It's Only the Beginning for Uranium
Source: www.financialinsights.com��(6/3/05)
Dr. Richard S. Appel, author of Financial Insights, first became bullish on uranium in mid-2003, when it appeared obvious that its supply versus demand equation was fated to seriously drive higher its price. Since then, a series of events in the uranium industry has led Appel to believe that uranium prices will reach never before seen levels. More >

Portfolio Diversification with Gold, Silver, and Platinum
Source: Bullion Marketing Services��(6/1/05)
A recent study found that including precious metals in an asset allocation could increase expected returns and reduce portfolio risk. The study was completed by Ibbotson Associates for Bullion Marketing Services, Inc. More >

Uranium Mining Boost
Source: The Australian��(5/31/05)
THE Howard Government has foreshadowed a dramatic expansion of Australia's uranium mining industry, identifying Indonesia, Thailand and Vietnam as future export markets as South East Asia becomes a player in nuclear energy. More >

Long-Term Fundamentals Remain Positive
Source: The Gold Report��(5/31/05)
Recent headlines would have investors believe that gold and gold stocks have officially fallen out of favor: “Gold Drops Most in Two Weeks as Euro Weakens After French Vote,” (Bloomberg, May 31); “Gold Hits 15-Week Low on Weak Euro, Seen Shaky,” (Reuters, May 31). But among long-time followers of the precious metals, the current situation is seen as only a temporary setback in what they ardently defend as a continued bull market. More >

Nuclear Power: Rising from the Grave?
Source: L'Express Dimanche��(5/29/05)
The debate is getting as heated as the planet, but it has moved on. Outside the United States, where the climate-change denial industry still trots out its few tame scientists to question the reality of global warming, it is now about the best way to cut carbon emissions fast without bringing the whole structure of industrial civilisation grinding to a halt -- and the almost defunct nuclear-power industry is seizing the opportunity to make a come-back. More >

Get Ready for Gold's Rebound
Source: Forbes��(5/26/05)
The Philadelphia Gold and Silver Index and the Gold Bugs Index both topped out last November at about 30% higher than they are presently. These corrections in the metals can be brutal, but Curtis Hesler, in a recent article in Forbes, says there is little evidence in his technical work that the bull market in commodities--or in precious metals specifically--is over. In fact, Hesler says, it appears that the correction has all but run its course, and the next significant move will be to the up side.

Essentially, if a mine produces gold for $300 per ounce and gold sells for $300 per ounce, they are obviously at break-even. Every dollar that gold rises from that point falls directly to the bottom line as profit--hence the leverage and the reason gold shares tend to be more volatile than bullion. More >

All You Need is One Really Big Winner
Source: The Dines Letter��(5/13/05)
. . .when we first uncovered what we called “The Coming Uranium Boom,” with the price at $8/lb, we refused to allow the pervasive hostility to uranium to deter us from recommending uranium stocks publicly. More >

How to Profit from Uranium.
Source: Financial Post��(5/12/05)
Did Eric Sprott, formerly of Sprott Securities, have anything to do with the founding of Uranium Participation Corp. (UPC/TSX), a company formed to buy and hold uranium? According to the Financial Post, we may never know if Sprott was the brains behind the company, or whether he just endorsed the idea. Either way, UPC has achieved its goal of jacking up the market price of uranium by creating a company to stockpile the commodity. More >

Some Environmentalists Warming to Nuclear Power.
Source: New York Times��(5/12/05)
Several of the nation's most prominent environmentalists have gone public with the message that nuclear power, long taboo among environmental advocates, should be reconsidered as a remedy for global warming, according to a recent article in the New York Times. More >

Uranium Hits New High - Spot Price Increases 41.5% in ‘05
Source: The Gold Report��(5/10/05)
UX Consulting’s spot price increased by $2.75 to US$29/lb, the largest one-week price increase in the history of commercial uranium market. Toll Cross Securities’ analyst Greg Huffman notes (5/10/05) that this is the eighth consecutive week of spot price increases, and is the largest weekly increase in the history of Ux price reporting, surpassing last week’s $2.25 per lb increase ($5/lb increase thus far in May). More >

Taking Stock
Source: The Gold Report��(5/3/05)
The price of gold bullion has largely recovered from its mid-March sell-off, while gold and silver stocks continue to deliver up a dismal performance. This week, we turn to the experts for their perspective on what one newsletter writer terms the “disconnect” between gold bullion and gold stocks. More >

Uranium Overview
Source: The Ruff Times��(4/29/05)
Uranium is destined to play an ever more important role in the world energy market. More >

Uranium Update
Source: Doug Casey - International Speculator��(3/29/05)
As many readers know, I’ve been a uranium bull for some time, recommending uranium companies as far back as a 16-page report in my October 1998 International Speculator, when the metal sold for just $9.50 per pound.
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Look for New Highs
Source: The Gold Report��(3/1/05)
The Bank of Korea’s announcement that it plans to diversify its US$200 billion in reserves sent the dollar down and gold prices up last week. This week, newsletter writers are predicting that the upward trend in precious metals will continue, as other foreign banks follow Korea’s lead, further eroding the dollar and making the precious metals all that much more precious. More >

Time to Stock Up?
Source: The Gold Report��(2/9/05)
The first week of February brought continuing strength in the U.S. dollar, with many analysts and pundits holding firm to their belief that the trend will be short-lived, and ultimately, gold prices will resume their upward movement. In the meantime, some experts advocate that now may be the perfect time to take advantage of the currently less-than-glittering performance of resource stocks. More >

Analysts: Choose Wisely
Source: The Gold Report��(1/25/05)
Gold industry analysts predict mining stocks will get off to a slow start in 2005, hindered by what they believe is a short-term rally for the US dollar. Longer term, the price of gold will resume its climb, pulling the gold stocks with it. Their advice? Be highly selective – some stocks will clearly outshine the pack. More >

Desjardins Top Picks for '05
Source: Globe and Mail��(1/24/05)
Desjardins Securities has come out with a 2005 market outlook that is sure to please many investors. Peter Gibson, head of portfolio strategy and quantitative research, expects the S&P/TSX composite index will have climbed to 9,885 and the Standard & Poor's 500-stock index to 1,315 at or close to year-end. The forecast for the TSX composite is one of the highest on Bay Street. The TSX composite was trading near 9,077 late Monday afternoon and the S&P 500 was at 1,168. More >

It’s Time To Worship the Golden Calf
Source: Howard Ruff - The Ruff Times��(10/18/04)
“We are now officially in a gold bull market that will last for several years, driven by the imploding dollar, among other things. Gold bought now at around $450 an ounce and held for two to five years will earn you several times your money if your are patient and hang on. . ." More >

The Original Uranium Bug
Source: The Gold Report��(8/17/04)
James Dines, considered one of the world’s most-respected and quoted political and financial forecasters, is the editor of The Dines Letter, one of the best-known and oldest stock-market newsletters of its type. The Gold Report had the opportunity recently to talk with Mr. Dines, “The Original Uranium Bug”, about the metal:
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Newmont Mining: A Class Act
Source: Barrons��(7/5/04)
“Down through the eons, ever since our primitive forebears donned animal skins and began toying with tools, gold has been an object of affection, veneration and accumulation. Except for most of the past 20 years, when, in investment circles, at least, it became something to be devoutly avoided, neglected, even derided. So January 2001 was hardly the best of times, as Wayne Murdy discovered -- with gold having declined precipitously in both price and esteem and its reputation as a store of value badly tarnished -- to be taking the reins of one of the largest gold producers in North America.” (July 5, 2004) More >

China's Rare Earth Motives
Source: The Diplomat, Ming Hwa Ting��(6/6/01)
"Is China merely protecting its environment with REE export quotas?" More >

Gold - Part of Every Portfolio
Source: John Embry, Sprott Asset Mgmt.
“This is the type of environment in which gold thrives. The budget surplus has turned into an enormous deficit, and there is a debt problem at all levels– consumer, corporate and government, and in the state government in particular. As a result there is going to be an awful lot of money printed. Because there is so much upside leverage in gold and gold shares, if you put 10% of your assets in gold, you can offset most of the problems that may be occurring in the rest of your portfolio. So, I just think in the decade of 2000 to 2010, some exposure to gold would be a very correct thing to do.”
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Gold, The Ultimate Hedge
Source: John Ing, Maison Placements
". . .gold has been backing and filling in a trading range and might again retest the lower range. However, we believe that the next direction is a prelude to a breakout that measures to an upside target of $510 an ounce which would represent the second stage of this intermediate rally as the greenback suffers another retest having failed five times to rally." More >

Wait for the Break-Out

According to this recent Mineweb.com article, experts are calling more upside in the gold price, short term, as the metal seems to have consolidated at the $550/oz level and appears ready to set some new 25-year records. More >

Gold Still an Opportunity for Investors: Barron's
Source: Reuters
The roller-coaster price of gold climbed to $528 an ounce on Dec. 12 from $459 in early November and an investment still could pay off over the next few years, according to Reuters, quoting from an article in the Dec 26 issue of Barron's. More >