Streetwise Articles
The Three Ways Frank Holmes and Brian Hicks Play the Junior Resource Space
Source: JT Long of The Gold Report (6/7/13)
The recent volatility in the gold market has investors taking a second look at their strategies. In this interview with The Gold Report, Frank Holmes and Brian Hicks of U.S. Global Investors discuss their criteria for investment decisions, the factors they think will affect the gold sector and how ETFs are distorting the gold equities market.
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China Planning New Rare Earth Crackdowns
Source: Dorothy Kosich, Mineweb (6/7/13)
"China accounted for more than 85% of global rare earth production last year, also accounting for 70% of global consumption."
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Sprott's Michael Kosowan Asks: Are You Swayed or Afraid?
Source: Special to The Gold Report from the Cambridge House World Resource Investment Conference (6/5/13)
Many investors are wondering if the words "gold" and "opportunity" can coexist in the same sentence. Michael Kosowan of Sprott Global Resource Investments answers with a resounding "yes." He believes in the Pareto Principle—80% of the gain is derived from 20% of the stocks—and that contrarians will be rewarded in this "wonderfully miserable market." To find that 20%, Kosowan outlines the criteria he uses when sizing up a junior mining company.
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How to Play Nevada's Gold Rush
Source: Matt Insley, The Daily Reckoning (6/5/13)
"According to the U.S. Geological Survey, Nevada mined over 5.4 Moz of gold in 2012. That accounts for 75% of domestic production."
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The Conflict over Conflict Metals: Lisa Reisman
Source: Brian Sylvester of The Metals Report (6/4/13)
Much has been said of the massive scope of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and Lisa Reisman, managing editor of MetalMiner.com, sees opportunity in the controversial provisions governing conflict minerals. In this interview with The Metals Report, Reisman discusses how companies are dealing with the new requirements and names companies closest to production in the crucial tantalum, tungsten and tin space.
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Gold Stock Seller's Remorse
Source: Jeff Clark, Casey Research (6/4/13)
"I think sellers abandoned gold equities prematurely on weak grounds, and will be back when that becomes obvious, joined by even bigger numbers of new investors."
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Marc Faber: The World Is a Mess, But Junior Mining Stocks Could Double
Source: JT Long of The Gold Report (6/3/13)
The world's economy is in tatters and safe havens are few and far between, says legendary contrarian Marc Faber. The banking crisis in Cyprus has shown that even bank deposits are not safe. The publisher of the Doom, Boom and Gloom newsletter, surveying the world from his perch in Hong Kong, discusses the impact of unemployment in Europe, the economic slowdown in China, asset bubbles and the turnaround prospects for precious metals miners. Faber also reveals his investment strategy for these volatile times in this interview with The Gold Report.
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Why Stocks and Gold Are About to Reverse Course
Source: Toby Connor, Gold Scents (6/2/13)
"Without fail liquidity eventually finds its way into undervalued assets."
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SilverStrategies' Sean Rakhimov Advises Diversity
Source: Brian Sylvester of The Gold Report (5/31/13)
It's these times—volatile markets that shake you to your core—when you truly learn what kind of investor you are, says Sean Rakhimov, the founder of SilverStrategies. The investors who face these testing times, never forgetting why they sunk their funds into precious metals in the first place, are soon to be rewarded, according to Rakhimov. In this interview with The Gold Report,
Rakhimov explains why he believes that investors who haven't been shaken out of stocks yet will be able to cash in on a "triple" headed to the silver sector and discusses a handful of companies that investors need to pay attention to.
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The Copper–S&P 500 Disconnect
Source: Scott Wright, Zeal Intelligence (5/31/13)
"No longer just a boring industrial metal, copper is a flamboyant asset that has made fortunes for investors and speculators."
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Rick Rule's Reasons to Buy Gold and Select Gold Stocks
Source: Jeff Clark, Casey Research (5/30/13)
"I think that one of the things you have to look at in the gold market is that we are changing the nature of ownership, from institutional momentum holders who are leveraged to physical individual buyers on a global basis."
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Has the Gold Bull Market Hit a Snag? Tobias Tretter Says No
Source: Brian Sylvester of The Gold Report (5/29/13)
Interest rates will be low for a long time, predicts Commodity Capital Global Mining Fund Manager Tobias Tretter. Despite predictions of a gold bubble bursting, Tretter says in this interview with The Gold Report that the gold bull run will continue. In fact, Tretter still sees tremendous opportunity in a number of junior gold companies that have been largely ignored by the market.
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Flake Graphite Prices Have Bottomed: Simon Moores
Source: Brian Sylvester of The Metals Report (5/28/13)
Growth potential among end-users and underinvestment on the supply side makes graphite an obvious go-long play, according to Simon Moores, manager of Industrial Minerals Data. China's consolidation of graphite production plays a role in that scenario. Now is the time to look for responsible junior graphite miners that base their economics on current (lower) prices, says Moores in this interview with The Metals Report.
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Miners with the Means to Acquire New Assets Are in the Driver's Seat
Source: Financial Post, David Pett (5/27/13)
"The short list of high-quality acquisition candidates includes Balmoral Resources Ltd. and Newstrike Capital Inc."
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Grade Is King: Gold Miners Moving Low-Grade Mega Projects to Back Burner
Source: Lawrence Williams, Mineweb (5/23/13)
"With low-grade gold mega resources being seen as too expensive to develop in the current financial climate, explorers like Pretium, Seabridge and others are targeting potential higher-grade options."
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Sprott Is Bullish on Silver—and Gold—Equities
Source: Brian Sylvester of The Gold Report (5/22/13)
Sprott Silver Equities Class Co-Manager Maria Smirnova understands the power of leverage. She has seen the big impact even a slight increase in the silver price can have on silver producers. Every cent is multiplied and goes right to the investor's bottom line, giving the equities more upside than possible in a coin. That is why Eric Sprott increased holdings of silver equities in certain Sprott funds. Smirnova discusses five of these companies in this interview with The Gold Report.
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Platinum and Palladium: A Fundamental Shift
Source: Jeff Clark, Casey Research (5/22/13)
"While we wait for our gold positions to rebound, an investment in platinum and palladium could be very profitable."
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How George Topping Is Profiting from Copper Price Volatility
Source: Brian Sylvester of The Metals Report (5/21/13)
Everything you thought you knew about copper is wrong. Is it an economic barometer? Nope. Do copper warehouses decrease volatility? Hardly. Can investors play small-cap base metals producers for profit? You bet. These are the conclusions Analyst George Topping shared with us in his interview with The Metals Report. Find out why Doctor Copper just might be stripped of its credentials and whether you should trade in your gold for platinum group metals.
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6 Reasons Why Gold Stocks Will Begin a Huge Rally
Source: Jordan Roy-Byrne, The Daily Gold (5/21/13)
It's been a tough road for precious metals but the path ahead has strong potential of being significantly profitable compared to these levels.
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Brent Cook's Primer on Reading Drill Result Press Releases
Source: JT Long of The Gold Report (5/20/13)
"Half science, half art, half luck," is how Brent Cook describes a geologist's work in distinguishing an anomaly from a deposit. But in his interview with The Gold Report,
the publisher of Exploration Insights suggests investors will have an easier time distinguishing good drill results from bad if they know how to dissect a company's press releases. And despite the current preference for cost cutting over discovery, Cook discusses several miners whose futures are bright.
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Volatility in Precious Metals Driven by Investor Switch from Commodities to Equities
Source: Adrian Ash, BullionVault (5/20/13)
"Initially extending Friday's late drop to touch $1,340/oz for only the second time since January 2011, gold rallied from new five-week lows for euro and British pound investors."
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Salmon Sperm May Provide Cheap Option for Rare Earths Recovery
Source: Dorothy Kosich, Mineweb (5/20/13)
"Dried salmon milt or sperm is a low-cost and environment-friendly method to extract rare earth metals."
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Caesars Report's Second Most Important Factor in Picking a Winning Mining Investment: Jurisdiction
Source: Brian Sylvester of The Gold Report (5/17/13)
Jurisdiction risk continues to grow as a result of countries attempting to capitalize on higher commodity prices. In this interview for The Gold Report,Thibaut Lepouttre, editor of Caesars Report, a newsletter and mining portal in Belgium, discusses which jurisdictions offer better value to investors and which countries to avoid. He also offers suggestions on where to look outside of North America for compelling values in junior mining.
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Junior Gold Producers' Q1/13 Earnings Show Profitability
Source: Kip Keen, Mineweb (5/16/13)
"Junior gold producers are still, by and large, not in a panic about the current price of gold, though for some it puts the pressure on."
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