Victor Gonçalves: Betting on the Raw Materials
Source: Tim McLaughlin and Karen Roche of The Energy Report  (5/6/10)
Equities and Economics Report writer Victor Gonçalves says the cobalt story is still yet to come. In this exclusive Energy Report interview, Victor also explains how to tell the real rare earth companies from the wannabes. More >

Mickey Fulp: Bullish on Uranium and Rare Earths
Source: Karen Roche of The Energy Report  (4/29/10)
Mickey Fulp, "The Mercenary Geologist," in this exclusive interview with The Energy Report, tells us why his eyes are on uranium right now and how the unique niche rare earth market is heating up and still at early stages, providing potential investment upside. More >

Gissen & Berol: Focusing on Capital Appreciation
Source: By Tim McLaughlin and Karen Roche of The Gold Report  (4/21/10)
Many investors have become impatient with waiting for returns over the long term. Encompass Fund Founders Malcolm Gissen and Marshall Berol say they still invest for the long term, but acknowledge that the long term is now shorter than it used to be. In this exclusive interview with The Gold Report, they discuss how they choose companies for their fund and a new way to play the rare earths sector. More >

Steve Palmer: Rare Earth Opportunities
Source: Tim McLaughlin and Karen Roche of The Gold Report  (4/9/10)
New technologies are pushing up the demand for rare earths. Steve Palmer, president and CEO of AlphaNorth Asset Management, says the rare earth space is currently his favorite place to invest in the resource sector. In this exclusive interview with The Gold Report, Steve also talks about where he sees the markets headed in 2010 and shares how he tries to limit the downside when investing. More >

Richard Karn: Australia's Stunning Resource Wealth
Source: The Gold Report  (3/22/10)
Richard Karn, managing editor of The Emerging Trends Report, is taking a hiatus from North American markets to explore the long-term investment opportunities in Australian resources. The Gold Report caught up with Richard, currently in Australia gearing up for the trip, in an email exchange about his journey to circumnavigate the country visiting a wide variety of precious and specialty metal projects "down under." More >

John Kaiser: Game-Changer on Rare Earths Horizon?
Source: Interviewed by Sally Lowder of The Energy Report   (3/18/10)
Kaiser Bottom-Fish Report editor John Kaiser, caught for this exclusive Energy Report interview as this year's PDAC was winding down, suggests that the bigger the event grows, the fewer the opportunities to pick up buzz during informal networking. Still, he did come away with a bit of news that may be a game-changer in the rare earth elements space. More >

John Kaiser: PDAC-Too Much of a Good Thing?
Source: Interviewed by Sally Lowder, The Gold Report  (3/15/10)
Thousands flock to PDAC about this time every year to pan for nuggets for their organizations or for themselves. In this exclusive Gold Report interview, Kaiser Bottom-Fish Report editor John Kaiser suggests that the bigger the event gets, the more patience and effort it seems to take, but those who are persistent and willing to dig can still cart away useful information and insights. More >

Rick Rule: Systemic Shock Will Kill Sucker Rally
Source: The Gold Report  (3/12/10)
Charismatic, articulate, contrary and persuasive, Rick Rule probably could draw an audience if he were talking about the weather. But combine his presence with knowledge, experience and a track record of success, particularly in the resource arena, and the crowd falls silent. Founder and chairman of Global Resource Investments, Rick recently made himself available for a brain-drain, and shared his insights on the direction of precious metals. More >

Rick Rule: Energy Bull
Source: The Energy Report  (3/11/10)
Rick Rule probably could draw an audience if he were talking about the weather, but combine his presence with knowledge, understanding, experience and a track record of success, particularly in the resource arena, and the crowd falls silent. Founder and chairman of Global Resource Investments, Rick recently made himself available for a brain-drain, the foundation of the piece that follows. . . More >

Frank Holmes: Game-Changing Action Is Afoot
Source: Interviewed by Karen Roche, Publisher, The Gold Report  (2/3/10)
Led by China and India, the emerging markets have placed unprecedented (and growing) demand on natural resources. From gas and oil to copper and zinc, it takes vast quantities of those natural resources to build infrastructure to accommodate explosive growth in emerging markets. As Frank Holmes, CEO of U.S. Global Investors, suggests in this exclusive Gold Report interview, the key to staying in the game—even as the rules are changing—may lie in adapting nimbly and rationally. More >

Mickey Fulp: Race to Rare Earths Heats Up
Source: Interviewed by Karen Roche, Publisher, The Energy Report  (1/21/10)
Mercenary Geologist Mickey Fulp says that 2009's "flavor of the year"—rare earth elements—will sport that same label in 2010 in this exclusive interview with The Energy Report. Mickey likes the integrated mine-to-market players, and is bullish on uranium, too, but finds it scary to see likes of Kazakhstan emerging as the world's top supplier. More >

Craig Stanley: Focus on Fundamental Drivers for Gold and Copper
Source: Interviewed by Karen Roche, Publisher, The Gold Report  (1/19/10)
Pinetree Capital Resource Analyst Craig Stanley sheds some light for The Gold Report on how real interest rates are driving gold's rise. Although the 10-year real rate is positive now, he says if it goes negative, and stays negative, "Look out. The gold price could really spike." In this exclusive Gold Report interview, he discusses some of the junior exploration and development companies in Pinetree's portfolio. More >

John Kaiser: Balancing Security of Supply Worries with Optimism on the R&D Front
Source: Interviewed by Karen Roche, Publisher, The Energy Report  (1/14/10)
Huge emerging economies, primarily that of China, are driving up demand for the raw materials needed to develop infrastructure and making it clear that their own domestic needs take priority. Security of supply is a major concern, says mining analyst John Kaiser in this exclusive Energy Report interview. John identifies a few investment opportunities that are emerging to forestall lack of access to some key ingredients of economic growth, and also optimistically anticipates "a period of scientific breakthroughs that's going to pump up the world in a very big way." More >

China's Rare Earth Motives
Source: The Diplomat, Ming Hwa Ting  (6/6/01)
"Is China merely protecting its environment with REE export quotas?" More >

Goldman Sachs and Its Rare Earth Rigmarole
Source: Jeb Handwerger, Gold Stock Trades
"As Al Jolson said, 'Folks you ain't seen nothing yet.'" More >