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The Mining Report
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World economies depend on metals—base, strategic, critical, platinum group and otherwise—to operate and grow. Each week we interview the leading experts, analysts and newsletter writers in this space for updates on how to invest in the companies that will supply the world's demand.
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| Interviews | Companies | News | Expert Quotes |
Interviews
Four Potential Takeover Targets on This Precious Metals Fund Manager's List
Source: Streetwise Reports (7/8/21)
Ralph Aldis, portfolio manager at U.S. Global Investors, explains why he believes we are not in a full-fledged gold market yet and discusses where he believes investors can find opportunities.
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Looking Back at 2020, Looking Ahead to 2021: Outstanding Resource Performers
Source: Streetwise Reports (12/29/20)
Ralph Aldis, portfolio manager at U.S. Global Investors, in this interview with Streetwise Reports, discusses resource companies that have been top performers in 2020 and, looking ahead to 2021, names companies that he expects to outperform.
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What Resource Companies Are on This Fund Manager's Buy List?
Source: Streetwise Reports (6/25/20)
Ralph Aldis, portfolio manager at U.S. Global Investors, in this interview with Streetwise Reports, looks at precious metals during the global downturn, and discusses M&A in the industry as well as companies he sees as undervalued.
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Fund Manager's Top Performing Precious Metals Companies for 2019
Source: Streetwise Reports (12/3/19)
Ralph Aldis, portfolio manager at U.S. Global Investors, in this interview with Streetwise Reports, looks back at trends in 2019 and looks ahead to what we may expect in the precious metals in 2020; he also discusses the top performers in the precious metals fund that he manages.
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Frank Holmes: Gold Is Going to $10,000
Source: Streetwise Reports (10/22/19)
Frank Holmes, CEO of U.S. Global Investors, discusses why he believes gold will go to $10,000, weighs in on the cryptocurrency versus gold debate, and explains why his gold and precious metals ETF is outperforming its peers, naming some of its top performing companies.
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Fund Manager Reveals His Top Ten Precious Metals List
Source: Streetwise Reports (5/9/19)
Ralph Aldis, portfolio manager at U.S. Global Investors, in this interview with Streetwise Reports, talks about movements in the gold market, why precious metals producers are doing better than explorers and developers, the funds that he manages and companies on his buy and sell list.
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Frank Holmes: Looking Back, Looking Ahead
Source: Streetwise Reports (12/27/18)
This year has seen a lot of volatility in the financial markets, Bitcoin, precious metals and other commodities. Frank Holmes, CEO and CIO of U.S. Global Investors, takes a look back on the lessons he has learned, and also looks ahead to what 2019 may bring.
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Two Gold Companies Investors Should Consider at Year-End
Source: Streetwise Reports (12/18/18)
As the year rapidly comes to a close, Ralph Aldis, portfolio manager at U.S. Global Investors, discusses some companies whose shares did well this year, and others that did not do as well. He also talks about two companies he recommends investors take a look at.
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Five Companies to Consider in These Volatile Times
Source: Streetwise Reports (12/13/18)
Despite turbulence in the markets, investors should not be pessimistic because there are plenty of good markets to allocate to, posits Samuel Pelaez, chief investment officer and portfolio manager with Galileo Global Equity Advisors, who discusses trends in the markets and companies he believes are at attractive entry points right now.
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Two Companies Whose Innovative Technologies Could Revolutionize E-Waste Processing and Disrupt Mining
Source: Streetwise Reports (10/16/18)
David Morgan, publisher of The Morgan Report, discusses two companies that have come up with groundbreaking technologies that hold the potential to change the way E-waste is processed and the way mining is conducted.
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Rob McEwen: Trade Wars, the Dollar and Precious Metals
Source: Streetwise Reports (8/23/18)
Rob McEwen, chairman and chief owner of McEwen Mining and former CEO of Goldcorp, speaks to Streetwise Reports about the impact of trade wars on the dollar and precious metals, where he sees the growth in precious metals equities, and how he plans to qualify McEwen Mining for the S&P 500.
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Trade Wars, Gold and a Once-in-a-Lifetime Opportunity
Source: Streetwise Reports (7/9/18)
In a period of economic uncertainty exacerbated by threats of a trade war, Samuel Pelaez, chief investment officer and portfolio manager with Galileo Global Equity Advisors, delves beyond the headlines to discuss the factors that are influencing gold, oil and other commodities, and why he believes we are on the cusp of a once-in-a-lifetime opportunity in commodities.
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Commodity Supercycle Smiling on Energy Metals
Source: Streetwise Reports (5/24/18)
The commodity supercycle could be on an upward curve, and among the commodities, the energy metals could see the most lift, fed by demand for alternative energy going mainstream among consumers, posits Lobo Tiggre of Louis James Ltd. and founder and editor of Independent Speculator, in this interview with Streetwise Reports.
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Precious Metal Companies with Takeout Appeal
Source: Streetwise Reports (5/10/18)
The first quarter saw some high-profile M&A activity in the precious metals sector. In this interview with Streetwise Reports, Ralph Aldis, portfolio manager of U.S. Global Investors, discusses the market landscape and some companies that could be takeover targets.
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How to Benefit from the Trade War
Source: Maurice Jackson for Streetwise Reports (3/27/18)
Trade tensions between the U.S. and China can provide opportunities in the natural resource field. The Mercenary Geologist, Mickey Fulp, in this interview with Proven & Probable's Maurice Jackson, discusses the trade war and what he believes it means for resource investors.
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Three Companies to Watch in a Recovering Commodities Market
Source: Streetwise Reports (2/6/18)
Investors are more bullish on commodities than they have been for a long time. Gwen Preston, founder and editor of The Resource Maven newsletter, discusses trends with commodities and three companies that are on her radar.
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Bitcoin, Blockchain and Gold: A Year of Disruption
Source: Streetwise Reports (12/22/17)
While gold is perceived to have lagged in 2017, the metal is actually up about 10% for the year, notes Frank Holmes, CEO of U.S. Global Investors. In this interview with The Gold Report, Holmes discusses bitcoin and blockchain's dramatic rise, the future of precious metals investing, and companies on his short list to watch.
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5 Undervalued Miners for This Tax-Loss Selling Season
Source: Streetwise Reports (12/21/17)
As the year comes to a close, Ralph Aldis, portfolio manager of U.S. Global Investors, reviews some of his precious metals holdings and calls out a handful of companies he believes tax-loss selling has made particularly good values right now.
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Why the Commodity Supercycle Is Favoring Investors Right Now
Source: Streetwise Reports (11/21/17)
Precious, base and energy metals are all benefiting from the commodity supercycle, says Louis James, editor of International Speculator, who also discusses his Golden Runway theory of price appreciation and talks about a handful of companies that he believes are on the rise.
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Metalla Royalty & Streaming: The Way to Play Gold and Silver?
Source: Peter Epstein for Streetwise Reports (11/6/17)
Peter Epstein of Epstein Research interviews the newly appointed chairman of Metalla Royalty and Streaming, Lawrence Roulston, for an update on the company.
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Don't Waver—Hard Asset Bull Market Still Intact
Source: The Gold Report (5/18/17)
The severity of the commodities bear market from 2011–2015 makes Matt Geiger, managing partner at MJG Capital, confident that the current hard asset bull market will last into 2019 and quite possibly longer. In this interview with The Gold Report, Geiger discusses commodities he is especially keen on right now and several companies that he expects to perform well.
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How to Profit from Trumponomics
Source: The Gold Report (1/24/17)
While Donald Trump's election has altered a number of aspects of the economy, investors cannot ignore economic trends that were in place before the election, says Joe McAlinden, founder of McAlinden Research Partners and former chief global strategist with Morgan Stanley Investment Management. In this interview with The Gold Report, he discusses those trends and how they may be changed by Trump's election, why he is bullish on gold and which sectors he expects to thrive in the Trump era.
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Five Junior Mining Companies Creating Value Through Exploration
Source: Special to The Gold Report (6/9/16)
The drill bit is essential to junior mining companies. Only through active exploration can investors separate the companies with potential from those without. Mick Carew of Haywood Securities discusses five companies on track to create value through the drill bit.
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Looming Zinc Supply Shortage Good News for Producers and Explorers: Stefan Ioannou
Source: Patrice Fusillo of The Gold Report (4/18/16)
The outlook for zinc appears bullish, says Stefan Ioannou of Haywood Securities, spearheaded by mine closures, dwindling production and the dearth of replacement projects. This looming supply gap could mean increased zinc prices by the end of the year, explains Ioannou in this interview with The Gold Report, a prospect that would bode well for one of the few pure-play zinc producers, as well as for an Australian explorer that may be on the cusp of a world-class discovery.
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Hedge Fund Chief Warren Irwin's Blockbuster Uranium Call and His Best Metal and Oil Plays
Source: Gordon Holmes of The Gold Report (3/10/16)
The event-driven hedge fund Rosseau LP has beat its benchmark by over 50% since inception in 1998, and its founder and CIO Warren Irwin says it does so by going deep, looking at very specific events or situations that are special within industry sectors. Irwin made his name by shorting Bre-X some 20 years ago and hasn't looked back. In this interview with The Gold Report, Irwin gives us a peek into Rosseau's portfolio, discussing opportunities that he is excited about in metals, uranium and oil.
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VSA Capital's Paul Renken: Gold and Lithium Companies that Are Sizzling Hot
Source: Brian Sylvester of The Gold Report (3/7/16)
There wasn't much sizzle in the gold equities space in recent years, but that has recently changed. Paul Renken, chief geologist and analyst with London-based VSA Capital, says the recent uptick in the gold price—which he says should stay near current levels for a while—will boost the margins of already profitable gold producers. Renken is even more bullish on lithium, while remaining optimistic about uranium. In this interview with The Gold Report, Renken provides the gold, lithium and uranium names with sizzle.
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Eric Coffin Can See the End of the Gold Bear Market and This Is What He Is Doing About It
Source: JT Long of The Gold Report (2/23/16)
When the New York markets run out of steam, the gold market gets hot. HRA Editor Eric Coffin has been watching the companies with the best assets, waiting for just this moment. In this interview with The Gold Report, he shares the names of the best in the gold, silver, copper and uranium spaces and tells you where you can go to talk to the CEOs.
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Joe Reagor's Equity Picks for Patient Pickers
Source: Brian Sylvester of The Gold Report (2/8/16)
Picking gold and silver equities in a stagnant price environment is a stock picker's game that requires a particular thesis—and a fair portion of patience, says Joe Reagor, an analyst with ROTH Capital Partners. In this interview with The Gold Report, Reagor outlines types of companies he prefers and pairs those with names that patient investors could parlay into promising profits.
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Rick Mills: How to Profit from the Demands of a Growing World Population
Source: JT Long of The Gold Report (1/21/16)
As the world prepares to house, feed and care for 9.7 billion people, Ahead of the Herd founder Rick Mills is looking for the companies that will profit from the silent tsunami of demand creeping up on resource and healthcare providers. In this interview with The Gold Report, Mills reveals the six companies he thinks are well positioned in their respective sectors to ride this population wave to profits.
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Why Is Charles Gibson Nervous About the Fed's Actions?
Source: Brian Sylvester of The Gold Report (1/7/16)
Charles Gibson, an analyst with London-based Edison Investment Research, is nervous. Gibson says the U.S. Federal Reserve's statement that it would push the benchmark interest rate to 1.375% by the end of 2016 could send the U.S. economy in the wrong direction for the sake of containing mostly nonexistent inflation. He says the economy's capacity to sustain higher interest rates—especially higher real interest rates—is limited and that could ultimately create greater safe-haven investment demand for gold. In light of some choppy economic times ahead, Gibson and his colleague Tom Hayes recommend defensive equity names with little risk in this interview with The Gold Report.
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Dundee's David Talbot Says Green Energy Trend Is Your Friend
Source: Brian Sylvester of The Energy Report (1/5/16)
David Talbot of Dundee Capital Markets forecasts uranium demand growth of about 6% compounded annually through 2020, which ought to be more than enough to kickstart depressed U3O8 prices. Nuclear energy is part of a growing trend away from fossil fuels toward green energy and things like lithium-ion batteries for cars and energy storage. Talbot explains that lithium demand is expected to grow even faster than uranium demand, and the market is already undergoing a supply deficit. In this interview with The Energy Report, he offers his top picks in the uranium and lithium spaces, as well as a graphite name, all poised to ride the green energy trend higher.
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2015: A Year of Investing Perspective
Source: The Gold Report Staff (12/28/15)
As we at The Gold Report interviewed the investing stars in 2015, we saw some patterns develop. Whether it was in the wake of terror attacks, bond defaults, currencies (we are looking at you, Swiss Central Bank and China, decoupling from the euro and dollar respectively), political drama in the U.S., Iran, Turkey, Ukraine and Germany or the long-rumored Federal Reserve interest rate hike, the call seemed to be for patience. Crises come and go, cycles have their way with commodities and then move on only to return again under another headline. Smart investors, according to the experts we interviewed, know that the way to weather these storms is to be diversified. The way to profit from them is to be contrarian. Let's take a stroll down memory lane and see what it tells us about the road ahead.
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Eric Coffin Calls Out the Fed's Biggest Mistake and What You Can Do to Protect Your Portfolio
Source: Brian Sylvester of The Gold Report (12/17/15)
Eric Coffin, editor of HRA Journal, writes one of the must-read newsletters in the junior mining sector. In this interview with The Gold Report, Coffin implores gold equity investors to ask: Is the project financeable in this market? And he discusses some companies he covers in the HRA Journal with the know-how to find funds, as well as a couple of uranium names that would benefit from utilities re-entering the market to find long-term delivery deals. But Coffin gets rolling by questioning U.S. Federal Reserve Chairman Janet Yellen's timing, warning investors about the growing divergence between equity and higher yield markets, and shooting down the accepted theory that the U.S. dollar index is heading to 120.
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Lepouttre Plays Santa Claus, Gives Away Top 5 Junior Mining Picks
Source: Brian Sylvester of The Gold Report (12/14/15)
Thibaut Lepouttre, editor of Caesars Report, knows 'tis the season for generosity, so when we asked him for his top three picks among junior mining equities, he gave us five—four gold plays and a phosphate name. Belgium-based Lepouttre also discusses different "black swan" events and their potential impact on the gold price, as well as some naughty and nice mining jurisdictions. But this is the interview that keeps on giving, so before he left Lepouttre added two micro-cap oil names he believes would make great "stocking stuffers." He may not be Santa Claus but you'll appreciate his magnanimity in this interview with The Gold Report.
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RAB's Philip Richards: Why a Gradual Bull Market in Metals Is on Its Way
Source: Kevin Michael Grace of The Gold Report (11/23/15)
After five trying years, RAB Capital Founder and President Philip Richards sees the light at the end of the tunnel. In this interview with The Gold Report, he argues that a continued zero-interest-rate policy from the Fed will be good for gold and silver, while continued quantitative easing will be good for base metals. Many fine mining companies now trade at deep discounts relative to their NPVs, and Richards suggests a half-dozen poised to take off once the new bull market finds its legs.
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Michael Curran Goes Down-Market Shopping for Winners
Source: Brian Sylvester of The Gold Report (11/19/15)
Most of the low-cost gold producers are fairly valued, says Michael Curran, managing director and mining analyst with Beacon Securities, so he's heading down-market to the advanced development opportunities and early-stage explorers that he thinks could become low-cost producers. Sure there is risk, as Curran explains in this interview with The Gold Report, but the reward could come via either a takeover bid by an established producer seeking to lower its overall costs or by supporting these companies as they transition into emerging producers.
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PearTree Securities' Eric Lemieux Enumerates Québec Companies with Cash and Catalysts
Source: Brian Sylvester of The Gold Report (11/9/15)
Few know and understand Québec-based mining projects like Eric Lemieux, mining analyst with PearTree Securities Inc. He understands that the low commodity price environment is hindering widespread exploration but explains that for companies with cash, exploration dollars go further in tough times. In this interview with The Gold Report, Lemieux provides some perspective on several brownfield exploration projects he recently visited in Québec's Abitibi and Val-d'Or regions, while providing updates on other Québec gold and other mining projects with near-term catalysts.
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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.
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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.
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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.
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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.
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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.
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Survival Secrets from Colorado Resource Investing Front Lines
Source: JT Long of The Gold Report (10/1/15)
Top experts and select companies traveled to Colorado last week for a pair of conferences focused on the survivors in the natural resource mining sector. The Gold Report reached out to some of the discerning voices there and asked whether the barrage of headlines from the Federal Reserve and China impacted the mood, and what companies they would be following up on when they returned to their offices. While the Precious Metals Summit was geared toward development-stage companies and the Denver Gold Forum was mostly populated by large, producing mining companies, everyone seemed fixated on survival. For those of us watching from home, experts we talked to were kind enough to name some of the standout companies they saw in boothland.
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Silver Investor David Morgan: Conspiracy Facts Show Metal Prices Have to Rise
Source: JT Long of The Gold Report (9/21/15)
Even in a frozen metals price market, it only takes one event to shake off the paper manipulation keeping prices below what supply and demand fundamentals of a free market would dictate. And when that correction comes, it could happen quickly. In this interview with The Gold Report, The Morgan Report Publisher David Morgan shares his favorite ways to own leverage to metal prices upside while protecting against junior mining risk.
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Flinders CEO Blair Way: What Tesla Needs to Know About the Graphite Sector
Source: Special to The Gold Report (9/8/15)
Tesla's moves toward manufacturing auto and home storage has set off a buzz of misunderstandings and opportunities in the graphite space as some 40 TSX and ASX junior miners position themselves to meet anticipated increased future demand for this critical mineral. In this interview with The Gold Report, Flinders Resources CEO and President Blair Way shares the four factors to consider when analyzing a graphite company. Warning: It is a very different proposition than investing in a gold company.
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Can a Weak Australian Currency Blow Investment Dollars Toward Mining Companies? Morgans' James Wilson Singles Out Three Gold Companies Making Headway
Source: Special to The Gold Report (9/3/15)
A weak Australian dollar has pushed up gold prices down under and made gold mining companies with low all-in costs more attractive to investors. In this interview with The Gold Report, Morgans Senior Analyst James Wilson shares the names of ASX-listed gold, iron and graphite companies worth watching.
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Why a Fed Rate Hike Could Be a Blessing for Gold Prices: Brien Lundin
Source: JT Long of The Gold Report (8/27/15)
Like a true contrarian, Gold Newsletter publisher Brien Lundin looks beyond the headlines to understand what is really moving precious metals prices. He has concluded that the mainstream media may have it all wrong. Suspected anchors on the gold price, such as an interest rate increase and devaluation of the yuan, could actually be a rallying cry for commodities, he says in this interview with The Gold Report. And, he points to a baker's dozen of companies poised to take off when the arrows turn.
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Haywood's Mick Carew Explains Why Now Is an 'Opportune Time for Consolidation' in the Mining Space
Source: Brian Sylvester of The Gold Report (8/24/15)
Mick Carew, a research analyst with Haywood Securities, hopes we have found the bottom of the commodity cycle but expects M&A activity to continue apace through the rest of this year and into 2016 as low metals prices force the hands of underfunded management teams. Carew says M&A is commonly viewed as a potential indicator of a swing in market sentiment, and in this interview with The Gold Report, he discusses a handful of his favorite names, some of which could become M&A targets.
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Carsten Ringler Makes the Basket Case for Gold Equities
Source: Brian Sylvester of The Gold Report (8/20/15)
Carsten Ringler, analyst and founder of Ringler Consulting and Research in Germany, strongly believes that precious metals prices will move sharply higher over the next few years and discusses some ratios that point that way. He suggests dedicating a portion of your investment portfolio to two baskets of precious metals equities: one for producers and another brimming with developers and explorers. In this interview with The Gold Report, Ringler takes the long view when it comes to precious metals equities and provides enough names to get you started.
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Doug Loud and Jeff Mosseri: Supply and Demand Will Rescue Gold Soon
Source: Kevin Michael Grace of The Gold Report (8/13/15)
Money managers Doug Loud and Jeff Mosseri of Greystone Asset Management LLC. have some simple advice for gold investors: Relax. Supply and demand will reassert its reign quite soon, and, when that time comes, both gold and gold equities will appreciate quickly and significantly from their current levels. In this interview with The Gold Report, they highlight several producers and explorers with the management, cash and projects needed to spring forward when the market turns.
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Companies
Liberty Gold Corp. (LGD:TSX; LGDTF:OTCQX) Liberty Gold is focused on exploring for and developing open pit oxide deposits in the Great Basin of the United States, home to large-scale gold projects that are ideal for open-pit mining. This reg ...
Stillwater Critical Minerals Corp. (PGE:TSX.V; PGEZF:OTCQB; J0G:FSE) Stillwater Critical Minerals Corp. ("Stillwater CM") is a TSX-V-listed Canadian mineral exploration company focused on the development of high-quality platinum, palladium, nickel, copper, cobalt, and ...
The Metallic Group () The Metallic Group is a collaboration of leading precious and base metals exploration companies, with a portfolio of large-scale, brownfields assets in established mining districts adjacent to some of ...
World Copper Ltd. (WCU:TSX.V;WCUFF:OTCQX; 7LY0:FRA) World Copper Ltd., headquartered in Vancouver, BC, is a Canadian resource company focused on the exploration and development of its copper porphyry projects: Escalones and Cristal in Chile, and Zonia ...
News
Updated Montana Resource Estimate to Expand Major Critical Metals Resource in 2026 Stillwater Critical Minerals Corp. (PGE:TSX.V; PGEZF:OTCQB; J0G:FSE) has commissioned a new mineral resource estimate for its Stillwater West project in Montana. Read how the update will integrate recent drilling and expanded geological modeling to refine the critical metals resource. - Streetwise Reports (10/28/25) More >
Idaho Tungsten Project Advances Drilling and Processing Plans Amid U.S. Critical Metals Push American Tungsten Corp. (TUNG:CSE; TUNGF:OTCQB; RK9:FSE) has completed rehabilitation of the D level adit at its IMA Mine in Idaho and is preparing for a 5,000-foot underground drill program. The company is also evaluating a transition from direct shipping ore to onsite milling as part of its long-term development strategy. - Streetwise Reports (10/27/25) More >
Tungsten Explorer Secures US$16.25M to Advance High-Grade Projects in Portugal Allied Critical Metals Inc. (ACM:CSE; ACMIF:OTCQB; 0VJ0:FSE) closed a US$16.25 million financing to fund drilling and resource development at its Borralha and Vila Verde tungsten projects. The company also reported high-grade intercepts from Borralha, including 10.0 meters of 1.11% WO₃, as it moves toward updated economic studies. - Streetwise Reports (10/24/25) More >
Court Verdict Due Any Day on Mining Asset in Spain Emerita Resources Corp. (EMO:TSX.V; EMOTF:OTCQB; LLJA:FSE) should see about CA$700 to CA$1,200 million added to its current market cap if the legal dispute is resolved in its favor, noted a Clarus Securities report. - Varun Arora (10/23/25) More >
Major Copper Discovery Unveiled in British Columbia Vizsla Copper Corp. (VCU:TSXV; VCUFF:OTCQB) reported 237 meters grading 0.51% CuEq at its Thira discovery in British Columbia. The results confirmed significant copper-molybdenum mineralization and expanded the zone 200 meters south. - Streetwise Reports (10/23/25) More >
Rare Earth Boom: U.S. and Brazil Projects Set Stage for Historic Supply Shift Atlas Critical Minerals Corp. (JUPGF:OTCQB) and Energy Fuels Inc. (EFR:TSX; UUUU:NYSE.American) are advancing rare earth and uranium projects. With operations in the U.S. and Brazil, both companies aim to reshape global supply chains amid surging demand for critical minerals. - Streetwise Reports (10/21/25) More >
Metals Explorer Turns to AI to Find Mineralized Trends Metallic Minerals Corp. (MMG:TSX.V; MMNGF:OTCQB) is collaborating with VRIFY Technology Inc. to implement advanced artificial intelligence (AI) and machine learning technologies across its promising precious metals and critical minerals projects in Canada and the United States. Read what research analysts rate the stock. - Streetwise Reports (10/21/25) More >
Rare Earth Discovery in Saskatchewan Adds Fuel to Global Race for Critical Minerals Terra Clean Energy Corp. (TCEC:CSE; TCEFF:OTC; C900:FSE) confirmed rare earth potential at its Fraser Lakes B Deposit in Saskatchewan, strengthening Canada's critical mineral portfolio. The discovery comes as global supply strains and China's export restrictions renew focus on domestic rare earth development. - Streetwise Reports (10/16/25) More >
Near-Term Gold Producer Buys 15% of Explorer's Shares Rio2 Ltd. (RIO:TSX; RIOFF:OTCQX; RIO:BVL) gains upside and diversification options from Royal Road Minerals Ltd.'s (RYR:TSX.V; RRDMF:OTCQB; RLU:FSE) portfolio of early-stage precious and base metals assets, noted a Cantor Fitzgerald report. - Matthew O'Keefe (10/9/25) More >
US Government Takes 10% Stake in Critical Minerals Co. Trilogy Metals Inc. (TMQ:NYSEAmerican; TMQ:TSX) surged after the U.S. government took a 10% stake in the company. Read how this announcement is funding Alaska's Ambler project to strengthen the domestic critical minerals supply. - Streetwise Reports (10/9/25) More >
Explorer Highlights Production Growth From Gold and Silver Royalties in Yukon Metallic Minerals Corp. (MMG:TSX.V; MMNGF:OTCQB) gives an update on field activities across its gold and silver royalty portfolio in the Yukon, along with ongoing exploration efforts at its Keno Silver Project in central Yukon. - Streetwise Reports (10/9/25) More >
Explorer Eyes Breakthrough With Priority Copper Drilling Targets American Pacific Mining Corp. (USGD:CSE; USGDF:OTC) secures a drilling permit for the Madison copper-gold project in Montana, within the Idaho-Montana porphyry belt near the Berkley Pit mine. Read why an expert says the project has "history on its side." - Streetwise Reports (10/7/25) More >
Co. Should be on Investors' Radar: Analyst Stillwater Critical Minerals Corp. (PGE:TSX.V; PGEZF:OTCQB; J0G:FSE) offers a prime opportunity to gain exposure to critical minerals in the U.S. at a time when these commodities have extensive governmental support, noted a Red Cloud Securities report. - Taylor Combaluzier (10/7/25) More >
Explorer Makes Copper Discovery at Copper Keg in BC District Copper Corp. (DCOP:TSX.V) is working on refining its top targets at its flagship Copper Keg project located in British Columbia, writes Couloir Capital Analyst Tim Wright in a research note initiating coverage of the company. - Tim Wright (10/6/25) More >
Grasberg Shocker Michael Ballanger of GGM Advisory Inc. shares his thoughts on the fatal mining incident at Freeport-McMoRan Inc.'s (FCX:NYSE) Grasberg mine as well as his top copper pick for 2025. - Michael Ballanger (10/6/25) More >
Mining Company Uncovers High-Grade Tungsten in Portugal Allied Critical Metals Inc. (ACM:CSE; ACMIF:OTCQB; 0VJ0:FSE) has reported new drill results from its Borralha Project in northern Portugal, including high-grade tungsten intercepts that extend mineralization beyond the current model. Read how these results position the project as a potential near-term supply source aligned with Western strategic priorities. - Streetwise Reports (10/2/25) More >
US Antimony Firm Wins Supply Contract from DOD United States Antimony Corp. (UAMY:NYSEAmerican) will provide antimony ingots to replenish the dwindling national defense inventory, noted an Alliance Global Partners report. - Jake Sekelsky (10/2/25) More >
PEA Shows It is Viable to Add Second Mine at Project Silver X Mining Corp. (AGX:TSX.V; AGXPF:OTC) plans to advance the Plata Mining Unit at its Nueva Recuperada project to production in 2026, noted a Fundamental Research Corp. report. - Sid Rajeev (10/1/25) More >
In Q2/25, Miner Achieves Positive Income For Fifth Straight Quarter Guanajuato Silver Co. Ltd.'s (GSVR:TSX.V; GSVRF:OTCQX) quarterly results, however, show the effects of lower throughput and grades, noted a Research Capital Corp. report. - Stuart McDougall (10/1/25) More >
Explorer Discovers High-Grade Rare Earths in Brazil Atlas Critical Minerals Corp. (JUPGF:OTCQB) reported strong rare earth mineralization at its Ipor and Alto do Paranaba projects in Brazil. Parent company Atlas Lithium Corp. (ATLX:NASDAQ) highlighted the results as a key strategic complement to its broader critical minerals portfolio. - Streetwise Reports (9/30/25) More >
Exploration Co. Makes Botswana Copper Gains NexMetals Mining Corp. (NEXM:TSX.V; NEXM; NASDAQ) announces assay results from two holes from its metallurgical drilling program at the former Selkirk Mine in Botswana. Find out why an expert says this company is "a name to keep an eye on." - Streetwise Reports (9/30/25) More >
Critical Metals Firm Advances High-Grade Tungsten Project American Tungsten Corp. (TUNG:CSE; TUNGF:OTCQB; RK9:FSE) advanced rehabilitation at its past-producing IMA Mine in Idaho and signed an LOI with Global Tungsten & Powders for future offtake. Read how analysts cited high-grade intercepts, strategic relevance, and strong upside in the critical metals sector. - Streetwise Reports (9/30/25) More >
Explorer Advances Key Copper-Gold Target in the Andes Coppernico Metals Inc. (COPR:TSX; CPPMF:OTCQB; 9l3:FSE) has amended its option agreement towards unlocking drill permits at the Fierrazo copper-gold target in Peru. Read how this milestone represents an important step toward a follow-up drill program at Sombrero, a project with multiple prospective copper-gold targets amid rising global long-term copper demand. - Streetwise Reports (9/30/25) More >
Federal Approval Clears Path for Key American Critical Minerals Mine Perpetua Resources Corp. (PPTA:TSX; PPTA:NASDAQ) received a conditional notice to proceed for its Stibnite Gold Project in Idaho. Learn how the site is expected to supply gold and antimony while delivering long-term environmental restoration. - Streetwise Reports (9/30/25) More >
Grasberg Disaster Rocks Global Copper Supply, Sends Prices Soaring As Freeport-McMoRan Inc.'s (FCX:NYSE) Grasberg disaster tightens global copper supply, juniors like Coppernico Metals Inc. (COPR:TSX; CPPMF:OTCQB; 9l3:FSE), Giant Mining Corp. (CSE: BFG; OTC:BFGFF; FWB:YW5), and Emerita Resources Corp. (EMO:TSX.V; EMOTF:OTCQB; LLJA:FSE) push forward with key projects. Read how new drilling, acquisitions, and land expansions position them to benefit from rising demand and shrinking inventories. - Streetwise Reports (9/30/25) More >
Antimony Becomes One of 2025's Hottest Strategic Metals Used in ammunition, solar, and batteries, antimony prices have soared to US$51,500/ton as supply drops and demand from defense and energy markets intensifies. Read how Armory Mining Corp. (ARMY:CSE; RMRYF:OTC; J2S:FRA) and United States Antimony Corp. (UAMY:NYSE) are positioning themselves in the global race. - Streetwise Reports (9/30/25) More >
Midnight Sun Finds Excellent Copper Potential in Zambia Midnight Sun Mining Corp. (MMA:TSX.V; MDNGF:OTCQB) moves a third diamond drill rig to its flagship Dumbwa target, a crucial part of the company's Solwezi project situated in Zambia's Domes region. Read why one analyst says the company is "poised to continue re-rating." - Streetwise Reports (9/26/25) More >
Mineral Explorer Acquires High-Grade Copper in Andalusia Emerita Resources Corp. (EMO:TSX.V; EMOTF:OTCQB; LLJA:FSE) secured new exploration permits and signed a letter of intent to acquire a copper project in Spain. The moves expand its footprint across the Iberian Pyrite Belt and support its long-term critical minerals strategy. - Streetwise Reports (9/23/25) More >
Jr. Explorer Reaches Major Milestones at Colo., Yukon Projects Metallic Minerals Corp. (MMG:TSX.V; MMNGF:OTCQB) reaches several exploration milestones at its La Plata Copper and Keno Silver projects, according to an update by Couloir Capital's research team. - Couloir Capital (9/23/25) More >
Critical Minerals Firm Announces Outstanding Rare Earths Results in Brazil Atlas Critical Minerals Corp. (JUPGF: OTCQB) reported excellent drill intercepts and over 60% magnetic rare earth recovery at its Ipor Project in the State of Gois, Brazil. The results position the company as an emerging player in the rare earths sector amid global supply chain shifts. - Streetwise Reports (9/22/25) More >
Explorer Finds Surface-to-Depth Copper Zones in BC Vanguard Mining Corp. (UUU:CSE; UUFF:OTC; SL51:FWB) launched its 2025 drill program at the Redonda Copper-Molybdenum Project in British Columbia. Read how the program targets deeper zones after standout near-surface results, including 174.1 meters at 0.34% CuEq from surface. - Streetwise Reports (9/22/25) More >
Copper-Gold-Silver Project in Nevada Advances With Breakthrough Drilling Data Giant Mining Corp. (CSE: BFG; OTC:BFGFF; FWB:YW5) continues advancing its Majuba Hill copper-silver-gold project in Nevada with updated 3D modeling. See why new drill data refined breccia geometry and supports future exploration targeting in a high-demand copper environment. - Streetwise Reports (9/19/25) More >
Gold and Silver: The Hidden Critical Minerals Brian Hicks at Wealth Daily explains how gold and silver miners can unlock the future's critical minerals supply chain and shares a few companies as examples. - Brian Hicks (9/19/25) More >
Critical Minerals Junior Strikes Bigger in Montana with Major Backing Stillwater Critical Minerals Corp. (PGE:TSX.V; PGEZF:OTCQB; J0G:FSE) drills over 3,100 meters at its flagship U.S. project targeting high-impact nickel, copper, cobalt and PGE growth. A CA$8.78M financing led by Glencore fuels the company's 2025 drill campaign as it eyes a 2026 resource update. - Streetwise Reports (9/16/25) More >
Co. Aims to Drill 80,000m at Montana Project in 2025 Stillwater Critical Minerals Corp.'s (PGE:TSX.V; PGEZF:OTCQB; J0G:FSE) efforts are expected to expand the existing resource of this Ni-Cu-PGE project and provide news flow to year-end, noted a Red Cloud Securities report. - Taylor Combaluzier (9/16/25) More >
Explorer Acquires Strategic Antimony-Gold Property in Nova Scotia Armory Mining Corp. (ARMY:CSE; RMRYF:OTC; J2S:FRA) amended its option agreement to acquire full ownership of the Ammo antimony-gold property in Nova Scotia. Read how the company believes that this move strengthens its position in a region known for historical antimony production and growing strategic demand. - Streetwise Reports (9/15/25) More >
Explorer Confirms Breakthrough Tungsten Zone in Portugal Allied Critical Metals Inc. (ACM:CSE; ACMIF:OTCQB; 0VJ0:FSE) uncovered long tungsten intercepts at its Borralha Project in northern Portugal, reinforcing the high-grade potential of Santa Helena Breccia. The discovery comes as tungsten prices rise and Western supply chains shift from Chinese dominance. - Streetwise Reports (9/15/25) More >
Tungsten Reclaims Historic Idaho Mine to Meet Soaring U.S. Demand American Tungsten Corp. (TUNG:CSE; DEMRG:OTCQB; RK9:FSE) advances rehab work at its past-producing IMA Mine amid rising critical mineral demand. Read how this revitalization effort could help restore a vital domestic source for defense and industry. - Streetwise Reports (9/10/25) More >
PGM at Copper Asset in AZ Achieves 3 Objectives Copper Fox Metals Inc. (CUU:TSX.V; CPFXF:OTCQX; HPR:FRA) shows through this work that the mineralogical domains within its Van Dyke deposit appear consistent with those of a "supergene" copper system, noted an Atrium Research report. - Ben Pirie (9/10/25) More >
Critical Minerals Firm Taps High-Grade Iron Opportunity for Early Revenues in Brazil Atlas Critical Minerals Corp. (JUPGF:OTCQB) is set to generate Q4 revenue from Brazil's Iron Quadrangle, supporting its push into critical minerals. Read more to find out how early-stage production and strategic partnership are positioning the company for long-term, diversified cash flows. - Streetwise Reports (9/9/25) More >
A Critical Metal Play at a Critical Time with Breakout Potential John Newell of John Newell & Associates explains why he thinks American Tungsten Corp. (TUNG:CSE; TUNGF:OTCQB; RK9:FSE) is a Speculative Buy. - John Newell (9/9/25) More >
Copper Investing: Global Trends and Market Opportunities The Crux Investor takes a look at the copper market as a whole and shares some large and small-cap copper companies that might be worth looking into. - The Crux Investor (9/8/25) More >
Explorer Hits One of the Highest-Grade Tungsten Intercepts Ever Recorded at Borralha, Portugal Allied Critical Metals Inc. (ACM:CSE; ACMIF:OTCQB; 0VJ0:FSE) reported 12 meters of 4.27% WO₃, including 6 meters at 8.39%, from its Portugal-based Borralha drill program. Read how these results validate early visual observations and support the potential for a high-grade breccia-hosted corridor. - Streetwise Reports (9/5/25) More >
Copper Explorer Uncovers High-Grade Zones in Nevada Giant Mining Corp. (CSE: BFG; OTC:BFGFF; FWB:YW5) ramps up copper exploration in Nevada after AI-guided drilling confirms high-grade mineralization at Majuba Hill. Read more to see how this critical metal project aligns with rising electrification and U.S. supply chain priorities. - Streetwise Reports (9/4/25) More >
US$645M Copper Discovery Could Be Just the Beginning Copper Fox Metals Inc. (CUU:TSX.V; CPFXF:OTCQX; HPR:FRA) is charging ahead on its low-impact Van Dyke copper project in Arizona. Backed by a US$645M NPV and major production potential, read how the company could be nearing a breakout moment. - Streetwise Reports (9/2/25) More >
Resource Investors Watching Bolivian Elections Hope for Big Opportunities A political shift in Bolivia could lead to regulatory changes, which could allow big changes for miners in the South American country. Read about the changes and some companies operating there. - Streetwise Reports (9/1/25) More >
Is Idaho Emerging as the Next Big Copper District? Scout Discoveries Corp. announced it has made substantial progress exploring its project portfolio during the 2025 season, including geological mapping at Cuddy Mountain in Idaho's emerging copper district. See why experts think this part of the United States has a lot to offer the energy transition. - Streetwise Reports (8/29/25) More >
Tungsten Co. With US Asset Well Positioned To Capitalize on Growing Demand American Tungsten Corp. (TUNG:CSE; DEMRG:OTCQB; RK9:FSE) is well-positioned to capitalize on growing domestic demand and a favorable environment for the critical mineral, tungsten, noted a Stonegate Capital Partners report. - Dave Storms (8/28/25) More >
Royalty Company Secures High-Grade Iron Ore in Australia Vox Royalty Corp. (VOXR:TSX; VOXR:NASDAQ) acquired a 1.5% gross revenue royalty on high-grade iron ore in Western Australia's Pilbara, targeting 15Mt of production. Read more to find out how the deal fits into its capital-light strategy and why analysts see long-term value in this high-grade, infrastructure-adjacent asset. - Streetwise Reports (8/28/25) More >
Jr. Reports High-Grade Rare Earths in Brazil, Plans Growth Exploration company Atlas Critical Minerals Corp. (JUPGF:OTCQB) files a Technical Report Summary (TRS) confirming the presence of high-grade mineralization for both rare earth elements and titanium at its Alto do Paranaba rare earth elements and titanium project in Brazil. Read why these elements are considered so important to the future. - Streetwise Reports (8/25/25) More >
Expert Quotes
Peter Krauth, Silver Stock Investor -"MMG will leverage VRIFY's AI/machine learning in its exploration." (10/22/25)
Varun Arora, Clarus Securities -"An Aznalcollar win could add CA$700–$1,200M to EMO's market cap." (10/9/25)
Taylor Combaluzier, Red Cloud Securities -"PGE should be on the radar of investors." (9/29/25)
Clive Maund, CliveMaund.com -"Platinum stocks, [like] PGE, are breaking out or [are] about to." (9/16/25)
Taylor Combaluzier, Red Cloud Securities -"Initial photographs from PGE's Kluane project are impressive." (9/16/25)
Mike Kozak, Cantor Fitzgerald -"PPTA received a Preliminary Project Letter from EXIM." (9/9/25)
Taylor Combaluzier, Red Cloud Securities -"We are initiating coverage on PGE with a Buy rating." (7/31/25)
Michael Siperco, RBC Capital Markets -"[We are] initiating coverage on PPTA with an Outperform rating." (7/18/25)
Brien Lundin, Gold Newsletter (Jefferson Financial) -"SMN's drill program could deliver some high-grade hits to the market." (6/26/25)
Peter Krauth, Silver Stock Investor -"MMG is a patience trade as La Plata could be a big prize." (6/25/25)
Peter Krauth, Silver Stock Investor -"MMG shares have doubled over the past year but are down slightly YOY." (6/19/25)
Mike Kozak, Cantor Fitzgerald -"PPTA completed an upsized $425M equity financing (from $400M)." (6/17/25)
Mike Niehuser, ROTH Capital Partners -"PPTA was awarded $6.9M from the U.S. Army for testing of its antimony." (6/9/25)
Jay Taylor, Gold, Energy & Tech Stocks -"PPTA was awarded up to $6.9M in 'defense funding.'" (5/31/25)
Clive Maund, CliveMaund.com -"A major bull market in GOT is only just getting started." (5/30/25)
Mike Niehuser, ROTH Capital Partners -"We expect PPTA to receive EXIM approval in the requested amount." (5/23/25)
Mike Kozak, Cantor Fitzgerald -"We expect PPTA to receive a letter back from EXIM in 45–60 days." (5/23/25)
Mike Kozak, Cantor Fitzgerald -"This completes federal permitting for PPTA's Stibnite Au-Sb project." (5/20/25)
Mike Niehuser, ROTH Capital Partners -"PPTA should receive consideration for EXIM financing." (5/14/25)
Steve Therrien, 3L Capital -"COPR has been advancing its land package to generate drill targets." (5/14/25)
Heiko Ihle, H.C. Wainwright & Co. -"The final federal permit for PPTA's Stibnite is on track for Q2/25." (5/13/25)
Peter Krauth, Silver Stock Investor -"MMG's La Plata could be an important source of U.S. critical minerals." (5/7/25)
Brien Lundin, Gold Newsletter (Jefferson Financial) -"Gold's gains this year make SEA's KSM a fantastic optionality play." (5/1/25)
Jay Taylor, Hotline -"SEA and parties scheduled Sept. 22 to 29, 2025 for the court hearing." (4/28/25)
Jay Taylor, Hotline -"Its antimony is a legitimate reason to fast-track PPTA's Stibnite." (4/25/25)
Mike Niehuser, ROTH Capital Partners -"We expect PPTA to soon make a formal application to EXIM." (4/23/25)
Peter Krauth, Silver Stock Investor -"MMG signed a second gold royalty agreement at Australia Creek." (4/16/25)
Taylor Combaluzier, Red Cloud Securities -"SEA is evaluating its asset portfolio to unlock shareholder value." (3/28/25)
Peter Krauth, Silver Stock Investor -"MMG shares look undervalued and attractive to add on minor weakness." (3/26/25)
Heiko Ihle, H.C. Wainwright & Co. -"We expect continued interest in PPTA from institutional investors." (3/21/25)
Jay Taylor, Hotline -"PPTA continues studies to evaluate a new antimony processing facility." (3/21/25)
Varun Arora, Clarus Securities -"[The] global resource of EMO's IBW came in at 25.77 Mt at 8.51% Zn eq." (3/17/25)
Taylor Combaluzier, Red Cloud Securities -"SEA announced a list of 16 objectives it plans to achieve in 2025." (3/13/25)
Mike Niehuser, ROTH Capital Partners -"PPTA is preparing its formal application to EXIM for debt financing." (3/13/25)
Clive Maund, CliveMaund.com -"The 2-year chart makes it clear just what a bargain BFG is here." (3/2/25)
Clive Maund, CliveMaund.com -"Agreeing to sell Zonia is thought likely to lead to an uptrend in WCU." (2/20/25)
Heiko Ihle, H.C. Wainwright & Co. -"PPTA's Stibnite has reserves of 4.8 Moz gold and 148 Mlb antimony." (1/7/25)
Stuart McDougall, Research Capital Corporation -"DV once again extended the Wolf vein system at its Kitsault Valley." (1/7/25)
Marcus Giannini, Haywood Securities -"DV's high-grade endowment is an increasingly attractive target." (1/7/25)
Mike Kozak, Cantor Fitzgerald -"The ROD is the most important derisking milestone in PPTA's history." (1/6/25)
Mike Niehuser, ROTH Capital Partners -"We believe PPTA will receive the remaining permits [for Stibnite]." (1/6/25)
Michael Parkin, National Bank of Canada -"We expect PPTA's share price to outperform peers on the ROD news." (1/5/25)
Jay Taylor, Hotline -"PPTA and Sunshine could produce up to 40% of U.S. antimony demand." (12/13/24)
Mike Niehuser, ROTH Capital Partners -"PPTA is evaluating partnerships to refine its concentrate." (12/11/24)
Mike Kozak, Cantor Fitzgerald -"PPTA potentially created an all-American antimony supply chain." (12/9/24)
Taylor Combaluzier, Red Cloud Securities -"SEA has spent CA$444M on the KSM project." (11/26/24)
Chen Lin, What Is Chen Buying? What Is Chen Selling? -"PPTA is trading at a ~10% discount due to [the] gold price correction." (11/26/24)
Jay Taylor, Hotline -"The gross proceeds to PPTA from the offering will be about $35M." (11/22/24)
Mike Kozak, Cantor Fitzgerald -"SEA expects to complete a JV partnership on KSM in the near term." (11/21/24)
Jay Taylor, Hotline -"It is a matter of time before a large miner steps into SEA's story." (11/15/24)
