Streetwise Articles
The Rare Earth Sector Needs These Three Things to Prosper
Source: Brian Sylvester of The Critical Metals Report (12/18/12)
For too long, the rare earth space has operated in obscurity. Greater clarity on prices, inventory levels and demand will create more market stability, according to Matt Gibson, institutional research analyst with CIBC World Markets. In this Critical Metals Report interview, Gibson emphasizes that rare earths are for the risk takers—at least for now. For the strong of stomach, he offers details on trading levels, catalysts and opportunities. How will you place your bets?
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Byron King: Time to Take Rare Earths Losses Ahead of Tax Code Changes?
Source: Brian Sylvester of The Critical Metals Report (12/18/12)
Share prices have tumbled down for many rare earth element miners, while the quality of certain companies has dramatically improved. Is now the right time for investors to strengthen their positions in the space or to turn and run? Byron King, editor of Outstanding Investments and Energy & Scarcity Investor, discusses some new tax implications with The Critical Metals Report that could help investors time their gains or losses.
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What on Earth's Going on in the Gold Market?
Source: Lawrence Williams, Mineweb (12/18/12)
"Virtually everything that is happening in the global economy suggests that the gold price should be rising, and probably rising fast, yet it has been unable to move out of a trading range of $1680–1750, and every time it nears the top of this range it gets knocked back again."
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CIBC's Matt Gibson Sees Upside in Iron in 2013
Source: Brian Sylvester of The Gold Report (12/17/12)
Investors who want to play in the iron and copper space should look to small-cap producers for attractive valuations and lower risk, says Matt Gibson, institutional research analyst with CIBC World Markets. In this Gold Report interview, he says he believes iron has found its floor in 2012 and names iron ore and copper companies with upside potential.
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Silver’s Young Upleg
Source: Adam Hamilton, Zeal Research (12/16/12)
"Although you wouldn’t know it from listening to all the bearish commentary out there, silver is actually enjoying a strong young upleg."
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Golden Points To Ponder
Source: Rick Mills, Ahead of the Herd (12/15/12)
"Despite increased exploration expenditures, a record US$8B in 2011, and an increasing gold price, gold ounce discovery is not keeping up to the rate needed to replace mined ounces."
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How to Find Success with Latin American Miners: Heiko Ihle
Source: Brian Sylvester of The Gold Report (12/14/12)
Miners in Latin America are facing both growth and challenges. Heiko Ihle, senior research analyst with Euro Pacific Capital, examines the factors behind these trends. In this Gold Report interview, Ihle urges investors to evaluate mining companies based on three important features rather than on the performance of others in the region.
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Confiscation of Gold - Then What? Part 1
Source: Julian Phillips, Gold Forecaster (12/14/12)
"If gold is re-rated to a level I asset, as is proposed by Basel III (U.S. bankers are in on the discussions) then there is not enough readily-available gold to provide both the central banks of the world and the banking system with sufficient for gold to play this role."
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Gold: A Look Back and a Look Forward
Source: Peter Degraaf, Itiswell (12/14/12)
"The average gold correction of 10% or more has resulted in a delay of 12–19 months before a new record high was established."
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Gold Prices: Where to Now After the Sell-Off?
Source: Deborah Baratz, Money Morning (12/14/12)
"Investors are expected to come back and buy gold since it's a hedge for inflation and uncertainty."
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Will the Japanese Election Spark a Rebound in Uranium?
Source: Jeb Handwerger, Gold Stock Trades (12/13/12)
"Look for a reversal in the near term and break above the recent downtrend."
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Stability and Patience Are the Keys for Rare Earth Investing
Source: Geoff Candy, Mineweb (12/13/12)
"House Mountain Partners' Chris Berry explained that an investment in the space now requires a 'belief in the management of a company and the location, the geo-political story surrounding the deposit.' And, more importantly a clear view of the company’s financial sustainability."
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Fear Versus Fundamentals in the Platinum Market
Source: Louis James, Casey Research (12/13/12)
Although the platinum market is now estimated to end the year in deficit, unless there's a new and even greater supply disruption, the existing recycling output will likely adapt and fill in the 2012 supply gap rather quickly, especially if prices move up.
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How to Buy Silver: The Best Is Yet To Come in 2013
Source: Larry Spears, Money Morning (12/12/12)
"Purists view holding actual physical precious metals like gold and silver as the only true means of hedging against inflation and gaining an effective long-term store of value."
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Porter Stansberry: Gold and Real Estate Are My Hedges for the Fiscal Cliff
Source: Karen Roche of The Gold Report (12/12/12)
With nary a glimmer of hope that economic sense will supplant political expedience, Stansberry & Associates Investment Research Founder Porter Stansberry expects rampant inflation to roar in once the cost of capital rises. How is he preparing himself? Stansberry tells The Gold Report he continues to buy and hold gold and also discusses how real estate can cushion against the fiscal cliff.
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How Gold Miners Can Leverage the Price of Gold
Source: Frank Holmes, Frank Talk (12/12/12)
"Gazing into their crystal balls last week, Wall Street firms interpreted differing futures for gold next year. Morgan Stanley awarded gold the 'best commodity for 2013' while Goldman Sachs called the end of the metal’s hot streak."
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Why the Pros Bet Contrarian: Sprott Execs Bambrough and Dimitriadis
Source: Zig Lambo of The Energy Report (12/11/12)
When oil was in the limelight, Sprott's Bambrough and Dimitriadis went for wallflower companies in beaten-down sectors. Since 2007, the pair has seen striking highs and lows in natural gas, coal and potash and invested accordingly, infusing companies with much-needed capital and creating startling profits during sector upswings. Read on to benefit from the wisdom these two successful fund managers share in this Energy Report interview and find out where the duo is looking next for major growth.
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A Critical Year in Review: What's Next?
Source: The Critical Metals Report Editors (12/11/12)
Every great mining story begins from the ground up. This is as true of critical metals as it is for gold and silver. Many investors took losses by chasing the pie-in-the-sky potential every publicly listed rare earth stock seemed to promise. Since its debut 18 months ago, The Critical Metals Report has focused on the goods in the ground, striving to present valuable insights on an oft-misrepresented sector, sharing related stories as they emerged. As the year comes to a close and we prepare to extend our coverage further, we are revisiting our most popular expert interviews from 2012. Yes, it's still rough out there for miners, but when you think nothing's looking up, look down.
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Peter Grandich: What a Turnaround in Junior Gold Mining Stocks Will Look Like
Source: Brian Sylvester of The Gold Report (12/10/12)
The fundamentals at many junior mining companies have improved, yet their stock prices continue to languish. In this interview with The Gold Report, market guru Peter Grandich gives his thoughts on when this may end and where gold is headed in 2013, and names some of his picks in unlikely jurisdictions.
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Secondary Bottom Coming in Gold Stocks
Source: Jordan Roy-Byrne, The Daily Gold (12/10/12)
"We think the current probabilities favor a secondary bottom in the gold stocks and very soon the risk/reward dynamic will be heavily in favor of longs."
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Gold Confiscation: Lessons from the 20th Century
Source: Adrian Ash, Bullion Vault (12/10/12)
"Because gold is no longer central to the world's monetary system, so-called 'confiscation' looks a very 20th century phenomenon today. But that may well change."
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Graphene: Thinnest Material Ever Made
Source: The Economic Times (12/10/12)
"Sheets of it are only one atom thick. Expect it in a gadget near you within five years."
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Sprott's Michael Kosowan on Surviving Death by Paper Cut in Today's Mining Equity Market
Source: Sally Lowder of The Gold Report (12/7/12)
An investment executive at Sprott Global Resource Investments Ltd., Michael Kosowan is working by three sayings these days: "Well bought is half sold," "Small is beautiful" and "Necessity is the mother of invention." In this Gold Report interview, Kosowan talks about the challenges mining companies face and shares some jurisdictions that offer outsized returns.
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Junior Gold-Mining Sector Distressing for Investors
Source: Bob Kirtley, SK Options Trading (12/7/12)
"We will take a quick look at the GDXJ to see if we can discern any trends that may help us position our hard-earned cash for future growth."
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Can Gold Keep Its Luster in 2013?
Source: Clif Droke, Gold & Silver Stock Report (12/6/12)
"Gold is currently showing a net gain for the year-to-date."
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