Archives — May 2012 back to current month (212)
Gold Mining Stocks: Now Is the Time to Buy (05/31/2012)
"At these levels, it's time to take a closer look at shares of big gold miners—while they are still a bargain."
"Investors should do their research before buying into a position and keep in mind that gold mining ETFs are not always perfectly correlated with spot prices, although the relationship between the two is fairly positive."
What's Next for Silver Prices (05/31/2012)
"A solid statement from the FOMC meeting announcing new easing, instead of its more recent waffling statements, will get a silver bull market going."
For Patrick Cox, disruptive technologies drive change and harbor opportunity. Cox, editor of Breakthrough Technology Alert and Technology Profits Confidential, and a contributor to The Daily Reckoning, strives to find novel ideas in small-cap companies that are off investors' radar screens. In this exclusive interview with The Life Sciences Report, Cox reveals—in his characteristic none-too-shy style—where he believes investors can find huge returns in biotech companies that will change the world.
Steve Hansen of Raymond James sees the potash market as a barbell, with a handful of large incumbent producers on one end and dozens of junior miners clustered at the other. In this exclusive interview with The Energy Report, Hansen discusses which juniors may migrate to the mid-cap arena and why current share price weakness does not dampen Raymond James' bullish sentiment on the sector, from Canada to Ethiopia.
3 Biotech Stocks That Could Change the World (05/31/2012)
Every investor is in search of a breakthrough that will change the world. Patrick Cox has seen it all before, as an insider at Netscape Communications before it was acquired by AOL Inc. (NYSE: AOL) at the end of 1998, and before Microsoft Corp. (NASDAQ: MSFT) ever noticed that the world was shifting under its feet. The browser revolution began with the straightforward idea that all computer operating systems could be networked with seamless cross-platform ease. I recently interviewed Cox, now editor of Breakthrough Technology Alert and Technology Profits Confidential, for the story "Biotech Ideas That Will Change the World" in The Life Sciences Report. He sees a new revolution in progress as stem cell technologies and targeted therapies begin to change the entire paradigm of medical practice.
"Under a $3.5B stabilization plan being promoted in Germany as the European Redemption Pact, the heavily indebted Eurozone states would use hard assets such as their gold and currency reserves to back a new type of euro bond."
The Fear Factor in Gold Equities: Robert Cohen (05/30/2012)
The market is like a kid that can only ride a bike with training wheels on it, according to Robert Cohen of GCIC Ltd. As portfolio manager of the Dynamic Precious Metals Fund and the Dynamic Strategic Gold Class Fund (sold in Canada) and the Dynamic Gold & Precious Metals Fund (sold in the U.S.), Cohen is expecting a new set of training wheels in the form of a third round of quantitative easing. In this exclusive interview with The Gold Report, Cohen suggests that, as fear among investors continues to drive down stock prices, the market is now primed for patient accumulation.
Bulls Misjudged the Dollar (05/30/2012)
"Trading volume in U.S. gold futures yesterday hit a new 2012 record according to Reuters data, leaping to 484,000 contracts and breaching both the previous high of late January and the current level of open interest outstanding."
"Coal is the reigning champ is this competition, having provided at least 50% of the electricity consumed in the U.S. for many decades. Natural gas and renewables contribute to help meet peak-demand needs, but neither has come close to challenging coal's grip on power."
Patience Pays with Gold and Silver (05/30/2012)
"While some may expect bullion demand to be significantly lower from falling gold prices, demand for gold as an insurance policy on fiat currencies remains high."
"Forecasts for oil prices in the second half of 2012 and on into 2013 are varied, but there's one point on which virtually all agree: Oil prices won't be going down."
Infographic: What Makes Gold Great? (05/30/2012)
"Wars have been fought, love expressed and political landscapes changed through gold. But what makes gold great?
Gold Prices: Making Sense of the 'Death Cross' (05/30/2012)
"This isn't hard to understand when you consider that the dollar and gold have an inverse relationship. If one rises, the other traditionally falls. I don't expect that to last much longer."
"For Sprott's John Embry, the current level represents a strong buying opportunity because nothing in recent months has really been 'gold unfriendly.'
House Votes to Approve FDA Funding Bill (05/30/2012)
"The House of Representatives approved a bill that helps fund the Food and Drug Administration and gives it new authority to prevent drug shortages and speed reviews of medical devices."
Asbury Carbons CEO Stephen Riddle, the fourth-generation Riddle to run the 118-year-old company that bills itself as "the world's carbon and graphite source," is delighted to see sources of natural graphite resurfacing outside of China now that the commodity's price justifies investment in exploration and production. However, in this exclusive interview with The Critical Metals Report, Riddle tells us he's not convinced the buzz about exploding demand is justified—in fact, he worries overzealous producers may tip the balance toward too much supply.
Smaller Canadian-based companies are exploring and producing in countries all over the globe, in areas that may present even greater returns in the coming years. Frederick Kozak, oil and gas research analyst at Canaccord Genuity, draws on nearly 30 years of experience in the field to focus on investment opportunities in locations ranging from New Zealand to Colombia and Egypt. In this exclusive interview with The Energy Report, he discusses hospitable jurisdictions (it's not what you think) and which companies are flourishing in them.
The Flock of Black Swans Facing Gold (05/29/2012)
"While the commodity spectrum as a whole peaked out around 14 months ago, the sheer number of potential black swan events on the horizon could see gold breach $2,500/oz before year-end."
Gold’s 'Contrarian Moment' (05/29/2012)
"Be very cautious about industrial commodities as a whole, at least until we see signs of inflation showing up in earnest, but don't miss this opportunity to use the recent correction to fill out that corner of your portfolio dedicated to gold and gold stocks."
Platinum Glut Diminishing as Bear Market Approaches (05/29/2012)
"The first drop in platinum mine supply in four years and record car sales, the biggest source of demand, are reducing a surplus of the metal and shoring up prices on the brink of a bear market."
"An accident a century and a half ago has provided a major link to one of the biggest quests in all of science: getting a complete map of the human brain. Once we have that under our belts, you will see one biotech breakthrough after another after another."
Strong Evidence of an Important Low in Gold Stocks (05/28/2012)
"There is compelling evidence that the gold shares have completed an important bottom. A rebound is underway and should continue well into June. However, until we see a successful retest of this low, we have no way to confirm if this is the start of the next cyclical bull market."
"Shy of a complete global economic meltdown or a catastrophic natural disaster, long-term supply and demand fundamentals remain strong and that certainly bodes well for a robust and healthy Dr. Copper."
Will Gold and Silver Fall All the Way with the Euro? (05/28/2012)
"What we've seen lately is gold and silver prices moving with (and often faster, both ways) than the euro, but the link remains solid."
M&A Likely to Grow with Deal Premiums and Multiples (05/28/2012)
"The bad news for the IPO market should be good news for biopharma M&A this year. Big companies are increasingly willing to pay a big price for a larger presence, notably specialty pharma and diagnostics."
'Arise and Walk!'—A Miracle Cure in the Works (05/28/2012)
"Stem cell therapies are on the threshold of making truly miraculous cures an everyday event."
Special Report: Richard Russell Calls a Bear Signal (05/27/2012)
In an early alert to subscribers on May 27, Dow Theory Letters Newsletter Writer Richard Russell announced that his analysis of the April to May activity on the Dow Jones Industrials showed the continuation of a primary bear market that started on October 9, 2007. "We are now dealing with the latter part of the primary bear market... subscribers should now follow a course of utmost caution," he said. "As for gold, I think it will be under pressure for a while, but before this bear market is over, gold will embark on a major bull move. The current correction in gold will test every gold bug's nerves," he said. Look for further bull vs. bear market analysis throughout the week.
Gold and silver began a correction nine months ago, but shares of the mines that produce these valuable metals have suffered in a much more exaggerated fashion. Mine2Capital Co-Founder and Partner Alka Singh has prospected for ideas that she believes will maximize shareholder value when the markets turn upward in the relatively near future. In this exclusive interview with The Gold Report, Singh delivers her best junior ideas, and she also sweetens the story with a handful of more liquid names that she recommends in a fear-driven and uncertain environment.
Central Banks Boost Gold Holdings Yet Again (05/25/2012)
"Gold may have fallen out of central bank favor for a few decades, but central banks are realizing that it should be a significant part of a country's foreign reserve base as fiat currencies lose their intrinsic value."
"The rising tension between Tehran, on the one hand, and Washington and Brussels, on the other, is still the single most serious geopolitical element impacting the global oil market today."
Is Natural Gas a Deflation Catalyst? (05/25/2012)
"While a conversion to natural gas has been difficult in the past, we may have the perfect storm of price, technology and politics to propel this initiative to wide adoption."
ASCO Abstracts 2012 (05/25/2012)
"The ASCO abstracts came out last week and a review of the massive data dump has revealed a few nuggets."
Investing in the Eagle Ford Shale Oil Play (05/25/2012)
"Eagle Ford production will continue to rise—production is forecast to jump to 1.2 Mboe/d in 2015—with a surge in drilling permits."
Hitting just the right target and engineering cells to perform certain tasks will unlock the deep secrets of biology and change the entire paradigm of medicine, says WBB Securities President and Managing Partner Stephen Brozak. He is not picking the ultimate winners just yet, but he is playing stem cell and personalized medicine developers as a diversified portfolio, knowing that successes will overpower the also-rans. In this exclusive interview with The Life Sciences Report, Brozak shares names from his list of finalists.
Uranium Is a Deep-Value Sector: Alka Singh (05/24/2012)
Having just founded her own research company, Mine2Capital, Alka Singh has her sights set on the uranium sector, where she sees deep values in a beaten-down industry. With two major catalysts likely to boost spot prices, M&A activity afoot, new mines coming into production and new companies coming to market, well-positioned investors stand to benefit from what just may be a coming boom. In this exclusive interview with The Energy Report, Singh shares what she sees on the horizon.
New Facilities Spotlight Next-Generation Biofuels (05/24/2012)
"Advanced biofuels makers are entering a crucial make-or-break period with the first of a new generation of production facilities about to come on-line."
"In today's volatile market, picking the right time to buy silver is something of a guessing game. But if you are familiar with options, you can let them be your guide in learning precisely when to buy."
Australian Graphite Explorers Kicking Goals (05/24/2012)
"Activity is heating up amongst Australia's graphite explorers, fueling speculation that graphite might just be a boom mineral in the making."
"The House Natural Resources Committee Chairman Rob Bishop said federal agencies 'grossly overestimated' the impacts of uranium mining to justify a 20-year ban on new uranium development on 1M acres in northern Arizona."
Britain's Energy Plan Will Add to Nuclear Capacity (05/23/2012)
"Britain's proposals would guarantee prices for low-carbon electricity and pay producers for backup supplies when renewable sources like wind power fail to meet demand.
First, Do Good When Mining for Gold: Benoit La Salle (05/23/2012)
Benoit La Salle is the founder, president and CEO of SEMAFO, a mining company that rates its work in sustainability and community building as high as it does its gold production. In an exclusive interview with The Gold Report, La Salle tells investors why they should be looking at both gold and West Africa right now; which company report is most important (hint: it's no longer the annual report); and what a company's most critical asset is, no matter its project.
Gold Tests $1,550/oz as Stocks Sink (05/23/2012)
"Gold is acting more as a risky asset and everything is tumbling ahead of the Eurozone finance ministers meeting, where nothing good is really expected."
It's Like Having a 'Fountain of Youth' in a Bottle (05/23/2012)
"Scientists have tweaked a benign virus so that it can extend the lifespan of mammals by up to 24%. And if taken at the right time, this modified virus could extend the average life expectancy for an American to roughly 98 years from the current 78.5."
Hedge Funds Reevaluate Gold's Potential (05/23/2012)
"Although the gold price made a series of higher peaks in the month of February, the relative strength indicator for gold told a completely different story."
Toxic Euro Corroding Gold (05/23/2012)
"The euro is becoming so toxic, even incorruptible gold looks at risk of being corroded by the Esperanto Experiment."
What Does the Oil Price Mean for Gold? (05/23/2012)
"Provided the currencies they do accept in payment for their oil are globally used, oil producers will be content to take currencies other than the U.S. dollar."
"There is a growing body of evidence that gold has formed a potential double bottom around $1,525/oz. This area in the low $1,500s represents a strong area of support."
Superior Biotechnology Leads to Superior Drugs (05/23/2012)
"Revolutions in our understanding of the genome and proteome are opening up new pathways toward vanquishing the cancer foe."
In a sector where the playing field is not always level, Michael Silver, chairman and CEO of rare earth supplier American Elements, makes a case for more cooperation. With China's quotas creating a marked price differential for critical metals, Silver insists that junior miners finally have an opportunity to develop the U.S. resource and manufacturing sectors. Silver shares his vision of a fair market—and his favorite junior miners—in this exclusive Critical Metals Report interview.
MLPs = Good Returns in All Markets: Darren Schuringa (05/22/2012)
With interest rate yields so low, it's not surprising that more investors are flocking to the excellent income and relative downside stability afforded by Master Limited Partnerships and related ETFs. In this exclusive interview with The Energy Report, Darren Schuringa, portfolio manager at Yorkville Capital Management, tells us about MLP sector performance and explains why this arena provides an excellent balance of income and upside potential in a variety of market environments.
Will Algae Biofuels Hit the Highway? (05/22/2012)
"An Arizona-based algae technology company says it's on to something big: harnessing the growth of algae at a commercial scale so that it can ultimately be used as a transportation fuel."
"Crude slipped as agreed to let Western nuclear inspectors into the country, easing concern that the conflict over its atomic energy program would disrupt Mideast supplies."
Mining Stocks: Will the Downturn Last? (05/22/2012)
"For gold and silver miners, the outlook is bright. Their output prices should increase, while their inputs of energy and mining engineer talent will become cheaper as supply increases and energy prices remain at around current levels."
What Is Wrong with Gold Mining Stocks? (05/22/2012)
"There are some potential values beginning to surface in what could be an oversold industry segment where stocks are approaching 52-week lows across the board."
Yukon Juniors with Cash to Burn (05/22/2012)
"Despite a rocky junior market, exploration continues apace in the Yukon, which is set to have near-record exploration expenditures this year."
"The real price of gold appears to have bottomed and looks likely to trend higher in the coming months."
Rare Earth Mining in Quebec (05/22/2012)
"With an investor-friendly market environment coupled with 26 underground open-pit mines and over 300 sandpits, quarries and peat bogs, Quebec's mining industry has thrived over the past decade."
"The fact that variants are rare does not mean they are not useful for drug discovery. Cholesterol-lowering statins, for example, were identified because of rare variants that lead to extremely low cholesterol levels in their carriers."
"Polycom, a video conference and communications company, is helping Saint Vincent Health System build a telehealth network by visually connecting healthcare professionals and patients in virtual environments across 26 facilities in Pennsylvania."
"The 16-doctor panel urged against screening for men of all ages. The report cited the slow growth of most prostate tumors as well as false positive rates that may be as high as 80%."
"The 16-doctor panel urged against screening for men of all ages. The report cited the slow growth of most prostate tumors as well as false positive rates that may be as high as 80%."
Here Come the Aussies (05/22/2012)
"Don't look now, but the order is about to see a new global leader: Australia! Projections now put the country on schedule to displace Qatar as the world's major LNG exporter."
Gold and Silver Long-Term Signal (05/22/2012)
"The reasons why I believe gold and silver will perform well in the longer term are a bit different than what many economists and pundits are expecting."
Time to Buy Oil and Gas Services ETFs? (05/21/2012)
"The influx of hydraulic fracturing created a shale gas production boom in the U.S., and new drilling technologies are playing the key roles in the growth of oil and gas equipment companies."
The elections in Greece and France have shown that in democratic societies the people are the ultimate deciders of how well the best-laid economic plans will work out in the long run. In this exclusive interview with The Gold Report, Leonard Melman, veteran precious metals analyst and publisher of The Melman Report, talks about the implications of the recent European elections on the prospects for the gold and silver markets. He also discusses some of his favorite stock picks for taking advantage of the huge rebound he sees in the metals markets later this year.
From gold and silver to energy and oil services, Frank Barbera, editor of The Gold Stock Technician Newsletter, sees a bright future for commodities and their equities. In this exclusive Gold Report interview, Barbera cites large blue-chip and midtier mining companies, especially those now paying dividends, as favorites and suggests that investors looking to protect retirement savings invest in bond funds outside the U.S.
This Is the Bottom for Gold: John Hathaway (05/21/2012)
"In an interview with Louis James, John Hathaway discusses the U.S. economic outlook and why he's delighted by the current bearish sentiment toward gold."
If You Want to Be a Winner, Follow These Four Rules (05/21/2012)
"Rick Rule capped off predictions for gold, energy and other commodities with four rules successful resource investors must follow."
Euro Crisis Gives Gold Significant Upside (05/21/2012)
"The potential for a secession in Europe and/or a U.S. fiscal crisis represent significant upside risks to gold prices."
Sprott Sees Great Things for Gold and Silver (05/21/2012)
"In an expectedly upbeat presentation in New York, Eric Sprott pointed to a large number of factors supporting his premise that gold and silver will revert back to their rising paths."
No Major Changes in Chinese REE Export Update (05/21/2012)
"The updated 2012 rare earths export quotas China published on Thursday implied a total of 31.438 tons for the year, a slight increase on last year's figure."
From gold and silver to energy and oil services, Frank Barbera, editor of The Gold Stock Technician Newsletter, sees a bright future for commodities and their equities. In this exclusive Gold Report interview, Barbera cites large blue-chip and midtier mining companies, especially those now paying dividends, as favorites and suggests that investors looking to protect retirement savings invest in bond funds outside the U.S.
"A combination of less domestic demand and rising imports means that China is cutting back on its own production of natural gas. But there's more to the relationships that lead to this reduction."
Gold: The World's Friend for 5,000 Years (05/21/2012)
"Beware of the herd mentality that accompanies tech stocks. Groupon has lost more money than all precious metals funds' losses combined. Yet investors have 'defriended' gold recently in favor of the dollar."
What Is Volume Telling Us About Gold Stocks? (05/21/2012)
"If buyers become the dominant player in the market, which could easily occur once gold heads north again, stock prices could push dramatically higher."
How Strong Is Global Gold Demand? (05/21/2012)
"According to the latest 'Gold Demand Trends' report by the World Gold Council, the world continues to have a strong appetite for the precious metal, despite higher prices in the first quarter of 2012 when compared to a year earlier."
World's First Stem-Cell Drug Approved (05/21/2012)
"The decision is historic as it's both the first stem-cell drug going into formal use, as well as the first treatment for graft-versus-host disease, a devastating breakdown occurring after a bone marrow transplant that kills around 80% of children affected."
Aaron Kennon, co-founder and CEO of Clear Harbor Asset Management, shares some of his company's trade secrets in this exclusive interview with The Gold Report. Educating yourself is critical before investing, and Kennon suggests questions to ask, what specialized knowledge your adviser should know and why small-cap and junior resource equities are offering surprisingly thrilling returns.
The Recovery Is an Illusion: John Williams (05/18/2012)
John Williams, author of the ShadowStats.com newsletter, shines light on his interpretations of the GDP, CPI, unemployment and other government statistics in this exclusive Gold Report interview from the recent Recovery Reality Check conference. Highlights include what the money supply measures tell him and why QE3 will be a hard sell.
Counterattack by Bulls Sets Up Gold for Weekly Gain (05/18/2012)
"Heading into the weekend, gold prices looked set for a slight weekly gain by Friday lunchtime in London, having risen 4% from Wednesday's low."
Dramatic Turnaround for Silver? (05/18/2012)
"Patterns indicate a dramatic turnaround in the price of silver is coming—it might have started already."
"A solid majority of survey participants expect prices to rally next week, especially since June gold futures on the Comex division of the New York Mercantile Exchange held the low set on Wednesday of $1,526.70/oz. Many said the selloff was overdone so the rebound was in due course."
Gold Rises 1%, Eyes Weekly Gain as Euro Recovers (05/18/2012)
"Gold bucked the trend in the wider markets, with European shares falling 0.6% and oil prices slipping to their lowest this year."
"Judging from the technicals and recent sentiment data, it is clear that the gold stocks are currently more oversold and much closer to a major bottom relative to the failed recovery in the summer of 2008."
"It has been a tough year for solar power. Solyndra famously imploded, the price of polysilicon dropped 60% and a glut of natural gas has made it the 'new' alternative energy source. But make no mistake about it: Solar power stocks are going to be long-term winners."
Gold Stock Capitulation (05/18/2012)
"Capitulation, the wholesale abandonment of a sector by traders pushed to their emotional limits, is one of the greatest buy signals. And the intense technical weakness and extreme sentimental distress in gold stocks sure looks like one."
Two Culprits in the Oil Demand-Pricing Disconnect (05/18/2012)
"As we wait for a 'floor' in the price of oil, the pundits continue to talk about declining oil demand in the U.S. and Europe. But the figures are beginning to tell us something very different—at least on one side of the pond."
2012 Chinese Rare Earth Export Quotas Updated (05/18/2012)
"On Thursday, the Chinese Ministry of Commerce announced an update to the 2012 allocations of rare-earth export quotas that were first issued in December 2011. This follows a number of other recent announcements from China."
MLP Thoughts: Last Week, Dubbed (05/18/2012)
"This week's MLP price action felt like a crappy copy of last week. Similar, but worse."
Biotech and medtech expose investors to rapid growth in healthcare innovation. In this exclusive interview with The Life Sciences Report, Chief Investment Strategist Alex Daley of Casey's Extraordinary Technology matches science to unmet needs to bring big ideas and big returns to investors.
Lithium Demand Will Rise Significantly: Mansur Khan (05/17/2012)
Lithium is lightest of all metallic elements, with low density and high electrochemical potential. These are essential characteristics that make the element especially suitable for use in various power-storage applications, including electric vehicles (EVs). In this exclusive interview with The Energy Report, Equity Research Analyst Mansur Khan of Dundee Capital Markets talks about his favorite junior lithium stocks that he expects to be major beneficiaries of dramatic growth in lithium-ion battery demand over the coming decade.
Water Key to Fracking (05/17/2012)
"Just as with the gold rush, it's going to be the providers of picks and shovels who grow richest, not the prospectors. Clean water is the picks and shovels for the fracking industry."
"The U.S. Department of Energy identified the 7–10 year period to obtain mining permits in the U.S. as compared to the average 1–2 years in Australia as one of the principal barriers to new U.S. mining ventures."
Precious Metals Market Manipulation? (05/17/2012)
"I'm not at all disinclined to believe tales of manipulation of markets by the state; I expect it, and as a speculator I relish it. But I like to see evidence for everything. And extraordinary claims demand extraordinary evidence."
How Gold Demand Remains Resilient (05/17/2012)
"Demand for gold was relatively resilient in the first quarter of 2012, with global demand falling 5% on a year-over-year basis, says the World Gold Council."
"I think the 30-point rally in gold Thursday is signaling that gold has put in its yearly cycle bottom."
Buyout Options Gaining a Foothold (05/17/2012)
"Deals involving buyout rights have two features that make them attractive to smaller partners: up-front payments and a longer-term path to liquidity for their investors."
"GasFrac is unique in the global fracking industry in that it uses no water, and there is now a growing database that shows its Liquid Propane Gas technology dramatically improves overall oil and gas well recovery."
Silver has been called the most volatile of metals. But volatility produces opportunity, according to Chris Thompson, a top-ranked StarMine analyst with Haywood Securities. In this exclusive interview with The Gold Report, Thompson forecasts a strong year-end for the devil's metal, despite price weakness so far in Q2/12, and shares the names of a select group of companies that stand to profit.
Recovery Via Shared Sacrifice: Lacy Hunt (05/16/2012)
If the people and politicians of the U.S. can't muster the will to reform Social Security and Medicare, the country will slide on down toward what internationally renowned economist Lacy Hunt calls the "bang point." What we'd face on the other side would be bad news indeed. But in this exclusive interview with The Gold Report, Hunt goes on to list a few steps to turn the tide on economic growth. The route won't be an easy one but it would address the debt and begin to improve living standards.
Liquidation of 'Crowded' Gold Trade Pauses (05/16/2012)
"'Market participants have given up waiting for a bounce,' says a Singapore dealer. 'The market will do what it needs to do to clean out the weakly margined before it becomes healthy once again.'"
The Bear Facts of the Bullion Market (05/16/2012)
"This time around, despite all the denials of the fact and protestations to the contrary, the gold market entered the cave of the bear."
Is the Resource Boom Over? A Resounding No! (05/16/2012)
"Adrian Day argues that China's growth is bullish for copper in particular, China's consumption having quadrupled in the past 15 years."
"Australia's mining sector continues to gallop, while the rest of the economy trails behind."
Gold Recovers from 4-1/2-Month Low as Euro Firms (05/16/2012)
"Gold recovered from its lowest since late December on Wednesday, edging back into positive territory as U.S. stocks opened higher after speculation Germany and France will act to keep Greece in the Eurozone lifted the euro into the black."
"Investing in biotech stocks requires not only an understanding of the company's finances, but also knowledge of the company's potential based on its products and technologies. You can reduce some of the guesswork by using exchange-traded funds, which give you exposure without betting the farm on a single company."
"Millions of Japanese homes are bracing for a long, hot summer after Japan's government warned a shortage of electricity generation could lead to mandatory power cuts."
"The Greenhouse Gas Reduction Regulation permits a utility to spend up to CA$62M on vehicle and ferry incentives, up to CA$12M on compressed natural gas fueling stations and up to CA$30.5M on liquefied natural gas stations, for a total CA$104.5M, the ministry said in a statement."
Is the rare earths space an industry in decline, a bubble popped? Not so, according to Jon Hykawy, head of global research and a clean technologies analyst at Byron Capital Markets. Hykawy tells The Critical Metals Report in this exclusive interview that establishing a supply outside of China could breathe new life into this exiled market. While the winners in the industry may be as rare as the elements they mine, Hykawy believes that the financial community is going to have to revisit rare earths once companies start to produce meaningful cash flows.
What Lies Ahead for Junior E&Ps: Bruce Edgelow (05/15/2012)
The landscape of the junior oil and gas industry has changed significantly over the last five years. What will the playing field look like five years from now? These are the questions that ATB Financial's Bruce Edgelow will discuss at his upcoming SEPAC Oil & Gas Investor Showcase keynote address, but in this exclusive interview with The Energy Report, Edgelow gives us a sneak preview. Read on as Edgelow examines which industry trends are likely to continue, and what it will take for juniors to attract investment capital in an increasingly competitive market. The only constant investors can expect, Edgelow argues, is change.
Oil-Rich Canada Looks to China for Growth (05/15/2012)
"Chinese investors have beat out U.S. investors in Canada's oil patch every year since 2009, pumping $12.8B into companies and projects since then. British Columbia and the federal government have embarked on a massive push, spending billions of dollars, to retool the country's infrastructure to facilitate more trade with Asia"
Have Silver Prices Bottomed Yet? (05/15/2012)
"The drop below $30.00/oz that we have alluded to has now happened. We see this as being at or close to a possible buying opportunity."
"The Coalition Against Major Diseases is an industrial consortia of companies willing to share precompetitive knowledge and work in support of projects identified as high priority by the FDA and in the interest of public health."
Trotting the globe in his unrelenting quest for investing opportunities, Bob Moriarty had just completed a 21,000-mile travel-a-thon when he picked up the phone for this exclusive interview with The Gold Report. He liked a lot of what he saw, found plenty of bargains along the way and is willing to name names. Ever the contrarian, he is picking up stocks when everyone else is dumping them; he plans to cash in when the mass of sellers morphs into a mass of buyers and drives prices up.
IMF to Buy Gold Worth $2.3B (05/14/2012)
"The IMF is planning to purchase more than $2B worth of gold on account of rising global risks. The IMF currently holds around 2,800 tons of gold."
"The price of gold and gold futures dropped yet again Monday morning, recording the seventh drop in nine trading days in May so far as industrial commodities, global stock markets and the euro currency all sank amid Athens' failure to negotiate a new coalition government."
"The global palladium market swung from a deficit to an oversupply situation last year largely due to net disinvestment, but is expected to return to a deficit in 2012, said Johnson Matthey in its 'Platinum 2012' report issued Monday."
Have Silver Prices Bottomed Yet? (05/14/2012)
"The fallout from European economic uncertainty is taking its toll on gold and silver prices, along with the associated producers. For those who have yet to enter this tiny market sector or who wish to increase their exposure to it, it appears that a fabulous buying opportunity lies ahead."
Money Slowdown (05/14/2012)
"The resource boom isn't over; someone hit the pause button on the printing presses to take stock and do a review of the attempted fix methods and success achieved to date."
"We anticipate a bottom this month to be followed by a higher low in July or August. The fundamentals should become more clear by the end of the summer and would drive the precious metals complex much higher during the seasonally strong period."
Rare Earth Mining Rises Again in the US (05/14/2012)
"Encouraged by rising prices and political support, new mines are starting up around the world, most notably in Malaysia and in California."
"If you thought the bloodbath was over, think again. Despite falling 50% over the past year, many natural gas stocks are about to enter another major decline. You can use this coming slump to make huge capital gains over the next 12 months."
"Escalating energy prices and volatile fuel costs are spurring governments consider geothermal power and provide incentives for its development."
FDA Panel Recommends Approval of Quad Regimen (05/14/2012)
"The FDA's Antiviral Drugs Advisory Committee agreed with the efficacy outcome, and there was little discussion or debate on the efficacy of Quad."
"High-risk medical devices intended to help obese patients lose weight should result in more weight loss than lower-risk methods, an FDA advisory panel said last week."
Venture Capital Is Not Dead. . .Just Resting! (05/14/2012)
"Summarizing her thoughts on the venture capital model, venture capitalist Lisa Suennen jokingly quoted Monty Python's Dead Parrot sketch: 'It is not dead. . .it is just resting!'"
"Commodities and stocks have been moving closely together since the 2008 financial crash. But this relationship is starting to hit the rocks, with stocks moving higher and commodities moving lower. In this nervous market, you might assume that stocks will begin to drop with commodities, but I propose a different likelihood."
"A great buying opportunity for gold, silver and the miners is likely going to present itself in the near future. I will be watching this price relationship over the next few weeks waiting for a strong entry point for a longer-term purchase. After this pullback concludes, the potential returns that could occur in gold, silver and the miners could be breathtaking."
UMass to Break Ground on Biotech Testing Facility (05/13/2012)
"The facility allows start-up companies to conduct research, test and scale up their products, or partner with other startups. The University of Massachusetts Dartmouth says it will eliminate a common barrier for entering the life science industry."
Nanotech Breakthrough Delivers 'Cleaner' Oil (05/12/2012)
"Researchers recently invented tiny sponges that can soak up huge amounts of oil. I predict that, in as little as a decade, these 'nanosponges' will help the U.S. become more energy independent."
MLP Week Thoughts: Graped (05/12/2012)
"There were lots of market headwinds this week, with oil, gold and stocks all down. The MLP ETF, AMLP, had its ex-date Monday, which added to the pressure."
Gold and Base Metal Plays: Jerome Hass and Jimmy Chu (05/11/2012)
Toronto-based hedge fund managers Jerome Hass and Jimmy Chu of Lightwater Partners discuss their strategic approach to taking long positions on gold, zinc and tungsten opportunities around the world. In an exclusive interview with The Gold Report, the Lightwater principals reveal several precious and base metal plays in which they have purchased stakes and define their criteria for limiting risks when taking on junior mining investments.
John Hathaway is the senior managing director of Tocqueville Asset Management, where he manages all gold equity products and strategies. In an exclusive interview with The Gold Report, he shares why he is and will remain bullish on gold, the advice he most often gives mining companies and the investing advice that has stayed with him for almost 50 years.
Everything You Need to Know About Gold Prices (05/11/2012)
"Gold's hot. Then it's not. Now what? Where did the love for the shiny metal go?"
"Gold prices fell as low as $1,574/oz Friday morning, their lowest level since the first week of January, before recovering some ground, while dealers in major gold-buying countries report continued limited demand for precious metals."
Gold Takes It on the Chin. . .What's Next? (05/11/2012)
"The markets generally overreact to negative news, however, investors should keep in mind gold's normal monthly historical volatility. Throughout the past 20 years of monthly returns, the precious metal generally increased only 0.5% in May and has historically declined in June and July."
Do Eric Sprott and China Still Believe in Gold? (05/11/2012)
"Although gold and silver have been in a 'funk' lately, as Sprott points out, the year is not over and the reasons for holding precious metals have not changed. He also predicts that silver will be the investment of the next decade."
"Colorado-based Molycorp initiated the start-up of its new mill, flotation separator and paste-tailing facility at its flagship Mountain Pass operation, located about 55 miles from Las Vegas."
"Scotiabank economist Patricia Mohr says the pullback in commodity prices remains relatively mild with signs pointing to a rebound this month."
"Scientists have identified two gene-expression profiles that can predict how well breast tumors respond to specific types of chemotherapy, independent of standard variables such as age, tumor grade and estrogen receptor status."
Newly discovered biomarkers could provide physicians with information that will aid in the diagnosis and treatment of disease. The big question for investors is whether, in light of the recent Supreme Court ruling Mayo Collaborative Services Inc. v. Prometheus Laboratories, companies will be able to profit from that innovation. In this exclusive interview with The Life Sciences Report, Kevin DeGeeter, senior analyst with Ladenburg Thalmann & Co. Inc., shares the names of a select group of companies with good prospects, focusing on those targeting "sweet spots" in personalized medicine.
The private panel that began with three key speakers at the April 27-29 Casey Research Recovery Reality Check Summit continues with a second installment in today's Energy Report. This exclusive features Casey Energy Opportunities Senior Editor Marin Katusa, Global Resource Investments Founder and Chairman Rick Rule and Casey Research Senior Editor Louis James, turning their attention to oil and natural gas prices and opportunities in equities.
Canadian Coal Moles: Jerome Hass and Jimmy Chu (05/10/2012)
For low-risk returns, Lightwater Partners' Fund Managers Jerome Hass and Jimmy Chu look seaward. Bulk commodities like metallurgical coal, they explain, offer greater stability because a small number of major buyers determine pricing, while shipping logistics provide a yardstick to determine a project's economics. In this exclusive interview with The Energy Report, Hass and Chu talk about how international supply is shifting and which junior stocks may experience a jump in a steady-as-she-goes market.
36 Billion Reasons to Buy Oil Service Companies (05/10/2012)
"Let's say that the average Marcellus well costs $5M to drill and complete. Multiply that by 7,240 wells. That's $36.2B. That's a big number."
Yorkshire Potash Plan Lights Up UK Mining Hopes (05/10/2012)
"Last week saw plans unveiled for what would be Britain's biggest mining venture since the days of coal."
Looking Under the Sea for REEs (05/10/2012)
"The bottom-of-the-ocean-REE-riches story is back. Scientists at the University of Tokyo and the National Institute of Advanced Industrial Science and Technology have developed a technology that will allow undersea metals to be detected by changes in gravity."
Investment Banker Kevin DeGeeter's Best Idea Yet (05/10/2012)
Personalized medicine and targeted therapeutics are about narrowing down disease to achieve more definitive diagnostics and then finding more precise therapies. One could argue that every person's cancer is a different disease because the tumor cells contain the patient's own genome and are therefore different from the next individual's tumor cells. Newer genetic-based technologies are useful in detecting disease that was previously undetectable. Analyst and Director Kevin DeGeeter of New York City-based investment bank Ladenburg Thalmann & Co. Inc. follows personalized medicine and medical device companies ranging from small- to mid-cap, where investors can still reap multiples on original investment. I recently interviewed him for The Life Sciences Report and learned to look at cancer treatment in a new way.
"The M&A possibilities—as well as deep pipelines—have triggered surging investor interest in the biotech sector."
"Cameco and Rio Tinto are predicting a supply shortage within 18 months. The last time this happened the uranium spot price rose to $138/lb."
One special session at the April 27–29 Casey Research Recovery Reality Check Summit wasn't on the agenda—a private panel for The Gold Report readers with three of the premier summit speakers: Global Resource Investments Founder and Chairman Rick Rule, Casey Research Senior Editor Louis James and Casey Energy Opportunities Senior Editor Marin Katusa. You won't pin them down to a timeframe, but they're looking forward to a buyer's market, as equity prices fall and volatility increases. As Rule puts it, "When the luster is off the sector, it's off all parts of the sector, so in bad markets the best companies are cheap. When the best come cheap, you have to play."
Sell in May and Go Away? Not this Year: Frank Holmes (05/09/2012)
Frank Holmes, CEO and chief investment officer of U.S. Global Investors and a keynote speaker at the New York Hard Assets Conference May 14–15, explains why he believes the old expression "sell in May and go away" is not the advice to follow this year. He counsels investors to look to global stock markets and ride the global wave.
"Here's the math that will blow your mind: A space rock the size of a museum gallery could contain resources worth $100B."
Why Warren Buffett Won't Invest in Gold (05/09/2012)
"'If you buy an ounce of gold today,' says Buffett, 'you can go to it every day and you could coo to it and fondle it, but a hundred years from now, you'll have one ounce of gold and it won't have done anything for you in between."
Gold Slides Below $1,600/oz (05/09/2012)
"Gold futures fell for a third consecutive session as investors turned to the U.S. dollar and shed perceived risky assets."
Bearish Gold Hits Four-Month Low (05/09/2012)
"'Gold seemed to know only one direction today—down,' says Swiss precious metals group MKS."
US May Speed Approval of 'Breakthrough' Drugs (05/09/2012)
"Experimental drugs that show a big effect early in development for treating serious or life-threatening diseases would get a faster and cheaper path to U.S. approval under a proposal likely to become law this year."
"GlaxoSmithKline has launched a hostile bid for Human Genome Sciences, three weeks after the biotech spurned a $2.6B takeover offer."
Scientists Discover New Inflammatory Target (05/09/2012)
"Scientists from Queen Mary, University of London have found a new therapeutic target to combat inflammation. The findings could lead to potential therapies for millions of people who suffer from arthritis."
"The point is not that capturing emissions in a cost-effective and technically feasible manner lacks any merit or that the industry should grouse about regulation. Rather, the public should know that air emissions associated with hydraulic fracturing (where they exist) remain a small part of a very large and complex issue."
The Great Push for Arctic Oil Continues (05/09/2012)
"The Statoil/Rosneft deal illustrates how greater exploration cooperation around the globe can potentially enable companies to provide greater reassurance to their individual shareholders. But this requires a lot of trust."
Gold Rally Should Begin Soon (05/09/2012)
"The bullish expectation is still very much justified. We would need a turnaround very soon though, to continue the mega-bullish expectation."
Different Demands Drive the Gold Price, Part I (05/09/2012)
"The differences in the motives for buying and selling gold have a considerable impact on the price of gold. That's what makes an understanding of these so critical."
"In 2010 Congress, ravenous for revenue to fund Obamacare, imposed a 2.3% tax on gross revenue from U.S. sales of medical devices beginning in 2013. The tax might, however, be repealed."
Investors may still be holding their breath, but larger mining companies aren't waiting around for the price of uranium to go up. No, indeed, they are buying smaller companies on the cheap. In this exclusive interview with The Energy Report, Equity Research Analyst Rob Chang of Versant Partners makes his case for deep value and discusses his favorite plays. With or without Germany and Japan, life goes on for uranium producers.
Straight Talk from The Graphite Express (05/08/2012)
In early May, the Graphite Express Conference rolled in to Toronto for a date with investors looking to punch a ticket to big returns. Twelve companies and two speakers made their pitch to roughly 300 investors at the Sheraton Center, curious to see if the graphite train would indeed pick up pace, and which companies look ready to jump aboard.
Junior Sector 'Primed for Consolidation' (05/08/2012)
"Though metal prices remain high, Haywood noted, investors continue to avoid the junior market. But Haywood concluded its junior market précis reasoning increased M&A activity may be on the horizon."
Will A Euro Breakup Boost Gold and Silver Prices? (05/08/2012)
"We may see a new round of Euro uncertainty this summer, which could lead to the next leg higher in precious metals."
Natural Gas from the Black Sea: A Cause for Optimism (05/08/2012)
"The Black Sea is moving. Ukraine is expected to issue tenders for two new prospects in the next couple of months while companies in Romania are preparing to build on recent discoveries with a new round of drilling next year."
It's This Bad Because It's a Bottom: Eric Coffin (05/07/2012)
Eric Coffin, editor and publisher of the Hard Rock Analyst newsletter, has never heard so much negativity from investors. "Everybody thinks the world is coming to an end," he tells The Gold Report. As a contrarian, all the doom and gloom tells him the market is about to pull out of its tailspin. In this exclusive interview, Coffin talks about the hard-hit juniors in the Yukon and why it's an area play he still believes in.
Are developed nations across the globe at the precipice of oblivion? Yep, says pundit John Mauldin. Fresh after the announcement of a new joint venture with Casey Research and the conclusion of his own Strategic Investment Conference in Carlsbad, Mauldin spoke to The Gold Report. He believes that investors have a small window to save their investments from the end of the debt supercycle, but they'll have to move fast.
Warren Buffett and Charlie Munger Tag Team Gold (05/07/2012)
"The United States and the Federal Reserve system holds more gold than any other country in the world."
Keeping the Decline in Gold Stocks in Perspective (05/07/2012)
"With the current low valuations and extreme negative sentiment combined with the strengthening real price of gold (which implies future margin increases), we have little worry that this sector will explode in the coming years."
"This is going to be a rather volatile week for investors, a time to wear your hard hat and exercise patience with your trading activities."
Derivative Manipulation Hits the Oil Market (05/07/2012)
"The real reason we have witnessed a retreat in crude pricing has little to do with the condition of the market or the actual demand for product. It is the result of a classic yo-yo short in anticipation of a major advance in the price."
"Virtually every substance vital to modern life will become enormously expensive—and profitable for investors who know how to play it."
Researchers Tap into the Final Frontier: The Sea (05/07/2012)
"Currently, 13 therapeutic agents with marine origins are in clinical development."
Gold Is at or Very Near a Long-Term Bottom (05/07/2012)
"As soon as Bernanke broke the dollar rally, gold lost all of its downside momentum. This has turned gold's B-wave decline into a mostly sideways consolidation for the last two months."
MLPs Float on Falling Tides (05/07/2012)
"The sky is not falling and MLPs held steady this week, with the MLP Index down just 0.6%."
The Dollar & Gold Have Eyes on Europe (05/05/2012)
"I remain a gold bull in the long term. However, in the short run the dollar has the potential to outperform gold under the right circumstances."
The Emperor is Naked: David Stockman (05/04/2012)
A "paralyzed" Federal Reserve Bank, in its "final days," held hostage by Wall Street "robots" trading in markets that are "artificially medicated" are just a few of the bleak observations shared by David Stockman, former Republican U.S. Congressman and director of the Office of Management and Budget. He is also a founding partner of Heartland Industrial Partners and the author of The Triumph of Politics: Why Reagan's Revolution Failed and the soon-to-be released The Great Deformation: How Crony Capitalism Corrupts Free Markets and Democracy. The Gold Report caught up with Stockman for this exclusive interview at the recent Recovery Reality Check conference.
The Case for Higher Gold Prices (05/04/2012)
"Commodities investor Peter Krauth believes gold prices will eventually hit $5,000/oz in a 'superspike.' And that could mean even sweeter returns for gold investors over the long haul."
Platinum in Desperate Need of a Game Changer (05/04/2012)
"Unless there is a real, game-changing shift in South African production, there is a danger of the structural surpluses now present in the platinum market becoming 'hardwired' into the system."
Apple Is a Want—Global Resources Are Needs (05/04/2012)
"We need companies to grow our food; we need oil, natural gas and coal to fuel our cities. We need to drive to work and school each day, and we need to keep our house warm in the winter and cool in the summer. And so do the other 7B people on the planet."
China Buys Gold. . .No Matter Who's Selling (05/04/2012)
"Someone is selling in size; someone is buying in size. That's what makes markets, as the saying goes. The seller in this case is very large and very sloppy, perhaps intentionally so. The buyer is also very large, but very patient and methodical. Trapped between these two powerful opposing market participants we find a 'range-bound' gold market."
When studying stock charts it is not hard to see sharp spikes up and deep nosedives related to development milestones and setbacks in the life cycle of a drug or medtech company. The analysts at San Diego-based Sagient Research Systems have made a science out of following the regulatory and media events that can move stocks. In this exclusive interview with The Life Sciences Report, Sagient Vice President Michael Hay and Senior Analyst Jocelyn August demonstrate their expertise with actionable ideas and provide names of companies through which investors might reap profits.
An Oil and Gas Play-by-Play: Chen Lin (05/03/2012)
Chen Lin isn't one for doom-and-gloom prophecies, nor is he particularly interested in energy-related political squabbles. As the title suggests, the publisher of What Is Chen Buying/Selling? is first and foremost a trader, and he's booked the profits to prove it. In this exclusive interview with The Energy Report, the ever practical Lin discusses where to look, when to buy and which names will have him coming back for more later this year.
Is there a developing Silicon Valley model in Canada? Not quite yet, but Publisher and Founding Editor Nick Waddell of the Vancouver-based Cantech Letter would like to see that happen. Meanwhile, he's looking for—and finding—exciting small- and micro-cap ideas as potential big returners. In this exclusive interview with The Life Sciences Report, Waddell discusses current favorite healthcare names that will surely surprise people who have not been looking North.
Catalytic Events Move Energy Stocks: Jocelyn August (05/03/2012)
While high-volume stocks often seem to move on market momentum alone, small- and midcaps usually rise and fall in tandem with their own newsflow. Jocelyn August of Sagient Research Systems has found this to be true in the drug and medical device fields, on which the firm has long been focused, but it's just as applicable to the natural resources industries, including oil and gas. In this exclusive interview with The Energy Report, August discusses which looming catalysts may send a select group of energy stocks higher—or lower.
"So what does this mean for the mining industry? There are suggestions that one of the few ways Julia Gillard can win back voters is to revoke the carbon tax, which she introduced to appease the Green Party."
Bullion: Volatile Within a Bull Market (05/03/2012)
"Whenever gold sells off, big buyers come in to take advantage of lower prices. This is a pattern we've seen consistently and we expect it will continue. Meanwhile, gold has also become addicted to the Fed's actions."
The Most Boring Gold Market Ever? (05/03/2012)
"We've just had the quietest 40 days since the financial crisis began. How often are gold prices as range-bound as this?"
"There is a major trend for central banks to avoid the global open market when buying because the moment professionals in the market are aware of the presence of a central bank, prices tend to jump."
The Return of Cheap Oil? (05/03/2012)
"Will new energy discoveries and new technology sink oil prices? Will lower oil prices rescue the world from the Great Correction? Maybe, says Porter Stansberry and a good number of analysts and experts."
What is the 'ASCO Effect'? (05/03/2012)
"The ASCO Effect move often starts in April. But there's almost always an additional stretch in May during which oncology stocks experience near-vertical spikes in very short periods."
Catalytic Events Moving Gold Stocks: Jocelyn August (05/02/2012)
Sagient Research Systems is known for its investor research in the drug and medical device field, but the firm has also tailored its scientific approach to market-moving catalysts in the precious metals industry. In this exclusive interview with The Gold Report, Senior Analyst Jocelyn August discusses looming events in a select group of natural resource stocks that are expected to move as information flows out.
Caribbean Island Gold: Scott Jobin-Bevans (05/02/2012)
Scott Jobin-Bevans, immediate past-president of the Prospectors and Developers Association (PDAC), candidly assesses the political, environmental and technical challenges facing foreign companies exploring for gold and other minerals on the Caribbean island of Hispaniola. In this exclusive interview with The Gold Report, we learn that the majors are paving the way for junior mining firms on the island, which holds much buried treasure, despite environmental and political challenges.
Gold Prices: How to Climb the 'Golden Staircase' (05/02/2012)
"It typically takes 12–18 months for gold to establish a new price high once it retreats from a strong run-up. Eight months have already passed since gold reached $1,900/oz. The 'Golden Staircase' theory tells us that it will take 4–10 months to see new highs."
"In an attempt to maximize the profits on our investments, we consider the timing of any purchase of precious metals mining stocks to be of paramount importance."
An Airline Buys an Oil Refinery. Why? (05/02/2012)
"Increasingly, market observers have said that a steady flow of Bakken crude to the East Coast could be the savior of that region's beleaguered refining sector. Delta may be first in line to test that on a consistent basis."
"Elevated oil prices have little to do with speculation: A tight supply-demand balance ensures that oil prices have ample support."
Good Policy, Good Profits in Natural Gas (05/02/2012)
"This executive order will improved communication between government agencies, something that has been sorely lacking in energy policy for the better part of 40 years. It will also reduce overlapping regulations."
Is Gold the Best Long-Term Investment? (05/02/2012)
"Apart from the loose monetary policies and heightened macroeconomic uncertainty in many parts of the world, there are three main factors that will support gold prices."
The rare earths business isn't unlike a Formula One race, according to Carolyn Dennis, vice-president and senior analyst with Dundee Capital Markets. Companies are speeding to reach production and find strategic partners to grease the wheels to the finish. While several companies are laps ahead of their competitors, Dennis is watching a few names that could come up from behind. In this exclusive interview with The Critical Metals Report, Dennis discusses which companies could see the checkered flag and reap big profits.
China and India have returned to the potash markets, stabilizing current prices as long-term demand continues to grow. In this exclusive interview with The Energy Report, Corey Dias, who covers the industry for MGI Securities, brings us up to date on industry developments and shares why Brazil-based companies offer huge potential for prudent investors.
Update on the Shale Gas Revolution, Part 1 (05/01/2012)
"While it may be cheaper to build gas liquifaction and re-gassification plants, their economics will not overcome the huge price differential of products versus raw gas quickly. This could mean that new LNG plants may not be built, in favor of GTL plants."
"Expect distribution ex-dates and more equity offerings to hold MLPs down further, until a catalyst like commodity prices or positive economic data changes the current environment."
"Investment fund manager and author of the Gloom, Boom & Doom Report recommends physical over mining stocks and says that worldwide printing of money assures long-term support."
"It may not be a first-order recovery for mining project financing, but there are more than a few reasons to be cheerful in the mining space, Hallgarten's Christopher Ecclestone suggests."
Bernanke Has Broken the Dollar Rally (05/01/2012)
"So far all of the pieces are starting to fall in place to initiate the very early stages of what I think will eventually become another huge momentum move similar to what happened in silver and gold last year."
Incentive Distribution Rights Data (05/01/2012)
"IDRs are not dead. In fact, of the last 10 MLP IPOs, nine had IDRs, including 100% of the last 10 midstream IPOs."
|"VIT's Eagle gold project is shovel-ready, with all permits in hand and an agreement with the local First Nations."|
|"PGLC's Relief Canyon is primed for production and we expect it will be one of the next projects to enter production in Nevada."|
|"AKG reported Q4/16 production of 57 Koz, which compares favorably with our estimate."|
|"I am very pleased to see POE is making good progress at East Jabung; individual investors seldom get into this kind of world-class asset."|
|"Our thesis is that GUY provides a rare combination of a high margin, long life asset, gold price optionality and M&A potential."|