What Western Supply and Asian Demand Mean for Gold: Brien Lundin
Source: Brian Sylvester of The Gold Report  (9/9/13)
The global rally for gold underway since late June will soon translate to juniors, says Brien Lundin, CEO of Jefferson Financial and the publisher/editor of Gold Newsletter. With so many undervalued companies in safe North American jurisdictions, he sees no reason to add sovereign risk to a portfolio. In this interview with The Gold Report, Lundin details which companies he follows and why, highlighting one area where major discoveries are "lined up like pearls on a string." More >

Five Ways to Play Gold and Silver
Source: Byron King, Daily Reckoning  (9/5/13)
"The past two years have not been kind to our favorite precious metals." More >

Follow the Beta Plays with Junior Silver Miners: PureFunds' Andrew Chanin
Source: Brian Sylvester of The Gold Report  (8/28/13)
PureFunds has a simple strategy: Be first in the market with innovative exchange-traded funds. Andrew Chanin, PureFunds' co-founder and COO, describes the firm's ISE Junior Silver ETF and the factors that make a "leveraged play to the actual spot price of the metal." In this interview with The Gold Report, Chanin goes on to list some of the names included in the fund and explains how they contribute to its success.
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Small (Capex) Is Beautiful in Silver and Gold, Says Salman's Ash Guglani
Source: Kevin Michael Grace of The Gold Report   (8/26/13)
Multibillion-dollar capital expenditures for precious metals projects have gone the way of the dinosaur, says Ash Guglani, research analyst at Salman Partners. In this interview with The Gold Report, Guglani delivers a report card for eight gold and silver companies, with the highest grades going to those that have kept down costs and have kept capital requirements modest. More >

Chris Mancini: The Good, the Not-So-Bad and the Maybe Ugly of Gold Equities
Source: Kevin Michael Grace of The Gold Report   (8/19/13)
With gold in the $1,300s, Gabelli Gold Fund Research Analyst Chris Mancini recommends performing triage on the gold equity sector. In this interview with The Gold Report, Mancini says that companies with cash and cash flow will survive the crisis, while those with the ability to take advantage of the downturn, like streaming companies, will do the best of all. More >

Casey's Louis James Warns: 'Don't Try to Time the Market'
Source: JT Long of The Gold Report  (8/14/13)
Don't ask Louis James if the gold price has reached bottom. He doesn't care. The senior editor with Casey Research is too busy trying to ferret out those gold miners with a bird in the hand, as he calls it in this interview with The Gold Report. He travels the world, most recently visiting Ethiopia, looking for companies with an overlooked story, an undervalued mine, an underappreciated grade. While James knows no one can time the market, he is quite certain he has found some good values. More >

Miners with the Grade to Survive the Silver Downturn: Chris Lichtenheldt
Source: Kevin Michael Grace of The Gold Report   (8/12/13)
It's one thing for a silver producer to make a profit at $28/oz and quite another to do the same at $20/oz, declares Chris Lichtenheldt, senior mining analyst at Dundee Capital Markets. In this interview with The Gold Report, Lichtenheldt examines eight silver companies, detailing which ones will be rewarded for high-grade assets and which ones punished for high costs. And he explains why one of his favorites is a silver company that doesn't actually produce silver. More >

Finding Bargains Down Under with Rick Rule
Source: Karen Roche of The Gold Report  (8/5/13)
Down markets are notoriously rife with good deals, and nowhere is this truer than Down Under. In this interview with The Gold Report, Rick Rule, founder of Sprott Global Resource Investments, explains how he takes advantage of Australia's small, volatile market and investors' ethnocentrism to find high-quality companies whose shares are, in his opinion, going for a steal. More >

Ron Struthers: Are Gold Equities on the Cusp of an Upswing?
Source: Brian Sylvester of The Gold Report  (7/29/13)
It is like a carrot on a stick for small-cap mining investors: the promise that we have finally hit bottom and prices will rise again for gold and mining stocks. That time is almost here, according to Ron Struthers, the publisher and editor of Struthers' Resource Stock Report. In this interview with The Gold Report, Struthers discusses how a run on bullion banks has played with the gold price and which indicator is telling him things are about to move. If Struthers' forecast is right, the gold market could be on the cusp of one of its best corrections yet.
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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 >

Three Qualities That Separate Junior Gold Winners from Losers: Eric Coffin
Source: Kevin Michael Grace of The Gold Report   (7/22/13)
Gold juniors need to get back to the basics, says Eric Coffin, and it is going to take large discoveries to get the market excited again. In this interview with The Gold Report, the publisher of Hard Rock Analyst explains how the new economics of gold production require investors to concentrate on companies with three specific qualities, and names companies and the regions that could generate breakout projects. More >

'Mexico Mike' Kachanovsky Believes the Best Cure for Low Prices Is Low Prices
Source: Brian Sylvester of The Gold Report  (7/17/13)
Even though precious metals stocks are going through a nasty and unpleasant interval, Mike Kachanovsky, founder and partner of smartinvestment.ca, looks at the market through a bullish lens. Shrewd accumulators are buying all the gold and silver juniors they can. When prices recover, investors will realize that mining stocks have been driven down to generational lows and money will rapidly flow back into the juniors. In this interview with The Gold Report, Kachanovsky details actions smaller juniors can take to survive the downturn and discusses companies with the resources to stay afloat until the markets rebound. More >

Why Stephan Bogner Believes You Should Be 100% Invested in Precious Metals
Source: Brian Sylvester of The Gold Report  (7/15/13)
Now is the time to be brave, to buy when everyone else is selling, advises Stephan Bogner, analyst with Rockstone Research and CEO of bullion dealer Elementum International. Content to go against the grain, Bogner believes investors should be 100% invested in precious metals, both in physical metals and equities. He is interested not only in companies that are profitable now but also in ones that will someday be in the black again. In this interview with The Gold Report, he describes his ideal portfolio, which includes companies operating in far-flung places. More >

Breakdown: British Columbia Explorers
Source: Visual Capitalistm  (7/15/13)
"Using 20+ variables, we've analyzed over 50 exploration companies and their main projects in B.C." 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.
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Jeff Killeen: C is for Cash and Catalysts in a Chaotic Market
Source: Brian Sylvester of The Gold Report  (6/28/13)
Resource equities remain under siege and Jeff Killeen, an analyst with CIBC World Markets in Toronto, preaches the importance of the two Cs, cash and catalysts, to investors in this shaky market. In this interview with The Gold Report, Killeen discusses what fundamentals he looks for and names some companies that have strong balance sheets and potentially market-moving news on the horizon.
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Ian Gordon: Who Killed the Gold Price?
Source: Brian Sylvester of The Gold Report  (6/26/13)
The gold price may have taken a tumble, but Ian Gordon, chairman and founder of the Longwave Group in British Columbia, is watching for a recovery. As bullishness in gold reaches some of its lowest levels, Gordon, in this interview with The Gold Report, says he believes that is indicative of a turn and he discusses where he has invested his money to ride the upswing.
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Roger Wiegand Predicts a Brand New World for Gold
Source: Peter Byrne of The Gold Report  (6/24/13)
The quant who produces Trader Tracks newsletter tells The Gold Report that the technical charts project a brightening future for precious metals. Technical market analyst Roger Wiegand tracks annual trading cycles while keeping an expert eye on potentially disruptive world events. He is a stickler for fundamentals, though, when it comes to picking out the best juniors for safe bets in a cash-poor industry. More >

Five Miners Chen Lin Expects to Buck the Trend
Source: Zig Lambo of The Gold Report  (6/21/13)
For most investors, the market for gold and silver stocks resembles a battlefield littered with the dead and dying, especially after the last day or two. The key for investors is picking those stocks that have the best chance for survival, and sticking with them until they are able to recover. In this interview with The Gold Report, Chen Lin tells us what he looks for to make that critical decision and why he believes that platinum and palladium should do well regardless of what is happening with gold and silver. More >

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." More >

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." More >

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." More >

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. More >