Jon Hykawy Sees Downstream Value in Rare Earths
Source: Brian Sylvester of The Gold Report  (11/26/10)
Byron Capital Markets Analyst Jon Hykawy sees the rare earth elements (REE) sector for what it is—something much different from mining copper or gold. He believes the keys to making money in rare earths involve metallurgy, deposit location, marketing and downstream integration. In this Gold Report exclusive, Jon makes his case for rare earth elements and the companies he believes have the best chance to deliver them at a profit. More >

Mickey Fulp: Hard Rock Geologist
Source: Karen Roche of The Energy Report  (10/19/10)
Some analysts talk the talk, but Mercenary Geologist Mickey Fulp walks the walk and kicks the rocks to find undervalued mining stocks. In this exclusive interview with The Energy Report, Mickey forecasts a continuing uptrend in the uranium price and weeds out the true rare earth contenders in a market full of pretenders. More >

John Kaiser: Rare Earths' "Tail Wagging the Dog"
Source: Brian Sylvester of The Energy Report  (10/12/10)
Newsletter Writer John Kaiser knows the REE market and its fundamentals better than most and tells the rare earths story with refreshing honesty. "To avoid supply disruptions, companies in need of REEs for products are being encouraged to set up manufacturing in China in the interim. Of course, that's not going over very well because that's extortion," he explains. In this exclusive interview with The Energy Report, John discusses the dearth of REE supply and reveals some projects that are ready to step into the breach. More >

Byron King Plays Gold, Silver and REEs
Source: Brian Sylvester of The Gold Report  (10/4/10)
Some people speak softly and suppress their opinions. Newsletter Writer Byron King is not one of those people. "We have to quit screwing around. We have to get back to basics, back to capital investments and making things—important things. Great countries mine metals and minerals," he says. In this exclusive interview with The Gold Report, Byron shares several precious metals companies that are making important things and some juniors that are well on their way. More >

Steve Parsons: Copper Offtake Thesis Paying Off
Source: Brian Sylvester of The Gold Report  (9/24/10)
Wellington West Senior Analyst Steve Parsons believes that competition among Asian smelters will drive these companies to seek guaranteed sources of metal concentrate. In fact, several companies with large copper deposits have either received generous offtake financings or been taken over. Steve thinks his evolving thesis will remain valid for the foreseeable future. In this exclusive interview with The Gold Report, Steve divulges the few companies he thinks remain targets. More >

Scott Koyich: Keen on South American Stories
Source: Karen Roche and Gordon Holmes of The Gold Report  (9/13/10)
A long-time fan of gold who is also bullish on copper's long-term future, Scott Koyich prides himself on finding hidden jewels the Street might want to see. In this exclusive interview with The Gold Report, the founder of Calgary-based DSK Consulting Ltd. and Brisco Capital Partners shares his top picks for these metals. More >

Stan Bharti: Hard Assets Heyday
Source: Karen Roche of The Gold Report  (8/11/10)
With hard assets in favor these days, Forbes & Manhattan Founder and CEO Stan Bharti believes the best you can buy are commodities—they're "real, fundamental. . .something you can touch and feel." In this exclusive interview with The Gold Report, the fellow who has guided dozens of junior resource companies to the pinnacle discusses his formula—and a few of his favorites. More >

Tony Mariano: The Special Science of Rare Earths
Source: Karen Roche and Sally Lowder of The Gold Report  (8/2/10)
The ability to separate science from the promotional claims is among the expertise that Geological Consultant Tony Mariano, PhD, brings to the rare earth elements (REE) table. In this exclusive interview with The Gold Report, Tony shares some of his secrets and some of his opinions about the hottest prospective rare earth properties. More >

Jon Hykawy: REEs Explained
Source: Brian Sylvester of The Gold Report  (6/25/10)
Rare earth elements (REEs) aren't all that rare. They're everywhere—even economic concentrations in safe jurisdictions, says Byron Capital Analyst Jon Hykawy. REEs are essential to the manufacture of magnets for hybrid cars and other high-end "green" technology—a thriving market indeed. Read what Jon has to say about the REE market in this exclusive interview with The Gold Report. More >

Richard Karn: PM Rudd's Death Warrant—RSPT
Source: Richard Karn and The Gold Report  (6/25/10)
Is the Rudd removal a brilliant political ploy on the part of the Labour Party? Pushing back the Sept./Oct. federal election they likely would've lost to April 2011 provides ample time for damage control. But what about the significant, unintended consequence of the RSPT? In this Gold Report exclusive, Richard reveals "the market door has slammed on companies until the matter is resolved." More >

Jack Lifton: North America Doesn't Need China's Rare Earths
Source: Sally Lowder of The Gold Report  (6/21/10)
Everybody's talking about rare earth elements (REEs), but does anyone truly understand them? With nearly 50 years in the industry, independent Metals Consultant Jack Lifton sure does. The educational powerhouse in this burgeoning space returns to The Gold Report with a look toward future trends and a plan to emancipate North America from China's REE monopoly. More >

Carmel Daniele: Put Cash in Colombia's Oil and Brazil's Iron
Source: Brian Sylvester and Karen Roche of The Energy Report  (6/3/10)
Whether it's oil in Colombia or potash in Peru, financial guru Carmel Daniele is always looking for ways to improve the fortunes of her namesake CD Capital Private Equity Natural Resources Fund. In this straightforward interview with The Energy Report, Daniele shares with us her favorite emerging markets and investment opportunities. More >

Roger Wiegand: EU Bailout Just Delays Inevitable
Source: Barbara Templeton and Karen Roche of The Gold Report  (5/26/10)
Replacing most of Europe's currencies less than a decade ago, the euro is on the brink of extinction, according to Trader Tracks' Roger Wiegand, in this exclusive Gold Report interview. On the other side of the world, he doesn't pin his hopes on China as the engine for global economic growth as so many others do. So, is there a white horse waiting in the wings to lead the world back to economic good health? Read on. . . More >

Will China's Bubble Implode and Bring the U.S. Down with It?
Source: Clif Droke for the Gold Report  (5/7/10)
China could be the single-most important factor in trying to solve the global financial crisis. Clif Droke, editor of the Momentum Strategies Report, in this exclusive article for the Gold Report, looks at questions surrounding China's near-term future and the momentous impact on our own financial futures. More >

Victor Gonçalves: Betting on the Raw Materials
Source: Tim McLaughlin and Karen Roche of The Energy Report  (5/6/10)
Equities and Economics Report writer Victor Gonçalves says the cobalt story is still yet to come. In this exclusive Energy Report interview, Victor also explains how to tell the real rare earth companies from the wannabes. More >

Mickey Fulp: Bullish on Uranium and Rare Earths
Source: Karen Roche of The Energy Report  (4/29/10)
Mickey Fulp, "The Mercenary Geologist," in this exclusive interview with The Energy Report, tells us why his eyes are on uranium right now and how the unique niche rare earth market is heating up and still at early stages, providing potential investment upside. More >

Gissen & Berol: Focusing on Capital Appreciation
Source: By Tim McLaughlin and Karen Roche of The Gold Report  (4/21/10)
Many investors have become impatient with waiting for returns over the long term. Encompass Fund Founders Malcolm Gissen and Marshall Berol say they still invest for the long term, but acknowledge that the long term is now shorter than it used to be. In this exclusive interview with The Gold Report, they discuss how they choose companies for their fund and a new way to play the rare earths sector. More >

Steve Palmer: Rare Earth Opportunities
Source: Tim McLaughlin and Karen Roche of The Gold Report  (4/9/10)
New technologies are pushing up the demand for rare earths. Steve Palmer, president and CEO of AlphaNorth Asset Management, says the rare earth space is currently his favorite place to invest in the resource sector. In this exclusive interview with The Gold Report, Steve also talks about where he sees the markets headed in 2010 and shares how he tries to limit the downside when investing. More >

Richard Karn: Australia's Stunning Resource Wealth
Source: The Gold Report  (3/22/10)
Richard Karn, managing editor of The Emerging Trends Report, is taking a hiatus from North American markets to explore the long-term investment opportunities in Australian resources. The Gold Report caught up with Richard, currently in Australia gearing up for the trip, in an email exchange about his journey to circumnavigate the country visiting a wide variety of precious and specialty metal projects "down under." More >

John Kaiser: Game-Changer on Rare Earths Horizon?
Source: Interviewed by Sally Lowder of The Energy Report   (3/18/10)
Kaiser Bottom-Fish Report editor John Kaiser, caught for this exclusive Energy Report interview as this year's PDAC was winding down, suggests that the bigger the event grows, the fewer the opportunities to pick up buzz during informal networking. Still, he did come away with a bit of news that may be a game-changer in the rare earth elements space. More >

John Kaiser: PDAC-Too Much of a Good Thing?
Source: Interviewed by Sally Lowder, The Gold Report  (3/15/10)
Thousands flock to PDAC about this time every year to pan for nuggets for their organizations or for themselves. In this exclusive Gold Report interview, Kaiser Bottom-Fish Report editor John Kaiser suggests that the bigger the event gets, the more patience and effort it seems to take, but those who are persistent and willing to dig can still cart away useful information and insights. More >

Rick Rule: Systemic Shock Will Kill Sucker Rally
Source: The Gold Report  (3/12/10)
Charismatic, articulate, contrary and persuasive, Rick Rule probably could draw an audience if he were talking about the weather. But combine his presence with knowledge, experience and a track record of success, particularly in the resource arena, and the crowd falls silent. Founder and chairman of Global Resource Investments, Rick recently made himself available for a brain-drain, and shared his insights on the direction of precious metals. More >

Rick Rule: Energy Bull
Source: The Energy Report  (3/11/10)
Rick Rule probably could draw an audience if he were talking about the weather, but combine his presence with knowledge, understanding, experience and a track record of success, particularly in the resource arena, and the crowd falls silent. Founder and chairman of Global Resource Investments, Rick recently made himself available for a brain-drain, the foundation of the piece that follows. . . More >

Frank Holmes: Game-Changing Action Is Afoot
Source: Interviewed by Karen Roche, Publisher, The Gold Report  (2/3/10)
Led by China and India, the emerging markets have placed unprecedented (and growing) demand on natural resources. From gas and oil to copper and zinc, it takes vast quantities of those natural resources to build infrastructure to accommodate explosive growth in emerging markets. As Frank Holmes, CEO of U.S. Global Investors, suggests in this exclusive Gold Report interview, the key to staying in the game—even as the rules are changing—may lie in adapting nimbly and rationally. More >

Mickey Fulp: Race to Rare Earths Heats Up
Source: Interviewed by Karen Roche, Publisher, The Energy Report  (1/21/10)
Mercenary Geologist Mickey Fulp says that 2009's "flavor of the year"—rare earth elements—will sport that same label in 2010 in this exclusive interview with The Energy Report. Mickey likes the integrated mine-to-market players, and is bullish on uranium, too, but finds it scary to see likes of Kazakhstan emerging as the world's top supplier. More >