Streetwise Articles

Lies and Deception In Ukraine's Energy Sector
Source: Oilprice (1/28/15)
The Ukrainian government has repeatedly claimed it is doing its best to improve the oil and gas investment climate, but official statements are the opposite of the reality, as Prime Minister Arseniy Yatsenyuk is leading the great deception.
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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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The Small-Cap Biotech Watchlist 2015 Unwrapped: Who Are These Guys? And Why Are They Here?
Source: Tracy Salcedo-Chourré of The Life Sciences Report (1/27/15)
At the Biotech Showcase 2015 in San Francisco, five biotech analysts examined the burgeoning small-cap life sciences marketplace and found every reason to believe its good health would continue into 2015 and beyond. The experts also sent investors who attended the panel discussion of The Life Sciences Report's 2015 Small-Cap Biotech Watchlist home with a bundle of robust investment opportunities, including a few new names. Read on to see which companies made the list, and why.
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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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Potential Rebound Ahead for Global Copper: Credit Suisse
Source: Dorothy Kosich, Mineweb (1/26/15)
"Credit Suisse anticipates that copper prices will be capped at around $6,600 per tonne and $3 per pound."
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Convert Catalysts into Profits: Sagient Research's Edward Stopke
Source: Peter Byrne of The Life Sciences Report (1/22/15)
The biotech sector is teeming with companies racing to bring the hot new drug or therapy to the marketplace. But realistically assessing the therapeutic potential of pipeline products is the healthy approach for selecting a winner. In this interview with The Life Sciences Report, Edward Stopke of Sagient Research unveils his list of companies with catalytic moments in the making.
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The Outpatient Surgery Business Rains Cash: Nobilis Health's Harry Fleming
Source: Peter Byrne of The Life Sciences Report (1/22/15)
Nobilis Health Corp. has invented a genuine recipe for success: Provide outpatient surgical services with high profit margins and saturate a local consumer health market with advertising. In this interview with The Life Sciences Report, Nobilis' president Harry Fleming explains exactly how his booming firm's business model works—and why investors should take note of the new kid on the block.
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Michael Fowler Says Forget the Majors, Buy the Midtiers
Source: Kevin Michael Grace of The Gold Report (1/21/15)
According to Michael Fowler, senior mining analyst with Loewen, Ondaatje & McCutcheon, the major gold producers have gorged on debt and sold off their seed corn. In other words, they pursued exactly the wrong strategy in the past and are now paying the piper. The intermediates, on the other hand, have better balance sheets, positive cash flow and prospects for growth. In this interview with The Gold Report, Fowler highlights five producers prospering against the odds, and three companies with near-term projects likely to be taken out.
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Want to Avoid Oil's Gloom? Turn to the Sun, Says Outsider Nick Hodge
Source: Kevin Michael Grace of The Energy Report (1/21/15)
While some celebrated shale oil as a "boom," Nick Hodge derided it as a "Ponzi scheme." Today the shale sector quivers before the specter of falling oil prices, and the oil majors that have invested heavily in shale may be humbled. In this interview with The Energy Report, the founder of the Outsider Club and investment director of Early Advantage argues that nuclear energy is about to reassert itself, and that solar power is on the verge of becoming a major energy source. He also highlights one uranium and four solar companies with especially bright futures.
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Rip-Off of the Century?
Source: Stephen Petranek, Daily Reckoning (1/21/15)
"Nothing quite this uncompetitive has ever happened before with drugs, but you can be sure that insurance companies weren't about to watch their massive profits of the last decade erode for very long."
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Which Commodity Horses Will Be Up and Which Down on Joe Reagor's Merry-Go-Round?
Source: Kevin Michael Grace of The Mining Report (1/20/15)
Metals are like horses in a merry-go-round, believes Joe Reagor of ROTH Capital—as some rise, others fall. In this interview with The Mining Report, Reagor explains how looming surpluses, shortages and reduced confidence in central banks will be negative for copper but positive for silver, gold, uranium and, especially, zinc. And he suggests a handful of companies in these sectors that look to be best in show.
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Eric Coffin: Is Market Sentiment Shifting to Gold?
Source: Kevin Michael Grace of The Gold Report (1/19/15)
Equities past their peak? Bond market dead? So where do investors go looking for returns? Eric Coffin suggests gold, both bullion and stocks. In this interview with The Gold Report, the publisher of Hard Rock Analyst explains how changes in the currency and energy markets have reignited interest in the sector, and suggests five gold explorers, plus one each in copper and uranium, poised to profit from the new economic realities.
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Top 10 Gold Miners Leap on Gold's U-Turn
Source: Kip Keen, Mineweb (1/16/15)
"As gold gained about 8.5% in the past 25 days, gold miners have soared. "
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Geology and Logistics Make the Bayovar 12 Phosphate Project Tough to Beat
Source: Brian Sylvester of The Mining Report (1/15/15)
The planet's population is growing by 60 million each year. More crops on less land will mean farmers will have to use more fertilizer, and that's an investment thesis worthy of a closer look. Savvy investors will want to take a look at phosphate, a key element in fertilizer, and the companies that mine it. Focus Ventures Ltd. is earning a 70% stake in a phosphate project in Peru that should be a low-cost producer for decades to come. In this interview with The Mining Report, Focus President and Director David Cass and Vice President of Corporate Development Ralph Rushton discuss some the finer points of the phosphate market and their flagship Bayovar 12 project.
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Oppenheimer Analyst Rohit Vanjani's 2015 Pipeline: Pot, Pain, and Babies
Source: Peter Byrne of The Life Sciences Report (1/15/15)
Building on another blockbuster year in specialty pharmacy and generics, Rohit Vanjani, a senior analyst at Oppenheimer & Co., has reason to be excited for 2015. Vanjani specializes in nurturing firms developing novel ways to treat some of humanity's most persistent medical problems, and in this interview with The Life Sciences Report, he describes some of the most promising therapies, and companies, in the life sciences sector.
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Jason Wangler Throws a Lifeline to Oil and Gas Investors
Source: Tom Armistead of The Energy Report (1/15/15)
The crash in oil prices and the continued depression in gas prices have exploration and production companies and their services providers hunkered down, cutting capital expenditures and trying to bring spending into line with income, says Wunderlich Securities Analyst Jason Wangler. The likely survivors have similar traits, and in this interview with The Energy Report, Wangler shares their secrets, and names companies he expects will have an especially bright future.
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Ron Stewart Presents Juicy Gold Takeover Targets
Source: Kevin Michael Grace of The Gold Report (1/14/15)
The gold sector has always had a boom-and-bust mentality. Ron Stewart of Macquarie Equity Research says the flip side to the bear market is that the next bull market will produce phenomenal gains, and the companies leading the pack will be those that can still flourish with low gold prices. In this interview with
The Gold Report, Stewart identifies low-cost, high-grade miners, several of which are likely to excite interest from cashed-up suitors.
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The JP Morgan Mood: Damn the Biotech Valuations and Full Speed Ahead in 2015
Source: John Carroll, FierceBiotech (1/14/15)
"The mood of the industry this year was exceptional. Even some of the most grizzled veterans who have been making the annual trek to San Francisco for years noted they've never seen anything like this before."
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Strong Dollar, Weak Oil a Lifeline for Struggling Gold Miners
Source: Lawrence Williams, Mineweb (1/14/15)
"The cost of power represents a very large proportion of overall operating costs, particularly for those having to rely on diesel generators, due to their locations."
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Charting Uranium's Gain, Brent Cook Looks for Sweet Spots in the Athabasca Basin
Source: JT Long of The Mining Report (1/13/15)
As nuclear plant restarts take effect in Japan, both market sentiment and fundamentals are seeing positive boosts. Here to discuss the sea change is expert geologist and astute investor Brent Cook, author of Exploration Insights. In this interview with The Mining Report, Cook explains the forces behind uranium's recent price uptick, and describes what kinds of uranium mining projects are worth an investment in this market.
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Real Gold Explorers Take No Prisoners Says Thibaut Lepouttre
Source: Peter Byrne of The Gold Report (1/12/15)
Gold-tracker Thibaut Lepouttre treks the world hunting for solid gold mines and companies with the guts to dig for riches. The editor of Caesars Report and Sprout Money tells The Gold Report why the price of gold is moving sideways for the moment. Don't be fooled by cowardly gold bears, says Lepouttre; invest in muddy, muscled, bull-headed explorers with noses tuned to sniffing out the purest form of value.
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Radisson Mining Believes Small Is Beautiful, For Now
Source: Brian Sylvester of The Gold Report (1/12/15)
It is good to know what you are and what you are not. Radisson Mining Resources Inc. knows what it is—a small gold exploration company with aims of becoming a small gold producer inside 28 months. Radisson Mining President and CEO Mario Bouchard believes his company has a realistic plan in place to reach its goal and it's just a matter of focus and execution. Bouchard explains his plan and his company's identity in this interview with The Gold Report.
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Despite Lifting Rare Earths Export Quotas, China Could Still Manipulate Market
Source: Henry Lazenby, Mining Weekly (1/9/15)
"The rare earths industry was in a state of consolidation after a Chinese export clampdown prompted a rapid spike in prices in 2010/11."
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