Streetwise PGM - Platinum Group Metals Articles
Heiko Ihle: Back to Precious Metals Equity Investing Basics
Source: Brian Sylvester of The Gold Report (1/26/15)
Investing in mining equities can get rather complicated but Heiko Ihle, managing director at H.C. Wainwright & Co., says precious metals equity investors need to focus on just three criteria: jurisdiction, management and asset viability. In this interview with The Gold Report, he explains his rationale and discusses several of his preferred gold and silver names.
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So Bad It's Good: Surviving 2014
Source: JT Long of Streetwise Reports (11/25/14)
As we approach Thanksgiving in the States, Streetwise Reports
reached out to some of our most popular experts for perspective on the natural resource market during this volatile time. While some thought 2014 was so bad it was good—for contrarian investors—others will be all too happy to see the year in the rearview mirror.
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Chen Lin Says Gold Miners Need to Produce at $1,000/oz or Less to Survive
Source: Kevin Michael Grace of The Gold Report (11/17/14)
How low can gold go? Chen Lin expects a probable near-term low of $1,000/ounce. The author of the What is Chen Buying? What is Chen Selling? newsletter says that at that price we can expect a bloodbath of companies, both large and small. Gold cannot be kept down forever, however, and once the bottom is in, those miners that have survived will be in an enviable position, able to buy lucrative assets at bargain prices. In this interview with The Gold Report, Lin identifies several producers and one near-term project uniquely positioned for the next bull market.
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A Year of Hard-Wrought Lessons for Platinum
Source: Duduzile Ramela, Moneyweb (10/20/14)
"Mechanization is becoming more viable; we're going to see a more skilled workforce..."
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Will Russia and South Africa Become the OPEC of Platinum?
Source: Teresa Matich, Resource Investing News (10/12/14)
"Bloomberg reported last Wednesday that Russia and South Africa will meet next month to discuss their mutual interest in the white metals, and the possibility of bolstering prices."
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Rick Rule: Seeing a Bullish Transition in Junior Gold Miners
Source: Tekoa Da Silva, SprottGlobal Resource Investments (9/26/14)
"The market itself is very healthy. You are seeing a transition. . .a transition that doesn't suggest, but rather screams that [junior resource issues are] under accumulation—which is a very, very bullish sign."
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Today's U.S. 'Baby' Will Consume 3 Mlbs Metals and Minerals In Lifetime
Source: Lawrence Williams, Mineweb (9/1/14)
"The projected lifetime consumption of metals and minerals by today's U.S. baby extrapolated across the world presents an enormous challenge for the global resource sector."
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2014 Commodities Halftime Report
Source: Frank Holmes, U.S. Global Investors (7/14/14)
"After a disappointing 2013, the commodities market came roaring back full throttle, outperforming the S&P 500 Index by more than four percentage points and 10-year Treasury bonds by more than six."
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David H. Smith: PGMs Will Lead the Charge of the Bulls
Source: Brian Sylvester of The Gold Report (7/7/14)
Precious metals investors have endured much hardship during the recent bear market but David H. Smith, senior analyst with David Morgan's The Morgan Report, believes that another secular bull market in precious metals is already underway. In this interview with The Gold Report, Smith says that platinum group metals will lead the resurgence and have a favorable long-term risk/reward ratio. He outlines some PGM, gold and silver companies that can grab the bull by its horns.
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Palladium Price Soars to 13-Year High
Source: Kip Keen, Mineweb (7/7/14)
"Palladium's performance sets it apart from platinum. While platinum prices have been strong lately, reflecting the aftermath of the platinum sector strike in South Africa, that movement pales in comparison to palladium."
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Bigger than Gold: It's Time to Buy the Precious Metal That's Primed to Double
Source: Peter Krauth, Money Morning (6/23/14)
"For perspective, there were 5.4B cell phones on the planet in 2009. By the end of this year, estimates are that there will be 8B. It's going to take a lot of palladium for the world to keep talking, texting and tweeting."
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Jeb Handwerger: China Isn't Slowing Down, It's Buying Up (Resources, that Is)
Source: Tom Armistead of The Energy Report (3/18/14)
Headlines about a Chinese economic slowdown may get good web traffic, but the real story is that China is buying up uranium and other resources around the world, says Gold Stock Trades writer Jeb Handwerger. Meanwhile, tensions in Russia highlight the massive country's resource dominance in natural gas, oil, uranium, platinum group metals, rare earths and nickel. Handwerger tells The Mining Report that North America is already acting to develop resources that can meet both domestic and international demand—and this global geopolitical uncertainty is an investment opportunity.
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Paul Renken: For 2014 Gains, Look to Uranium, PGMs and Gems
Source: Brian Sylvester of The Mining Report (2/25/14)
Paul Renken, senior geologist and analyst with VSA Capital, calls 2014 a soft year for gold and silver prices, but foresees stronger prices—and demand—for nickel, copper and tech metals as the year progresses. In this Mining Report interview, he lists the three commodities investors should feel good about and digs into the details of the Indonesian ban on exports of raw ore.
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Rules of Thumb for Junior Mining Speculators: A Light at the End of the Tunnel
Source: Brent Cook, Exploration Insights (1/13/14)
"Fundamental trends have been set in motion over the past few years that follow upon the previous decade-long bull market and that point to an improving investment climate for the junior miners."
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Zinc or Swim: Do Base Metals Have a Future?
Source: Peter Byrne of The Mining Report (1/7/14)
Joseph Gallucci of Dundee Capital Markets sees a rosy future for zinc investors. As the large zinc mines shut down, the juniors are stepping forward to meet growing demand for the industrial staple. In this interview with The Mining Report, Gallucci delivers smart tips for base metals investors on where to find opportunity when zinc prices start to climb.
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Platinum and Copper Are the Metals of the Future: Robert Friedland
Source: Lawrence Williams, Mineweb (12/2/13)
Robert Friedland's presentation at MineAfrica in London avows that the supercycle is not dead, and he sees huge value ahead for his Ivanhoe company's new platinum, copper and zinc projects in South Africa and the Democratic Republic of Congo.
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Investing in Platinum: Demand to Hit Record High in 2013
Source: Tony Daltorio, Money Morning (11/18/13)
"In its Platinum 2013 Interim Review, Johnson Matthey said the platinum market this year is moving toward a supply and demand deficit of 605,000 ounces—the largest deficit since 1999. That's up from a 340,000-ounce shortfall in 2012."
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10 Strategies for Success in a Flat Commodity Price Market: John Kaiser
Source: JT Long of The Mining Report (10/22/13)
It could be 2017 before the commodity supercycle is evident again, but stormy weather in the mining space has a silver lining: It is encouraging miners to develop new, innovative approaches to their business. In this interview for the first edition of The Mining Report, John Kaiser of Kaiser Research Online outlines 10 strategies that are setting certain companies apart. Discover the companies that are redefining their business, as well as miners with the goods in the ground to continue come rain or shine.
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The Other Precious Metal Can Double Your Money Now
Source: Peter Krauth, Money Morning (10/17/13)
"Even when the government isn't on the brink of financial suicide, palladium is in heavy—and growing—demand."
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Busting the Myths That Could Wipe Out Your Investments: Louis James, Marin Katusa and Rick Rule
Source: JT Long of The Gold Report (10/11/13)
The Gold Report sat down with three of the mythbusters-in-chief at the recent Casey Research 2013 Summit. Louis James, Marin Katusa and Rick Rule debunk myths that range from quantitative easing to crowdfunding, and touch on an array of resource sectors, including gold, platinum, palladium and oil. Get insights about the work investors need to do to succeed and learn why age matters.
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Wave of the Future Investment from the Ground Up: Byron King
Source: JT Long of The Metals Report (10/8/13)
An increasingly high-tech world is on the horizon, but technological revolution can't take place without the right materials, especially graphite and platinum group metals. This is where mining, one of the oldest industries in human history, comes in. In this interview with The Metals Report, Byron King, editor of the Energy & Scarcity Investor and Outstanding Investments newsletters, profiles companies poised to deliver graphite and platinum group metals to tech companies working to change the way we communicate, travel and harness energy.
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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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Pro-Or Seizes Market Opportunity with Platinum Recycling Technology
Source: J. Alec Gimurtu of The Metals Report (9/18/13)
The largest end-use application for platinum group metals, automotive catalytic converters, is also North America's largest potential source. Every year, nearly 15 million North American cars expire—and recycling the platinum group metals within them is far cheaper than building a three-mile mine shaft in a faraway country. In this interview with The Metals Report, Sylvain Boulanger, CEO of Pro-Or Inc., describes how his company's technology improves recoveries, simplifies the supply chain and reduces costs.
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The Platinum Series: Part II
Source: Visual Capitalist (9/16/13)
"The entire world supply of platinum is far less than gold or silver."
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David Franklin: Is Platinum the New Gold?
Source: Peter Byrne of The Metals Report (9/10/13)
The Goldrums of June are giving way to a new dawn for platinum group metals, says David Franklin, a market strategist at Sprott Asset Management. While white metal miners face a variety of challenges, there is an increasing demand for platinum and palladium from vehicle manufacturers in the U.S. and China. And supplies of the hard-to-find metal are vanishing day by day. Now is the time to buy into existing stockpiles of the precious metal, Franklin tells The Metals Report.
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