Miners with the Grade to Survive the Silver Downturn: Chris Lichtenheldt
Source: Kevin Michael Grace of The Gold Report   (8/12/13)
It's one thing for a silver producer to make a profit at $28/oz and quite another to do the same at $20/oz, declares Chris Lichtenheldt, senior mining analyst at Dundee Capital Markets. In this interview with The Gold Report, Lichtenheldt examines eight silver companies, detailing which ones will be rewarded for high-grade assets and which ones punished for high costs. And he explains why one of his favorites is a silver company that doesn't actually produce silver. More >

China to Begin Trial Run of Rare Earth Products Exchange
Source: Dorothy Kosich, Mineweb   (8/12/13)
"Rare earth trading systems are currently undergoing testing and are expected to become operational in China in October." More >

The Best New Companies in a White-Hot Biotech Sector
Source: Michael Robinson, Money Morning  (8/9/13)
"IPO action is proof of the big bucks coming into biotech, igniting a strong rally in the entire sector for the rest of the year. So far this year, we've seen the most biotech IPOs in 13 years." More >

Smart Fracking: Jim Letourneau on Enhanced Oil Recovery with Competitive Costs
Source: Peter Byrne of The Energy Report  (8/8/13)
What's the difference between an oil well and a very expensive hole in the ground? Advanced hydraulic fracturing techniques, in many cases. That's why Big Picture Speculator Editor Jim Letourneau is following service companies that are helping producers get to the finish line on time and under budget. In this interview with The Energy Report, Letourneau discusses new ways to play the ever-evolving shale revolution. More >

Wedbush Expert Declares Money for Biotech Is Still Out There
Source: George S. Mack of The Life Sciences Report  (8/8/13)
The bull market in biotech stocks is coming up on its two-year anniversary, and large-cap and many small-cap names have flourished in that time. But can it last? Greg Wade, managing director of Wedbush Securities, wants investors to know there's more to go, and that stocks are ready and willing to respond to good news from clinical trials and on the regulatory front. In this interview with The Life Sciences Report, Wade identifies six names that investors can take to the bank, one of which is still his favorite after two years. More >

Eight Small-Cap Medtechs with Big Prospects: Brian Marckx
Source: George S. Mack of The Life Sciences Report  (8/7/13)
Small-cap medical technology has long been regarded as the ugly duckling of biotech. . .but think again. Brian Marckx of Zacks Small-Cap Research believes that the real gems of the medtech space complement—and can even outshine—sexier drug and surgical therapies. In this interview with The Life Sciences Report, Marckx makes a strong case for eight small- and micro-cap names that could bring home huge returns for investors. More >

Dan Hrushewsky: Low-Cost, High-Margin Mining in West Africa
Source: Brian Sylvester of The Gold Report  (8/7/13)
There are two things investors pay too much attention to, according to Jennings Capital Analyst Dan Hrushewsky: metals prices and grade. Why? Extremes of low and high prices never last, and high grades don't always make for economic deposits. In this interview with The Gold Report, Hrushewsky explains the metrics behind his all-in cash cost estimates and profiles West African projects that are connecting the dots. More >

Eight Catalysts That Can Move Your Mining Stocks: Jocelyn August
Source: Brian Sylvester of The Metals Report  (8/6/13)
Catalysts can move mining equities substantially up or down, so being aware of upcoming news and events is key to portfolio management. Sagient Research's Jocelyn August advises investors to look for miners with good management teams that are transparent in their announcements and consistently meet their deadlines. In this interview with The Metals Report, August outlines the eight biggest catalysts in the mining space and discusses companies with anticipated near-term catalysts. More >

Bill Newman: As Argentina Backpedals, Will Oil and Gas Companies Step on the Gas?
Source: Peter Byrne of The Energy Report  (8/6/13)
Argentina's nationalist seizure of YPF's assets last year stunned markets, but loss of foreign investment compromised the nation's energy self sufficiency. Now, says Bill Newman of Mackie Research, the government is taking steps in the right direction. In this interview with The Energy Report, Newman outlines the political landscape and identifies promising plays in the region. More >

Finding Bargains Down Under with Rick Rule
Source: Karen Roche of The Gold Report  (8/5/13)
Down markets are notoriously rife with good deals, and nowhere is this truer than Down Under. In this interview with The Gold Report, Rick Rule, founder of Sprott Global Resource Investments, explains how he takes advantage of Australia's small, volatile market and investors' ethnocentrism to find high-quality companies whose shares are, in his opinion, going for a steal. More >

What's Behind July's 9% Rise in Crude Oil Prices
Source: Tony Daltorio, Money Morning  (8/5/13)
"U.S. crude oil prices finished the month of July on a very positive note. Front-month futures ended July at just above $105 a barrel. That put those futures up about 9% for July, the largest one-month gain for crude oil in 11 months." More >

Believe It or Not: Gold's 8-Year Cycle Still on Track
Source: Mary Anne and Pamela Aden, The Aden Forecast  (8/2/13)
"Gold's movements are in line with historic trends, never mind what the no-nothing, hand-wringing Cassandra's are saying." More >

Our Worry-Free Way of Investing in Biotech
Source: Greg Madison, Money Morning  (8/2/13)
"We are on the cusp of some truly amazing discoveries. There is a tier of biotech companies working around the clock on products with amazing potential." More >

Off to the Races with Seven Extraordinary Biotech and Medtech Companies: Jason Napodano
Source: George S. Mack of The Life Sciences Report  (8/1/13)
Senior Biotechnology Analyst Jason Napodano of Zacks Investment Research specializes in uncovering small biotech and medtech companies with good prospects for successful drug development. He relishes proven management capable of creative financing to move private equity into the public markets, and he does not shy away from tiny companies outside the U.S. that have extraordinary technology. In this wide-ranging interview with The Life Sciences Report, Napodano presents the elegant growth stories of seven small companies that could return magnificent gains to investors. More >

Six Oncology-Focused Biotech Growth Engines: Mara Goldstein
Source: George S. Mack of The Life Sciences Report  (8/1/13)
For Cantor Fitzgerald Senior Biotechnology Analyst Mara Goldstein, the spotlight is always on oncology and the premium revenues commanded by new products in the space. That clarity brings the science, unmet needs and market opportunity into sharp focus for investors. In this interview with The Life Sciences Report, Goldstein makes a winning case for six cancer-focused companies that range from micro caps to genuine large-cap stocks, each with upside potential that could be stunning. More >

Top Ten Stocks for a Uranium Price Rebound: David Talbot
Source: Zig Lambo of The Energy Report  (8/1/13)
When it comes to uranium market sentiment, "it's all about Japan," says David Talbot, senior mining analyst at Dundee Capital Markets. With restart applications trickling in and reactor construction underway throughout the world, a turnaround looks less like an "if" and more like a "when." In the meantime, Talbot sees many investors sitting on the sidelines. In this interview with The Energy Report, Talbot discusses the catalysts that could trigger the next uranium boom and the companies that could make investors wish they had arrived at the party a little earlier. More >

Counterpoint: Supply and Demand in the Rare-Earths Market 2015–2020
Source: Jack Lifton, Technology Metals Research  (8/1/13)
"In the rare-earth total supply chain, China is most of the global ball game." More >

Chris Berry's Strategies for Profiting from a Distorted Reality: Investing After QE
Source: J. Alec Gimurtu of The Gold Report  (7/31/13)
Quantitative easing has created new problems for commodity investors—the systemic distortion of true supply-demand for commodities. What is a long-term investor to do? In this interview with The Gold Report, Chris Berry, founder of Mountain House Partners, explains what specific factors make a compelling junior miner in this market and lays out his strategy for profiting from a QE-distorted reality. More >

Gold Nears 10% Monthly Gain
Source: Adrian Ash, BullionVault  (7/31/13)
"The relationship between the gold price and real U.S. interest rates, adjusted for inflation, is less clear." More >

Jocelyn August: Top Five Catalysts for Small-Cap Energy Equities
Source: Brian Sylvester of The Energy Report  (7/30/13)
Catalysts are a little like earthquakes: They shake things up. These announcements of drill results, production starts and resource estimates can influence stock prices, sometimes for the better, sometimes for the worse. In this interview with The Energy Report, Jocelyn August, senior analyst and product manager for Sagient Research's CatalystTracker, explains which catalysts have the biggest effect on small- and large-cap companies and identifies upcoming events that could move the needle in the oil and gas and uranium spaces. More >

Chris Berry: Rare Earth Stocks Show Signs of Life, but Will the Uptrend Stick?
Source: Alec Gimurtu of The Metals Report  (7/30/13)
Prices for rare earths and some rare earth mining stocks are showing positive price action following China's crackdown on illegal mines. But is this the beginning of a sustained recovery, or just a temporary blip on the screen? House Mountain Partners founder Chris Berry explores these questions in this interview with The Metals Report and shares his macroeconomic outlook. As Berry reminds us, V-shaped recoveries are preferred, but rare. That means investors must cultivate patience and courage. More >

Ron Struthers: Are Gold Equities on the Cusp of an Upswing?
Source: Brian Sylvester of The Gold Report  (7/29/13)
It is like a carrot on a stick for small-cap mining investors: the promise that we have finally hit bottom and prices will rise again for gold and mining stocks. That time is almost here, according to Ron Struthers, the publisher and editor of Struthers' Resource Stock Report. In this interview with The Gold Report, Struthers discusses how a run on bullion banks has played with the gold price and which indicator is telling him things are about to move. If Struthers' forecast is right, the gold market could be on the cusp of one of its best corrections yet.
More >

Now Is the Time to Build New Mines, But It Ain't That Easy
Source: Lawrence Williams, Mineweb  (7/29/13)
"Financial analysis suggest now is the ideal to start work on mega mining projects before price cycles turn up again, but this is easier said than done." More >

Profit from Palladium's Bullish Trend
Source: Sean Brodrick, ETF Daily News  (7/29/13)
"I call palladium the Rodney Dangerfield of metals because it 'gets no respect, I tell ya, no respect at all.'" More >

Is It Time to Start to Talk About Geothermal Again?
Source: Jason Hamlin, Gold Stock Bull  (7/29/13)
"Geothermal is a renewable energy source that is expected to grow fivefold in the next seven years and produces more than double the energy of solar and wind combined." More >