Streetwise PGM - Platinum Group Metals Articles
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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."
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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."
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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.
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Platinum’s Neglected Cousin
Source: Byron King, Daily Reckoning (1/25/13)
"We could see substantial gains in palladium over the next two years."
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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."
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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.
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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.
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$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."
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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."
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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."
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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."
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How to Profit from the Imbalance in Platinum and Zinc Inventories: Matthew O'Keefe
Source: Peter Byrne of The Gold Report (10/12/12)
Now is the moment to take a hard look at the state of supply for zinc and platinum, says Matthew O'Keefe of Mackie Research Capital Corporation. In an exclusive interview with The Gold Report, O'Keefe explains how market fundamentals are about to pop up some serious game changers in this space. International demand for zinc and the platinum group metals is booming, but the global supply is about to seriously contract. Well-financed mining corporations will celebrate, while others miss the party.
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Indonesia Digs Hole for Itself with New Mining Laws
Source: Reuters, Fergus Jensen and Neil Chatterjee (10/1/12)
"The most dramatic effect of the new rules has been on mineral exports, which surged as companies fought to beat a May 6 export tax deadline and plunged thereafter."
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Last Call for Cheap Gold
Source: Brittany Stepniak, Wealth Daily (9/30/12)
"While the investment climate remains challenged in South Africa due to concerns for future political stability, gold investors with physical coins and bullion are guaranteed to see some enormous returns in the aftermath of the strikes."
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Speculators Continue to Buy Precious Metals Futures, Options
Source: Kitco, Debbie Carlson (9/24/12)
"For the week ended Sept. 18, speculators in the Commodity Futures Trading Commission's weekly commitment of traders report saw their net-long positions in precious metals rise in both the legacy and disaggregated reports."
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Platinum Output Disruption: It Ain't Over Yet
Source: Lawrence Williams, Mineweb (9/21/12)
"The platinum mining sector will now almost certainly remain the hotbed for the inter-union struggle and increased workforce instability."
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S. Africa's Mining Unrest Upsets Risk/Reward Outlook
Source: Reuters, Ed Stoddard (9/5/12)
"SBG Securities forecast downsizing at almost all South Africa's mature gold operations over the next three years in the face of 'declining reserves and unrelenting inflationary pressures.'"
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Gold Steadies After Stimulus Hopes Spark 4-1/2 Month High
Source: Reuters, Jan Harvey (8/27/12)
"Gold prices hit their highest since mid-April on Monday, buoyed by speculation that the U.S. Federal Reserve may be set to unveil another round of monetary stimulus, but then steadied on caution ahead of a key central bankers' meeting later this week."
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