...with even more coverage of emerging trends in the energy, metals and minerals investing space.
From Beaver Creek to Denver: A Journey Between Different Worlds
Source: Staff of The Gold Report (10/1/14)
September's Precious Metals Summit at Beaver Creek, followed hard by the Denver Gold Forum, brought a huge chunk of the gold mining and investing community to Colorado. The Gold Report Publisher Jason Mallin heard firsthand about companies that were adding value, and how investors planned to shift focus for the remainder of 2014. In this Gold Report roundup, we asked other experts in attendance for their takeaways from the proverbial mountaintop. More >
Kal Kotecha: Going Against the Grain in Five Names
Source: Brian Sylvester of The Gold Report (9/30/14)
Economics professor and newsletter writer Kal Kotecha says to obtain superior results, you cannot do what everyone else is doing. He maintains that much of the risk associated with junior resource equities has been beaten out by the herd mentality and that selectively buying what's left presents mindboggling opportunity. Kotecha shares some of those names in this interview with The Mining Report.
Jay Taylor Urges Investors to Stay Liquid for the Coming Gold Boom
Source: Kevin Michael Grace of The Gold Report (9/29/14)
Jay Taylor doesn't beat around the bush—he believes the price of gold is being suppressed to support the U.S. dollar and underwrite American foreign policy. But the publisher and editor of J. Taylor's Gold, Energy & Tech Stocks and host of the radio show "Turning Hard Times into Good Times" thinks that this suppression will fail, just as it did in the 1970s, when gold rose over 2,300%. In this interview with The Gold Report, Taylor urges investors to stay as liquid as possible so they can invest in undervalued companies poised to explode when the value of gold is reasserted. More >
Richard Karn's Advice for Avoiding the Walking Dead
Source: Special to The Gold Report (9/24/14)
Starved of cash, nearly 150 mining companies listed on the Australian Stock Exchange went into bankruptcy during the fiscal year
that ended June 30, and another 23 have gone under since then. Richard Karn, managing editor of the Emerging Trends Report, believes a fresh wave of failures is expected when the quarter ends September 30, and a major shakeout at some point appears likely. But the situation isn't grim for all the specialty metal companies down under. In this interview with The Gold Report, Karn shares a handful of names with the wherewithal to survive the onslaught. More >
Sprott Fund Manager Jason Mayer's Guide to Resource Stock Profits
Source: JT Long of The Mining Report (9/23/14)
Miners are having a tough time getting funded, and although Canadian oil and gas has performed well over the last few quarters, some companies might be overvalued. No wonder investors are confused. In this interview with The Mining Report, Jason Mayer of Sprott Asset Management examines near- and long-term plays that look poised to deliver returns, and shares his criteria for selecting profitable investments in volatile resource markets. More >
Jeff Desjardins and James Fraser Look at Junior Miners in a Way that May Surprise You
Source: Brian Sylvester of The Mining Report (9/16/14)
It's never too late to find a new way to evaluate mining companies, and Jeff Desjardins and James Fraser of Tickerscores.com have developed one based on over 20 different criteria. Add in some near-term catalysts and the wheat separates from the chaff. In this interview with The Mining Report, Desjardins and Fraser share the names of companies with some of Tickerscores.com's highest junior mining scores. More >
Where to Look for Yield During a Time of Low Gas Prices: Elliott Gue
Source: Peter Byrne of The Energy Report (9/11/14)
With gas prices stuck at historic lows for the foreseeable future, bored investors can look toward master limited partnerships to increase profit yields on energy portfolios. Elliott Gue, energy investment strategist of Capitalist Times, spends his day finding great energy deals in the margins and curves. In this interview with The Energy Report, Gue does the dirty work and gives us his strategy so that investors can golf, yacht, and have fun without worrying about losing the value of their savings to inflation. More >
Filipe Martins: African Miners that Can Generate Cash Flow and Dividends
Source: Kevin Michael Grace of The Mining Report (9/9/14)
Low all-in gold cash costs are a good thing, says London-based GMP Securities Analyst Filipe Martins, but they don't tell the whole story. In this interview with The Mining Report, Martins argues that the best companies are those with strong free cash flow yields and a view to return cash to investors. Many of these companies have gold, copper, titanium and graphite projects in Africa, which boasts low-risk jurisdictions in addition to high-grade geology. More >
How is Doug Casey Preparing for a Crisis Worse than 2008? He and His Fellow Millionaires Are Getting Back to Basics
Source: JT Long of The Mining Report (9/2/14)
Trillions of dollars of debt, a bond bubble on the verge of bursting and economic distortions that make it difficult for investors to know what is going on behind the curtain have created what author Doug Casey calls a crisis economy. But he is not one to be beaten down. He is planning to make the most of this coming financial disaster by buying equities with real value—silver, gold, uranium, even coal. And, in this interview with The Mining Report, he shares his formula for determining which of the 1,500 "so-called mining stocks" on the TSX actually have value. More >
Canaccord's Luke Smith: Five Aussie Companies with Cash Flows, Low Costs and MOUs
Source: Kevin Michael Grace of The Mining Report (8/26/14)
Now more than ever, only select mining companies are attracting investors. Luke Smith, head of mining research for Canaccord Genuity in Melbourne, argues that low costs, increasing cash flows and improved net cash positions are crucial for gold companies. Solid contracts with end-users and strong institutional support are crucial for commodities. In this interview with The Mining Report, Smith highlights two undervalued Australian gold companies and three Australian companies in graphite and lithium that have already seen explosive share growth and appear poised for even greater gains. More >
Fund Adviser Björn Paffrath's Mantra: In the End, Performance Matters
Source: Brian Sylvester of The Mining Report (8/19/14)
Björn Paffrath, Switzerland-based fund adviser and newsletter writer, says there is certainly an elevated risk of a correction in the broad market but the upside in the mining sector is worth looking at as the market turns. Paffrath expects more M&A activity in the fall and says he's always looking for opportunities that really impact the performance of the funds. In this interview with The Mining Report, Paffrath shares some silver, base metals and tungsten positions. More >
Where Is Casey's Marin Katusa Stashing His Money When Europe Heats Up?
Source: JT Long of The Mining Report (8/12/14)
Under the cloud of a "colder war" with Russia, Europe is embarking on an energy renaissance. In this interview with The Mining Report, Casey Research energy expert Marin Katusa shares four junior names he thinks could profit from a move into modern energy production techniques, and one truly contrarian name for those expecting the worst. More >
David Sadowski: Are You Ready for Upward Pressure on Uranium Prices?
Source: Peter Byrne of The Mining Report (8/5/14)
Take advantage of the temporary bear market in uranium juniors, David Sadowski tells The Mining Report. The Raymond James mining analyst explains why uranium prices are low and why they will rise in the medium term. Hint: It has something to do with how orange juice is produced. And he talks about why a gold lining makes the metals market a solid bet. More >
John Chu: Investors Can Feast on Fertilizer Yields
Source: Kevin Michael Grace of The Mining Report (7/29/14)
As the world grows ever larger, its people demand more and better food. This trend will continue to benefit investors in fertilizer companies, declares John Chu of AltaCorp Capital Inc. In this interview with The Mining Report, Chu explains that a near-term supply crunch is good news for juniors and highlights four companies with projects than can meet demand, as well as a revolutionary Canadian company that is pioneering agricultural streaming. More >
From Argentina to the Athabasca: Etienne Moshevich on Hot Prospects
Source: Tom Armistead of The Mining Report (7/29/14)
Unearthing lucrative investments sometimes means following the money. In this interview with The Mining Report, Etienne Moshevich, editor of Alphastox.com, describes how juniors—and investors—can capitalize on the valuable resources the majors recognize in the vast shale oil fields of Argentina, Canada's glowing Athabasca Basin and elsewhere. Moshevich discusses companies equipped with both the management and resources to hitch a profitable ride on the majors' gravy train. More >
Paul Renken: Bottom-Fishing for the Best Junior Resource Equities
Source: Brian Sylvester of The Gold Report (7/28/14)
It's the lazy days of summer and Paul Renken, senior geologist and analyst with VSA Capital, is bottom-fishing. He sees a lot of value in unloved resource equities and spends much of his time sifting through the lot to find juniors that will get the increasingly sparse financing needed to turn potential into production. Renken offers an abundant catch of equity picks in this interview with The Gold Report. More >
Doug Loud and Jeff Mosseri: Three Reasons Why Gold and Gold Stocks Will Rise
Source: Kevin Michael Grace of The Gold Report (7/23/14)
It's hard to see the present until it's in the past. What does this mean for gold? Money managers Doug Loud and Jeff Mosseri of Greystone Asset Management say that a bull market may have already begun. All the signs are there: rising political tension, a shortage of new supply and a cull of the weakest stocks. In this interview with The Gold Report, Loud and Mosseri list a dozen gold, silver and copper companies that should ride the crest of the wave. More >
Jocelyn August: Upcoming Catalysts for Precious and Base Metals, Uranium and Oil and Gas Plays
Source: Brian Sylvester of The Mining Report (7/22/14)
Timing the market is sometimes more important than finding the right equities. But if you can time the market and find the right equities, that can be the most direct path to success. Jocelyn August, senior analyst and product manager with Sagient Research's CatalystTracker.com, follows catalysts that move resource stocks with regularity, sometimes 10% or more. In this interview with The Mining Report, August discusses some upcoming catalysts in the precious and base metals spaces, and names others in uranium and oil and gas. More >
Tom Hayes' Trio of Rare Earth Project Contenders
Source: Kevin Michael Grace of The Mining Report (7/15/14)
It's not the size of a rare earth elements project resource that determines its success, declares Tom Hayes of Edison Investment Research. In this interview with The Mining Report, he explains that companies will win based on their holdings of heavy and strategic rare earths and their ability to secure funding. With the race on to develop non-Chinese REE sources, he suggests three projects likely to end up on the podium. More >
Thomas Schuster's Five Stocks to Buy and Hold
Source: Kevin Michael Grace of The Gold Report (7/14/14)
Consulting Mining Analyst Thomas Schuster looks at the longer term in mining. He is bullish on gold but cautions that we won't see an end to the bear market in precious metals equities until financing again becomes readily available. In this interview with The Gold Report, the publisher of the "Rocks To Riches" research reports presents five companies in gold, silver and niobium with the management and projects to ride out the storm. More >
Alkane Resources Ltd. (ANLKY:OTCQX; ALK:ASX) Alkane Resources Ltd. is a multicommodity mining and exploration company with a focus on gold, copper, zirconium, niobium and rare earths. Its projects and operations are located in the central west o ...
Alpha Exploration Inc. (AEX:TSX.V) Alpha Exploration Inc. is a junior mineral exploration and development company with strategically located uranium and gold properties in North America. Alpha Exploration was incorporated in October 20 ...
AMG Advanced Metallurgical Group N.V. (AMVMF:OTC) ...
Anfield Resources Inc. (ARY:TSX.V; ANLDF:OTCQB; 0AD:FSE) Anﬁeld Resources Inc. is a mineral development company that aims to identify and acquire a balanced portfolio of assets, including both strategic resource projects that have the potential to ge ...
Arianne Phosphate Inc. (DAN:TSX.V; DRRSF:OTCBB; JE9N:FSE) Founded in 1997 under the name Arianne Resources Inc. and listed on the Toronto Stock Exchange in 2003, Arianne Phosphate Inc. is a Canadian mineral exploration company now focused on developing its L ...
Azincourt Uranium Inc. (AAZ:TSX.V) Azincourt Uranium Inc. is an exploration company focused on Canada's Athabasca Basin, the world's leading source of high-grade uranium. The company's management team has a strong track record of succe ...
Carbine Tungsten Ltd. (CNQ:ASX) Carbine Tungsten Ltd. has become a tungsten concentrate producer from its flagship project, the Mt. Carbine tungsten mine, in Far North Queensland. Historically, Mt. Carbine produced 40% of Australia' ...
Century Aluminum Co. (CENX:NASDAQ) ...
Commerce Resources Corp. (CCE:TSX.V; D7H:FSE; CMRZF:OTCQX) Commerce Resources Corp. is an exploration and development company with a particular focus on developing its Blue River tantalum and niobium deposit (British Columbia) and its Ashram rare earth elemen ...
DNI Metals Inc. (DNI:TSX.V; DG7:FSE) "DNI Metals Inc. holds six contiguous mineral properties in northeast Alberta, comprising a 2,720 sq-km land position over black shales locally enriched in base metals, uranium, lithium, specialty met ...
Energizer Resources Inc. (EGZ:TSX.V; ENZR:OTCQX) Energizer Resources Inc. is a mineral exploration and mine development company based in Toronto, Canada, that is developing its 100%-owned, flagship Molo graphite project in southern Madagascar. Molo ...
Energy Fuels Inc. (EFR:TSX; EFRFF:OTCQX; UUUU:NYSE.MKT) Energy Fuels Inc. is the largest conventional producer of uranium in the United States. The company owns the only conventional uranium mill in the U.S., the White Mesa mill in Utah. Energy Fuels als ...
Excellon Resources Inc. (EXN:TSX; EXLLF:OTCPK) Excellon Resources Inc.'s 100%-owned La Platosa mine in Durango is Mexico's highest-grade silver mine, with lead and zinc byproducts making it one of the lowest cash cost mines in the country. The com ...
Excelsior Mining Corp. (MIN:TSX.V) Excelsior Mining Corp. is developing the world’s largest low-cost in-situ copper project within the copper porphyry belt of Arizona. Based on an initial production rate of 110Mlb/year and a US$2.75/lb ...
Fission 3.0 Corp. (FUU:TSX-V) ...
Fission Uranium Corp. (FCU:TSX.V) Fission Uranium Corp. is a Canada-based uranium exploration company with a major discovery in the Athabasca Basin, home to the world's richest uranium deposits. Headed up by CEO Dev Randhawa, the comp ...
Focus Graphite Inc. (FMS:TSX.V; FCSMF:OTCQX; FKC:FSE) Focus Graphite Inc. is a midtier junior mining development company, a technology solutions supplier and a business innovator. The company aims to become one of the lowest-cost producers of technology ...
Focus Ventures Ltd. (FCV:TSX.V) Focus Ventures Ltd. acquires and develops quality phosphate projects in Latin America, where the discovery and development of new deposits is becoming increasingly important given the growing demand a ...
Forum Uranium Corp. (FDC:TSX.V) Forum Uranium Corp. holds an extensive portfolio of uranium exploration projects in Canada's Athabasca and Thelon Basins. The company's highly experienced team of exploration professionals has a track ...
Franco-Nevada Corp. (FNV:TSX; FNV:NYSE) Franco-Nevada Corporation is a resource royalty and investment company owning a diversified portfolio of precious and base metal royalties, oil and natural gas royalties and other interests. The portf ...
Great Quest Metals Ltd. (GQ:TSX.V) Great Quest Metals Ltd. is a Canadian mineral exploration company focused on advancing the Tilemsi phosphate project in Mali, West Africa. Encompassing 1,206 sq km, this deposit boasts a large tonnage ...
Largo Resources Ltd. (LGO:TSX.V) Largo Resources Ltd. is a growing strategic mineral company with projects in Brazil and Canada. The immediate goal of the company is to bring its Maracás vanadium project to production in 2014. Largo ...
MAG Silver Corp. (MAG:TSX; MVG:NYSE) MAG Silver Corp. is focused on district-scale projects located within the Mexican Silver Belt. Its mission is to become one of the premier companies in the silver mining industry. MAG is conducting on ...
Mamba Minerals Ltd. (MAB:ASX) ...
Mandalay Resources Corp. (MND:TSX) Mandalay Resources Corp. is a Canadian-based natural resource company with producing assets in Australia and producing and exploration projects in Chile. The company is focused on executing a roll-up ...
Mason Graphite Inc. (LLG:TSX.V; MGPHF:OTCQX) Mason Graphite Inc. is a Canadian mining company focused on the exploration and development of its 100%-owned Lac Guéret graphite project, located in northeastern Québec. The graphite grade on this pr ...
Medallion Resources Ltd. (MDL:TSX.V; MLLOF:OTCQX; MRD:FSE) Medallion Resources Ltd. is rethinking rare earths. Headed by Dr. Bill Bird and supported by an experienced technical team, the company is well positioned to identify and exploit the world's most prom ...
Midland Exploration Inc. (MD:TSX.V) Midland Exploration is a dynamic and aggressive mineral exploration company focused on gold, base metals and REE mine discoveries in one of Canada's richest mining provinces, Quebec. The company is le ...
Mkango Resources Ltd. (MKA:TSX.V) Mkango Resources Ltd. is a mineral exploration and development company with a mission to maximize shareholder value while spearheading the development of mining in Malawi and implementing meaningful a ...
Namibia Rare Earths Inc. (NRE:TSX, NMREF:OTCQX) Namibia Rare Earths Inc. is a Canadian public company focused on the accelerated development of its 100%-held Lofdal rare earth project in Namibia. Lofdal is an early-stage, district-scale exploration ...
Nemaska Lithium Inc. (NMX:TSX.V; NMKEF:OTCQX) Nemaska Lithium Inc. is a development company with a high-grade lithium asset and patent-pending processes to produce high purity lithium hydroxide and lithium carbonate using electrolysis technology. ...
North American Nickel Inc. (NAN:TSX.V) North American Nickel Inc. is a mineral exploration company with 100%-owned properties in Maniitsoq, Greenland; Sudbury, Ontario; and the Thompson Nickel Belt in Manitoba. The Maniitsoq property in Gr ...
Northern Minerals Ltd. (NTU:ASX) Northern Minerals Ltd. is poised to become the world's next producer of dysprosium at its Browns Range HREE project in northern Australia. Following a milestone year, the company is significantly adva ...
Orvana Minerals Corp. (ORV:TSX) Orvana Minerals is a proven gold producer with significant growth opportunities and a strong balance sheet. The company owns and operates the Don Mario Mine in eastern Bolivia and is developing two ot ...
Pasinex Resources Ltd. (PSE:CNX) Pasinex Resources Ltd. is a base and precious metals company with a particular focus on exploration in Turkey. Pasinex has a joint venture with Turkish mining company Akmetal AS to explore for zinc an ...
Prima Diamond Corp. (PMD:TSX.V) Prima Diamond is focused on diamond exploration in the Slave Craton, Northwest Territories, Canada, which is host to the Daivik, Ekati, and Snap Lake diamond mines. The Prima diamond properties are si ...
Roughrider Exploration Ltd. (REL:TSX.V) Roughrider Exploration Ltd. is a Vancouver-based company engaged in uranium exploration in Saskatchewan. The company currently has an option agreement with Kivalliq Energy Corp. for its Genesis projec ...
Sierra Metals Inc. (SMT:TSX) Sierra Metals Inc. is a Canadian mining company focused on precious and base metals from its Yauricocha mine in Peru, and its Bolivar mine and Cusi mine in Mexico. In addition, Sierra Metals is explor ...
Soltoro Ltd. (SOL:TSX.V) Soltoro Ltd. is defining further resources on its El Rayo and Tecolote properties in Mexico. These projects make up the eastern portion of the Guachinango district and Cayden Resources Inc.'s El Barqu ...
Syrah Resources Ltd. (SYR:ASX) Syrah Resources Ltd. is an Australian resource company with a diversified exploration portfolio located in southeastern Africa. The Balama graphite and vanadium project in northern Mozambique is Syrah ...
Thor Mining Plc (THR:LSE; THR:ASX) ...
Trevali Mining Corp. (TV:TSX; TREVF:OTCQX; TV:BVL) Trevali Mining Corp. is a zinc-focused base metals development company. In Canada, it owns the Halfmile zinc-lead-silver mine, the Caribou mine and mill, and the Stratmat polymetallic deposit, all loc ...
Ucore Rare Metals Inc. (UCU:TSX.V; UURAF:OTCQX) Ucore Rare Metals Inc. is a development-phase mining company focused on establishing rare metal resources with near-term production potential. With multiple projects across North America, Ucore's prim ...
UEX Corp. (UEX:TSX) UEX Corporation has the largest known resources of uranium held by any junior exploration company operating in the Athabasca Basin, a politically stable, mining-friendly jurisdiction that contains the ...
Ur-Energy Inc. (URE:TSX; URG:NYSE.MKT) Ur-Energy Inc. is a junior mining company engaged in the identification, acquisition, exploration, development and operation of uranium projects in the United States and Canada. The company operates ...
Uranerz Energy Corp. (URZ:TSX; URZ:NYSE.MKT) Uranerz Energy Corporation is a U.S.-based uranium company focusing on near-term, commercial in-situ recovery (ISR) production in Wyoming—the country's largest uranium-producing state. Its management ...
Virginia Mines Inc. (VGQ:TSX) Virginia Mines Inc. is a mining exploration company with a royalty of 2.2% on the world-class Eleonore gold deposit, which is in a new district that is now considered a new mining camp. Virginia works ...
Nickel Pulls Back, But Still Looks Strong Although LME nickel prices retreated to US$7.80/lb in late September, Scotiabank Economist Patricia Mohr forecasts "The supply and demand balance for nickel in China is still expected to tighten noticeably by early 2015. - Dorothy Kosich, Mineweb (9/30/14) More >
Rick Rule: Seeing a Bullish Transition in Junior Gold Miners "The market itself is very healthy. You are seeing a transition. . .a transition that doesn't suggest, but rather screams that [junior resource issues are] under accumulation—which is a very, very bullish sign." - Tekoa Da Silva, SprottGlobal Resource Investments (9/26/14) More >
Commodities Capitulation—A Blip or the Start of Something More? "By most accounts, commodity prices are at five year lows. Almost everything, from gold to silver to iron ore to wheat to corn, is falling—hard. ." - Chris Berry, Disruptive Discoveries Journal (9/22/14) More >
Today's U.S. 'Baby' Will Consume 3 Mlbs Metals and Minerals In Lifetime "The projected lifetime consumption of metals and minerals by today's U.S. baby extrapolated across the world presents an enormous challenge for the global resource sector." - Lawrence Williams, Mineweb (9/1/14) More >
CEOs in Mining The CEOs of the top 25 gold, silver, copper, coal and base metals mining companies in the world are profiled in this infographic. - Visual Capitalist (8/20/14) More >
Minerals Versus Marijuana "Rule, Casey, Cook, and James say now is the time to invest in natural resource plays, not run for high-tech or a product to get high with." - Douglas French, The Daily Reckoning (8/19/14) More >
Like Gold, Base Metal Stocks Offer Huge Investment Opportunities "Base metals stocks have been some of the best performers so far this year as they have risen off their nadirs." - Lawrence Williams, Mineweb (8/1/14) More >
What Do Droughts Mean for Potash Investors? "Droughts, while not so good for farmers, are good for fertilizer prices." - Vivien Diniz, Resource Investing News (7/24/14) More >
Multibillion-Dollar Takeover Reflects Lithium Market Potential "The market for lithium, which is also used in batteries for laptop computers, may double in a decade, with demand growing at 7–10% annually." - Bloomberg (7/15/14) More >
2014 Commodities Halftime Report "After a disappointing 2013, the commodities market came roaring back full throttle, outperforming the S&P 500 Index by more than four percentage points and 10-year Treasury bonds by more than six." - Frank Holmes, U.S. Global Investors (7/14/14) More >
Palladium Price Soars to 13-Year High "Palladium's performance sets it apart from platinum. While platinum prices have been strong lately, reflecting the aftermath of the platinum sector strike in South Africa, that movement pales in comparison to palladium." - Kip Keen, Mineweb (7/7/14) More >
Canada Could Become REE Powerhouse. . .with Some Help The Canadian government could be doing more to fund REE academic and industry research and development, says a Canada House of Commons report. - Dorothy Kosich, Mineweb (6/30/14) More >
Bigger than Gold: It's Time to Buy the Precious Metal That's Primed to Double "For perspective, there were 5.4B cell phones on the planet in 2009. By the end of this year, estimates are that there will be 8B. It's going to take a lot of palladium for the world to keep talking, texting and tweeting." - Peter Krauth, Money Morning (6/23/14) More >
This Metal Problem Could Ignite China's Smoldering Crisis "Despite some limited potential weakness in the very near term, the global picture for base metals looks to be heating up from both a supply and demand perspective." - Peter Krauth, Money Morning (6/16/14) More >
Tesla's Gigafactory: The Critical Minerals Impact "At a time when supply chain security, transparency and responsibility are becoming central concerns for both manufacturers and consumers, IM Data discusses Tesla Motors' plans to build the world's biggest lithium-ion battery plant and the impact it could have on demand for critical minerals: graphite, lithium and cobalt." - Simon Moores, Industrial Metals (6/6/14) More >
The Lower the Uranium Price, the Higher the Rebound "Uranium prices still are irrationally low. This basing period is the best time to accumulate if you are a long-term investor who believes uranium will rebound." - Jeb Handwerger, GoldStockTrades (5/27/14) More >
North American REE Exploration & Development "Globally, the greatest proportion of demand for REEs is for application in magnets; though in the U.S. the majority of demand is in catalysts for petroleum refining, chemical processing and catalytic converters." - Derek Hamill, Zimtu Capital Corp. (5/19/14) More >
New, More Transparent, Contracts to End Africa's Resource Curse? "African nations are now much more 'up to speed' with what they should be demanding by way of a fair share of the resources being mined in their countries. New contracts are much tougher and some are being drafted with the idea of transparency and even online publication in mind." - Anthony Harrington (QFinance), EconomyWatch (4/28/14) More >
These Alternative Energy Stocks Will Soar on China's Rare Metal War "In 2012, production and consumption of the rare earth metals used in production of clean tech reached more than 100,000 metric tons, according to IHS Chemical. Today, the vast bulk of materials needed to build these technologies come primarily from China." - Money Morning (4/25/14) More >
Sanctions for Russia? Here Are the Real Winners "Russia is more than a major producer and exporter of energy and materials; Russia is also an important player within Western supply and product chains." - Byron King, Daily Resource Hunter (4/16/14) More >
Manganese Miners and Indonesia's Export Ban "Japan has sent a letter to Indonesia's foreign trade minister and will likely complain to the World Trade Organization about the ban and tariff structure, while copper industry heavyweight Freeport-McMoRan Copper & Gold has already signaled it may fail again to have a smelter ready by the extended deadline." - Teresa Matich, Resource Investing News (4/10/14) More >
What to Buy for Putin's New War: Nickel Could Surge "If Putin were to cut nickel exports to Europe and the U.S., nickel prices would jump. Prices have already gone up from $6.50/lb to $7.40/lb over the last 30 days." - Christian DeHaemer, Energy & Capital (3/20/14) More >
Making Green from Gold, Palladium and Pollution Concerns "It seems that fear surrounding the international political landscape is helping to push the precious metals prices higher and higher." - Frank Holmes, U.S. Global Investors (3/10/14) More >
Uranium Hot Spots: Mauritania, Gabon and Zambia "These countries have potential that has attracted many companies, from juniors to established multinationals." - Uranium Investing News (3/4/14) More >
Size Does Matter in Rare Earth Mining: Christopher Ecclestone "It looks like market watchers have started to get a handle on what makes a good rare earth company." - Vivien Diniz, Resource Investing News (2/24/14) More >
This "Workhorse" Metal Is Ready for a Breakout "Demand's rising. Supply's down. Zinc prices, and profits, are about to take off." - Peter Krauth, Money Morning (2/18/14) More >
Glencore Xstrata to Shed Copper Project; Juniors Pick Up Copper Assets "The newly formed Glencore Xstrata is looking to shed its $5.9 billion stake in the Tampakan copper project in the Philippines, proving that the company prefers investing in mines that are in operation or close to production." - Vivien Diniz, Copper Investing News (1/30/14) More >
The Rare Earth Commodities that Just Won't Go Away "The Chinese still hold the trump card when to comes to rare earth production—they still produce over 95% of the world's supply." - Byron King, The Daily Reckoning (1/23/14) More >
Rules of Thumb for Junior Mining Speculators: A Light at the End of the Tunnel "Fundamental trends have been set in motion over the past few years that follow upon the previous decade-long bull market and that point to an improving investment climate for the junior miners." - Brent Cook, Exploration Insights (1/13/14) More >
Uranium Bull Market to Gather Steam over Next 18 Months: Scotiabank "Scotiabank analysts make noise on the uranium drum, drawing a what-if supply/price picture if Japan restarts reactors." - Kip Keen, Mineweb (1/13/14) More >
Bullish or Bearish: Mining Sector Prospects for 2014 "The mining sector is not dead. . .not by a long shot. Sure, many metals are relying on an inflationary rally, which may or may not happen in 2014, but others are simply poised to move higher in value based on a supply crunch that has been building for several years. You can't ignore fundamentals." - PinnacleDigest (1/5/14) More >
The Fight for this Obscure Copper Mine in Peru Is Your First Major Buy Signal "Blackstone's interest in Las Bambas likely means the firm smells an opportunity in both mining and copper, simultaneously." - Peter Krauth, Money Morning (12/24/13) More >
Metals Shortages, Lack of Substitutes May Harm Innovation: Yale Report "Society will need to pay more attention to the acquisition and maintenance of metals than has been the case in the past, a new study by Yale University suggests." - Dorothy Kosich, Mineweb (12/9/13) More >
Platinum and Copper Are the Metals of the Future: Robert Friedland Robert Friedland's presentation at MineAfrica in London avows that the supercycle is not dead, and he sees huge value ahead for his Ivanhoe company's new platinum, copper and zinc projects in South Africa and the Democratic Republic of Congo. - Lawrence Williams, Mineweb (12/2/13) More >
Uranium: The Metal of Tomorrow Nuclear power is a clean energy source that will be used well into the future to help meet the world’s growing energy requirements. In this infographic, Visual Capitalist highlights uranium’s history, properties and fundamentals moving forward. - Visual Capitalist (11/19/13) More >
Investing in Platinum: Demand to Hit Record High in 2013 "In its Platinum 2013 Interim Review, Johnson Matthey said the platinum market this year is moving toward a supply and demand deficit of 605,000 ounces—the largest deficit since 1999. That's up from a 340,000-ounce shortfall in 2012." - Tony Daltorio, Money Morning (11/18/13) More >
What Global Copper Reserve Estimates Don't Reveal "World copper reserves are currently placed at around 630 million tons. When considered as just a single consolidated global num¬ber, copper reserves seem large and adequate for several decades of production at 2012 levels. Unfortunately most people do not take into consideration that these reserves are made up of many separate deposits, each of which has to be considered as a standalone and on its own merits." - Richard Mills, Ahead of the Herd (11/11/13) More >
Carbon Is the Problem: Is Graphene the Solution? "The search is on to find a better material than silicon—one that is much more energy-efficient and less likely to produce waste heat." - Christine Hertzog, The Energy Collective (10/31/13) More >
Does Thorium Deserve a Role in Next-Generation Nuclear Energy? "The world is still using the raw materials and components with one of the basic designs that built the first commercial nuclear power reactor more than a half-century ago." - Jim Pierobon, The Energy Collective (10/30/13) More >
When Nuclear Energy Lights Every Home on Earth "Sooner than you think, biology will be reprogrammed to 'grow' new energy." - Josh Grasmick, Daily Reckoning (10/28/13) More >
Emerging Technologies Could Transform Nuclear Power and Wind Energy "Molten salt reactors could eliminate the problem of nuclear waste, and arranging vertical-axis wind turbines like 'a school of fish' could make wind farms more efficient, with a smaller land footprint." - Marty Biancuzzo, Tech & Innovation Daily (10/17/13) More >
The Other Precious Metal Can Double Your Money Now "Even when the government isn't on the brink of financial suicide, palladium is in heavy—and growing—demand." - Peter Krauth, Money Morning (10/17/13) More >
Diversified Miners Pin Hopes to Iron Ore and China "Record export figures from Western Australia's Port Hedland suggest iron ore miners BHP Billiton, Fortescue Metals and Atlas Iron are set to report strong quarterly earnings in the coming two weeks." - Alex Williams, Mineweb (10/7/13) More >
McKinsey Report: Commodities Supercycle Dead? Hardly. "Over the past 13 years, the average annual volatility of resources prices has been three times what it was in the 1990s, resulting in a new era of resource price supercycles." - Dorothy Kosich, Mineweb (9/30/13) More >
The Platinum Series: Part II "The entire world supply of platinum is far less than gold or silver." - Visual Capitalist (9/16/13) More >
Zinc Faces Structural Deficit as Demand Outstrips Supply: Glencore "According to Glencore's presentation, a 5% increase in demand equates to around 600,000 mt of new zinc mine capacity needed every year; by 2016 nearly 2 million mt of new annual production will required." - Andy Blamey, Platts (9/10/13) More >
Prepare for the Chinese Energy Juggernaut "Over the past decade, China has become the world's largest energy consumer, as well as the world’s largest emitter of carbon dioxide." - Robert Rapier, The Energy Collective (9/5/13) More >
The Impending Shakeout in the Rare Earth Sector: Who Will Survive? "Though there are exceptions, in general the supply chain doesn't care which REE projects will successfully come to fruition, only that enough come to fruition such that their ability to secure REE metals, oxides and other compounds from sources outside of China, at a reasonable price, is realized." - Gareth Hatch, Technology Metals Research (9/5/13) More >
Standard Bank: Platinum Unlikely to Sustain Rallies Above $1,500 Despite continued labor tensions within the South African platinum sector, platinum is unlikely to rally significantly above $1,500 per ounce for any sustained length of time, says Standard Bank. - Geoff Candy, Mineweb (8/26/13) More >
Electric Vehicle Infrastructure: The Chicken/Egg Dilemma "There is a solution on the horizon: smart grids, and their younger sibling, the smart meter, the saviors of managing demand. A smart system would allow the mediation of electric vehicle electricity demand by making a 'smart' decision about how to 'smooth out' the demand to mitigate the surge." - Genevieve Alberts, The Energy Collective (8/26/13) More >
MKA: PFS Impresses Christopher Ecclestone, Hallgarten & Co. -"MKA's prefeasiblity numbers were attractive, and gave the stock price a deserved kick upwards." (10/1/14)
FCU Sustains Patterson Lake South Excitement The Mining Report Interview with Kal Kotecha -"FCU is probably the best junior uranium company available to resource investors." (9/30/14)
LGO's Financing Will Support Mine Ramp-up Luisa Moreno, Euro Pacific Canada -"LGO has begun producing vanadium pentoxide at market specification." (9/30/14)
FCU Hits Big at PLS Rob Chang, Cantor Fitzgerald -"Mineralization levels in six of the seven new drill holes at FCU's PLS registered off the chart." (9/29/14)
LGO's Maracás Continues to Impress Joseph Gallucci, Dundee Capital Markets -"LGO's Maracás positions the company to benefit from improving vanadium fundamentals." (9/29/14)
TV Remains Outperform Rated Adam Low, Raymond James -"TV's Caribou mine is on track for commissioning in mid-2015." (9/26/14)
FCU: Holes Return Radioactivity Heiko Ihle, H.C. Wainwright & Co. -"The Far East area of FCU's PLS continues to show signs of promise." (9/26/14)
TV: Impressed on Site Visit Derek Macpherson, M Partners -"It appears TV remains on track to complete Caribou on time and budget." (9/25/14)
TV: Caribou Returns Jeff Woolley, Paradigm Capital -"TV remains the best means for investors to gain equity exposure to zinc." (9/25/14)
FCU Extending Mineralized Zones at PLS David Talbot, Dundee Capital Markets -"Continued exploration success at PLS supports our Buy rating for FCU." (9/25/14)
MND a Source of Non-Chinese Antimony The Gold Report Interview with Richard Karn -"MND has an antimony-gold project in Costerfield, Victoria, that we like a great deal." (9/24/14)
CNQ Has Offtake Agreement with Mitsubishi The Gold Report Interview with Richard Karn -"CNQ's use of a WHIMS unit could potentially boost recoveries by $8M worth of tungsten." (9/24/14)
ALK a Favorite The Gold Report Interview with Richard Karn -"ALK increased gold reserves by 47% this year." (9/24/14)
TV to Benefit from Zinc Depletion The Mining Report Interview with Jason Mayer -"TV is the one zinc pure play." (9/23/14)
TV: Strong Caribou Site Visit Joseph Gallucci, Dundee Capital Markets -"TV should have two ramped up operations in time for buoyed zinc prices." (9/23/14)
SMT Boasts Low-Cost Cash Costs The Gold Report Interview with Christos Doulis -"SMT's Yauricocha is the engine that provides the cash for the growth of the company in Mexico." (9/22/14)
TV Remains Buy Rated Derek Macpherson, M Partners -"TV developed the surface and underground at Caribou through summer." (9/18/14)
FCV: On Speed Dial as a Takeout Target The Energy Report Interview with Thibaut Lepouttre -"FCV's Bayovar 12 project is in a strong phosphate region; this is a dream situation for any mining company." (9/17/14)
REL Planning Winter Drill Program The Gold Report Interview with Eric Coffin -"REL just finished the phase 1 program." (9/17/14)
FCU High-Profile Discovery The Gold Report Interview with Eric Coffin -"I'm a huge fan of Ross McElroy, FCU's president and chief geologist." (9/17/14)
MD: Phase 1 to Set the Stage at Pallas Eric Lemieux, EBL Consultants -"MD's Pallas project is advancing diligently." (9/17/14)
ARY Acquires Uranium Assets Jeb Handwerger, Gold Stock Trades -"The ability to mine and mill uranium is a huge advantage now for ARY." (9/17/14)
URZ Announces First Uranium Sale Jeb Handwerger, Gold Stock Trades -"URZ is now generating cash flow." (9/17/14)
URZ Reports First Uranium Sale at Nichols Ranch Colin Healey, Haywood Securities -"URZ's first sales from Nichols Ranch are a major milestone and could net $4M or more." (9/16/14)
ALK Improves Tomingley Operation Tom Hayes, Edison Investment Research -"New South Wales authorities have conditionally approved ALK's Dubbo." (9/16/14)
REL Offers Upside The Gold Report Interview with Brien Lundin -"REL is an interesting new uranium exploration play that I think could make some waves soon." (9/15/14)
FCU Offers Great Buying Opportunity The Gold Report Interview with Brien Lundin -"FCU is really a bet on higher uranium prices." (9/15/14)
TV Hosts Santander Site Visit Barry Allan, Mackie Research Capital -"We increase our target price for TV to account for expected higher grades and throughput at Santander." (9/15/14)
FCV Releases Maiden Resource Brent Cook, Exploration Insights -"I expect that FCV's resource at Bayovar 12 could easily double with more drilling." (9/14/14)
TV: Poised to Benefit from Zinc's Rise Adam Low, Raymond James -"TV has a high probability of exceeding production guidance in 2014." (9/11/14)
REL: High Potential Uranium Play Brien Lundin, Gold Newsletter (Jefferson Financial) -"REL looks like a high-risk, high-reward play on discovery." (9/11/14)
FCU: Signs Point In the Right Direction Brien Lundin, Gold Newsletter (Jefferson Financial) -"FCU's PLS is almost guaranteed to become a uranium mine at some point, and a highly lucrative one at that." (9/11/14)
RD Remains Undervalued Jeb Handwerger, Gold Stock Trades -"RD's feasibility study showed that at $1,300/oz gold, the IRR is 52%." (9/9/14)
RD Focuses on San Ramon Tommy Humphreys, CEO.CA -"RD could be a big winner for investors in the short and medium term." (9/9/14)
UEX: Revealing Historical Drilling David Sadowski, Raymond James -"UEX's data review identified several high-quality Hidden Bay targets." (9/8/14)
MD Pursues Another Partnership Eric Lemieux, PearTree Securities Inc. -"MD optioned its Samson property to Donner Metals." (9/8/14)
URZ Completes First Shipment David Talbot, Dundee Capital Markets -"URZ announced first delivery from its Nichols Ranch ISR project." (9/4/14)
URZ Delivers Uranium Mike Wichterle, Cantor Fitzgerald -"The recent shipment takes URZ closer to recording its first recorded sales transaction." (9/3/14)
TV: New Cu-Au Zone Identified at Stratmat Derek Macpherson, M Partners -"TV identified a new copper-gold zone at Stratmat." (9/3/14)
TV's Exploration Success Continues in Peru and New Brunswick Adam Low, Raymond James -"We believe TV is poised to benefit from its leverage to the zinc price." (9/3/14)
LGO Ships V205 and Is On-Target to Reach Nameplate in First 12 Months Joseph Gallucci, Dundee Capital Markets -"LGO's Maracás has the potential to be the world's lowest-cost source of V205." (9/3/14)
TV: Top Pick, Buy Rated Joseph Gallucci, Dundee Capital Markets -"At current levels, TV represents an excellent buying opportunity." (9/2/14)
URZ Announces Good Colin Healey, Haywood Securities -"URZ has confirmed its capability to generate saleable uranium concentrate." (9/2/14)
PLG Discovers New Porphyry in Turkey Brent Cook, Exploration Insights -"PLG continues to discover new gold/copper mineralization in Turkey." (8/31/14)
CCE Is Top of the Rock Stephan Bogner, Rockstone Research Ltd. -"CCE's Ashram is leading the pack, while its peers are lagging in terms of economics and commercial viability." (8/27/14)
SYR Has Signed Offtakes MOUs The Mining Report Interview with Luke Smith -"SYR owns the Balama project, which contains close to 1.2 Bt with about 10% total contained graphite." (8/26/14)
FCV: Making Great Progress on Bayovar Asset The Energy Report Interview with Ethan Park -"FCV's share price has done well, especially compared to its peers." (8/26/14)
BAR Sets the Bar High Lawrence Roulston, Resource Opportunities -"BAR reported further high-grade nickel-copper-PGE intercepts at Grasset." (8/26/14)
BAR Drills More High-Grade Nickel Jordan Roy-Byrne, The Daily Gold -"BAR has been one of the biggest early winners of this fledgling bull market." (8/24/14)
MIN Advancing Gunnison Nicely Eric Coffin, HRA Advisory -"MIN has advanced Gunnison with very impressive results and the stock has big value potential." (8/24/14)