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Dundee Capital Markets’ Matt O’Keefe Calls Out Seven Mining Rerating Opportunities

Matthew O’Keefe, vice president and senior analyst with Dundee Capital Markets, says big gains—50% or greater—in mining equities can come when stocks get rerated. That typically happens when explorers make a significant discovery, developers turn into producers, and producers become even bigger producers. In this interview with The Gold Report, O’Keefe discusses two companies developing

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Is There a Bright Spot in Commodities? Ask Paul Renken

Demand for commodities is in the doldrums, but the fundamentals of uranium and lithium are favorable when compared with other materials, says Paul Renken, mining analyst for VSA Capital Ltd. In this interview with The Energy Report, Renken notes that rising demand for batteries will soon exert pressure on lithium production capacity and that well-placed

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PearTree Securities’ Eric Lemieux Enumerates Québec Companies with Cash and Catalysts

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

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Six Mining Companies that Pass Craton Capital’s Shareholder-Centric Filter

From his perch in Johannesburg, Swiss-born Craton Capital Fund Advisor Markus Bachmann has been watching the metals price and cost cycles, and he has some good news. The days of mining company managements using shareholders to support their lifestyle may be nearing an end. He is seeing more companies run like a business, throwing off

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With KSM Permits in Hand, Seabridge Is Now Set to Leverage the Coming Bull Market in Gold

With Proven and Probable reserves of 38 million ounces of gold and 10 billion pounds of copper, the potential of Seabridge Gold’s KSM project in British Columbia has long been sky-high. In this interview with The Gold Report, Chairman/CEO Rudi Fronk explains that his company has always maximized its leverage to the price of gold.

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Marin Katusa’s Transformative Vision of a Post-Fission/Denison Merger Uranium World

Investors have spoken, and they said they don’t want a merger of Fission Uranium and Denison Mines. In this interview with The Energy Report, Marin Katusa, founder of Katusa Research, shares his insight on why Fission investors rejected the deal and where he is finding value in the uranium and oil sector today. The Energy

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