RSSCategory: Articles: Gold Silver Stocks

How to Minimize Risk and Increase Returns on Juniors

Joe Mazumdar, senior mining analyst at Vancouver’s Haywood Securities, adheres to certain fundamental metrics when reviewing the pedigree of a junior firm. In this exclusive interview with The Gold Report, Mazumdar explains why some juniors are positioned to do better than some majors in the current geopolitical climate and he counsels pragmatism: the key to unlocking golden opportunities is locating firms with experienced management and adequate cash flow that can qualify for mixed-source financing in the international context of uneven gold prices. He shares a few picks in that space. Companies mentioned: ATNA RESOURCES LTD. – MIDAS GOLD CORP. – MIDWAY GOLD CORP. –MINERA IRL LTD. – ORVANA MINERALS CORP. –PRODIGY GOLD INC. – SEAFIELD RESOURCES LTD. […]

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Profiting from Europe’s New Gold Rush

Profiting from Europe’s New Gold Rush

By Jeff Clark, Casey Research Europe owns a sizable chunk of the world’s natural resources. Over the past few decades, however, EU countries have mostly imported their resources. Outlandish? Maybe. But it was simply easier, cheaper, and most importantly it avoided most environmental conflicts. Getting through government regulation and facing off eco-friendly groups is a time-consuming and outrageously expensive business… a fool’s errand. When you can simply import and let other countries deal with all the hassle, it made a lot of sense. But things change. When no one’s got a job, it truly focuses the political agenda. Europe’s job market is a mess. Demonstrators are crying out for action, […]

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New Gold: Delivering On Promises At El Morro, New Afton and Blackwater

New Gold: Delivering On Promises At El Morro, New Afton and Blackwater

The gold mining stocks have recently underperformed the overall equity market since the ending of QE2 in 2011 and the introduction of Operation Twist. Since the 2008 credit crisis, one company New Gold has delivered on its stated promises and has rewarded original GST subscribers of more than a 1,000% gain since highlighting it in May of 2009 outperforming the gold mining index and gold bullion by a wide margin. See our original alert on NGD from 2009. In an exclusive interview with Randall Oliphant, Executive Chairman of New Gold (NGD), we discuss why the company has outperformed its peers and why it has one of the best resource growth profiles in the business with El Morro, New […]

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The Potential for Gold Stocks in 2013-2014

The Potential for Gold Stocks in 2013-2014

There are two drivers of stock prices: valuation and earnings. Valuations are very much driven by investor sentiment while earnings are driven by revenue and margins. In recent months we’ve devoted some time to the three phases of a bull market. These are the stealth phase, wall of worry phase and participation or bubble phase. Earnings rise in each stage while valuations only increase in the first and last phase. The average gold producer has made no net progress in five or six years because the average valuation has declined considerably. Going forward, this means opportunity. At the end of the wall of worry phase, valuations are low and only […]

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Gold Producers in the Catbird Seat

Calling gold the ultimate money, Jay Taylor, editor and publisher of Jay Taylor’s Gold, Energy & Tech Stocks, watches the real price of gold with a gimlet eye. These days, he pays particular attention to producers, noting that this is not a good time to be an explorer that needs to raise capital to put holes in the ground without the certainty of finding gold. In this exclusive Gold Report interview, Taylor shares promising names in each of the four categories in his model portfolio. Companies mentioned: ALLIED NEVADA GOLD CORP. – AURVISTA GOLD CORP. – CLIFTON STAR RESOURCES INC. – DYNACOR GOLD MINES INC. – ESPERANZA RESOURCES – EURASIAN MINERALS INC. – MAGELLAN MINERALS LTD. – NIOGOLD […]

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Major Miners Looking To Acquire Undervalued Junior Explorers

Major Miners Looking To Acquire Undervalued Junior Explorers

The rule of the casino emphasizes that in order for one to be right in the market, the consensus has to believe that you are wrong.  The majority goes home empty handed while the few emerge winners.  Today there is extreme volatility, nevertheless the few players emerge as winners despite the daily ups and downs. In fact, our wealth in the earth charts appear to show a transient pullback in an upward long term trajectory, whereby wealth in the ground advances in a major rally as positions mount from bullion to miners.  The treasuries are trading like a dot-com stock moving exponentially higher and the U.S. dollar is reaching long […]

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Are Lower Stock Prices in the Cards and What Would it Mean for Gold?

Are Lower Stock Prices in the Cards and What Would it Mean for Gold?

The Federal Reserve will hold a two-day policy meeting on July 31 that is expected to yield no change in U.S. interest rates, but markets will analyze and dissect every word of Chairman Ben Bernanke for any clues that the central bank will do more to promote economic growth. Already it seems that three top Federal Reserve policymakers on Monday laid the groundwork for a third round of bond purchases by saying the U.S. recovery was weak and unemployment too high, but at the same time they said the situation is not bad enough to warrant another QE right now. In the June 22, 2012 Premium Update we wrote that […]

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Spain Is Supporting This Junior Gold Miner

Spain Is Supporting This Junior Gold Miner

Edgewater Exploration (EDW.V) just recently announced an official arrangement with Kinross on a joint venture on the Enchi Project in Ghana where it was just announced the first NI 43-101 resource estimate containing 750,000 ounces of gold on the project which was above the company’s stated expectations. Enchi appears to be an early stage Chirano Mine which is operated by Kinross and measures about 5 million ounces of gold. Edgewater and Kinross are about to spend $2 million on Enchi to step out drilling to hopefully increase the resource at Enchi. Ghana is an excellent place to operate and explore. Their flagship project in Spain, Corcoesto, is returning better than […]

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Betting On Mining Stocks’ Higher Prices May Not Be Such A Good Idea

Betting On Mining Stocks’ Higher Prices May Not Be Such A Good Idea

All the fundamental factors that have made gold such a stellar investment for the last decade are still intact. Fiat money is still being produced on easy street around the world, which in turn fuels worries about the dwindling purchase power of the currencies; central banks are still accumulating gold; real interest rates are still negative so investors don’t give up any interest rate by investing in gold. However, there are several things that have been affecting gold negatively over the past few months, much to our dismay. One of them is the dollar’s strength against the euro and gold’s recent tendency to move inversely to the dollar and in […]

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Gold & Silver Mining Equity Bargains Abound, But Buy with Care

It may look as if almost any mining stock you see these days is a bargain just waiting to be plucked. While most stocks have seen major drops from their highs and some are showing significant price turns, others have more downside left and a few just won’t make it to the next market peak. Ivan Lo, publisher of The Equedia Weekly Letter, takes both a macro view of market and economic conditions and then carefully studies the specifics of each stock he decides to follow or acquire. In this exclusive interview with The Gold Report, Lo talks about the critical factors that can separate a mega-winner from a rollback candidate and talks about […]

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Precious Metals Summer Doldrums (4)

Precious Metals Summer Doldrums (4)

With gold, silver, and their miners’ stocks drifting listlessly near correction lows, the sentiment in precious-metals land is even more pessimistic than usual. Bears abound while bulls are now an endangered species. But interestingly, demoralizing consolidations are par for the course this time of year. Throughout most of their secular bull, the precious metals have suffered during the summer doldrums. Back in the era of wind-powered tall ships, the doldrums were the name given to the areas of the oceans near the equator where prevailing winds often didn’t exist. These periods of dead calm meant there was no wind for sails, trapping ships for days or even weeks. Many years […]

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HUI to Gold Ratio Dipping Down Towards Undervaluation Levels Once Again

HUI to Gold Ratio Dipping Down Towards Undervaluation Levels Once Again

he breech of the 400 level in the HUI has brought out some further stop-loss related selling as well as fresh shorting by hungry bears in the sector. GoldCorp’s news from yesterday is still impacting the miners in general. That being said, the underperformance of the mining shares against the price of Gold is dropping this important ratio down toward those levels which have been considered as “undervalued” once again. While it is small consolation to mining equity bulls to see the value of their holdings being diminished once again, it does appear that we are entering a region that should engender value based accumulation sooner rather than later. In one […]

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SPX and 2012 Elections 2

SPX and 2012 Elections 2

After the US Supreme Court inexplicably redefined Obamacare to uphold its constitutionality, politics are very much back in the news. And with the all-important US elections only 4 months away, it’s only going to get worse. Interestingly, the state of the US stock markets heading into voting is likely to both predict and heavily influence the outcome. The markets’ impact on Americans’ collective psyche is vast. For most investors and speculators, this is pretty obvious. When the stock markets are up we feel more optimistic about everything, so we tend to spend more. Economists call this the wealth effect. And when the markets are down we feel more anxious and […]

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Miners Are Unlocking China’s Gold

China may be investing billions elsewhere to locate new mineral deposits, but Geologist Noel White believes there are huge discoveries yet to be unearthed within its borders. White, an independent geological consultant with Enargite in Brisbane, Australia, says China’s history and politics have slowed development of its mining at home. In this exclusive interview with The Gold Report, White reveals which companies have boots on the ground and the expertise to make the next big strike in China and South America. Companies mentioned: ASIA NOW RESOURCES CORP. – MINERA IRL LTD. – RIO TINTO The Gold Report: Noel, you’re a geologist with about a 40-year history in mineral exploration. These days, public companies pay […]

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