Streetwise Articles
IMS Study Forecasts Rebound in Global Spending on Medicines
Source: PharmPro (7/12/12)
"Following several years of slowing growth, the global market for medicines is poised to rebound from an expected low point of 3–4% growth in 2012 to 5–7% in 2016."
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Short Supply, High Demand for Platinum Group Metals: George Topping and Michael Scoon
Source: Brian Sylvester of The Gold Report (7/11/12)
Labor problems and low prices have platinum mines closing up shop in South Africa, and the potential for acquisitions is ripening. Senior Mining Analyst and Managing Director at Stifel Nicolaus in Toronto, George Topping believes that companies with shallow deposits and near-term production will be prime targets. In this exclusive interview with The Gold Report, Topping and Associate Analyst Michael Scoon discuss how supply shortages are shaping the landscape for platinum group metals and some bulk commodities.
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China Blocks WTO Rare Earths Dispute Settlement Panel
Source: Dorothy Kosich, Mineweb (7/11/12)
"China says it is not in a position to accept establishment of a WTO dispute settlement panel regarding its restrictions related to rare earths, tungsten and molybdenum exports."
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US Gold Production Declines During April
Source: Kitco, Allen Sykora (7/11/12)
"U.S. mines produced 17,400kg of gold in April, a 7% decrease compared with revised March production of 18,800kg, the U.S. Geological Survey reported."
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The Race for Energy Resources Just Got Hotter
Source: Marin Katusa, Casey Research (7/11/12)
"With easy energy resources nearly tapped out, several companies (and countries) are scrambling to try to secure future supplies now, leading to some very interesting deals."
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Grade Is King: Andrew Richmond
Source: Brian Sylvester of The Gold Report (7/11/12)
It's time for investors to brush up on their knowledge of NI-43-101-compliant resources and deposit grades with one of the world's foremost experts. Andrew Richmond, a principal at geological consulting firm Martlet Consultants in Brisbane, Australia, discusses the importance of grade, selectivity and size in establishing the economic value of deposits in this exclusive interview with The Gold Report.
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Gold Subject to High Emotions in Quiet Market
Source: Ben Traynor, BullionVault (7/11/12)
"Having seen sharp falls during Tuesday's U.S. trading, gold prices regained some lost ground Wednesday morning, climbing as high as $1,583/oz, while stocks and commodities were broadly flat and U.S. Treasuries dipped."
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Gold Protocol to Sideline Informal Miners
Source: Miningmx, Dewald van Rensburg (7/11/12)
"The world's major gold producers seek to draw an iron curtain between their mines and Africa's enormous, varied, informal gold industry."
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One Year After Fukishima, It's Time to Buy Uranium Players
Source: G.S. Early, Money Morning (7/11/12)
"The growth story for nuclear power, much like the growth story for oil and natural gas demand, is centered in the emerging markets."
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Kenya's Deepwater Debut Heralds East Africa's First Oil
Source: Bloomberg, Eduard Gismatullin (7/11/12)
"'East African exploration is at a very early stage, and yet success so far has been very significant. The industry is following behind and trying to establish positions.'"
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Report Sees Cost for EV Batteries Dropping 70% by 2025
Source: Reuters (7/11/12)
"Manufacturing these batteries on a larger scale represents one-third of the potential price reduction by 2025, McKinsey said."
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Un-Scary Reasons to Add Gold
Source: Adrian Ash, BullionVault (7/11/12)
"The World Gold Council's analysis points to gold's value in a diversified portfolio."
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Is Gold Stuck in Bizarro Land?
Source: Eric McWhinnie, Wall St. Cheat Sheet (7/11/12)
"Gold and silver are simply waiting for stronger easing actions to warrant higher prices. As growth rates, unemployment levels and equity prices continue to struggle, it appears that it is only a matter of time before the Fed or ECB take more definitive actions to secure the lead in the race to debase fiat currencies."
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Rhodium Glut Diminishing on Record Global Car Sales
Source: Reuters, Nicholas Larkin (7/11/12)
"Rhodium, the past year's worst- performing metal, is poised to rebound as record car sales curb a supply glut at a time when producers are idling unprofitable mines and postponing spending on new projects."
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This Gold Price Cycle Shows We're Headed for a Rise
Source: Diane Alter, Money Morning (7/10/12)
"Gold prices may be choppy until the Eurozone's picture comes more into focus, but gold's past is a good indicator that investors will revisit an asset that can hold its value and can be counted on for liquidity."
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REE Stocks Are Down but Not Out: Siddharth Rajeev
Source: The Critical Metals Report Editors (7/10/12)
Equity investing is squarely in a risk-off phase and few sectors have been hit harder than junior mining. Rare earth elements equities are no exception, but most of the materials themselves have not dropped nearly as much. The Critical Metals Report sat down with Siddharth Rajeev, vice president and head of research at Fundamental Research Corp., for a good hard look at small caps in this space. Where have these equities been, and where are their valuations heading? Read on for more.
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How to Play Utica Opportunities of a Lifetime: Neal Dingmann
Source: Brian Sylvester of The Energy Report (7/10/12)
The Utica is one of the best plays in the U.S., not just because it's new, but because its potential is not fully known, according to Neal Dingmann, managing director of investment bank SunTrust Robinson Humphrey. While lagging well results have kept the Utica a hidden gem, several companies are poised to reveal impressive results. Dingmann discusses undervalued companies capitalizing on the play in this exclusive interview with The Energy Report.
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Iran Just Can't Stop Pumping Oil
Source: CNNMoney, Steve Hargreaves (7/10/12)
"Despite sanctions that have crippled Iran's oil exports, the country continues to pump at nearly pre-sanction levels. The oil rich nation is struggling to sell its oil and has begun funneling the excess crude to storage locations on land and sea."
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Junior Feeding Frenzy on the Horizon
Source: Geoff Candy, Mineweb (7/10/12)
"According to Benjamin Cox, a lot of junior miners will be taken out this fall as majors look to replenish ounces at some of the cheapest levels seen in a very long time."
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Gold Miners are Cheap, Cheap, Cheap!
Source: Chris Mayer, The Daily Reckoning (7/10/12)
"I am bullish on gold miners. . .but with one very large qualification: They must produce positive cash flow."
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US Patients Get Cancer Drugs Faster and Pay More
Source: Ed Silverman, Pharmalot (7/10/12)
"Between 2000 and 2011, new oncology drug approvals in the U.S. outpaced European approvals by 33%. At the same time, prices for cancer medications in Europe, on average, were 9% lower than in the U.S., according to a new report from the Tufts Center for the Study of Drug Development."
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What Patent Cliff? Pharma ETFs Continue to Surge
Source: Eric Dutram, Zacks Investment Research (7/10/12)
"Many analysts discounted pharma's ability to plan for the 'patent cliff.' The industry has been hard at work building up cash reserves in order to boost nearly empty pipelines."
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Large-Cap or Small-Cap Potash Stocks for the Long Haul?
Source: SmallCap Network, John Odovich (7/10/12)
"With a drought spreading across a good portion of the country, it's a good time to take a closer look at large- and small-cap potash stocks."
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Gold Climbs Back After Weak Jobs Report
Source: The Street, Joe Deaux (7/9/12)
"Gold prices were trading slightly higher Monday as investors continued to let the dust settle from Friday's labor report. 'Prices have firmed a little bit and sentiment seems to be improving,' said Jeffrey Nichols, managing director of American Precious Metals Advisors and senior economic adviser to Rosland Capital."
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James West's Secrets for Finding Tenbaggers
Source: Brian Sylvester of The Gold Report (7/9/12)
Despite some rotten apples in the past, good, ethical promoters are "essential to the life cycle of public companies," according to James West, author and publisher of the Midas Letter. The best of them tell a credible story about the company's structure, finances and deposit. When promoters do their jobs and investors do their homework, everyone stands to benefit from the legendary "tenbaggers," such as those that West shares in this exclusive Gold Report interview.
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