Six Mining Companies that Pass Craton Capital's Shareholder-Centric Filter
Source: JT Long of The Gold Report  (11/5/15)
From his perch in Johannesburg, Swiss-born Craton Capital Fund Advisor Markus Bachmann has been watching the metals price and cost cycles, and he has some good news. The days of mining company managements using shareholders to support their lifestyle may be nearing an end. He is seeing more companies run like a business, throwing off free cash flow even in a depressed price environment and providing opportunities to get in on the ground floor of turnaround stories. In this interview with The Gold Report, Bachmann shares six names from the portfolio that pass his rigorous resource and operational criteria tests. More >

Raymond James Analyst Reni Benjamin: Regenerating Portfolios with Cell Therapies, Antibodies and Small Molecules
Source: George S. Mack of The Life Sciences Report  (11/4/15)
Reni Benjamin of Raymond James has watched biotechnology move into a new era in which cells and genes can be manipulated to produce true disease-modifying results. In this interview with The Life Sciences Report, Benjamin outlines the groundbreaking work being done by a number of companies with the potential to return multiples on investment over the next two to three years. More >

How Cipher Pharmaceuticals Is Developing Products for Dermatological Disorders
Source: Dan Levy for The Life Sciences Report  (11/4/15)
Skin disorders encompass a broad class of medical indications, from psoriasis to melanoma. Many companies focus on developing treatments for specific dermatological indications, but few have been able to build product portfolios with the range of therapeutic and consumer products currently marketed by Cipher Pharmaceuticals. In this interview with The Life Sciences Report, Shawn Patrick O'Brien, president and CEO of Cipher, describes his company's ongoing efforts to address unmet needs in dermatology. More >

Marin Katusa's Transformative Vision of a Post-Fission/Denison Merger Uranium World
Source: JT Long, The Energy Report  (11/3/15)
Investors have spoken, and they said they don't want a merger of Fission Uranium and Denison Mines. In this interview with The Energy Report, Marin Katusa, founder of Katusa Research, shares his insight on why Fission investors rejected the deal and where he is finding value in the uranium and oil sector today. More >

Sierra Metals Sees Organic Growth Leading to a Billion-Dollar Valuation
Source: Kevin Michael Grace of The Gold Report   (11/2/15)
Since 2010, Sierra Metals has managed to continually increase production at its Bolivar and Cusi mines in Mexico and its Yauricocha mine in Peru while increasing reserves. Even better, all three mines are part of huge land packages barely explored. In this interview with The Gold Report, Sierra Metals President and CEO Mark Brennan explains how he has centralized and rationalized company operations, how he is modernizing production and how he intends to grow Sierra internally to become a large-cap producer with a billion-dollar-plus market cap. More >

How to Spot Buyout Clues in Today's Resource Market
Source: JT Long of The Gold Report  (11/2/15)
What if you could tell before a press release comes out that a company is poised to be bought out, possibly at a nice premium? Sounds good, right? By watching historic patterns, that might just be possible. The Gold Report reached out to experts who have been around through enough cycles to know and asked for the clues they watch that an acquisition might be imminent. From location and early investment to derisking levels, you just have to know what to look for to position yourself for a liquidity event. More >

Four Reasons Investment Strategist Joe McAlinden Likes Hard Assets, Especially Gold
Source: Special to The Gold Report  (11/2/15)
In September, former Morgan Stanley Investment Management Chief Global Strategist Joe McAlinden announced in an interview with The Gold Report that he had reversed his view on commodities. In this interview, he predicts that the gold price could double in the next two year and envisions even more upside for the mining equities. More >

Marin Katusa: Follow the Good Guys in Mining
Source: JT Long of The Gold Report  (10/29/15)
The most valuable resource in a mining company is often the people. Good management can attract the right investors and add value regardless of the market. In this interview with The Gold Report, Marin Katusa, founder of Katusa Research, shares his litmus test for which mining companies are worth his hard-won dollars and which ones he is avoiding for the foreseeable future. More >

Eight Ways to Leverage the Small-Cap Biotech Bull Market: Ajay Tandon and Jay Albany of SeeThruEquity
Source: Gail Dutton of The Life Sciences Report  (10/28/15)
SeeThruEquity's Ajay Tandon and Jay Albany are riding the biotech bull by harnessing the huge upside potential of micro-cap companies working in multiple subsectors, particularly in the rapidly advancing cancer immunotherapy sector. In this interview with The Life Sciences Report, Tandon and Albany toss the names of several companies into the arena for investors' consideration. More >

Aethlon Medical's Biofiltration Platform Tackles Everything from Ebola to Cancer: CEO James Joyce
Source: Gail Dutton of The Life Sciences Report  (10/28/15)
Aethlon Medical Inc. has pioneered a novel biofiltration platform that was used effectively against Ebola in 2014. Now this broad-spectrum platform is being tested against cancer and other life-threatening diseases. Aethlon CEO James "Jim" Joyce tells The Life Sciences Report how this device is helping transform modern healthcare. More >

U.S. Global's Frank Holmes and Brian Hicks: The One Essential to Transform Your Resources Portfolio? Patience.
Source: JT Long of The Energy Report  (10/27/15)
For investors willing to take a long-term view on their resource portfolios, this could be the best of times, says U.S. Global Investors CEO and Chief Investment Officer Frank Holmes. If you add patience to your portfolio management strategy, holding discounted oil and gas and metals mining stocks is one way to leverage the price equilibrium that will come when China's growth hits the market. In this interview with The Energy Report, Fund Manager Brian Hicks shares the names of the juniors farther up the food chain that he is adding to the fund. More >

Tocqueville's John Hathaway: Stick to Your Guns—Hold on to Those Mining Shares
Source: JT Long of The Gold Report  (10/26/15)
Do you have wealth insurance? Tocqueville Gold Fund Portfolio Manager John Hathaway has studied the past and he sees a bright future for those who have taken the precaution of protecting themselves from the downside of a general bear market by buying resource mining stocks when they are at historic low prices. In this interview with The Gold Report, Hathaway shares the names the fund is holding as ammunition for a better gold market. More >

OTC Strategy Supports Cobra Venom Pipeline in Asia and North America: Nutra Pharma's Rik Deitsch
Source: Gail Dutton of The Life Sciences Report  (10/21/15)
A strategy of over-the-counter sales helps derisk Nutra Pharma Corp. as it advances a therapeutic pipeline based on cobra toxin. In this interview with The Life Sciences Report, CEO Rik Deitsch elaborates how he plans to grow the company through distribution of Nutra Pharma's pain medications in India, China, Canada and the U.S., and how therapies based on the toxin can address a variety of autoimmune diseases. More >

The Inflammatory Disease Marketplace Meets the Drug Pricing Controversy: FBR & Co.'s Vernon Bernardino
Source: Dan Levy of The Life Sciences Report  (10/21/15)
Chronic inflammation causes long-term pain and tissue scarring, manifesting in a range of diseases from rheumatoid arthritis to liver cirrhosis. With the introduction of gene therapy and immunotherapeutics, novel strategies targeting inflammatory disorders are being developed, creating hope for patients with no other clinical options. In this interview with The Life Sciences Report, FBR & Co.'s Vernon Bernardino provides insight on companies developing such strategies that also present solid investment opportunities. More >

Cleaner Water and Stronger Aluminum Drive Clean TeQ's Future
Source: Kevin Michael Grace of The Gold Report  (10/21/15)
Australia's Clean TeQ Holdings Limited, a long-time industry leader in environmental remediation, has recently partnered with China's largest power generator to treat waste water with its unique continuous-ion technology. This technology also allows Clean TeQ to extract metals from minerals and industrial waste, but as Clean TeQ Chairman Sam Riggall explains in this interview with The Gold Report, the company is also on track to open the world's first standalone scandium mine, and has already inked collaboration agreements with the end users that will use this currently rare metal to make aluminum lighter and stronger. More >

Why Opportunistic Investor Chen Lin Is Hoping for $20/Barrel Oil
Source: JT Long of The Energy Report  (10/20/15)
A quick drop to $20/barrel oil could be the best thing for energy companies with enough cash in the bank to take advantage of the sharp bounce predicted in the wake of such a dramatic fall. In this interview with The Energy Report, newsletter writer Chen Lin names two companies that could not only survive the oil price downturn, but also are perfectly positioned in the global market to start generating barrels of cash for investors. More >

Paul Harris Preaches Investor Patience in Colombia
Source: Brian Sylvester of The Gold Report  (10/19/15)
Paul Harris, editor and publisher of Colombia Gold Letter, knows Colombia well and realizes that the country requires more investor patience than many are willing to give. Harris says that the next 12–24 months will largely determine Colombia's long-term perception as a mining jurisdiction, but is quick to add that some current stories are already panning out. In this interview with The Gold Report, Harris discusses some companies getting the best out of Colombia and others that hope to. More >

U.S. Global Investors' Frank Holmes and Ralph Aldis: Gold Companies That Create Extra Value Will Always Reward Investors
Source: JT Long of The Gold Report  (10/15/15)
Even in the worst resource market in history, companies with good management teams can increase in value. In this interview with The Gold Report, U.S. Global Investors CEO Frank Holmes talks about whether this is the right time to get back into gold, and Portfolio Manager Ralph Aldis reports on the performance of companies in the portfolio and shares some of the names in Australia that have done so well he almost feels guilty about how easy it is to make money off them. More >

JMP Security's Michael King Jr.: Use Stock Volatility to Invest in Innovative Oncology Companies
Source: Gail Dutton of The Life Sciences Report  (10/14/15)
Recent stock market volatility is an opportunity for biotech investors to pick up great stocks before market caps rise substantially. In this interview with The Life Sciences Report, Michael King Jr. of JMP Securities predicts an ongoing bull market for oncology and highlights some good buys in companies with experienced management and innovative science. More >

Delivering the Triple Whammy that Makes Stem Cell Therapies Commercially Viable: Cynata Therapeutics' Ross Macdonald
Source: Gail Dutton of The Life Sciences Report  (10/14/15)
Stem cell therapies have been slowed by high production costs, batch-to-batch variability and limited seed material. Ross Macdonald, CEO of Cynata Therapeutics, tells The Life Sciences Report how his company's innovative manufacturing methods can generate robust, consistent and inexpensive stem cells, and how this technology is likely to accelerate the commercialization of stem cell therapies worldwide. More >

The Secrets of Junior Mining Private Equity Risk Managers
Source: Brian Sylvester of The Gold Report  (10/12/15)
Some $2 trillion is being invested worldwide by private equity funds every year with a chunk of that destined for junior mining companies. Demand is as strong as or stronger than ever as investors see a shopping opportunity. Who is deciding where it goes and based on what criteria? At the annual Fall Mining Showcase event in Toronto, Red Cloud Mining Capital enlisted the help of three private equity panelists to answer those burning questions. Cheryl Brandon, a partner at Waterton Global Resource Management; Dan Wilton, a partner at Pacific Road Capital Management; and David Thomas, managing director of Resource Capital Funds, brought their insight. Anthony Vaccaro, publisher of The Northern Miner, moderated the spirited discussion that shed light on how private equity investments in junior mining work, the widely held fear of private equity among CEOs and a surprising level of interest in junior mining equities by private equity fund investors. What follows is an edited version of that panel discussion. More >

Jim Collins Prescribes Five Micro-Cap Names to Build Portfolio Immunity
Source: JT Long of Streetwise Reports' Special Situations  (10/8/15)
In a volatile macroeconomic world, micro caps can offer some immunity as they move based on company news rather than front page headlines. But you have to pick your companies carefully. In this interview with Streetwise Reports' Special Situations, Jim Collins, founding partner of The Portfolio Guru, shares the names of a handful of companies he found in his travels to the LD Micro Conference and beyond. More >

Advocacy and Technology Move Stem Cell Research Forward: Bernie Siegel of the Genetics Policy Institute
Source: Dan Levy of The Life Sciences Report  (10/7/15)
Regenerative medicine through stem cell technology is a source of hope for many suffering from ailments including Alzheimer's disease, diabetes, spinal cord injury and cancer. While new therapeutic options are continually in development, progress has, until recently, been hampered by political and medical ethics arguments. Because of patient advocacy, new technologies are now advancing, from development of an artificial pancreas to the hope of culturing intact human organs. In this interview with The Life Sciences Report, Bernie Siegel, founder and executive director of the Genetics Policy Institute, describes recent progress and developments in the regenerative medicine universe. More >

Piper Jaffray's Brett Wong: How to Profit from Government Mandates in Biofuels
Source: JT Long of The Energy Report  (10/6/15)
New proposed EPA requirements for the renewable fuel standard program, combined with challenging sugarcane harvests in South America, could increase demand for biodiesel, creating opportunity in a struggling energy sector. In this interview with The Energy Report, Piper Jaffray Analyst Brett Wong names a growing company that could profit from government mandates. More >

Andrew Pullar's Plan: Go Long, Set Goals with World-Class Assets
Source: Brian Sylvester of The Gold Report  (10/5/15)
Andrew Pullar, CEO of The Sentient Group, a private equity fund, says his plan for investment success is all about identifying companies with long-life, low-cost, world-class assets and supporting them through to production. In this interview with The Gold Report, Pullar plots the course for a handful of what he believes are world-class mining assets. More >