The Gold Report: The Indaba Mining Conference in Cape Town, South Africa, is an ideal spot to take the pulse of the global mining business. You were there in February. What did you learn that could benefit mining equity investors? Nana Sangmuah: The key takeaway is that exploration has left the scene and it’s no […]
Hitting the High Notes of African Resource M&A: Nana Sangmuah Read More »
The Gold Report: The metal mining sector is undergoing many of the same types of issues as the energy sector. What is your candid assessment of the near future for gold, silver and the base metals? Etienne Moshevich: My outlook for the sector is very similar to that of the overall energy market—the world needs
How to Position Your Portfolio for the Coming Gold Upturn: AlphaStox’s Etienne Moshevich Read More »
The Mining Report: In early January on your Technology Metals Research blog you wrote, “China is still as much in charge of its rare earth elements (REE) supply as it ever was,” after China abolished export quotas in favor of an export licensing system. What is the Chinese government’s goal here? Gareth Hatch: It’s twofold.
Gareth Hatch: New REE Export Rules Inside China Level the International Playing Field Read More »
The Gold Report: The U.S. dollar is worth about CA$1.20. In percentage terms, how is that translating to the margins of Canadian precious metals producers? Philip Ker: Margins are obviously a function of revenues minus costs. Our model currently uses $1,250 per ounce ($1,250/oz) gold and a $0.90 or CA$1.11 exchange rate. This means we’re
Why Miners with Positive Cash Flow Deserve Your Attention: Philip Ker Read More »
The Gold Report: The beginning of 2015 has been volatile for global currencies, not the least of which was the Swiss National Bank removing its cap on the franc versus the euro. What precipitated that and what does it mean for the Swiss franc versus other currencies going forward? John Mauldin: The Swiss National Bank
The Gold Report: In mid-January the Chinese stock market plunged almost 10% and the world barely blinked. You spend a lot of time looking at China and how that market influences the gold price. What are your thoughts on China’s massive market correction as it pertains to gold? Brien Lundin: I don’t think the performance
Brien Lundin Plays the M&A Game Read More »