The Growing Appetite for Biotech: Pooya Hemami
Source: Peter Byrne of The Life Sciences Report  (7/11/13)
When should investors jump on a junior biotech stock with a promising product in the pipeline? That's a tricky question, one that analyst Pooya Hemami of Edison Investment Research considers carefully as he tracks astonishing epigenetic-based and orphan drugs with novel applications. In this interview with The Life Sciences Report, Hemami describes how he assesses the viability of a junior firm and gives the nod to several well-positioned names in Planet Biotech. More >

Something's Got to Give in the Precious Metals Market: Heiko Ihle
Source: Brian Sylvester of The Gold Report  (7/10/13)
These are scary times for precious metal investors. Resource equities are in the tank and, adding insult to injury, the gold price took a precipitous fall just days before summer, notoriously one of the slowest seasons for precious metals. Heiko Ihle, an analyst with Euro Pacific Capital in Connecticut, tells The Gold Report that something has to give. And soon. Ihle sets out a likely scenario and highlights some miners that are able to produce profitably at current metals prices.
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Who Will Benefit from the Mexico Natural Gas Export Boom?
Source: Dave Forest, Oil & Gas Investments Bulletin  (7/10/13)
"Mexico could be the surprise driver of marginal demand—and gas prices." More >

A Radical Solution for the Rare Earth Supply Crunch: Jack Lifton
Source: Alec Gimurtu of The Metals Report  (7/9/13)
Iron miners don't make cars, so why should rare earth miners make magnets? According to longtime rare earth expert/consultant Jack Lifton, "mine to magnet" vertical integration strategies are little more than pie in the sky schemes. But Lifton just might have the perfect solution for the world's rare earth element supply problems. In this interview with The Metals Report, Lifton tells us how a non-Chinese international rare earth toll refinery would get separated rare earths downstream more efficiently, while simplifying miners' business plans. Find out which companies could be part of the solution. More >

Sprott Money Managers Share the Secret for Surviving the 'Bernanke Put'
Source: Zig Lambo of The Energy Report  (7/9/13)
The "Bernanke Put," or promises of quantitative easing, has become the standard government response to economic uncertainty. But while the powers that be insist everything's fine, Sprott Resource Corp. Founder Kevin Bambrough and COO Paul Dimitriadis see financial deterioration around the globe. Only one thing is for certain: Taking the contrarian view provides the best opportunities to buy low and sell high. In this interview with The Energy Report, they explain why they expect energy assets to perform better in the long haul, cluing us in on a few names they are considering for big returns. More >

What the Fundamentals Say About Gold
Source: Julian Phillips, Gold Forecaster  (7/9/13)
"The fall in the gold price changed the entire dynamics of the gold market." More >

Silver's Antibiotic Potential
Source: Geoff Candy, Mineweb  (7/9/13)
"Recent studies have shown that silver can significantly improve the efficacy of antibiotics." More >

John Kaiser's Strategies for Success in a Bloody Market
Source: JT Long of The Gold Report  (7/8/13)
With so many junior mining companies going into hibernation, John Kaiser of Kaiser Research Online fears that the entire mining sector could fall dormant. In this interview with The Gold Report, he outlines approaches to discovery and development that smart, nimble companies are deploying to stay alive. Whether precious, base or critical metals, or in jurisdictions as exotic as Morocco and as familiar as Nevada, these are the basics required for survival in today's brutal market.
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A Rare Anomaly in the Gold Market
Source: Jeff Clark, Daily Resource Hunter   (7/8/13)
"While the waterfall decline in gold stocks is painful for those of us already invested, the reality is that this is a setup we get a shot at only a few times in our investing life." More >

China Releases Second Round of 2013 REE Export Quotas
Source: Gareth Hatch, Technology Metals Research  (7/8/13)
"Last week, the Chinese Ministry of Commerce (MOFCOM) announced the second round of allocations of rare-earth export quotas for 2013." More >

What the Next 'Arab Spring' Means for Oil Prices
Source: Kent Moors, Oil & Energy Investor  (7/8/13)
"But two developments are threatening to heat things up yet again—and fast." More >

Biotechs Burning Rubber with Fundraising in Overdrive
Source: Peter Winter, BioWorld Insight  (7/8/13)
"Over the past 12 months the number of "billion dollar" market cap biotech companies has increased by 51%." More >

Recognizing the Disruptive Potential of Cancer Immunotherapy
Source: Michael Becker, Life Science Digest  (7/8/13)
"Looking ahead over the coming months, there is reason for optimism regarding the next wave of phase 3 results from ongoing cancer vaccine trials. This is due to the fact that many of these products address the limitations of prior cancer vaccine approaches and/or have support from big pharma." More >

Porter Stansberry Reveals the Greatest Threat to the U.S. Economy and One Easy Way to Protect Yourself
Source: Karen Roche of The Gold Report  (7/3/13)
America is staring down a fiscal catastrophe, says Porter Stansberry, the outspoken investment analyst who has coined the phrase "the end of America." Americans are living beyond their means, he says, and the global economy is tired of holding our debt. Nothing short of economic disaster will befall us. But amid such grim predictions, in this interview with The Gold Report, Stansberry takes a moment to praise the enduring value of timeless investments, such as farmland and. . .Krispy Kreme. Stansberry shares his thoughts on everything from the Federal Reserve to Hong Kong. More >

How a Professional Investor Uses Twitter to Trade Smarter: Mike Havrilla
Source: George S. Mack of The Life Sciences Report   (7/2/13)
Drug development is full of surprises, and those surprises are hitched to the catalysts that move biotech company stocks. Mike Havrilla, co-founder and analyst with BioRunUp, processes and trades on the news flow surrounding biotech and specialty pharma companies as they navigate the turbulent development cycle. In this interview with The Life Sciences Report, Havrilla talks about his methods and shares three rich ideas that could create doubles or triples for investors. More >

An Unexpected New Demand Source for US Natural Gas
Source: Dave Forest, Oil and Gas Investments Bulletin  (7/2/13)
Mexican imports of U.S. gas have skyrocketed 92% since 2008. More >

Chris Ecclestone: What M&A Deals Reveal About Management—and if They're Worth Your Investment Dollars
Source: Alec Gimurtu of The Metals Report  (7/2/13)
"Obvious" or "huh/what?"—these are the two types of merger and acquisition deals, according to Hallgarten & Co. Principal Analyst Chris Ecclestone. In this wide-ranging interview with The Metals Report, Ecclestone discusses the anatomy of a mining deal, a few strategic metals stories flying under the radar and Soros Fund's latest maneuver in the metals market. Along the way, he skewers management teams that cut costs everywhere except the corner office while spending billions on mega-mines with no future. More >

To Plot Your Energy Investments, Consult the Map: James West
Source: Peter Byrne of The Energy Report  (7/2/13)
Understanding asset values is the name of the game for early-stage resource plays—that's how investors in the Bakken made huge returns. But with the first round of shale plays largely maturing, where are the next big opportunities for junior explorers? In many cases, abroad, says James West, publisher of The Midas Letter. In this interview with The Energy Report, West rolls out the map and shows us where juniors are headed. He also names some companies who are thriving on North American soil. If boots-on-the-ground prospecting puts a glint in your eye, read on. More >

China, Base Metal Tiger, Sets the Trend for Metals: Stefan Ioannou
Source: Brian Sylvester of The Gold Report  (7/1/13)
Industrial metal prices have struggled to find firm footing. Stefan Ioannou of Haywood Securities tees up near-, medium- and long-term scenarios for three industrial metals—copper, zinc and nickel—and explains why he is most enthusiastic about zinc. In this interview with The Gold Report, Ioannou discusses companies that stand to benefit from the coming supply squeezes and China's role as both supplier and consumer of all three metals. More >

Is the Bubble Phase in Gold About to Begin?
Source: Toby Connor, Gold Scents  (7/1/13)
"We now have the necessary conditions for the bubble phase in gold to begin." More >

Rare Earth Price Jump: Just the Beginning?
Source: Shivom Seth, Mineweb  (7/1/13)
"Prices for the 17 elements have jumped 10% over the past two weeks." More >

Stay the Course with Gold as Mixed Signals Move Markets
Source: Frank Holmes, Frank Talk  (7/1/13)
"Ever since the Federal Reserve hinted in May that signs of a stronger economy could allow for a slowdown of stimulus, markets have protested the news." More >

Jeff Killeen: C is for Cash and Catalysts in a Chaotic Market
Source: Brian Sylvester of The Gold Report  (6/28/13)
Resource equities remain under siege and Jeff Killeen, an analyst with CIBC World Markets in Toronto, preaches the importance of the two Cs, cash and catalysts, to investors in this shaky market. In this interview with The Gold Report, Killeen discusses what fundamentals he looks for and names some companies that have strong balance sheets and potentially market-moving news on the horizon.
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Epic Opportunity in Gold Stocks
Source: Jordan Roy-Byrne, The Daily Gold  (6/28/13)
"When the S&P 500 and economy struggle, it's going to be glorious for precious metals." More >

How Exporting US Gas Will Transform Global Energy Markets: Sam Wahab
Source: Peter Byrne of The Energy Report  (6/27/13)
Here's the situation: North America is swimming in cheap natural gas, whereas international markets are thirsty for it and paying a premium. Now that the DOE is beginning to approve LNG export permits, North American producers have major incentive to drill, baby, drill. To get an expert perspective on the coming LNG supply shift, The Energy Report turned to Cantor Fitzgerald Analyst Sam Wahab, who keeps tabs on global oil and gas developments from his base in London. This is a must-read interview for anyone who wants to profit from a potentially massive shift in natural gas fundamentals. More >