Streetwise Expert Interviews

Ron Struthers

Ron Struthers: Focus on Graphite Companies with Green Energy and Technology Strategies

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.

(10/22/14) More >
Stefan Ioannou

Stefan Ioannou: Copper, Nickel and Zinc Won't Be Cheap for Long

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.

(10/21/14) More >


Read more Streetwise Interviews. . .

including An Ebola Armageddon Could Trigger a Rebirth in Gold and Silver Prices: Eric Sprott (10/20/14) More >

Newsletter Briefs

"FMS successfully tested upgrading the Lac Knife graphite to battery grade." (10/22/14) Focus Graphite Inc. - The Gold Report Interview with Ron Struthers More >

"Grafoid just opened a technical plant in Kingston, Ontario." (10/22/14) Grafoid Inc. - The Gold Report Interview with Ron Struthers More >

"LLG is the leader as far as graphite grade is concerned." (10/22/14) Mason Graphite Inc. - The Gold Report Interview with Ron Struthers More >

"BAR has made a high-grade nickel sulfide discovery at its Grasset project." (10/21/14) Balmoral Resources Ltd. - The Mining Report Interview with Stefan Ioannou More >

"NAN's Maniitsoq project in Greenland has a type of geology similar to Voisey's Bay." (10/21/14) North American Nickel Inc. - The Mining Report Interview with Stefan Ioannou More >

"TV is poised to become the marquee name in the zinc space." (10/21/14) Trevali Mining Corp. - The Mining Report Interview with Stefan Ioannou More >

"RD's Santa Rosa is a perfect fit for investors looking for low-capex and high-margin projects." (10/13/14) Red Eagle Mining Corp. - Thibaut Lepouttre, Caesars Report More >

"CNL's drill program at Buritica proved successful." (10/14/14) Continental Gold Ltd. - Ben Kramer-Miller, Seeking Alpha More >

Expert Analysis

"Construction at GUY's Aurora is now 40% complete." (10/20/14) Guyana Goldfields Inc. - Trevor Turnbull, Scotia Capital More >

"Continued operational execution should see KDX's stock begin trading at a premium to its peers." (10/20/14) Klondex Mines Ltd. - Derek Macpherson, M Partners More >

"CCE is cashed up and ready to advance Ashram." (10/17/14) Commerce Resources Corp. - Arie Papernick, Secutor Capital Management More >

"TMM should be able to meet the upper end of full-year production guidance." (10/17/14) Timmins Gold Corp. - Andrew Kaip, BMO Capital Markets More >

"GPR reported total silver production of 566 Koz for Q3/14, a 35% QOQ increase." (10/17/14) Great Panther Silver Ltd. - Ash Guglani, Salman Partners More >

"MND reported an all-time quarterly production record for gold, antimony and Au eq." (10/15/14) Mandalay Resources Corp. - Craig Foggo, RFC Ambrian More >

"We have increased our rating on THO to Buy from Neutral." (10/15/14) Tahoe Resources Inc. - Michael Jalonen, Bank of America Merrill Lynch More >

"SVL recovered 72% silver and 92% gold in Q3/14." (10/15/14) SilverCrest Mines Inc. - Benjamin Asuncion, Haywood Securities More >

Learn More About Companies in This Issue

Producers

Alkane Resources Ltd.

Allied Nevada Gold Corp.

Argonaut Gold Inc.

Atna Resources Ltd.

Carbine Tungsten Ltd.

Comstock Mining Inc.

Excellon Resources Inc.

Fortuna Silver Mines Inc.

Galane Gold Ltd.

Goldcorp Inc.

Gran Colombia Gold Corp.

Great Panther Silver Ltd.

Klondex Mines Ltd.

Largo Resources Ltd.

Mandalay Resources Corp.

Marlin Gold Mining Ltd.

Primero Mining Corp.

Richmont Mines Inc.

Sierra Metals Inc.

Silver Wheaton Corp.

SilverCrest Mines Inc.

St Andrew Goldfields Ltd.

Tahoe Resources Inc.

Timmins Gold Corp.

Trevali Mining Corp.

Royalty Companies

Franco-Nevada Corp.

Silver Wheaton Corp.

Terraco Gold Corp.

Virginia Mines Inc.

Vista Gold Corp.

Near-Term Producers

Alexco Resource Corp.

Asanko Gold Inc.

Continental Gold Ltd.

DNA Precious Metals Inc.

Excelsior Mining Corp.

Focus Graphite Inc.

Guyana Goldfields Inc.

Integra Gold Corp.

MAG Silver Corp.

Northern Minerals Ltd.

NOVAGOLD

Pershing Gold Corp.

Syrah Resources Ltd.

True Gold Mining Inc.

Ucore Rare Metals Inc.

Project Generators

Almaden Minerals Ltd.

Midland Exploration Inc.

Explorers

Almaden Minerals Ltd.

Auryn Resources Inc.

Balmoral Resources Ltd.

Castle Mountain Mining Co. Ltd.

Clifton Star Resources Inc.

Columbus Gold Corp.

Commerce Resources Corp.

Continental Gold Ltd.

Eagle Hill Exploration Corp.

Exeter Resource Corp.

Gold Standard Ventures Corp.

Inception Mining Inc.

Integra Gold Corp.

Lion One Metals Ltd.

Mason Graphite Inc.

Medallion Resources Ltd.

Midland Exploration Inc.

Mkango Resources Ltd.

Namibia Rare Earths Inc.

North American Nickel Inc.

Pasinex Resources Ltd.

Pilot Gold Inc.

Precipitate Gold Corp.

Premier Gold Mines Ltd.

Pretium Resources Inc.

Prima Diamond Corp.

Probe Mines Limited

Red Eagle Mining Corp.

Rye Patch Gold Corp.

Soltoro Ltd.

Source Exploration Corp.

Terraco Gold Corp.

TerraX Minerals Inc.

True Gold Mining Inc.

Unigold Inc.

Victoria Gold Corp.

Virginia Mines Inc.

Vista Gold Corp.

WCB Resources Ltd.

Merchant Banks and Funds

Forbes & Manhattan

Zimtu Capital Corp.

Critical and Specialty Metals & Minerals

Alkane Resources Ltd.

Balmoral Resources Ltd.

Commerce Resources Corp.

Energy Fuels Inc.

Focus Graphite Inc.

Mandalay Resources Corp.

Mason Graphite Inc.

Medallion Resources Ltd.

Midland Exploration Inc.

Mkango Resources Ltd.

Namibia Rare Earths Inc.

North American Nickel Inc.

Northern Minerals Ltd.

Syrah Resources Ltd.

Ucore Rare Metals Inc.