...with even more coverage of emerging trends in the energy, metals and minerals investing space.
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 >
Jeb Handwerger: Are You Ready for Doubles and Triples in Uranium Mining Stocks?
Source: JT Long of The Energy Report (7/10/14)
Are you brave enough to buy straw hats in winter? From uranium to oil services to lithium, savvy investors can find innovative ways to make money based on fundamental supply and demand rather than emotion and fashion. In this interview with The Energy Report, Gold Stock Trades editor Jeb Handwerger outlines the trends that will shape the future of energy commodity investing, and names some of the best examples of shabby chic stocks worth more than their current price tags. More >
Luisa Moreno: Graphite, Lithium and REEs Essential to Hot Technologies
Source: Brian Sylvester of The Mining Report (7/8/14)
Graphite. Lithium. Rare earth elements. What do these metals and minerals have in common? They are playing bigger and more critical roles in widely used big kid toys like smartphones, tablets and electric vehicles. Investors can't stay on top of every hot commodity but Luisa Moreno, mining analyst with Euro Pacific Canada, offers some companies developing graphite, lithium and REE resources for the toys and technology of the future in this interview with The Mining Report. More >
David H. Smith: PGMs Will Lead the Charge of the Bulls
Source: Brian Sylvester of The Gold Report (7/7/14)
Precious metals investors have endured much hardship during the recent bear market but David H. Smith, senior analyst with David Morgan's The Morgan Report, believes that another secular bull market in precious metals is already underway. In this interview with The Gold Report, Smith says that platinum group metals will lead the resurgence and have a favorable long-term risk/reward ratio. He outlines some PGM, gold and silver companies that can grab the bull by its horns. More >
Rick Mills' Econ 101—Rising Demand and Falling Supply Equals Higher Metals Prices
Source: Kevin Michael Grace of The Mining Report (7/1/14)
Juniors can't fund their projects, which means that the majors' reserves will continue to shrink. Rick Mills argues that this process can have but one result: higher metals prices across the board. In this interview with The Mining Report, the owner and host of Ahead of the Herd.com highlights a half-dozen gold, silver, copper and nickel companies that will leverage these high prices, and introduces us to a Canadian company's unique cobalt project in Russia. More >
Brent Cook's Tips for Finding Juniors that Can Survive the Dust Bowl
Source: JT Long of The Mining Report (6/24/14)
As romantic as the idea of the gold explorer who strikes it rich in lightning fashion is, the far more common tale is one of hard work and persistence. For investors, that means doing due diligence to search out the likely success stories. In this interview with The Mining Report, Brent Cook of Exploration Insights shares the telltale signs of success he looks for in the junior gold, phosphate and uranium sectors and discusses the synergies that stand to benefit some recent mergers. More >
It's Not About Discovering a Mine, It's About Discovering a Technology
Source: JT Long of The Mining Report (6/17/14)
Michael and Chris Berry are back for The Mining Report's second annual father-son interview in honor of Father's Day. While they don't agree on everything, they are aligned on the importance of disruptive discoveries to help companies succeed even in a sideways market. Flexibility and selectivity are their long-term strategies in any sector, from precious metals to commodities to rare earths. More >
Less Correlation Among Commodities Demands More Careful Selection: Philip Richards
Source: JT Long of The Gold Report (6/16/14)
Commodities from coal to gold once traded in close correlation, but today the graph looks helter-skelter. This means Philip Richards of RAB Capital has had to think on his feet when choosing names for his company's Special Situations Fund. In this interview with The Gold Report, Richards explains how commodities markets have changed in recent years, and he lists companies of interest in the gold, silver, nickel, vanadium, zinc and oil and gas sectors. More >
Mark Seddon's Catch-22: We Need More Tungsten, But Projects Can't Find Funding
Source: Kevin Michael Grace of The Mining Report (6/10/14)
Even as demand rises steadily, the world's largest non-Chinese tungsten mine will be exhausted by next year. So investors should be lining up to fund new mines, right? Not a bit of it, says analyst Mark Seddon of Tungsten Market Research. In this interview with The Mining Report, Seddon argues that a supply shortage could mean much higher prices, leading to handsome profits for those companies that get to market soonest. More >
Finally, Good News for Mining in Peru: Ricardo Carrión and Alberto Arispe
Source: Peter Byrne of The Mining Report (6/3/14)
Ricardo Carrión and Alberto Arispe of Peru-based Kallpa Securities have a boots-on-the-ground view of the politics, legal battles and investment climate for precious metals mining in the Andes. In this interview with The Mining Report, Arispe and Carrión detail the new, positive developments afoot in this region and explain why investors should get involved now, before the rest of the world catches on.
Ian Parkinson's Copper and Gold Names for a Fresh Round of M&A
Source: Brian Sylvester of The Gold Report (6/2/14)
Growth for the sake of growth is over, but that doesn't mean mergers and acquisitions in the mining space are finished, says Ian Parkinson, director of equity research-mining with GMP Securities L.P. Parkinson expects a fresh round of takeover bids for underperforming single asset producers and developers that could move the needle for state-owned enterprises and multinationals. In this interview with The Gold Report, we picked Parkinson's brain for some likely targets. More >
Jeff Wright: Miners that Create Their Own Momentum
Source: JT Long of The Mining Report (5/23/14)
Jeff Wright of H.C. Wainwright & Co. doesn't anticipate a major shift in the price of gold near-term, so he doesn't expect the gold price to provide momentum for mining company stocks. Instead, he's looking at companies that can provide their own upward movement. Wright, an analyst, finds some promising candidates in some unlikely places, like environmentally friendly California, according to this interview with The Mining Report. More >
Survival Strategies in the Atacama Desert: Chilean Lithium Miners Manage by Playing the Regs
Source: Tom Armistead of The Mining Report (5/20/14)
Lithium is an essential component of batteries for small electronics and large electric vehicles as well as for materials for the housing and construction industry. In this interview with The Mining Report, economist Daniela Desormeaux, founder of signumBOX and widely quoted expert on industrial chemicals, shines a light on the lithium industry for investors looking for a new opportunity. More >
What Will Shake Retail Investors Out of Their Shell Shock?
Source: JT Long of The Mining Report (5/13/14)
Mining companies may just have one more year of tough going. Speaking about what he calls "the trough of a turning point," John Kaiser of Kaiser Research Online makes the case for retail investors to look seriously at discovery exploration while waiting for metals prices—gold in particular—to move back into a supercycle. In this interview with The Mining Report, Kaiser shares the names of underpriced gold, silver and zinc juniors with staying power, and explains why scandium is a metal that could save the world. More >
Chris Ecclestone: Right Size, Right Metals Signal Success for REE Projects
Source: Brian Sylvester of The Gold Report (5/5/14)
The rare earth elements sector is smaller than it was a few years ago, and Chris Ecclestone, mining strategist with Hallgarten & Co., thinks it needs to get smaller still. The only way to succeed, he tells The Gold Report, is by finding the right-sized project with the right REEs. He also shares his theories on China's manipulation of REE prices and touts the mineral wealth of Spain and Portugal. More >
Are You Smarter than the Average Portfolio Manager? Joe Reagor Says to Invest in Energy Six Months Ahead
Source: Peter Byrne of The Energy Report (5/1/14)
According to Joe Reagor, analyst with ROTH Capital Partners, the average portfolio manager focused on uranium sees the potential for the uranium price to rebound in the second half of 2014—that's why some uranium miners have already felt jolts in their share prices. In this interview with The Energy Report, find out about companies with crucial access to capital, and how undervalued oil and gas producers in the U.S. and Poland could deliver stealth profits to your energy investment portfolio. More >
Ed Sterck: Russian Sanctions May Have Utilities Squeezing Less Juice from Uranium Supply
Source: Tom Armistead of The Mining Report (4/29/14)
Russia is a commodities giant, but supply isn't the major issue—enrichment is. With a 44% global market share, Russia's enrichment industry allows utilities around the world to squeeze more juice out of fewer lemons. In other words, Russian sanctions could mean utilities will have to use more natural uranium to make lemonade. That's how Edward Sterck sees it, and the uranium mining analyst for BMO Capital Markets predicts a supply deficit by 2018. In this interview with The Mining Report, Sterck delivers a comprehensive uranium market overview and shares uranium names that can juice profits in lean times. More >
Thibaut Lepouttre's Commodity Plays in a Sideways Market
Source: Brian Sylvester of The Gold Report (4/28/14)
Metals prices have been trading sideways for some time. How can you make gains in your portfolio when commodity prices are in a stalemate? In this interview with The Gold Report, Thibaut Lepouttre, editor of Caesars Report, talks about ways to play metals from gold to copper and tungsten in a market with weak price movement, and scans the globe to find 11 potential winners. More >
Night of the Living Dead Miners: Rare Earth 'Zombies' Attack the ASX and TSX
Source: Kevin Michael Grace of The Mining Report (4/22/14)
In 2010, rare earth and specialty metals market froth had speculators throwing money at a sector they didn't understand, and opportunistic resource company managers stepped up to take their money. Two years later, so-called zombies, the walking dead companies, lurk on the TSX and ASX exchanges, all talk and no product. As Richard Karn of Emerging Trends Report explains in his interview with The Mining Report, anemic cash flows will put many of these zombies to rest in the coming year, while the survivors—the companies that can drop a sample on an end-user's desk for evaluation—will finally see the light of day. More >
Willem Middelkoop and Terence van der Hout: Turnaround Stories Revolve Around Proven Management
Source: JT Long of The Gold Report (4/21/14)
Willem Middelkoop and Terence van der Hout of the Netherlands-based Commodity Discovery Fund believe that when the world's reserve currency is reset away from the U.S. dollar in the next decade, gold prices will rise and mining equities will follow. Van der Hout and Middelkoop tell The Gold Report that by focusing on producers, near-producers and turnaround stories, they plan to capitalize on the opportunities in North America, Africa and beyond. More >
Do You Practice Quality of Life Investing? Michael Berry Does
Source: JT Long of The Energy Report (4/17/14)
Energy and food will be hot commodities as emerging middle classes start buying cars and beef. That is why, in this interview with The Energy Report, Discovery Investing Founder Michael Berry explains the importance of quality of life investing. Oil and gas, uranium and fertilizer stocks are on sale now, but might not be in the years to come. More >
Salman Partners' Raymond Goldie: Copper Is Pathological and Suffers from SAD, but It Has Value
Source: JT Long of The Gold Report (4/16/14)
Dr. Copper may be in a supercycle, but there are serious problems. In this interview with The Gold Report, Salman Partners' Vice President of Commodity Economics Raymond Goldie explains why even though the base metal acts pathologically and has a bad case of seasonal affective disorder, these six equities are priced below their intrinsic value. More >
Three Key Metrics to Identify a Superstar Investment
Source: Brian Sylvester of The Mining Report (4/15/14)
Etienne Moshevich, editor of Alphastox.com, looks at three things before he decides to get excited about a company: people, projects and structure. In this interview with The Mining Report, Moshevich explains his ground-up approach to evaluating junior resource companies and names the names that are set to rake in the profits. More >
When the Major Equity Market Bubble Crashes, Michael Berry Will Take Refuge in These Gold Stocks
Source: JT Long of The Gold Report (4/14/14)
An overinflated equities market could be good news for metals and mining stocks. In this interview with The Gold Report, Morning Notes Publisher Michael Berry shares two scenarios that could follow an imminent crash and four gold companies that could be perfectly positioned to take advantage of a reset credit market. More >
Zachary Schumacher's 'State of the Rare Earths' Address
Source: Brian Sylvester of The Mining Report (4/8/14)
As China's rare earth production winds down, other sources worldwide could shape up to reward early investors. But there are different ways to play this (slowly) growing market. Zachary Schumacher, international market analyst with Asian Metals, tells The Mining Report how investors can go medium or long on rare earths, and why joint venture and offtake partnerships are the biggest factors in creating value. More >
Stephan Bogner and the Rise of a Euro-Sino-Russian Superpower
Source: Brian Sylvester of The Mining Report (4/1/14)
Stephan Bogner, mining analyst with Rockstone Research and CEO of Elementum International, views the crisis in Crimea as the beginning of a larger global power shift east of the Atlantic. In this interview with The Mining Report, Bogner details what these shifting power dynamics will mean for the commodities market. And take heed—gold and silver may continue to make gains, but uranium, potash and rare earths are the true wave of the future. More >
Mark Lackey: What Happens to a Mine Deferred?
Source: Brian Sylvester of The Mining Report (3/25/14)
The shuttering of huge copper and iron ore projects gives the Street the blues, but the resulting squeeze in supply can lead to explosive price hikes. Meanwhile, Mark Lackey, executive vice president of CHF Investor Relations, is eyeing infrastructure buildouts in China, Korea, Brazil and India that point to a swelling of demand. In this interview with The Mining Report, find out how Australian partnerships, the deepening of the Panama Canal and the South Korean-Canada trade agreement could result in major returns on investment, and why 2014 looks like a bounce-back year for potash. More >
Jeb Handwerger: China Isn't Slowing Down, It's Buying Up (Resources, that Is)
Source: Tom Armistead of The Energy Report (3/18/14)
Headlines about a Chinese economic slowdown may get good web traffic, but the real story is that China is buying up uranium and other resources around the world, says Gold Stock Trades writer Jeb Handwerger. Meanwhile, tensions in Russia highlight the massive country's resource dominance in natural gas, oil, uranium, platinum group metals, rare earths and nickel. Handwerger tells The Mining Report that North America is already acting to develop resources that can meet both domestic and international demand—and this global geopolitical uncertainty is an investment opportunity. More >
Derek Macpherson: Is It a Love Affair or a Tryst?
Source: Brian Sylvester of The Gold Report (3/12/14)
Investors have again begun flirting with the junior mining sector. Will it lead to a love affair or is it just a tryst? Derek Macpherson, a mining analyst with M Partners, believes it is still too early to be taking on high-risk, high-leverage names. In this interview with The Gold Report, he advises investors to carefully choose low-risk companies, even in this early stage of a rising gold price environment, and names a handful that investors could fall in love with.
Paul Adams: Investor-Friendly Australian Projects Around the World
Source: Kevin Michael Grace of The Mining Report (3/11/14)
Rather than shoot for the stars, Paul Adams of DJ Carmichael argues that junior miners should focus on more modest projects best suited to maximizing shareholder value. This means projects with reasonable capex, good grades and short turnaround times. In this interview with The Mining Report, Adams suggests gold, copper, iron ore and rare earths projects that can weather the complete commodities cycle, as well as a fascinating gold-silver outlier in Peru. More >
Zimtu Capital Analyst Says All Roads Lead to the Athabasca Basin
Source: Tom Armistead of The Energy Report (3/6/14)
To the World Nuclear Association, 2% uranium ore is high grade. At 14%, 16% and even 20% uranium, the grades in the Athabasca Basin are astounding analysts and investors around the world. Derek Hamill, Zimtu Capital Corp.'s new head of research, tells The Energy Report about where the investment dollars are moving in the Athabasca Basin, and what areas and companies are worth watching going forward. More >
Ron Struthers: The Juniors Are Forging the Path Forward
Source: Kevin Michael Grace of The Gold Report (3/5/14)
Is the bear market in mining equities finally over? It looks that way, says Ron Struthers, publisher and editor of Struthers' Resource Stock Report. In this interview with The Gold Report, Struthers explains what distinguishes this recovery from past ones: TSX Venture Exchange stocks, not the majors, are leading the way. But which juniors should investors favor? Struthers names several with proven management, ample funding and good share structures. More >
Kiril Mugerman: Graphite Investors Should Look for Large Flakes, Small Resources
Source: Kevin Michael Grace of The Mining Report (3/4/14)
Companies that boast 80,000 ton-per-year production or high purity levels don't always impress Kiril Mugerman, mining analyst with Industrial Alliance Securities. Why? Because finding buyers for all those tons is a huge challenge, and thrifty end-users like to purify lower-grade graphite in-house. In this interview with The Mining Report, Mugerman explains why he looks for smaller projects that can hit revenue targets, and indicates which of the 176 graphite projects out there are worth your attention. More >
Paul Renken: For 2014 Gains, Look to Uranium, PGMs and Gems
Source: Brian Sylvester of The Mining Report (2/25/14)
Paul Renken, senior geologist and analyst with VSA Capital, calls 2014 a soft year for gold and silver prices, but foresees stronger prices—and demand—for nickel, copper and tech metals as the year progresses. In this Mining Report interview, he lists the three commodities investors should feel good about and digs into the details of the Indonesian ban on exports of raw ore. More >
Uranium Supply Disruptions Spell Opportunity for Investors: David Talbot
Source: Tom Armistead of The Energy Report (2/20/14)
A supply crisis is looming in the uranium industry, and today's uranium price, stagnant at an eight-year low, will shoot up quickly when restarts of Japanese nuclear power plants bring back demand with a vengeance, David Talbot tells The Energy Report. Talbot, a geologist and senior mining analyst at Dundee Capital Markets, is excited about the potential of Canada's Athabasca Basin, the world's most prolific uranium source. But beyond the pounds in the ground, he sees money to be made in undervalued companies. More >
Supply and Demand Key to Base Metals Success: Adam Low
Source: Kevin Michael Grace of The Gold Report (2/19/14)
Adam Low of Raymond James believes that the outlook is excellent for zinc, good for copper and neutral for iron ore. In this interview with The Gold Report, he argues that it comes down to supply and demand. Copper supply may soon lag demand, and zinc demand, which is increasing steadily, will soon face a 10% decline in supply. Low suggests eight miners that should benefit from providing the metals the global economy will need to support future growth. More >
How to Vet Graphite Investments: Stephen Riddle
Source: Brian Sylvester of The Mining Report (2/18/14)
Stephen Riddle, CEO of Asbury Graphite Mills Inc., has been in the business long enough to have seen companies come and go, sometimes more than once. He brings a realist's perspective to this Mining Report interview, and explains the questions he asks himself, as an investor, at each stage of mine development. He also comments on the supply-and-demand picture, and names the characteristics of his ideal graphite mine. More >
The Most Important Question Top Stock Pickers Keith Schaefer, Eric Coffin and Lawrence Roulston Ask Company Presidents
Source: JT Long of The Mining Report (2/18/14)
Payback time? Fallback plan? Money in the bank? What would you ask the CEO of a company you were considering investing in? In advance of the Prospectors and Developers Association of Canada convention in March, newsletter writers Keith Schaefer, Eric Coffin and Lawrence Roulston are bringing 15 energy and mining companies together for a "meet the management" Subscriber Investment Summit in Toronto. In this interview with The Mining Report, the experts share their sometimes surprising responses to the state of the industry. More >
Food, Water and Fuel Are Necessary to Life and Investors: Bob Moriarty
Source: Karen Roche of The Energy Report (2/13/14)
Likening central banks to "your crackhead cousin" running loose with your American Express platinum card, Bob Moriarty sees serious economic threats in the future. This leads the owner of 321energy to look at resources like food, water and energy for protection and profit. He tells The Energy Report where energy opportunities exist, and why Chinese demand for everything will set prices in the future. More >
Ryan Castilloux: Sorting Reality from Hype in the Crowded Rare Earth Industry
Source: Kevin Michael Grace of The Mining Report (2/11/14)
Evaluating rare earth projects is a tricky business, and the ambiguous reporting methods some companies use don't make it any easier. In this interview with The Mining Report, Ryan Castilloux of Adamas Intelligence examines misleading metrics that hide the devil in the details. He also explains the complex, objective methodology he uses to rank the world's 52 most advanced rare earth projects, and names five development-stage projects and three exploration-stage projects with lucrative upside potential. A must-read for anyone interested in rare earth elements. More >
Joe Mazumdar: Seven Gold and Uranium Juniors with Near-Term Growth You Can't Ignore
Source: Peter Byrne of The Mining Report (2/4/14)
Many junior miners have an ace up the sleeve, and that is commodity price leverage. Joe Mazumdar, senior mining analyst with Canaccord Genuity, sat down with us to share what he looks for in junior companies with a lot of commodity price leverage. In this interview with The Mining Report, find out why bigger isn't necessarily better when it comes to gold mining projects, and why the market is favoring uranium explorers over producers—for now. Mazumdar also shares names of gold companies with "bite-sized" capital needs from Burkina Faso to California, as well as the apples of his eye in the Athabasca Basin, where management teams with significant track records are heading up promising exploration programs. 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) 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' ...
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 ...
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 ...
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 ...
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 Fluorspar Corp. (PF:TSX.V) Prima Fluorspar Corp. is exploring and developing a historic fluorspar project in the Liard region of northern British Columbia. The project is located along the Alaska highway and consists of 22,000 ...
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 an exploration company adding value through discoveries in Mexico's historic mining districts. The company's focus is on defining further resources at its El Rayo primary silver projec ...
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 ...
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 ...
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 >
Will Copper Prices Drop Further? Just Look at Oil Investments "While the media reports copper's price falls as a loss of faith by investors, the reality is they are being influenced by the same supply and demand judgments used by buyers." - Stuart Burns, Resource Investor (8/15/13) More >
China to Begin Trial Run of Rare Earth Products Exchange "Rare earth trading systems are currently undergoing testing and are expected to become operational in China in October." - Dorothy Kosich, Mineweb (8/12/13) More >
Counterpoint: Supply and Demand in the Rare-Earths Market 2015–2020 "In the rare-earth total supply chain, China is most of the global ball game." - Jack Lifton, Technology Metals Research (8/1/13) More >
Now Is the Time to Build New Mines, But It Ain't That Easy "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." - Lawrence Williams, Mineweb (7/29/13) More >
Profit from Palladium's Bullish Trend "I call palladium the Rodney Dangerfield of metals because it 'gets no respect, I tell ya, no respect at all.'" - Sean Brodrick, ETF Daily News (7/29/13) More >
Most TV Revenues Are from Zinc The Mining Report Interview with Björn Paffrath -"TV may be the most leveraged junior to a rising zinc price." (8/19/14)
FCU Drove Boom The Mining Report Interview with Björn Paffrath -"FCU seems to have built quite a big resource now." (8/19/14)
EXN Offers Opportunities The Mining Report Interview with Björn Paffrath -"We took a deeper look at EXN and started to build a position." (8/19/14)
FCU: Series of Positive Holes Bhakti Pavani, Euro Pacific Canada -"FCU's drill results have tremendously increased our confidence in PLS." (8/19/14)
ARY: An Excellent Play on Rebounding Uranium Prices The Energy Report Interview with Peter Epstein -"News that ARY's acquiring the licensed and permitted Shootaring uranium mill is a game-changer." (8/18/14)
EFR Announces Q2/14 Results Joe Reagor, ROTH Capital Partners -"EFR had a relatively strong quarter in Q2/14." (8/18/14)
TV: H2/14 Shaping Up Barry Allan, Mackie Research Capital -"We expect TV's production to increase in H2/14." (8/18/14)
TV Warrants Buy Rating Chris Chang, Laurentian Bank Securities -"TV represents the go-to name for zinc leverage." (8/15/14)
TV Remains Outperform Rated Adam Low, Raymond James -"TV's adjusted EPS in Q2/14 was in line with our estimate." (8/15/14)
EFR: Higher-than-Forecast Production Rob Chang, Cantor Fitzgerald -"EFR's Q2/14 revenues of $13.52M topped our $12.23M estimate." (8/15/14)
TV: Q2/14 Numbers in Line Joseph Gallucci, Dundee Capital Markets -"TV still represents an excellent buying opportunity." (8/15/14)
ALK: Stamp of Approval Christopher Ecclestone, Investor Intel -"ALK is up there among the sector leaders." (8/14/14)
EFR: Preparing for Long Haul, Building Inventories David Talbot, Dundee Capital Markets -"EFR is able to buy uranium at spot and sell into term contracts at twice the price." (8/14/14)
ALK Prepares for Dubbo Development Tom Hayes, Edison Investment Research -"In moving to a producer, ALK has improved its corporate structure." (8/13/14)
URZ Targets First Sales Colin Healey, Haywood Securities -"In the ramp-up through Q2/14, URZ reports production of 20 Klb U3O8." (8/12/14)
FCU: New Program, First Hole David Sadowski, Raymond James -"FCU hole PLS14-255's interval bolsters PLS' regional prospectivity." (8/12/14)
UCU Gains Alaska Support The Gold Report Interview with Jeb Handwerger -"UCU's Bokan deposit is one of the best potential REE projects in the West." (8/11/14)
LGO: Niche Market Producer Joseph Gallucci, Dundee Capital Markets -"We are initiating coverage on LGO with a Buy rating." (8/11/14)
DAN: Lac a Paul Adds More Phosphate Deposits Brien Lundin, Gold Newsletter (Jefferson Financial) -"DAN added deposits to Lac a Paul, significantly boosting mine longevity." (8/7/14)
FCU: Hot Holes on the East David Talbot, Dundee Capital Markets -"We are highly confident that FCU can accelerate R780E zone expansion." (8/7/14)
FCU Remains Buy Rated Brien Lundin, Gold Newsletter (Jefferson Financial) -"FCU's PLS resource estimate should show a robust mineable deposit." (8/7/14)
FCU Reports Six More Holes Rob Chang, Cantor Fitzgerald -"Of recent FCU drill holes, PLS14-201 returned 26.41% U3O8 over 12m." (8/7/14)
FCV: Encouraging Drill Results Thibaut Lepouttre, Caesars Report -"FCV's resource should confirm a target of 100–150 Mt at 12–18% P2O5." (8/6/14)
FCU Offers Best Undeveloped Uranium Project The Mining Report Interview with David Sadowski -"FCU is our top pick among uranium juniors at current price levels." (8/5/14)
LGO: Likely to Become a Takeover Target Luisa Moreno, Euro Pacific Canada -"LGO's Maracás project is arguably the most advanced vanadium project in the world." (8/5/14)
FCU: Site Visit Underlines Potential David Sadowski, Raymond James -"We urge investors to add to positions in FCU ahead of further drill results." (8/5/14)
FMS Stands in Good Stead Against Competitors John Hykawy, Stormcrow Capital Ltd. -"FMS' Lac Knife is truly world class; we are initiating coverage with a positive recommendation." (8/5/14)
FCU: R780E Zone Expands North and South Rob Chang, Cantor Fitzgerald -"FCU's encouraging results underpin growth potential in every direction." (8/5/14)
SYR: Balama Hosts High-Purity Vanadium Powder Luke Smith, Canaccord Genuity -"SYR's test work highlighted that high-purity V2O5 product can be produced from Balama ore." (8/4/14)
LLG: Drill Results at Lac Guéret Highlight Potential Resource Growth Daniel Greenspan, Macquarie Capital Markets -"LLG's stepout holes at Lac Guéret hit high-grade mineralization." (7/30/14)
LLG Expands Resource at Lac Gueret Alessandro Bruno, Investor Intel -"LLG's Lac Gueret is world class, with 99%-pure graphite potential that will draw international demand." (7/30/14)
CYD: El Barqueno Has Multimillion-Ounce Potential Brien Lundin, Gold Newsletter (Jefferson Financial) -"CYD continues to deliver impressive drill results from El Barqueno." (7/30/14)
DAN A Favorite Phosphate Project The Mining Report Interview with John Chu -"We've been impressed with how far DAN has moved the Lac à Paul project along." (7/29/14)
SMT: 'Tip of the Oreberg' Christos Doulis, PI Financial -"We are initiating coverage on SMT with a Buy recommendation." (7/29/14)
FCU Remains a Buy Bhakti Pavani, Euro Pacific Canada -"FCU's shares are trading at a steep discount to our price target." (7/29/14)
FCU: Good Summer Program Start Mike Bandrowski, Clarus Securities -"All 14 of FCU's PLS holes returned wide intervals of mineralization." (7/29/14)
URZ: Recommended Buy Chris Chang, Laurentian Bank Securities -"For URZ, we forecast total cash of $12M at Q3/14E." (7/29/14)
AKG Reports Positive Metallurgical Tests Joe Mazumdar, Canaccord Genuity -"Metallurgical test results for AKG's Dynamite Hill came in higher than our forecasts." (7/29/14)
UCU: Serious Advancements Jeb Handwerger, Gold Stock Trades -"UCU is becoming the premier U.S. critical rare earth asset." (7/29/14)
MKA's Prefeasibility Results Expected Shortly The Gold Report Interview with Paul Renken -"Metallurgical testing on MKA's REE deposit in Malawi suggests that it should be fairly easy to process with relatively high rates of recovery." (7/28/14)
LGO Features Large Iron-Vanadium Project The Gold Report Interview with Paul Renken -"LGO's large Maracás iron-vanadium project in Brazil is in the commercial ramp-up stage." (7/28/14)
FCU' PLS Will Be Mined The Gold Report Interview with Paul Renken -"A darling among uranium investors over the past couple of years is FCU." (7/28/14)
AAZ in Joint Venture The Gold Report Interview with Paul Renken -"AAZ and spinoff company Fission 3.0 are in joint venture on the property immediately north of Patterson Lake South." (7/28/14)
FCU: 14 Holes Hit Mineralization Rob Chang, Cantor Fitzgerald -"Encouraging results underpin the growth potential of FCU's R780E zone." (7/28/14)
RD: Attractive Project Economics Jeb Handwerger, Gold Stock Trades -"RD's Santa Rosa could be the first permitted, modern mine in Colombia." (7/28/14)
FCU: All Holes Hit Mineralization Mick Carew, Haywood Securities -"FCU's results suggest the potential for significant expansion of PLS." (7/28/14)
FCU Releases First Results from PLS Mick Carew, Haywood Securities -"FCU's results suggest the potential for significant expansion of the PLS system." (7/28/14)
FCU: All Fourteen Initial Summer Drill Holes Hit Mineralization at PLS David Talbot, Dundee Capital Markets -"We believe FCU's outperformance could continue through the summer on drill results." (7/28/14)
LLG Progressing Toward Production The Energy Report Interview with Steve Palmer -"LLG has a very sizable resource." (7/24/14)
UCU Advances Bokan Dotson Ridge Luisa Moreno, Euro Pacific Canada -"UCU enjoys significant support from the regional and federal governments." (7/24/14)