Archives — December 2015 back to current month (23)
Energy investors are no strangers to boom-and-bust cycles. In fact, a number of the experts interviewed by The Energy Report in 2015 took a certain amount of glee in the opportunities they knew would open up in low-price markets for oil and gas, uranium and lithium. Let's take a trip around the world as we recall the words of wisdom these experts shared, and see if they can spark a better understanding of what we can expect during the next turn around the sun.
2015: A Year of Investing Perspective (12/28/2015)
As we at The Gold Report interviewed the investing stars in 2015, we saw some patterns develop. Whether it was in the wake of terror attacks, bond defaults, currencies (we are looking at you, Swiss Central Bank and China, decoupling from the euro and dollar respectively), political drama in the U.S., Iran, Turkey, Ukraine and Germany or the long-rumored Federal Reserve interest rate hike, the call seemed to be for patience. Crises come and go, cycles have their way with commodities and then move on only to return again under another headline. Smart investors, according to the experts we interviewed, know that the way to weather these storms is to be diversified. The way to profit from them is to be contrarian. Let's take a stroll down memory lane and see what it tells us about the road ahead.
Mining companies and their shareholders have come to the realization that doing the right things in the communities where they operate is important for a lot of reasons, including the bottom line. Mining executives also tell The Gold Report that the most effective corporate social responsibility (CSR) programs are orchestrated cooperatively instead of applied prescriptively.
The traditional biotech investor wants to hit the lottery with a blockbuster molecule, but there are less risky avenues to profit, where capital is deployed to leverage the healthcare market via reimbursement from Medicare, the Affordable Care Act and private-pay insurance. In this interview with The Life Sciences Report, Russell Stanley of Mackie Research Capital tells investors that growth is where you find it, including in acquisitions. Stanley offers three names that, based on his current target prices, offer investors potential returns of more than 100%.
The price of uranium is still in the doldrums, but that will change soon—and violently, says Rob Chang of Cantor Fitzgerald Canada. In this interview with The Energy Report, he explains that electric utilities will begin to run short of fuel even before 2020, when 33 additional reactors are expected to come on line. With that in mind, Chang predicts that prices could triple in the next few years, and highlights a half-dozen equities that will likely supply the increased demand and thereby deliver multiples to investors.
The price of gold has see-sawed since the Federal Reserve raised interest rates on Dec. 16, and market experts debate if the action is good or bad for gold. Rob Chang of Cantor Fitzgerald Canada believes that after the small rate hike doomsayers are overstating their case and that gold should sell in 2016 for about $100/oz more than today. In this interview with The Gold Report, he argues that in today's climate cash costs below $1,000/oz are the bare minimum requirement for survival. Happily, Chang highlights three gold producers and one silver producer that have what it takes.
The merger of RestorGenex Corp. (RESX: OTCQX) and privately held Diffusion Pharmaceuticals LLC, announced Tuesday, Dec. 15, will create an oncology-focused clinical-stage company with a diversified development portfolio of product candidates addressing novel targets, including several orphan indications, according to a press release issued by the companies. The combined company will be named Diffusion Pharmaceuticals Inc. and will be headquartered in Charlottesville, Virginia.
Eric Coffin, editor of HRA Journal, writes one of the must-read newsletters in the junior mining sector. In this interview with The Gold Report, Coffin implores gold equity investors to ask: Is the project financeable in this market? And he discusses some companies he covers in the HRA Journal with the know-how to find funds, as well as a couple of uranium names that would benefit from utilities re-entering the market to find long-term delivery deals. But Coffin gets rolling by questioning U.S. Federal Reserve Chairman Janet Yellen's timing, warning investors about the growing divergence between equity and higher yield markets, and shooting down the accepted theory that the U.S. dollar index is heading to 120.
Eric Coffin, editor of HRA Journal, one of the must-read newsletters in the junior mining sector, questions Fed Chair Janet Yellen's timing, warns investors about the growing divergence between equity and higher yield market and discusses which companies are poised to profit from uranium's mined supply deficit.
Before starting his own firm in July, Jason Napodano spent more than 12 years at Zacks Investment Research producing highly detailed small-cap biotechnology research. Today, as owner and senior analyst at BioNap Consulting, Napodano is doing much the same, but with more flexibility. He follows dozens of companies and continues to perform diligence on new names with the single goal of finding multibaggers. One of his themes is to take a biotech basket-of-stocks approach, since he knows some names will fail but the winners will move upward with momentum. In this interview with The Life Sciences Report, Napodano discusses small-cap names with the potential to power portfolios to extraordinary levels.
Predicting is a risky sport and predicting markets an extreme one. But understanding can be much more lucrative. After years of speculation about the negative impact a Federal Reserve rate increase could have on gold, a number of our experts took a contrarian view and based on an understanding that the hike was already priced into the gold price, they explained that it would actually benefit the gold price because it would remove the overhanging doubt. And that is exactly what happened. Within hours of the unanimous announcement on Wednesday that the Fed's benchmark short-term borrowing rate would go up a quarter point, gold was up $14/oz.
In advance of the Biotech Showcase 2016, The Life Sciences Report has once again solicited top analysts to provide the names of innovative biotech companies that investors should keep an eye on in the upcoming year.
Thibaut Lepouttre, editor of Caesars Report, knows 'tis the season for generosity, so when we asked him for his top three picks among junior mining equities, he gave us five—four gold plays and a phosphate name. Belgium-based Lepouttre also discusses different "black swan" events and their potential impact on the gold price, as well as some naughty and nice mining jurisdictions. But this is the interview that keeps on giving, so before he left Lepouttre added two micro-cap oil names he believes would make great "stocking stuffers." He may not be Santa Claus but you'll appreciate his magnanimity in this interview with The Gold Report.
The exhibit hall at the Silver Summit in San Francisco was filled with resource companies. Investors roamed the booths and sat in on CEO presentations to determine which companies had the best geography, core samples, business plan—and ultimately—chance of returning big upside to shareholders. The Gold Report took the advice of Frank Holmes, CEO and chief investment officer at U.S. Global Investors who recommended the book "The Wisdom of Crowds" by James Surowiecki, and polled attendees for the best prospects. The results were pretty overwhelming.
What does a veteran mining executive look for when investing his money in junior equities? In this interview with The Gold Report, Rob McEwen, who has been predicting $5,000/oz gold prices since 2011, explains why he still thinks that this is a possibility in the next four years and how companies can take advantage of technology to ensure that a price rise goes to the bottom line—and ultimately shareholders. And he shares the names of the three companies that meet his litmus test, one of which bears his name.
Sustainable harvesting the bounty of the ocean for pharmaceutical, nutritional and cosmetic uses is big business—$186 billion per year and growing. In this interview with The Life Sciences Report, BioMarine International Clusters Association Chairman Pierre Erwes shares the names of some public and private biotech companies making waves in the blue economy.
As Matt Badiali, geologist and editor of the Stansberry Resource Report, explains, it has only been in the last few decades have we learned to release the potential of the massive oil and gas reservoirs in the U.S. Now we are learning how to tell if a shale project will be profitable. In this Energy Report article, he shares three names he is watching closely.
Amid a tempestuous year for the U.S. dollar gold price, gold has quietly moved up about 6% in Canadian dollar terms, squarely placing the focus on gold producers with Canadian operations that generate cash flow, says Ryan Hanley, mining analyst with Mackie Research Capital. In this interview with The Gold Report, Hanley lists his storm-tested top picks, shines light on names with M&A potential, and sees smooth sailing ahead for some companies with near-term catalysts.
If only someone could bottle the experience of finding an overlooked company, investing for pennies a share and cashing in for 10, 20 or 30 times what you paid. Priceless, right? But how to find those companies? Small caps aren't covered by the mainstream press and analysts the way blue chips are, and determining value of an early-stage company before profit and loss statements take on real meaning and big questions about science and markets are answered can be difficult. That is why veteran investors like Tom Swaney, president of California-based Harwood Capital Inc., like to meet management in person at events like the California Capital Conference.
Gold bars? ETFs? Junior miners? Royalty streams? Majors with dividends? How is an investor to determine the best way to leverage the upside of a beaten up metals market? The Gold Report hosted a standing-room-only fund manager panel at the Silver Summit in San Francisco featuring insights from three very different points of view. Axel Merk, president and CIO of Merk Investments, focuses on gold and currency investing. Robert Mullin is co-founder of Real Assets Equity Income Funds and focuses largely on producing mining companies. Greg Orrell is the president and portfolio manager of the OCM Gold Fund and invests across all sectors of the precious metals industry, including junior producers and exploration and development companies. All three see unique opportunities right now for creating a portfolio that captures a renewed focus from mining executives on shareholder interests.
Why have stem cell and regenerative medicine companies underperformed other segments of biotech? Maxim Group's Jason Kolbert and Dr. Jason McCarthy identify a possible answer: Investors believe stem cell data has yet to definitively reach proof of concept in the blockbuster indications that the companies are pursuing. They want to see results like those shown by gene therapy/CAR-T companies, such as bluebird bio Inc. ("the Bird") in sickle cell disease. In this interview with The Life Sciences Report, Kolbert and McCarthy tackle the issues that have frustrated investors, and leave readers with a list of names that could reap multiples on investment while patients enjoy longer lives.
Mining Companies Sow Karma Where It Is Needed Most (12/02/2015)
In the community of Santa Rosa de Osos, Colombia, 70 more people are now mobile, thanks to the generosity of Red Eagle Mining and the Lookout Ridge Wheelchair Foundation.
Gold COTs at Their Most Positive in 14 Years (12/01/2015)
There is no need to mince words or beat around the bush with this update. The latest COTs for gold released yesterday showed another marked improvement so that they are now strongly and unequivocally bullish—in fact they are at their most positive since late 2001.
|"Data from a new study involving men with localized high-risk prostate cancer suggests that the use of DXD's TeloView may be a promising blood-based treatment-response biomarker in prostate cancer patients."|
|"Our thesis is that GUY provides a rare combination of a high margin, long life asset, gold price optionality and M&A potential."|
|"AKG reported Q4/16 production of 57 Koz, which compares favorably with our estimate."|
|"Ramp-up is going extremely well at TV's Caribou: the operation is already cash-flow positive, after only one quarter of commercial production."|
|"GSV is among the most promising explorers out there."|