The Mining Report
...with even more coverage of emerging trends in the energy, metals and minerals investing space.
Interviews
Ron Struthers: Focus on Graphite Companies with Green Energy and Technology Strategies
Source: Brian Sylvester of The Gold Report (10/22/14)
Graphite equities continue to trade sideways, but a handful are starting to emerge as best-in-class plays as they race to secure offtake agreements by derisking their projects through resource upgrading and economic studies. Ron Struthers, editor and publisher of Struthers' Resource Stock Report, says that investors need to focus on companies with strategies designed to position themselves with green energy and technology firms. In this interview with The Gold Report, he names a few players that make the grade.
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Stefan Ioannou: Copper, Nickel and Zinc Won't Be Cheap for Long
Source: Kevin Michael Grace of The Mining Report (10/21/14)
The all-powerful U.S. dollar is currently hammering base metals and base metal equities. Haywood Securities Mining Analyst Stefan Ioannou says that increasing demand and near-term supply shortages make base metals a bargain that won't last. In this interview with The Mining Report, Ioannou argues that juniors with good deposits and low costs are in a unique position to benefit, and lists several companies that look to do just that.
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Three Ways to Play Uranium: Dundee's David Talbot Names His Top Draft Picks
Source: Tom Armistead of The Energy Report (10/16/14)
Investors in the uranium space are like Goldilocks: They have three major ways to play, says David A. Talbot, senior mining analyst at Dundee Capital Markets. The Athabasca Basin entices with high rewards for high risks. U.S.-based in-situ recovery offers stable cash flow from stable operations. And companies challenged by current market prices that are positioning themselves smartly for an upswing also provide opportunity. In this interview with The Energy Report, Talbot explains the turbulent currents roiling the uranium space, and names eight players he thinks are positioned just right.
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John Kaiser's Tips for Escaping the Resource Sector Swamp Alive
Source: JT Long of The Mining Report (10/14/14)
What if the goldbugs are wrong and fiat currency isn't going to throw the world into hyperinflation? What if, instead, a steadily growing economy and a new awareness of the importance of having security of supply for critical metals, along with a big exciting discovery that heats up the resource sector, are what pull sinking gold and silver prices and their related mining companies out of the muck? If so, John Kaiser tells The Mining Report that he has set his sights on the dozen companies that would star in this horror-turned-romantic epic adventure.
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The Best Offense Remains a Good Defense: M Partners' Derek Macpherson
Source: JT Long of The Mining Report (10/7/14)
With a strong dollar currently depressing the precious metals prices, M Partners Mining Analyst Derek Macpherson believes that fundamentals will kick in eventually and bring prices back up. In this interview with The Mining Report, he advises investors to look for low-risk companies on solid footing and discusses some of his favorite names that are poised to come out fighting.
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Catalyst Check: Natural Resources Watchlist at Three Months
Source: JT Long of The Gold Report (10/6/14)
At the Cambridge House Canadian Investment Conference in June, The Gold Report Publisher Jason Mallin asked a panel of experts picking a portfolio of stocks with upside potential for the 2014 Streetwise Reports Natural Resources Watchlist what they wanted to see in an equity. As always, Sprott US Holdings Inc. CEO Rick Rule, summed up the ideal beautifully. "We like reality at a discount," he said. Now that three months have passed, we decided to check in with Rick and co-panelists Joe Mazumdar from Canaccord Genuity and Keith Schaefer from Oil & Gas Investments Bulletin to see how that reality is playing out. You can always check the portfolio in real time at the Portfolio Tracker.
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Kal Kotecha: Going Against the Grain in Five Names
Source: Brian Sylvester of The Mining Report (9/30/14)
Economics professor and newsletter writer Kal Kotecha says to obtain superior results, you cannot do what everyone else is doing. He maintains that much of the risk associated with junior resource equities has been beaten out by the herd mentality and that selectively buying what's left presents mind-boggling opportunity. Kotecha shares some of those names in this interview with The Mining Report.
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Richard Karn's Advice for Avoiding the Walking Dead
Source: Special to The Gold Report (9/24/14)
Starved of cash, nearly 150 mining companies listed on the Australian Stock Exchange went into bankruptcy during the fiscal year
that ended June 30, and another 23 have gone under since then. Richard Karn, managing editor of the Emerging Trends Report, believes a fresh wave of failures is expected when the quarter ends September 30, and a major shakeout at some point appears likely. But the situation isn't grim for all the specialty metal companies down under. In this interview with The Gold Report, Karn shares a handful of names with the wherewithal to survive the onslaught.
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Sprott Fund Manager Jason Mayer's Guide to Resource Stock Profits
Source: JT Long of The Mining Report (9/23/14)
Miners are having a tough time getting funded, and although Canadian oil and gas has performed well over the last few quarters, some companies might be overvalued. No wonder investors are confused. In this interview with The Mining Report, Jason Mayer of Sprott Asset Management examines near- and long-term plays that look poised to deliver returns, and shares his criteria for selecting profitable investments in volatile resource markets.
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Jeff Desjardins and James Fraser Look at Junior Miners in a Way that May Surprise You
Source: Brian Sylvester of The Mining Report (9/16/14)
It's never too late to find a new way to evaluate mining companies, and Jeff Desjardins and James Fraser of Tickerscores.com have developed one based on over 20 different criteria. Add in some near-term catalysts and the wheat separates from the chaff. In this interview with The Mining Report, Desjardins and Fraser share the names of companies with some of Tickerscores.com's highest junior mining scores.
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Where to Look for Yield During a Time of Low Gas Prices: Elliott Gue
Source: Peter Byrne of The Energy Report (9/11/14)
With gas prices stuck at historic lows for the foreseeable future, bored investors can look toward master limited partnerships to increase profit yields on energy portfolios. Elliott Gue, energy investment strategist of Capitalist Times, spends his day finding great energy deals in the margins and curves. In this interview with The Energy Report, Gue does the dirty work and gives us his strategy so that investors can golf, yacht, and have fun without worrying about losing the value of their savings to inflation.
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Filipe Martins: African Miners that Can Generate Cash Flow and Dividends
Source: Kevin Michael Grace of The Mining Report (9/9/14)
Low all-in gold cash costs are a good thing, says London-based GMP Securities Analyst Filipe Martins, but they don't tell the whole story. In this interview with The Mining Report, Martins argues that the best companies are those with strong free cash flow yields and a view to return cash to investors. Many of these companies have gold, copper, titanium and graphite projects in Africa, which boasts low-risk jurisdictions in addition to high-grade geology.
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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.
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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.
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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.
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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.
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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.
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John Chu: Investors Can Feast on Fertilizer Yields
Source: Kevin Michael Grace of The Mining Report (7/29/14)
As the world grows ever larger, its people demand more and better food. This trend will continue to benefit investors in fertilizer companies, declares John Chu of AltaCorp Capital Inc. In this interview with The Mining Report, Chu explains that a near-term supply crunch is good news for juniors and highlights four companies with projects than can meet demand, as well as a revolutionary Canadian company that is pioneering agricultural streaming.
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From Argentina to the Athabasca: Etienne Moshevich on Hot Prospects
Source: Tom Armistead of The Mining Report (7/29/14)
Unearthing lucrative investments sometimes means following the money. In this interview with The Mining Report, Etienne Moshevich, editor of Alphastox.com, describes how juniors—and investors—can capitalize on the valuable resources the majors recognize in the vast shale oil fields of Argentina, Canada's glowing Athabasca Basin and elsewhere. Moshevich discusses companies equipped with both the management and resources to hitch a profitable ride on the majors' gravy train.
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Paul Renken: Bottom-Fishing for the Best Junior Resource Equities
Source: Brian Sylvester of The Gold Report (7/28/14)
It's the lazy days of summer and Paul Renken, senior geologist and analyst with VSA Capital, is bottom-fishing. He sees a lot of value in unloved resource equities and spends much of his time sifting through the lot to find juniors that will get the increasingly sparse financing needed to turn potential into production. Renken offers an abundant catch of equity picks in this interview with The Gold Report.
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Companies
Alkane Resources Ltd. (ANLKY:OTCQX; ALK:ASX) Alkane Resources Ltd. is a multicommodity mining and exploration company with a focus on gold, copper, zirconium, niobium and rare earths. Its projects and operations are located in the central west o ...
Alpha Exploration Inc. (AEX:TSX.V) Alpha Exploration Inc. is a junior mineral exploration and development company with strategically located uranium and gold properties in North America. Alpha Exploration was incorporated in October 20 ...
AMG Advanced Metallurgical Group N.V. (AMVMF:OTC) ...
Anfield Resources Inc. (ARY:TSX.V; ANLDF:OTCQB; 0AD:FSE) Anfield Resources Inc. is a mineral development company that aims to identify and acquire a balanced portfolio of assets, including both strategic resource projects that have the potential to ge ...
Arianne Phosphate Inc. (DAN:TSX.V; DRRSF:OTCBB; JE9N:FSE) Founded in 1997 under the name Arianne Resources Inc. and listed on the Toronto Stock Exchange in 2003, Arianne Phosphate Inc. is a Canadian mineral exploration company now focused on developing its L ...
Azincourt Uranium Inc. (AAZ:TSX.V) Azincourt Uranium Inc. is an exploration company focused on Canada's Athabasca Basin, the world's leading source of high-grade uranium. The company's management team has a strong track record of succe ...
Balmoral Resources Ltd. (BAR:TSX; BAMLF:OTCQX) Balmoral Resources Ltd. is a Vancouver-based precious metal exploration and development company focused on the delineation of both high-grade gold and nickel-copper-PGE discoveries on its wholly owned ...
Carbine Tungsten Ltd. (CNQ:ASX) Carbine Tungsten Ltd. has become a tungsten concentrate producer from its flagship project, the Mt. Carbine tungsten mine, in Far North Queensland. Historically, Mt. Carbine produced 40% of Australia' ...
Century Aluminum Co. (CENX:NASDAQ) ...
Commerce Resources Corp. (CCE:TSX.V; D7H:FSE; CMRZF:OTCQX) Commerce Resources Corp. is an exploration and development company with a particular focus on developing its Blue River tantalum and niobium deposit (British Columbia) and its Ashram rare earth elemen ...
DNI Metals Inc. (DNI:TSX.V; DG7:FSE) "DNI Metals Inc. holds six contiguous mineral properties in northeast Alberta, comprising a 2,720 sq-km land position over black shales locally enriched in base metals, uranium, lithium, specialty met ...
Energizer Resources Inc. (EGZ:TSX.V; ENZR:OTCQX) Energizer Resources Inc. is a mineral exploration and mine development company based in Toronto, Canada, that is developing its 100%-owned, flagship Molo graphite project in southern Madagascar. Molo ...
Energy Fuels Inc. (EFR:TSX; EFRFF:OTCQX; UUUU:NYSE.MKT) Energy Fuels Inc. is the largest conventional producer of uranium in the United States. The company owns the only conventional uranium mill in the U.S., the White Mesa mill in Utah. Energy Fuels als ...
Excellon Resources Inc. (EXN:TSX; EXLLF:OTCPK) Excellon Resources Inc.'s 100%-owned La Platosa mine in Durango is Mexico's highest-grade silver mine, with lead and zinc byproducts making it one of the lowest cash cost mines in the country. The com ...
Excelsior Mining Corp. (MIN:TSX.V) Excelsior Mining Corp. is developing the world’s largest low-cost in-situ copper project within the copper porphyry belt of Arizona. Based on an initial production rate of 110Mlb/year and a US$2.75/lb ...
Exeter Resource Corp. (XRA:NYSE.MKT; XRC:TSX; EXB:FSE) Exeter Resource Corp.'s flagship Caspiche project is well located in Chile's Maricunga district, which has good infrastructure and is in close proximity to other large scale mining operations and proj ...
Fission 3.0 Corp. (FUU:TSX-V) ...
Fission Uranium Corp. (FCU:TSX) Fission Uranium Corp. is a Canada-based uranium exploration company with a major discovery in the Athabasca Basin, home to the world's richest uranium deposits. Headed up by CEO Dev Randhawa, the comp ...
Focus Graphite Inc. (FMS:TSX.V; FCSMF:OTCQX; FKC:FSE) Focus Graphite Inc. is a midtier junior mining development company, a technology solutions supplier and a business innovator. The company aims to become one of the lowest-cost producers of technology ...
Focus Ventures Ltd. (FCV:TSX.V) Focus Ventures Ltd. acquires and develops quality phosphate projects in Latin America, where the discovery and development of new deposits is becoming increasingly important given the growing demand a ...
Forum Uranium Corp. (FDC:TSX.V) Forum Uranium Corp. is a Canada-based energy company with a focus on the acquisition, exploration and development of Canadian uranium projects in the Athabasca Basin, Saskatchewan, and the Thelon Basi ...
Franco-Nevada Corp. (FNV:TSX; FNV:NYSE) Franco-Nevada Corporation is a resource royalty and investment company owning a diversified portfolio of precious and base metal royalties, oil and natural gas royalties and other interests. The portf ...
Great Quest Metals Ltd. (GQ:TSX.V) Great Quest Metals Ltd. is a Canadian mineral exploration company focused on advancing the Tilemsi phosphate project in Mali, West Africa. Encompassing 1,206 sq km, this deposit boasts a large tonnage ...
Largo Resources Ltd. (LGO:TSX.V) Largo Resources Ltd. is a growing strategic mineral company with projects in Brazil and Canada. The immediate goal of the company is to bring its Maracás vanadium project to production in 2014. Largo ...
MAG Silver Corp. (MAG:TSX; MVG:NYSE) MAG Silver Corp. is focused on district-scale projects located within the Mexican Silver Belt. Its mission is to become one of the premier companies in the silver mining industry. MAG is conducting on ...
Mamba Minerals Ltd. (MAB:ASX) ...
Mandalay Resources Corp. (MND:TSX) Mandalay Resources Corp. is a Canadian-based natural resource company with producing assets in Australia and producing and exploration projects in Chile. The company is focused on executing a roll-up ...
Mason Graphite Inc. (LLG:TSX.V; MGPHF:OTCQX) Mason Graphite Inc. is a Canadian mining company focused on the exploration and development of its 100%-owned Lac Guéret graphite project, located in northeastern Québec. The graphite grade on this pr ...
Medallion Resources Ltd. (MDL:TSX.V; MLLOF:OTCQX; MRD:FSE) Medallion Resources Ltd. is rethinking rare earths. Headed by Dr. Bill Bird and supported by an experienced technical team, the company is well positioned to identify and exploit the world's most prom ...
Midland Exploration Inc. (MD:TSX.V) Midland Exploration is a dynamic and aggressive mineral exploration company focused on gold, base metals and REE mine discoveries in one of Canada's richest mining provinces, Quebec. The company is le ...
Mkango Resources Ltd. (MKA:TSX.V) Mkango Resources Ltd. is a mineral exploration and development company with a mission to maximize shareholder value while spearheading the development of mining in Malawi and implementing meaningful a ...
Namibia Rare Earths Inc. (NRE:TSX, NMREF:OTCQX) Namibia Rare Earths Inc. is a Canadian public company focused on the accelerated development of its 100%-held Lofdal rare earth project in Namibia. Lofdal is an early-stage, district-scale exploration ...
Nemaska Lithium Inc. (NMX:TSX.V; NMKEF:OTCQX) Nemaska Lithium Inc. is a development company with a high-grade lithium asset and patent-pending processes to produce high purity lithium hydroxide and lithium carbonate using electrolysis technology. ...
North American Nickel Inc. (NAN:TSX.V) North American Nickel Inc. is a mineral exploration company with 100%-owned properties in Maniitsoq, Greenland; Sudbury, Ontario; and the Thompson Nickel Belt in Manitoba. The Maniitsoq property in Gr ...
Northern Minerals Ltd. (NTU:ASX) Northern Minerals Ltd. is poised to become the world's next producer of dysprosium at its Browns Range HREE project in northern Australia. Following a milestone year, the company is significantly adva ...
Orvana Minerals Corp. (ORV:TSX) Orvana Minerals is a proven gold producer with significant growth opportunities and a strong balance sheet. The company owns and operates the Don Mario Mine in eastern Bolivia and is developing two ot ...
Pasinex Resources Ltd. (PSE:CNX) Pasinex Resources Ltd. is a base and precious metals company with a particular focus on exploration in Turkey. Pasinex has a joint venture with Turkish mining company Akmetal AS to explore for zinc an ...
Prima Diamond Corp. (PMD:TSX.V) Prima Diamond is focused on diamond exploration in the Slave Craton, Northwest Territories, Canada, which is host to the Daivik, Ekati, and Snap Lake diamond mines. The Prima diamond properties are si ...
Roughrider Exploration Ltd. (REL:TSX.V) Roughrider Exploration Ltd. is a Vancouver-based company engaged in uranium exploration in Saskatchewan. The company currently has an option agreement with Kivalliq Energy Corp. for its Genesis projec ...
Sierra Metals Inc. (SMT:TSX) Sierra Metals Inc. is a Canadian mining company focused on precious and base metals from its Yauricocha mine in Peru, and its Bolivar mine and Cusi mine in Mexico. In addition, Sierra Metals is explor ...
Soltoro Ltd. (SOL:TSX.V) Soltoro Ltd. is defining further resources on its El Rayo and Tecolote properties in Mexico. These projects make up the eastern portion of the Guachinango district and Cayden Resources Inc.'s El Barqu ...
Syrah Resources Ltd. (SYR:ASX) Syrah Resources Ltd. is an Australian resource company with a diversified exploration portfolio located in southeastern Africa. The Balama graphite and vanadium project in northern Mozambique is Syrah ...
Thor Mining Plc (THR:LSE; THR:ASX) ...
Trevali Mining Corp. (TV:TSX; TREVF:OTCQX; TV:BVL) Trevali Mining Corp. is a zinc-focused base metals development company. In Canada, it owns the Halfmile zinc-lead-silver mine, the Caribou mine and mill, and the Stratmat polymetallic deposit, all loc ...
Ucore Rare Metals Inc. (UCU:TSX.V; UURAF:OTCQX) Ucore Rare Metals Inc. is a development-phase mining company focused on establishing rare metal resources with near-term production potential. With multiple projects across North America, Ucore's prim ...
UEX Corp. (UEX:TSX) UEX Corporation has the largest known resources of uranium held by any junior exploration company operating in the Athabasca Basin, a politically stable, mining-friendly jurisdiction that contains the ...
Ur-Energy Inc. (URE:TSX; URG:NYSE.MKT) Ur-Energy Inc. is a junior mining company engaged in the identification, acquisition, exploration, development and operation of uranium projects in the United States and Canada. The company operates ...
Uranerz Energy Corp. (URZ:TSX; URZ:NYSE.MKT) Uranerz Energy Corporation is a U.S.-based uranium company focusing on near-term, commercial in-situ recovery (ISR) production in Wyoming—the country's largest uranium-producing state. Its management ...
Virginia Mines Inc. (VGQ:TSX) Virginia Mines Inc. is a mining exploration company with a royalty of 2.2% on the world-class Eleonore gold deposit, which is in a new district that is now considered a new mining camp. Virginia works ...
News
A Year of Hard-Wrought Lessons for Platinum "Mechanization is becoming more viable; we're going to see a more skilled workforce..." - Duduzile Ramela, Moneyweb (10/20/14) More >
Will Russia and South Africa Become the OPEC of Platinum? "Bloomberg reported last Wednesday that Russia and South Africa will meet next month to discuss their mutual interest in the white metals, and the possibility of bolstering prices." - Teresa Matich, Resource Investing News (10/12/14) More >
The History of Metals "The development of civilization has relied heavily on the discovery of metals." - Visual Capitalist (10/8/14) More >
Deutsche Bank Favors Base Metals over Precious Metals "Base metals are preferred over bulks and precious metals, said Deutsche Bank analysts in a recently published third-quarter preview." - Dorothy Kosich, Mineweb (10/6/14) More >
Nickel Pulls Back, But Still Looks Strong Although LME nickel prices retreated to US$7.80/lb in late September, Scotiabank Economist Patricia Mohr forecasts "The supply and demand balance for nickel in China is still expected to tighten noticeably by early 2015. - Dorothy Kosich, Mineweb (9/30/14) More >
Rick Rule: Seeing a Bullish Transition in Junior Gold Miners "The market itself is very healthy. You are seeing a transition. . .a transition that doesn't suggest, but rather screams that [junior resource issues are] under accumulation—which is a very, very bullish sign." - Tekoa Da Silva, SprottGlobal Resource Investments (9/26/14) More >
Commodities Capitulation—A Blip or the Start of Something More? "By most accounts, commodity prices are at five year lows. Almost everything, from gold to silver to iron ore to wheat to corn, is falling—hard. ." - Chris Berry, Disruptive Discoveries Journal (9/22/14) More >
Today's U.S. 'Baby' Will Consume 3 Mlbs Metals and Minerals In Lifetime "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." - Lawrence Williams, Mineweb (9/1/14) More >
CEOs in Mining The CEOs of the top 25 gold, silver, copper, coal and base metals mining companies in the world are profiled in this infographic. - Visual Capitalist (8/20/14) More >
Minerals Versus Marijuana "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." - Douglas French, The Daily Reckoning (8/19/14) More >
Like Gold, Base Metal Stocks Offer Huge Investment Opportunities "Base metals stocks have been some of the best performers so far this year as they have risen off their nadirs." - Lawrence Williams, Mineweb (8/1/14) More >
What Do Droughts Mean for Potash Investors? "Droughts, while not so good for farmers, are good for fertilizer prices." - Vivien Diniz, Resource Investing News (7/24/14) More >
Multibillion-Dollar Takeover Reflects Lithium Market Potential "The market for lithium, which is also used in batteries for laptop computers, may double in a decade, with demand growing at 7–10% annually." - Bloomberg (7/15/14) More >
2014 Commodities Halftime Report "After a disappointing 2013, the commodities market came roaring back full throttle, outperforming the S&P 500 Index by more than four percentage points and 10-year Treasury bonds by more than six." - Frank Holmes, U.S. Global Investors (7/14/14) More >
Palladium Price Soars to 13-Year High "Palladium's performance sets it apart from platinum. While platinum prices have been strong lately, reflecting the aftermath of the platinum sector strike in South Africa, that movement pales in comparison to palladium." - Kip Keen, Mineweb (7/7/14) More >
Canada Could Become REE Powerhouse. . .with Some Help The Canadian government could be doing more to fund REE academic and industry research and development, says a Canada House of Commons report. - Dorothy Kosich, Mineweb (6/30/14) More >
Bigger than Gold: It's Time to Buy the Precious Metal That's Primed to Double "For perspective, there were 5.4B cell phones on the planet in 2009. By the end of this year, estimates are that there will be 8B. It's going to take a lot of palladium for the world to keep talking, texting and tweeting." - Peter Krauth, Money Morning (6/23/14) More >
This Metal Problem Could Ignite China's Smoldering Crisis "Despite some limited potential weakness in the very near term, the global picture for base metals looks to be heating up from both a supply and demand perspective." - Peter Krauth, Money Morning (6/16/14) More >
Tesla's Gigafactory: The Critical Minerals Impact "At a time when supply chain security, transparency and responsibility are becoming central concerns for both manufacturers and consumers, IM Data discusses Tesla Motors' plans to build the world's biggest lithium-ion battery plant and the impact it could have on demand for critical minerals: graphite, lithium and cobalt." - Simon Moores, Industrial Metals (6/6/14) More >
The Lower the Uranium Price, the Higher the Rebound "Uranium prices still are irrationally low. This basing period is the best time to accumulate if you are a long-term investor who believes uranium will rebound." - Jeb Handwerger, GoldStockTrades (5/27/14) More >
North American REE Exploration & Development "Globally, the greatest proportion of demand for REEs is for application in magnets; though in the U.S. the majority of demand is in catalysts for petroleum refining, chemical processing and catalytic converters." - Derek Hamill, Zimtu Capital Corp. (5/19/14) More >
New, More Transparent, Contracts to End Africa's Resource Curse? "African nations are now much more 'up to speed' with what they should be demanding by way of a fair share of the resources being mined in their countries. New contracts are much tougher and some are being drafted with the idea of transparency and even online publication in mind." - Anthony Harrington (QFinance), EconomyWatch (4/28/14) More >
These Alternative Energy Stocks Will Soar on China's Rare Metal War "In 2012, production and consumption of the rare earth metals used in production of clean tech reached more than 100,000 metric tons, according to IHS Chemical. Today, the vast bulk of materials needed to build these technologies come primarily from China." - Money Morning (4/25/14) More >
Sanctions for Russia? Here Are the Real Winners "Russia is more than a major producer and exporter of energy and materials; Russia is also an important player within Western supply and product chains." - Byron King, Daily Resource Hunter (4/16/14) More >
Manganese Miners and Indonesia's Export Ban "Japan has sent a letter to Indonesia's foreign trade minister and will likely complain to the World Trade Organization about the ban and tariff structure, while copper industry heavyweight Freeport-McMoRan Copper & Gold has already signaled it may fail again to have a smelter ready by the extended deadline." - Teresa Matich, Resource Investing News (4/10/14) More >
What to Buy for Putin's New War: Nickel Could Surge "If Putin were to cut nickel exports to Europe and the U.S., nickel prices would jump. Prices have already gone up from $6.50/lb to $7.40/lb over the last 30 days." - Christian DeHaemer, Energy & Capital (3/20/14) More >
Making Green from Gold, Palladium and Pollution Concerns "It seems that fear surrounding the international political landscape is helping to push the precious metals prices higher and higher." - Frank Holmes, U.S. Global Investors (3/10/14) More >
Uranium Hot Spots: Mauritania, Gabon and Zambia "These countries have potential that has attracted many companies, from juniors to established multinationals." - Uranium Investing News (3/4/14) More >
Size Does Matter in Rare Earth Mining: Christopher Ecclestone "It looks like market watchers have started to get a handle on what makes a good rare earth company." - Vivien Diniz, Resource Investing News (2/24/14) More >
This "Workhorse" Metal Is Ready for a Breakout "Demand's rising. Supply's down. Zinc prices, and profits, are about to take off." - Peter Krauth, Money Morning (2/18/14) More >
Glencore Xstrata to Shed Copper Project; Juniors Pick Up Copper Assets "The newly formed Glencore Xstrata is looking to shed its $5.9 billion stake in the Tampakan copper project in the Philippines, proving that the company prefers investing in mines that are in operation or close to production." - Vivien Diniz, Copper Investing News (1/30/14) More >
The Rare Earth Commodities that Just Won't Go Away "The Chinese still hold the trump card when to comes to rare earth production—they still produce over 95% of the world's supply." - Byron King, The Daily Reckoning (1/23/14) More >
Rules of Thumb for Junior Mining Speculators: A Light at the End of the Tunnel "Fundamental trends have been set in motion over the past few years that follow upon the previous decade-long bull market and that point to an improving investment climate for the junior miners." - Brent Cook, Exploration Insights (1/13/14) More >
Uranium Bull Market to Gather Steam over Next 18 Months: Scotiabank "Scotiabank analysts make noise on the uranium drum, drawing a what-if supply/price picture if Japan restarts reactors." - Kip Keen, Mineweb (1/13/14) More >
Bullish or Bearish: Mining Sector Prospects for 2014 "The mining sector is not dead. . .not by a long shot. Sure, many metals are relying on an inflationary rally, which may or may not happen in 2014, but others are simply poised to move higher in value based on a supply crunch that has been building for several years. You can't ignore fundamentals." - PinnacleDigest (1/5/14) More >
The Fight for this Obscure Copper Mine in Peru Is Your First Major Buy Signal "Blackstone's interest in Las Bambas likely means the firm smells an opportunity in both mining and copper, simultaneously." - Peter Krauth, Money Morning (12/24/13) More >
Metals Shortages, Lack of Substitutes May Harm Innovation: Yale Report "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." - Dorothy Kosich, Mineweb (12/9/13) More >
Platinum and Copper Are the Metals of the Future: Robert Friedland 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. - Lawrence Williams, Mineweb (12/2/13) More >
Uranium: The Metal of Tomorrow Nuclear power is a clean energy source that will be used well into the future to help meet the world’s growing energy requirements. In this infographic, Visual Capitalist highlights uranium’s history, properties and fundamentals moving forward. - Visual Capitalist (11/19/13) More >
Investing in Platinum: Demand to Hit Record High in 2013 "In its Platinum 2013 Interim Review, Johnson Matthey said the platinum market this year is moving toward a supply and demand deficit of 605,000 ounces—the largest deficit since 1999. That's up from a 340,000-ounce shortfall in 2012." - Tony Daltorio, Money Morning (11/18/13) More >
What Global Copper Reserve Estimates Don't Reveal "World copper reserves are currently placed at around 630 million tons. When considered as just a single consolidated global num¬ber, copper reserves seem large and adequate for several decades of production at 2012 levels. Unfortunately most people do not take into consideration that these reserves are made up of many separate deposits, each of which has to be considered as a standalone and on its own merits." - Richard Mills, Ahead of the Herd (11/11/13) More >
Carbon Is the Problem: Is Graphene the Solution? "The search is on to find a better material than silicon—one that is much more energy-efficient and less likely to produce waste heat." - Christine Hertzog, The Energy Collective (10/31/13) More >
Does Thorium Deserve a Role in Next-Generation Nuclear Energy? "The world is still using the raw materials and components with one of the basic designs that built the first commercial nuclear power reactor more than a half-century ago." - Jim Pierobon, The Energy Collective (10/30/13) More >
When Nuclear Energy Lights Every Home on Earth "Sooner than you think, biology will be reprogrammed to 'grow' new energy." - Josh Grasmick, Daily Reckoning (10/28/13) More >
Emerging Technologies Could Transform Nuclear Power and Wind Energy "Molten salt reactors could eliminate the problem of nuclear waste, and arranging vertical-axis wind turbines like 'a school of fish' could make wind farms more efficient, with a smaller land footprint." - Marty Biancuzzo, Tech & Innovation Daily (10/17/13) More >
The Other Precious Metal Can Double Your Money Now "Even when the government isn't on the brink of financial suicide, palladium is in heavy—and growing—demand." - Peter Krauth, Money Morning (10/17/13) More >
Diversified Miners Pin Hopes to Iron Ore and China "Record export figures from Western Australia's Port Hedland suggest iron ore miners BHP Billiton, Fortescue Metals and Atlas Iron are set to report strong quarterly earnings in the coming two weeks." - Alex Williams, Mineweb (10/7/13) More >
McKinsey Report: Commodities Supercycle Dead? Hardly. "Over the past 13 years, the average annual volatility of resources prices has been three times what it was in the 1990s, resulting in a new era of resource price supercycles." - Dorothy Kosich, Mineweb (9/30/13) More >
The Platinum Series: Part II "The entire world supply of platinum is far less than gold or silver." - Visual Capitalist (9/16/13) More >
Zinc Faces Structural Deficit as Demand Outstrips Supply: Glencore "According to Glencore's presentation, a 5% increase in demand equates to around 600,000 mt of new zinc mine capacity needed every year; by 2016 nearly 2 million mt of new annual production will required." - Andy Blamey, Platts (9/10/13) More >
Expert Quotes
LLG Working on Graphene Challenge The Gold Report Interview with Ron Struthers -"LLG is the leader as far as graphite grade is concerned." (10/22/14)
Grafoid Opens Technical Plant The Gold Report Interview with Ron Struthers -"Grafoid just opened a technical plant in Kingston, Ontario." (10/22/14)
FMS Only North American Company with Graphite Offtake Agreement The Gold Report Interview with Ron Struthers -"FMS successfully tested upgrading the Lac Knife graphite to battery grade." (10/22/14)
URE Warrants Outperform David Sadowski, Raymond James -"URE continues to perform at its 100%-owned Lost Creek mine." (10/22/14)
UEX: More Likely to Move Needle David Sadowski, Raymond James -"UEX's shift in focus from Shea Creek to Hidden Bay is a positive one." (10/22/14)
FCU Remains Top Pick David Sadowski, Raymond James -"No undeveloped asset rivals the combined attributes of FCU's PLS." (10/22/14)
TV Leader of Zinc Pack The Mining Report Interview with Stefan Ioannou -"TV is poised to become the marquee name in the zinc space." (10/21/14)
NAN Features Nickel Sulfide The Mining Report Interview with Stefan Ioannou -"NAN's Maniitsoq project in Greenland has a type of geology similar to Voisey's Bay." (10/21/14)
BAR Discovery Garners Attention The Mining Report Interview with Stefan Ioannou -"BAR has made a high-grade nickel sulfide discovery at its Grasset project." (10/21/14)
LGO Continues Ramp-up Luisa Moreno, Euro Pacific Canada -"The TSX.V approved consolidation of LGO's shares on a 1:10 basis." (10/17/14)
CEE Closes Private Placement Arie Papernick, Secutor Capital Management -"CCE is cashed up and ready to advance Ashram." (10/17/14)
FCU: All 61 Summer Drill Holes Successful at PLS The Energy Report Interview with David Talbot -"FCU is a no-brainer; the company cannot miss." (10/16/14)
URE: Shirley Basin Project Suitable for ISR Mining The Energy Report Interview with David Talbot -"Production at URE's Lost Creek has gone well in year one." (10/16/14)
EFR: Hot Pick for a Rising Price Environment The Energy Report Interview with David Talbot -"EFR's recent sales were almost double those of spot prices; the company has some excellent contracts." (10/16/14)
NRE Completes PEA The Mining Report Interview with John Kaiser -"NRE's PEA reported an after-tax IRR of 43%." (10/14/14)
XRA Has Funds to Complete Studies The Mining Report Interview with John Kaiser -"XRA's gold-copper Caspiche deposit has been modeled for multiple mining scenarios." (10/14/14)
MND: Q3/14 Production Beat as Cuffley Takes Hold at Costerfield Andrew Kaip, BMO Capital Markets -"MND's Q3/14 production numbers were a solid beat compared to our expectations." (10/14/14)
AMM's PEA Shows Good Economics The Gold Report Interview with Adrian Day -"AMM's balance sheet is great." (10/13/14)
CNQ's Offtake Agreement Is a Boon Vivien Diniz, Resource Investing News -"CNQ is getting closer to becoming one of the leading producers of tungsten in the Western world." (10/13/14)
RD: Lots of Money and Big Plans Thibaut Lepouttre, Caesars Report -"RD's Santa Rosa is a perfect fit for investors looking for low-capex and high-margin projects." (10/13/14)
FVI's Operations Remain Strong in Q3/14 While Focused on Expansion Benjamin Asuncion, Haywood Securities -"FVI's expansion studies at San Jose continue toward a decision by year-end." (10/10/14)
Expect FVI To Beat Guidance After Strong Q3/14 Graeme Jennings, Cormark Securities -"We are upgrading our recommendation on FVI from Market Perform to Buy." (10/10/14)
FMS: Grafoid Finalizes Its Acquisition of Alcereco Ben Kramer-Miller, Seeking Alpha -"Of the late-stage Canadian graphite companies, I continue to believe FMS is the best positioned." (10/10/14)
TV Reports Q3/14 Production Barry Allan, Mackie Research Capital -"The grades of all metals at TV's Santander increased QOQ in Q3/14." (10/9/14)
TV: Outperform Reiterated Adam Low, Raymond James -"Q3/14 was another solid quarter of production for TV's Santander." (10/9/14)
TV Gains Momentum Ian Parkinson, GMP Securities -"TV's Q3/14 production beat our expectations on high grades." (10/9/14)
TV: Byproduct Grades Improve Derek Macpherson, M Partners -"In Q3/14, TV's QOQ silver grades increased by 15%, lead by 49%." (10/9/14)
CCE Continues Derisking Efforts Derek Hamill, Zimtu Capital Corp. -"Material from CCE's Ashram achieved +40% TREOs with 70% REE recovery." (10/9/14)
FMS Warrants Positive Recommendation Jon Hykawy, Investor Intel -"FMS' Lac Knife is a good project by any measure." (10/9/14)
URE Provides Production Update Joe Reagor, ROTH Capital Partners -"URE is poised to leverage its operating capacity if the recent uranium recovery continues." (10/9/14)
TV Best Way to Leverage Zinc The Gold Report Interview with David Morgan -"TV has plans to bring on several new mines over the next three years." (10/8/14)
TV: Strong Santander Performance Stefan Ioannou, Haywood Securities -"TV increased its 2014E production guidance for Santander." (10/8/14)
TV: Three Consecutive Beats Joseph Gallucci, Dundee Capital Markets -"TV's Q3/14 full production at Santander did not disappoint." (10/8/14)
TV: Still Buy Rated Chris Chang, Laurentian Bank Securities -"Q3/14 payable production at TV's Santander was better than expected." (10/8/14)
URE Announces Solid Q3/14 Numbers David Sadowski, Raymond James -"URE is one of the premier vehicles for exposure to the uranium space." (10/8/14)
URE Reports Q3/14 Results Mike Wichterle, Cantor Fitzgerald -"URE's contracted price for uranium sold represented a 67% premium to the current spot price." (10/8/14)
TV Only Pure-Play Name The Mining Report Interview with Derek Macpherson -"TV has strong commodity fundamentals and it has a strong organic growth profile." (10/7/14)
TV: Zinc Continues to Beat the Alternatives Derek Macpherson, M Partners -"TV is our top base metals pick as it continues to benefit from strong supply and demand fundamentals." (10/7/14)
XRC Expands Water Testing Program Daniel Earle, TD Securities -"Validating the potential water source at XRC's Caspiche will greatly derisk the project." (10/7/14)
THO Coverage Is Initiated at Outperform Ralph Profiti, Credit Suisse -"THO is one of the better positioned mid-tier precious metals companies." (10/7/14)
FCU: Favorable Drill Results David Sadowski, Raymond James -"All of FCU's 29 holes cut noteworthy lengths of mineralization." (10/6/14)
FCU: Solid Assay Results Rob Chang, Cantor Fitzgerald -"FCU announced a hole that is the second best ever reported on PLS." (10/6/14)
FCU: Second Best Hole David Talbot, Dundee Capital Markets -"FCU's hole -248 has the strongest discrete PLS interval ever." (10/6/14)
FCU: Conditional TSX Listing Approval Rob Chang, Cantor Fitzgerald -"Graduation from the TSX.V to the TSX should improve FCU's liquidity." (10/3/14)
MKA: PFS Impresses Christopher Ecclestone, Hallgarten & Co. -"MKA's prefeasiblity numbers were attractive, and gave the stock price a deserved kick upwards." (10/1/14)
FCU Sustains Patterson Lake South Excitement The Mining Report Interview with Kal Kotecha -"FCU is probably the best junior uranium company available to resource investors." (9/30/14)
LGO's Financing Will Support Mine Ramp-up Luisa Moreno, Euro Pacific Canada -"LGO has begun producing vanadium pentoxide at market specification." (9/30/14)
Initiates Coverage of MIN Lawrence Roulston, Resource Opportunities -"MIN's Gunnison copper project will use low-cost in situ recovery." (9/30/14)
FCU Hits Big at PLS Rob Chang, Cantor Fitzgerald -"Mineralization levels in six of the seven new drill holes at FCU's PLS registered off the chart." (9/29/14)
LGO's Maracás Continues to Impress Joseph Gallucci, Dundee Capital Markets -"LGO's Maracás positions the company to benefit from improving vanadium fundamentals." (9/29/14)