Why Gwen Preston Is Buckling Her Seat Belt for What Could Be an Interesting Summer
Source: Brian Sylvester of The Gold Report  (6/11/15)
The summer months are the time to establish positions in the "best of the best" at valuations the mining sector has not witnessed in 20 years, says Gwen Preston, editor and publisher of Resource Maven, a subscriber-based junior mining newsletter. She doesn't know if the mining stock rally will start this summer but that really doesn't matter—what matters is that we are at the bottom. In this interview with The Gold Report, Preston says if the TSX Venture Exchange starts to see gains over the summer months, buckle your seat belts because that's a sure sign that the long-anticipated stock rally has begun. More >

Hard-Core Investors Found Real Resource Projects in a Vancouver Conference Center
Source: JT Long, The Gold Report  (6/8/15)
When the market bears are growling, contemplating a trip to a showcase of the companies currently in the grip of that punishment can seem daunting, but resource experts say now is exactly the time hard-core investors need to be out talking to management, hearing their stories and figuring out which companies will be on top when the good times come. The Gold Report spoke to some of the experts at the recent Metals Forum and Cambridge House Vancouver Resource Investment conferences, who shared some of the nuggets they gleaned from the podium and exhibit hall. More >

Sprott Fund Managers: Sticky Contrarian Investors Wanted
Source: JT Long of The Gold Report  (6/4/15)
When Paul Wong and Maria Smirnova took over management of the Sprott Gold and Precious Minerals Fund in January, the first thing they did was focus on liquidity. In this interview with The Gold Report, the two share their secrets for maintaining the discipline required to execute on a contrarian investing philosophy while taking advantage of the trading opportunities that open up in the final stages of a bear market. More >

Junior Producers Riding Exploration Success to Reratings: Raj Ray
Source: Brian Sylvester of The Gold Report  (5/28/15)
In this interview with The Gold Report we learn that it's not enough for junior gold producers to have strong management teams running thrifty, efficient operations. These companies must be able to extend their mine life, either through exploration or distressed M&A, to reach the coveted market rerating, says National Bank Financial Mining Analyst Raj Ray. He covers a growing list of companies that, with help from depreciating currencies, are up about 75% year-over-year and could see further gains with success via the drill bit. Ray shares those names and others with outsized leverage to a big move in the gold price. More >

'Lean and Mean' Is the Secret to Junior Mining Equity Success: Thibaut Lepouttre
Source: Brian Sylvester of The Gold Report  (5/21/15)
Thibaut Lepouttre, editor of Belgium-based Caesars Report, says the gold price is range bound and if you want to be in gold equities you have to find "lean and mean" precious metals producers that are generating cash flow or have a clear path to cash flow at $1,200 per ounce gold. Lepouttre tells investors to look for projects with economic studies demonstrating high internal rates of return, as those projects are more likely to attract financing and command a market premium. In this interview with The Gold Report, Lepouttre talks at length about some of his favorites inside and outside the gold space. More >

Why Ricardo Carrión and Alberto Arispe Are Optimistic About Mining in Peru
Source: Kevin Michael Grace of The Gold Report  (5/18/15)
Despite headlines about deadly protests and the collapse of funding for juniors, Ricardo Carrión and Alberto Arispe of Kallpa Securities in Lima remain steadfastly optimistic about the future of mining in Peru. In this interview with The Gold Report, Arispe and Carrión highlight the mining-friendly government, the new production from many sources and point to several juicy projects that lack only the means to further unlock Peru's mineral riches. More >

Eric Coffin Pinpoints the Mining Companies with Resources that Are Right for Today's Market
Source: Brian Sylvester of The Gold Report  (5/14/15)
Eric Coffin, long-time editor of the Hard Rock Analyst group of publications, has seen the all-time highs in the junior mining space, and the current three-year bear market has taught him to adjust his expectations. He says the companies that he follows that have performed recently all had a specific event—a bigger resource number, a new economic study or even a discovery—that prompted the market to rerate the stock. Coffin says that, as always, it is about solid management and good projects, but it's no longer about who has the biggest copper or gold resource, it's about which company has a resource that makes sense. In this interview with The Gold Report, he suggests some companies with resources that not only make sense but could make even more sense to larger companies.
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Auryn's Management Finds Success in the Prudent, Measured Approach
Source: Brian Sylvester of The Gold Report  (5/11/15)
After Agnico Eagle Mines gobbled up Cayden Resources in a mostly share-based deal worth CA$205 million, Shawn Wallace and Ivan Bebek are back with another gold exploration story: Auryn Resources. The successful tandem—with Wallace as CEO and Bebek as chairman—have a following among junior gold investors and hope to grow the Committee Bay gold project in Nunavut into a district-scale project worthy of a suitor's interest. If that's not enough, the company has plans to acquire a low-cost, high-quality gold asset to add to its project portfolio. In this interview with The Gold Report, Wallace shares his perspective on the junior market and his lofty goals for Auryn. More >

Five Mining Companies Joe Reagor Believes Are Ahead of the Curve
Source: Kevin Michael Grace of The Gold Report  (5/11/15)
ROTH Capital's Joe Reagor believes that the price of gold will rise as confidence falls in the value of the U.S. dollar. In the meantime, several companies with great assets are struggling to raise financing and are thus considerably undervalued and possible takeover targets. In this interview with The Gold Report, he highlights three juniors and two mid-cap producers that are flying under the radar of investors. More >

Chris Mancini's High-Quality Gold Miners that Have Positioned Themselves Well in the Downturn
Source: Kevin Michael Grace of The Gold Report  (5/6/15)
Chris Mancini, an analyst with the Gabelli Gold Fund, is confident that gold's day will come, perhaps as soon as 2016. He argues that the decline of confidence in paper currencies is inevitable and that the Federal Reserve is fast running out of ways to prop up the U.S. dollar. In this interview with The Gold Report, Mancini advises investors to go for the best of the best: gold miners with cash flow, great balance sheets, low costs and good management. And he also highlights several companies that are unloved now but will become so when the gold price rises. More >

Survival Guide for the Mother of All Bear Markets from Veteran Bottomfisher John Kaiser
Source: JT Long of The Mining Report  (5/5/15)
When North Americans wake up to the dangers of relying on China and Russia for essential metals like zinc, rare earths, antimony, niobium and scandium, the juniors now suffering with anemic stock prices could turn into cash producing machines worth writing home to mom about. In this frank assessment of everything from gold and diamonds to potash and zinc, Kaiser Research Online author John Kaiser names for The Mining Report readers the companies that could be swept up in a rush to security of supply. More >

These Three Developments Say New Mine Supply Is Peaking
Source: Jeff Clark, Casey Research  (5/4/15)
"At its current pace, new gold supply will be unable to keep up with demand." More >

Duncan Hughes: The Weak Aussie Dollar Means Strong Aussie Miners
Source: Kevin Michael Grace of The Gold Report  (4/29/15)
A weak national currency is bad news for importers and consumers but good news for exporters, such as miners. According to Australian analyst Duncan Hughes of GMP Securities, the 24% drop in the value of the Aussie dollar versus the U.S. dollar means that local gold producers can produce big margins even at US$1,200/ounce gold. In this interview with The Gold Report, Hughes names two Aussie gold miners with great cash flow, as well as several with projects in Africa, and he highlights nickel and copper companies that can expect to flourish when prices rise, as he expects they will. More >

Picking Undervalued Gold Equities Is Akin to Picking Strawberries: Randall Abramson
Source: Brian Sylvester of The Gold Report  (4/27/15)
Randall Abramson, CEO/portfolio manager with Toronto-based Trapeze Asset Management, says that picking stocks can be like picking strawberries. If a strawberry looks terrific, other than a tiny blemish, you simply remove the blemish and enjoy the rest. But if the fruit turns out to be rotten, the entire strawberry is for the birds. Is the stock price below fair market value because there's a little blemish and the market is overreacting? Or is it a sign that the stock is rotten to the core? In this interview with The Gold Report, Abramson offers a fistful of small- and large-cap gold equity names for investors that can look past the blemishes to see quality fruit. More >

What Björn Paffrath Is Advising to Institutional and High Net-Worth Investors
Source: Brian Sylvester of The Gold Report  (4/22/15)
Björn Paffrath, fund advisor, mine financier and chief-editor of Cashkurs Gold newsletter, says there are headwinds ahead for the gold sector but refuses to shy away. In general, he says investors want well-managed, low-cost producers with moderate headline risk that can run for one or two more years at lower gold prices. In this interview with The Gold Report, Paffrath lists equity names on three continents that are building toward better times, perhaps as soon as 2016. More >

Gold Mining Stocks Get a Boost from M&A Activity
Source: Peter Krauth, Money Morning  (4/21/15)
"Investors in gold mining stocks have a great catalyst for profits right now: increased deal-making among gold mining companies." More >

Why Kal Kotecha Is Still Sticking with His New Year's Resolution
Source: The Gold Report Staff  (4/20/15)
Kal Kotecha, founder and editor of Junior Gold Report, says now is the time to be buying resource stocks, especially gold equities. He says the TSX Venture Exchange is the most decimated market in the world and the index will rebound to well beyond 1,000 in the next 12 to 24 months. In this interview with The Gold Report, he lists several gold and oil equities, some with near-term production narratives, others with longer-term potential.
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M Partners' Derek Macpherson Found Three Resource Companies that Have Done the Impossible—Increased in Value 30% This Year
Source: Brian Sylvester of The Gold Report  (4/15/15)
If you don't like what people are saying about you, change the conversation. Derek Macpherson, an analyst with Toronto-based M Partners, covers three companies that are up over 30% year-to-date—and he believes those companies are performing because they got the market's attention by changing the conversation. In this interview with The Gold Report, Macpherson says companies that can change their narrative on the fly—and deliver—will inevitably perform. Macpherson covers some performers and others that he expects will perform in H2/15 and beyond. More >

Christos Doulis Separates the Precious Metals Saints from the Sinners
Source: Brian Sylvester of The Gold Report  (4/13/15)
Christos Doulis, mining analyst with PI Financial, hopes for the best but plans for reality. The bear market in precious metals is well into its fourth year and could persist into 2016. In this interview with The Gold Report, Doulis says he remains hopeful that this is the year things take a positive turn, but in case we see more of the same, he recommends a few low-cost producers with saintly management teams that keep delivering on promises. More >

Buy Precious Metal Equities Before the Bear Goes into Hibernation: Eric Muschinski
Source: Brian Sylvester of The Gold Report  (4/8/15)
Eric Muschinski, editor of the Chicago-based Gold Investment Letter, says that investing in a bear market is not about picking the absolute bottom—it's about accumulating your favorite companies regularly and averaging in at massive discounts. In this interview with The Gold Report, Muschinski lists some highly undervalued equities and tells investors to get more aggressive, especially this summer, when he believes the bear could go into hibernation. More >

Disruptive Stock Watcher Chris Berry Cautions Investors About the Real Potential of Deflation
Source: JT Long of The Mining Report  (4/7/15)
Where can investors turn when global quantitative easing and the Energizer Bunny of dollars is crushing commodity prices to within an inch of the junior miners' lives? In this interview with The Mining Report, Disruptive Discoveries Journal writer Chris Berry suggests dedicating yourself to understanding the technologies and paradigm shifts that can lower costs, and participating in the growing electric car and energy storage battery markets. He names some of the innovative companies that are finding new ways to separate the most valuable resources and enter the supply chain before it is too late. More >

Four Exploration and Development Companies Rick Mills Believes Will Thrive in Tough Times
Source: Kevin Michael Grace of The Gold Report  (4/6/15)
The four-year-long bear market in metals stocks has resulted in an historic opportunity for investors, says Rick Mills, the owner and host of Ahead of the Herd. In this interview with The Gold Report, he explains that gold and other metals must rise as supply falls, so that when the market finally turns, those companies that have continued to increase shareholder value will reward shareholders many-fold. And he highlights four companies poised to do just that. More >

David Smith: Love and Fear Trade Buying Will Drive Metals, and These Miners Higher. . .This Year!
Source: Brian Sylvester of The Gold Report  (4/1/15)
Despite their recent underperformance, David H. Smith, Senior Analyst with The Morgan Report, remains bullish on precious metals, especially silver and palladium, as the "love trade" heats up and the global economy adds more debt to the system. Smith believes that the secular bull run in precious metals will be reignited later this year and that investors should take advantage of the regular volatility native to silver prices. In this interview with The Gold Report, Smith provides some of the silver and platinum group metals equity names he owns and that could offer significant upside, even from current prices. More >

Why BMO's Tony Robson and Jessica Fung Say Buy, Hold Large Caps Until Commodity Cycle Rebounds
Source: Brian Sylvester of The Mining Report  (3/31/15)
The fundamental difference between mining companies and investors is that they have very different realities in which they make investment decisions, says BMO Capital Markets Commodities Analyst Jessica Fung. She joined BMO Managing Director and Co-Head of Global Mining Research Tony Robson in a candid discussion with The Mining Report about the near- and medium-term prognosis for mining markets, as well as the outlook for copper, nickel and iron. While both Fung and Robson recommend waiting for the inevitable upturn in the commodities cycle, Robson says that in the meantime investors would do well to park their cash with some of the large, dividend-paying diversified miners until commodity prices recover, and he discusses three large caps and a couple of smaller names. More >

Chen Lin's Secret to Finding the Next Goldcorp
Source: JT Long of The Gold Report  (3/30/15)
Chen Lin, author of the popular stock newsletter What Is Chen Buying? What Is Chen Selling?, knows the smart time to look for the next big gold company is when everyone else has left the sector. With China making moves to invest trillions in commodity-hungry infrastructure, Lin is traveling the world looking for the companies with the right projects in the right places making all the right moves. In this interview with The Gold Report, he shares some of the insights from his recent travels and discusses three companies with potential to be the next Goldcorp. More >