Streetwise Base Metals Articles
A Historic Window of Opportunity in Mongolia: James Passin
Source: Brian Sylvester of The Gold Report (7/16/12)
Investor fears about mining stocks are misplaced, says James Passin, a hedge fund manager with New York-based Firebird Management, especially if those companies are mining in Mongolia. Firebird manages a portfolio of private equity funds that invest in Mongolia, one of the fastest growing economies with some of the most extensive, untapped resources in the world. The country is already home to the largest copper deposit and in this exclusive Gold Report interview, Passin explains why there is potential for dozens more similar finds.
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Employment in the Mining Industry Is a Pocket of Strength
Source: Frank Holmes, U.S. Global Investors (7/12/12)
"U.S. employment in the mining sector has increased 16%. This change is far better than any other sector, according to data from the Bureau of Labor Statistics."
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Short Supply, High Demand for Platinum Group Metals: George Topping and Michael Scoon
Source: Brian Sylvester of The Gold Report (7/11/12)
Labor problems and low prices have platinum mines closing up shop in South Africa, and the potential for acquisitions is ripening. Senior Mining Analyst and Managing Director at Stifel Nicolaus in Toronto, George Topping believes that companies with shallow deposits and near-term production will be prime targets. In this exclusive interview with The Gold Report, Topping and Associate Analyst Michael Scoon discuss how supply shortages are shaping the landscape for platinum group metals and some bulk commodities.
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Miners Say Resource Nationalism Still the Number One Risk
Source: Dorothy Kosich, Mineweb (7/9/12)
"In its report 'Business risks facing mining and metals 2012–2013,' E&Y's Global Mining and Metals Group outlines the top 10 business risks for mining and metals. Resource nationalism, skills shortage and infrastructure access top the list."
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How Is Dr. Copper Feeling?
Source: Louis James, Casey Research (7/6/12)
"Copper stocks are more volatile than the metal itself, and in a weak economy that means rebounds are unlikely. But are they still profitable? Yes, they are."
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Metals and Mining Stock Outlook
Source: Zacks Investment Research (6/25/12)
"The recent focus on the weakening outlook for global economic growth has emerged as a major headwind for the global metal industry. These near-term challenges aside, the group's long-term dynamics appear attractive."
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Major Mineral Opportunities Uncovered in an Unexpected Place, Mongolia: Eric Zurrin
Source: Zig Lambo of The Gold Report (6/20/12)
Mongolia, which is not on most investment menus, could soon become famous for much more than Ghengis Khan. Sandwiched between China and Russia, with a land area one-sixth that of the U.S., it has a population of less than three million, yet holds the potential for developing into a major minerals producer. With national elections on June 28, in this exclusive interview with The Gold Report, Eric Zurrin, CEO of Resource Investment Capital Ltd., who lives and works mainly in Mongolia, gives us an insider's view of what's going on in this true land of opportunity for investors who recognize its huge potential. He also talks about several of his favorite companies that could profit from the vast mineral riches hidden under the Mongolian steppes.
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Dramatic Copper Demand Growth Expected from China, India, Brazil
Source: Shivom Seth, Mineweb (6/18/12)
"For the first five months of 2012, China's YOY copper imports increased by 52% as demand for the red metal continued to soar, suggesting firm demand from the world's major commodity buyer."
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Ten-Point Model for Picking Mining Winners: Dr. Michael Berry
Source: Chris Marchese of The Gold Report (6/11/12)
If this is a bottom, Dr. Michael Berry sees it as the ideal time to pick up bargains in the mining sector. In this exclusive interview with The Gold Report, the Federal Reserve Board expert gives his diagnosis for what ails the markets and names the companies from Alaska to Brazil that could survive the financial plague wiping out equities all over the world.
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Musings on the Long-Term Fundamentals of the Copper Market
Source: Mickey Fulp, The Mercenary Geologist (5/28/12)
"Shy of a complete global economic meltdown or a catastrophic natural disaster, long-term supply and demand fundamentals remain strong and that certainly bodes well for a robust and healthy Dr. Copper."
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If You Want to Be a Winner, Follow These Four Rules
Source: William Patalon III, Money Morning (5/21/12)
"Rick Rule capped off predictions for gold, energy and other commodities with four rules successful resource investors must follow."
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National Strategic and Critical Minerals Act Wins US House Committee Approval
Source: Dorothy Kosich, Mineweb (5/17/12)
"The U.S. Department of Energy identified the 7–10 year period to obtain mining permits in the U.S. as compared to the average 1–2 years in Australia as one of the principal barriers to new U.S. mining ventures."
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Australia's Mining Sector Grows at Staggering 12% a Year
Source: IB Times, Vittorio Hernandez (5/16/12)
"Australia's mining sector continues to gallop, while the rest of the economy trails behind."
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Gold and Base Metal Plays: Jerome Hass and Jimmy Chu
Source: Peter Byrne of The Gold Report (5/11/12)
Toronto-based hedge fund managers Jerome Hass and Jimmy Chu of Lightwater Partners discuss their strategic approach to taking long positions on gold, zinc and tungsten opportunities around the world. In an exclusive interview with The Gold Report, the Lightwater principals reveal several precious and base metal plays in which they have purchased stakes and define their criteria for limiting risks when taking on junior mining investments.
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Asteroid Mining: The New Space Race Could be Worth Trillions
Source: Michael Robinson, Money Morning (5/9/12)
"Here's the math that will blow your mind: A space rock the size of a museum gallery could contain resources worth $100B."
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US House Bill Aims to Reduce Permitting Process
Source: Dorothy Kosich, Mineweb (4/27/12)
"'In a world in which the competition for mineral resources is increasingly fierce, America can no longer afford to benignly neglect a permitting process that stalls investment-threatening raw materials shortages and downstream economic activity,' National Mining Association CEO Hal Quinn told a House subcommittee."
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Gold, Silver and Copper Investing Strategies and M&A Ideas: Vishal Gupta
Source: Sally Lowder of The Gold Report (4/16/12)
Precious and base metal companies both have to obey the basic laws of physics and economics to be profitable. In this exclusive interview with The Gold Report, geologist turned analyst Vishal Gupta of Fraser Mackenzie shares names of small-cap companies that could successfully take advantage of unique mineralogy to produce profitable mines.
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Emerging Trends in Critical Metals: Richard Karn
Source: Brian Sylvester of The Critical Metals Report (4/3/12)
While markets do not always reward every deserving company, quality deposits carry an intrinsic value. That's why Richard Karn, managing editor of The Emerging Trends Report, advises investors to "buy the resource" over the stock. In this exclusive Critical Metals Report interview, Karn shares some companies with deposits worth their salt.
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The [Recovery] Has No Clothes
Source: Eric Sprott and David Baker (3/28/12)
"'The prevalence of paper trading in the silver market is what makes the drastic price declines possible by allowing non-physical holders to sell massive size into a relatively small market.'"
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Canada Sees Mining Resurgence: Scott Jobin-Bevans
Source: Sally Lowder and Brian Sylvester of The Gold Report (3/16/12)
Amid the bustle of the 80th Prospectors and Developers Association of Canada (PDAC) convention in Toronto, The Gold Report sat down with PDAC President Scott Jobin-Bevans for his take on the challenges the mining industry faces. In this exclusive interview, he covers a wide range of topics, from skilled labor shortages to the trials of mining in remote northern Canada.
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Gold's Inflation Issue
Source: Adrian Ash, BullionVault (3/9/12)
"So if or when strong inflation does show up, retained wealth will likely find it hard to resist buying gold, no doubt alongside industrial commodities, land and other hard assets, even after the last decade's myth-busting performance."
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Copper Continues to Confound the Commodities Crowd
Source: Mickey Fulp, Mercenary Geologist (1/30/12)
"In the long run, we will continue to use more copper worldwide every year than we are discovering in new deposits and developing into new mines. Therefore, I remain a long-term secular bull for copper, as the citizens of emerging market countries demand the electricity, modern-day transportation and myriad of consumer goods and conveniences that we view as necessities in the developed world."
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Resource Stocks Breaking Out of Bases and Forming New Uptrends
Source: Jeb Handwerger, Gold Stock Trades (1/18/12)
"We noticed positive signals on our indicators suggesting that an impressive rally was in the offing, especially in our deeply oversold industrial metal miners."
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New Zealand to Make 'Significant Changes' to Crown Minerals Act
Source: Dorothy Kosich, Mineweb (1/16/12)
"We're going to make significant changes to the Crown Minerals Act because conversations under previous ministers have found that there are opportunities to improve the way that companies can access our minerals and apply for opportunities to explore."
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Platinum Price Looking Cheap, but Europe Still Has Swing Vote
Source: Geoff Candy, Mineweb (1/11/12)
"If Europe manages to find some kind of solution, platinum's fundamental problems could reassert themselves in the price, but for the moment, investors remain wary."
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