Sprott's Charles Oliver: Gold at $1,500 by Christmas?
Source: Kevin Michael Grace of The Gold Report  (9/8/14)
Gold and silver prices are being repressed by central banks, but Sprott Asset Management's Charles Oliver argues that demand pressure will cause this dam to burst sooner rather than later. As a result, he expects big increases in the prices of gold and especially silver, with a corresponding recovery of small- and mid-cap precious metal equities. In this interview with The Gold Report, Oliver discusses companies likely to prosper thereby, most of which will be profitable now, even at current bullion prices. More >

Gold in the USA
Source: Visual Capitalist  (9/8/14)
"The United States has always had a love affair with the yellow metal. It all started in Stafford, Virginia in 1782, when Thomas Jefferson documented the first gold discovery himself." More >

Will We Have Enough New Mines?
Source: Henry Bonner, Daily Resource Hunter   (9/3/14)
"Despite a tenfold increase in the amount of money spent on exploration over the last decade, the amount of new discoveries was relatively unchanged—meaning that more money was spent per new discovery." More >

Raj Ray: Miners' Cost Cutting Set to Deliver in Late 2014
Source: Brian Sylvester of The Gold Report  (9/3/14)
When gold prices plunged in late 2013, gold producers took notice and developed mine plans that offered greater flexibility in troubled times. But even the best plans take time. Well, it's almost time for the producers to deliver, says Raj Ray, associate metals and mining analyst with National Bank Financial. He is looking for producers with flexible mine plans that can generate cash flow against a backdrop of static gold prices; the market likes developers with advanced, low-capital intensity projects with permits in place. Ray delivers his top gold producer and developer picks in this interview with The Gold Report. More >

How is Doug Casey Preparing for a Crisis Worse than 2008? He and His Fellow Millionaires Are Getting Back to Basics
Source: JT Long of The Mining Report  (9/2/14)
Trillions of dollars of debt, a bond bubble on the verge of bursting and economic distortions that make it difficult for investors to know what is going on behind the curtain have created what author Doug Casey calls a crisis economy. But he is not one to be beaten down. He is planning to make the most of this coming financial disaster by buying equities with real value—silver, gold, uranium, even coal. And, in this interview with The Mining Report, he shares his formula for determining which of the 1,500 "so-called mining stocks" on the TSX actually have value. More >

Today's U.S. 'Baby' Will Consume 3 Mlbs Metals and Minerals In Lifetime
Source: Lawrence Williams, Mineweb  (9/1/14)
"The projected lifetime consumption of metals and minerals by today's U.S. baby extrapolated across the world presents an enormous challenge for the global resource sector." More >

Keith Phillips: M&A Prey Offer Compelling Buying Opportunities
Source: Brian Sylvester of The Gold Report  (8/27/14)
Keith Phillips, a managing director and head of Cowen & Company's Mining Investment Banking Group, says strong companies with solid balance sheets are on the hunt for precious metals development projects or small producers trading at steep discounts. In this interview with The Gold Report, Phillips explains that these juniors represent unprecedented value for acquirers with longer-term goals, and he tracks some potential M&A prey. More >

Canaccord's Luke Smith: Five Aussie Companies with Cash Flows, Low Costs and MOUs
Source: Kevin Michael Grace of The Mining Report  (8/26/14)
Now more than ever, only select mining companies are attracting investors. Luke Smith, head of mining research for Canaccord Genuity in Melbourne, argues that low costs, increasing cash flows and improved net cash positions are crucial for gold companies. Solid contracts with end-users and strong institutional support are crucial for commodities. In this interview with The Mining Report, Smith highlights two undervalued Australian gold companies and three Australian companies in graphite and lithium that have already seen explosive share growth and appear poised for even greater gains. More >

K-Waves: How to Predict the Next 'Gold Rush'
Source: Henry Bonner, Daily Reckoning   (8/26/14)
"It's going to be a painful period in the economy, but I believe gold will shine as we have seen before, during the long wave economic winters." More >

Keep the Faith, Says Michael Fowler: Juniors and Midtiers Poised for M&A-Fueled Breakout Once Gold Recovers
Source: Brian Sylvester of The Gold Report  (8/25/14)
Michael Fowler, senior mining analyst with Toronto-based Loewen, Ondaatje & McCutcheon, predicts when gold breaks out, mining M&A will take off. He expects the major producers to lead the next rush of M&A. The majors want development-stage companies with high-grade, near-term production assets, and Fowler suggests some targets in this interview with The Gold Report. More >

Silver Is Everywhere—And Poised for Big Gains
Source: Michael Robinson, Money Morning  (8/22/14)
"Silver is so vital in consumer electronics, solar power and even healthcare now that it has become one of those 'Miracle Materials' that are literally changing our lives. " More >

Junior Mining Companies that Will Make Beautiful M&A Music: AgaNola's Florian Siegfried
Source: Brian Sylvester of The Gold Report  (8/20/14)
Florian Siegfried, head of precious metals and mining investments with Switzerland-based AgaNola Ltd., knows where the music is playing in the mining M&A space. In this interview with The Gold Report, Siegfried notes that well-financed juniors with low production and capital costs, or intermediate cash-flowing producers, will be hitting the M&A high notes, and suggests a sextet of companies capable of making beautiful music. More >

CEOs in Mining
Source: Visual Capitalist  (8/20/14)
The CEOs of the top 25 gold, silver, copper, coal and base metals mining companies in the world are profiled in this infographic. More >

Fund Adviser Björn Paffrath's Mantra: In the End, Performance Matters
Source: Brian Sylvester of The Mining Report  (8/19/14)
Björn Paffrath, Switzerland-based fund adviser and newsletter writer, says there is certainly an elevated risk of a correction in the broad market but the upside in the mining sector is worth looking at as the market turns. Paffrath expects more M&A activity in the fall and says he's always looking for opportunities that really impact the performance of the funds. In this interview with The Mining Report, Paffrath shares some silver, base metals and tungsten positions. More >

Minerals Versus Marijuana
Source: Douglas French, The Daily Reckoning  (8/19/14)
"Rule, Casey, Cook, and James say now is the time to invest in natural resource plays, not run for high-tech or a product to get high with." More >

Björn Paffrath: Mining Sector Bottom Is In and Opportunities Abound
Source: Brian Sylvester of The Gold Report  (8/18/14)
Björn Paffrath, Switzerland-based fund adviser and newsletter writer, is so convinced that we've seen the bottom in the mining sector that he's launching a new gold and silver fund in Europe. He says capital is trickling back into long-forgotten mining equities as the smart money seeks to rotate out of frothier sectors and into real assets. In this interview with The Gold Report, Paffrath also forecasts a broad market correction as he tells us about some promising equity positions. More >

The Great Divide: Inequality in Gold Juniors Means Opportunity
Source: Jeff Desjardins, Tickerscores  (8/14/14)
"It's clear we've reached a new level of separation between the wheat and the chaff. While it took longer than expected, this "Great Divide" makes it obvious as to which companies should be avoided by retail investors." More >

Chris Thompson: Gold and Silver Miners that Can Make Money Now
Source: Kevin Michael Grace of The Gold Report  (8/13/14)
As much as we'd all like significantly higher silver and gold prices, Chris Thompson of Raymond James doesn't expect them. The good news, he argues, is that the relative stability now characterizing the market permits investors to make informed decisions about which companies can build value and demonstrate cash flows at today's prices. In this interview with The Gold Report, Thompson lists a handful of gold and silver miners prepared to do just that. More >

Where Is Casey's Marin Katusa Stashing His Money When Europe Heats Up?
Source: JT Long of The Mining Report  (8/12/14)
Under the cloud of a "colder war" with Russia, Europe is embarking on an energy renaissance. In this interview with The Mining Report, Casey Research energy expert Marin Katusa shares four junior names he thinks could profit from a move into modern energy production techniques, and one truly contrarian name for those expecting the worst. More >

Jeb Handwerger: Position Yourself for Fall Fireworks
Source: Brian Sylvester of The Gold Report  (8/11/14)
Investors are all too familiar with the KABOOM in precious metals prices in the fall of 2011 and the echo that's still reverberating. Three years later Jeb Handwerger, founder of GoldStockTrades.com, believes it could be the broad market's turn—and soon. In this interview with The Gold Report, Handwerger explains why it's important to position yourself for some fall fireworks and suggests some stocks with booming fundamentals. More >

Gartman Reckons End-Game for Gold Price Management Could Be Nigh
Source: Lawrence Williams, Mineweb  (8/11/14)
"Dennis Gartman warns that the dangerous geopolitical situation could defeat the financial forces that are keeping the gold price depressed." More >

Jason Hamlin Says Gold Is Unstoppable, with Stocks Leading the Way
Source: Kevin Michael Grace of The Gold Report  (8/6/14)
Downward manipulation of gold and silver is real, declares Jason Hamlin, but the longer it continues, the higher prices will go when the free market reasserts itself. In this interview with The Gold Report, the publisher of the Gold Stock Bull newsletter argues that rising geopolitical anxiety coupled with endless monetary expansion could lead to explosive growth in precious metals and equities. He also lists his favorite royalty/streaming companies and gold and silver miners. More >

Why Silver Prices Are Rising Today
Source: Jim Bach, Money Morning  (8/6/14)
"Precious metals tend to get a boost in times of fear, as it is sought out as a safe-haven investment vehicle. Silver tends to also get a boost as it receives residual precious metal investor interest." More >

David Sadowski: Are You Ready for Upward Pressure on Uranium Prices?
Source: Peter Byrne of The Mining Report  (8/5/14)
Take advantage of the temporary bear market in uranium juniors, David Sadowski tells The Mining Report. The Raymond James mining analyst explains why uranium prices are low and why they will rise in the medium term. Hint: It has something to do with how orange juice is produced. And he talks about why a gold lining makes the metals market a solid bet. More >

John Hathaway and Doug Groh: Buy Gold Like It's 1999
Source: JT Long of The Gold Report  (8/4/14)
The overall markets are exuberant. Valuations rise regardless of value created. And gold is conspicuously not at the party. All of this sounds very familiar to John Hathaway and Doug Groh, portfolio managers of the Tocqueville Gold Fund. It is like 1999 all over again. In this interview with The Gold Report, the pair of fund managers shares their top 10 picks for a diversified portfolio that minimizes risk while maximizing the upside they see coming sooner rather than later.
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