14/18) More >

Using the 'Big Think' to Find Zinc in Ireland Bart Jaworski, CEO of Group Eleven Resources, talks with Maurice Jackson of Proven and Probable about his company's exploration efforts in Ireland. - Maurice Jackson for Streetwise Reports (11/12/18) More >

Advancing Graphite Projects in Madagascar Dan Weir, executive chairman of DNI Metals, speaks with Maurice Jackson of Proven and Probable about the personnel changes the company has made and its plans to obtain the environmental permits for the company's graphite projects in Madagascar. - Maurice Jackson for Streetwise Reports (11/12/18) More >

Golden Arrow Resources: Rock Solid Leveraged Play on Silver The Critical Investor explains why he believes this company is one of the safest leveraged plays on the silver price. - The Critical Investor for Streetwise Reports (11/7/18) More >

A Great Day for Metals as Platinum Breaks Out Technical analyst Clive Maund tracks movements in the platinum, gold and silver markets. - Clive Maund for Streetwise Reports (11/4/18) More >

End in Sight for 'Unloved' Silver Technical analyst Clive Maund charts silver and explains why he believes the metal's prospects are changing. - Clive Maund for Streetwise Reports (11/4/18) More >

On the Search for Platinum Group Metals in Montana Michael Rowley, president and CEO of Group Ten Metals, sits down with Maurice Jackson of Proven and Probable to discuss his company's exploration for platinum, palladium, nickel, copper and cobalt in the Stillwater area of Montana. - Maurice Jackson for Streetwise Reports (11/2/18) More >

Diversified Miner Must Accelerate Q4/18 Production to Achieve Guidance A BMO Capital Markets report reviewed this multinational company's Q3/18 numbers and Q4/18 outlook. - Streetwise Reports (10/31/18) More >

Miner Finds High-Grade Vanadium Mineralization at Utah Complex This company provided an update on its own test mining and on federal governmental actions. - Streetwise Reports (10/27/18) More >

Adriatic Metals: A Polymetallic Explorer with Significant Potential The Critical Investor presents an analysis of Adriatic Metals by Kees Dekker, a mining investment consultant. - The Critical Investor for Streetwise Reports (10/25/18) More >

Exploring for High-Grade Silver in the Brownfields of the Yukon Greg Johnson, chairman and CEO of Metallic Minerals, sits down with Maurice Jackson of Proven and Probable to discuss his company's silver exploration in the Yukon. - Maurice Jackson for Streetwise Reports (10/24/18) More >

Where Were You 31 Years Ago? Sector expert Michael Ballanger explores the impacts of several historic market crashes. - Michael Ballanger for Streetwise Reports (10/22/18) More >

Graphite Firm Releases Batch of Borehole Results from Guinea Project This company continues working toward updating its mineral resource. - Streetwise Reports (10/20/18) More >

Golden Dragon Prospect Roars to Life in British Columbia The company released off-the-charts assay results from rock samples. - Streetwise Reports (10/16/18) More >

Canadian Metals Explorer Now Offers 'Attractive Entry Point' A Fundamental Research Corp. report relayed this company's investment highlights. - Streetwise Reports (10/13/18) More >

U.S. Precious Metals Firm's Q1 FY19 Streaming Deliveries, Revenue Beat Expectations A BMO Capital Markets report reviewed this Denver, Colo.-based company's quarterly sales. - Streetwise Reports (10/11/18) More >

Time to Rebalance Your Precious Metals Portfolio Some precious metals ratios are out of whack, says Andy Schectman of Miles Franklin Precious Metals Investments in conversation with Maurice Jackson of Proven and Probable, and explains why he believes now is a good time to rebalance. - Maurice Jackson for Streetwise Reports (10/10/18) More >

Golden Triangle a Bright Spot in Gold Exploration With gold prices moving sideways, the Golden Triangle of British Columbia—and several companies exploring there—continue to provide a bright spot for gold exploration. - Streetwise Reports (10/9/18) More >

A Mining Analyst's Perspective on the Industry A mining analyst with decades in the industry, Kees Dekker, in this interview with The Critical Investor, discusses not only his experience as an analyst in the field, but also numerous criteria that he recommends for investors to use when doing their due diligence. - The Critical Investor for Streetwise Reports (10/4/18) More >

Fieldwork Well Underway at Graphite Project in Guinea This Canadian company's feasibility study remains on target. - Streetwise Reports (10/3/18) More >

Moving Ahead with Graphite in Madagascar With graphite an in-demand metal for lithium-ion batteries and other uses, Dan Weir, executive chairman of DNI Metals, in conversation with Maurice Jackson of Proven and Probable, discusses the supply and demand situation for graphite, his company's recent settlement with Cougar Metals, and DNI's production plans. - Maurice Jackson for Streetwise Reports (10/1/18) More >

U.S. Uranium Company to Start Vanadium Production This Year Today's vanadium prices are such that with this shift, the energy firm could generate significant cash flow. - Streetwise Reports (9/29/18) More >

U.S. Patent Office Acts on Company's 'Portable Mining Apparatus' Application The technology for which the Notice of Allowance has been issued is the company's "HM X-tract mobile modular mining/extraction process." - Streetwise Reports (9/26/18) More >

Gold Investors: It Is Time for a Logic Lesson Precious metals expert Michael Ballanger discusses distortions in the markets. - Michael J. Ballanger for Streetwise Reports (9/26/18) More >

De-Risking Story Continues for Uranium and Vanadium Developer Vanadium and uranium are two of the few commodities whose prices have advanced recently, and Michael Ballanger discusses one company that is developing projects for both elements. - Michael J. Ballanger for Streetwise Reports (9/24/18) More >

Vanadium and Uranium Explorer Showing Technical Strength Portfolio manager and technical analyst John Newell of Fieldhouse Capital Management charts a uranium and vanadium explorer that is showing some movement. - John Newell for Streetwise Reports (9/24/18) More >

Trade War vs. Commodities Lobo Tiggre of the Independent Speculator discusses the trade war and its impact on commodities, and what that all means for resource investors. - Lobo Tiggre for Streetwise Reports (9/19/18) More >

Mining Prospects in Newfoundland Sector expert Ron Struthers takes a trip to Newfoundland and reports on companies working in the province. - Ron Struthers for Streetwise Reports (9/12/18) More >

Nevsun: Nearly There Fund manager Adrian Day looks at the new offer for Nevsun and the possibility of another bid coming. - Adrian Day for Streetwise Reports (9/10/18) More >

Analytical Paralysis in the World of Interventions Sector expert Michael Ballanger discusses the influences on market trading and the status of a pair of small-cap miners. - Michael Ballanger for Streetwise Reports (9/6/18) More >

Firm Makes Decision to Become North America's Next Copper Producer Matthew Gili, CEO of Nevada Copper, speaks with Maurice Jackson of Proven and Probable about his company's decision to bring the Pumpkin Hollow project into full production. - Maurice Jackson for Streetwise Reports (9/6/18) More >

Three Resource Companies with Joint-Venture Announcements to Advance the Investments Money manager Adrian Day looks at three resource companies in his portfolio with joint-venture announcements. - Adrian Day for Streetwise Reports (9/6/18) More >

Copper Developer Closes C$4.14M Financing, Receives C$4.8M Advance Payment from Wheaton Precious Metals The Critical Investor profiles a developer with a copper-zinc project in British Columbia that has been attracting financing despite the current base metals slump. - The Critical Investor for Streetwise Reports (9/4/18) More >

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Expert Quotes

Joe Reagor, ROTH Capital Partners -"We view SEA's additional Iron Cap drill results as impressive." (12/13/18)

Mike Kozak, Cantor Fitzgerald -"SEA's Iron Cap is shaping up to be the best deposit within KSM." (12/12/18)

Thibaut Lepouttre, Caesars Report -"Positive drill results at AVU's Alvalade could help attract a partner." (11/28/18)

Thibaut Lepouttre, Caesars Report -"AVU is gearing up for a drill program on its Alvalade project." (11/10/18)

Gwen Preston, Resource Maven -"TXR is raising $1.5M in a nonbrokered private placement." (11/7/18)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"TXR recently announced a CA$1.5M nonbrokered private placement." (11/1/18)

Joe Reagor, ROTH Capital Partners -"SEA's first two holes from Iron Cap showed significant mineralization." (10/31/18)

Gwen Preston, Resource Maven -"TXR will get back to drilling this winter at Yellowknife City." (10/31/18)

Jim Marrone, SingularResearch -"At Snowstorm, SEA should identify drill targets by year-end." (10/18/18)

Derek Macpherson, Red Cloud Klondike Strike Inc. -"LIO may be about to show significant exploration upside at Tuvatu." (10/5/18)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"LIO is trading at a discount to the value of its Tuvatu resource." (10/1/18)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"TXR added the Tom mine and Sickle properties to Yellowknife City." (10/1/18)

Rupert Merer, National Bank of Canada -"SRG contracted Met-Chem and consultants to complete an FS on Lola." (9/25/18)

Gwen Preston, Resource Maven -"TXR grew Yellowknife by acquiring the Tom mine and Sickle properties." (9/19/18)

Alex Koyfman, Penny Stock Millionaire -"CYBX entered into a deal to provide security for Island Mining." (9/7/18)

Byron King, Gold Speculator -"There's excellent upside for TXR." (9/4/18)

Joe Reagor, ROTH Capital Partners -"There is room for value creation at SEA's KSM and Courageous Lake." (8/12/18)

Byron King, Gold Speculator -"TXR is working in and around mines that delivered immensely rich ore." (8/7/18)

Gwen Preston, Resource Maven -"Surface work continues on TXR's Yellowknife City gold project." (8/1/18)

Joe Reagor, ROTH Capital Partners -"We are initiating coverage on SEA with a Buy rating; the company has a unique combination of gold price leverage and near-term catalysts." (7/13/18)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"LIO is a compelling development story with significant potential." (7/1/18)

Mike Niehuser, Scarsdale Equities -"LIO recently entered into a term sheet with Sinosteel and Baiyin." (6/18/18)

Mike Niehuser, Scarsdale Equities -"LIO entered into a term sheet for financing for development at Tuvatu." (6/6/18)

Eric Coffin, Hard Rock Analyst -"LIO is a Buy as it again moves forward toward production at Tuvatu." (6/5/18)

Derek Macpherson, Red Cloud Klondike Strike Inc. -"LIO is well positioned to continue to construction and production." (6/4/18)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"All four holes tested in TXR's Crestaurum zone hit mineralization." (6/1/18)

Eric Zaunscherb, Canaccord Genuity -"TXR announced a CA$3M financing to fund drilling and exploration." (5/29/18)

Byron King, Gold Speculator -"The Crestaurum structure at TXR's Yellowknife is continuous." (5/29/18)

Byron King, Gold Speculator -"TXR announced strong drill results in its Yellowknife play." (5/15/18)

Mike Kozak, Cantor Fitzgerald -"SEA discovered two new gold zones at its Courageous Lake project." (5/9/18)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"TXR is working on raising money for drilling at Yellowknife City." (5/1/18)

Derek Macpherson, Red Cloud Klondike Strike Inc. -"We visited LIO's Tuvatu and were generally impressed with this permitted high-grade project." (5/1/18)

Eric Zaunscherb, Canaccord Genuity -"We highlight ECS for its Idaho cobalt project in low-risk Idaho." (4/12/18)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"TXR assays give the sense that the area's potential remains uncapped." (4/1/18)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"Recent samples remind us that LIO's Tuvatu still has a lot of upside." (4/1/18)

Gwen Preston, Resource Maven -"With the $3M, TXR will keep looking for a Yellowknife gold deposit." (3/28/18)

Byron King, Gold Speculator -"Looking ahead, I foresee strong news flow from TXR." (3/20/18)

Jay Taylor, Gold, Energy & Tech Stocks -"Two holes at TXR's Yellowknife confirmed a 2.2 km mineralized zone." (3/9/18)

Tony Lesiak, Canaccord Genuity -"SEA's Iron Cap increased tonnage 133% and copper grades 27%." (2/13/18)

Mike Kozak, Cantor Fitzgerald -"SEA has grown Iron Cap by 14.5 Moz Au and 6.9 Blb Cu." (2/13/18)

Eric Zaunscherb, Canaccord Genuity -"ECS is targeting completion of an updated feasibility study in Q2/18." (2/12/18)

David Talbot, Eight Capital -"M&I tonnage grew 12.5% in the updated resource model for ECS' Idaho." (2/7/18)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"TXR has agreed to buy the Ptarmigan mine." (2/1/18)

David Talbot, Eight Capital -"We have increased our ECS target price to reflect new cobalt pricing." (2/1/18)

Gary Baschuk, PearTree Securities -"SEA is well-leveraged by its massive resource and expansion potential." (1/22/18)

Tony Lesiak, Canaccord Genuity -"SEA's 2018 winter drill program at Courageous Lake will initially test up to seven targets with sufficient strike and width continuity within 200m of surface; this will be followed by infill drilling to support a resource estimate." (1/8/18)

Gary Baschuk, PearTree Securities -"In 2017, TXR made new gold and base metal discoveries at Yellowknife." (12/21/17)

David Talbot, Eight Capital -"ECS' second Ram hole averaged 0.46% Co over a 43 ft core thickness." (12/18/17)

Eric Coffin, Hard Rock Analyst -"Adding Navilawa gives LIO many more targets to pursue." (12/18/17)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"TXR is ideally situated to generate news flow in early 2018." (12/15/17)

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