Streetwise Reports' Article Archives — January 2013 back to current month (32)
Michael Fowler: The New Strategy for Adding Value to Junior/Midtier Gold (Hint: It's Not by Making Big M&A Deals) (01/30/2013)
A lackluster U.S. economy is creating a positive environment for gold, according to Michael Fowler, senior mining analyst with Loewen, Ondaatje, McCutcheon Ltd. By calculating ounces-in-the-ground values and assessing risk, Fowler has concluded that the junior/midtier sector offers the best growth potential. He expects to see companies of all sizes try to control costs instead of looking for mergers and acquisitions to add value. Read on in this Gold Report interview for Fowler's take on companies that he believes fit the bill.
Mining in Canada’s North Could Almost Double by 2020: Report (01/30/2013)
"The annual gross domestic product of mining in the North, which was CA$4.4B in 2011, is expected to reach CA$8.5B in 2020, according to the report 'The Future of Mining in Canada's North.'"
Benoit Gascon: An Insider's Take on the Complicated Graphite Market (01/29/2013)
Ten years ago, Benoit Gascon would have said there's no money in graphite investment. But the former CEO of the only North American graphite producer to survive Chinese competition has changed his tune, thanks to increasing graphite consumption in China and India. Gascon, who argues that the graphite markets of the 1990s are gone for good, has thrown his hat back into the ring, this time as CEO of a junior player, Mason Graphite. In this interview with The Metals Report, Gascon gives us an inside look at the graphite space and explains why the cliché "the customer is always right" has extra resonance in this "inverted" market.
The World According to Doug Casey (01/28/2013)
Doug Casey's new book is entitled "Totally Incorrect," and, true to form, the chairman of Casey Research doesn't mince words. "Most Europeans believe the state owes them a living; the society is corrupt through and through." "Government acquires income by theft." "Nobody reads a book from the classical era in school; it's now mostly committee-approved pablum." Casey considers speculation in gold and silver junior miners and holding physical gold among the correct moves investors can make to protect themselves in a market headed for disaster. In this Gold Report interview, hear the world according to Doug Casey.
Gold Carpet Treatment Promised for Miners in the Dominican Republic: Alexander Medina (01/25/2013)
The Gold Report caught up with Alexander Medina, the newly appointed director of mining for the Dominican Republic. With gold discoveries popping up all over Hispaniola—the country shares the metal-rich island with Haiti—Medina is a very busy government minister. But he was happy to spare a little time to talk to The Gold Report about what his office is doing to ensure that mining companies get the gold carpet treatment under the new administration.
Platinum’s Neglected Cousin (01/25/2013)
"We could see substantial gains in palladium over the next two years."
Four Sensational Facts About Gold Investing that You Might Not Know (01/25/2013)
"Given that every gold move is analyzed and dissected by the media, it may surprise you that this precious metal was actually the least volatile of the 14 commodities."
No Dutch Disease in Greenland Mining Prospects (01/25/2013)
"Greenland's Bureau of Minerals and Petroleum has so far awarded 150 licenses for mineral exploration with around 600M kroner spent by companies in 2012. Just ten years ago, there were almost no requests for mining licenses."
Separating the Gold Mining Haves from the Have-Nots: Paolo Lostritto (01/23/2013)
After months of turmoil that have lasted longer than investors could have imagined, the mining world has been divided into haves and have-nots. There are gold companies that managed their balance sheets wisely and there are those that burned through cash and are left begging for financing. It's a great time for those flush companies that don't need handouts to take advantage of the resulting valuation differential, says Paolo Lostritto, the director of research and mining and metals analyst at National Bank Financial. In this interview with The Gold Report, Lostritto talks about a subtle shift he has seen in the market that may signal a bull run similar to that of the late 1970s and early 1980s.
How Will the Debt Ceiling Debate Affect Gold Prices? (01/23/2013)
"Investment powerhouse Goldman believes gold prices will log impressive gains over the next three months as the debt ceiling debate takes center stage on Capitol Hill."
Keys to Rare Earth Companies’ Success: Innovation, Cost Efficiency (01/22/2013)
Geologist Alex Knox followed rare earths before they were Wall Street's darlings, and continues to do so, having seen stormy weather in this industry before. Demand for rare earths remains; it's just a question of who can supply them first—and at what cost? In this interview with The Metals Report, Knox tells investors what questions they need to ask management and highlights companies that are progressing toward production.
Gold in 2013: Fund Managers Reveal Reasons for Optimism (01/21/2013)
The Gold Report's first-ever survey of fund managers who invest heavily in junior gold mining stocks reveals cautious optimism on the sector's performance in 2013. The historical performance of gold in the year following a U.S. presidential election, the devaluing of the U.S. dollar and current low valuations for gold miners all bode well for an upturn this year, but some doubts remain. Learn how professional investors decide which companies are worth investing millions of dollars in this year.
Forget Demand: Base Metals Supply Should Be the Focus (01/19/2013)
"Barclays Capital believes a lot of focus should be on the supply side."
Gold Mania Phase Approaching for Junior Miners: Michael Ballanger (01/18/2013)
Low market valuations for junior mining companies have Michael Ballanger, director of wealth management at Richardson GMP, feeling like a kid in a candy store, and equities satisfy his sweet tooth more than the metal right now. Ballanger has had enough years in the business to recognize the advent of gold fever. In this Gold Report interview, Ballanger discusses his personal views and discusses how he looks for "well-incubated" companies that meet budget and timelines and raise funds without diluting shareholder value. He also shares why he sees junior miners as higher reward and lower risk than gold itself.
Gold. . .Buy the Dips! (01/17/2013)
"The stall in prices is giving us one last window to buy before prices break permanently into higher levels for this cycle."
Are Junior Gold Investors Living the Movie 'Groundhog Day'?: David Skarica (01/16/2013)
Gold stocks, especially juniors, have been undervalued for longer than most investors thought possible. The result is what David Skarica, founder of Addicted to Profits, calls a "maximum pessimism trade." In this interview with The Gold Report, Skarica summarizes his analytical tools and provides clear examples of companies that meet his criteria as "screaming buys." Gold junior investors might feel as if they live in the movie "Groundhog Day," but the undervaluation cycle will eventually be broken. Is spring just around the corner for the junior gold miners?
Gold to Average $1,847/oz in 2013 in Institutional, Investor Buying (01/16/2013)
"Thomson Reuters GFMS says it expects mine production to grow by around 35 tonnes during the year."
Graphite Stock Strategies for a Second Bubble: David Skarica (01/15/2013)
David Skarica, founder of Addicted to Profits, says another—bigger—graphite bubble is likely on its way. In this interview with The Metals Report, Skarica compares the graphite space to the rare earth and uranium arenas, making some interesting conclusions about what kinds of stocks perform best during market-wide roller coaster movements. However, he warns that the graphite space is different, with no clear industry leaders and a number of companies with high potential. His conclusion? Choose carefully.
Scaling the Heights with Peruvian Miners: Ricardo Carrión (01/14/2013)
The Peruvian mining sector has lots of promising developers and producers, but don't ignore the smaller companies—2013 may surprise to the upside in Peru. In this interview with The Gold Report, Ricardo Carrión, managing director for capital markets and corporate finance for Kallpa Securities in Lima, Peru, says it is fine to ride the wave with the rest of the market as lower-risk projects advance toward production in Peru. However, smart investors should balance a mining portfolio with smaller and earlier-stage companies that are selling at compelling valuations. Get there before the majors go on a New Year's shopping spree.
Futures Traders Could Provide Springboard for Sharp Rise in Gold Price (01/14/2013)
"Wholesale gold bullion prices hovered just below $1,670/ounce Monday morning in London, having regained some ground after Friday's losses."
Copper Reserves Could Run Out in 25 Years (01/14/2013)
"There are a number of ways to play the potential supply and demand imbalance for copper."
How to Invest Like a Merchant Bank in High-Risk Resources: Rick Winters (01/11/2013)
It is difficult for retail investors to sift the wheat from the chaff in the junior miner sector. In this interview with The Gold Report, Rick Winters reveals how RMB Resources, a resource merchant bank, figures out what projects to invest in and those to pass over and talks about some of the companies that made the cut.
Crash Course: Mining Equity Financing (01/11/2013)
"Mining exploration companies use large amounts of capital to find discoveries, define a resource and advance to production."
Gold as a Weapon in the Currency War: Chris Mancini (01/09/2013)
There is a war raging behind the scenes among the world's currencies. Chris Mancini, an analyst with the $400-million Gabelli Gold Fund, believes that gold will emerge the victor. In this interview with The Gold Report, Mancini makes his case for why gold is a currency and not just a relic, and why his fund doesn't own bullion. He also shares names of companies operating around the world that offer great upside potential.
CPM Platinum Market Analysis and Forecast for 2013 (01/08/2013)
Violent strikes and supply disruptions in South Africa put platinum in the headlines last year, and the metal spent 2012 selling at a discount to gold. Is a platinum discount the new normal? How will the market shift in the labor strike fallout? And will mining asteroids transform supply fundamentals? CPM Group Platinum Analyst Erica Rannestad met with The Metals Report to share her price and cost forecasts for 2013 and discuss the supply and demand trends to watch this year.
US Gold Eagle Sales Start Year Up by One-Third (01/08/2013)
"Opening day orders for 2013 Gold Eagle coins have been one third higher than last year while the opening day of sales of Silver Eagle coins are believed to have come in at a new record for one day sales."
Mark Lackey Homes in on Golden Mining Opportunities in West Africa (01/07/2013)
Gold has been produced in Africa for thousands of years in places like Ghana and neighboring countries whose names have changed over the centuries. One thing that has not changed is that there's still a huge amount of gold to be found and mined in West Africa. That's what Mark Lackey likes about the area and in this interview with The Gold Report, he talks about companies that are or will be producing significant amounts of the world's prized metal.
Nickel: Where Form Meets Function (01/07/2013)
"While best known for its use in the five-cent coin, nickel has far more strategic uses."
Brent Cook: How to Turn Rock into Money (01/04/2013)
What if the shockingly low valuations of some junior mining companies are really all they're worth? As the market shakes off years of exuberance, Brent Cook, co-editor of the Exploration Insights newsletter, searches for the truly undervalued—finds as rare as gold itself. In this interview with The Gold Report, Cook talks about high-margin deposits that the rest of the market can't see.
Are You a Base Metal Growth Bull or a Gold Gloom-and-Doomer? (01/02/2013)
Gold bugs say the global economy could collapse any day now. But what about investors who see continued growth in emerging economies and a steady, if slow, U.S. recovery? Look to base metals, recommends Haywood Analyst Stefan Ioannou. He expects price runs for 2013–2015, especially for zinc, which is facing a serious supply squeeze. Do your homework now to get positioned as soon as the uptick begins. Ioannou shares his favorites in this Gold Report interview.
Gold and Silver Gain Along with Stocks (01/02/2013)
"Spot market gold prices started the year by touching a two-week high above $1,680/oz Wednesday morning, as European stock markets also gained following news of a deal in Washington to avoid the so-called fiscal cliff."
Is Gold Becoming More Convenient? (01/02/2013)
"For thousands of years, gold has satisfied the three common requirements of money."
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