Streetwise Gold Articles

Juniors Do It Better than Seniors
Source: Kip Keen, Mineweb (3/4/15)
"Research suggests juniors hold their own in discovery."
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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.
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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."
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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.
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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."
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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.
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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.
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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."
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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.
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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."
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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.
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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.
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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.
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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.
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Gold Stocks: This Bear Phase Isn't Over Yet
Source: Bob Kirtley, Gold-Prices.biz (2/10/15)
"The precious metals sector is as volatile as they come and this current phase is particularly treacherous."
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The Companies Bob Moriarty Loves for the Long Term
Source: Karen Roche of The Gold Report (2/9/15)
The rapid and massive response when the Swiss unpegged the franc from the euro will ripple across the hedge fund, brokerage and financial systems. It also will infect other currencies, according to Bob Moriarty of 321gold.com. Gold, he believes, will be the last man standing. In this interview, he tells The Gold Report where he is looking for love among midtier gold and silver stocks and explains why he has no love for overpaid CEOs.
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What the Aden Sisters Are Watching Before Jumping Back into Natural Resources
Source: JT Long of The Gold Report (2/4/15)
Technically, gold should be under $1,140 per ounce, but instead it is rising with the strong dollar. In this interview with The Gold Report, Pamela and Mary Anne Aden, authors of The Aden Forecast, see value in gold and silver and share their four favorite vehicles for gaining exposure to the upside in natural resources that is coming on the heels of a volatile currency upset.
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Stefan Ioannou: Bottom-Fishing Opportunities in Base Metals, Especially Zinc
Source: Brian Sylvester of The Mining Report (2/3/15)
Copper is off to a rough start in 2015 and while other base metals have also shown price weakness, zinc could finish 2015 strong, says Stefan Ioannou, mining analyst with Haywood Securities. He estimates that over the previous two years about 12% of global zinc production ceased and more will end soon, ultimately leading to a run in the zinc price in late 2015 and into 2016. In this interview with The Mining Report, Ioannou discusses his top zinc pick and some high-grade, low-cost copper producers with zinc production profiles.
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Contrarian Economist John Mauldin: How to Position Your Portfolio to Win in the Currency Wars
Source: JT Long of The Gold Report (2/2/15)
Collateral damage from the currency wars in Europe, Japan and Russia could topple political leaders, put banks out of business and homeowners on the street. It can also play havoc with a portfolio. That is why The Gold Report called Mauldin Economics founder John Mauldin to ask how can readers protect themselves and perhaps even prosper.
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Greeks Turn to Gold on Bank Bail-in and Drachma Risks
Source: Mark O'Byrne, Daily Reckoning (1/30/15)
"Concerns about bank holidays and also a return to the drachma have returned and Greeks are looking for ways to prevent further destruction of their wealth."
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Brien Lundin Plays the M&A Game
Source: Brian Sylvester of The Gold Report (1/28/15)
Mining investors love to talk M&A. The speculation. The buzz. Goldcorp started tongues wagging recently when it made a CA$526 million offer for Probe Mines. Brien Lundin, publisher of Gold Newsletter, believes that deal could start the ball rolling on further M&A. He predicts that as gold flows west to east at an unprecedented rate, the gold price will ultimately come under pressure and carry equity prices dramatically higher in either 2015 or 2016. In this interview with The Gold Report, he suggests that prices have never been lower on some of the most likely names in the M&A game.
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Why Companies with Female Board Members Outperform Those Without: Amanda van Dyke
Source: JT Long of The Mining Report (1/27/15)
Women aren't necessarily better than men, but men and women on boards together make better decisions that lead to higher returns, according to a new study on the impact of women on the boards of mining companies. As a matter of good governance, Amanda van Dyke, chair of Women in Mining (UK), analyzed the performance of companies open to new ideas, including moving beyond the old boys' network, and found that they excelled in profitmaking, environmental and social sustainability, and a host of other factors. Imagine, she challenges shareholders in this interview with The Mining Report, how much more you could make on your investments if a critical mass of the talented and best women in the industry made it to the top.
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There's More to the Gold Rally Than European Market Fears
Source: Frank Holmes, U.S. Global Investors (1/27/15)
"Even though gold was down last year, it still ranked as the second-best-performing currency, following the U.S. dollar."
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Heiko Ihle: Back to Precious Metals Equity Investing Basics
Source: Brian Sylvester of The Gold Report (1/26/15)
Investing in mining equities can get rather complicated but Heiko Ihle, managing director at H.C. Wainwright & Co., says precious metals equity investors need to focus on just three criteria: jurisdiction, management and asset viability. In this interview with The Gold Report, he explains his rationale and discusses several of his preferred gold and silver names.
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Gold Turbulent on Greek Aftermath
Source: Lawrence Williams, Mineweb (1/26/15)
"With the aftermath of the election result still to really impact, one suspects that the likely forthcoming very difficult negotiations between the new Syriza government in Greece and the EU/ECB and the IMF over renegotiation of Greek debt will create some significant waves in the gold market ahead."
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