Jocelyn August: Upcoming Catalysts for Precious and Base Metals, Uranium and Oil and Gas Plays
Source: Brian Sylvester of The Mining Report  (7/22/14)
Timing the market is sometimes more important than finding the right equities. But if you can time the market and find the right equities, that can be the most direct path to success. Jocelyn August, senior analyst and product manager with Sagient Research's CatalystTracker.com, follows catalysts that move resource stocks with regularity, sometimes 10% or more. In this interview with The Mining Report, August discusses some upcoming catalysts in the precious and base metals spaces, and names others in uranium and oil and gas. More >

Tom Hayes' Trio of Rare Earth Project Contenders
Source: Kevin Michael Grace of The Mining Report  (7/15/14)
It's not the size of a rare earth elements project resource that determines its success, declares Tom Hayes of Edison Investment Research. In this interview with The Mining Report, he explains that companies will win based on their holdings of heavy and strategic rare earths and their ability to secure funding. With the race on to develop non-Chinese REE sources, he suggests three projects likely to end up on the podium. More >

Thomas Schuster's Five Stocks to Buy and Hold
Source: Kevin Michael Grace of The Gold Report  (7/14/14)
Consulting Mining Analyst Thomas Schuster looks at the longer term in mining. He is bullish on gold but cautions that we won't see an end to the bear market in precious metals equities until financing again becomes readily available. In this interview with The Gold Report, the publisher of the "Rocks To Riches" research reports presents five companies in gold, silver and niobium with the management and projects to ride out the storm. More >

2014 Commodities Halftime Report
Source: Frank Holmes, U.S. Global Investors  (7/14/14)
"After a disappointing 2013, the commodities market came roaring back full throttle, outperforming the S&P 500 Index by more than four percentage points and 10-year Treasury bonds by more than six." More >

Luisa Moreno: Graphite, Lithium and REEs Essential to Hot Technologies
Source: Brian Sylvester of The Mining Report  (7/8/14)
Graphite. Lithium. Rare earth elements. What do these metals and minerals have in common? They are playing bigger and more critical roles in widely used big kid toys like smartphones, tablets and electric vehicles. Investors can't stay on top of every hot commodity but Luisa Moreno, mining analyst with Euro Pacific Canada, offers some companies developing graphite, lithium and REE resources for the toys and technology of the future in this interview with The Mining Report. More >

Rick Mills' Econ 101—Rising Demand and Falling Supply Equals Higher Metals Prices
Source: Kevin Michael Grace of The Mining Report  (7/1/14)
Juniors can't fund their projects, which means that the majors' reserves will continue to shrink. Rick Mills argues that this process can have but one result: higher metals prices across the board. In this interview with The Mining Report, the owner and host of Ahead of the Herd.com highlights a half-dozen gold, silver, copper and nickel companies that will leverage these high prices, and introduces us to a Canadian company's unique cobalt project in Russia. More >

Canada Could Become REE Powerhouse. . .with Some Help
Source: Dorothy Kosich, Mineweb  (6/30/14)
The Canadian government could be doing more to fund REE academic and industry research and development, says a Canada House of Commons report. More >

Brent Cook's Tips for Finding Juniors that Can Survive the Dust Bowl
Source: JT Long of The Mining Report  (6/24/14)
As romantic as the idea of the gold explorer who strikes it rich in lightning fashion is, the far more common tale is one of hard work and persistence. For investors, that means doing due diligence to search out the likely success stories. In this interview with The Mining Report, Brent Cook of Exploration Insights shares the telltale signs of success he looks for in the junior gold, phosphate and uranium sectors and discusses the synergies that stand to benefit some recent mergers. More >

It's Not About Discovering a Mine, It's About Discovering a Technology
Source: JT Long of The Mining Report  (6/17/14)
Michael and Chris Berry are back for The Mining Report's second annual father-son interview in honor of Father's Day. While they don't agree on everything, they are aligned on the importance of disruptive discoveries to help companies succeed even in a sideways market. Flexibility and selectivity are their long-term strategies in any sector, from precious metals to commodities to rare earths. More >

Less Correlation Among Commodities Demands More Careful Selection: Philip Richards
Source: JT Long of The Gold Report  (6/16/14)
Commodities from coal to gold once traded in close correlation, but today the graph looks helter-skelter. This means Philip Richards of RAB Capital has had to think on his feet when choosing names for his company's Special Situations Fund. In this interview with The Gold Report, Richards explains how commodities markets have changed in recent years, and he lists companies of interest in the gold, silver, nickel, vanadium, zinc and oil and gas sectors. More >

This Metal Problem Could Ignite China's Smoldering Crisis
Source: Peter Krauth, Money Morning  (6/16/14)
"Despite some limited potential weakness in the very near term, the global picture for base metals looks to be heating up from both a supply and demand perspective." More >

Mark Seddon's Catch-22: We Need More Tungsten, But Projects Can't Find Funding
Source: Kevin Michael Grace of The Mining Report  (6/10/14)
Even as demand rises steadily, the world's largest non-Chinese tungsten mine will be exhausted by next year. So investors should be lining up to fund new mines, right? Not a bit of it, says analyst Mark Seddon of Tungsten Market Research. In this interview with The Mining Report, Seddon argues that a supply shortage could mean much higher prices, leading to handsome profits for those companies that get to market soonest. More >

Tesla's Gigafactory: The Critical Minerals Impact
Source: Simon Moores, Industrial Metals  (6/6/14)
"At a time when supply chain security, transparency and responsibility are becoming central concerns for both manufacturers and consumers, IM Data discusses Tesla Motors' plans to build the world's biggest lithium-ion battery plant and the impact it could have on demand for critical minerals: graphite, lithium and cobalt." More >

Finally, Good News for Mining in Peru: Ricardo Carrión and Alberto Arispe
Source: Peter Byrne of The Mining Report  (6/3/14)
Ricardo Carrión and Alberto Arispe of Peru-based Kallpa Securities have a boots-on-the-ground view of the politics, legal battles and investment climate for precious metals mining in the Andes. In this interview with The Mining Report, Arispe and Carrión detail the new, positive developments afoot in this region and explain why investors should get involved now, before the rest of the world catches on.
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Ian Parkinson's Copper and Gold Names for a Fresh Round of M&A
Source: Brian Sylvester of The Gold Report  (6/2/14)
Growth for the sake of growth is over, but that doesn't mean mergers and acquisitions in the mining space are finished, says Ian Parkinson, director of equity research-mining with GMP Securities L.P. Parkinson expects a fresh round of takeover bids for underperforming single asset producers and developers that could move the needle for state-owned enterprises and multinationals. In this interview with The Gold Report, we picked Parkinson's brain for some likely targets. More >

Jeff Wright: Miners that Create Their Own Momentum
Source: JT Long of The Mining Report  (5/23/14)
Jeff Wright of H.C. Wainwright & Co. doesn't anticipate a major shift in the price of gold near-term, so he doesn't expect the gold price to provide momentum for mining company stocks. Instead, he's looking at companies that can provide their own upward movement. Wright, an analyst, finds some promising candidates in some unlikely places, like environmentally friendly California, according to this interview with The Mining Report. More >

North American REE Exploration & Development
Source: Derek Hamill, Zimtu Capital Corp.  (5/19/14)
"Globally, the greatest proportion of demand for REEs is for application in magnets; though in the U.S. the majority of demand is in catalysts for petroleum refining, chemical processing and catalytic converters." More >

What Will Shake Retail Investors Out of Their Shell Shock?
Source: JT Long of The Mining Report  (5/13/14)
Mining companies may just have one more year of tough going. Speaking about what he calls "the trough of a turning point," John Kaiser of Kaiser Research Online makes the case for retail investors to look seriously at discovery exploration while waiting for metals prices—gold in particular—to move back into a supercycle. In this interview with The Mining Report, Kaiser shares the names of underpriced gold, silver and zinc juniors with staying power, and explains why scandium is a metal that could save the world. More >

Chris Ecclestone: Right Size, Right Metals Signal Success for REE Projects
Source: Brian Sylvester of The Gold Report  (5/5/14)
The rare earth elements sector is smaller than it was a few years ago, and Chris Ecclestone, mining strategist with Hallgarten & Co., thinks it needs to get smaller still. The only way to succeed, he tells The Gold Report, is by finding the right-sized project with the right REEs. He also shares his theories on China's manipulation of REE prices and touts the mineral wealth of Spain and Portugal. More >

Thibaut Lepouttre's Commodity Plays in a Sideways Market
Source: Brian Sylvester of The Gold Report  (4/28/14)
Metals prices have been trading sideways for some time. How can you make gains in your portfolio when commodity prices are in a stalemate? In this interview with The Gold Report, Thibaut Lepouttre, editor of Caesars Report, talks about ways to play metals from gold to copper and tungsten in a market with weak price movement, and scans the globe to find 11 potential winners. More >

New, More Transparent, Contracts to End Africa's Resource Curse?
Source: Anthony Harrington (QFinance), EconomyWatch  (4/28/14)
"African nations are now much more 'up to speed' with what they should be demanding by way of a fair share of the resources being mined in their countries. New contracts are much tougher and some are being drafted with the idea of transparency and even online publication in mind." More >

These Alternative Energy Stocks Will Soar on China's Rare Metal War
Source: Money Morning  (4/25/14)
"In 2012, production and consumption of the rare earth metals used in production of clean tech reached more than 100,000 metric tons, according to IHS Chemical. Today, the vast bulk of materials needed to build these technologies come primarily from China." More >

Night of the Living Dead Miners: Rare Earth 'Zombies' Attack the ASX and TSX
Source: Kevin Michael Grace of The Mining Report  (4/22/14)
In 2010, rare earth and specialty metals market froth had speculators throwing money at a sector they didn't understand, and opportunistic resource company managers stepped up to take their money. Two years later, so-called zombies, the walking dead companies, lurk on the TSX and ASX exchanges, all talk and no product. As Richard Karn of Emerging Trends Report explains in his interview with The Mining Report, anemic cash flows will put many of these zombies to rest in the coming year, while the survivors—the companies that can drop a sample on an end-user's desk for evaluation—will finally see the light of day. More >

Willem Middelkoop and Terence van der Hout: Turnaround Stories Revolve Around Proven Management
Source: JT Long of The Gold Report  (4/21/14)
Willem Middelkoop and Terence van der Hout of the Netherlands-based Commodity Discovery Fund believe that when the world's reserve currency is reset away from the U.S. dollar in the next decade, gold prices will rise and mining equities will follow. Van der Hout and Middelkoop tell The Gold Report that by focusing on producers, near-producers and turnaround stories, they plan to capitalize on the opportunities in North America, Africa and beyond. More >

Salman Partners' Raymond Goldie: Copper Is Pathological and Suffers from SAD, but It Has Value
Source: JT Long of The Gold Report  (4/16/14)
Dr. Copper may be in a supercycle, but there are serious problems. In this interview with The Gold Report, Salman Partners' Vice President of Commodity Economics Raymond Goldie explains why even though the base metal acts pathologically and has a bad case of seasonal affective disorder, these six equities are priced below their intrinsic value. More >