Arie Papernick: A New Mining Investment Landscape Explained
Source: Brian Sylvester of The Metals Report  (4/9/13)
Life is difficult for junior resource companies. Not only are stocks and commodity prices moving sideways, but tax changes in Canada may signal less friendly treatment for exploration investment. But not all is grim, according to Arie Papernick, the head of equity capital markets at Secutor Capital Management Corp. in Toronto. In this interview with The Metals Report, Papernick says investors can still make money if they focus on companies that are producing or near production with an attractive capital structure and strong balance sheets. Royalty plays are another favorite. He reveals that the next big opportunity may be coming in the energy metals space. More >

Stansberry Analyst Matt Badiali's Four Rules for Finding Junior Miners to Like or Avoid
Source: JT Long of The Gold Report  (4/8/13)
Too many investors fall in love with a project and forget that mining is a business, says Matt Badiali, editor of the S&A Resource Report. And business is tough these days. Still, a lot of companies' share prices have been unfairly cut down as investors who need to liquidate are selling good stocks on good news in an attempt to get a slightly higher price. These top 25% firms represent great bargains right now if you pick using the rules that Badiali sets out in this Gold Report interview. More >

Gold to Remain in Demand Medium to Long Term: Commerzbank
Source: Lawrence Williams, Mineweb  (4/8/13)
"Expansionary monetary policies are not easing but accelerating worldwide, thus destroying the value of money leaving gold as the prime store of wealth in the medium to long term." More >

The Casey Downturn Millionaires' Message: Why David Galland Is Answering His Broker's Calls Again
Source: JT Long of The Gold Report  (4/5/13)
Natural resource investors have experienced a tough year. The price of gold bullion has fallen from its 2011 highs and the prices of good junior companies have been slashed to as little as half their former valuations. All the more reason to start returning broker phone calls according to David Galland, Casey Research managing director, speaking on the Friday eve of the webinar he is moderating that features some of the biggest names in the industry.

The webinar, "Downturn Millionaires: How to Make a Fortune in Beaten-Down Markets," features Casey Research Founder Doug Casey, Sprott Global Resource Investments Founder Rick Rule, International Speculator Editor Louis James, "Endgame" Author John Mauldin and Diary of a Rogue Economist Editor Bill Bonner. In this interview with The Gold Report, Galland shares the motivation behind assembling this all-star cast for a golden wake-up call.
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Two Seniors + Five Juniors = One Amazing Gold Portfolio: Adrian Day
Source: Brian Sylvester of The Gold Report  (4/5/13)
Adrian Day, founder of Adrian Day Asset Management, finds royalty plays some of the cleanest, least risky ways to invest in precious metals. Royalties also offer high margins and the benefit of exposure to exploration. In this interview with The Gold Report, he explains why royalty companies are so hot right now and shares the names of a handful of favorite companies both large and small with royalties around the world. More >

Counterpoint from Kevin Campbell: Canadian Junior Mining Companies—and Independent Brokers—Have a Bright Future
Source: JT Long of The Gold Report  (4/3/13)
Haywood Securities Managing Director Kevin Campbell is concerned by all the negative talk about the state of junior mining. In this reaction to an interview in The Gold Report with B&D Capital consultant Don Mosher, Campbell outlines the fundamental demand for commodities behind his conviction that this is a temporary, albeit vicious, downturn and that the TSX Venture Exchange, the industry and the experienced web of service providers that have built up around it are here to stay. More >

David Stockman: Welcome to Irrational Exuberance 2.0
Source: Karen Roche and JT Long of The Gold Report  (4/3/13)
In his new book, "The Great Deformation: The Corruption of Capitalism in America," David Stockman, former Republican U.S. Congressman, former director of the Office of Management and Budget and founding partner of Heartland Industrial Partners, levies blame for the dire straits of the global financial system on central bankers, economists and politicians of both parties. In this interview with The Gold Report, he also offers some draconian solutions, including the need for a "constitutional fiscal chastity belt" in the form of a balanced budget amendment. More >

Coming Soon: The Next Breakout For Gold
Source: Dan Amoss, The Daily Reckoning  (4/2/13)
"History shows the Fed excels at creating bubbles, yet is completely inept at controlling conditions when bubbles pop." More >

Jeb Handwerger Follows the Smart Money to Undervalued Miners
Source: Brian Sylvester of The Gold Report  (4/1/13)
Investors unsure of which way to turn in this market need only watch the "smart money," says Jeb Handwerger, the editor and publisher of GoldStockTrades.com. Billionaires like John Paulson and Carlos Slim are plucking up mining investments on the cheap. In this interview with The Gold Report, Handwerger shares his favorite discount buys. More >

International Gold Analyst Christos Doulis Names Four Miners that Could Make Money at the Margins—and One that Probably Won't
Source: Brian Sylvester of The Gold Report  (3/29/13)
Christos Doulis travels the world for Stonecap Securities looking for mining companies that can contain costs; companies that can't contain costs because of rising labor and energy bills are not profiting from higher gold prices. From Mexico to Europe and Canada, he has singled out four companies that could actually make money for shareholders—and one that probably won't. And for those not ready to pick one company, Doulis, in this Gold Report interview, names his first small royalty company selection that could profit from the current challenging financing environment. More >

Ignore Banks' Bearish Statements on Gold
Source: Jeff Clark, Casey Research  (3/29/13)
"Goldman Sachs has lowered its gold price projections and says the metal is headed to $1,200/oz. Credit Suisse and UBS are bearish. Citigroup says the gold bull market is over. So I guess it's time to pack it in, right?" More >

Precious Metals the Antidote to Fiat Currency Threat: International Resource Specialist Peter Krauth
Source: Brian Sylvester of The Gold Report  (3/27/13)
Peter Krauth, resource specialist for Money Map Press, considers the precious metals space an overarching requirement for investors. He sees value in every sector, although he admits it takes a contrarian mindset to see the opportunity among stocks that have been trending down for as long as 18 months. In this Gold Report interview, Krauth shares names from majors to mid caps to royalty companies, including those in the platinum group metals space, where supply-and-demand tensions will move the price of palladium up. More >

Can Gold Miners Increase Profits Through Spin Offs?
Source: Jeff Uscher, Money Morning  (3/27/13)
"Depending upon what is included in spin offs and how they're priced, they could be very attractive short-term investments, so keep a close eye on them." More >

Market Technician Jordan Roy-Byrne's Charts Predict Precious Metals Will Outperform
Source: Alec Gimurtu of The Gold Report  (3/25/13)
Jordan Roy-Byrne, editor and publisher of TheDailyGold Premium, was able to achieve some marked success in last year's choppy market by buying growth-oriented producers. After the broader market tops out, Roy-Byrne is watching for the same stocks to outperform again. In this Gold Report interview, Roy-Byrne talks about how a decoupling in the market between stocks and gold is an indication he's right about buying stocks with relative strength, and growing cash flow and production. More >

Don Mosher: Strangulation by Regulation—Is the Venture Exchange on Its Deathbed?
Source: Brian Sylvester of The Gold Report  (3/25/13)
Don Mosher, a business consultant with B&D Capital in Vancouver, is sounding the alarm. The TSX Venture Exchange, a once-thriving exchange for junior mining companies, is struggling. Its strife is a symptom of the overregulation that is slowly killing a whole sector of the Canadian economy, forcing mining companies and their servicers out of business or to move overseas. But the death knell hasn't sounded yet, Mosher tells The Gold Report. He believes the Venture Exchange and mining in Canada can be saved, and he outlines his plan here. More >

Gold Stocks Are the Market's Single-Best Value Today
Source: Jeff Clark, Wealth Daily  (3/22/13)
Gold stocks aren't just ridiculously cheap relative to the S&P 500. . .they're also cheap relative to gold. More >

Five Mining Companies that Meet Jamie Mackie's Success Criteria
Source: Brian Sylvester of The Gold Report  (3/22/13)
While Jamie Mackie, senior vice president and investment adviser with Macquarie Private Wealth, thinks the mining sector could sink further, he also believes now is the time to buy, carefully. In his first Gold Report interview, he discusses strategies to mitigate junior mining risk, including royalty and streaming companies, large and small. More >

Gold Stocks Are the Market's Single Best Value Today
Source: Jeff Clark, Advanced Income  (3/22/13)
"Gold stocks aren't just ridiculously cheap relative to the S&P 500. . .They're also cheap relative to gold. And they're cheap relative to any measure of 'normal' price action." More >

Mexico's Guerrero Gold Belt, Home of Low-Cost Gold Production and Analyst Merrill McHenry's Favorite Miners
Source: Brian Sylvester of The Gold Report  (3/20/13)
The Guerrero Gold Belt, a sexy, new, developing mining district in the state of Guerrero, Mexico, has attracted some exciting explorers that have unearthed key discoveries. While several companies have gone on land-grabbing sprees, there's still good news: the Guerrero is growing. Merrill McHenry, metals and mining analyst with Industrial Alliance Securities in Toronto and an expert on the area, believes the Guerrero could be more than twice as large as it's currently defined—potentially becoming one of the largest gold districts in the world. McHenry tells The Gold Report
which companies are strategically positioned to grow and develop within the Guerrero Gold Belt. He also discusses the impact of the evolving Cyprus financial crisis on gold.
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The Cyprus Crisis, Banking and Gold
Source: Adrian Ash, Bullion Vault  (3/20/13)
"The gold price in Euros jumped 2.3% at the start of Asian trade Monday morning, and has since jumped again as the chaos in Cyprus's rescue gets worse." More >

Dynamic Funds Manager Rob Cohen Imagines a Gold-Centric World
Source: Sally Lowder of The Gold Report  (3/18/13)
Robert Cohen, lead portfolio manager with Dynamic Funds, has been kicking up dust at conferences and in board rooms with his "revolutionary and simple" idea that gold mining companies should hold gold on their balance sheets and use gold-based loans. But the idea is gaining traction and he suggests in this Gold Report interview from the Prospectors & Developers Association of Canada conference that management teams and investors alike would do well to question their use of U.S. dollars as a functional currency. More >

Eric Lemieux: There Will Be Winners in Quebec
Source: Brian Sylvester of The Gold Report  (3/15/13)
It's been years since Quebec had a big discovery. Eric Lemieux, a mining analyst with Laurentian Bank Securities in Montreal, believes the province is overdue. Mining-friendly infrastructure policies like Plan Nord could give Quebec the push it needs, but the return to power of the Parti Quebecois has affected some projects and general market sentiment. Lemieux tells The Gold Report
about which companies he believes are positioned to prosper if the Parti Quebecois swings back to mining-positive policies as he cautiously predicts.
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Gold Prices: Don't Ignore This Bullish Trend
Source: Jeff Uscher, Money Morning  (3/13/13)
"The central banks of South Korea, Russia and Kazakhstan have all reported additions to their gold reserves this year, continuing the trend of central bank gold buying." More >

Eight Companies Swiss Money Manager Joachim Berlenbach Gives High Grades
Source: Brian Sylvester of The Gold Report  (3/11/13)
In an environment of rising capital expenses, gold producers big and small are left with little or no free cash flow. Instead of investing in exploration to maintain production, too many companies are cutting costs and high-grading their current resources. Joachim Berlenbach, fund adviser with Switzerland's Earth Resource Investment Group, believes this kind of short-term thinking will lead to decreased production and a higher gold price. In this Gold Report interview, Berlenbach shares his ideas on how to succeed in this stock-picker's market. More >

A Focus on Gold Costs at PDAC
Source: Geoff Candy, Mineweb  (3/10/13)
"The most important shift to take place within the gold sector over the last two years," says IAMGOLD CEO Stephen Letwin, "has been the recognition on the part of gold miners that sustaining capital must form part of the equation; that all-in costs are not just operating costs." More >