Warrants Warrant More Respect in the Resource Sector: Dudley Baker
Source: Brian Sylvester of The Gold Report   (12/9/13)
Noting that the resource sector is poised to come back "big time," Dudley Baker, editor and founder of CommonStockWarrants.com, makes the case for adding warrants to resource investment portfolios. In this interview with The Gold Report, he offers a tutorial on this underused investment vehicle, disabuses myths about warrants and shares the names of some warrants that warrant investors' attention. More >

Metals Shortages, Lack of Substitutes May Harm Innovation: Yale Report
Source: Dorothy Kosich, Mineweb  (12/9/13)
"Society will need to pay more attention to the acquisition and maintenance of metals than has been the case in the past, a new study by Yale University suggests." More >

How to Pick Biotech Stocks
Source: David Petch, Wealth Daily  (12/9/13)
"Intellectual property is one of the most important and valuable assets a company has. IP essentially gives someone a monopoly for producing a product against certain indications for up to 20 years. Finding companies with great ideas that follow through with investing in patent protection creates a potential short list of investments, as a successful product could have exclusivity in the marketplace." More >

Not Your Father's Diagnostics: Ram Selvaraju on How Molecular Genomics Invigorate the Sector
Source: George S. Mack of The Life Sciences Report.  (12/5/13)
An old investment principle says the equity upside of diagnostics and tools companies can't hold a candle to that of small biotech drug developers. Raghuram "Ram" Selvaraju, managing director and head of equity healthcare research at Aegis Capital, begs to differ. His research has uncovered small- and micro-cap companies developing sophisticated platforms in the molecular diagnostics space that are destined for significant revenue growth and profits. In his first of three interviews with The Life Sciences Report, Selvaraju lays out a handful of names with powerful technologies on the cusp of investor acceptance as huge growth plays. More >

Producers that Can Pump at $60/bbl Oil: Evan Smith
Source: Tom Armistead of The Energy Report  (12/5/13)
As impressive as shale gas and oil production has been in North America, Evan Smith, co-portfolio manager of U.S. Global Investors' Global Resources Fund, expects 2014 to break records as producers move to a pure manufacturing process and drill multiple horizontal wells from a single pad. In this interview with The Energy Report, Smith tells us why a few of the companies in his fund had a stellar 2013, and why they could go even higher in 2014. More >

No 'Too Big to Fail' in Mining Sector Opens Opportunities for Value Investors: Mike Niehuser
Source: Special to The Gold Report  (12/4/13)
Mining stocks may have moved from a bear market to a place where they are becoming contrarian plays, says Mike Niehuser, founder of Beacon Rock Research, opening opportunities for value investing. With the concept of "too big to fail" unknown in the mining world, the field of companies is shrinking, making room for potential winners. In this interview with The Gold Report, Niehuser warns that companies need more than good projects and cash to outperform their peers and details a dozen miners that should be on investors' radar screens. More >

Seismic Shift Means Radical Change for the Mining Industry: Deloitte
Source: Dorothy Kosich, Mineweb  (12/4/13)
"A 'seismic shift' in the mining industry is calling for radical change, says the latest Deloitte mining trends report." More >

Why Uranium and Coal Rank High for Energy Return on Energy Invested: Thomas Drolet
Source: Tom Armistead of The Mining Report  (12/3/13)
Not all energy options are equally good, says Thomas Drolet, principal of Drolet & Associates Energy Services Inc. Using an "Energy Return on Energy Invested (EROEI)" calculation to decide which energy sources yield the most for the least energy investment, Drolet sees hydroelectricity, natural gas, uranium and coal at the top of the list. Drolet adds that the need for reliable power will keep baseload power fueled by uranium and coal at the center of the world's electricity systems for many years, but he tips The Mining Report to some technologies looking for investment that can help make coal a more environment-friendly fuel. More >

David H. Smith: Prepare for Precious Metals to Lift Off
Source: Kevin Michael Grace of The Gold Report  (12/2/13)
The end of the year is in sight, and many investors will soon be forced to take painful losses. David H. Smith, senior analyst at The Morgan Report, says that smart investors will take care to cull the weakest mining stocks from their portfolios and reinvest the proceeds in truly undervalued companies. In this interview with The Gold Report, Smith contends that once the market has worked through this process, a rejuvenated bull market in precious metals will eventually lead to a vertical rise in equities, with platinum group metals leading the way. More >

Platinum and Copper Are the Metals of the Future: Robert Friedland
Source: Lawrence Williams, Mineweb  (12/2/13)
Robert Friedland's presentation at MineAfrica in London avows that the supercycle is not dead, and he sees huge value ahead for his Ivanhoe company's new platinum, copper and zinc projects in South Africa and the Democratic Republic of Congo. More >

Printing the Human Body: Infographic
Source: PrinterInks.com  (12/1/13)
The future of bioprinting will allow for full organs and other human parts to be printed on demand for patients. More >

Emerging from the Junior-Gold Rabbit Hole
Source: Scott Wright, Zeal Research  (11/29/13)
"The juniors have seen so much carnage lately that investors have completely disregarded their sector. And this disregard has sent them down a proverbial rabbit hole, into a world that is bizarre and illogical to say the least. Though these stocks certainly don't have much support with gold prices so weak lately, popular consensus that the sector is dead is pure fantasy." More >

On the Trail of Juniors with Blue-Sky Potential: Eric Coffin
Source: Kevin Michael Grace of The Gold Report  (11/27/13)
As the price of gold rose upward, junior miners chased ounces at all costs. This was a huge mistake, says Eric Coffin, because it resulted in unexciting projects, low margins and a depressed market. In this interview with The Gold Report, the publisher of Hard Rock Analyst explains that new discoveries with high margins are the essence of the junior, and he considers eight explorers with blue-sky potential and one producer with excellent prospects for expansion. More >

Buy Now Before the Great Reversal: Consensus from Mining and Metals Conference
Source: Lawrence Williams, Mineweb  (11/27/13)
"Key when looking at the junior sector is, as Rick Rule commented in his San Francisco presentation, that investors need to seek junior companies that have three factors in common: have a management team that owns a lot of stock in the company; make sure the company has a good property; and last, but not least, does that company have working capital?" More >

Xavier Grunauer: Small Oil and Gas Companies Are Rising Stars in Latin America
Source: Peter Byrne of The Energy Report  (11/26/13)
Independent oil and gas companies with technical skills, local know-how and bottom-up knowledge are playing a larger role in Latin American oil and gas, according to Xavier Grunauer, analyst with Edison Investment Research. Rather than looking to national oil companies and global oil majors, the "fallen stars" operating in the region, Grunauer tells The Energy Report that investors would be wise to get up to speed now on some of the smaller independent oil and gas companies that are poised to unlock value in Colombia, Argentina and Brazil. More >

Eight Catalyst-Driven Biotechs Ready to Advance: Michael Hay and Jocelyn August
Source: George S. Mack of The Life Sciences Report   (11/26/13)
Investors are attracted to small- and micro-cap biotech stocks because their life cycles are filled with share-moving milestones. Michael Hay and Jocelyn August of Sagient Research handicap those milestones and calculate the probabilities that drugs in development will be approved and successful in the marketplace. In this interview with The Life Sciences Report, Hay and August set a table investors can be thankful for, naming companies with upcoming catalysts and real potential for upside. More >

Jay Taylor: Cashing In on Deflationary Forces
Source: Brian Sylvester of The Gold Report  (11/25/13)
It's been a pretty rotten year for gold equities, and most investors can't wait for a fresh start in 2014. There's plenty to look forward to, according to Jay Taylor, publisher and editor of Gold, Energy & Tech Stocks and host of the radio show "Turning Hard Times into Good Times." Taylor, who is speaking at the Metals & Mining Conference in San Francisco, is forecasting a staggering rise in the real gold price, and profits for small-cap gold companies in the new year. In this interview with The Gold Report, Taylor identifies the best and brightest in his portfolio as he positions for a gold run. More >

How to Invest in the Most Expensive Drugs on the Market
Source: Charles Rice, Money Morning  (11/22/13)
"The diseases are chronic, brutal and life-threatening. The drugs that treat them are the priciest you can buy. Five approved by the FDA this year cost $150,000 per person and three cost more than $300,000, according to Forbes." More >

The Stunning Potential of Gene Silencing: Nobel Laureate Craig C. Mello
Source: George S. Mack of The Life Sciences Report  (11/21/13)
The era of gene regulation has begun in earnest. Craig Mello and Andrew Fire won the Nobel Prize in Physiology or Medicine in 2006 for discovering RNA interference, which can stop genes in their tracks. Drug therapy traditionally has been about finding a molecule that would bind to a protein and short-circuit the reaction pathway that led to disease. Thanks to Mello and Fire, it is now possible to prevent synthesis of the protein itself. In this interview with The Life Sciences Report, Craig Mello, professor at the University of Massachusetts Medical School and investigator with the Howard Hughes Medical Institute, discusses the stunningly disruptive potential of technologies that can silence genes. He also mentions some interesting companies in the field. More >

Plenty of Opportunities Still Left in International Junior E&Ps: Amin Haque
Source: Peter Byrne of The Energy Report  (11/21/13)
You may not think "oil" when you hear "Albania," but the once war-torn nation is home to the largest onshore oil field in Europe, says MGI Securities Analyst Amin Haque. Furthermore, the underexplored jurisdiction is likely hosting large undiscovered oil reserves. In this interview with The Energy Report, Haque explains the political and fiscal environment in this transitioning country and profiles some promising companies making headway there. He also brings us up to speed on some plays in Nigeria that could return big bucks for patient investors. More >

Stefan Ioannou's Three Things to Look for in Three Base Metal Plays
Source: Brian Sylvester of The Gold Report  (11/20/13)
The fundamentals tell Stefan Ioannou, mining analyst with Haywood Securities, that the outlook is good for copper and zinc in the midterm, while for nickel, stronger-for-longer is the watchword. In this interview with The Gold Report, he warns that nickel's price is unlikely to cycle up before 2017. For all three metals, producers are the safest bet, but some splashy exploration plays could have the biggest payoff. More >

Crocodile Gold CEO Says a Focus on Value over Ounces Will Boost Prospects in 2014
Source: Dan Lonkevich of The Gold Report   (11/20/13)
After posting record production and recovery rates at its three mines in Australia and significantly raising its production guidance for the year, Crocodile Gold Corp. may be poised for an even better 2014. Thanks to a quickening ramp-up of its early-stage Cosmo mine, its new Big Hill project and noncore asset divestiture plans, Crocodile CEO Rodney Lamond tells The Gold Report that his company has ample funding and the proper focus on value over ounces to succeed even in today's challenging pricing environment. More >

Richard Karn: Three Australian Miners Positioned for Success
Source: Special to The Energy Report  (11/19/13)
Sometimes the worst of times brings out the best in people. Such is the case in Australia's mining sector, according to Richard Karn, managing editor of The Emerging Trends Report. While some companies are floundering or failing altogether, Karn has noticed a few shining exceptions. These are companies with innovative management teams that have approached project funding in this challenging environment as though it were a high-stakes chess game—and their maneuvers are astonishing. In this interview with The Mining Report, Karn takes a look at three mining companies that are defying the odds and may emerge victorious. More >

Uranium: The Metal of Tomorrow
Source: Visual Capitalist  (11/19/13)
Nuclear power is a clean energy source that will be used well into the future to help meet the world’s growing energy requirements. In this infographic, Visual Capitalist highlights uranium’s history, properties and fundamentals moving forward. More >

Understanding High-Grade Lump Graphite
Source: J. Alec Gimurtu of The Gold Report  (11/18/13)
Four graphite ore samples are placed on a conference room table. Straight from the earth, which one can be used to write on a piece of paper? Answer: the lump graphite sample. In this interview with The Gold Report, Paul Ogilvie, CEO of the newly formed Saint Jean Carbon, explains the distinctive advantages of lump graphite from a mining and marketing perspective and describes his plan to create a profitable company from an uncommon form of high-grade graphite deposit. Read how the company is educating investors on this highest-grade form of graphite while restarting world-class mines using modern technology and an experienced business team.
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