Dan Hrushewsky: Low-Cost, High-Margin Mining in West Africa
Source: Brian Sylvester of The Gold Report  (8/7/13)
There are two things investors pay too much attention to, according to Jennings Capital Analyst Dan Hrushewsky: metals prices and grade. Why? Extremes of low and high prices never last, and high grades don't always make for economic deposits. In this interview with The Gold Report, Hrushewsky explains the metrics behind his all-in cash cost estimates and profiles West African projects that are connecting the dots. More >

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." More >

John Kaiser's Strategies for Success in a Bloody Market
Source: JT Long of The Gold Report  (7/8/13)
With so many junior mining companies going into hibernation, John Kaiser of Kaiser Research Online fears that the entire mining sector could fall dormant. In this interview with The Gold Report, he outlines approaches to discovery and development that smart, nimble companies are deploying to stay alive. Whether precious, base or critical metals, or in jurisdictions as exotic as Morocco and as familiar as Nevada, these are the basics required for survival in today's brutal market.
More >

Chris Ecclestone: What M&A Deals Reveal About Management—and if They're Worth Your Investment Dollars
Source: Alec Gimurtu of The Metals Report  (7/2/13)
"Obvious" or "huh/what?"—these are the two types of merger and acquisition deals, according to Hallgarten & Co. Principal Analyst Chris Ecclestone. In this wide-ranging interview with The Metals Report, Ecclestone discusses the anatomy of a mining deal, a few strategic metals stories flying under the radar and Soros Fund's latest maneuver in the metals market. Along the way, he skewers management teams that cut costs everywhere except the corner office while spending billions on mega-mines with no future. More >

China, Base Metal Tiger, Sets the Trend for Metals: Stefan Ioannou
Source: Brian Sylvester of The Gold Report  (7/1/13)
Industrial metal prices have struggled to find firm footing. Stefan Ioannou of Haywood Securities tees up near-, medium- and long-term scenarios for three industrial metals—copper, zinc and nickel—and explains why he is most enthusiastic about zinc. In this interview with The Gold Report, Ioannou discusses companies that stand to benefit from the coming supply squeezes and China's role as both supplier and consumer of all three metals. More >

Seven Australian Companies to Survive a Metals Market Correction
Source: Kevin Michael Grace of The Metals Report   (6/18/13)
Australian mining companies have been hard hit by falling commodities prices and rising costs. But Petra Capital Analyst Andrew Richards believes his country's resource sector has turned a corner. In this interview with The Metals Report, Richards says that costs are falling and China's need for Australian metals will continue to grow. He also names companies that are well positioned to flourish in the near future. More >

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 Conflict over Conflict Metals: Lisa Reisman
Source: Brian Sylvester of The Metals Report  (6/4/13)
Much has been said of the massive scope of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and Lisa Reisman, managing editor of MetalMiner.com, sees opportunity in the controversial provisions governing conflict minerals. In this interview with The Metals Report, Reisman discusses how companies are dealing with the new requirements and names companies closest to production in the crucial tantalum, tungsten and tin space. More >

The Copper–S&P 500 Disconnect
Source: Scott Wright, Zeal Intelligence  (5/31/13)
"No longer just a boring industrial metal, copper is a flamboyant asset that has made fortunes for investors and speculators." More >

Flake Graphite Prices Have Bottomed: Simon Moores
Source: Brian Sylvester of The Metals Report  (5/28/13)
Growth potential among end-users and underinvestment on the supply side makes graphite an obvious go-long play, according to Simon Moores, manager of Industrial Minerals Data. China's consolidation of graphite production plays a role in that scenario. Now is the time to look for responsible junior graphite miners that base their economics on current (lower) prices, says Moores in this interview with The Metals Report. More >

How George Topping Is Profiting from Copper Price Volatility
Source: Brian Sylvester of The Metals Report  (5/21/13)
Everything you thought you knew about copper is wrong. Is it an economic barometer? Nope. Do copper warehouses decrease volatility? Hardly. Can investors play small-cap base metals producers for profit? You bet. These are the conclusions Analyst George Topping shared with us in his interview with The Metals Report. Find out why Doctor Copper just might be stripped of its credentials and whether you should trade in your gold for platinum group metals. More >

Tips for Diversifying Beyond Gold from Brent Cook
Source: JT Long of The Metals Report  (5/14/13)
Last month's landslide at Utah's Bingham Canyon, one of the world's largest copper mines, triggered significant discussion on possible copper shortages. Brent Cook, veteran geologist and publisher of Exploration Insights, puts the landslide into perspective in this interview with The Metals Report. And for investors who want to dig out profit potential beyond the yellow metal, Cook gives us a byproduct primer and suggests base metals are a great way to diversify. More >

Richard Karn: New Mining Technology Could Increase Profits
Source: JT Long of The Metals Report  (5/7/13)
The need for low-cost production may prove to be the mother of invention, argues Emerging Trends Report Editor Richard Karn. Although miners are far more technologically conservative than oil producers, today's tough financing environment may prompt technological advancements in a sector that has historically approached processing "with brute force rather than finesse," says Karn. In this interview with The Metals Report, Karn explores the possibilities for technological advancement in the mining space and tells us how we could (theoretically) reach a state of "resource equilibrium." More >

Special Report from the SME Conference: How to Find Money in Any Market
Source: JT Long of The Gold Report  (5/6/13)
Money: Mining companies need it and investors want to know that companies will use that money to make them money. An innovative conference sponsored by the Society for Mining, Metallurgy and Exploration (SME), called "Current Trends in Mining Finance—An Executive's Guide: What Are Lenders, Investors Looking For?", brought together about 145 experts who were actively funding and running companies—and looking for answers. In this interview with The Gold Report,
SME Executive Director David Kanagy and Conference Co-Chair Tim Alch share some insights about alternative funding that could help more companies survive the year.
More >

Anorthosite: What It Is and Why You Should Care
Source: Sally Lowder of The Metals Report  (4/23/13)
Copper and nickel are two metals modern society cannot get enough of, but there is not enough to go around, says Rick Mills, publisher of Ahead of the Herd. Add in mounting production costs and you have a supply-and-demand disaster in the making. But when it comes to making fiberglass and aluminum, Mills says in this interview with The Metals Report that he sees a revolution in the making, and its name is anorthosite. More >

Can Equities Cushion the Blow of Falling Gold Prices?: Peter Rose
Source: Brian Sylvester of The Gold Report   (4/19/13)
The recent fall in precious metals prices has investors on edge. Many precious metals equities were hurting even before the latest precious metals drop. In this interview with The Gold Report, Peter Rose, head of mining research with Fox-Davies Capital Ltd. in London, provides a European perspective on mining and advises looking at under-appreciated jurisdictions (think Europe) and neglected metals like tin, lead and zinc.
More >

These Three Triggers Will Produce a Resurgence in Natural Resources Prices: Greg Dorsey
Source: Brian Sylvester of The Gold Report   (4/17/13)
Three trends will light a fire under natural resource prices and equities in the coming years, according Greg Dorsey, editor of Leeb's Real World Investing. Buying small- to mid-cap equities now and holding them as a long-term option against the metal price is a winning strategy, whether you are talking about gold, silver, copper, platinum or palladium. In this interview with The Gold Report, Dorsey shares the names of favorite companies that could profit from the expected surge. More >

Tungsten Enters the Limelight with Bullish Fundamentals: Ken Chernin
Source: Brian Sylvester of The Metals Report   (4/16/13)
Location, processing and capital can make the tungsten market a tough place to be, but dwindling supply and insubstantial production indicate a coming price swing. In this interview with The Metals Report, Ken Chernin, equity research analyst with Jennings Capital, talks about why investors have ignored tungsten in the past and which companies could be a "tungsten global force." More >

Mining Bill Brings Iron Ore Back to Wisconsin
Source: Dorothy Kosich, Mineweb  (3/11/13)
"Wisconsin Gov. Scott Walker said Thursday he will sign Senate Bill One, which sets the wheels in motion to bring back iron ore mining to the Badger State." More >

Repositioning into Royalties for Richer Returns: Kwong-Mun Achong Low
Source: Brian Sylvester of The Gold Report  (3/8/13)
Royalty plays may have once been strictly the domain of larger companies, but smaller names are shifting gears to enter the space. Can the smaller players make the numbers work for their shareholders? Kwong-Mun Achong Low, an analyst with Jennings Capital, believes they can. Achong Low tells The Gold Report about which juniors are making the leap into royalties. More >

Leonard Melman: Are You Prepared for Hyperinflation?
Source: Brian Sylvester of The Gold Report  (3/6/13)
As looming inflation, currency wars and a possible run on gold threaten to derail markets, Leonard Melman, author of The Melman Report, is setting his sights on the midtier and near-term producers that he wants to scoop up when the blood is in the streets. In this interview with The Gold Report, Melman explains why gold, silver and the companies bringing them out of the ground could do very well in the second half of 2013.
More >

Striking a Balance with Zinc Investments: Equal Parts Infrastructure, Financing and Compromise
Source: Brian Sylvester of The Metals Report  (3/5/13)
Stock picking can be an exercise in compromise, and investors who wait for a perfect zinc mining project could be sitting on the sidelines—and missing out on profits. Advanced zinc projects close to infrastructure are limited, and with zinc supply contracting in 2013, new operations are emerging both within and outside of established districts. Matthew O'Keefe, mining analyst with Mackie Research, talks with The Metals Report about his criteria for choosing investments in the zinc small-cap space and explains why he's sometimes willing to make concessions. More >

Why Copper Prices Will Rebound in 2013
Source: Tony Daltorio, Money Morning  (3/4/13)
"If you're considering investing in copper, you need to know what's happening in China right now." More >

Spotting the Miners That Can Survive the Long Capital Drought: Eric Coffin
Source: Peter Byrne of The Gold Report  (2/25/13)
In order to make wise investment decisions, gold investors must coldly assess economic realities, says Eric Coffin. As the publisher of Hard Rock Analyst Advisories, Coffin tracks a range of gold explorers with the bling to weather the long capital drought. He has figured out how to separate the winners from the losers and, in this interview with The Gold Report, he shares the names of some strong ventures. More >

Iron Ore Prices May See Short-Time Gains as 'Rusty' Halts Australian Exports
Source: Dorothy Kosich, Mineweb  (2/25/13)
"Global iron ore trade faces major disruptions as cyclone Rusty bears down on Australia's Pilbara region and its shipping ports." More >