Source: Brian Sylvester of The Gold Report (8/10/15)
It's often difficult to understand the global markets for critical minerals so narrowed it to threelithium, cobalt and graphiteand brought in Simon Moores, managing director of London-based Benchmark Mineral Intelligence, and the firm's analyst, Andrew Miller, to provide insight into minerals that they say need to shed their labels as traditional commodities and embrace their future as niche, raw-material solutions for a growing list of technology manufacturers. As Benchmark prepares to embark on its Moores and Miller discuss supply chain visibility and the impact of disruptive technologies on these markets, as well as companies seeking to leverage lithium, cobalt and graphite into investable business models that will lure investors with a long-term outlook.
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 Morgans Senior Analyst James Wilson shares the names of ASX-listed gold, iron and graphite companies worth watching.
Source: Brian Sylvester of The Gold Report (6/11/15)
The summer months are the time to establish positions in the "best of the best" at valuations the mining sector has not witnessed in 20 years, says Gwen Preston, editor and publisher of Resource Maven, a subscriber-based junior mining newsletter. She doesn't know if the mining stock rally will start this summer but that really doesn't matterwhat matters is that we are at the bottom. In this interview with Preston says if the TSX Venture Exchange starts to see gains over the summer months, buckle your seat belts because that's a sure sign that the long-anticipated stock rally has begun.
Source: JT Long of The Mining Report (5/5/15)
When North Americans wake up to the dangers of relying on China and Russia for essential metals like zinc, rare earths, antimony, niobium and scandium, the juniors now suffering with anemic stock prices could turn into cash producing machines worth writing home to mom about. In this frank assessment of everything from gold and diamonds to potash and zinc, Kaiser Research Online author John Kaiser names for readers the companies that could be swept up in a rush to security of supply.
Source: JT Long of The Gold Report (7/20/15)
Experienced investors know that commodities and equities move in cycles, and understanding where copper, iron ore, nickel and zinc are in the cycle can result in much smarter decisions than blindly following the pack. In this interview with Salman Partners Vice President of Commodity Economics Raymond Goldie brings some perspective to the charts and names the junior mining companies that could ride the inevitable waves up.
Source: Brian Sylvester of The Gold Report (5/4/15)
Ryan Castilloux, founding director and market research analyst with Adamas Intelligence, is getting a lot more inquiries about scandium. Investors are asking: What is scandium? How is it used? What are its growth prospects? And how can I make money in scandium? In this interview with Castilloux provides an overview of the scandium market and its publicly listed players with advanced-stage projects. With one tonne of scandium fetching $5 million or more, Castilloux says those with a bullish outlook on scandium will never find a better buyer's market.
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 , 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.
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 Publisher David Morgan shares his favorite ways to own leverage to metal prices upside while protecting against junior mining risk.
(ALK:ASX; ANLKY:OTCQX) Alkane Resources Ltd. is a multicommodity mining and exploration company with a focus on gold, copper, zirconium, niobium and rare earths. Its projects and operations are located in the central west o ...
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. 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.
(FMS:TSX.V; FCSMF:OTCQX; FKC:FSE) Focus Graphite Inc. is a midtier junior mining development company, a technology solutions supplier and a business innovator. The company aims to become one of the lowest-cost producers of technology ...
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 , Pullar plots the course for a handful of what he believes are world-class mining assets.
(TV:TSX; TV:BVL; TREVF:OTCQX) Trevali is a zinc-focused, base metals mining company with two commercially producing operations. The Company is actively producing zinc and lead-silver concentrates from its 2,000-tonne-per-day Santa ...