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...with even more coverage of emerging trends in the energy, metals and minerals investing space.


Philip Richards

RAB's Philip Richards: Why a Gradual Bull Market in Metals Is on Its Way
Source: Kevin Michael Grace of The Gold Report  (11/23/15)
After five trying years, RAB Capital Founder and President Philip Richards sees the light at the end of the tunnel. In this interview with The Gold Report, he argues that a continued zero-interest-rate policy from the Fed will be good for gold and silver, while continued quantitative easing will be good for base metals. Many fine mining companies now trade at deep discounts relative to their NPVs, and Richards suggests a half-dozen poised to take off once the new bull market finds its legs. More >

Michael Curran

Michael Curran Goes Down-Market Shopping for Winners
Source: Brian Sylvester of The Gold Report  (11/19/15)
Most of the low-cost gold producers are fairly valued, says Michael Curran, managing director and mining analyst with Beacon Securities, so he's heading down-market to the advanced development opportunities and early-stage explorers that he thinks could become low-cost producers. Sure there is risk, as Curran explains in this interview with The Gold Report, but the reward could come via either a takeover bid by an established producer seeking to lower its overall costs or by supporting these companies as they transition into emerging producers. More >

Paul Renken

Is There a Bright Spot in Commodities? Ask Paul Renken
Source: Tom Armistead of The Energy Report  (11/10/15)
Demand for commodities is in the doldrums, but the fundamentals of uranium and lithium are favorable when compared with other materials, says Paul Renken, mining analyst for VSA Capital Ltd. In this interview with The Energy Report, Renken notes that rising demand for batteries will soon exert pressure on lithium production capacity and that well-placed uranium juniors are in position to meet demand from nuclear power plants now in development. Investors must be patient, but diligent selection will be rewarded. More >

Eric Lemieux

PearTree Securities' Eric Lemieux Enumerates Québec Companies with Cash and Catalysts
Source: Brian Sylvester of The Gold Report  (11/9/15)
Few know and understand Québec-based mining projects like Eric Lemieux, mining analyst with PearTree Securities Inc. He understands that the low commodity price environment is hindering widespread exploration but explains that for companies with cash, exploration dollars go further in tough times. In this interview with The Gold Report, Lemieux provides some perspective on several brownfield exploration projects he recently visited in Québec's Abitibi and Val-d'Or regions, while providing updates on other Québec gold and other mining projects with near-term catalysts. More >

Joseph McAlinden

Four Reasons Investment Strategist Joe McAlinden Likes Hard Assets, Especially Gold
Source: Special to The Gold Report  (11/2/15)
In September, former Morgan Stanley Investment Management Chief Global Strategist Joe McAlinden announced in an interview with The Gold Report that he had reversed his view on commodities. In this interview, he predicts that the gold price could double in the next two year and envisions even more upside for the mining equities. More >

Marin Katusa

Marin Katusa: Follow the Good Guys in Mining
Source: JT Long of The Gold Report  (10/29/15)
The most valuable resource in a mining company is often the people. Good management can attract the right investors and add value regardless of the market. In this interview with The Gold Report, Marin Katusa, founder of Katusa Research, shares his litmus test for which mining companies are worth his hard-won dollars and which ones he is avoiding for the foreseeable future. More >

Frank Holmes Brian Hicks

U.S. Global's Frank Holmes and Brian Hicks: The One Essential to Transform Your Resources Portfolio? Patience.
Source: JT Long of The Energy Report  (10/27/15)
For investors willing to take a long-term view on their resource portfolios, this could be the best of times, says U.S. Global Investors CEO and Chief Investment Officer Frank Holmes. If you add patience to your portfolio management strategy, holding discounted oil and gas and metals mining stocks is one way to leverage the price equilibrium that will come when China's growth hits the market. In this interview with The Energy Report, Fund Manager Brian Hicks shares the names of the juniors farther up the food chain that he is adding to the fund. More >

The Secrets of Junior Mining Private Equity Risk Managers
Source: Brian Sylvester of The Gold Report  (10/12/15)
Some $2 trillion is being invested worldwide by private equity funds every year with a chunk of that destined for junior mining companies. Demand is as strong as or stronger than ever as investors see a shopping opportunity. Who is deciding where it goes and based on what criteria? At the annual Fall Mining Showcase event in Toronto, Red Cloud Mining Capital enlisted the help of three private equity panelists to answer those burning questions. Cheryl Brandon, a partner at Waterton Global Resource Management; Dan Wilton, a partner at Pacific Road Capital Management; and David Thomas, managing director of Resource Capital Funds, brought their insight. Anthony Vaccaro, publisher of The Northern Miner, moderated the spirited discussion that shed light on how private equity investments in junior mining work, the widely held fear of private equity among CEOs and a surprising level of interest in junior mining equities by private equity fund investors. What follows is an edited version of that panel discussion. More >

Andrew Pullar

Andrew Pullar's Plan: Go Long, Set Goals with World-Class Assets
Source: Brian Sylvester of The Gold Report  (10/5/15)
Andrew Pullar, CEO of The Sentient Group, a private equity fund, says his plan for investment success is all about identifying companies with long-life, low-cost, world-class assets and supporting them through to production. In this interview with The Gold Report, Pullar plots the course for a handful of what he believes are world-class mining assets. More >

Survival Secrets from Colorado Resource Investing Front Lines
Source: JT Long of The Gold Report  (10/1/15)
Top experts and select companies traveled to Colorado last week for a pair of conferences focused on the survivors in the natural resource mining sector. The Gold Report reached out to some of the discerning voices there and asked whether the barrage of headlines from the Federal Reserve and China impacted the mood, and what companies they would be following up on when they returned to their offices. While the Precious Metals Summit was geared toward development-stage companies and the Denver Gold Forum was mostly populated by large, producing mining companies, everyone seemed fixated on survival. For those of us watching from home, experts we talked to were kind enough to name some of the standout companies they saw in boothland. More >

Jeb Handwerger

Extra: Jeb Handwerger Predicts New Wave of Lithium and Graphite Winners in Wake of Tesla Deal
Source: JT Long of The Energy Report  (9/22/15)
Don't buy things that are trending on Twitter or the front page of USA Today, warns Gold Stock Trades publisher Jeb Handwerger. Buy them when they are unloved and on the back page. In this interview with The Energy Report, he singles out the unloved companies that could become media darlings in the coming boom in energy metals, uranium and—eventually—oil sectors. And he stresses the importance of the single most important commodity in the investing space ever—time. More >

David Morgan

Silver Investor David Morgan: Conspiracy Facts Show Metal Prices Have to Rise
Source: JT Long of The Gold Report  (9/21/15)
Even in a frozen metals price market, it only takes one event to shake off the paper manipulation keeping prices below what supply and demand fundamentals of a free market would dictate. And when that correction comes, it could happen quickly. In this interview with The Gold Report, The Morgan Report Publisher David Morgan shares his favorite ways to own leverage to metal prices upside while protecting against junior mining risk. More >

Thomas Drolet

Thomas Drolet Warns of a Coming Grand Canyon of Uranium Supply Deficit and Shares Three Ways to Profit by It
Source: JT Long of The Energy Report  (9/15/15)
A Grand Canyon of supply deficit is opening up in the uranium markets, with 66 nuclear reactors under construction globally and more restarting in Japan. As Russia and China shore up their supply chains in Kazakhstan and elsewhere, the rest of the world could be scrambling for new sources to keep the lights on. In this interview with The Energy Report, Thomas Drolet, head of Drolet & Associates Energy Services, illuminates junior companies in the Athabasca Basin, southern Alberta and South America that could be strategic sources for countries shoring up domestic supply and for majors that need replacement resources. More >

Blair Way

Flinders CEO Blair Way: What Tesla Needs to Know About the Graphite Sector
Source: Special to The Gold Report  (9/8/15)
Tesla's moves toward manufacturing auto and home storage has set off a buzz of misunderstandings and opportunities in the graphite space as some 40 TSX and ASX junior miners position themselves to meet anticipated increased future demand for this critical mineral. In this interview with The Gold Report, Flinders Resources CEO and President Blair Way shares the four factors to consider when analyzing a graphite company. Warning: It is a very different proposition than investing in a gold company. More >

James Wilson

Can a Weak Australian Currency Blow Investment Dollars Toward Mining Companies? Morgans' James Wilson Singles Out Three Gold Companies Making Headway
Source: Special to The Gold Report  (9/3/15)
A weak Australian dollar has pushed up gold prices down under and made gold mining companies with low all-in costs more attractive to investors. In this interview with The Gold Report, Morgans Senior Analyst James Wilson shares the names of ASX-listed gold, iron and graphite companies worth watching. More >

Brien Lundin

Why a Fed Rate Hike Could Be a Blessing for Gold Prices: Brien Lundin
Source: JT Long of The Gold Report  (8/27/15)
Like a true contrarian, Gold Newsletter publisher Brien Lundin looks beyond the headlines to understand what is really moving precious metals prices. He has concluded that the mainstream media may have it all wrong. Suspected anchors on the gold price, such as an interest rate increase and devaluation of the yuan, could actually be a rallying cry for commodities, he says in this interview with The Gold Report. And, he points to a baker's dozen of companies poised to take off when the arrows turn. More >

Mick Carew

Haywood's Mick Carew Explains Why Now Is an 'Opportune Time for Consolidation' in the Mining Space
Source: Brian Sylvester of The Gold Report  (8/24/15)
Mick Carew, a research analyst with Haywood Securities, hopes we have found the bottom of the commodity cycle but expects M&A activity to continue apace through the rest of this year and into 2016 as low metals prices force the hands of underfunded management teams. Carew says M&A is commonly viewed as a potential indicator of a swing in market sentiment, and in this interview with The Gold Report, he discusses a handful of his favorite names, some of which could become M&A targets. More >

Carsten Ringler

Carsten Ringler Makes the Basket Case for Gold Equities
Source: Brian Sylvester of The Gold Report  (8/20/15)
Carsten Ringler, analyst and founder of Ringler Consulting and Research in Germany, strongly believes that precious metals prices will move sharply higher over the next few years and discusses some ratios that point that way. He suggests dedicating a portion of your investment portfolio to two baskets of precious metals equities: one for producers and another brimming with developers and explorers. In this interview with The Gold Report, Ringler takes the long view when it comes to precious metals equities and provides enough names to get you started. More >

Mick Carew

Uranium Has a New Hot Spot: Haywood's Mick Carew
Source: Brian Sylvester of The Energy Report  (8/18/15)
Several developments in the uranium space, including the restart of a reactor in Japan that has been offline since the Fukushima disaster, have primed the commodity for a price surge. In this interview with The Energy Report, Mick Carew, research analyst with Haywood Securities, explains how, in addition to the Japanese restart, expansion in the Athabasca Basin is bolstering prospects for consolidation in the sector, and describes how a Brazilian phosphate company with a first-rate product might produce for portfolios. More >

Douglass Loud Jeffrey Mosseri

Doug Loud and Jeff Mosseri: Supply and Demand Will Rescue Gold Soon
Source: Kevin Michael Grace of The Gold Report  (8/13/15)
Money managers Doug Loud and Jeff Mosseri of Greystone Asset Management LLC. have some simple advice for gold investors: Relax. Supply and demand will reassert its reign quite soon, and, when that time comes, both gold and gold equities will appreciate quickly and significantly from their current levels. In this interview with The Gold Report, they highlight several producers and explorers with the management, cash and projects needed to spring forward when the market turns. More >