Archives — October 2012 back to current month (206)
Is Big Gold in Big Trouble? (10/31/2012)
"Big gold has done a poor job of keeping costs down: total costs per ounce are up almost 70% since 2008."
Bob Moriarty's Stock Tales from the Crypt (10/31/2012)
It is a global ghoul fest when Bob Moriarty talks about his favorite zombie stocks—companies whose share prices have flirted with death but still offer devilishly good potential. Moriarty is happy to "buy $1 bills for $0.50" and tells readers where to do the same in this exclusive Gold Report interview.
A Musing on Gold and Fiat Currencies (10/31/2012)
"Gold is money that maintains its purchasing power, and for this reason it should be viewed as insurance against financial calamity and a hedge in case of economic collapse."
"Following up on the resounding success of its Gold Reserves' Exchange Traded Receipts program, the Royal Canadian Mint is launching a similar product for its silver reserves."
Gold Is Now in Consolidation Phase (10/31/2012)
"'The clear downtrend from earlier in the month has now been replaced by this consolidation phase. But the possibility of another attempt on the downside certainly cannot be ruled out,' says a note from UBS."
$16T of Platinum Could Be Extracted from Seawater (10/31/2012)
"Space mining start-up Planetary Resources President Chris Lewicki made more than one eyebrow rise Wednesday as he wrote in his blog that about $16T of platinum is waiting to be extracted from our Earth's oceans."
Are junior resource stocks the investment equivalent of a game of blackjack? It depends on the investor as much as it does on the company. Sid Rajeev of Fundamental Research Corp. has come to expect stability from his picks. How? By using fair-value metrics and a longer-term timeline. In this exclusive interview with The Energy Report, learn how this pragmatic analyst plays a speculative market for reliable returns.
A Critical Metals Mixed Bag: Chris Ecclestone (10/30/2012)
A flood of companies scrambled to capitalize on the rare earths space, overpopulating the sector with too many losing bets, according to Chris Ecclestone, a mining strategist with Hallgarten & Co. in London. Now, a downturn in the sector should reveal which companies have the pedigree to make it to production, Ecclestone says. In this exclusive Critical Metals Report interview, learn which other metals and minerals are getting the market's attention with positive fundamentals.
"The World Bank says the economic importance for Africa of its natural resources is likely to continue in the medium term in several established oil and mineral producers."
Our Next President and Healthcare Policy (10/30/2012)
"Both candidates paint this as a vitally important election between leaders with starkly different views of policy and governing. So if the fate of the life sciences potentially hangs in the balance, what are we likely to see in the months ahead?"
"Drugmakers from big pharma to much smaller companies have been striking partnership deals with companies in South America and other emerging markets—and buying up drugmakers and consumer health companies—to capture a share of that growth."
Millions of years ago, tectonic events created significant gold and silver mineralization in the Guerrero Gold Belt in Mexico. Today, two gold companies have reported 16 Moz of gold there, and other discoveries are sure to follow. In this exclusive Gold Report interview, Merrill McHenry, an independent analyst and geologist, explains the region's geology and its hot prospects.
Gold Mining Margins Will Expand Further (10/29/2012)
"Our view is that if gold breaks to and sustains a new high then the current valuations of gold mining companies will increase materially."
"Gold and silver have gained investors' attention as a store of wealth, while platinum has been significantly overlooked and undervalued."
Big Jump in London Gold Trading (10/29/2012)
"Gold trading in London, heart of the world's wholesale bullion market, leapt in September."
Russian Ship Carrying Gold Ore Disappears (10/29/2012)
"The Amurskaya, a Russian freighter carrying 700 tons of gold ore, disappeared in the Sea of Okhotsk, authorities said Monday."
"'Gold has been trading lower as it follows the U.S. dollar appreciation,' says Bayram Dincer, analyst at LGT Capital Management in Switzerland."
"The illegal strikes that spread throughout the South African mining sector have eased at three gold producers as workers returned and some mines resumed production."
Don't Fear a Normal Gold Correction (10/29/2012)
"Don't let the short-term correction fool you into selling your gold and gold stocks."
"While there are a few major publicly traded rare earth miners in the U.S., the space remains fraught with individual company risk. As a result, many investors should take a closer look at this fund."
"For the next 20 years, higher Brent oil prices will affect U.S. prices, even if we rely on fewer imports."
The Age of Personalized Medicine Is Near (10/29/2012)
"Biomarkers have the potential to accelerate product development and cut costs because they can help identify those drug candidates that are likely to fail sooner, and can predict drug efficacy faster than conventional clinical endpoints—giving life to the concept of 'fail early, fail cheap.'"
"Gold looks to have stabilized and is building a basing pattern (launch pad) for another major rally."
The 'Water Alchemists' in the New Wild West (10/28/2012)
"A 21st century wild-west scenario is developing in Texas. It all has to do with the fast-rising use of water in the Lone Star state's energy patch."
The 'Water Alchemists' in the New Wild West (10/28/2012)
"A 21st century wild-west scenario is developing in Texas. It all has to do with the fast-rising use of water in the Lone Star state's energy patch."
"The excitement generated by targeted drugs, which interfere with specific molecules involved in tumor growth and suppression, has been short-lived."
Flu Vaccine Jab Can Halve Cardiac Risk (10/28/2012)
"The flu vaccine provided an approximate 50% reduction in the risk of a heart attack or stroke compared with a placebo after one year of follow-up."
Resource nationalism is becoming a growing problem for many mining companies. In this exclusive interview with The Gold Report, Sean Rakhimov, editor of SilverStrategies.com, shares his insights for safely investing in silver mining companies in a volatile world.
The Sky's the Limit in Saskatchewan: Tom MacNeill (10/26/2012)
Saskatchewan's unique political history has created a modern-day last frontier for exploration. Within its borders is a treasure trove of early-stage resources, so many that Tom MacNeill, president and CEO of 49 North Resources, says his Saskatchewan-focused natural resources company can't tackle every project it wants to. As an incubator enterprise to raise capital for early-stage projects throughout Saskatchewan, MacNeill's company is capitalizing on the build-out of capital markets in the province. Read why MacNeill says Saskatchewan is wide open in this exclusive interview with The Gold Report.
"One type of precious metals equity has been significantly outperforming both the metals and mining shares: gold and silver streaming companies."
Gold Prices in 2013: Where We'll Be in Six Months (10/26/2012)
"Looking beyond the sell-off, here are three key drivers of gold prices in 2013."
Is the End to SA's Mining Strike Debacle in Sight? (10/26/2012)
"AngloGold Ashanti, Gold Fields and Harmony Gold, via the Chamber of Mines, have signed a deal today with unions that will see adjustments to workers pay."
Gold's Bearish Trend Remains (10/26/2012)
"'We continue to see modest pressure on gold prices in the near term,' says HSBC Analyst James Steel."
Survey Shows Mixed Outlook for Gold Prices Next Week (10/26/2012)
"Of the 24 participants, 9 see prices up, while 5 see prices down, and 10 are neutral or see prices moving sideways."
Time to Buy Gold? (10/26/2012)
"Money printing and stimulus measures by global central banks I feel are likely to keep a floor under gold prices as faith in fiat continues to dwindle."
Uranium Supply Squeeze Offers Opportunity (10/26/2012)
"The likelihood of a shortage of mined uranium makes companies with near-term uranium production very interesting."
Three Tech Breakthroughs for Graphene Investors (10/26/2012)
"Just in the month of October, three breakthroughs have proved how graphene isn't just opening new possibilities. . .it's closing in on tangible results."
Hematological cancers present special opportunities for investors. In this exclusive interview with The Life Sciences Report, John McCamant, editor of the Medical Technology Stock Letter, comments on several companies in the hematology/oncology space, describing the challenges and successes that influence investment in the sector. In the case of two companies with very different valuations, McCamant makes his preference clear.
With Iraqi sanctions impeding profitability, explorers and producers are flocking to Kurdistan for cheap production and access to international buyers, explains Lionel Therond, head of oil and gas research at Standard Bank. Meanwhile, discoveries throughout Africa hint at vast untapped potential. In this exclusive interview with The Energy Report, Therond gives us the geological lay of the land in key emerging plays.
Putting America’s Energy Boom In Perspective (10/25/2012)
"Today we're on the global hunt for oil and gas, and yet again it's brought us back to one hugely profitable place: our own backyard!"
"Americans used less energy in 2011 than in the previous year due mainly to a shift to higher-efficiency energy technologies in the transportation and residential sectors."
Peter Vermeulen, portfolio manager with the Plethora Precious Metals Fund in The Netherlands, offers a European perspective on investing in precious metals juniors and has solid insights to help manage risk in junior mining portfolios. In this exclusive interview with The Gold Report, Vermeulen counsels precisely targeting companies that have promising projects and secondary benefits—and the skilled management to deliver on them.
Sprott's Charles Oliver says it's a great time to be heading up a precious metals fund. Gold and silver companies are trading at spectacular valuations, quantitative easings by the governments of the world are poised to strengthen the metals' prices even further, and more bargains could be had soon if investors dump stocks to avoid taxes. In this interview with The Gold Report, Oliver, manager of the Sprott Gold and Precious Minerals Fund, talks about the momentum building for gold and silver and shares the names of undervalued opportunities.
Why the Price of Gold Is Headed to $2,000/oz (10/24/2012)
"CIBC World Markets says both gold and silver are due for a seasonal bounce and investors should plunge into the sector now."
Short-Term Speculators Blamed for Sell-Off in Gold (10/24/2012)
"Tuesday's fall in gold prices came amid 'a market-wide retreat' said one analyst, with 'across-the-board selling by speculators' according to another."
Watch Gold Action for Possible Buy Signals: Nomura (10/24/2012)
"Gold prices are trading under the level where they were prior to the Fed's third QE announcement, pressured by speculators in the futures market selling positions, says Nomura, since holdings in gold ETFs have been relatively stable."
China Restarts Nuclear Program (10/24/2012)
"China is the world's biggest energy consumer, and building new reactors is a key part of Beijing's plans to curb demand for fossil fuels."
"Scientists at the U.S. Department of Energy's Ames Laboratory are working to more effectively remove the neodymium, a rare earth element, from the mix of other materials in a magnet."
Natural Gas Has Sex Appeal: Andrew Coleman (10/23/2012)
With prices on the rise and a cold winter approaching, some gas names have already begun to rally. But Andrew Coleman of Raymond James takes a cautious approach—that's why he looks for oil and gas companies that can survive a tough market. In this exclusive interview with The Energy Report, Coleman shares how to gain exposure to promising shale plays using defensive investing tactics. Read on to learn which companies are measuring up with strong balance sheets, dominant acreage positions and top-tier technology.
Mike Niehuser isn't a rare earth expert per se, but the Beacon Rock Research founder says many of the same investment principles hold true for resource stocks across sectors. At the end of the day, all resource stocks, rare earth plays included, are story stocks, and it takes intuition to buy or sell successfully. In this exclusive interview with The Critical Metals Report, Niehuser tells the spellbinding stories of two promising rare earth companies.
Canada Denies Petronas: A Catch-22 for LNG Exports (10/23/2012)
"Stocks that foreign companies looking to cash in on Canada's short shipping lines have been eyeing won't be bought out now—at least not for a while."
Has QE3 fatigue set in to the gold market? (10/23/2012)
"The current nervousness and fatigue among gold investors is understandable, but for both UBS and Standard Bank, there are reasons to still be bullish."
Why A New Monetary System May Be Our Only Hope (10/23/2012)
"There is nothing better than gold. If you own gold already, hold, and watch for signals to add more."
Turkish Gold Trade Booms to Iran, Via Dubai (10/23/2012)
"Official Turkish trade data suggests nearly $2B worth of gold was sent to Dubai on behalf of Iranian buyers in August. The shipments help Tehran manage its finances in the face of Western financial sanctions."
"Dark horse Contrave has gained some ground through faster patient accrual and negotiations by its maker, Orexigen Therapeutics Inc., with the FDA for faster resubmission of its new drug application."
AstraZeneca, Ironwood Partner on IBS Drug in China (10/23/2012)
"The agreement calls for AstraZeneca to give an upfront payment of $25M to Ironwood. The companies will split net profits and losses in China on the drug."
Exercise Makes You Smarter (10/23/2012)
"It seems the increase in blood flow to the brain that accompanies exercise can directly boost brain function."
What is China Really Doing in the Gold Markets? (10/22/2012)
"China is believed to be the world's largest gold producer, but do the announced statistics include gold production from small mines outside the general reporting framework and/or the byproduct gold from the country's huge smelting and refining sector?"
Many precious metals mining stocks are now trading at bargain prices but the old "buy and hold" strategy no longer applies in this fluid market environment, says Florian Siegfried, CEO of Precious Capital AG. In this exclusive interview with The Gold Report, Siegfried says investors need to do their homework and pick their entry and exit points carefully as he names some undervalued opportunities he expects to provide above-average returns in the next market run-up.
Gold Trades Marginally Higher, Holds Below $1,730/oz (10/22/2012)
"Gold futures edged higher on Monday, recovering a fraction of the heavy losses at the end of last week as traders awaited this week's Federal Reserve meeting."
"Investor uncertainty over the ability of QE3 to support prices and/or the longevity of Fed's open-ended commitment to easing has been acutely manifest in futures market positioning."
"Bolivia needs to attract foreign investment and know-how to continue developing vibrant, modern mining."
A Big Trade Is Setting Up in These Small Stocks (10/22/2012)
"The mining stock correction has arrived. Smart traders will use this correction to put on more mining stock trades."
How The World Uses Rare Earth Metals: Infographic (10/22/2012)
"Rare earth elements are crucial to maintaining our current economy, and crucial to developing a sustainable future."
Unlock the Eagle Ford with These Three Words (10/22/2012)
"The Eagle Ford is in between the optimization phase and the harvest phase, ready to pay out for investors."
"In addition to preventing heart disease, acetylsalicylic acid has been shown to be effective against cancer according to several scientific studies. It is common practice in many countries to treat women at risk for heart disease with a small dose of acetylsalicylic acid."
"I believe we are not far from the day when we could all live to 100. . .and, more to the point, enjoy it."
Why REE Mining Will Never, Ever Be the Same (10/20/2012)
"Just as new technology enabled explorers to liberate petroleum locked within the oil sands, so too will it unlock critical metals for centuries to come."
Examining the Case for (and Against) Gold (10/20/2012)
"Analysts and investors are divided as to what was the impetus behind the late-summer rally for gold."
Gold equities are in competition with gold ETFs for shareholder dollars. In this exclusive Gold Report interview, Goldman Sachs Managing Director Ian Preston discusses the steps gold companies must take to pull investors back from the ETF space and shares Goldman Sachs' outlook for the gold price over the next year or so.
"Central banks all over the world appear willing to keep pumping more money into their economies, which will exert plenty of upward pressure on gold prices in the months ahead."
Correction in Gold and Silver Stocks Nearing End (10/19/2012)
"We are 19 days into the gold correction and we see some stealth signs of strength and signs of the correction nearing its end."
Inflation, Deflation, Gold and Central Banking (10/19/2012)
"Now that the Fed has decided to increase the money supply for the foreseeable future, investors are placing their bets on the policy's success or failure."
Coming Soon: $2,000/oz Gold, $40/oz Silver? (10/19/2012)
"The technical outlook suggests that we should see an end to the correction in the next few weeks. So it's important to have a buying strategy in place."
Gold's Fall Blamed on Speculative Sellers (10/19/2012)
"Heading into the weekend, the gold price in dollars looks set for its second successive weekly fall, the first time this has happened since May."
"Once major hedge funds and large banks enter the arena. . .watch out for an explosive move. Now is the time to look for platinum projects in mining-friendly jurisdictions."
Stock Bull Topping (10/19/2012)
"Few things, if any, are more important for stock investors to understand than the bull-bear cycles."
Q3 Biotech Venture Investing Makes a Boisterous Leap (10/19/2012)
"Using the figures provided by Thomson Reuters, the quarterly report concluded that total life sciences venture deals topped $1.7B in 181 deals in the third quarter—a bit more than a quarter of all investments tracked during the period."
What Moves Biotech Stocks? Ed Arce Has Answers. (10/18/2012)
Biotech stocks move on material news, which means clinical data, regulatory progress, new partnerships and big contracts with new customers. Analyst Ed Arce of MLV & Co. holds to these principles as he shares compelling biotech names in this exclusive interview with The Life Sciences Report.
Jeb Handwerger, Gold Stock Trades editor, says coal and natural gas lobbyists are kicking the uranium industry while it's down in the shadow of the Fukushima nuclear accident. It's still stormy out there, but the sector may prove be the pot at the end of the rainbow for contrarian investors. In this interview with The Energy Report, Jeb Handwerger challenges investors to take a calculated risk on a sector with major potential.
"Interdependence has been a consistent theme in oil for many years, the idea being that even a small supply disruption in one part of the globe can have an impact thousands of miles away. Say goodbye to that notion."
The Oil of Iraqi Kurdistan: A Power Showdown (10/18/2012)
"For the Kurdistan Regional Government (KRG) of Northern Iraq, it's all about control. Oil majors like ExxonMobil, Chevron and Total are willing to sign deals with the KRG at risk of losing big contracts with Baghdad."
Exxon's Biggest Canada Deal Signals Shale Rush (10/18/2012)
"The Duvernay shale, which is soaked in natural gas as well as petroleum liquids such as propane and ethane, which fetch higher prices, may rival the mammoth Eagle Ford formation in south Texas."
Play Housing and Agriculture with Energy (10/18/2012)
"Companies involved in oil refining, exploration and production, drilling and infrastructure stand to gain, as well as companies involved in food, forest and paper products. These are essential ingredients for the billions of people on the planet."
In today's fast-paced market, investors sometimes forget that mining is an intricate and time-consuming science experiment. Investors who can stomach the risk and the wait are generally the ones who profit the most. Brent Cook, editor of Exploration Insights newsletter, and Quinton Hennigh, a geologist and contributor to the newsletter, believe that investments in prospect generators have yielded some of their best investments, plodding along slowly to unearth some often spectacular projects. In this exclusive interview with The Gold Report, Cook and Hennigh discuss why prospect generators are worth the wait.
Gold: Inflation Hedge or Something More? (10/17/2012)
"If one is worried about slowing growth, currency depreciation, political and financial certainty, unemployment and war, buy gold."
The Golden Age (10/17/2012)
"I continue to see a lot more upside potential for gold over the next four to six months, and the same can be said for silver as reduced demand from industrial users increases the pressure on financial investors to keep an already stressed supply surplus down."
Your Gold and Silver Questions Answered (10/17/2012)
"Yes, there were up and down periods for gold and silver, so timing matters to some extent. But, generally, it's been good if you think long term."
"U.S. studies, drawing heavily on previous Soviet geological findings, had come up with Afghan mineral resources which could be worth in excess of $1 trillion and include copper, iron ore, gold, huge deposits of lithium, rare earths and others."
Euro-Gold Hits Six-Week Low (10/17/2012)
"Gold recovered from an early dip in London Wednesday morning, rising back to $1,750/oz as European stock markets also rose and the single currency hit its best level in more than a month."
"HSBC upped its average forecast for 2013 to $1,850/oz from $1,770, listing a potential range of $1,550 to near $2,000. It also upped its 2014 forecast to $1,775 from $1,750."
Fat Cells Help Tumors Grow (10/17/2012)
"Understanding the major mechanisms through which obesity drives cancer risk is important to coming up with therapeutic strategies on how to break these links, says Dr. Mikhail Kolonin."
"A survey of 125 mining executives internationally reveals that the outlook for the mining industry 'has vastly improved' in the last four months, says Andrew Pollard, president of Vancouver's Mining Recruitment Group Ltd."
The U.S. Department of Defense has made a bold move to support a North American rare earth element project, and it's made waves in the market. In this exclusive interview with The Critical Metals Report, Jeb Handwerger, editor of Gold Stock Trades, explains what this means for investors and what companies may be the sector's next big success stories.
"If Mitt Romney wins Election 2012, it'll be a rare piece of positive news for the coal industry and a boost for beaten down coal stocks."
Bruno del Ama: Do ETFs Offer Value for MLPs? (10/16/2012)
Bruno del Ama is co-founder and CEO of Global X, which has recently rolled out its own MLP ETF. But as del Ama asserts, how to gain exposure to this promising asset class is really a matter of investor preference. In this exclusive interview with The Energy Report, del Ama explains the differing structures of popular MLP ETFs on the market and names the MLP stocks that are delivering success.
"As we move into the winter season, two things are becoming clear. First, this one will be colder than last year, nationwide. Second, natural gas prices are moving up."
"Inadequate infrastructure has U.S. oil and gas priced below global rates, but when transportation costs are reduced, companies will ship their oil to the highest bidder."
What Will the Price of Gold Be in January 2014? (10/16/2012)
"The largest economies of the world are all grossly devaluing their currencies. Gold and silver will be direct beneficiaries–along with mining companies–starting with rising prices."
"China will have to spend around 80B yuan ($12.74B) by 2015 to upgrade the security of its nuclear facilities and radioactive contamination control to international standards, a report issued by the Ministry of Environmental Protection said."
The looming financial meltdown will affect the global economy and the U.S. will not escape, says Greg McCoach. Whatever happens, the precious metals are bound to fly, as investors scramble for tangible cover. Mining stocks will be major beneficiaries of the soaring metals prices, but where mines are situated will be an important factor as governments try to get a bigger piece of the action. In this exclusive interview with The Gold Report, McCoach names some favorite companies that he expects to do well in the coming turbulent times.
Copper Shenanigans from Beijing (10/15/2012)
"According to the Beijing Antaike Information Development Co., copper consumption is expected to expand this year at the slowest rate since 1997."
Silver Prices: $50 by 2013? (10/15/2012)
"Silver is the only major commodity not to have reached a new all-time high in the decade-long commodity bull market."
Cheap Gold Stocks (10/15/2012)
"While sentiment (greed and fear) dominates short-term stock price swings, over the long run stock prices are nearly exclusively determined by fundamentals."
"For years, institutions like the Federal Reserve and most central bankers have publicly stated that gold is effectively an irrelevance—yet they continue to hold huge amounts of it."
Gold Drops Below $1,750/oz (10/15/2012)
"In New York, the difference between the aggregate number of long (bullish) and short (bearish) contracts held by noncommercial gold futures and options traders on the Comex, known as the speculative net long, rose for the eighth week running in the week ended last Tuesday, according to Commodity Futures Trading Commission data."
"Iowa State researchers are using a hybrid approach to produce the next generation of biofuels."
"EU foreign ministers adopted Oct. 15 a raft of new sanctions against Iran, including a ban on the import of natural gas, a ban on the supply of vessels for the transportation or storage of Iranian oil and a ban on flagging Iranian vessels."
"The panelists said that cancer stem cells have moved well beyond hype, with meaningful and positive early-stage clinical results being reported. The early data point to the prospect of exciting new future cancer therapies."
"Genomic medicine's stakeholders—including direct-to-consumer genetic testing companies, private research centers, and the National Institutes of Health—are deeply invested in promoting how this information will benefit patients."
"South Africa's strikes have now affected some 28% of its platinum production, or 17% of global production, according to the Deutsche team. It believes that production losses have the potential to drive up the price of platinum so that it trades at a premium to gold."
"The launch of a Vanguard gold ETF appears to be an easy extension of Vanguard's approach in the ETF business to go after large buckets of existing ETF assets with newly launched low-cost options."
"In the absence of news, commodity prices drove the bus, which helped MLPs outperform the S&P 500 for the week."
"Steadily high prices for gold are having a dramatic impact on parts of Latin America, bringing a flood of foreign investment and stirring a goldbug among wildcat miners in the jungles."
Now is the moment to take a hard look at the state of supply for zinc and platinum, says Matthew O'Keefe of Mackie Research Capital Corporation. In an exclusive interview with The Gold Report, O'Keefe explains how market fundamentals are about to pop up some serious game changers in this space. International demand for zinc and the platinum group metals is booming, but the global supply is about to seriously contract. Well-financed mining corporations will celebrate, while others miss the party.
Gold and Silver Capped Until After the US Election? (10/12/2012)
"Prices may remain contained until after the U.S. election but we expect that soon after, precious metal prices will again surge."
Sudan to Export First Batch of Refined Gold (10/12/2012)
"A month after opening its first gold refinery, Sudan is all set to export the first batch of refined gold, worth $5.6M, to an unknown destination."
Gold Price 'Lacking Impetus' (10/12/2012)
"For days now, the gold price has been hovering in a narrow trading range."
"As colourful and translucent as a gemstone, fluorspar has so many practical uses that it's gained EU designation as a critical mineral."
"But as CEO Tim Gitzel told analysts last July, 'We need more price, or more pounds, or hopefully both' to develop the project."
Is Medical Device Tax a Lame Duck? (10/12/2012)
"There's a growing confidence among medical device industry insiders that there may be an opportunity to repeal the medical device tax in the interim session between the November election and the seating of a new Congress—no matter who wins the race to the White House."
Casey Analyst Forecasts Explosive Biotech Growth (10/11/2012)
The myth of technology, whether for smartphones or cancer treatments, is that the next big thing appears suddenly and magically. Casey Research Analyst Alex Daley sets the record straight in this exclusive interview with The Life Sciences Report. While the science of genetic medicine has accelerated the process of turning magical thinking into practical medicine, Daley cautions investors in biotech and medical device companies to be patient, and names companies with innovative technologies poised for explosive growth.
Fresh MLP All-Time Highs Again (10/11/2012)
"MLPs closed this week at brand new all-time highs after gaining another 2.3% this week, outpacing a big week from the S&P 500 (+1.5%)."
Hydraulic Fracturing and Water Use: Get the Facts (10/11/2012)
"Given that large portions of our nation are facing serious drought conditions, there are justifiable concerns about our water supply. To fully understand this issue, it's important to analyze real-world data relating to water consumption."
Looking for outsized returns? Then broaden your horizons, suggests National Bank Financial Analyst Darrell Bishop, who focuses on regions where property acquisition is cheaper and oil sells at the Brent premium. In this exclusive interview with The Energy Report, Bishop whisks us around from Western Europe's North Sea, to behind the former Iron Curtain in Albania, to developing energy plays in New Zealand. Learn how to navigate the risks of the space and what makes a far-from-home smallcap worth it all.
"Six major policy decisions and issues await the U.S. elections. What chasms must companies cross, and how might it shape technology, grants or source crops in the industry?"
Four Facts Every GLD Investor Must Know (10/11/2012)
"With a seemingly endless stream of macroeconomic risks coming down the pipeline every day, it's no wonder that investors have turned to the safety of precious metals."
Gold Stock Rerating Underway but Hurdles Remain (10/11/2012)
"According to Investec Securities Mining Analyst Hunter Hillcoat, gold companies have certainly been given a reprieve of late, driven in large part by the strength of the yellow metal since the onset of QE3."
Metals and Mining Stock Outlook (10/11/2012)
"Lingering economic concerns, higher inflation expectations in many countries and the relentless Eurozone debt crisis will continue to drive gold prices this year."
"Factoring in only the Fed's program to purchase mortgages and Treasuries, Bank of America Merrill Lynch says that over the next nine months gold could go to $2,000/oz, and by the end of 2014, gold could be at $2,400/oz."
Gold, Silver, GDX, GDXJ and the HUI (10/10/2012)
"The embattled mining sector is breathing a little easier of late as gold and silver mining stock prices show signs of improvement."
The major financial markets are dominated by large funds that behave like lemmings—follow the herd and suffer the consequences. Investors should not fall for the commonly held myth that all professionals have an edge over smaller institutional and individual investors. In this exclusive Gold Report interview, Roger Wiegand, editor of Trader Tracks Newsletter, discusses the criteria he uses to select the best mining and exploration companies. He then explains how moderate trading within a mostly buy-and-hold portfolio can lead to superior returns without the downsides that lemming behavior can cause.
Gold Slips in Tight Range (10/10/2012)
"Gold prices slipped for a third day in London on Wednesday, rallying from two-week lows beneath $1,761/oz as world stock markets also fell."
"The Asian city's government repealed a 7% tax on gold and silver effective Oct.1. Now investors can store their gold in Singapore without costly value-added taxes."
Is Silver Still a Monetary Metal? (10/10/2012)
"As with almost any investment, perception is the real key to value growth, and silver is perceived to rank alongside gold as an ultimate store of value."
SA's Largest Gold Miners Propose Higher Wages (10/10/2012)
"AngloGold Ashanti Ltd., Gold Fields Ltd. and Harmony Gold Mining Co., Africa's largest producers of the metal, offered to raise the wages of the lowest-paid workers by scrapping their job banding in a bid to curb wildcat strikes."
Bill Gross Says Gold Will Thrive in 'Ring of Fire' (10/10/2012)
"From a technical analysis point of view, gold, silver and gold miners have been holding value at key resistance levels."
Fertilizer Could Power Quebec (10/10/2012)
"Workers in Becancour, Quebec who are facing the imminent closure of a nuclear power plant, may soon find new jobs."
Special Report: Highlights from BioX (10/10/2012)
The first BioX Life Sciences Exposition, hosted in late September by Noble Financial Capital Markets, included a slate of seminars that explored innovation in the biotech industry, including the fields of regenerative medicine, targeted oncology and immunotherapy. Rahul Jasuja, managing director of biotechnology research with Noble Financial, moderated the targeted oncology and immunotherapy panels, and provided these exclusive summaries to The Life Sciences Report.
"The upcoming challenge has pushed pipeline companies to join forces with regional transportation organizations, power generators and ISOs to develop a cohesive framework for operators and services."
"The reality is the cyclical bull market in equities is approaching its end and will give way to the bull market in gold and gold stocks, which is set to move into the recognition phase."
Infographic: Silver Is the New Gold (10/10/2012)
"Silver's supply/demand fundamentals have propelled the metal to nearly 700% returns since 2000. See what's ahead in the next decade."
"The panel highlighted companies that have secured financing from creative sources, like patient advocacy groups and venture philanthropists, as well as companies that have negotiated nondilutive financing from traditional pharmas and VCs using innovative deal strategies."
Industry experts are all over the map on short- and long-term projections, but producers are still pumping and there's money to be made in oil and gas. In this exclusive interview with The Energy Report, Kim Pacanovsky, managing director of research at MLV & Co., discusses some sweet spots in energy markets, including some companies that are enjoying success at the well.
Tungsten and fluorspar may sound like dry subjects, but Jennings Capital Analyst Ken Chernin makes them positively magical. In this Critical Metals Report exclusive, Chernin transports us from Morocco to the dazzling Newfoundland coast, to "Tungsten Town" in Northern Canada. Along the way, we'll meet visionary leaders who work miracles with project logistics, winning fiercely loyal talent in the process. The two critical materials parallel the rare earths investment thesis, but Chernin's picks are more than a bet on shifting Chinese policy—they are compelling stories involving a war metal-turned global growth staple.
"Oil sanctions and ever-tighter restrictions to international banking have had a devastating impact on the rial, Iran's currency. Riots have begun and its economy is unraveling."
"The energy committee voted to switch from a detailed, technical regulation to a more flexible directive that will allow countries to adapt the rules to existing systems."
Infographic: Gold as an Investment (10/09/2012)
"As central banks continue to increase the money supply in today's economic climate, investors continue to turn to gold as a safe haven for their investments."
How a Mosquito’s Sting Could Spread Health (10/09/2012)
"How in the world could this little pest affect your life, other than whiz in your ear, suck your blood, inflict an itchy bite, transfer a deadly disease. . .or meet a justified smack? And how could it play a role in the marketplace?"
Even though the mining equity markets have been choppy and mostly sideways this year, Jordan Roy-Byrne, CMT and editor of The Daily Gold Premium newsletter, has managed to produce some enviable returns in his model portfolio. In this exclusive interview with The Gold Report, he tells us why he's now turning his attention to silver, which he expects will provide some exciting returns for producers and investors. He talks about some of his favorite names and how companies with cash and cash flow will be able to scoop up some great property deals from less-fortunate juniors.
The Opposing Forces Behind Gold's Bull Market (10/08/2012)
"Gold loves inflation, and any increase in monetary liquidity in the global financial system will be reflected in an increasing gold price sooner or later."
Fed QE and Gold, Silver (10/08/2012)
"Throughout history, gold and silver have maintained their real purchasing power as money-supply growth lifted prices all around them. They are like battleships on the seas—no matter how high the ocean of paper currencies under them rises, they still float commandingly on top."
10 Countries Sitting on Gigantic Piles of Gold (10/08/2012)
"According to the World Gold Council, global central banks bought 157.5 tonnes of gold in the second quarter, up 63% quarter-over-quarter and up 137.9% year-over-year."
Increasing Demands of the Alternative Energy Sector (10/08/2012)
"There has been a growing focus within the Canadian mineral exploration industry toward supplying materials for the high-tech and alternative technology sectors."
Gold Traders Bullish but 'Caution Advised' (10/08/2012)
"Speculators in the U.S. gold futures and options market raised their betting, taking their net long position (of bullish minus bearish positions) to its highest level since August 2011 at the equivalent of 941 tons."
Shadowstats.com Author John Williams wonders if politics are at play behind the latest jobs report, which shows 114,000 new U.S. jobs since September and a 0.3% drop in unemployment since August. Investors need to know how seasonal factors and month-to-month volatility affect the Bureau of Labor Statistics' reports. In this exclusive interview with The Gold Report, Williams explains why he doubts that we are in a recovery. The take-away? Look at the unadjusted figures before you sell your gold.
"Small-scale mining is reserved for Ghanaian nationals as the law allows foreigners only to provide goods and services to Ghanaian miners. Chinese-made gold mining equipment has quickly become popular in mining towns including Tarkwa, which is near Ghana's biggest gold mine, run by Gold Fields Ltd."
New Technique Reveals Lithium in Action (10/08/2012)
"This new method for studying the reactions of such batteries in detail could help researchers in their quest to design better batteries."
3-D Printing Has Now Reached Critical Mass (10/08/2012)
"The U.S. remains the clear leader in 3-D printing. The technology will help everyone live longer and healthier lives, and it will transform manufacturing as it brings jobs back to the U.S."
A plan to build roads into mining projects. Tax breaks for junior mining companies. Does the return to power of the Parti Québécois signal the end to the province's mining-friendly policies? Unlikely, according to Eric Lemieux, equity analyst with Laurentian Bank Securities. In this exclusive interview with The Gold Report, Lemieux says that even if the PQ tweaks current policy, it will take time, and he believes there are plenty of good stories to tell and invest in before that happens.
Rare Earths Could Be a Pawn in Island Spat. . .Again (10/05/2012)
"As China and Japan continue to ratchet up tensions over a group of disputed islands in the East China Sea, many investors may be wondering how the dispute could affect the marketplace."
Gold Backs Off 11-Month High (10/05/2012)
"Gold fell from an 11-month high hit earlier on Friday after the U.S. jobless number fell to the lowest in nearly four years, but prices steadied at lower levels as the employment data was not seen altering a low interest-rate environment."
Gold Traders More Bullish as Holdings Reach Record (10/05/2012)
"Investors are holding the most metal ever through gold-backed exchange-traded products after buying 85.4 Mt last month, the most since July 2011."
Confidence Game (10/05/2012)
"After months of nothing but ugly, the market for resource stocks finally took a meaningful turn for the better."
"Renal denervation devices, designed to treat hypertension, are already tabbed for big sales in that sphere--$2.8 billion by 2020, analysts say. Now, new research suggests the nerve-deadening procedure could benefit diabetics, an even larger patient population."
The Solar Silver Thrust (10/05/2012)
"In early July, Japan announced that utility companies would be paid three times more for electricity sourced from solar. It's widely expected that the premium will ignite the use of solar power—and solar uses a lot of silver."
"There has been a lot of hype about the state of Chinese antimony mining, but the facts are hard to find."
"When will electricity producers in the U.S. switch from natural gas back to coal? It's an important question this week as natural gas prices are breaking out above recent lows."
Anyone who's ever endured a 20-minute blackout knows how important non-stop energy is to a modern economy. Nonetheless, the U.S. energy grid is deteriorating, says Analyst James McIlree of Dominick & Dominick. The bright side is that companies are stepping up to make sure that hospitals, phone service providers and similarly energy-reliant businesses will never have to let their customers down. In this exclusive interview with The Energy Report, McIlree zeroes in on Acorn Energy Inc., a holding company with a portfolio of names that offer much-needed solutions from energy sourcing to delivery.
Pick Biotech Winners Like a Pro: John McCamant (10/04/2012)
John McCamant, editor of the Medical Technology Stock Letter, doesn't care if a scientist or a businessperson is at the helm of a biotech company, as long as management has skill and broad experience. Investors need to look for companies that offer "specifics, catalysts and deliverables." He names exactly that kind of company in this exclusive Life Sciences Report interview.
Solid Q3 for MLPs (10/04/2012)
"This post is going to be light on commentary and heavy on colorful charts as we attempt to take stock of recent performance, seasonality and winners and losers."
Fed, States Ponder 'Green Banks' (10/04/2012)
"As America's clean energy industry takes up position in a no-man's land between subsidies and sustainability, the idea of 'Green Banks' is being touted as a life-line that will push the industry into maturity."
"Notable in Foley and Blackstone's energy investing approach is a lack of short-term bets, such as reading tea leaves for election year policy change, and instead, a focus on long-term exploration and development trends that work regardless of who takes the White House."
When Owning Gold Made You a Target for Execution (10/04/2012)
"In times of economic crisis, people turn to gold just as much as they do when they are fleeing the devastation of war."
What Does Gold Have Going for It? (10/03/2012)
"Gold no longer has a legal role in the world's monetary system, but because of a collapse of faith in sovereign obligations and a coming complete lack of trust in governments and financial institutions, gold is going to quickly become a core banking asset."
Gartman Says 'Everyone Needs to Own Gold' (10/03/2012)
"'Private households are continuing to join the bull market,' says BullionVault head of research Adrian Ash.
Charles Gibson Unearths Hidden Mining Gems in Africa (10/03/2012)
Charles Gibson, from his vantage point in London, has a unique view of mining companies in Africa. Gibson is the head of mining for Edison Investment Research, which writes unbundled investment research on a range of companies from its offices across Europe, New Zealand and Australia. In this exclusive interview with The Gold Report, Gibson talks about some hidden mining gems in Africa.
"The price of gold hit a record high this past week after central banks around the world took measures to stimulate their respective economies."
What's So Important About Gold? (10/03/2012)
"Here at MoneyWeek, we've liked gold for a long time. Back in 2001 when we launched, that was a downright contrarian stance."
"While Russia is politically stable and has 'good' gold resources, state rules hamper efforts to expand production."
So, Who's Been Bidding Gold Higher? (10/03/2012)
"Sentiment toward gold is way below the moments of extreme investor stress seen previously in this financial crisis, such as late-summer 2011."
"Investors should get used to pricier gold. While some dips could appear due to occasional profit-taking, its long-term bull run continues."
The Top Phase 3 Disasters of 2012 (10/03/2012)
"Drug development is a tough business. Sometimes, just when you think you're getting to the pot at the end of the rainbow, you find the trap door one step away."
Markets aren't great—but they're not all that bad, says John Stephenson, vice president of First Asset Management Inc. They were strong enough to allow the fund manager and newsletter writer to increase his portfolio's worth by 30% year-over-year. His advice? Be nimble and buy and sell on your feet. In this exclusive interview with The Energy Report, Stephenson highlights some small-cap companies that may help you book gains—repeatedly.
"Is a 1973-style oil crisis about to engulf the entire world?"
The worst is over, postulates Luisa Moreno. But is modest appreciation in rare earth stocks a symptom of across-the-board improvement in equities, or have fundamentals in the space changed for the better? To tackle these questions, the Euro Pacific Canada analyst gets elbow-deep in metallurgical data. In this exclusive interview with The Critical Metals Report, Moreno lends her razor-sharp analysis to determine the frontrunners as metals prices stabilize.
Aussie Projects Gone to Potash (10/02/2012)
"Speculation that a potash project in Canada has leapt ahead of major Australian projects in BHP Billiton's order of preference have been reinforced by new documents released by the company."
"The precious metals complex is correcting in the near term and we expect that to continue for the next several weeks. Following the correction, we see immediate upside targets of $1,900/oz for gold."
Silver Prices to Benefit from the Golden Cross (10/02/2012)
"We expect silver prices to continue in this multiyear bull market for precious metals and to set new all-time highs in the near to medium term."
What Has Changed in the Gold Market? (10/02/2012)
"If you take the time factor out of charts on the gold price, the pattern of behavior becomes a strong rise followed by a narrow, short consolidation pattern before a further move forward."
Medtech Industry Stock Outlook: October 2012 (10/02/2012)
"Several catalysts for growth exist, including new product cycles, an aging population, geographic expansion, ongoing transition toward minimally invasive techniques and emerging markets."
Pipeline Infrastructure Needed for the Bakken (10/02/2012)
"Roughly a third of natural gas produced in the Bakken in July was flared due to a lack of infrastructure for transporting the resource."
Australian Rare Earth Players Jockey for Position (10/02/2012)
"Everyone is a potential winner when the starter's gun sounds but—by about halfway through the exploration-development equivalent of the 385-yard mark of the marathon—the field is very spread out."
Australian Rare Earth Players Jockey for Position (10/02/2012)
"Everyone is a potential winner when the starter's gun sounds but—by about halfway through the exploration-development equivalent of the 385-yard mark of the marathon—the field is very spread out."
Forget about juggling a basket of country risk in places like South Africa and South America. For his money, newsletter writer John Kaiser would rather take a chance on explorers in his own backyard of the western U.S., based on millions of years of geology and some exciting new discovery methods. In this exclusive interview with The Gold Report, Kaiser outlines the trends, and the juniors staking their claims, in Nevada.
Gold Prices: Here's Why All the Hype Goes Beyond QE3 (10/01/2012)
"The buying trend is likely to continue for the medium to long term as greater liquidity enters the global financial system."
"The majors must invest in the junior miners, which in a bull market could provide great leverage and move exponentially higher in percentage terms than bullion."
Bull Trend Intact for Gold (10/01/2012)
"'On the monthly chart, the bull trend remains intact, with uptrend support at $1,594/oz and resistance at $1,790/oz, the previous high,' says technical analyst Russell Browne at Scotia Mocatta."
QE3 Is Here, Where Next for Gold? (10/01/2012)
"We believe this will push gold above its record highs set in 2011 and are confident of the yellow metal's upside."
Ivory Coast Says It May Negotiate Gold Tax Rate (10/01/2012)
"Ivory Coast is open to discussing with miners the rate of a proposed windfall tax on gold profits but will not back away from the levy meant to capitalize on soaring world prices for the metal, the country's mines minister said on Monday."
Indonesia Digs Hole for Itself with New Mining Laws (10/01/2012)
"The most dramatic effect of the new rules has been on mineral exports, which surged as companies fought to beat a May 6 export tax deadline and plunged thereafter."
Nevada: The Next American Gold Rush (10/01/2012)
"Gold is now what's drawing miners to the Silver State."
"Most of these answers can be found in the middle of the Management Discussion and Analysis (MD&A) in quarterly financial statements."
Better Lucky than Good (10/01/2012)
"It took serendipity, a groundbreaking discovery and 25 years of hard work, but RNAi-based therapies are finally moving from concept to reality."
"I believe the Intel-Stanford platform could have a wide impact throughout medicine. Already, the team wants to use the system to design better flu vaccines, which would affect millions in the U.S. alone."
"When looking at measures such as correlation, performance and risk, two indexes can have very different effects on a portfolio's results."
|"Final results at NXE's Rook 1 point to the quality of the project."|
|"GFG agreed to acquire 560 km sq of mineral rights west of Timmins."|
|"A revised underground mine plan is due by 2017E for ALK's Tomingley."|
|"MAG is nearly fully funded for its development costs at Juanicipio."|
|"PVG's stock rose about 85% from the price when the construction decision was announced to first pour."|