Streetwise Silver Articles
Get Ready for Stupid Cheap Silver Prices:
David H. Smith
Source: Brian Sylvester of The Gold Report (6/19/13)
It's a jungle out in the silver markets. Investors are holding on for their lives as the price of metals swings to higher highs and lower lows and junior equities bounce along the bottom. In this interview with The Gold Report, David H. Smith, senior analyst at silver-investor.com's The Morgan Report, navigates the jungle by advising which explorers, midtiers, stalwarts and royalties to consider buying in tranches on the way down and selling on the inevitable way up.
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FOMC Is the Big Driver for Precious Metals this Week
Source: Ben Traynor, BullionVault (6/17/13)
"On the New York Comex, the so-called speculative net long position in gold futures and options—calculated as the number of 'bullish' long minus 'bearish' short contracts held by traders classed as speculators—fell in the week ended last Tuesday."
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The Hidden Costs of Precious-Metals Miners' Optimism
Source: Andrey Dashkov, Casey Research (6/17/13)
"We believe gold will rebound and head higher, as you know, but that hasn't happened yet, and some mines that went into construction or production based on unrealistic assumptions are facing greater costs and lower revenues, resulting in net incomes far below investors' expectations."
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Physical Gold and Paper Gold Battling for Supremacy: Brien Lundin
Source: Alec Gimurtu of The Gold Report (6/12/13)
The recent drop in gold prices is a confirmation, or a revelation, to investors of the battle between the physical and paper gold markets. In this interview with The Gold Report, Brien Lundin, editor of Gold Newsletter, predicts the timing of a handoff from Asian physical demand to Western speculative demand and assesses the readiness of the junior market to respond to a revival in commodity prices. Plus, in a tip to Father's Day, he discusses his efforts to groom the next generation of investors.
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Tug of War in Gold and Silver
Source: Ben Traynor, BullionVault (6/12/13)
"Since falling sharply in April, gold has swung either side of $1400 an ounce, with the gold price falling as low as $1337 and as high as $1478."
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Keeping Stakes Small: How Some Companies Are Navigating the Gold M&A Market: Keith Phillips
Source: Brian Sylvester of The Gold Report (6/10/13)
Bigger isn't always better, as recent acquisitions by Agnico-Eagle Mines Ltd., Coeur d'Alene Mines Corp. and New Gold Inc. suggest. These companies are choosing to make multiple smaller deals as they keep the M&A thesis alive. In this interview with The Gold Report, Keith Phillips, head of Cowen and Company's Metals & Mining Investment Banking Group, tells investors what they can learn from those deals, the biggest problems facing the gold equities market and how they can take advantage of what he calls the strongest debt-financing markets in history.
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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.
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Marc Faber: The World Is a Mess, But Junior Mining Stocks Could Double
Source: JT Long of The Gold Report (6/3/13)
The world's economy is in tatters and safe havens are few and far between, says legendary contrarian Marc Faber. The banking crisis in Cyprus has shown that even bank deposits are not safe. The publisher of the Doom, Boom and Gloom newsletter, surveying the world from his perch in Hong Kong, discusses the impact of unemployment in Europe, the economic slowdown in China, asset bubbles and the turnaround prospects for precious metals miners. Faber also reveals his investment strategy for these volatile times in this interview with The Gold Report.
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SilverStrategies' Sean Rakhimov Advises Diversity
Source: Brian Sylvester of The Gold Report (5/31/13)
It's these times—volatile markets that shake you to your core—when you truly learn what kind of investor you are, says Sean Rakhimov, the founder of SilverStrategies. The investors who face these testing times, never forgetting why they sunk their funds into precious metals in the first place, are soon to be rewarded, according to Rakhimov. In this interview with The Gold Report,
Rakhimov explains why he believes that investors who haven't been shaken out of stocks yet will be able to cash in on a "triple" headed to the silver sector and discusses a handful of companies that investors need to pay attention to.
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Rick Rule's Reasons to Buy Gold and Select Gold Stocks
Source: Jeff Clark, Casey Research (5/30/13)
"I think that one of the things you have to look at in the gold market is that we are changing the nature of ownership, from institutional momentum holders who are leveraged to physical individual buyers on a global basis."
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Has the Gold Bull Market Hit a Snag? Tobias Tretter Says No
Source: Brian Sylvester of The Gold Report (5/29/13)
Interest rates will be low for a long time, predicts Commodity Capital Global Mining Fund Manager Tobias Tretter. Despite predictions of a gold bubble bursting, Tretter says in this interview with The Gold Report that the gold bull run will continue. In fact, Tretter still sees tremendous opportunity in a number of junior gold companies that have been largely ignored by the market.
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Sprott Is Bullish on Silver—and Gold—Equities
Source: Brian Sylvester of The Gold Report (5/22/13)
Sprott Silver Equities Class Co-Manager Maria Smirnova understands the power of leverage. She has seen the big impact even a slight increase in the silver price can have on silver producers. Every cent is multiplied and goes right to the investor's bottom line, giving the equities more upside than possible in a coin. That is why Eric Sprott increased holdings of silver equities in certain Sprott funds. Smirnova discusses five of these companies in this interview with The Gold Report.
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Volatility in Precious Metals Driven by Investor Switch from Commodities to Equities
Source: Adrian Ash, BullionVault (5/20/13)
"Initially extending Friday's late drop to touch $1,340/oz for only the second time since January 2011, gold rallied from new five-week lows for euro and British pound investors."
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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.
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US Silver Production Up 17% in February 2013: USGS
Source: Dorothy Kosich, Mineweb (5/13/13)
"Combined U.S. mining silver production for January and February of this year was 183,000 kg (5,883,586 oz), said the USGS."
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Precious Metal Royalties: The New Landscape
Source: JF Gunter of The Gold Report (5/10/13)
In today's challenging finance environment, some miners are looking to royalty companies to fill the funding void. Royalty sales give the junior mining company capital to explore or build a mine in exchange for a percentage of future production. It is a win-win. Investors have exposure to gold profits, but are immune to much of the risk. Juniors get the money they need to move forward. But not all royalties are the same and a number of new types have entered the market to fill specific investing and funding niches. In this special primer from The Gold Report, we survey the heads of the companies to explain the role they see themselves playing in investment portfolios and the future of mining.
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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.
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Physical Gold-Silver Shortage Could Benefit Undervalued Miners
Source: Jeb Handwerger, Gold Stock Trades (5/3/13)
"We may see a very powerful rebound as short covering and record investment demand returns to the precious metal sector."
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Silver Prices in 2013: The Reasons for a Bold Forecast
Source: Diane Alter, Money Morning (5/2/13)
"Investing now in beaten down silver could prove very rewarding."
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Gold's Plunge Ultimately Healthy for the Sector: Michael Gray
Source: Brian Sylvester of The Gold Report (4/29/13)
Market volatility sets the stage for price upswings as well as dips, according to Michael Gray, equities analyst of Macquarie Capital Markets, and the recent gold price drop should be seen as a "pause" in the bull market. Management teams are pausing as well, to focus on earnings and shareholder return rather than growth. In this interview with The Gold Report, Gray says this is the time to buy the best companies you can while they are discounted to fire sale prices, and he offers several names in jurisdictions from South and North America in the junior explorer space.
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Sell in May and Miss a Chance to Buy Gold Stocks Cheap, Warns Bob Moriarty
Source: JT Long of The Gold Report (4/26/13)
What is up—the Dow Jones Industrial Average and Standard & Poor's 500—will come down and what is down—gold equities—will go up fast, predicts the ultimate contrarian investor, Bob Moriarty. In this interview with The Gold Report, the president of 321 Gold proclaims that while all gold stocks are cheap right now, he has some favorites that he expects to jump when the junior market turns. Those who turn their back on the market over the summer just might lose their best chance to get in at historic lows.
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5 Factors that Will Push Silver to $250 an Ounce
Source: Peter Krauth, Money Morning (4/25/13)
"Because the global silver market is relatively small, silver prices tend to be more volatile; the pounding selloff we witnessed in silver this past month is a testament to that fact. But volatility works both ways, so when silver rises, its price can explode higher."
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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.
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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.
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Don't Panic, Buy Silver: Rick Mills
Source: Sally Lowder of The Gold Report (4/15/13)
It looks bad for precious metals. Gold prices have fallen hard. Explorers are hurting for money. Slim treasuries mean fewer drill programs. Scarce discovery news could lead to fewer listings on the Toronto Stock Exchange. But all is not lost. In this interview with The Gold Report, Rick Mills, owner and host of Ahead of the Herd, points to the fundamentals of silver and the opportunities for stock pickers willing to invest in small bites and wait out the inevitable market ups and downs.
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