Some Like It Hot: Lisa Morrison on the Outlook for Industrial Metals
Source: Brian Sylvester of The Metals Report  (6/11/13)
Commodities may have broken out of a commodity supercycle and could be hitting a cyclical trough. Lisa Morrison, the principal consultant of CRU Group in Philadelphia, analyzes the price outlook for 26 commodities over the next four years and gives them a temperature rating from hot to freezing. In this interview with The Metals Report, Morrison, using this rating methodology, details which commodities she expects to offer the best upside for investors and which to avoid. More >

The Three Ways Frank Holmes and Brian Hicks Play the Junior Resource Space
Source: JT Long of The Gold Report  (6/7/13)
The recent volatility in the gold market has investors taking a second look at their strategies. In this interview with The Gold Report, Frank Holmes and Brian Hicks of U.S. Global Investors discuss their criteria for investment decisions, the factors they think will affect the gold sector and how ETFs are distorting the gold equities market. More >

Platinum and Palladium: A Fundamental Shift
Source: Jeff Clark, Casey Research  (5/22/13)
"While we wait for our gold positions to rebound, an investment in platinum and palladium could be very profitable." More >

Are Palladium Stockpiles Running Out?
Source: Sholom Sanik, Resource Investor  (5/6/13)
"The market is absorbing a supply-side shock from two fronts." More >

Arie Papernick: A New Mining Investment Landscape Explained
Source: Brian Sylvester of The Metals Report  (4/9/13)
Life is difficult for junior resource companies. Not only are stocks and commodity prices moving sideways, but tax changes in Canada may signal less friendly treatment for exploration investment. But not all is grim, according to Arie Papernick, the head of equity capital markets at Secutor Capital Management Corp. in Toronto. In this interview with The Metals Report, Papernick says investors can still make money if they focus on companies that are producing or near production with an attractive capital structure and strong balance sheets. Royalty plays are another favorite. He reveals that the next big opportunity may be coming in the energy metals space. More >

Two Seniors + Five Juniors = One Amazing Gold Portfolio: Adrian Day
Source: Brian Sylvester of The Gold Report  (4/5/13)
Adrian Day, founder of Adrian Day Asset Management, finds royalty plays some of the cleanest, least risky ways to invest in precious metals. Royalties also offer high margins and the benefit of exposure to exploration. In this interview with The Gold Report, he explains why royalty companies are so hot right now and shares the names of a handful of favorite companies both large and small with royalties around the world. More >

Why Rick Rule Bought $280M of Platinum and Palladium
Source: Karen Roche of The Metals Report  (4/2/13)
When Rick Rule pairs lower grades, labor strife and inefficient mines with the relentless demand for platinum and palladium, his result is an investment thesis that could pay off for bullion and equity investors. In his Metals Report interview, the founder and chairman of Sprott Global Resource Investments Ltd. compares the current platinum and palladium space to the uranium sector 10 years ago, and predicts handsome returns for investors willing to shoulder the risk. More >

Jeb Handwerger Follows the Smart Money to Undervalued Miners
Source: Brian Sylvester of The Gold Report  (4/1/13)
Investors unsure of which way to turn in this market need only watch the "smart money," says Jeb Handwerger, the editor and publisher of GoldStockTrades.com. Billionaires like John Paulson and Carlos Slim are plucking up mining investments on the cheap. In this interview with The Gold Report, Handwerger shares his favorite discount buys. More >

Precious Metals the Antidote to Fiat Currency Threat: International Resource Specialist Peter Krauth
Source: Brian Sylvester of The Gold Report  (3/27/13)
Peter Krauth, resource specialist for Money Map Press, considers the precious metals space an overarching requirement for investors. He sees value in every sector, although he admits it takes a contrarian mindset to see the opportunity among stocks that have been trending down for as long as 18 months. In this Gold Report interview, Krauth shares names from majors to mid caps to royalty companies, including those in the platinum group metals space, where supply-and-demand tensions will move the price of palladium up. More >

Recycling, Not Mining, Is the Future for Securing Immediate Platinum Group Metal Supply
Source: JT Long of The Metals Report  (3/12/13)
The biggest new source for platinum group metals just might be what Jack Lifton calls "the rubber tire mine." Noting that removing the catalytic converter from a car's emission system produces a rate of return that rivals the production rates of the South African platinum giants, Byron King agrees that recycling is the wave of the future for platinum, palladium and rhodium. Welcome to the 21st century—find out how to play it in this Metals Report interview. More >

Eric Sprott: Central Bankers Are Gaming Gold
Source: JT Long of The Gold Report  (3/4/13)
Some people may look at the stock market and see economic recovery. Eric Sprott of Sprott Asset Management and Sprott Money looks at myriad other economic indicators and sees an economy still in decline. Despite his suspicions that central banks are keeping gold prices artificially low, he tells The Gold Report that he favors gold, platinum, palladium and especially silver, over the near and long term. More >

Bullion: Bring It On—Sprott Precious Metals Round Table Webcast
Source: Special to The Gold Report   (3/4/13)
When it comes to bullion enthusiasts, you're unlikely to find more ardent fans than those in the Sprott Group of Companies. Three of its leading experts, Eric Sprott, John Embry and Rick Rule, joined the Sprott Precious Metals Round Table webcast and conference call on February 12, with John Budden serving as host. The Gold Report summarized this treasure trove of knowledge for readers. Bottom line: While their bullishness on gold and silver has been common knowledge for years, the addition of the platinum group metals (PGMs) to the Sprott fold of precious metals trusts brings an intriguing new dimension to the bullion mix. More >

Why Smart Money Is Buying Junior Strategic Metal Miners
Source: Alec Gimurtu of The Metals Report  (2/26/13)
Most investors have a tough time standing apart from the crowd. That's why Jeb Handwerger says, "To be successful in the market, 99% of the people have to think you're wrong." While most investors are chasing overvalued equities, the smart money is acquiring assets that will benefit from the next uptick in inflationary pressures. In this interview with The Metals Report, Jeb Handwerger, editor of Gold Stock Trades, explains which investments will benefit most from the coming "risk-on" trade. More >

Discover 35 Mining Stocks with Potential: Henk Krasenberg
Source: Brian Sylvester of The Gold Report  (2/22/13)
Henk Krasenberg, founder of the European Gold Centre, is back from the INDABA Mining Conference in South Africa with plenty to report. He has seen a sea change in mining in Africa over the last few years; countries are growing more confident and have a greater awareness of mining's potential. In this interview with The Gold Report, Krasenberg provides a European perspective on a whole slew of miners working in Africa, as well as in all corners of the world. More >

Why You Can Bet on Platinum Prices Going Higher
Source: Jeff Uscher, Money Morning  (2/15/13)
"Platinum prices, which have been below gold prices since mid-2011, are once again higher than the yellow metal, and the spread's widening." More >

What the Major Breakout in the Platinum to Gold Ratio Signifies
Source: Jeb Handwerger, Gold Stock Trades  (2/8/13)
"Platinum is breaking out compared to gold as South Africa, which supplies three quarters of world production, continues to struggle with labor issues and possible nationalization." More >

Chen Lin Places His Bets on Self-Financing Producers
Source: Zig Lambo of The Gold Report  (2/4/13)
The tough financing markets of the past few years have taken their toll on many junior resource companies, as continuing needs for capital have led to dilution and lower stock prices. In this tricky environment, Chen Lin likes to place his bets on companies that can minimize dilution through internal cash flow that helps to finance expansion and exploration activities. In this interview with The Gold Report, Lin talks about how he has played the difficult market in 2012 and where he sees some of the best opportunities in 2013. More >

Platinum’s Neglected Cousin
Source: Byron King, Daily Reckoning  (1/25/13)
"We could see substantial gains in palladium over the next two years." More >

Crash Course: Mining Equity Financing
Source: Visual Capitalistm  (1/11/13)
"Mining exploration companies use large amounts of capital to find discoveries, define a resource and advance to production." More >

CPM Platinum Market Analysis and Forecast for 2013
Source: Alec Gimurtu of The Metals Report  (1/8/13)
Violent strikes and supply disruptions in South Africa put platinum in the headlines last year, and the metal spent 2012 selling at a discount to gold. Is a platinum discount the new normal? How will the market shift in the labor strike fallout? And will mining asteroids transform supply fundamentals? CPM Group Platinum Analyst Erica Rannestad met with The Metals Report to share her price and cost forecasts for 2013 and discuss the supply and demand trends to watch this year. More >

Fear Versus Fundamentals in the Platinum Market
Source: Louis James, Casey Research  (12/13/12)
Although the platinum market is now estimated to end the year in deficit, unless there's a new and even greater supply disruption, the existing recycling output will likely adapt and fill in the 2012 supply gap rather quickly, especially if prices move up. More >

$16T of Platinum Could Be Extracted from Seawater
Source: Mining.com, Cecilia Jamasmie  (10/31/12)
"Space mining start-up Planetary Resources President Chris Lewicki made more than one eyebrow rise Wednesday as he wrote in his blog that about $16T of platinum is waiting to be extracted from our Earth's oceans." More >

Serious Supply Concerns in Platinum Could Lead to Price Spike
Source: Jeb Handwerger, Gold Stock Trades  (10/29/12)
"Gold and silver have gained investors' attention as a store of wealth, while platinum has been significantly overlooked and undervalued." More >

SA Gold Mines Resume Production as Strikes Draw to Close
Source: Mining Weekly, Natasha Odendaal  (10/29/12)
"The illegal strikes that spread throughout the South African mining sector have eased at three gold producers as workers returned and some mines resumed production." More >

Troubles in South Africa's Mining Sector Start to Affect the Economy
Source: The Telegraph, Emma Rowley and Jessica Winch  (10/14/12)
"South Africa's strikes have now affected some 28% of its platinum production, or 17% of global production, according to the Deutsche team. It believes that production losses have the potential to drive up the price of platinum so that it trades at a premium to gold." More >