Minerals Versus Marijuana
Source: Douglas French, The Daily Reckoning  (8/19/14)
"Rule, Casey, Cook, and James say now is the time to invest in natural resource plays, not run for high-tech or a product to get high with." More >

Like Gold, Base Metal Stocks Offer Huge Investment Opportunities
Source: Lawrence Williams, Mineweb  (8/1/14)
"Base metals stocks have been some of the best performers so far this year as they have risen off their nadirs." More >

Paul Renken: Bottom-Fishing for the Best Junior Resource Equities
Source: Brian Sylvester of The Gold Report  (7/28/14)
It's the lazy days of summer and Paul Renken, senior geologist and analyst with VSA Capital, is bottom-fishing. He sees a lot of value in unloved resource equities and spends much of his time sifting through the lot to find juniors that will get the increasingly sparse financing needed to turn potential into production. Renken offers an abundant catch of equity picks in this interview with The Gold Report. More >

Doug Loud and Jeff Mosseri: Three Reasons Why Gold and Gold Stocks Will Rise
Source: Kevin Michael Grace of The Gold Report  (7/23/14)
It's hard to see the present until it's in the past. What does this mean for gold? Money managers Doug Loud and Jeff Mosseri of Greystone Asset Management say that a bull market may have already begun. All the signs are there: rising political tension, a shortage of new supply and a cull of the weakest stocks. In this interview with The Gold Report, Loud and Mosseri list a dozen gold, silver and copper companies that should ride the crest of the wave. More >

Jocelyn August: Upcoming Catalysts for Precious and Base Metals, Uranium and Oil and Gas Plays
Source: Brian Sylvester of The Mining Report  (7/22/14)
Timing the market is sometimes more important than finding the right equities. But if you can time the market and find the right equities, that can be the most direct path to success. Jocelyn August, senior analyst and product manager with Sagient Research's CatalystTracker.com, follows catalysts that move resource stocks with regularity, sometimes 10% or more. In this interview with The Mining Report, August discusses some upcoming catalysts in the precious and base metals spaces, and names others in uranium and oil and gas. More >

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." More >

Rick Mills' Econ 101—Rising Demand and Falling Supply Equals Higher Metals Prices
Source: Kevin Michael Grace of The Mining Report  (7/1/14)
Juniors can't fund their projects, which means that the majors' reserves will continue to shrink. Rick Mills argues that this process can have but one result: higher metals prices across the board. In this interview with The Mining Report, the owner and host of Ahead of the Herd.com highlights a half-dozen gold, silver, copper and nickel companies that will leverage these high prices, and introduces us to a Canadian company's unique cobalt project in Russia. More >

It's Not About Discovering a Mine, It's About Discovering a Technology
Source: JT Long of The Mining Report  (6/17/14)
Michael and Chris Berry are back for The Mining Report's second annual father-son interview in honor of Father's Day. While they don't agree on everything, they are aligned on the importance of disruptive discoveries to help companies succeed even in a sideways market. Flexibility and selectivity are their long-term strategies in any sector, from precious metals to commodities to rare earths. More >

Less Correlation Among Commodities Demands More Careful Selection: Philip Richards
Source: JT Long of The Gold Report  (6/16/14)
Commodities from coal to gold once traded in close correlation, but today the graph looks helter-skelter. This means Philip Richards of RAB Capital has had to think on his feet when choosing names for his company's Special Situations Fund. In this interview with The Gold Report, Richards explains how commodities markets have changed in recent years, and he lists companies of interest in the gold, silver, nickel, vanadium, zinc and oil and gas sectors. More >

This Metal Problem Could Ignite China's Smoldering Crisis
Source: Peter Krauth, Money Morning  (6/16/14)
"Despite some limited potential weakness in the very near term, the global picture for base metals looks to be heating up from both a supply and demand perspective." More >

Mark Seddon's Catch-22: We Need More Tungsten, But Projects Can't Find Funding
Source: Kevin Michael Grace of The Mining Report  (6/10/14)
Even as demand rises steadily, the world's largest non-Chinese tungsten mine will be exhausted by next year. So investors should be lining up to fund new mines, right? Not a bit of it, says analyst Mark Seddon of Tungsten Market Research. In this interview with The Mining Report, Seddon argues that a supply shortage could mean much higher prices, leading to handsome profits for those companies that get to market soonest. More >

Finally, Good News for Mining in Peru: Ricardo Carrión and Alberto Arispe
Source: Peter Byrne of The Mining Report  (6/3/14)
Ricardo Carrión and Alberto Arispe of Peru-based Kallpa Securities have a boots-on-the-ground view of the politics, legal battles and investment climate for precious metals mining in the Andes. In this interview with The Mining Report, Arispe and Carrión detail the new, positive developments afoot in this region and explain why investors should get involved now, before the rest of the world catches on.
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Ian Parkinson's Copper and Gold Names for a Fresh Round of M&A
Source: Brian Sylvester of The Gold Report  (6/2/14)
Growth for the sake of growth is over, but that doesn't mean mergers and acquisitions in the mining space are finished, says Ian Parkinson, director of equity research-mining with GMP Securities L.P. Parkinson expects a fresh round of takeover bids for underperforming single asset producers and developers that could move the needle for state-owned enterprises and multinationals. In this interview with The Gold Report, we picked Parkinson's brain for some likely targets. More >

Jeff Wright: Miners that Create Their Own Momentum
Source: JT Long of The Mining Report  (5/23/14)
Jeff Wright of H.C. Wainwright & Co. doesn't anticipate a major shift in the price of gold near-term, so he doesn't expect the gold price to provide momentum for mining company stocks. Instead, he's looking at companies that can provide their own upward movement. Wright, an analyst, finds some promising candidates in some unlikely places, like environmentally friendly California, according to this interview with The Mining Report. More >

What Will Shake Retail Investors Out of Their Shell Shock?
Source: JT Long of The Mining Report  (5/13/14)
Mining companies may just have one more year of tough going. Speaking about what he calls "the trough of a turning point," John Kaiser of Kaiser Research Online makes the case for retail investors to look seriously at discovery exploration while waiting for metals prices—gold in particular—to move back into a supercycle. In this interview with The Mining Report, Kaiser shares the names of underpriced gold, silver and zinc juniors with staying power, and explains why scandium is a metal that could save the world. More >

Chris Ecclestone: Right Size, Right Metals Signal Success for REE Projects
Source: Brian Sylvester of The Gold Report  (5/5/14)
The rare earth elements sector is smaller than it was a few years ago, and Chris Ecclestone, mining strategist with Hallgarten & Co., thinks it needs to get smaller still. The only way to succeed, he tells The Gold Report, is by finding the right-sized project with the right REEs. He also shares his theories on China's manipulation of REE prices and touts the mineral wealth of Spain and Portugal. More >

Thibaut Lepouttre's Commodity Plays in a Sideways Market
Source: Brian Sylvester of The Gold Report  (4/28/14)
Metals prices have been trading sideways for some time. How can you make gains in your portfolio when commodity prices are in a stalemate? In this interview with The Gold Report, Thibaut Lepouttre, editor of Caesars Report, talks about ways to play metals from gold to copper and tungsten in a market with weak price movement, and scans the globe to find 11 potential winners. More >

New, More Transparent, Contracts to End Africa's Resource Curse?
Source: Anthony Harrington (QFinance), EconomyWatch  (4/28/14)
"African nations are now much more 'up to speed' with what they should be demanding by way of a fair share of the resources being mined in their countries. New contracts are much tougher and some are being drafted with the idea of transparency and even online publication in mind." More >

Night of the Living Dead Miners: Rare Earth 'Zombies' Attack the ASX and TSX
Source: Kevin Michael Grace of The Mining Report  (4/22/14)
In 2010, rare earth and specialty metals market froth had speculators throwing money at a sector they didn't understand, and opportunistic resource company managers stepped up to take their money. Two years later, so-called zombies, the walking dead companies, lurk on the TSX and ASX exchanges, all talk and no product. As Richard Karn of Emerging Trends Report explains in his interview with The Mining Report, anemic cash flows will put many of these zombies to rest in the coming year, while the survivors—the companies that can drop a sample on an end-user's desk for evaluation—will finally see the light of day. More >

Willem Middelkoop and Terence van der Hout: Turnaround Stories Revolve Around Proven Management
Source: JT Long of The Gold Report  (4/21/14)
Willem Middelkoop and Terence van der Hout of the Netherlands-based Commodity Discovery Fund believe that when the world's reserve currency is reset away from the U.S. dollar in the next decade, gold prices will rise and mining equities will follow. Van der Hout and Middelkoop tell The Gold Report that by focusing on producers, near-producers and turnaround stories, they plan to capitalize on the opportunities in North America, Africa and beyond. More >

Salman Partners' Raymond Goldie: Copper Is Pathological and Suffers from SAD, but It Has Value
Source: JT Long of The Gold Report  (4/16/14)
Dr. Copper may be in a supercycle, but there are serious problems. In this interview with The Gold Report, Salman Partners' Vice President of Commodity Economics Raymond Goldie explains why even though the base metal acts pathologically and has a bad case of seasonal affective disorder, these six equities are priced below their intrinsic value. More >

Sanctions for Russia? Here Are the Real Winners
Source: Byron King, Daily Resource Hunter  (4/16/14)
"Russia is more than a major producer and exporter of energy and materials; Russia is also an important player within Western supply and product chains." More >

Three Key Metrics to Identify a Superstar Investment
Source: Brian Sylvester of The Mining Report  (4/15/14)
Etienne Moshevich, editor of Alphastox.com, looks at three things before he decides to get excited about a company: people, projects and structure. In this interview with The Mining Report, Moshevich explains his ground-up approach to evaluating junior resource companies and names the names that are set to rake in the profits. More >

When the Major Equity Market Bubble Crashes, Michael Berry Will Take Refuge in These Gold Stocks
Source: JT Long of The Gold Report  (4/14/14)
An overinflated equities market could be good news for metals and mining stocks. In this interview with The Gold Report, Morning Notes Publisher Michael Berry shares two scenarios that could follow an imminent crash and four gold companies that could be perfectly positioned to take advantage of a reset credit market. More >

Manganese Miners and Indonesia's Export Ban
Source: Teresa Matich, Resource Investing News  (4/10/14)
"Japan has sent a letter to Indonesia's foreign trade minister and will likely complain to the World Trade Organization about the ban and tariff structure, while copper industry heavyweight Freeport-McMoRan Copper & Gold has already signaled it may fail again to have a smelter ready by the extended deadline." More >