Why Ricardo Carrión and Alberto Arispe Are Optimistic About Mining in Peru
Source: Kevin Michael Grace of The Gold Report  (5/18/15)
Despite headlines about deadly protests and the collapse of funding for juniors, Ricardo Carrión and Alberto Arispe of Kallpa Securities in Lima remain steadfastly optimistic about the future of mining in Peru. In this interview with The Gold Report, Arispe and Carrión highlight the mining-friendly government, the new production from many sources and point to several juicy projects that lack only the means to further unlock Peru's mineral riches. More >

Eric Coffin Pinpoints the Mining Companies with Resources that Are Right for Today's Market
Source: Brian Sylvester of The Gold Report  (5/14/15)
Eric Coffin, long-time editor of the Hard Rock Analyst group of publications, has seen the all-time highs in the junior mining space, and the current three-year bear market has taught him to adjust his expectations. He says the companies that he follows that have performed recently all had a specific event—a bigger resource number, a new economic study or even a discovery—that prompted the market to rerate the stock. Coffin says that, as always, it is about solid management and good projects, but it's no longer about who has the biggest copper or gold resource, it's about which company has a resource that makes sense. In this interview with The Gold Report, he suggests some companies with resources that not only make sense but could make even more sense to larger companies.
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Auryn's Management Finds Success in the Prudent, Measured Approach
Source: Brian Sylvester of The Gold Report  (5/11/15)
After Agnico Eagle Mines gobbled up Cayden Resources in a mostly share-based deal worth CA$205 million, Shawn Wallace and Ivan Bebek are back with another gold exploration story: Auryn Resources. The successful tandem—with Wallace as CEO and Bebek as chairman—have a following among junior gold investors and hope to grow the Committee Bay gold project in Nunavut into a district-scale project worthy of a suitor's interest. If that's not enough, the company has plans to acquire a low-cost, high-quality gold asset to add to its project portfolio. In this interview with The Gold Report, Wallace shares his perspective on the junior market and his lofty goals for Auryn. More >

Five Mining Companies Joe Reagor Believes Are Ahead of the Curve
Source: Kevin Michael Grace of The Gold Report  (5/11/15)
ROTH Capital's Joe Reagor believes that the price of gold will rise as confidence falls in the value of the U.S. dollar. In the meantime, several companies with great assets are struggling to raise financing and are thus considerably undervalued and possible takeover targets. In this interview with The Gold Report, he highlights three juniors and two mid-cap producers that are flying under the radar of investors. More >

Chris Mancini's High-Quality Gold Miners that Have Positioned Themselves Well in the Downturn
Source: Kevin Michael Grace of The Gold Report  (5/6/15)
Chris Mancini, an analyst with the Gabelli Gold Fund, is confident that gold's day will come, perhaps as soon as 2016. He argues that the decline of confidence in paper currencies is inevitable and that the Federal Reserve is fast running out of ways to prop up the U.S. dollar. In this interview with The Gold Report, Mancini advises investors to go for the best of the best: gold miners with cash flow, great balance sheets, low costs and good management. And he also highlights several companies that are unloved now but will become so when the gold price rises. More >

Survival Guide for the Mother of All Bear Markets from Veteran Bottomfisher John Kaiser
Source: JT Long of The Mining Report  (5/5/15)
When North Americans wake up to the dangers of relying on China and Russia for essential metals like zinc, rare earths, antimony, niobium and scandium, the juniors now suffering with anemic stock prices could turn into cash producing machines worth writing home to mom about. In this frank assessment of everything from gold and diamonds to potash and zinc, Kaiser Research Online author John Kaiser names for The Mining Report readers the companies that could be swept up in a rush to security of supply. More >

Base Metal Miners Climb Back
Source: Kip Keen, Mineweb  (5/5/15)
"The climb back of both the metal and the miners validates a theme mining analysts have struck this year: to choose base over bulk mining equities, at least as performing better relatively speaking." More >

Why Everyone Is Talking About Scandium: Ryan Castilloux
Source: Brian Sylvester of The Gold Report  (5/4/15)
Ryan Castilloux, founding director and market research analyst with Adamas Intelligence, is getting a lot more inquiries about scandium. Investors are asking: What is scandium? How is it used? What are its growth prospects? And how can I make money in scandium? In this interview with The Gold Report, Castilloux provides an overview of the scandium market and its publicly listed players with advanced-stage projects. With one tonne of scandium fetching $5 million or more, Castilloux says those with a bullish outlook on scandium will never find a better buyer's market. More >

These Three Developments Say New Mine Supply Is Peaking
Source: Jeff Clark, Casey Research  (5/4/15)
"At its current pace, new gold supply will be unable to keep up with demand." More >

Duncan Hughes: The Weak Aussie Dollar Means Strong Aussie Miners
Source: Kevin Michael Grace of The Gold Report  (4/29/15)
A weak national currency is bad news for importers and consumers but good news for exporters, such as miners. According to Australian analyst Duncan Hughes of GMP Securities, the 24% drop in the value of the Aussie dollar versus the U.S. dollar means that local gold producers can produce big margins even at US$1,200/ounce gold. In this interview with The Gold Report, Hughes names two Aussie gold miners with great cash flow, as well as several with projects in Africa, and he highlights nickel and copper companies that can expect to flourish when prices rise, as he expects they will. More >

Ryan Castilloux's State of the REE Market Address
Source: Brian Sylvester of The Mining Report  (4/28/15)
We are five years into this new market for rare earths: five years that dawned with higher rare earth elements prices, that unfolded with a new generation of publicly listed junior resources companies with REE properties and projects, and that saw a vicious bear market spread across the domestic and global mining sectors. But soon we will turn the page, says Ryan Castilloux, founding director and market research analyst with Adamas Intelligence, following a price rally for magnetic REEs that could regenerate investor interest and further buoy the sector. In this interview with The Mining Report, Castilloux discusses four REE projects that continue to advance, as well as companies making strides with REE extraction and separation technologies. More >

Hold the Nickel Price Elation
Source: Kip Keen, Mineweb  (4/28/15)
"For even the moderately bullish scenario to come to bear, it will be critical to see steel demand show signs of life this year—at least not drop off more than expected—in China and beyond." More >

Picking Undervalued Gold Equities Is Akin to Picking Strawberries: Randall Abramson
Source: Brian Sylvester of The Gold Report  (4/27/15)
Randall Abramson, CEO/portfolio manager with Toronto-based Trapeze Asset Management, says that picking stocks can be like picking strawberries. If a strawberry looks terrific, other than a tiny blemish, you simply remove the blemish and enjoy the rest. But if the fruit turns out to be rotten, the entire strawberry is for the birds. Is the stock price below fair market value because there's a little blemish and the market is overreacting? Or is it a sign that the stock is rotten to the core? In this interview with The Gold Report, Abramson offers a fistful of small- and large-cap gold equity names for investors that can look past the blemishes to see quality fruit. More >

What Björn Paffrath Is Advising to Institutional and High Net-Worth Investors
Source: Brian Sylvester of The Gold Report  (4/22/15)
Björn Paffrath, fund advisor, mine financier and chief-editor of Cashkurs Gold newsletter, says there are headwinds ahead for the gold sector but refuses to shy away. In general, he says investors want well-managed, low-cost producers with moderate headline risk that can run for one or two more years at lower gold prices. In this interview with The Gold Report, Paffrath lists equity names on three continents that are building toward better times, perhaps as soon as 2016. More >

How to Make Money in Renewable Energy: NBF's Rupert Merer
Source: Peter Byrne of The Mining Report  (4/21/15)
As the political and financial pressures on fossil fuels mount, investors are starting to explore the renewable energy space with an eye toward reaping its potential. Rupert Merer analyzes that growing energy sector for National Bank Financial and tells The Mining Report why betting on the future of renewables is a prudent strategy for profit growth. More >

Gold Mining Stocks Get a Boost from M&A Activity
Source: Peter Krauth, Money Morning  (4/21/15)
"Investors in gold mining stocks have a great catalyst for profits right now: increased deal-making among gold mining companies." More >

Why Kal Kotecha Is Still Sticking with His New Year's Resolution
Source: The Gold Report Staff  (4/20/15)
Kal Kotecha, founder and editor of Junior Gold Report, says now is the time to be buying resource stocks, especially gold equities. He says the TSX Venture Exchange is the most decimated market in the world and the index will rebound to well beyond 1,000 in the next 12 to 24 months. In this interview with The Gold Report, he lists several gold and oil equities, some with near-term production narratives, others with longer-term potential.
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The Common Man: The Case for Copper and Zinc
Source: Robert Simpson, Resource Investing News  (4/20/15)
"The only bright spots, according to recent forecasts, appear to be in base metals such as copper and zinc." More >

M Partners' Derek Macpherson Found Three Resource Companies that Have Done the Impossible—Increased in Value 30% This Year
Source: Brian Sylvester of The Gold Report  (4/15/15)
If you don't like what people are saying about you, change the conversation. Derek Macpherson, an analyst with Toronto-based M Partners, covers three companies that are up over 30% year-to-date—and he believes those companies are performing because they got the market's attention by changing the conversation. In this interview with The Gold Report, Macpherson says companies that can change their narrative on the fly—and deliver—will inevitably perform. Macpherson covers some performers and others that he expects will perform in H2/15 and beyond. More >

Joe Reagor: Four Uranium Companies Poised to Profit from the Growth of Nuclear Power
Source: Kevin Michael Grace of The Mining Report  (4/14/15)
Nuclear power is enjoying a renaissance, and the world will soon need more uranium. Up to 50% more within a decade, says Joe Reagor of ROTH Capital. In this interview with The Mining Report, he explains that the share prices of uranium juniors remain low because the uranium spot price has not yet risen to reflect the increased demand just around the corner. This provides a great opportunity for canny, long-term investors, and Reagor identifies four companies that have the means to profit from the inevitable need for their product. More >

Christos Doulis Separates the Precious Metals Saints from the Sinners
Source: Brian Sylvester of The Gold Report  (4/13/15)
Christos Doulis, mining analyst with PI Financial, hopes for the best but plans for reality. The bear market in precious metals is well into its fourth year and could persist into 2016. In this interview with The Gold Report, Doulis says he remains hopeful that this is the year things take a positive turn, but in case we see more of the same, he recommends a few low-cost producers with saintly management teams that keep delivering on promises. More >

Buy Precious Metal Equities Before the Bear Goes into Hibernation: Eric Muschinski
Source: Brian Sylvester of The Gold Report  (4/8/15)
Eric Muschinski, editor of the Chicago-based Gold Investment Letter, says that investing in a bear market is not about picking the absolute bottom—it's about accumulating your favorite companies regularly and averaging in at massive discounts. In this interview with The Gold Report, Muschinski lists some highly undervalued equities and tells investors to get more aggressive, especially this summer, when he believes the bear could go into hibernation. More >

Disruptive Stock Watcher Chris Berry Cautions Investors About the Real Potential of Deflation
Source: JT Long of The Mining Report  (4/7/15)
Where can investors turn when global quantitative easing and the Energizer Bunny of dollars is crushing commodity prices to within an inch of the junior miners' lives? In this interview with The Mining Report, Disruptive Discoveries Journal writer Chris Berry suggests dedicating yourself to understanding the technologies and paradigm shifts that can lower costs, and participating in the growing electric car and energy storage battery markets. He names some of the innovative companies that are finding new ways to separate the most valuable resources and enter the supply chain before it is too late. More >

Four Exploration and Development Companies Rick Mills Believes Will Thrive in Tough Times
Source: Kevin Michael Grace of The Gold Report  (4/6/15)
The four-year-long bear market in metals stocks has resulted in an historic opportunity for investors, says Rick Mills, the owner and host of Ahead of the Herd. In this interview with The Gold Report, he explains that gold and other metals must rise as supply falls, so that when the market finally turns, those companies that have continued to increase shareholder value will reward shareholders many-fold. And he highlights four companies poised to do just that. More >

David Smith: Love and Fear Trade Buying Will Drive Metals, and These Miners Higher. . .This Year!
Source: Brian Sylvester of The Gold Report  (4/1/15)
Despite their recent underperformance, David H. Smith, Senior Analyst with The Morgan Report, remains bullish on precious metals, especially silver and palladium, as the "love trade" heats up and the global economy adds more debt to the system. Smith believes that the secular bull run in precious metals will be reignited later this year and that investors should take advantage of the regular volatility native to silver prices. In this interview with The Gold Report, Smith provides some of the silver and platinum group metals equity names he owns and that could offer significant upside, even from current prices. More >