What's Behind Moving Swiss Bank Clients from 'Unallocated' to 'Allocated' Gold Accounts?
Source: Julian Phillips, Gold Forecaster  (2/4/13)
"Swiss banks UBS and Credit Suisse, have moved to offer 'allocated' gold and silver accounts to their clients, including high net worth individuals, hedge funds, other banks and institutions." More >

Chen Lin Places His Bets on Self-Financing Producers
Source: Zig Lambo of The Gold Report  (2/4/13)
The tough financing markets of the past few years have taken their toll on many junior resource companies, as continuing needs for capital have led to dilution and lower stock prices. In this tricky environment, Chen Lin likes to place his bets on companies that can minimize dilution through internal cash flow that helps to finance expansion and exploration activities. In this interview with The Gold Report, Lin talks about how he has played the difficult market in 2012 and where he sees some of the best opportunities in 2013. More >

Equity Rally Should Boost Discounted Rare Earth and Uranium Miners
Source: Jeb Handwerger, GoldStockTrades  (2/4/13)
"Exports have jumped to a seven-month highs despite the debt issues in Europe and the United States. This rebound in China may be a spark for the undervalued junior miners, which have been in a downtrend for close to two years as economists predicted a Chinese hard landing." More >

Harry Dent: Roller Coasters, Megaphones, Addictions and Comas—What Kind of Economy Is This?
Source: JT Long of The Gold Report  (2/1/13)
Booms and busts in the economy are based on predictable demographic cycles such as those studied by Harry Dent, founder of HS Dent, chairman of SaveDaily.com and author of "The Great Crash Ahead: Strategies for a World Turned Upside Down." In this Gold Report interview, Dent predicts a global crash between mid-2013 and early 2015, in an ongoing decade of economic coma. For now, gold and gold equities are great investments, but when the crash comes, read on to find out what he suggests will be a good sector until the echo generation enters the workforce and starts buying potato chips and houses. More >

Mike Niehuser: Modern-Day Gold Rush Puts Nevada on Top
Source: Special to The Gold Report   (2/1/13)
These days, monetary policy moves stock prices more than economic data releases, says Mike Niehuser, founder of Beacon Rock Research. While the potential for higher gold prices is compelling, the decline in the number of discoveries and grades of resources makes mining stock selection intriguing. Niehuser has scoped out jurisdictions and finds the stars are aligning to put Nevada on top. In this interview with The Gold Report, Niehuser shares the names of companies that he feels have the right stuff. More >

Consolidation Over? Is Gold at the Turning Point?
Source: Lawrence Williams, Mineweb  (2/1/13)
"I do get the feeling in my bones that the yellow metal’s flat performance of the past 15 months or so may be coming to an end–not in a collapse, but in an upwards surge." More >

Michael Fowler: The New Strategy for Adding Value to Junior/Midtier Gold (Hint: It's Not by Making Big M&A Deals)
Source: Brian Sylvester of The Gold Report  (1/30/13)
A lackluster U.S. economy is creating a positive environment for gold, according to Michael Fowler, senior mining analyst with Loewen, Ondaatje, McCutcheon Ltd. By calculating ounces-in-the-ground values and assessing risk, Fowler has concluded that the junior/midtier sector offers the best growth potential. He expects to see companies of all sizes try to control costs instead of looking for mergers and acquisitions to add value. Read on in this Gold Report interview for Fowler's take on companies that he believes fit the bill. More >

Mining in Canada’s North Could Almost Double by 2020: Report
Source: Dorothy Kosich, Mineweb  (1/30/13)
"The annual gross domestic product of mining in the North, which was CA$4.4B in 2011, is expected to reach CA$8.5B in 2020, according to the report 'The Future of Mining in Canada's North.'" More >

Benoit Gascon: An Insider's Take on the Complicated Graphite Market
Source: Brian Sylvester of The Metals Report  (1/29/13)
Ten years ago, Benoit Gascon would have said there's no money in graphite investment. But the former CEO of the only North American graphite producer to survive Chinese competition has changed his tune, thanks to increasing graphite consumption in China and India. Gascon, who argues that the graphite markets of the 1990s are gone for good, has thrown his hat back into the ring, this time as CEO of a junior player, Mason Graphite. In this interview with The Metals Report, Gascon gives us an inside look at the graphite space and explains why the cliché "the customer is always right" has extra resonance in this "inverted" market. More >

The World According to Doug Casey
Source: Karen Roche of The Gold Report  (1/28/13)
Doug Casey's new book is entitled "Totally Incorrect," and, true to form, the chairman of Casey Research doesn't mince words. "Most Europeans believe the state owes them a living; the society is corrupt through and through." "Government acquires income by theft." "Nobody reads a book from the classical era in school; it's now mostly committee-approved pablum." Casey considers speculation in gold and silver junior miners and holding physical gold among the correct moves investors can make to protect themselves in a market headed for disaster. In this Gold Report interview, hear the world according to Doug Casey. More >

Gold Carpet Treatment Promised for Miners in the Dominican Republic: Alexander Medina
Source: Peter Byrne of The Gold Report  (1/25/13)
The Gold Report caught up with Alexander Medina, the newly appointed director of mining for the Dominican Republic. With gold discoveries popping up all over Hispaniola—the country shares the metal-rich island with Haiti—Medina is a very busy government minister. But he was happy to spare a little time to talk to The Gold Report about what his office is doing to ensure that mining companies get the gold carpet treatment under the new administration. More >

Platinum’s Neglected Cousin
Source: Byron King, Daily Reckoning  (1/25/13)
"We could see substantial gains in palladium over the next two years." More >

Four Sensational Facts About Gold Investing that You Might Not Know
Source: Frank Holmes, Money Morning   (1/25/13)
"Given that every gold move is analyzed and dissected by the media, it may surprise you that this precious metal was actually the least volatile of the 14 commodities." More >

No Dutch Disease in Greenland Mining Prospects
Source: Richard Mills, Resource Investor  (1/25/13)
"Greenland's Bureau of Minerals and Petroleum has so far awarded 150 licenses for mineral exploration with around 600M kroner spent by companies in 2012. Just ten years ago, there were almost no requests for mining licenses." More >

Separating the Gold Mining Haves from the Have-Nots: Paolo Lostritto
Source: Brian Sylvester of The Gold Report  (1/23/13)
After months of turmoil that have lasted longer than investors could have imagined, the mining world has been divided into haves and have-nots. There are gold companies that managed their balance sheets wisely and there are those that burned through cash and are left begging for financing. It's a great time for those flush companies that don't need handouts to take advantage of the resulting valuation differential, says Paolo Lostritto, the director of research and mining and metals analyst at National Bank Financial. In this interview with The Gold Report, Lostritto talks about a subtle shift he has seen in the market that may signal a bull run similar to that of the late 1970s and early 1980s. More >

How Will the Debt Ceiling Debate Affect Gold Prices?
Source: Diane Alter, Money Morning  (1/23/13)
"Investment powerhouse Goldman believes gold prices will log impressive gains over the next three months as the debt ceiling debate takes center stage on Capitol Hill." More >

Keys to Rare Earth Companies’ Success: Innovation, Cost Efficiency
Source: Zig Lambo of The Metals Report  (1/22/13)
Geologist Alex Knox followed rare earths before they were Wall Street's darlings, and continues to do so, having seen stormy weather in this industry before. Demand for rare earths remains; it's just a question of who can supply them first—and at what cost? In this interview with The Metals Report, Knox tells investors what questions they need to ask management and highlights companies that are progressing toward production. More >

Gold in 2013: Fund Managers Reveal Reasons for Optimism
Source: Special to The Gold Report   (1/21/13)
The Gold Report's first-ever survey of fund managers who invest heavily in junior gold mining stocks reveals cautious optimism on the sector's performance in 2013. The historical performance of gold in the year following a U.S. presidential election, the devaluing of the U.S. dollar and current low valuations for gold miners all bode well for an upturn this year, but some doubts remain. Learn how professional investors decide which companies are worth investing millions of dollars in this year. More >

Forget Demand: Base Metals Supply Should Be the Focus
Source: Geoff Candy, Mineweb  (1/19/13)
"Barclays Capital believes a lot of focus should be on the supply side." More >

Gold Mania Phase Approaching for Junior Miners: Michael Ballanger
Source: Brian Sylvester of The Gold Report  (1/18/13)
Low market valuations for junior mining companies have Michael Ballanger, director of wealth management at Richardson GMP, feeling like a kid in a candy store, and equities satisfy his sweet tooth more than the metal right now. Ballanger has had enough years in the business to recognize the advent of gold fever. In this Gold Report interview, Ballanger discusses his personal views and discusses how he looks for "well-incubated" companies that meet budget and timelines and raise funds without diluting shareholder value. He also shares why he sees junior miners as higher reward and lower risk than gold itself. More >

Gold. . .Buy the Dips!
Source: Jeff Clark, The Daily Reckoning  (1/17/13)
"The stall in prices is giving us one last window to buy before prices break permanently into higher levels for this cycle." More >

Are Junior Gold Investors Living the Movie 'Groundhog Day'?: David Skarica
Source: Alec Gimurtu of The Gold Report  (1/16/13)
Gold stocks, especially juniors, have been undervalued for longer than most investors thought possible. The result is what David Skarica, founder of Addicted to Profits, calls a "maximum pessimism trade." In this interview with The Gold Report, Skarica summarizes his analytical tools and provides clear examples of companies that meet his criteria as "screaming buys." Gold junior investors might feel as if they live in the movie "Groundhog Day," but the undervaluation cycle will eventually be broken. Is spring just around the corner for the junior gold miners? More >

Gold to Average $1,847/oz in 2013 in Institutional, Investor Buying
Source: Geoff Candy, Mineweb  (1/16/13)
"Thomson Reuters GFMS says it expects mine production to grow by around 35 tonnes during the year." More >

Graphite Stock Strategies for a Second Bubble: David Skarica
Source: Alec Gimurtu of The Metals Report  (1/15/13)
David Skarica, founder of Addicted to Profits, says another—bigger—graphite bubble is likely on its way. In this interview with The Metals Report, Skarica compares the graphite space to the rare earth and uranium arenas, making some interesting conclusions about what kinds of stocks perform best during market-wide roller coaster movements. However, he warns that the graphite space is different, with no clear industry leaders and a number of companies with high potential. His conclusion? Choose carefully. More >

Scaling the Heights with Peruvian Miners: Ricardo Carrión
Source: Alec Gimurtu for The Gold Report   (1/14/13)
The Peruvian mining sector has lots of promising developers and producers, but don't ignore the smaller companies—2013 may surprise to the upside in Peru. In this interview with The Gold Report, Ricardo Carrión, managing director for capital markets and corporate finance for Kallpa Securities in Lima, Peru, says it is fine to ride the wave with the rest of the market as lower-risk projects advance toward production in Peru. However, smart investors should balance a mining portfolio with smaller and earlier-stage companies that are selling at compelling valuations. Get there before the majors go on a New Year's shopping spree. More >