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

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


Frank Holmes

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


Ralph Aldis

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


Samuel Pelaez

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


David Morgan

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


Rob McEwen

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


Samuel Pelaez

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


Lobo Tiggre

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


Ralph Aldis

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


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


Gwen  Preston

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


Frank Holmes

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


Ralph Aldis

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


Lobo Tiggre

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


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


Matt Geiger

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


Joseph McAlinden

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


Mick Carew

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


Stefan Ioannou

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


Warren Irwin

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


Paul Renken

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


Eric Coffin

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


Joe Reagor

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


Rick Mills

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


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


David Talbot

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


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


Eric Coffin

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


Thibaut Lepouttre

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


Philip Richards

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


Michael Curran

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


Eric Lemieux

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


Joseph McAlinden

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


Marin Katusa

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


Frank Holmes Brian Hicks

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


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


Andrew Pullar

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


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


David Morgan

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


Blair Way

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


James Wilson

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


Brien Lundin

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


Mick Carew

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


Carsten Ringler

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


Douglass Loud Jeffrey Mosseri

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


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


Andrew Kaip

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


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 >


Top

Companies

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

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

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

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

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

Quaterra Resources Inc. (QTA:TSX.V; QTRRF:OTCQX) Quaterra is a copper exploration company with the objective of advancing its U.S. subsidiary's copper projects in the Yerington District, Nevada. The company also looks for the opportunities to acqui ...

Top

News

Explorer Set to Drill on 'Standout' Target in the Golden Triangle Resource Maven Gwen Preston describes how leadership and a promising project in British Columbia translates to a compelling option for investors. - Gwen Preston for Streetwise Reports (8/20/19) More >

Bob Moriarty: Resource Companies to Look at in Times of Financial Turmoil Bob Moriarty of 321 Gold explains why he believes the financial outlook is dismal and discusses a handful of resource companies that are on his radar. - Maurice Jackson for Streetwise Reports (8/19/19) More >

Explorer Launches Drill Program at B.C. Rare Earths Project The company aims to better delineate and potentially expand the deposit. - Streetwise Reports (8/13/19) More >

From Gold to Vanadium to Uranium, the Mercenary Geologist Has His Preferences Mickey Fulp, the Mercenary Geologist, and Maurice Jackson of Proven and Probable discuss the resurgent precious metals markets, as well as base metals, critical metals and energy metals. - Maurice Jackson for Streetwise Reports (8/8/19) More >

Firm Cashed Up to Explore PGE-Base Metals Asset in Montana The company closes a first tranche of a private placement for proceeds of approximately CA$1.5 million. - Streetwise Reports (8/6/19) More >

Miner Sees Potential in Historical Canadian Site In an interview with Maurice Jackson of Proven and Probable, executives from this prospect generator exploring in Ontario outline their work on a new project. - Maurice Jackson for Streetwise Reports (8/5/19) More >

Southern Silver Exploration: Making Excellent Progress at Cerro Las Minitas Thibaut Lepouttre of the Caesar’s Report has combed through the data, done the math and provides this assessment on the mining firm. - Thibaut Lepouttre for Streetwise Reports (8/3/19) More >

Explorer Prepares for August Start of 2019 Drill Campaign Permits have been obtained and a drilling company engaged. - Streetwise Reports (8/2/19) More >

Explorer Grows Mineralization System at Golden Triangle Property Recent drill results prompted mobilizing a second rig to boost exploration efforts. - Streetwise Reports (8/1/19) More >

Golden Arrow Resources Sells 25% Interest in Puna Operations to SSR Mining for $44.4M The Critical Investor looks beyond the headlines to analyze the factors behind the company's sale of its JV share to its partner. - The Critical Investor for Streetwise Reports (7/29/19) More >

Royalty Company Focuses on Project Generation In this interview with Maurice Jackson of Proven and Probable, the president and CEO of this royalty generator describes the business model and outlook for his firm. - Maurice Jackson for Streetwise Reports (7/24/19) More >

Miner to Sell 25% JV Interest to Partner Divesting of its ownership, the company deems, is a momentous achievement. - Streetwise Reports (7/23/19) More >

Through Drilling, Explorer Links High-Grade Mineralization from Surface to Depth The company has completed 6,500 meters of its current phase 1 program. - Streetwise Reports (7/22/19) More >

Initial Efforts Yield Four Exploration Targets in Yukon Copper District These areas resulted from the Canadian company's recent historical data compilation and fieldwork related to the property. - Streetwise Reports (7/16/19) More >

Palladium/Platinum Opportunity in Group Ten Bob Moriarty of 321 Gold explains why he is a fan of this PGE explorer with a project in Montana. - Bob Moriarty for Streetwise Reports (7/10/19) More >

Miner Advances Exploration at Flagship PGE Project In this interview with Maurice Jackson of Proven and Probable, the president and CEO of this company describes the most recent developments at its Montana prospect. - Maurice Jackson for Streetwise Reports (7/9/19) More >

The Charm of Fishing Sector expert Michael Ballanger explores the analogies between fishing and investing. - Michael Ballanger for Streetwise Reports (7/9/19) More >

Brixton Metals Focuses on the Atlin Gold Camp This company working in British Columbia is awaiting assay results of a 1,000-meter hole at Thorn, kicking off its exploration season, explains Thibaut Lepouttre of the Caesars Report. - Thibaut Lepouttre for Streetwise Reports (7/8/19) More >

Despite Q2/19 Production Setback, Miner Intends to Meet Full-Year Guidance A description of the current situation and near-term outlook were provided in a CIBC report. - Streetwise Reports (7/6/19) More >

Explorer Continues Work on Vanadium Project in Nevada In this exclusive interview, CEO Paul Cowley of First Vanadium discusses the vanadium market and his company's prospects with Peter Epstein of Epstein Research. - Peter Epstein for Streetwise Reports (7/6/19) More >

Miner Increases 2019 Production Guidance Due to Plant Expansion Progress The company remains in the first of a planned two-phase capital improvement project. - Streetwise Reports (7/2/19) More >

Silver Poised for a Breakout Technical analyst Clive Maund discusses why he believes silver is amazingly cheap and a sure sign that a major precious metals sector bull market is starting. - Clive Maund for Streetwise Reports (7/1/19) More >

Deadly Mine Collapse in the DRC to Have Repercussions The potential effects of the event on the copper market and the project's major joint venture partner are outlined in a BMO Capital Markets report. - Streetwise Reports (6/29/19) More >

Prospect Generator Acquires Project Portfolio in Sonora Dr. John-Mark Staude, CEO of Riverside Resources, speaks with Maurice Jackson of Proven and Probable about his company's recent agreement to acquire a portfolio of properties in Sonora. - Maurice Jackson for Streetwise Reports (6/28/19) More >

Alianza Minerals Raises C$750,000, Signs LOI with Coeur, Starts Exploration Programs The Critical Investor provides an update on recent developments with an explorer that has projects in the Yukon and Nevada. - The Critical Investor for Streetwise Reports (6/28/19) More >

Precious Metals Expert Rick Rule Shares 'Gold Nuggets of Wisdom' Maurice Jackson of Proven and Probable and Rick Rule of Sprott USA engage in a wide-ranging discussion covering Pareto's law, the importance of courage and conviction in investment, copper, mentors and the upcoming Sprott Natural Resource Symposium. - Maurice Jackson for Streetwise Reports (6/25/19) More >

Exploration Play in Mongolia Focuses on Promising Targets Peter Epstein of Epstein Research conducts an exclusive CEO interview with Sam Spring of Kincora Copper. - Peter Epstein for Streetwise Reports (6/25/19) More >

Keith Barron of Aurania Hasn't Found the Lost Cities. Yet. Bob Moriarty of 321gold examines the potential of a new discovery in Ecuador. - Bob Moriarty for Streetwise Reports (6/23/19) More >

Metallurgical Work on Rare Earth Elements Project in British Columbia Positive Testing generated 80% recoveries at a rare earth oxide concentrate grade of 44%. - Streetwise Reports (6/22/19) More >

Yes, Virginia, There Is Mining Here Peter Epstein of Epstein Research explores prospects in Virginia and Canada in this interview with the company's CEO. - Peter Epstein for Streetwise Reports (6/21/19) More >

Skyharbour Resources Shoots and Scores in Basement Rocks of the Athabasca Basin Good drill results from the Maverick Zone, coupled with strengthening sentiment on uranium, bode well for this company, says Peter Epstein of Epstein Research. - Peter Epstein for Streetwise Reports (6/21/19) More >

Miner Releases Resource for Arizona Zinc-Lead-Silver Deposit A BMO Capital Markets report gave the new figures for tons and grades and compared them to ones in a prior estimate. - Streetwise Reports (6/19/19) More >

Explorer Shifts Focus at Gold-Copper Asset in B.C. The goal now is to understand the entire project and its potential. - Streetwise Reports (6/19/19) More >

Barksdale Capital Gains Stamp of Approval from Teck Bob Moriarty of 321 Gold discusses a company with an Arizona copper project that has been getting a lot of attention. - Bob Moriarty for Streetwise Reports (6/13/19) More >

Royalty Generator Adds Assets in Goodpaster District of Alaska The president and CEO of this royalty company discusses what Maurice Jackson of Proven and Probable calls a "highly efficient, three-pronged business model." - Maurice Jackson for Streetwise Reports (6/11/19) More >

Rockridge Punches 2.45% CuEq over 15.2m Near Surface Bob Moriarty of 321 Gold explains why he's excited about the drill results at this company's copper mine. - Bob Moriarty for Streetwise Reports (6/11/19) More >

Rockridge Resources Reports 7 Assays Peter Epstein of Epstein Research outlines the latest news from this explorer, including an intercept of 15m at 2.45% copper equivalent. - Peter Epstein for Streetwise Reports (6/11/19) More >

Explorer Outlines 2019 Drill Program for Montana Project The company will tackle the most advanced, highly prospective targets first. - Streetwise Reports (6/5/19) More >

Environmental Issues to Be Remediated at Copper Explorer's Nevada Property The two companies involved signed an agreement outlining the details. - Streetwise Reports (6/4/19) More >

Defense Metals Corp.: Rare Earth Metals Play with Tiny Market Cap but Giant Potential These are exciting times for this company and others like it, with prices for rare earth elements on the rise and geopolitical factors in play, says Peter Epstein of Epstein Research. - Peter Epstein for Streetwise Reports (5/30/19) More >

Explorer Lays Out Plans for Upcoming Drill Season This company's plans for the upcoming exploration season in the Canadian Yukon and the Golden Triangle, and why they should be exciting for investors, are discussed in this interview with Maurice Jackson of Proven and Probable. - Maurice Jackson for Streetwise Reports (5/29/19) More >

Explorer Reports High-Grade Polymetallic Mineralization at Two Montana Project Targets These results are from the Canadian company's 2018 exploration efforts and ongoing data synthesis and modeling work. - Streetwise Reports (5/29/19) More >

Acquirer of Copper Deposits Identifies Mineralized Target at Golden Triangle Project This development resulted from the compilation and study of historical project data. - Streetwise Reports (5/27/19) More >

Aben Drills Pointing at Justin for Start of 2019 Exploration This explorer in the Yukon and British Columbia's Golden Triangle is ready to make news in upcoming drill season, says Rick Mills of Ahead of the Herd. - Rick Mills for Streetwise Reports (5/27/19) More >

Explorer Holds Promising Zinc Prospects in Ireland In this interview with the CEO of a junior miner, Maurice Jackson of Proven and Probable delves into exploration plans on the company's two flagship properties. - Maurice Jackson for Streetwise Reports (5/25/19) More >

Rick Rule: Tricks of the Trade--How to Find Deep Value in Commodities Investment Maurice Jackson of Proven and Probable and Rick Rule of Sprott USA discuss the ins and outs of modern investment in the precious metals and commodities markets. - Maurice Jackson for Streetwise Reports (5/25/19) More >

Canadian Gold Explorer Outlines 2019 Drill Program The firm intends to extend its drill season this year by one month. - Streetwise Reports (5/24/19) More >

Site Visit Shows Mining Company Now in Development Phase Project highlights gleaned during the trip are recounted in a BMO Capital Markets report. - Streetwise Reports (5/23/19) More >

Delrey Metals Goes Definitive on a Blockbuster Vanadium/Iron/Titanium Property Peter Epstein of Epstein Research discusses the company's latest option to acquire 80% of a large vanadium project in Newfoundland and Labrador. - Peter Epstein for Streetwise Reports (5/21/19) More >

Firm Plans Two-Phase 2019 Drill Program at Golden Triangle Asset This is a follow-up campaign to last year's discovery of a high-grade copper-gold porphyry system there. - Streetwise Reports (5/20/19) More >

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Expert Quotes

Clive Maund, CliveMaund.com -"PGE's stock is powering up for a really big move." (7/19/19)

Clive Maund, CliveMaund.com -"Buying PGE now is a very good way of stacking the odds in your favor." (7/16/19)

Joe Reagor, ROTH Capital Partners -"SEA's KSM gained optionality as to development timing and method." (7/15/19)

Dalton Baretto, Canaccord Genuity -"The visit to SEA's KSM showed the optimization efforts underway." (7/15/19)

James Kwantes, Resource Opportunities -"PGE's share price does not reflect the potential of Stillwater West." (7/14/19)

Clive Maund, CliveMaund.com -"LIO is thought to be done consolidating and ready for its next upleg." (7/11/19)

Eric Coffin, Hard Rock Analyst -"LIO's hole TUDDH4884 reported 8.55m grading 10.51 g/t gold." (6/25/19)

James Kwantes, Resource Opportunities -"PGE plans to drill this summer at its large Stillwater West project." (6/23/19)

Derek Macpherson, Red Cloud Klondike Strike Inc. -"SEA plans to test the district scale potential of its KSM property." (6/19/19)

Mike Kozak, Cantor Fitzgerald -"SEA will now shift its focus to two new exploration targets at KSM." (6/18/19)

Mike Niehuser, Scarsdale Equities -"LIO's Tuvatu gold project is in an advanced stage of development." (6/17/19)

Mike Kozak, Cantor Fitzgerald -"SEA entered an agreement to acquire the Goldstorm project in Nevada." (6/6/19)

Derek Macpherson, Red Cloud Klondike Strike Inc. -"Goldstorm is a good add to SEA's Snowstorm land package." (6/6/19)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"LIO began drilling at Tuvatu, initially focusing on the HT corridor." (6/1/19)

Maurice Jackson, Proven and Probable -"GCX has just made a great acquisition on its technical team and has formed an advisory board." (5/30/19)

Peter Epstein, Epstein Research -"DEFN's Wicheeda could be in small-scale commercial production soon." (5/28/19)

Rick Mills, Ahead of the Herd -"Shareholders of DEFN can expect significant news flow starting soon." (5/24/19)

Joe Reagor, ROTH Capital Partners -"SEA continues to work to attract a JV partner for its flagship KSM." (5/16/19)

Eric Coffin, Hard Rock Analyst -"I'm happy to see LIO's Tuvatu get some more intensive drilling." (5/8/19)

James Kwantes, Resource Opportunities -"PGE is working to monetize other noncore assets." (5/5/19)

Mike Niehuser, Scarsdale Equities -"There is logic in LIO showing Tuvatu's potential before production." (4/24/19)

Clive Maund, CliveMaund.com -"This is a good point to pick QTA up again." (4/18/19)

Derek Macpherson, Red Cloud Klondike Strike Inc. -"LIO announced aggressive plans to explore its consolidated property." (4/14/19)

Ron Struthers, Struthers Resource Stock Report -"DNI's Vohitsara came in with an Inferred 4 Mt at 5% graphitic carbon." (4/5/19)

Derek Macpherson, Red Cloud Klondike Strike Inc. -"Share price underperformance created a buying opportunity in SEA." (4/4/19)

Gary Baschuk, PearTree Securities -"We expect SEA will continue advancement on all principal assets." (3/25/19)

Siddharth Rajeev, Fundamental Research Corp. -"QTA's low valuation metrics make it an acquisition target." (3/15/19)

Rick Mills, Ahead of the Herd -"The finding of praseodymium in DEFN's bulk sample is significant." (3/14/19)

Keith Kohl, Pure Energy Trader -"QTA is looking grossly undervalued at current prices." (3/14/19)

Joe Reagor, ROTH Capital Partners -"SEA's Iron Cap should have a meaningful impact on project economics." (3/13/19)

Mike Kozak, Cantor Fitzgerald -"SEA has grown Iron Cap by 0.46 Moz Au and 177 Mlb Cu (Indicated)." (3/12/19)

Derek Macpherson, Red Cloud Klondike Strike Inc. -"The higher-grade resources at SEA's Iron Cap increased slightly." (3/12/19)

Dalton Baretto, Canaccord Genuity -"Indicated and Inferred resources at SEA's Iron Cap grew substantially." (3/12/19)

Eric Coffin, Hard Rock Analyst -"The reason for the increased interest in LIO is Quinton Hennigh." (3/11/19)

Bob Moriarty, 321 Gold -"US$6M will buy QTA a lot of progress on its various projects." (3/8/19)

Clive Maund, CliveMaund.com -"QTA is a 'no brainer' investment; its copper assets are free." (3/4/19)

Bob Moriarty, Proven and Probable -"Greg Johnson has a company that specializes in copper, GCX; I think it will end up being a home run." (3/3/19)

Rick Mills, Ahead of the Herd -"DEFN has come up with a very manageable plan to cost effectively put an extremely prospective rare earths deposit into production." (3/2/19)

Brien Lundin, Gold Newsletter (Jefferson Financial) -"LIO plans to power its Tuvatu plant with a solar/diesel power plant." (3/1/19)

Clive Maund, CliveMaund.com -"We have a situation with LIO now that is explosively bullish." (3/1/19)

Michael Fowler, Loewen, Ondaatje & McCutcheon -"PGE's exploration work at Stillwater West will continue in 2019." (2/27/19)

Chen Lin, What Is Chen Buying? What Is Chen Selling? -"Another miner that I have been adding lately is SEA." (2/12/19)

Bob Moriarty, 321 Gold -"DEFN offers investors an interesting option in light REEs and uranium." (2/4/19)

Bob Moriarty, 321 Gold -"By April, QTA will close on the water sale and will bring in $6M." (1/28/19)

Clive Maund, CliveMaund.com -"QTA has valuable water rights that are much in demand." (1/28/19)

Clive Maund, CliveMaund.com -"I'm a believer that PGE is about to start a second impulse wave." (1/28/19)

Rick Mills, Ahead of the Herd -"In the new year DEFN began trading on the TSX Venture Exchange." (1/26/19)

Keith Kohl, Pure Energy Trader -"QTA is currently working to solidify the PEA for MacArthur." (1/25/19)

Derek Macpherson, Red Cloud Klondike Strike Inc. -"SEA is positioning itself as a gold-copper developer to watch." (12/18/18)

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

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