Archives — September 2012 back to current month (194)
Last Call for Cheap Gold (09/30/2012)
"While the investment climate remains challenged in South Africa due to concerns for future political stability, gold investors with physical coins and bullion are guaranteed to see some enormous returns in the aftermath of the strikes."
"After another pricing pullback of almost 10% last week, crude oil prices rebounded on the back of an unlikely source."
"Would you choose gold because of the macroeconomic factors supporting the rise of the precious metal or do you put your money on Apple because of its overwhelming popularity?"
Play Rising Silver Prices with These ETFs (09/28/2012)
"Silver ETFs outperformed gold ETFs, despite investors usually preferring the yellow metal."
While the markets have been on edge for the past year or so and have left most investors bewildered as to what to do next, portfolio manager and author John Stephenson thinks that the course is set for higher gold prices. In this exclusive interview with The Gold Report, Stephenson explains why he thinks we will avoid a worldwide economic crash and how the continuing QEs and foreign government bailouts will push more investors into the gold and mining share markets as gold moves above $2,000/ounce. He also talks about some of his favorite gold mining names that should be good vehicles to profit from this move.
The Intermarket Explanation for Coming Gold Bubble (09/28/2012)
"While some of the newly created money and debt will find its way into gold, the biggest inflows into gold will come from other markets and particularly bonds."
Gold in Euros Sets New High as Crisis Escalates (09/28/2012)
"Gold prices hovered near seven-month highs, above $1,780/oz, for most of Friday morning's London trading, while stocks failed to hold early gains after analysts interpreted Spain's budget as 'laying the groundwork' for a formal bailout."
Gold Prices Heading for $2,000/oz This Year (09/28/2012)
"The stage is now set for gold prices to gain some traction and challenge its all-time high."
"A global rush toward currency debasement suggests precious metal prices are more likely to rise than fall over the foreseeable future. Cook highlights three top picks, including Lydian International."
A Good ETF to Play Silver Miners (09/28/2012)
"There's a product that has come to market recently that does offer investors some semblance of sector-level performance for silver stocks: the Global X Silver Miners ETF (SIL)."
First Tidal Power in U.S. Starts Flowing to the Grid (09/28/2012)
"The Ocean Renewable Power Company announced that its TidGen tidal turbines have started providing power to a utility grid owned by Bangor Hydro Electric Company, the first time that any offshore power generation facility has fed electricity back to a utility grid in the U.S."
Illumina Aims at Roche for Tests Seen Worth $25B (09/28/2012)
"Illumina Inc. bought BlueGnome Ltd. for an undisclosed sum, its first foray into the diagnostics market. Life Technologies Corp. is also after small diagnostic businesses, most recently Navigenics Inc., which it acquired in July."
Three Mega Forces of the Energy Trade (09/27/2012)
"There are very few sure things in markets and investing. So I don't say this lightly: The price of a barrel of crude oil will average over $125/bbl this decade."
What is Energy Efficiency Doing to Power Demand? (09/27/2012)
"Macquarie Equities Research said in a client note several days ago that energy efficiency measures really do seem to be having an impact on electricity demand, and the effect is likely to continue."
Once the subject of intense political debate, stem cell therapies may soon be a therapeutic mainstay of healthcare. In this exclusive interview with The Life Sciences Report, LifeTech Capital's President and Senior Managing Director of Research Stephen Dunn explores the history of stem cell therapy and discusses companies that are reviving this "old" technique for profit.
Supply threats in the Middle East have governments around the world hoarding oil, largely in secret. But it didn't get past Raymond James Director for Energy Research Marshall Adkins, who noticed the 200 million-barrel discrepancy between what was pumped and reported global oil reserves. Where did the missing oil go, and why don't prices reflect this substantial surplus? More importantly, what happens once the reality of an oversupply sets in?—A tough six months, Adkins expects. Read on to find out where you can hide when prices plummet.
"Gold prices are likely to receive only limited support from the labor unrest in South Africa, as the yellow metal's price is being underpinned by other factors, metals analysts said Thursday."
"A flexible device that is just nanometers thick can fight post-surgical infections or even capture images—until its work is done, when it vanishes."
Steve Cochrane Finds Value in Far-Flung Locales (09/26/2012)
There's a point in a country's emergence where the perceived risk by investors doesn't correspond with the real risk, says Steve Cochrane, an investment adviser with Macquarie Private Wealth Inc. When that divergence occurs, it's the best opportunity to invest. Cochrane sees such a divergence right now in Cambodia, a land with vast untapped resources. In this exclusive interview with The Gold Report, he talks about how investors can profit from Cambodia's entrance onto the world economic stage, as well as promising companies in far-flung locales.
Brien Lundin expects money printing by the Federal Reserve to raise gold above its $1,920/oz high, and as editor and publisher of Gold Newsletter, he considers it his job to show people how to profit. In this exclusive Gold Report interview, Lundin explains why he believes it is time to be aggressive in equity positions and names companies that could benefit the most from the coming leg up.
"Here's why the silver bull party is still going strong. . ."
"Currency market changes leave room for gold and silver to act as that measure of value, as currencies fall against them."
"Gold dipped beneath $1,760/oz for the third time this week in London on Wednesday morning, gaining against the euro and sterling as those currencies fell faster and rising back towards last week's new all-time high versus the Swiss franc."
"The short answer is no, says Credit Suiss."
Unfreezing Arctic Oil (09/26/2012)
"Don't write off the Arctic as a boon for oil companies just yet."
Orbite to Milk Fly Ash for Rare Earth (09/26/2012)
"Orbite Aluminae takes aim at fly ash with a process that can extract aluminum and rare earths from atypical sources--economically."
China Crackdown to Support Rare Earths Prices (09/26/2012)
"A crackdown on small, inefficient rare earth producers in China is likely to further restrict supply from the world's biggest producer of the minerals and support weak prices."
The Great Graphite Supply Shakeup: Simon Moores (09/25/2012)
Investors who remember the lithium boom (and bust) a few years ago may be twice shy to enter a space with big upside potential tied to electric vehicles. But the parallels between graphite and lithium are superficial, insists Simon Moores, analyst with Industrial Minerals. Graphite, unlike lithium, supplies layers of demand, with reliable end-users in the steel industry. Meanwhile, China's production lull is making way for market entrants. In this exclusive interview with The Critical Metals Report, Moores profiles graphite miners around the world competing for the market's attention.
Fracking in the U.S. is here to stay, affirms Keith Schaefer, editor of the Oil & Gas Investments Bulletin. North American business is dependent on cheap energy, and even energy utilities are switching from coal to natural gas. Although environmental concerns remain, the industry has incentive to do the right thing, says Schaefer. In this exclusive interview with The Energy Report, Schaefer profiles service companies that are using cutting-edge technology to make fracking safer, greener and cheaper.
"The idea is to make it more efficient for corporate investors to evaluate outside firms and to give smaller companies access to the manufacturing, marketing and distribution expertise of established businesses."
This U.S. Lab Just Hit a Nuclear Fusion Milestone (09/25/2012)
"If just a fraction of all these new findings live up to their promise, we're still looking at a very bright future indeed."
Investors Add Nearly $3B to Gold ETFs in September (09/25/2012)
"SPDR Gold Shares has seen net inflows of $2.1B in September, while iShares Gold Trust has gathered $615M, according to ETF flow data from IndexUniverse."
Citi Raises Gold Price Forecasts for 2012–13 (09/25/2012)
"The bank increased its 2012 price forecasts for gold, silver and platinum by about 2%, 5% and 1.5%, respectively, while it cut its earlier forecast for palladium prices by about 1.7%."
Two Key Rules for Avoiding Stock Bubbles (09/25/2012)
"Sky-high stock prices can't persist without sky-high profit margins."
"Physical gold and silver investments can take up a core position in an investment portfolio because they offer an easy way to have some wealth stashed out of dollar-denominated assets."
For Most Biotechs, the Tough Times Continue (09/25/2012)
"The overall assumption continues to be that many biotech companies are finding it difficult to raise money, generate revenue and simply keep the lights on. But what is the reality? In some respects, the hard times continue, but the picture is a bit mixed."
"Activists and opponents of the controversial rare earth plant in Kuantan say the high court has put Lynas' temporary operating license on hold."
"Lower real rates could imply higher inflationary expectations in the future, therefore gold is bought as a hedge against this possible inflation."
Firms Pen Deal for Mali's First Gold Refinery (09/24/2012)
"Mali is Africa's third-biggest gold miner behind South Africa and Ghana, and is on track to raise output despite the chaotic aftermath of a military coup, which allowed militants to seize control of northern regions."
"For the week ended Sept. 18, speculators in the Commodity Futures Trading Commission's weekly commitment of traders report saw their net-long positions in precious metals rise in both the legacy and disaggregated reports."
"Over the longer term, the fact that real interest rates are likely to remain negative for an extended period bodes well for gold, especially given the inflation concerns that come with QE3."
"A leading precious metals consultancy, Thomson Reuters GFMS, has forecast that investors will buy record amounts of gold in the remainder of 2012."
Worldwide monetary creation today has implications for the watchful investor in gold and silver. In this exclusive interview with The Gold Report, Leonard Melman, publisher and editor of The Melman Report, explains why, and shows who will be well positioned to benefit from current economic stimulus strategies.
Gold 'Still a Buy' as Alternative to Money (09/24/2012)
"Gold prices dropped to $1,757/oz Monday morning in London, 1.7% off a seven-month high hit briefly last Friday, as stocks, commodities and the euro also ticked lower and U.S. Treasuries gained amid signs of an ongoing political stalemate in Europe."
"Discovered in 2004, this graphene has turned the world on its ear. Since then, experts around the globe have heralded it as the hot new commodity that could change everything from satellites to semiconductors. But it's only a part of a larger story that includes other 'miracle metals.'"
Oil & Gas Stock Outlook (09/24/2012)
"While the Western economies exhibit sluggish growth prospects, global oil consumption is expected to get a boost from sustained strength in the non-OECD countries that continue to expand at a healthy rate."
The Shale Boom Isn't All Shale (09/24/2012)
"The term 'shale' is getting thrown around a bit too casually. It's a lot more complicated than that."
Curing Diabetes with 'Self Cell Therapy' (09/24/2012)
"One tiny company, incorporated in America but with roots in Israel, has what I believe will be an actual cure for many diabetics and a vastly improved therapy for those it does not cure completely."
Four Biotech Ideas with Legs to Run (09/24/2012)
I had an opportunity to ask George Zavoico a few questions for The Life Sciences Report. Zavoico is senior biotechnology analyst at the boutique investment bank, MLV & Co. He originally got his career underway as a research scientist and worked in big pharma at Bristol-Myers Squibb, as well as small biotech firms Alexion Pharmaceuticals and T Cell Sciences (now Celldex Therapeutics). Zavoico is a guy loaded with knowledge about molecular biology, drug development and the needs of patients, and this was a great opportunity for me to get a few haunting esoteric questions off my mind.
London Sees Oil Prices on the Rise (09/23/2012)
"The overwhelming consensus in Europe is that oil will rise, absent exogenous economic or financial problems."
Renewable Power Is Coming Back (09/23/2012)
"Prices are falling and there are clear industry front-runners. The question is: Which form of power will achieve grid parity first?"
A Cyber War on Cancer (09/23/2012)
"New strategies are hoping to put an end to the war that Richard Nixon declared four decades ago."
When Leily Omoumi, a gold analyst with Scotiabank in Toronto, turns her engineer's eye on a mining company, she can translate insight into profits for investors. The Gold Report caught up with Omoumi at the Denver Gold Forum for this exclusive interview, in which she discusses misunderstandings about Eastern European and West African mining companies and identifies opportunities in Canada and Armenia.
Prospect generators Duane and Morgan Poliquin of Almaden Minerals Ltd. have a business model that works: Find a prospect. Drill early and cheaply. Attract partners to help pay for development through investments, options or joint ventures. Rinse and repeat. Read the details in this exclusive Gold Report interview.
Platinum Output Disruption: It Ain't Over Yet (09/21/2012)
"The platinum mining sector will now almost certainly remain the hotbed for the inter-union struggle and increased workforce instability."
"Heading into the weekend, spot gold would make its fifth straight weekly gain if it closes above $1,770/oz later today, while gold in euros remained within 1% of last year's all-time high this morning."
All Signs Now Point to Gold (09/21/2012)
"Rising money supply, declining purchasing power and annual deficits are giving the all-clear to include gold in your portfolio."
"The big move in gold prices this week after the bond-buying announcement by the ECB and hopes for more stimulus from the Fed next week has most participants in the weekly Kitco News Gold Survey suggesting values for the yellow metal could rise again."
"Mining companies are likely to cut the outstanding gold hedgebook by some 20 tons this year, precious metals consultancy GFMS said in a report on Friday, after they reduced remaining hedges by 6 tons in Q2/12."
Why the 'Golden Cross' Is a Big Deal (09/21/2012)
"Investing in gold and silver already offered staggering profit potential, and the opportunities just got even brighter. Gold this week reached a 'golden cross' and silver is perched to traverse one in a matter a days, following successive weeks of bullish trends in both precious metals' markets."
Gold-Silver Ratio Declining As US Dollar Collapses (09/21/2012)
"Silver has been outperforming gold over the past 10 weeks as investors are hoarding poor man's gold to hedge against worldwide quantitative easing."
Three New Findings Change Our View of the Brain (09/21/2012)
"By solving the brain puzzle, we will rid mankind of many cruel diseases while making our physical world smarter and more in tune with the way our minds work."
Investing in companies devoted to orphan diseases sounds counterintuitive, but Senior Research Analyst Kimberly Lee of ThinkEquity has singled out the space as one with the potential for huge returns. In this exclusive interview with The Life Sciences Report, Lee shares her very best ideas, identifying companies that will be propelled by vigorously growing revenues and will also appeal to investors who understand the unmet needs of patients and the numerous incentives available for developing life-saving drugs.
When Money Dies (09/20/2012)
"Most gold bugs agree that when the dollar dies, the price of oil will rise right alongside the price of gold."
Everyone agrees that high energy prices are here to stay, so most companies should perform well in the long run. But what about near-term opportunities? Taylor MacDonald, associate portfolio manager at Pathfinder Asset Management, is looking to service companies for industry outperformance. In this exclusive interview with The Energy Report, he describes why proprietary niche service companies virtually own the markets they are establishing.
Gold Miner ETFs Outperforming Gold at Last (09/20/2012)
"The price of gold versus gold equity has been artificially high over the past few quarters and is now leveling back to a more 'normal' ratio."
QE3 Is Strong Medicine for Dr. Copper (09/20/2012)
"The biggest winners from the Fed's move are likely to be emerging stock markets. And in those markets, the biggest winners may just be commodity stocks."
A market hangover may be causing suffering among gold mining equities, but some cash-rich companies still beguile investors with record-breaking dividends. Dividend distributions are up by about one-third year-over-year from many major mining companies, according to David Christensen, chief executive and president of ASA Gold and Precious Metals Limited. The Gold Report spoke with Christensen at the Denver Gold Forum in this exclusive interview.
Best-selling author John Mauldin of Mauldin Economics says the EU is only left with choices that range from bad to disastrous. Meanwhile, Republicans and Democrats will have to hold hands and walk off the cliff together to solve U.S. economic problems. In this exclusive Gold Report interview, Mauldin expands on his comments at the Casey Conference, "Navigating the Politicized Economy." Read more about the consequences of those choices and necessary compromises—and how he would reform the U.S. tax code.
Sudan Opens First Gold Refinery to Boost Exports (09/19/2012)
"Sudan is increasing its gold production after losing three-quarters of its oil output when South Sudan became independent in July last year."
Investing in Gold After QE3 (09/19/2012)
"Investors should get used to pricier gold. While some dips could appear due to occasional profit-taking, its long-term bull run continues."
Very Bullish Long-Term Outlook for Silver Stocks (09/19/2012)
"The long-term technical outlook for silver producers is potentially nothing short of super bullish."
"Traders said the BOJ's move had boosted price expectations for metals, which tend to rise in value as paper currency depreciates, while the price rise also forced shorts to cover as trading in Europe began."
Platinum Mines Fail to Lure China (09/19/2012)
"Now, with assets at rock-bottom prices, rumors are swirling about whether the Chinese will finally start pulling their weight in a sector in which they have so far only been a consumer."
Drug Giants Establish Problem-Solving Initiative (09/19/2012)
"Our mission at TransCelerate BioPharma is to work together across the global research and development community and share research and solutions that will simplify and accelerate the delivery of exciting new medicines for patients."
Why Bernanke Refuses to Let Oil Prices Fall (09/19/2012)
"Although short-term political considerations demand the oil price fall periodically in order to give U.S. consumers a temporary break, the oil price hasn't been allowed to drop below the $70/bbl level in the last three years of the financial market recovery."
Project Funding in the Mining Sector (09/19/2012)
"We are now seeing investment funding and credit becoming available to mining companies from the private sector."
"The central bank's third attempt to print prosperity has spurred a new round of balance sheet analysis and gold price targets."
Research Gives Insight into Graphene-Metal Junctions (09/19/2012)
"A University of Arkansas researcher and his colleagues have developed a better understanding of how graphene-metal interfaces affect the movement of electrons through two-terminal junctions."
Got a rare earth deposit? Great. Got a mine? Even better. But do you have a processing plant? No? That could be a problem. The market doesn't understand how complex and expensive solid-phase rare earth extraction can be, but Metals Consultant Jack Lifton is here to put it into layman's terms in this exclusive interview with The Critical Metals Report. Lifton discusses processing innovations from North America, Germany and India that are changing the cost picture. He even names some companies that could see huge changes in their bottom lines in the coming years.
Bob Moriarty knows his own mind, and his frank, no-nonsense commentary has won him a large following of devoted fans—not to mention a track record of outstanding returns on investment. In this exclusive interview with The Energy Report, the irreverent, irrepressible 321energy.com founder shares his take on energy markets. Although he describes today's markets as the most irrational he's ever witnessed, he asserts that energy stocks—many of them massively undervalued—are bound to reward long-haul investors like himself. "You don't have to pick stocks in this environment," he advises. "Just take a dart and throw it."
Three Factors Point to Higher Oil Prices (09/18/2012)
"The problem is that prices are not just reflective of new supplies, either too much or too little. By focusing only on how much is there, these analysts fundamentally provide a distorted view of the market."
Improving Your Value Investing (09/18/2012)
"You can greatly improve the odds in your favor by adding earnings momentum to your stock selection framework."
Solar Investment Opportunities (09/18/2012)
"While panel and cell manufacturers are barely treading water these days, installers, engineering firms and tech plays are cleaning up."
When You Should Stop Buying Gold (09/18/2012)
"Ron Rimbus argues to give up one's gold when governments give up on fiat currencies—but not a moment sooner."
Are Stroke Drugs Better than Stents? (09/18/2012)
"Research that suggests prescription drugs are as good or better at preventing strokes than interventional procedures is prompting doctors to recommend against carotid surgery and carotid stent implants in most patients who haven't had stroke symptoms. The shift has broad implications for large medical-device makers that make carotid stents to open neck arteries."
"North American drivers are now competing with global drivers—and global industry—for cheap American crude."
What does high grading have to do with the disconnect between high gold prices and low valuations among junior and mid-cap producers? In this exclusive Gold Report interview, Brock Salier, a mining analyst with GMP Securities Europe LLP in London, explains high grading and provides insights into the future of gold mining in Africa, from high-grade underground assets to low-grade near-surface discoveries.
Central Bank Policy 'Hugely Bullish' for Commodities (09/17/2012)
"Despite recent euro strength however, the cost of buying gold in euros remained within 2% of its spot market all-time high during Monday morning's trading."
Is Silver Fast on Its Way to $50/oz? (09/17/2012)
"If silver continues to follow the pattern that gold formed, then we can expect a massive spike toward $50/oz and beyond, very soon."
Gold Futures Struggle for Direction Post-Fed Glow (09/17/2012)
"Gold futures weaved in and out of the red Monday, looking for a firmer direction after they rallied strongly last week on the Federal Reserve's latest bond-buying plan."
Mali's Gold Industry Resists Turmoil (09/17/2012)
"The chaos that erupted in the months since the military staged a coup d'etat has left the country's twin economic engines, the cotton and gold industries, essentially untouched, in contrast to the vast economic damage caused by coups and conflicts in West African neighbors like Guinea and Ivory Coast."
The Next Recession Will Be Triggered by Oil (09/17/2012)
"Any move of 100% or more in energy prices within a year has historically been the straw that breaks the camel's back.
"We're getting very close to the day in which we augment robots with 'smart' human tissue. We'll grow tissue in labs and equip it with onboard electronics made possible by nanotech circuits."
"The push into Alzheimer's would expand the scope of Medtronic technology that’s been used for two decades to treat pain and spasticity."
"Medical devices that connect to the iPhone include glucometers, heart rate monitors and fitness sensors. The iPhone also can act as a Smart Ready hub to connect Smart peripherals, which collect data on patient vital signs."
Five Medtech Ideas to Leverage (09/16/2012)
Before spending the last decade as a sellside analyst, James Terwilliger, now with The Benchmark Company, worked at Johnson & Johnson and other medtech companies where he learned quickly that the way to a surgeon's heart is to bring shiny new technology into the office. Physicians who spend their working lives in interventional cath labs or hospital operating suites have a natural inclination to listen and learn about new ideas and see how the latest toys work. But medtech companies want to sell their mature product lines as well. "Face time with the physician is hugely important because that new product doesn't just drive the new business," says Terwillger. "It also puts the medical device sales force in the position to do a pull-through with other products." He learned all the tricks first-hand.
UAF Tapped to Research Rare Earth Minerals (09/15/2012)
"The UAF Minerals Industry Research Laboratory received a $297,000 contract to identify the best techniques for processing rare earth minerals, along with the best ways to handle waste rock."
Valuation disconnects among producers, rising gold price and juniors facing funding crunches are among the factors fueling a spate of M&A activity. In her first exclusive Gold Report interview, Aleksandra (Sasha) Bukacheva, a mining research analyst with Fraser Mackenzie in Toronto, shares her list of likely targets and suitors in the zinc, copper and precious metals spaces.
How Long Before Money Collapses? (09/14/2012)
"Gold remains in the bulk of the world's leading reserves for that rainy day when something else is needed other than the currency issued by the nation's central bank."
The Printing Presses Are Now Running 24 Hours a Day! (09/14/2012)
"September is proving to be the month where market events have kicked in to drive gold up on a seasonal basis and I don't see much on the charts to stop this action."
The Bottom Line on Gold, the Dollar and the Euro (09/14/2012)
"The euro and the dollar take turns winning and losing against each other, but both are being debased, both are losing ground in the real world and both have lost a lot of ground against gold."
Analysts See Gold Hitting $1,900/oz (09/14/2012)
"Gold held above $1,770/oz for most of Friday morning's London trading, hitting near six-month highs after the U.S. Federal Reserve announced a third round of quantitative easing yesterday, leading to warnings that the risk of inflation has risen."
"Some analysts expected the market now to take a breather before tackling further milestones."
Right on the heels of the Republican and Democratic National Conventions, the recent Casey Research Summit in Carlsbad, California—cosponsored by SprottGlobal—focused on a timely theme: "Navigating the Politicized Economy." The somber revelations of the summit contrasted with the buzz of the party conventions. The Gold Report sat down with Louis James, Casey Research's chief metals and mining investment strategist, Rick Rule, founder and chairman of Sprott Global Resource Investments and chairman of Sprott US Holdings, and Marin Katusa, Casey Research's chief energy investment strategist, to discuss how investors can position themselves in a politically driven economy.
Fed's Plan Boosts Gold Producers (09/14/2012)
"Shares of gold mining companies rose a second day on higher gold prices after the Federal Reserve launched an open-ended, aggressive program designed to improve economic growth."
Right on the heels of the Republican and Democratic National Conventions, the recent Casey Research Summit in Carlsbad, California—cosponsored by SprottGlobal—focused on a timely theme: "Navigating the Politicized Economy." The somber revelations of the summit contrasted with the buzz of the party conventions. The Gold Report sat down with Louis James, Casey Research's chief metals and mining investment strategist, Rick Rule, founder of Global Resource Investments and chairman of Sprott US Holdings, and Marin Katusa, Casey Research's chief energy investment strategist, to discuss how investors can position themselves in a politically driven economy.
Miners Catching Up to Metals; Huge Run Coming? (09/14/2012)
"The big miners, represented by the gold miner ETF GDX, have outperformed gold itself since July."
Investing in Silver: Price Rally Gets Legs (09/14/2012)
"Silver's recent volatility, which is always higher than its fellow precious metal, gold, is a reason for its outperformance. The price ratio between the two precious metals since mid-August has moved about 10% in silver's favor."
QE3 Removes Price Ceiling for Gold and Silver (09/14/2012)
"With more dollar devaluation on the way and gridlock in Washington, gold and silver prices look set to rise even more."
"The reason that these nanowires are so special is that they perform a rare trick: When exposed to an applied voltage near room temperature, the wires transform from insulators that are resistant to carrying electricity to metals that more readily conduct electricity."
Biotech has a breeze to its back, and successful progression through the phases of drug development also help propel the industry forward. In this exclusive interview with The Life Sciences Report, George Zavoico, senior analyst and managing director with MLV & Co., describes solid milestones by which investors can tick off success in the biotech space, and suggests a number of innovative biotech companies whose success will blow profits into investors' pockets.
Uranium prices may be down, but so are supplies. Demand for the heavy metal is rising fast, says Independent Researcher Alka Singh of Mine2Capital. In an exclusive interview with The Energy Report, Singh notes that with the flow of enriched uranium from Russia drying up, the pressure is on for the mining industry to produce millions more pounds of yellow cake each year.
Nuclear Sector Seeks to Regain Trust After Fukushima (09/13/2012)
"The global nuclear industry, traumatized by Japan's Fukushima accident 18 months ago, needs to redefine itself to regain public trust and better cooperate to improve safety, senior executives of the sector said on Thursday."
Oil and gas reserves around the world are growing scarcer by the minute, and people are looking to their governments for answers. However, leaders' responses are often motivated more by the desire to boost approval ratings than by the need to find real, long-term supply solutions. The individual investor may not have the power to shift the tone of the emotional debates surrounding the oil and gas industry, but he or she can devise a strategy to profit. Sprott's Rick Rule, and Casey's Marin Katusa and Louis James sat down with The Energy Report to discuss what it means to participate in a politicized market and how politics affect their buy and sell decisions.
How to Play the QE3 Rally (09/13/2012)
"While the market probably has factored in some of QE3, the move will nonetheless add more liquidity to the market, devaluing the U.S. dollar, meaning an increase in gold and silver prices."
Loose Money Is Here Again (and Gold Stocks Love It!) (09/13/2012)
"As was the case with the previous two quantitative easing programs, gold and the gold stocks love the idea of loose money."
New deposits and economic triggers will drive gold stocks, says Eric Coffin, the editor of HRA Journal. In this exclusive interview with The Gold Report, Coffin identifies the management characteristics of gold juniors that make money for investors. A successful gold explorer in his own right, Coffin names his picks from the Yukon to the Caribbean.
Desperate Central Banks Should Benefit Gold (09/12/2012)
"Gold touched a new six-month high at $1,746/oz Wednesday morning, while stocks and the euro also rallied following a ruling by Germany's Constitutional Court that cleared the way for the creation of a permanent Eurozone bailout fund."
"During an address at the Denver Gold Forum conference, Coxe urged fund managers, mining analysts and mining executives to prepare for significantly higher gold prices and higher gold mining stock valuations."
"Platinum rose around 2.5% on Wednesday for its biggest one-day rally in a month, boosted by supply fears after sprawling labor unrest halted production at some mines in top platinum producer South Africa."
Biotech Bonanza of 2012 (09/12/2012)
"Favorable regulatory change is on the horizon in the biopharmaceutical industry, which should help improve conditions for innovators in the future. This is great for our portfolio going forward, as well as for the lives of patients."
"The most obvious choice would be to invest in the company that is actually running the project, but there are many companies and ETFs with Keystone XL exposure."
In the next few weeks, China's government will begin stockpiling roughly ¥6B worth of rare earth elements. Does this mean a price floor is imminent? That's what Asian Metal Analyst Brandon Tirpak expects, noting that price decline rates are already tapering off. In this exclusive interview with The Critical Metals Report, Tirpak shares his first-hand impressions of rare earth projects set to shine as leadership around the globe goes resource shopping.
Master limited partnerships (MLPs) have outperformed the markets for 11 of the past 12 years. With more investors catching on to these low-risk, high-income vehicles, can the outstanding returns continue? Manager Darren Schuringa of Yorkville Capital Management says yes. But as Schuringa explains in this exclusive interview with The Energy Report, MLPs are a different animal, and investors in this space will need some specialized metrics in their toolkits. Read on for due diligence tips and some names that pass muster.
"For abundant energy, look for abundant resources. Last we looked, there were 343 sextillion gallons of seawater and 173 million GW of solar energy per year—unimaginable abundance."
Arctic Sea Ice Vanishes—and the Oil Rigs Move In (09/11/2012)
"According to the U.S. Geological Survey, there may be more than 90 billion barrels of recoverable oil buried in the Arctic—about 13% of the world's estimated undiscovered reserves."
"Gold stocks do not accurately or reliably track the price of gold in direction or magnitude, sometimes going in the opposite direction."
"It's pretty unlikely that the U.S. will ever re-adopt the gold standard, both because of the cost and because of the vested interests opposed to it."
Why Are the Silver Miners Outperforming? (09/11/2012)
"We have seen significant developments in the silver mining sector that shows that the majors are hungry for the juniors."
This Tough Gel Could Replace Human Cartilage (09/11/2012)
"Breakthroughs like this will help us live longer and healthier lives. No doubt there will be plenty of opportunity for smart companies and their investors to become filthy rich in the process."
India Boosts Rare Earth Production (09/10/2012)
"As China tightens the noose on rare earth exports, India is set to commence operations at its 10 Kt monazite processing plant in the eastern state of Odisha."
"Investment demand for silver should increase, thanks to the effect of global monetary easing."
"Friday's trading saw the gold price hit its highest level since February after a disappointing U.S. nonfarm payrolls report led to renewed speculation the Federal Reserve could announce a third round of quantitative easing when it makes its latest policy decision this Wednesday."
Silver at Multi-Month High (09/10/2012)
"Historically, gold has been worth about 12 to 15 times what silver is worth, but recently it has been worth roughly 50 times silver's value."
South Africa Mine Unrest Spreads (09/10/2012)
"The violent rise of the AMCU is the biggest challenge to the unwritten pact at the heart of the post-apartheid settlement: that unions aligned to the ANC deliver modestly higher wages for workers, while ensuring labor stability for big business."
The Great Silver Chart (09/10/2012)
"Based on the fractals on the chart, we could still have about two years before we could get a top like we had in 1980."
California Gold Rush Mine Won't Be Reopened Yet (09/10/2012)
"What investors had hoped would the reopening of California's second commercial-scale gold mine in the Mother Lode has been halted by deteriorating equity markets."
"The deal, signed during a visit to Greenland by South Korean President Lee Myung-bak on Sunday, reflects growing Asian interest in the minerals of the North Atlantic island."
Australia's Gold Production Declines in 2011/12 (09/10/2012)
"For the June quarter, gold output totaled 65t, some 2.5t or 4% greater than in the previous quarter."
Senior producers seeking to replenish depleted gold reserves will be looking to promising juniors to provide needed ounces, suggests Dave Goguen, director of institutional sales for PI Financial Corp. In this exclusive interview with The Gold Report, Goguen provides his views on where senior gold producers will be hunting and which companies will meet newly stringent criteria in the risk-averse but increasingly gold-hungry world marketplace of today—and tomorrow.
When the price of gold shot up 2% Friday to settle at $1,738/ounce the first day of Casey Research's "Navigating the Politicized Economy" Summit, the faculty and attendees all had their own interpretation of what the metal was saying about the macroeconomy and the future of their portfolios.
"Shale gas is trapped thousands of feet underground. How do we extract it and what does the process look like?"
"A technology revolution reshaping the energy sector through streamlined operations, increased production and improved distribution will create ample job opportunities for college graduates over the next decade."
Drug Pipelines Limp Rather Than Leap (09/10/2012)
"The drug industry's two main problems the last decade have been lagging R&D and the patent cliff, says Dr. Tim Anderson. Recent R&D wins suggest a productivity renaissance."
ENCODE Data Give 'New Lens' for Junk DNA (09/10/2012)
"The findings will lead to 'a major paradigm shift in how we use the genome to understand the genetic causes of disease, which will open up new avenues for the development of diagnostics and therapies,' according to University of Washington's John Stamatoyannopoulos."
China's Next Act (09/10/2012)
"The country's energy policies appear to be focused on three goals: 1) fulfill its growing demand for oil and reliance on oil imports, 2) diversify import sources to reduce its risk of supply disruption and 3) develop technical expertise in unconventional resources."
Detour Gold Set to Open Canada's Biggest Gold Mine (09/09/2012)
"The Detour Lake mine marks the strongest sign yet of a trend toward massive, open-pit gold mining in Canada on a scale more commonly seen in desert geographies in Nevada, Chile or Africa."
"A leading British academic has called for accelerated research into futuristic geo-engineering and a worldwide nuclear power station 'binge' to avoid runaway global warming. "
Three Easy Steps to a Well-Timed Sell (09/09/2012)
"I'm willing to bet that you spend close to 90% of your time buying or waiting to buy. Yet you completely neglect the work that goes into selling your positions. Reverse your thinking—and put selling first—and you'll fix most of your problems."
Mike Niehuser, founder of Beacon Rock Research, incorporates his banking school background into his mining industry analysis. In this exclusive interview with The Gold Report, he assesses the macroeconomic situation from a banker's perspective, explains why he is convinced gold is ready to take off and shares the names of companies poised to profit from mining in the northwestern United States.
Gold 'A Bit Overcooked' Ahead of US Nonfarms Data (09/07/2012)
"Gold hit its highest level in six months at $1,713/oz Thursday, although it fell following the publication of a stronger-than-expected ADP Employment Report."
Gold Futures Rally Nearly 2% After Payrolls Report (09/07/2012)
"Gold futures rallied Friday as a negative jobs report was thought to be a catalyst for additional U.S. economic stimulus coming sooner rather than later."
"Amendment 1504, the U.S. law that mandates rules for transparent disclosure of mining company payments to government, could eventually make way for a mandatory Canadian regulatory disclosure."
"The big move in gold prices this week, after the bond-buying announcement by the European Central Bank and hopes for more stimulus from the Federal Reserve next week, has most participants in the weekly Kitco News Gold Survey suggesting values for the yellow metal could rise again."
Supra Mario, Bond Vigilante (09/07/2012)
"German Bundesbank President Jens Weidmann asks if Supra Mario will punch and kick the weaker Eurozone states should they fail to fix their debts and deficits. But judging by the gold price in euros, now a tick or two below all-time record highs, plenty of private capital says no, he won't."
Gold Stock Breakout (09/07/2012)
"After weathering a long consolidation followed by a major correction, gold stocks remain deeply out of favor . But this bearish sentiment is slowly yielding as gold powers higher in its usual autumn rally."
Natural Gas Companies: The Latest Must-Know News (09/07/2012)
"Inventories are growing much slower and demand is increasing as electric utilities switch from coal to natural gas. Other potential catalysts, like Hurricanes Debby and Isaac, could also send prices higher."
Elliott Gue, author and Energy Strategist editor, is excited about energy services companies. With high day-rates, long-term contracts and an international shortage of rigs for hire, many companies in this space are thriving and poised to deliver even greater shareholder dividends. In this exclusive interview with The Energy Report, Gue highlights catalysts that should unlock more upside potential.
New product visibility is vital in medical device stories. Without something new to show physicians, there is no way to get through the door. Medical Devices and Outsourcing Services Analyst James Terwilliger of The Benchmark Company looks for investments that will pique the interests of cardiologists, orthopedists and long-term care facilities. In this exclusive interview with The Life Sciences Report, Terwilliger shares the names of companies poised to grow as the economy rebounds in the next two years.
"Global demand for the soil nutrient potash, key for growing crops like corn, looks likely to climb to 56–60 Mmt in 2013, depending largely on a potential sales rebound to India."
Energy Firms Monitor Gulf of Mexico Tropical System (09/06/2012)
"Energy firms, such as Chevron Corp and Marathon Oil Corp, said they are watching the system closely and are prepared to take action should it develop into a serious threat."
Gold: The Ultimate Crisis Barometer (09/06/2012)
"It's no secret that one of gold's best attributes is as a barometer of economic crisis. It would appear that the yellow metal is once again serving this function."
"Green crude oil —algae-based fuel —could be on the verge of taking a slice out of petroleum's market share, and sooner than you think."
Obesity Drug Developers Post Steady Gains (09/06/2012)
"With the U.S. and the Western world increasingly overweight, companies that succeed at reversing obesity will, sooner rather than later, find themselves in Fat City."
"Self-proclaimed fact-checkers have drawn plenty of criticism from both parties, as well as neutral observers, and many individual assessments of 'fact' are highly debatable. In the aggregate, though, the fact-checkers haven't found much to complain about in Clinton's healthcare comments."
Bonanza-grade discoveries in precious and base metals are energizing exploration across Canada. Arie Papernick of Secutor Capital Management Corp. believes that unflappable investors stand to be rewarded for buying at the bottom of the market. In this exclusive interview with The Gold Report, Papernick points to promising developments for issuers prospecting in Canadian gold fields, including the mineral-rich black tar sands and the Labrador Trough. He also suggests techniques for preserving capital so to survive the coming black swans.
Insider Secrets for Finding Winning Colombia Juniors (09/05/2012)
Living in Colombia gives Paul Harris, publisher of the Colombia Gold Letter, invaluable first-hand knowledge of the exploration scene there. On a macro level, mining development in Colombia will create opportunities for massive wealth generation for company shareholders, for local communities and for the government and could move Colombia into the ranks of the developed nations. On a micro level, junior explorers still have to navigate through an as-yet-untested permitting process. Once the first junior does that, Harris sees the floodgates opening up. Read more in this exclusive Gold Report interview.
Gold Turns Higher, Keeps $1,700 in Sight (09/05/2012)
"Gold prices turned modestly higher Wednesday, with investors remaining tentative ahead of Thursday's European Central Bank policy meeting and the U.S. jobs report on Friday."
S. Africa's Mining Unrest Upsets Risk/Reward Outlook (09/05/2012)
"SBG Securities forecast downsizing at almost all South Africa's mature gold operations over the next three years in the face of 'declining reserves and unrelenting inflationary pressures.'"
"Gold stocks used to be the best way for the ordinary investor to increase exposure in the search for higher returns. Nowadays, leverage is extremely easy to come by, even for retail investors."
Gold 'Has Seen the Lows for the Year' (09/05/2012)
"A stronger Euro and weaker Dollar could see gold move above $1,700/oz."
Roche Vows to Keep Up Drug Hunt (09/05/2012)
"The world's biggest maker of cancer drugs said it would build on long-term growth momentum and keep up R&D spending."
Small-Cap Rally Indicates Increasing Risk Appetite (09/05/2012)
"Because small-cap stocks are generally more volatile than their large-cap counterparts, their outperformance indicates that the investors are now willing to take on more risk."
Gold Standard To Be Reinstated Through The Back Door (09/05/2012)
"For the first time in over 30 years, talk of a return to the gold standard has become part of mainstream U.S. politics."
"Thanks to wildly bullish technical and fundamental indicators, silver could soon retest its 2011 high, or even blow through it."
Medtech Deals Buoyed by Cost Pressures, Device Tax (09/05/2012)
"Medical device mergers look poised to take off in 2013 as the industry compensates for shrinking reimbursements, a new U.S. tax and executive shake-ups at its biggest companies."
Has QE3 Already Begun? (09/04/2012)
"With the recent breakout of the frustrating consolidation zone that always follows a B-Wave bottom I think gold is now ready to begin the initial phase of the next C-Wave advance."
"Precious metals and miners appear to be making constructive and powerful breakouts."
Near-Term Targets for Gold, Silver and Mining Shares (09/04/2012)
"It's amazing. Two months ago you couldn't give away mining shares or silver. Suddenly, everyone is bullish again."
Lisa Reisman describes herself as a "classic libertarian," but the managing editor of MetalMiner.com nonetheless believes government has a role to play in protecting and developing domestic supplies of critical metals. In this exclusive Critical Metals Report interview, Reisman argues for private/public partnerships and explains why today's low prices don't faze her—or surprise her.
Rockwood Holdings' deal with Talison Lithium means more consolidation in an already tight market. With demand on the rise and supply lagging behind, lithium juniors and their partners are jockeying for market share. Analyst Jonathan Lee dissects the deal's implications in this exclusive interview with The Energy Report and champions both low-cost producers and Argentinean plays in this growing industry.
Colombia Oil Stocks: Time to Invest Once Again? (09/04/2012)
"Now, these stocks have not only fallen to earth, they've crashed through the floor into the basement—despite good oil prices. What happened? And more importantly, is this an opportunity for investors?"
The Real Answers in China Are Never That Simple (09/04/2012)
"Rather than tackling the incessantly 'they'll never succeed because they're not democratic' or 'ghost cities' arguments, let's dig into the subtleties that escape most Westerners."
"Mexican gas prices are tied to rates in its northern neighbor, where soaring supplies from shale fields drove gas to a 10-year low and reduced Mexico's wholesale price 32% in the past year. Manufacturers can't get enough of the energy."
Invest in Silver Before Prices Climb Higher (09/04/2012)
"For silver investors, news of stimulus measures would be just the bounce they need."
The Case for Emerging Europe (09/04/2012)
"Many investors have interpreted the underperformance of the iShares S&P Europe 350 ETF as a contrarian sign to hunt for bargains in developed Europe. However, even greater opportunity may lie to the east—in Poland, Russia and Turkey."
The 'Experts' Are Wrong About Oil Prices (09/04/2012)
"Their argument is deceptively simple—with all of shale oil coming on the market, there will be an oil glut in the U.S. Gluts naturally depress prices. And those pounded-down prices will force companies to fold. Unfortunately, the argument is both simplistic and wrong."
Colorado Wrestles with Fracking Rules (09/04/2012)
"The memo of understanding between Erie, EnCana and Anadarko could serve as a model for future agreements between cities and energy companies."
What to Do When, Not If, Inflation Gets Out of Hand (09/04/2012)
"Are you prepared to handle high inflation for a sustained period of time?"
"The move to 'audit the Fed' and a return to the gold standard are two ideas Ron Paul supporters care most about."
"The first commercially licensed grid-connected wave-energy device in the nation, designed by a New Jersey company, Ocean Power Technologies, is in its final weeks of testing before a planned launch in October."
Who Is Buying Your Stocks? (09/03/2012)
"Who buys your stock can be more important than how much of it they bought."
Four Important Biotech Stocks Targeting Unmet Needs (09/01/2012)
Biotech rallies need catalysts to be sustained. Market moving events include drug approvals, such as a couple of obesity products from Vivus Inc. and Arena Pharmaceuticals Inc., as well as a product to help control serum lipids from Amarin Corp. Plc (AMRN:NASDAQ). But the major diagnostic feature of a market that might be putting it all together is merger and acquisition (M&A) activity. The theory is that if fully integrated, major drug developers want products and platforms. You can bet they've done their due diligence and that market conditions are nearly perfect. Even retail investors begin to pay attention.
|"GSV closed its equity financing; it raised an aggregate of $38.2M."|
|"Production at MAG's Juanicipio is still on track for mid-2020."|
|"GPR reported Q4/17 revenue of $17.4M versus our estimate of $15.8M."|
|"DXD timeline to have a commercial product is much shorter than a traditional biotech company developing a new drug."|
|"SVB came out with more strong drill results this morning."|