Streetwise Articles

Little Guy Beats Up Big Guys in Biofuel Race, Shares Skyrocket
Source: 24/7 Wall St. (6/20/12)
"The fuel in question is isobutanol, which could be a substitute for corn ethanol. Gevo's fermentation process can produce isobutanol at a cheaper price than other makers."
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Chile Pitches Lithium to Investors in New York
Source: Fox News Latino (6/20/12)
"Deputy Mining Secretary Pablo Wagner is trying to drum up investor interest in contract bidding to produce lithium in Chile, which has 25% of the world's reserves of the mineral."
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Here's What Happened to My Call for $150 Oil
Source: Kent Moors, Oil & Energy Investor (6/20/12)
"It's time for a good, hard look at why the oil situation has not unfolded the way I anticipated, and for an assessment the market's new dynamics, including where we stand now and where I believe we're headed next."
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Natural Gas Fracking Begets a Clean-Up Industry
Source: CNBC, Mitsuru Obe (6/20/12)
"The U.S. natural gas boom has kicked off a gold rush among clean tech firms trying to cash in on minimizing the industry's environmental footprint."
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Gold Still at Risk of a Large Downward Move Before The Rally
Source: David Banister, Market Trend Forecast (6/20/12)
"The likely cyclical lows for this gold correction will be in the October window and investors should make sure they are positioned long by that time."
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The Only Five Rare Earth Elements that Matter: Jack Lifton
Source: Alec Gimurtu of The Critical Metals Report (6/19/12)
There is no single rare earth element market. Instead, the rare earth universe is made up of four or five distinct "critical rare earth" markets that should be the focus for investors today. Even with new mine supply and refining capacity coming on-line over the next four years, these elements will remain in short supply, with hefty price tags attached. In this exclusive interview with The Critical Metals Report, Institute for the Analysis of Global Security Senior Fellow Jack Lifton explains how investors can play a crucial role in building a supply chain outside of China.
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Get More for Your Money with Fiber-Optic Fracking: James McIlree
Source: Peter Byrne of The Energy Report (6/19/12)
Fracking technology is giving a new face to the oil and gas industry, says James McIlree, managing director of Dominick & Dominick. In this exclusive interview with The Energy Report, McIlree zeroes in on a small holding company, Acorn Energy Inc., whose line of fiber-optic sensors makes oil exploration faster, safer and more economic.
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USGS Updates Oil, Gas Reserve Estimate
Source: UPI (6/19/12)
"The U.S. Geological Survey estimated there are at least 665 Bbbl of undiscovered oil in reserves outside United States."
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Shorts on Gold ETFs Are Nearing a Big Squeeze
Source: Jonathan Yates, Money Morning (6/19/12)
"There has been an increasing number of investors taking short positions on gold exchange-traded funds, but they better watch out for what's ahead this summer."
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What Do You Expect from the Fed: QE3, Twist or Nothing?
Source: Neena Mishra, Zacks Investment Research (6/19/12)
"While the Chairman Bernanke has been non-committal about any action, some other FOMC members seem to be much more willing to act now."
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BIO 2012: Implications of the 'Patent Cliff'
Source: Nuala Moran, BioWorld Today (6/19/12)
"No doubt the patent cliff is reshaping the industry, but the good news is that the market for prescription drugs will grow by 3.1% per year between 2011 and 2018 to reach $885B, according to figures compiled from the forecasts of the leading industry analysts."
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Platinum Can Learn from Potash
Source: Mining Weekly, Martin Creamer (6/19/12)
"Stability can be brought to South Africa's beleaguered platinum-mining industry by creating a platinum exchange similar to Canada's successful producer-led potash marketing arm, says Pan-African Capital Chief Executive Dr. Iraj Abedian."
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Gold Overtakes Drugs as Source of Colombia Rebel Funds
Source: BBC News, Jeremy McDermott (6/19/12)
"Mechanical diggers operate along the riverbeds and banks in Putumayo, protected by heavily armed rebels who allow no access to the sites and impose huge 'taxes' on production."
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Japan, Vietnam Launch Rare Earths Technology Facility
Source: IB Times, Esther Tanquintic-Misa (6/19/12)
"Both Asian countries agreed to extract and separate rare earths from mined ore in Vietnam before sending it to Japan. Vietnam holds one of the world's biggest reserves of rare earths."
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How Undervalued?
Source: Neil Charnock, GoldOz (6/19/12)
"The coming gold stock mania is gathering essential potential ahead of the most exciting capital growth opportunity we may witness in our lifetimes."
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Costly Track-and-Trace Provision Dropped from Pending FDA Bill
Source: Associated Press, Matthew Perrone (6/19/12)
"Pharmaceutical companies have gotten more aggressive in pushing for a national framework to avoid the costs of complying with individual state tracking laws. Industry groups said they would continue working toward a federal track-and-trace system."
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Tanzania's Natural Gas Reserves Almost Triple on New Finds
Source: Bloomberg, David Malingha Doya (6/19/12)
"Oil majors have discovered more gas off Tanzania, about 28 miles north of the maritime border with Mozambique, where explorers have made the largest gas discoveries of the decade."
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Japan and US Give Green Light to Nuclear Power
Source: Jeb Handwerger, Gold Stock Trades (6/19/12)
"Could this be a signal that the big boys are just beginning to acquire high-quality junior miners located in mining-friendly jurisdictions?"
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Japan and US Give Green Light to Nuclear Power
Source: Jeb Handwerger, Gold Stock Trades (6/19/12)
"Could this be a signal that the big boys are just beginning to acquire high-quality junior miners located in mining-friendly jurisdictions?"
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Bohr, Baby, Bohr! German Policies Support Enhanced Geothermal Drilling
Source: GreenTechMedia, Karlynn Cory, Wilson Rickerson, Benjamin Miethling (6/19/12)
"Germany may have found the secret sauce that encourages new geothermal projects—policies that directly support drilling and financing the power plant by lowering investor risks."
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You Should Give These 4 Antibiotic Picks a Shot
Source: George S. Mack, The Life Sciences Report (6/19/12)
Needham and Company Senior Biotechnology Analyst Alan Carr is known on Wall Street for his meticulous research in the realm of molecular medicine. Before joining the firm, Carr, who did his doctorate work in molecular biophysics and biochemistry, worked in the technology transfer group at Yale University. He successfully out-licensed a number of proposed drug candidates and technology platforms there. That kind of work requires a thorough knowledge of drug discovery, development, deal-making and valuation, which is what Carr brings to the table as a sellside analyst. Indeed, after settling in at Needham, he began publishing a series of Hitting the Target industry reports in 2007, one of the first being 5-HT Receptors, where he performed diligence on companies that were attempting to exploit the 5-hydroxytryptamine (serotonin) pathway. Later he would publish his classic Antibiotics and the Ribosome installment, followed by an Antibody Drug Conjugates edition, as well his 72-page Acute Myeloid Leukemia report. There were others, and I loved them all. So, when I got on the phone to interview Alan for The Life Sciences Report story, Reap Biotech Profits from Overlooked Spaces, I was particularly anxious to hear some of his newer thoughts and ideas.
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Prepare for the Pivot Point in the Gold Exploration Cycle: Quinton Hennigh
Source: Streetwise Reports Editors (6/18/12)
Historically, major gold exploration has occurred when the Dow was down and out. In this exclusive interview with The Gold Report, geologist and Exploration Insights writer Quinton Hennigh talks about the coming gold rush and what that could mean for existing companies.
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Dramatic Copper Demand Growth Expected from China, India, Brazil
Source: Shivom Seth, Mineweb (6/18/12)
"For the first five months of 2012, China's YOY copper imports increased by 52% as demand for the red metal continued to soar, suggesting firm demand from the world's major commodity buyer."
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Euro Weakness Weighs on Gold and Silver
Source: Ben Traynor, BullionVault (6/18/12)
"Euro weakness weighs on precious metals as markets come to the realization that despite the Greek election resulting in a 'positive' outcome, the underlying problems facing the Eurozone are still very much present."
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Fed Expected to Twist Again
Source: MarketWatch, Greg Robb (6/18/12)
"The Federal Reserve is likely to extend its Operation Twist program at the end of its two-day meeting on Wednesday, a growing number of Fed watchers said over the weekend."
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