Archives — October 2015 back to current month (15)
Marin Katusa: Follow the Good Guys in Mining (10/29/2015)
The most valuable resource in a mining company is often the people. Good management can attract the right investors and add value regardless of the market. In this interview with The Gold Report, Marin Katusa, founder of Katusa Research, shares his litmus test for which mining companies are worth his hard-won dollars and which ones he is avoiding for the foreseeable future.
SeeThruEquity's Ajay Tandon and Jay Albany are riding the biotech bull by harnessing the huge upside potential of micro-cap companies working in multiple subsectors, particularly in the rapidly advancing cancer immunotherapy sector. In this interview with The Life Sciences Report, Tandon and Albany toss the names of several companies into the arena for investors' consideration.
For investors willing to take a long-term view on their resource portfolios, this could be the best of times, says U.S. Global Investors CEO and Chief Investment Officer Frank Holmes. If you add patience to your portfolio management strategy, holding discounted oil and gas and metals mining stocks is one way to leverage the price equilibrium that will come when China's growth hits the market. In this interview with The Energy Report, Fund Manager Brian Hicks shares the names of the juniors farther up the food chain that he is adding to the fund.
Do you have wealth insurance? Tocqueville Gold Fund Portfolio Manager John Hathaway has studied the past and he sees a bright future for those who have taken the precaution of protecting themselves from the downside of a general bear market by buying resource mining stocks when they are at historic low prices. In this interview with The Gold Report, Hathaway shares the names the fund is holding as ammunition for a better gold market.
Chronic inflammation causes long-term pain and tissue scarring, manifesting in a range of diseases from rheumatoid arthritis to liver cirrhosis. With the introduction of gene therapy and immunotherapeutics, novel strategies targeting inflammatory disorders are being developed, creating hope for patients with no other clinical options. In this interview with The Life Sciences Report, FBR & Co.'s Vernon Bernardino provides insight on companies developing such strategies that also present solid investment opportunities.
A quick drop to $20/barrel oil could be the best thing for energy companies with enough cash in the bank to take advantage of the sharp bounce predicted in the wake of such a dramatic fall. In this interview with The Energy Report, newsletter writer Chen Lin names two companies that could not only survive the oil price downturn, but also are perfectly positioned in the global market to start generating barrels of cash for investors.
Paul Harris Preaches Investor Patience in Colombia (10/19/2015)
Paul Harris, editor and publisher of Colombia Gold Letter, knows Colombia well and realizes that the country requires more investor patience than many are willing to give. Harris says that the next 12–24 months will largely determine Colombia's long-term perception as a mining jurisdiction, but is quick to add that some current stories are already panning out. In this interview with The Gold Report, Harris discusses some companies getting the best out of Colombia and others that hope to.
Even in the worst resource market in history, companies with good management teams can increase in value. In this interview with The Gold Report, U.S. Global Investors CEO Frank Holmes talks about whether this is the right time to get back into gold, and Portfolio Manager Ralph Aldis reports on the performance of companies in the portfolio and shares some of the names in Australia that have done so well he almost feels guilty about how easy it is to make money off them.
Recent stock market volatility is an opportunity for biotech investors to pick up great stocks before market caps rise substantially. In this interview with The Life Sciences Report, Michael King Jr. of JMP Securities predicts an ongoing bull market for oncology and highlights some good buys in companies with experienced management and innovative science.
Some $2 trillion is being invested worldwide by private equity funds every year with a chunk of that destined for junior mining companies. Demand is as strong as or stronger than ever as investors see a shopping opportunity. Who is deciding where it goes and based on what criteria? At the annual Fall Mining Showcase event in Toronto, Red Cloud Mining Capital enlisted the help of three private equity panelists to answer those burning questions. Cheryl Brandon, a partner at Waterton Global Resource Management; Dan Wilton, a partner at Pacific Road Capital Management; and David Thomas, managing director of Resource Capital Funds, brought their insight. Anthony Vaccaro, publisher of The Northern Miner, moderated the spirited discussion that shed light on how private equity investments in junior mining work, the widely held fear of private equity among CEOs and a surprising level of interest in junior mining equities by private equity fund investors. What follows is an edited version of that panel discussion.
In a volatile macroeconomic world, micro caps can offer some immunity as they move based on company news rather than front page headlines. But you have to pick your companies carefully. In this interview with Streetwise Reports' Special Situations, Jim Collins, founding partner of The Portfolio Guru, shares the names of a handful of companies he found in his travels to the LD Micro Conference and beyond.
Regenerative medicine through stem cell technology is a source of hope for many suffering from ailments including Alzheimer's disease, diabetes, spinal cord injury and cancer. While new therapeutic options are continually in development, progress has, until recently, been hampered by political and medical ethics arguments. Because of patient advocacy, new technologies are now advancing, from development of an artificial pancreas to the hope of culturing intact human organs. In this interview with The Life Sciences Report, Bernie Siegel, founder and executive director of the Genetics Policy Institute, describes recent progress and developments in the regenerative medicine universe.
New proposed EPA requirements for the renewable fuel standard program, combined with challenging sugarcane harvests in South America, could increase demand for biodiesel, creating opportunity in a struggling energy sector. In this interview with The Energy Report, Piper Jaffray Analyst Brett Wong names a growing company that could profit from government mandates.
Andrew Pullar, CEO of The Sentient Group, a private equity fund, says his plan for investment success is all about identifying companies with long-life, low-cost, world-class assets and supporting them through to production. In this interview with The Gold Report, Pullar plots the course for a handful of what he believes are world-class mining assets.
Top experts and select companies traveled to Colorado last week for a pair of conferences focused on the survivors in the natural resource mining sector. The Gold Report reached out to some of the discerning voices there and asked whether the barrage of headlines from the Federal Reserve and China impacted the mood, and what companies they would be following up on when they returned to their offices. While the Precious Metals Summit was geared toward development-stage companies and the Denver Gold Forum was mostly populated by large, producing mining companies, everyone seemed fixated on survival. For those of us watching from home, experts we talked to were kind enough to name some of the standout companies they saw in boothland.
|"We reiterate our Outperform recommendation on GSV."|
|"AKG has received all permits for the Esaase pit at its Asanko mine."|
|"Our valuation of RGS increases with the AGC cash and larger addressable market in Japan partly offset by longer timelines and revised assumptions for CryoShot and Kvax."|
|"RXII is substantially undervalued; its total value should be $75-100M."|
|"SEA's KSM project provides attractive optionality."|