Gold Prices Still Cheap vs Falling Dollar
Source: Adrian Ash, Bullion Vault  (3/23/15)
"'For an investor who would like to build a position, it's a lot cheaper than it was a few years ago.'" More >

Quebec Is Back, Ready for Renaissance: Eric Lemieux
Source: Brian Sylvester of The Gold Report  (3/18/15)
During the period when Parti Québécois controlled Québec, the province's attractiveness as a mining jurisdiction fell from #1 to #21 in the Frasier Institute's Annual Survey of Mining Companies. But when Philippe Couillard's Liberal government won a majority in April 2014, the market got the message. Eric Lemieux, consulting technical adviser to Toronto-based Peartree Securities, says that the Osisko Mining bidding war showed that companies were willing to pay a premium for Québec-based assets. Since then other takeovers have happened. In this interview with The Gold Report, Lemieux discusses some promising projects in Québec and other stable jurisdictions. More >

Why Goldman Sachs Is Wrong About Commodity Prices: Philip Richards
Source: JT Long of The Mining Report  (3/17/15)
Goldman Sachs delivered a dire commodities outlook earlier this year, but RAB Capital Founder Philip Richards still sees compelling buying opportunities. In this interview with The Mining Report, Richards discusses his outlook for oil, gold, vanadium, zinc and nickel, and profiles companies with projects that will see the light of day even in harsh price environments. A few of these names have doubled in stock value in recent months, and still others look poised to deliver multiple returns on investment. More >

Why Hallgarten's Chris Ecclestone Is Staying Long in the Mining Sector
Source: Brian Sylvester of The Gold Report  (3/16/15)
Chris Ecclestone, principal and mining strategist at London-based Hallgarten & Co., finds optimism in the most unlikely places. He says that the key reason to be cheerful in 2015 is that the mining sector remains largely ignored. Ecclestone posits that the eventual rotation of broad market money into the sector will float many boats and lead to further M&A, which could start this year. In this interview with The Gold Report, he recommends being long mining stocks and shares some long positions and possible M&A targets. More >

Fixing the Gold Fix—With or Without the Chinese Banks?
Source: Lawrence Williams, Mineweb  (3/15/15)
"The new price setting mechanism will be launched on the March 20—this coming Friday." More >

The Simple Test Tocqueville's John Hathaway and Doug Groh Use to Determine if Gold Is at a Bottom
Source: JT Long of The Gold Report  (3/11/15)
Gold investors have been through a nuclear winter, but the future looks bright as mining companies bask in the glow of lower costs, better exchange rates and a flurry of mergers and acquisitions. In this interview with The Gold Report, Tocqueville Asset Management fund managers Doug Groh and John Hathaway share the names of mid-cap companies that could emerge successfully and one truly contrarian play that could be a tenbagger if their forecasts are correct. More >

When Junior Markets Turn Most Negative in 35 Years, Guess Where Financier Carlo Civelli Puts His Money?
Source: JT Long of The Mining Report  (3/10/15)
After 30 years of investing in natural resources, financier and founder of Clarion Finanz Carlo Civelli has declared 2015 to be one of the worst natural resource investing markets he has ever seen. But he is still finding opportunities by funding some of his favorite management teams in neighborhoods where he sees an opportunity to prove resources and attract buyers. In this interview with The Mining Report, he shares his secret for finding companies that can create value despite challenging market conditions, and he reveals where he is putting his money today.

Who's Who of Gold Investing
Source: Frank Holmes, U.S. Global Investors  (3/10/15)
"Gold's value, after all, is not dependent on the credit guarantee of any world government and is universally accepted as a form of payment." More >

Hitting the High Notes of African Resource M&A: Nana Sangmuah
Source: Brian Sylvester of The Gold Report  (3/9/15)
With six mining deals in 16 months, mining takeovers in African nations are happening with increasing frequency, and Nana Sangmuah, managing director of research with Toronto-based Clarus Securities, says more African M&A is on the way. But he cautions investors about companies high-grading reserves to generate cash flow. When the music stops, Sangmuah says, those companies will crash. In this interview with The Gold Report, Sangmuah tells investors how to avoid the party crashers and seek names that can hit the high notes with long-life production assets that can generate significant cash flow to retire debt, grow the business and return some profits to shareholders. More >

Red Lake: The High-Grade Gold Capital of the World
Source: Visual Capitalist  (3/6/15)
Every major gold-producing country has an iconic gold-producing trend that is synonymous with prosperity. South Africa has the Witwatersrand Basin and the United States has the Carlin Trend in Nevada. While Canada has had many prolific gold-producing regions over the years, including many famous gold rushes, lately the gold capital of Canada rests in Red Lake, Ontario. More >

How to Position Your Portfolio for the Coming Gold Upturn: AlphaStox's Etienne Moshevich
Source: Peter Byrne of The Gold Report  (3/4/15)
The world needs gold, says AlphaStox's Etienne Moshevich, and while it has been out of favor for the last few years, a series of macro factors point to its uptrend. In this interview with The Gold Report, Moshevich discusses 11 gold, manganese and graphite companies with management teams that have the skills to ride the wave to create shareholder value. More >

Juniors Do It Better than Seniors
Source: Kip Keen, Mineweb  (3/4/15)
"Research suggests juniors hold their own in discovery." More >

Why Miners with Positive Cash Flow Deserve Your Attention: Philip Ker
Source: Brian Sylvester of The Gold Report  (3/2/15)
Cash flow. Cash Flow. Cash flow. That's where investors should focus in 2015, says Philip Ker, mining analyst with PI Financial. Ker says that Canadian and Mexican gold producers are generating greater cash flow owing to a stronger U.S. greenback and more finely tuned mine plans. In this interview with The Gold Report, he shares his top stock pick for 2015 and some equity stories that could unlock further shareholder value with the drill bit. More >

A Fickle Exploration Ranking
Source: Kip Keen, Mineweb  (3/2/15)
"If we're getting a perspective on exploration potential in a more perfect world without major obstacles to prospecting (like war and drug runners), it's one polluted by erratic confidences." More >

PDAC Kicks off with Bold Predictions
Source: Brian Sylvester of The Gold Report  (3/2/15)
The annual conference of the Prospectors and Developers Association of Canada (PDAC) is under way in Toronto and the mood on the floor and in the Investors Exchange is, as one might expect, cautiously hopeful, even if about a dozen booth spaces are unoccupied. More >

What's in a Global Mining ETF?
Source: Kip Keen, Mineweb  (2/26/15)
"The group's fortunes are tightly tied to the balance between metal supply and demand." More >

European Investor Olivier Tielens: In a Sideways Gold Market, Explorers Offer the Most Upside
Source: Kevin Michael Grace of The Gold Report  (2/25/15)
It is a wonderful thing for miners to increase production and cut costs, says private investor Olivier Tielens. Unfortunately, in today's market, producers are not getting great prices for their gold and silver. In this interview with The Gold Report, Tielens argues that investors with positions in explorers that make discoveries realize immediate and major gains. In addition, he names four juniors with a high likelihood of positive reratings in 2015. More >

Where is the Smart Money Going in Mining? Lawrence Roulston's Answer May Surprise You
Source: Kevin Michael Grace of The Mining Report  (2/24/15)
Forget all the doom and gloom you hear about junior miners, says Lawrence Roulston, president of Quintana Resources Capital ULC. Canny investors should pay close attention to the flood of new money entering the sector and note carefully where it is going. In this interview with The Mining Report, Roulston presents a host of undervalued gold and silver miners with management that is not only advancing projects but, more important, enhancing shareholder value. As a bonus, many of these companies will likely be taken out at handsome premiums. More >

What Mining Insiders Had to Say at Indaba this Month
Source: Byron King, The Daily Reckoning  (2/24/15)
"There's a new supply-demand dynamic as China decelerates, with no other large market in position to fill the void." More >

Modest Tailwinds Could Blow Life into Mining Equities in 2015: Shane Nagle
Source: Brian Sylvester of The Gold Report  (2/23/15)
Lower oil prices in concert with currency devaluation versus the U.S. greenback in established mining jurisdictions like Mexico and Canada could translate into sustainably increased operating margins at some operations and a rally in precious and base metals equities, says Shane Nagle, mining analyst with Toronto-based National Bank Financial. In this interview with The Gold Report, Nagle selects some promising precious metals stories, along with his two top picks in the base metals space. More >

Mind-Blowing: China Consumes More Gold Than the World Produces
Source: Frank Holmes, U.S. Global Investors  (2/19/15)
"What's not so well-known is that China's supply of the precious metal per capita is actually low compared to neighboring Asian countries such as Taiwan and Singapore." More >

The Resource Maven Tells Investors How to Take Advantage of a Rising Happiness Index
Source: Kevin Michael Grace of The Gold Report  (2/18/15)
The bottom is in, says Gwen Preston, founder of the Resource Maven, but the next bull market in gold hasn't yet arrived. In this interview with the The Gold Report, she argues that investors should concentrate on finding likely takeover targets and explains that these companies are often distinguished by strong investor and institutional backing. She identifies four such companies, as well as highlighting two exciting explorers and the one gold major best positioned for a robust recovery. More >

Jeb Handwerger: A Surge in M&As Proves that Gold Is Back
Source: Kevin Michael Grace of The Mining Report  (2/17/15)
Gold stocks have been trading at huge discounts for years, but even rock-bottom prices couldn't entice takeover bids until the market hit bottom. The bottom is now here, says Jeb Handwerger, founder of GoldStockTrades.com, and M&As are off to a roaring start this year. In this interview with The Mining Report, Handwerger predicts a new record gold price within 18 months, and presents a host of gold and other metal equities poised to take off in 2015. More >

Global Insecurity Is Good for Gold, Says Mike Niehuser
Source: Kevin Michael Grace of The Gold Report  (2/16/15)
International anxiety may be good for gold prices, as gold continues to have a place as a store of value in uncertain times, says Mike Niehuser of Scarsdale Securities. Lower energy prices and a stronger dollar may provide relief for precious metal miners, especially explorers and miners working outside the United States. Management teams that have been forced to adapt to survive should do well in an upturn, and in this interview with The Gold Report, Niehuser discusses a handful of companies that fit the bill, including one in renewable energy. More >

Avoid Dodos and Find Gold and Silver Miners that Can Soar, Says Raymond James' Chris Thompson
Source: Brian Sylvester of The Gold Report  (2/11/15)
Chris Thompson, mining analyst with Raymond James, is looking for companies that can continue to deliver real growth and shareholder upside—companies that can "fly"—regardless of metal prices. The high-flyers with upside, Thompson says, have good management, strong cash flow at current metal prices, organic growth potential and are undervalued relative to their peers offering those same attributes. In this interview with The Gold Report, Thompson offers some precious metal names that could soar. More >