The Mining Report

Zimtu Capital Analyst Says All Roads Lead to the Athabasca Basin
Source: Tom Armistead of The Energy Report  (3/6/14)
To the World Nuclear Association, 2% uranium ore is high grade. At 14%, 16% and even 20% uranium, the grades in the Athabasca Basin are astounding analysts and investors around the world. Derek Hamill, Zimtu Capital Corp.'s new head of research, tells The Energy Report about where the investment dollars are moving in the Athabasca Basin, and what areas and companies are worth watching going forward. More >

Ron Struthers: The Juniors Are Forging the Path Forward
Source: Kevin Michael Grace of The Gold Report  (3/5/14)
Is the bear market in mining equities finally over? It looks that way, says Ron Struthers, publisher and editor of Struthers' Resource Stock Report. In this interview with The Gold Report, Struthers explains what distinguishes this recovery from past ones: TSX Venture Exchange stocks, not the majors, are leading the way. But which juniors should investors favor? Struthers names several with proven management, ample funding and good share structures. More >

Kiril Mugerman: Graphite Investors Should Look for Large Flakes, Small Resources
Source: Kevin Michael Grace of The Mining Report  (3/4/14)
Companies that boast 80,000 ton-per-year production or high purity levels don't always impress Kiril Mugerman, mining analyst with Industrial Alliance Securities. Why? Because finding buyers for all those tons is a huge challenge, and thrifty end-users like to purify lower-grade graphite in-house. In this interview with The Mining Report, Mugerman explains why he looks for smaller projects that can hit revenue targets, and indicates which of the 176 graphite projects out there are worth your attention. More >

Paul Renken: For 2014 Gains, Look to Uranium, PGMs and Gems
Source: Brian Sylvester of The Mining Report  (2/25/14)
Paul Renken, senior geologist and analyst with VSA Capital, calls 2014 a soft year for gold and silver prices, but foresees stronger prices—and demand—for nickel, copper and tech metals as the year progresses. In this Mining Report interview, he lists the three commodities investors should feel good about and digs into the details of the Indonesian ban on exports of raw ore. More >

Uranium Supply Disruptions Spell Opportunity for Investors: David Talbot
Source: Tom Armistead of The Energy Report  (2/20/14)
A supply crisis is looming in the uranium industry, and today's uranium price, stagnant at an eight-year low, will shoot up quickly when restarts of Japanese nuclear power plants bring back demand with a vengeance, David Talbot tells The Energy Report. Talbot, a geologist and senior mining analyst at Dundee Capital Markets, is excited about the potential of Canada's Athabasca Basin, the world's most prolific uranium source. But beyond the pounds in the ground, he sees money to be made in undervalued companies. More >

Supply and Demand Key to Base Metals Success: Adam Low
Source: Kevin Michael Grace of The Gold Report  (2/19/14)
Adam Low of Raymond James believes that the outlook is excellent for zinc, good for copper and neutral for iron ore. In this interview with The Gold Report, he argues that it comes down to supply and demand. Copper supply may soon lag demand, and zinc demand, which is increasing steadily, will soon face a 10% decline in supply. Low suggests eight miners that should benefit from providing the metals the global economy will need to support future growth. More >

How to Vet Graphite Investments: Stephen Riddle
Source: Brian Sylvester of The Mining Report  (2/18/14)
Stephen Riddle, CEO of Asbury Graphite Mills Inc., has been in the business long enough to have seen companies come and go, sometimes more than once. He brings a realist's perspective to this Mining Report interview, and explains the questions he asks himself, as an investor, at each stage of mine development. He also comments on the supply-and-demand picture, and names the characteristics of his ideal graphite mine. More >

The Most Important Question Top Stock Pickers Keith Schaefer, Eric Coffin and Lawrence Roulston Ask Company Presidents
Source: JT Long of The Mining Report  (2/18/14)
Payback time? Fallback plan? Money in the bank? What would you ask the CEO of a company you were considering investing in? In advance of the Prospectors and Developers Association of Canada convention in March, newsletter writers Keith Schaefer, Eric Coffin and Lawrence Roulston are bringing 15 energy and mining companies together for a "meet the management" Subscriber Investment Summit in Toronto. In this interview with The Mining Report, the experts share their sometimes surprising responses to the state of the industry. More >

Food, Water and Fuel Are Necessary to Life and Investors: Bob Moriarty
Source: Karen Roche of The Energy Report  (2/13/14)
Likening central banks to "your crackhead cousin" running loose with your American Express platinum card, Bob Moriarty sees serious economic threats in the future. This leads the owner of 321energy to look at resources like food, water and energy for protection and profit. He tells The Energy Report where energy opportunities exist, and why Chinese demand for everything will set prices in the future. More >

Ryan Castilloux: Sorting Reality from Hype in the Crowded Rare Earth Industry
Source: Kevin Michael Grace of The Mining Report  (2/11/14)
Evaluating rare earth projects is a tricky business, and the ambiguous reporting methods some companies use don't make it any easier. In this interview with The Mining Report, Ryan Castilloux of Adamas Intelligence examines misleading metrics that hide the devil in the details. He also explains the complex, objective methodology he uses to rank the world's 52 most advanced rare earth projects, and names five development-stage projects and three exploration-stage projects with lucrative upside potential. A must-read for anyone interested in rare earth elements. More >

Joe Mazumdar: Seven Gold and Uranium Juniors with Near-Term Growth You Can't Ignore
Source: Peter Byrne of The Mining Report   (2/4/14)
Many junior miners have an ace up the sleeve, and that is commodity price leverage. Joe Mazumdar, senior mining analyst with Canaccord Genuity, sat down with us to share what he looks for in junior companies with a lot of commodity price leverage. In this interview with The Mining Report, find out why bigger isn't necessarily better when it comes to gold mining projects, and why the market is favoring uranium explorers over producers—for now. Mazumdar also shares names of gold companies with "bite-sized" capital needs from Burkina Faso to California, as well as the apples of his eye in the Athabasca Basin, where management teams with significant track records are heading up promising exploration programs. More >

Adrian Day: Ditch the Risk and Embrace the Upside
Source: Kevin Michael Grace of The Gold Report  (1/31/14)
Adrian Day likes to think long term, and historical trends persuade him that the bull market in gold should continue for years to come. In this interview with The Gold Report, the founder of Adrian Day Asset Management explains why he expects a significant gold price recovery in the near future. In the short term, he counsels investors to choose companies that minimize risk through royalty agreements, joint ventures and robust balance sheets. In other words, companies with the means to seize profit-making opportunities, and Day shares the names of a handful that fit the bill. More >

Gold Crybabies Are Born to Lose, Says Lawrence Roulston
Source: Peter Byrne of The Gold Report  (1/29/14)
Geologist, engineer, Midas-touch investor and financial newsletter publisher Lawrence Roulston has little patience for investors without the nerves to hold onto a good thing during tough times. Gold has been the main embodiment of value for thousands of years, Roulston points out, so why should tomorrow be different? In this interview with The Gold Report, Roulston has some tips on how to double down on gold investments and wipe away the tears. More >

The Numbers Don't Lie: Why the Industrial Minerals Sector Is Here to Stay
Source: Brian Sylvester of The Mining Report  (1/28/14)
There are two ways to visualize the critical metals and industrial minerals sector. Some see a hostile climate, where junior mining companies compete for scarce financing dollars. But there's a sunnier side to this story: more than ever, companies, government and academia are forming partnerships to solve a global problem—the ongoing need for scarce critical materials. In this Mining Report interview, Luisa Moreno, industrial minerals analyst with Euro Pacific Capital, discusses the challenges and the prospects for players in a sector she insists is here to stay. More >

Eric Lemieux: What Does 2014 Hold for Metals?
Source: Brian Sylvester of The Gold Report  (1/22/14)
Eric Lemieux, a mining analyst with Laurentian Bank Securities in Québec, is a realist, which makes his optimistic outlook for miners in 2014 that much more compelling. Lemieux believes that with the wheat separated from the chaff over the past tumultuous year, the truly strong companies have emerged. But you may be surprised by the jurisdictions he predicts will come to life in 2014. Lemieux makes some startling, but happy forecasts in this interview with The Gold Report. More >

Amanda Van Dyke: A Dozen Gold, Copper, Phosphate and Uranium Standouts
Source: Kevin Michael Grace of The Mining Report  (1/21/14)
Amanda Van Dyke of Palisade Capital is confident that China's reforms will ensure that the commodity supercycle will continue for some time to come. In this interview with The Mining Report, Van Dyke argues that investors should worry less about the right balance of specific commodities and more about the right mix of early-stage, development-stage and producing companies. She expands on a dozen she believes have the right stuff to succeed. More >

2014 Graphite Outlook: Price Rebound, Supply Shift and New End Uses
Source: Brian Sylvester of The Mining Report  (1/14/14)
China's recent halting of flake graphite production in Pingdu, Shandong, made headlines, and has many investors wondering how supply may shift. Simon Moores, manager of Industrial Minerals Data, tells The Mining Report that he sees an interesting dynamic unfolding in the graphite space over the next five years. As buyers for steel and battery markets compete for limited graphite supplies, the winners will be companies that can deliver the best, tailor-made products. In the meantime, offtake agreements are signaling a new confidence in the sector. More >

Zinc or Swim: Do Base Metals Have a Future?
Source: Peter Byrne of The Mining Report  (1/7/14)
Joseph Gallucci of Dundee Capital Markets sees a rosy future for zinc investors. As the large zinc mines shut down, the juniors are stepping forward to meet growing demand for the industrial staple. In this interview with The Mining Report, Gallucci delivers smart tips for base metals investors on where to find opportunity when zinc prices start to climb. More >

New Royalty Scheme a Leveler in the Mexican Silver Space
Source: Brian Sylvester of The Mining Report  (12/31/13)
We may be headed into a new year, but Chris Thompson, mining analyst with Raymond James, expects more of the same in the precious metals prices: volatility. In this Mining Report interview, he advises investors to play that volatility. He details why—despite its higher royalty tax—Mexico remains a silver powerhouse, and which companies will feel the royalty pinch most. More >

Miners Should Launch a Gold Cartel or Risk Losing Everything, Advises Stephan Bogner
Source: Brian Sylvester of The Gold Report  (12/28/13)
It's no surprise that Stephan Bogner, analyst with Rockstone Research Ltd. and CEO of Elementum International—a precious metals trading and storage firm—advises investors to hold physical metals outside the banking system, but he also advocates mining companies keeping gold on their balance sheets and forming a cartel. In this interview with The Gold Report, Bogner discusses which exploration and development companies will be ready to produce when metals prices rise and shares his interest in the diamond, potash and uranium space. More >

Shane Nagle: Making Your Portfolio Pricing-Pressure Proof
Source: Brian Sylvester of The Metals Report  (12/24/13)
Forget about the gold price. Forget about the copper, zinc and nickel price. Start searching out companies that can weather another few years of recovery, because it's unlikely mining companies will get any price relief soon. Shane Nagle, a metals and mining analyst with National Bank Financial, talks with The Mining Report about some names he's found that have strong balance sheets that can carry them through another few years of pricing pressures to smooth sailing on the other side. More >

Levi Spry Highlights Quality Australian Projects that Will Find Funding
Source: Kevin Michael Grace of The Gold Report  (12/23/13)
Quality will win out, says Levi Spry, senior resources analyst at GMP Securities Australia. In this interview with The Gold Report, Spry contends that funding project capital expenditures is a problem only when the underlying economics are marginal. In other words, high grades plus low costs ensure victory, and he suggests a handful of Australian companies, in gold, lithium, copper and nickel, that boast the quality needed to earn high margins. More >

Steve Yuzpe and Maria Smirnova: Why Sprott Resource Corp. Sold $76M in Bullion
Source: Brian Sylvester of The Mining Report  (12/17/13)
Private equity firm Sprott Resource Corp. recently sold off nearly $76 million in gold bullion, but don't count the firm out of precious metals yet. What is the firm shopping for with its new-found cash? In this interview with The Mining Report, new Sprott Resource Corp. President and CEO Steve Yuzpe discusses where the company will focus its capital, and Sprott Asset Management Associate Portfolio Manager Maria Smirnova shares her outlook for resource markets. More >

Jeb Handwerger: Follow the Fundamentals in Mining Markets
Source: JT Long of The Mining Report  (12/10/13)
It may seem like a confusing time to be a mining investor, but Jeb Handwerger, of Gold Stock Trades, insists it doesn't take a rocket scientist. "Stick to the fundamentals," he says. "The technicals will eventually reflect the fundamentals." In this interview with The Mining Report, Handwerger talks about what companies have the right foundation to shine after the market dusts itself off and starts to climb. More >

Why Uranium and Coal Rank High for Energy Return on Energy Invested: Thomas Drolet
Source: Tom Armistead of The Mining Report  (12/3/13)
Not all energy options are equally good, says Thomas Drolet, principal of Drolet & Associates Energy Services Inc. Using an "Energy Return on Energy Invested (EROEI)" calculation to decide which energy sources yield the most for the least energy investment, Drolet sees hydroelectricity, natural gas, uranium and coal at the top of the list. Drolet adds that the need for reliable power will keep baseload power fueled by uranium and coal at the center of the world's electricity systems for many years, but he tips The Mining Report to some technologies looking for investment that can help make coal a more environment-friendly fuel. More >

Richard Karn: Three Australian Miners Positioned for Success
Source: Special to The Energy Report  (11/19/13)
Sometimes the worst of times brings out the best in people. Such is the case in Australia's mining sector, according to Richard Karn, managing editor of The Emerging Trends Report. While some companies are floundering or failing altogether, Karn has noticed a few shining exceptions. These are companies with innovative management teams that have approached project funding in this challenging environment as though it were a high-stakes chess game—and their maneuvers are astonishing. In this interview with The Mining Report, Karn takes a look at three mining companies that are defying the odds and may emerge victorious. More >

Eric Muschinski: Investor Psychology Can Trump Market Fundamentals
Source: Special to The Gold Report  (11/13/13)
With gold and silver equities markets as volatile as ever and assets of many miners valued at pennies on the dollar, Eric Muschinski, editor of the Gold Investment Letter, believes it is critical to be on the right side of the emotional curve when investing. He pays as much attention to investor psychology as he does to market fundamentals. In this interview with The Gold Report, Muschinski explains how investors can use knowledge of market cycles to their advantage and profiles undervalued companies flying under the radar. More >

Steve Palmer: Change Up Your Portfolio's Sector Weightings to Capture Profits
Source: Peter Byrne of The Mining Report  (11/12/13)
Steve Palmer's AlphaNorth Partners Fund didn't make a 130% return by adhering to a strict natural resource weighting. In this interview with The Mining Report, Steve Palmer describes how his fund uses "bottom-up analysis" to find profit opportunities in metals, energy, life sciences and tech stocks. Small-cap equities may not be leading the pack now, but they are still the best-performing asset class in the long term, says Palmer, and he names some companies that are already outperforming. More >

Play the Market Bottom and Focus on Energy Commodities: Chris Berry
Source: J. Alec Gimurtu of The Mining Report  (11/5/13)
Commodities are and always will be a cyclical market, asserts Chris Berry of House Mountain Partners. That's why he's not sweating disappointing stock performance and flat pricing environments. But the self-described long-term bull on energy materials has big plans on how to play growth in the developing world, and he insists that now is the time for investors to position themselves ahead of an upswing. Find out about companies that have the cash, the assets and the strategy to create long-term shareholder value in this interview with The Mining Report. More >

Uranium Investors, Ignore the Noise! Fundamentals Are Compelling
Source: Tom Armistead of The Mining Report  (10/29/13)
Uranium prices and mining stocks are low, but market forces will push them both higher in the next 12–24 months, says David Sadowski. Miners are jockeying for position and the Raymond James mining analyst tells The Mining Report to expect mergers and acquisitions as they prepare for the good times to come. The market's supply glut will be gone by mid-decade, and mining will have to ramp up to head off a deficit by 2020. The time to buy is now. More >

10 Strategies for Success in a Flat Commodity Price Market: John Kaiser
Source: JT Long of The Mining Report  (10/22/13)
It could be 2017 before the commodity supercycle is evident again, but stormy weather in the mining space has a silver lining: It is encouraging miners to develop new, innovative approaches to their business. In this interview for the first edition of The Mining Report, John Kaiser of Kaiser Research Online outlines 10 strategies that are setting certain companies apart. Discover the companies that are redefining their business, as well as miners with the goods in the ground to continue come rain or shine. More >

Maximizing Returns in an Uncertain Mining Market: Tom Szabo
Source: Brian Sylvester of The Metals Report  (10/15/13)
Tom Szabo, an investment strategist and principal of MetalAugmentor.com, invests in miners with base metal, specialty metal and rare earth element projects because the market isn't quick to notice them—meaning it's easy to get in early on a great project. His Peerless system helps to identify opportunities based on unique attributes. So, which metals and rare earth companies are set to strike in this volatile market? Szabo doles out tips in this Metals Report interview and explains why he likes companies that have yet to achieve market favor. More >

Busting the Myths That Could Wipe Out Your Investments: Louis James, Marin Katusa and Rick Rule
Source: JT Long of The Gold Report  (10/11/13)
The Gold Report sat down with three of the mythbusters-in-chief at the recent Casey Research 2013 Summit. Louis James, Marin Katusa and Rick Rule debunk myths that range from quantitative easing to crowdfunding, and touch on an array of resource sectors, including gold, platinum, palladium and oil. Get insights about the work investors need to do to succeed and learn why age matters. More >

Wave of the Future Investment from the Ground Up: Byron King
Source: JT Long of The Metals Report  (10/8/13)
An increasingly high-tech world is on the horizon, but technological revolution can't take place without the right materials, especially graphite and platinum group metals. This is where mining, one of the oldest industries in human history, comes in. In this interview with The Metals Report, Byron King, editor of the Energy & Scarcity Investor and Outstanding Investments newsletters, profiles companies poised to deliver graphite and platinum group metals to tech companies working to change the way we communicate, travel and harness energy. More >

Rick Mills: Greenland Is the Final Frontier for Lower-Cost Mining
Source: Kevin Michael Grace of The Metals Report  (10/1/13)
Industrial minerals like copper and nickel are essential to global economic expansion. But everywhere you look, grades are getting lower, and costs are getting much, much higher. Is there a way out? Rick Mills says mining companies need to look to Greenland. In this interview with The Metals Report, the owner and host of Ahead of the Herd.com lauds the world's largest island for its vast resources, its one-stop regulatory system and its year-round access to ocean transportation. More >

An Investing Opportunity of a Lifetime: Lessons from the Sprott Precious Metals Roundtable
Source: Moderated by John Budden of Sprott Resources  (9/25/13)
What happens when you bring together four of the top minds in the precious metals investing space to share insights from the front lines of gold, silver platinum and palladium investing? These excerpts from a Sprott Resources Roundtable featuring Gloom, Boom and Doom Report Publisher Marc Faber, Sprott Asset Management Chief Investment Strategist John Embry, Sprott Global Resource Investments Founder Rick Rule and Sprott Asset Management Founder Eric Sprott prove that great minds think big.
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Look Beyond Gold for Compelling Risk/Reward Ratios: Michael Curran
Source: Kevin Michael Grace of The Metals Report   (9/24/13)
Diversify, diversify, diversify—that's Michael Curran's advice for metals investors. So if you've been obsessively eyeing gold and silver prices, you might want to focus your attention elsewhere in the mining sector, says the Beacon Securities mining research analyst. Nothing wows the market like discoveries, and exploration success in the copper, zinc and uranium spaces are making some shareholders very happy indeed. In this interview with The Metals Report, Curran shares his top speculative picks for a diversified mining portfolio. More >

Paul Renken: It's Time for Retail Investors to Capture Metals Upside
Source: Brian Sylvester of The Metals Report  (9/17/13)
When gold and silver took a plunge, institutional investors went bargain shopping right away, says Paul Renken, mining analyst with VSA Capital. Now it's time for retail investors to ride upside momentum in copper, zinc, tungsten and phosphate. In this interview with The Metals Report, Renken shares his outlook for base and minor metals, as well as the companies that could outperform on the back of climbing commodity prices. (Hint: It's not usually the majors.) More >

Is the Peruvian Government Becoming More Mining Friendly?
Source: Brian Sylvester of The Gold Report  (9/16/13)
With a credit rating higher than Mexico and Brazil, Peru should be high on the list of mining investors, but confidence has been shaken over the last few years when the government revoked some high-profile mining licenses. According to Lima-based Kallpa Securities Managing Director Ricardo Carrión and President Alberto Arispe, recent government actions might signal a reset, with the government even acting as a mediator between mining companies and the local communities. In this interview with The Gold Report, Carrión and Arispe detail the state of mining exploration in Peru and discuss companies actively exploring, including one that just received its long-awaited environmental approval.
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Casey's Marin Katusa: Conflict Could Be Good for Energy Investors
Source: JT Long of The Energy Report  (9/12/13)
Conflict in the Middle East has Europe scrambling to find reliable energy sources closer to home. This means investors should consider watching for a big shale discovery in a friendly location. Marin Katusa, energy expert with Casey Research, is constantly looking for the next big thing. In this interview with The Energy Report, Katusa profiles natural gas and uranium companies that could offer stable supply in a time of crisis. More >

Uranium Price Headed for $50 in 2014, Taking Stocks Higher: Rob Chang
Source: Zig Lambo of The Energy Report  (9/10/13)
The stubborn spot price of uranium has frustrated market watchers for the past year. But that's not the whole story. As most long-term contracts have been made at higher prices, astute investors have been slowly moving into the stocks of uranium producers and explorers in anticipation of the delayed commodity price move expected in 2014. In this interview with The Energy Report, Cantor Fitzgerald Canada Metals and Mining Analyst Rob Chang explains what lies ahead and how the turnaround in the uranium market will benefit the companies he thinks investors should focus on for maximum profits. More >

David Franklin: Is Platinum the New Gold?
Source: Peter Byrne of The Metals Report  (9/10/13)
The Goldrums of June are giving way to a new dawn for platinum group metals, says David Franklin, a market strategist at Sprott Asset Management. While white metal miners face a variety of challenges, there is an increasing demand for platinum and palladium from vehicle manufacturers in the U.S. and China. And supplies of the hard-to-find metal are vanishing day by day. Now is the time to buy into existing stockpiles of the precious metal, Franklin tells The Metals Report. More >

Dave Forest: How to Play the Looming Platinum Supply Crisis
Source: Kevin Michael Grace of The Metals Report  (9/3/13)
South Africa, platinum mining giant, is about to fall off the investment map, says Dave Forest of Pierce Points. Until the country sorts out its labor politics, there is a real need to establish alternative sources of platinum group metals, vanadium and manganese. In other words, while it's a bad time to be a miner in South Africa, it's a good time to hold in-ground reserves. In this interview with The Metals Report, Forest names deposits in the Americas and elsewhere in Africa with the potential to meet global platinum needs. But he's choosing carefully, because even in times of scarcity, Forest argues, it just won't do to develop anything other than the best, most economic mining projects. More >

Anthony Mariano: Calling Next-Generation REE Investors
Source: Brian Sylvester of The Metals Report  (8/27/13)
If you thought you had rare earth element mining all figured out, think again. Dr. Anthony Mariano and his son, Anthony Jr., work as geological consultants to many rare earth companies, and say even they have more to learn. But if you're looking for a sector that will nurture your inner nerd, rare earth elements may be the play for you. In this interview with The Metals Report, geek out with the Marianos as they talk rare earths and igneous, metamorphic and sedimentary rocks. More >

Two Ways to Capitalize on Accelerating Lithium Demand: Luisa Moreno
Source: Tom Armistead of The Energy Report  (8/22/13)
The sleekest, most efficient electronic product is nothing without the battery that powers it. Enter lithium, the raw material battery manufacturers depend on. With electric/hybrid vehicle use on the rise and demand for consumer electronics steadily climbing, lithium producers with quality product should have no shortage of potential buyers. In this interview with The Energy Report, Luisa Moreno, mining and metals analyst with Euro Pacific Canada, names her top lithium picks with both the goods and the customers. More >

Mark Seddon: Why You Should Look Twice at an Ugly Duckling Metal
Source: Alec Gimurtu of The Metals Report  (8/20/13)
Tungsten just doesn't have the sex appeal that made investors fall for the rare earth story. But maybe that's its trump card, considering the boom/bust cycle that swept rare earths didn't touch tungsten's slow, steady price increases. Analyst Mark Seddon of Tungsten Market Research has long been watching the often ignored metal, and asserts that tungsten is a harder sell, but a better buy for investors. In this The Metals Report interview, Seddon outlines tungsten's finer points and suggests miners are poised to reap rewards. More >

Ryan Fletcher: The Next Big Discoveries in the Athabasca Basin
Source: Peter Byrne of The Energy Report  (8/15/13)
Home to some of the richest, highest-grade uranium deposits on the planet, the Athabasca Basin has long been a mining investment hot spot. Even with uranium prices at relatively depressed levels, projects like Roughrider or Patterson Lake South have captured the market's ear—and created significant gains for the companies behind these discoveries. In this interview with The Energy Report, Zimtu Capital Director Ryan Fletcher profiles miners that may well be sitting on the next show-stopping resource as the Athabasca Basin story continues to unfold. More >

Electric Transportation Could Jump-Start Rare Earth Markets: Patrick Wong
Source: JT Long of The Metals Report  (8/13/13)
Remember when CD players cost hundreds of dollars? The same volume-based price slide is starting to take place with electric vehicles, according to Patrick Wong, CEO and director of Innovation Metals Corp. Wong believes that hybrid and electrical cars are on the cusp of overtaking standard automobiles as the vehicles of choice. And when they do, the rare earth markets that supply the materials needed in every electric car battery and drive motor will take off. In this interview with The Metals Report, Wong encourages investors to get into the market before they get left behind. More >

Dan Hrushewsky: Low-Cost, High-Margin Mining in West Africa
Source: Brian Sylvester of The Gold Report  (8/7/13)
There are two things investors pay too much attention to, according to Jennings Capital Analyst Dan Hrushewsky: metals prices and grade. Why? Extremes of low and high prices never last, and high grades don't always make for economic deposits. In this interview with The Gold Report, Hrushewsky explains the metrics behind his all-in cash cost estimates and profiles West African projects that are connecting the dots. More >

Eight Catalysts That Can Move Your Mining Stocks: Jocelyn August
Source: Brian Sylvester of The Metals Report  (8/6/13)
Catalysts can move mining equities substantially up or down, so being aware of upcoming news and events is key to portfolio management. Sagient Research's Jocelyn August advises investors to look for miners with good management teams that are transparent in their announcements and consistently meet their deadlines. In this interview with The Metals Report, August outlines the eight biggest catalysts in the mining space and discusses companies with anticipated near-term catalysts. More >