Streetwise Reports' Article Archives — December 2013 back to current month (23)
New Royalty Scheme a Leveler in the Mexican Silver Space (12/31/2013)
We may be headed into a new year, but Chris Thompson, mining analyst with Raymond James, expects more of the same in the precious metals prices: volatility. In this Mining Report interview, he advises investors to play that volatility. He details why—despite its higher royalty tax—Mexico remains a silver powerhouse, and which companies will feel the royalty pinch most.
Miners Must Mind Their Margins: Rob Cohen (12/30/2013)
Mining success is not measured in ounces and dollars but instead by healthy margins, argues Robert Cohen, lead portfolio manager with Dynamic Funds. In this interview with The Gold Report, Cohen declares that investors should seek out projects that will earn profits of 20–35%, regardless of size, and takes us on an around-the-world tour of companies that hit this sweet spot.
Miners Should Launch a Gold Cartel or Risk Losing Everything, Advises Stephan Bogner (12/28/2013)
It's no surprise that Stephan Bogner, analyst with Rockstone Research Ltd. and CEO of Elementum International—a precious metals trading and storage firm—advises investors to hold physical metals outside the banking system, but he also advocates mining companies keeping gold on their balance sheets and forming a cartel. In this interview with The Gold Report, Bogner discusses which exploration and development companies will be ready to produce when metals prices rise and shares his interest in the diamond, potash and uranium space.
Leading Indicators from the Superstars of Resource Investing (12/27/2013)
Knowledge is money in resource investing. That is why The Gold Report reaches out to the top experts in the sector all year long to bring you their best investing ideas. For this special year-end feature, we asked some of your favorite thought leaders about the tools they use to spot trends and make those important buy-sell decisions. What are the early indicators that gold will rise, plummet or coast sideways? Is it Federal Reserve bond buying? China's growth rate? Lipstick sales? You may be surprised by the answers.
Strong Fundamentals Portend a Rebound for Silver (12/27/2013)
"When gold comes back, so will silver. And silver's gains ought to dramatically outpace gold's, like they usually do."
Shane Nagle: Making Your Portfolio Pricing-Pressure Proof (12/24/2013)
Forget about the gold price. Forget about the copper, zinc and nickel price. Start searching out companies that can weather another few years of recovery, because it's unlikely mining companies will get any price relief soon. Shane Nagle, a metals and mining analyst with National Bank Financial, talks with The Mining Report about some names he's found that have strong balance sheets that can carry them through another few years of pricing pressures to smooth sailing on the other side.
The Fight for this Obscure Copper Mine in Peru Is Your First Major Buy Signal (12/24/2013)
"Blackstone's interest in Las Bambas likely means the firm smells an opportunity in both mining and copper, simultaneously."
Levi Spry Highlights Quality Australian Projects that Will Find Funding (12/23/2013)
Quality will win out, says Levi Spry, senior resources analyst at GMP Securities Australia. In this interview with The Gold Report, Spry contends that funding project capital expenditures is a problem only when the underlying economics are marginal. In other words, high grades plus low costs ensure victory, and he suggests a handful of Australian companies, in gold, lithium, copper and nickel, that boast the quality needed to earn high margins.
The Taper, China and Gold—Where Is this Leading Us? (12/20/2013)
"The announcement the U.S. Fed would start tapering in January knocked the gold price back sharply, but will China step up gold purchases as a result? If so, what impact will that have on price?"
Junior Mining Stocks that Will Let You Sleep at Night: Ralph Aldis (12/18/2013)
The best time to buy gold is when the market hates it, especially when it comes to junior explorers with market caps under $1 billion, asserts Ralph Aldis, senior mining analyst with U.S. Global Investors. In this interview with The Gold Report, Aldis shares his main modeling themes and companies that fit the bill. He also explains the win-win-win advantages of flow-through stock issuance, a technique allowed by some noteworthy Canadian provinces.
Two Lessons for Gold from 2013 (12/18/2013)
"With gold set for its worst year since 1981, Adrian Ash looks back at some takeaways from 2013."
Steve Yuzpe and Maria Smirnova: Why Sprott Resource Corp. Sold $76M in Bullion (12/17/2013)
Private equity firm Sprott Resource Corp. recently sold off nearly $76 million in gold bullion, but don't count the firm out of precious metals yet. What is the firm shopping for with its new-found cash? In this interview with The Mining Report, new Sprott Resource Corp. President and CEO Steve Yuzpe discusses where the company will focus its capital, and Sprott Asset Management Associate Portfolio Manager Maria Smirnova shares her outlook for resource markets.
Analysts Split over Fed's 2014 Impact on Gold (12/16/2013)
"Last week's high of $1,268 per ounce reached Tuesday came as speculative traders in U.S. gold futures and options raised their bullish bets and trimmed their bearish positions, new data from regulators showed Friday."
Lack of Demand, not Manipulation, Behind Gold Price Drop, Says CPM's Jeffrey Christian (12/13/2013)
What is holding down the gold price? Fear of the end of quantitative easing? Manipulation by a few big players? Central banks leasing inventories? CPM Group Managing Partner Jeffrey M. Christian says forget about all of that. The bottom line is that demand is down as investors big and small wait to see where the price will settle before they start buying again. In this interview with The Gold Report, he explains the impact of new gold investors buying—and selling—ETFs, hedge funds, algo traders and central banks—all factors that could lead to an upward trend in gold equities in 2014 and reinforce the long-term case for owning gold.
James West: Falling Back in Love with Gold (12/11/2013)
There's a saying that old love never rusts. James West, publisher and editor of The Midas Letter, might have broken it off with the gold space for a while, but he always knew he'd be back when the time was right. In this interview with The Gold Report, West talks about what has convinced him to start shopping for gold stocks again and the unconventional indicators he's using to signal a buy.
Jeb Handwerger: Follow the Fundamentals in Mining Markets (12/10/2013)
It may seem like a confusing time to be a mining investor, but Jeb Handwerger, of Gold Stock Trades, insists it doesn't take a rocket scientist. "Stick to the fundamentals," he says. "The technicals will eventually reflect the fundamentals." In this interview with The Mining Report, Handwerger talks about what companies have the right foundation to shine after the market dusts itself off and starts to climb.
Warrants Warrant More Respect in the Resource Sector: Dudley Baker (12/09/2013)
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.
Metals Shortages, Lack of Substitutes May Harm Innovation: Yale Report (12/09/2013)
"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."
No 'Too Big to Fail' in Mining Sector Opens Opportunities for Value Investors: Mike Niehuser (12/04/2013)
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.
Seismic Shift Means Radical Change for the Mining Industry: Deloitte (12/04/2013)
"A 'seismic shift' in the mining industry is calling for radical change, says the latest Deloitte mining trends report."
Why Uranium and Coal Rank High for Energy Return on Energy Invested: Thomas Drolet (12/03/2013)
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.
David H. Smith: Prepare for Precious Metals to Lift Off (12/02/2013)
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.
Platinum and Copper Are the Metals of the Future: Robert Friedland (12/02/2013)
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.
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