Pro-Or Seizes Market Opportunity with Platinum Recycling Technology
Source: J. Alec Gimurtu of The Metals Report  (9/18/13)
The largest end-use application for platinum group metals, automotive catalytic converters, is also North America's largest potential source. Every year, nearly 15 million North American cars expire—and recycling the platinum group metals within them is far cheaper than building a three-mile mine shaft in a faraway country. In this interview with The Metals Report, Sylvain Boulanger, CEO of Pro-Or Inc., describes how his company's technology improves recoveries, simplifies the supply chain and reduces costs. More >

Brent Cook: Do NI 43-101s Provide a False Sense of Security?
Source: Karen Roche of The Gold Report  (9/18/13)
Many mining companies find themselves in a high-grading dilemma, according to Brent Cook, publisher of Exploration Insights. As companies deplete higher grade reserves, they have to acquire new deposits. But unless you are a geologist, don't look to NI 43-101s to always give you reliable information about the quality of a resource. They often don't provide the data needed to make intelligent decisions, says Cook in this interview with The Gold Report. Cook is interested in investing only in world-class deposits and shares some of the names on his list. More >

Paul Renken: It's Time for Retail Investors to Capture Metals Upside
Source: Brian Sylvester of The Metals Report  (9/17/13)
When gold and silver took a plunge, institutional investors went bargain shopping right away, says Paul Renken, mining analyst with VSA Capital. Now it's time for retail investors to ride upside momentum in copper, zinc, tungsten and phosphate. In this interview with The Metals Report, Renken shares his outlook for base and minor metals, as well as the companies that could outperform on the back of climbing commodity prices. (Hint: It's not usually the majors.) More >

Is the Peruvian Government Becoming More Mining Friendly?
Source: Brian Sylvester of The Gold Report  (9/16/13)
With a credit rating higher than Mexico and Brazil, Peru should be high on the list of mining investors, but confidence has been shaken over the last few years when the government revoked some high-profile mining licenses. According to Lima-based Kallpa Securities Managing Director Ricardo Carrión and President Alberto Arispe, recent government actions might signal a reset, with the government even acting as a mediator between mining companies and the local communities. In this interview with The Gold Report, Carrión and Arispe detail the state of mining exploration in Peru and discuss companies actively exploring, including one that just received its long-awaited environmental approval.
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The Platinum Series: Part II
Source: Visual Capitalist  (9/16/13)
"The entire world supply of platinum is far less than gold or silver." More >

Summers' Fed Exit Fails to Spur Precious Metals
Source: Adrian Ash, Bullion Vault  (9/16/13)
"Former U.S. Treasury Secretary Larry Summers last night withdrew from being considered for the role of U.S. Federal Reserve chief, citing strong political opposition." More >

Historic Buying Opportunity Coming in Gold Stocks
Source: Jordan Roy-Byrne, The Daily Gold  (9/16/13)
"The first reason I expect a retest is the current recovery has veered off historical course." More >

Historic Buying Opportunity Coming in Gold Stocks
Source: Jordan Roy-Byrne, The Daily Gold  (9/16/13)
"The first reason I expect a retest is the current recovery has veered off historical course." More >

Finding Low-Risk Miners in Today's Minefield: Adrian Day
Source: Brian Sylvester of The Gold Report  (9/11/13)
Adrian Day is finding that the glass is definitely half full these days. While the founder of Adrian Day Asset Management believes that volatility in precious metal stocks will continue, he also believes that gold's extreme bottom is behind us and macroeconomic and geopolitical conditions will continue to support gold. In this interview with The Gold Report, Day is downright exuberant on gold stocks and discusses royalty companies, prospect generators, majors and juniors that can mitigate risk. More >

David Franklin: Is Platinum the New Gold?
Source: Peter Byrne of The Metals Report  (9/10/13)
The Goldrums of June are giving way to a new dawn for platinum group metals, says David Franklin, a market strategist at Sprott Asset Management. While white metal miners face a variety of challenges, there is an increasing demand for platinum and palladium from vehicle manufacturers in the U.S. and China. And supplies of the hard-to-find metal are vanishing day by day. Now is the time to buy into existing stockpiles of the precious metal, Franklin tells The Metals Report. More >

Zinc Faces Structural Deficit as Demand Outstrips Supply: Glencore
Source: Andy Blamey, Platts  (9/10/13)
"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." More >

What Western Supply and Asian Demand Mean for Gold: Brien Lundin
Source: Brian Sylvester of The Gold Report  (9/9/13)
The global rally for gold underway since late June will soon translate to juniors, says Brien Lundin, CEO of Jefferson Financial and the publisher/editor of Gold Newsletter. With so many undervalued companies in safe North American jurisdictions, he sees no reason to add sovereign risk to a portfolio. In this interview with The Gold Report, Lundin details which companies he follows and why, highlighting one area where major discoveries are "lined up like pearls on a string." More >

Will Gold Follow Its Seasonal Pattern This Year?
Source: Frank Holmes, U.S. Global Investors  (9/9/13)
"Historically, September has been gold's best month of the year. Looking at more than four decades of monthly returns, the precious metal has seen its biggest increase this month, averaging 2.3%." More >

Five Ways to Play Gold and Silver
Source: Byron King, Daily Reckoning  (9/5/13)
"The past two years have not been kind to our favorite precious metals." More >

The Impending Shakeout in the Rare Earth Sector: Who Will Survive?
Source: Gareth Hatch, Technology Metals Research  (9/5/13)
"Though there are exceptions, in general the supply chain doesn't care which REE projects will successfully come to fruition, only that enough come to fruition such that their ability to secure REE metals, oxides and other compounds from sources outside of China, at a reasonable price, is realized." More >

Thrive, Survive or Die: Barry Allan on Stress-Testing Junior Gold Miners
Source: Brian Sylvester of The Gold Report  (9/4/13)
Analysts at Mackie Research Capital crunched the data to stress test which junior miners would thrive, survive or die at $1,000/oz gold and $18/oz silver. In this interview with The Gold Report, Barry Allan, director and vice chairman of Mackie's mining group, delves into details on some of those companies and offers hope that the sector, instead of going to hell in a handbasket, is actually rebounding.
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Peruvian Precious Metals Repeating a Winning Formula
Source: Alec Gimurtu of The Gold Report   (9/4/13)
The management team that took Prodigy Gold from a $25 million market cap junior to a $340 million buyout in less than three years is back with a new company that it believes is tailor made for applying its formula for success. In this interview with The Gold Report, CEO Brian Maher and VP of Corporate Development Kimberly Ann discuss their latest project, how they are "managing through change" and what differentiates them in an industry of over-promoting and under-delivering juniors. Clear communication is part of the formula, but there is more than talk when it comes to advancing a great project in South America's largest gold producing region. More >

Dave Forest: How to Play the Looming Platinum Supply Crisis
Source: Kevin Michael Grace of The Metals Report  (9/3/13)
South Africa, platinum mining giant, is about to fall off the investment map, says Dave Forest of Pierce Points. Until the country sorts out its labor politics, there is a real need to establish alternative sources of platinum group metals, vanadium and manganese. In other words, while it's a bad time to be a miner in South Africa, it's a good time to hold in-ground reserves. In this interview with The Metals Report, Forest names deposits in the Americas and elsewhere in Africa with the potential to meet global platinum needs. But he's choosing carefully, because even in times of scarcity, Forest argues, it just won't do to develop anything other than the best, most economic mining projects. More >

A Bombed Out Gold Market Is Bottoming
Source: Mary Anne and Pamela Aden, The Aden Forecast  (8/30/13)
"The June lows look like a classic bottom." More >

Follow the Beta Plays with Junior Silver Miners: PureFunds' Andrew Chanin
Source: Brian Sylvester of The Gold Report  (8/28/13)
PureFunds has a simple strategy: Be first in the market with innovative exchange-traded funds. Andrew Chanin, PureFunds' co-founder and COO, describes the firm's ISE Junior Silver ETF and the factors that make a "leveraged play to the actual spot price of the metal." In this interview with The Gold Report, Chanin goes on to list some of the names included in the fund and explains how they contribute to its success.
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Anthony Mariano: Calling Next-Generation REE Investors
Source: Brian Sylvester of The Metals Report  (8/27/13)
If you thought you had rare earth element mining all figured out, think again. Dr. Anthony Mariano and his son, Anthony Jr., work as geological consultants to many rare earth companies, and say even they have more to learn. But if you're looking for a sector that will nurture your inner nerd, rare earth elements may be the play for you. In this interview with The Metals Report, geek out with the Marianos as they talk rare earths and igneous, metamorphic and sedimentary rocks. More >

Why Gold Prices Are Up
Source: Diane Alter, Money Morning  (8/27/13)
"Propelling gold prices Tuesday was a move from 'risk-off' trades into safe haven assets." More >

Small (Capex) Is Beautiful in Silver and Gold, Says Salman's Ash Guglani
Source: Kevin Michael Grace of The Gold Report   (8/26/13)
Multibillion-dollar capital expenditures for precious metals projects have gone the way of the dinosaur, says Ash Guglani, research analyst at Salman Partners. In this interview with The Gold Report, Guglani delivers a report card for eight gold and silver companies, with the highest grades going to those that have kept down costs and have kept capital requirements modest. More >

Standard Bank: Platinum Unlikely to Sustain Rallies Above $1,500
Source: Geoff Candy, Mineweb  (8/26/13)
Despite continued labor tensions within the South African platinum sector, platinum is unlikely to rally significantly above $1,500 per ounce for any sustained length of time, says Standard Bank. More >

Gold Bull Off to the Races Once Again
Source: Jason Hamlin, Gold Stock Bull  (8/25/13)
"After a restful slumber, the gold bull appears to be fully energized and off to the races once again." More >