Streetwise Silver Articles
Junior Survival Strategies for a Dismal 2014
Source: Dorothy Kosich, Mineweb (10/16/13)
"A number of junior companies with Nevada gold exploration projects are in a position to survive the financing downturn if they are willing to employ certain managerial strategies."
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Tom Szabo: The Peerless Way to Precious Metal Profits
Source: Brian Sylvester of The Gold Report (10/14/13)
Tom Szabo, an investment strategist and principal of MetalAugmentor.com, does not believe that you can judge all gold companies the same. Szabo uses the Peerless concept to rank companies qualitatively, but dynamically, as their circumstances change. In this interview with The Gold Report, Szabo discusses explorers, developers and producers that he believes are one of a kind.
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Born Libertarian: Doug Casey on Ron Paul and the Price of Freedom
Source: JT Long of The Gold Report (10/11/13)
The country may be going in the wrong direction, but born Libertarians Dr. Ron Paul and Casey Research founder Doug Casey are enjoying the power of sowing dissention by spreading ideas. In this interview at the Casey Research 2013 Summit in the wake of Ron Paul's keynote address, Casey tells The Gold Report why he believes the U.S. is looking more like ancient Rome in its final days and how he is planning for the coming crisis—in another country watching on his big-screen television.
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Gold and America's Fake Default
Source: Adrian Ash, Bullion Vault (10/11/13)
"Gold just isn't working as advertised, in short, as U.S. default draws near."
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Greg McCoach Says Keep the Best and Dump the Rest
Source: Kevin Michael Grace of The Gold Report (10/9/13)
Greg McCoach, publisher of Mining Speculator newsletter, is not ashamed to admit he has taken a big hit in juniors in the last couple of years. What he has done in response is what he advises all investors to do in this interview with The Gold Report: Get rid of the also-rans and keep and build positions in those companies that have what it takes to gain in multiples when the market recovers. And he suggests six companies that could do just that.
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Clive Maund: The Mining Sector Resembles the Somme Battlefield
Source: Special to The Gold Report (10/7/13)
Technical trader Clive Maund, the force behind CliveMaund.com, tells The Gold Report that the prolonged naked shorting of precious metals stocks has been immensely destructive to the sector and has left a battlefield littered with corpses, like the first day of the Battle of the Somme. The silver lining: He believes his charts are showing a Head-and-Shoulders bottom, which could signal an excellent entry point. That is good news for the companies Maund highlights, which he believes are strong enough to survive the onslaught.
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Quality over Quantity Stressed at Colorado Conferences
Source: JT Long of The Gold Report (10/4/13)
If it is fall, it must be conference season in Colorado. The Denver Gold Forum, held Sept 22–25, was an invitation-only event billed as featuring seven-eighths of the world's publicly traded gold and silver companies measured by production. It was preceded by the Precious Metals Summit in Beaver Creek, which focused on smaller, emerging companies, some 90 of them with market caps of at least $20 million. Attendees included analysts, fund managers and institutional investors eager to hear updates on companies they own—or may want to own in the future. The Gold Report Publisher Karen Roche and Associate Publisher Jason Mallin were there and brought back this report.
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Bob Moriarty: Ignore the Noise and Profit from Gold's Volatility
Source: JT Long of The Gold Report (10/2/13)
Opining that Fed Chairman Ben Bernanke has put a stake in the heart of the dollar, Bob Moriarty of 321gold advises people to invest in something real or be prepared to see their investments go to money heaven. Attributing many of the declines in share prices to irrational behavior, he tells The Gold Report about several of the bright companies now selling at "absurdly cheap" share prices.
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Rick Mills: Greenland Is the Final Frontier for Lower-Cost Mining
Source: Kevin Michael Grace of The Metals Report (10/1/13)
Industrial minerals like copper and nickel are essential to global economic expansion. But everywhere you look, grades are getting lower, and costs are getting much, much higher. Is there a way out? Rick Mills says mining companies need to look to Greenland. In this interview with The Metals Report, the owner and host of Ahead of the Herd.com lauds the world's largest island for its vast resources, its one-stop regulatory system and its year-round access to ocean transportation.
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See No Evil: Silver Price Manipulation Probe Dropped
Source: Tony Daltorio, Money Morning (9/27/13)
"This decision highlights the fact that regulators face very stiff obstacles in proving market manipulation despite the expanded powers the CFTC received in the 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act."
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An Investing Opportunity of a Lifetime: Lessons from the Sprott Precious Metals Roundtable
Source: Moderated by John Budden of Sprott Resources (9/25/13)
What happens when you bring together four of the top minds in the precious metals investing space to share insights from the front lines of gold, silver platinum and palladium investing? These excerpts from a Sprott Resources Roundtable featuring Gloom, Boom and Doom Report Publisher Marc Faber, Sprott Asset Management Chief Investment Strategist John Embry, Sprott Global Resource Investments Founder Rick Rule and Sprott Asset Management Founder Eric Sprott prove that great minds think big.
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Brent Cook: Do NI 43-101s Provide a False Sense of Security?
Source: Karen Roche of The Gold Report (9/18/13)
Many mining companies find themselves in a high-grading dilemma, according to Brent Cook, publisher of Exploration Insights. As companies deplete higher grade reserves, they have to acquire new deposits. But unless you are a geologist, don't look to NI 43-101s to always give you reliable information about the quality of a resource. They often don't provide the data needed to make intelligent decisions, says Cook in this interview with The Gold Report. Cook is interested in investing only in world-class deposits and shares some of the names on his list.
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Summers' Fed Exit Fails to Spur Precious Metals
Source: Adrian Ash, Bullion Vault (9/16/13)
"Former U.S. Treasury Secretary Larry Summers last night withdrew from being considered for the role of U.S. Federal Reserve chief, citing strong political opposition."
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What Western Supply and Asian Demand Mean for Gold: Brien Lundin
Source: Brian Sylvester of The Gold Report (9/9/13)
The global rally for gold underway since late June will soon translate to juniors, says Brien Lundin, CEO of Jefferson Financial and the publisher/editor of Gold Newsletter. With so many undervalued companies in safe North American jurisdictions, he sees no reason to add sovereign risk to a portfolio. In this interview with The Gold Report, Lundin details which companies he follows and why, highlighting one area where major discoveries are "lined up like pearls on a string."
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Five Ways to Play Gold and Silver
Source: Byron King, Daily Reckoning (9/5/13)
"The past two years have not been kind to our favorite precious metals."
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Follow the Beta Plays with Junior Silver Miners: PureFunds' Andrew Chanin
Source: Brian Sylvester of The Gold Report (8/28/13)
PureFunds has a simple strategy: Be first in the market with innovative exchange-traded funds. Andrew Chanin, PureFunds' co-founder and COO, describes the firm's ISE Junior Silver ETF and the factors that make a "leveraged play to the actual spot price of the metal." In this interview with The Gold Report, Chanin goes on to list some of the names included in the fund and explains how they contribute to its success.
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Small (Capex) Is Beautiful in Silver and Gold, Says Salman's Ash Guglani
Source: Kevin Michael Grace of The Gold Report (8/26/13)
Multibillion-dollar capital expenditures for precious metals projects have gone the way of the dinosaur, says Ash Guglani, research analyst at Salman Partners. In this interview with The Gold Report, Guglani delivers a report card for eight gold and silver companies, with the highest grades going to those that have kept down costs and have kept capital requirements modest.
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Chris Mancini: The Good, the Not-So-Bad and the Maybe Ugly of Gold Equities
Source: Kevin Michael Grace of The Gold Report (8/19/13)
With gold in the $1,300s, Gabelli Gold Fund Research Analyst Chris Mancini recommends performing triage on the gold equity sector. In this interview with The Gold Report, Mancini says that companies with cash and cash flow will survive the crisis, while those with the ability to take advantage of the downturn, like streaming companies, will do the best of all.
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Casey's Louis James Warns: 'Don't Try to Time the Market'
Source: JT Long of The Gold Report (8/14/13)
Don't ask Louis James if the gold price has reached bottom. He doesn't care. The senior editor with Casey Research is too busy trying to ferret out those gold miners with a bird in the hand, as he calls it in this interview with The Gold Report. He travels the world, most recently visiting Ethiopia, looking for companies with an overlooked story, an undervalued mine, an underappreciated grade. While James knows no one can time the market, he is quite certain he has found some good values.
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Miners with the Grade to Survive the Silver Downturn: Chris Lichtenheldt
Source: Kevin Michael Grace of The Gold Report (8/12/13)
It's one thing for a silver producer to make a profit at $28/oz and quite another to do the same at $20/oz, declares Chris Lichtenheldt, senior mining analyst at Dundee Capital Markets. In this interview with The Gold Report, Lichtenheldt examines eight silver companies, detailing which ones will be rewarded for high-grade assets and which ones punished for high costs. And he explains why one of his favorites is a silver company that doesn't actually produce silver.
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Finding Bargains Down Under with Rick Rule
Source: Karen Roche of The Gold Report (8/5/13)
Down markets are notoriously rife with good deals, and nowhere is this truer than Down Under. In this interview with The Gold Report, Rick Rule, founder of Sprott Global Resource Investments, explains how he takes advantage of Australia's small, volatile market and investors' ethnocentrism to find high-quality companies whose shares are, in his opinion, going for a steal.
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Ron Struthers: Are Gold Equities on the Cusp of an Upswing?
Source: Brian Sylvester of The Gold Report (7/29/13)
It is like a carrot on a stick for small-cap mining investors: the promise that we have finally hit bottom and prices will rise again for gold and mining stocks. That time is almost here, according to Ron Struthers, the publisher and editor of Struthers' Resource Stock Report. In this interview with The Gold Report, Struthers discusses how a run on bullion banks has played with the gold price and which indicator is telling him things are about to move. If Struthers' forecast is right, the gold market could be on the cusp of one of its best corrections yet.
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Now Is the Time to Build New Mines, But It Ain't That Easy
Source: Lawrence Williams, Mineweb (7/29/13)
"Financial analysis suggest now is the ideal to start work on mega mining projects before price cycles turn up again, but this is easier said than done."
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Three Qualities That Separate Junior Gold Winners from Losers: Eric Coffin
Source: Kevin Michael Grace of The Gold Report (7/22/13)
Gold juniors need to get back to the basics, says Eric Coffin, and it is going to take large discoveries to get the market excited again. In this interview with The Gold Report, the publisher of Hard Rock Analyst explains how the new economics of gold production require investors to concentrate on companies with three specific qualities, and names companies and the regions that could generate breakout projects.
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'Mexico Mike' Kachanovsky Believes the Best Cure for Low Prices Is Low Prices
Source: Brian Sylvester of The Gold Report (7/17/13)
Even though precious metals stocks are going through a nasty and unpleasant interval, Mike Kachanovsky, founder and partner of smartinvestment.ca, looks at the market through a bullish lens. Shrewd accumulators are buying all the gold and silver juniors they can. When prices recover, investors will realize that mining stocks have been driven down to generational lows and money will rapidly flow back into the juniors. In this interview with The Gold Report, Kachanovsky details actions smaller juniors can take to survive the downturn and discusses companies with the resources to stay afloat until the markets rebound.
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