Dan Hrushewsky: Low-Cost, High-Margin Mining in West Africa
Source: Brian Sylvester of The Gold Report  (8/7/13)
There are two things investors pay too much attention to, according to Jennings Capital Analyst Dan Hrushewsky: metals prices and grade. Why? Extremes of low and high prices never last, and high grades don't always make for economic deposits. In this interview with The Gold Report, Hrushewsky explains the metrics behind his all-in cash cost estimates and profiles West African projects that are connecting the dots. More >

Eight Catalysts That Can Move Your Mining Stocks: Jocelyn August
Source: Brian Sylvester of The Metals Report  (8/6/13)
Catalysts can move mining equities substantially up or down, so being aware of upcoming news and events is key to portfolio management. Sagient Research's Jocelyn August advises investors to look for miners with good management teams that are transparent in their announcements and consistently meet their deadlines. In this interview with The Metals Report, August outlines the eight biggest catalysts in the mining space and discusses companies with anticipated near-term catalysts. More >

Finding Bargains Down Under with Rick Rule
Source: Karen Roche of The Gold Report  (8/5/13)
Down markets are notoriously rife with good deals, and nowhere is this truer than Down Under. In this interview with The Gold Report, Rick Rule, founder of Sprott Global Resource Investments, explains how he takes advantage of Australia's small, volatile market and investors' ethnocentrism to find high-quality companies whose shares are, in his opinion, going for a steal. More >

Believe It or Not: Gold's 8-Year Cycle Still on Track
Source: Mary Anne and Pamela Aden, The Aden Forecast  (8/2/13)
"Gold's movements are in line with historic trends, never mind what the no-nothing, hand-wringing Cassandra's are saying." More >

Counterpoint: Supply and Demand in the Rare-Earths Market 2015–2020
Source: Jack Lifton, Technology Metals Research  (8/1/13)
"In the rare-earth total supply chain, China is most of the global ball game." More >

Chris Berry's Strategies for Profiting from a Distorted Reality: Investing After QE
Source: J. Alec Gimurtu of The Gold Report  (7/31/13)
Quantitative easing has created new problems for commodity investors—the systemic distortion of true supply-demand for commodities. What is a long-term investor to do? In this interview with The Gold Report, Chris Berry, founder of Mountain House Partners, explains what specific factors make a compelling junior miner in this market and lays out his strategy for profiting from a QE-distorted reality. More >

Gold Nears 10% Monthly Gain
Source: Adrian Ash, BullionVault  (7/31/13)
"The relationship between the gold price and real U.S. interest rates, adjusted for inflation, is less clear." More >

Chris Berry: Rare Earth Stocks Show Signs of Life, but Will the Uptrend Stick?
Source: Alec Gimurtu of The Metals Report  (7/30/13)
Prices for rare earths and some rare earth mining stocks are showing positive price action following China's crackdown on illegal mines. But is this the beginning of a sustained recovery, or just a temporary blip on the screen? House Mountain Partners founder Chris Berry explores these questions in this interview with The Metals Report and shares his macroeconomic outlook. As Berry reminds us, V-shaped recoveries are preferred, but rare. That means investors must cultivate patience and courage. More >

Ron Struthers: Are Gold Equities on the Cusp of an Upswing?
Source: Brian Sylvester of The Gold Report  (7/29/13)
It is like a carrot on a stick for small-cap mining investors: the promise that we have finally hit bottom and prices will rise again for gold and mining stocks. That time is almost here, according to Ron Struthers, the publisher and editor of Struthers' Resource Stock Report. In this interview with The Gold Report, Struthers discusses how a run on bullion banks has played with the gold price and which indicator is telling him things are about to move. If Struthers' forecast is right, the gold market could be on the cusp of one of its best corrections yet.
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Now Is the Time to Build New Mines, But It Ain't That Easy
Source: Lawrence Williams, Mineweb  (7/29/13)
"Financial analysis suggest now is the ideal to start work on mega mining projects before price cycles turn up again, but this is easier said than done." More >

Profit from Palladium's Bullish Trend
Source: Sean Brodrick, ETF Daily News  (7/29/13)
"I call palladium the Rodney Dangerfield of metals because it 'gets no respect, I tell ya, no respect at all.'" More >

U.S. Global Investors' Secret: 'Keep Calm and Invest On'
Source: Brian Sylvester of The Gold Report  (7/24/13)
As an investor, you probably get a lot of advice and don't know which to follow: There are conflicting reports, Fed announcements, figures that tell only half the story. In this interview with The Gold Report, Ralph Aldis, senior mining analyst with U.S. Global Investors, helps investors parse these many information streams, explains what seasonal gold pricing patterns could mean for investors and offers a stable of junior equities that could provide greater leverage to a gold price recovery. More >

Why Gold Mining Stocks Are a Buy Now
Source: Gary Gately, Money Morning  (7/24/13)
"You have to choose carefully when picking gold mining stocks or ETFs to buy." More >

Ron Struthers: Have Flake Graphite Prices Bottomed?
Source: Brian Sylvester of The Metals Report  (7/23/13)
After a spike in flake graphite in 2011, have prices finally reached bottom? Ron Struthers, the publisher and editor of Struthers' Resource Stock Report, believes so. In this interview with The Metals Report, Struthers talks about how market psychology and fundamentals may play out in the graphite and rare earths spaces as new mines inch toward production. More >

Three Qualities That Separate Junior Gold Winners from Losers: Eric Coffin
Source: Kevin Michael Grace of The Gold Report   (7/22/13)
Gold juniors need to get back to the basics, says Eric Coffin, and it is going to take large discoveries to get the market excited again. In this interview with The Gold Report, the publisher of Hard Rock Analyst explains how the new economics of gold production require investors to concentrate on companies with three specific qualities, and names companies and the regions that could generate breakout projects. More >

Strong Contrarian Buy Signal on Gold Stocks
Source: Jordan Roy-Byrne, The Daily Gold  (7/19/13)
"One should consider the gold stocks a venture capital type of investment." More >

'Mexico Mike' Kachanovsky Believes the Best Cure for Low Prices Is Low Prices
Source: Brian Sylvester of The Gold Report  (7/17/13)
Even though precious metals stocks are going through a nasty and unpleasant interval, Mike Kachanovsky, founder and partner of smartinvestment.ca, looks at the market through a bullish lens. Shrewd accumulators are buying all the gold and silver juniors they can. When prices recover, investors will realize that mining stocks have been driven down to generational lows and money will rapidly flow back into the juniors. In this interview with The Gold Report, Kachanovsky details actions smaller juniors can take to survive the downturn and discusses companies with the resources to stay afloat until the markets rebound. More >

The Results Are (Almost) In for Rare Earth Competitors: Alex Knox
Source: Brian Sylvester of The Metals Report  (7/16/13)
Western rare earth companies are in a conditioning period, optimizing on every front to get the leanest capital costs possible. In the next six months, Geologist Alex Knox expects a big shakeout across the rare earth space as companies release amended PEAs and feasibility studies. "That," says Knox in this interview with The Metals Report, "is when smart investors will be able to look at the numbers and pick out the winners." Knox helps us jump the gun by identifying companies with lean, mean stats. More >

Timing Gold's Bottom
Source: Louis James, Casey Research  (7/16/13)
Why the pros don't care if gold gets whacked some more. More >

Why Stephan Bogner Believes You Should Be 100% Invested in Precious Metals
Source: Brian Sylvester of The Gold Report  (7/15/13)
Now is the time to be brave, to buy when everyone else is selling, advises Stephan Bogner, analyst with Rockstone Research and CEO of bullion dealer Elementum International. Content to go against the grain, Bogner believes investors should be 100% invested in precious metals, both in physical metals and equities. He is interested not only in companies that are profitable now but also in ones that will someday be in the black again. In this interview with The Gold Report, he describes his ideal portfolio, which includes companies operating in far-flung places. More >

Survey: Companies 'Utterly Unprepared' for SEC Conflict Minerals Compliance
Source: Dorothy Kosich, Mineweb  (7/15/13)
"The PwC survey determined that the single biggest challenge for companies is getting accurate information from their suppliers." More >

Breakdown: British Columbia Explorers
Source: Visual Capitalistm  (7/15/13)
"Using 20+ variables, we've analyzed over 50 exploration companies and their main projects in B.C." More >

Something's Got to Give in the Precious Metals Market: Heiko Ihle
Source: Brian Sylvester of The Gold Report  (7/10/13)
These are scary times for precious metal investors. Resource equities are in the tank and, adding insult to injury, the gold price took a precipitous fall just days before summer, notoriously one of the slowest seasons for precious metals. Heiko Ihle, an analyst with Euro Pacific Capital in Connecticut, tells The Gold Report that something has to give. And soon. Ihle sets out a likely scenario and highlights some miners that are able to produce profitably at current metals prices.
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A Radical Solution for the Rare Earth Supply Crunch: Jack Lifton
Source: Alec Gimurtu of The Metals Report  (7/9/13)
Iron miners don't make cars, so why should rare earth miners make magnets? According to longtime rare earth expert/consultant Jack Lifton, "mine to magnet" vertical integration strategies are little more than pie in the sky schemes. But Lifton just might have the perfect solution for the world's rare earth element supply problems. In this interview with The Metals Report, Lifton tells us how a non-Chinese international rare earth toll refinery would get separated rare earths downstream more efficiently, while simplifying miners' business plans. Find out which companies could be part of the solution. More >

What the Fundamentals Say About Gold
Source: Julian Phillips, Gold Forecaster  (7/9/13)
"The fall in the gold price changed the entire dynamics of the gold market." More >