Interviews

When the metals markets tumbled in mid-April, The Gold Report reached out to “the original investor bug” and author of The Dines Letter, James Dines, for perspective. He predicted a crash in commodity prices two years ago based on his analysis of a weak Chinese economy. Next, he says, will be a bond market bust once interest rates start

Market volatility sets the stage for price upswings as well as dips, according to Michael Gray, equities analyst of Macquarie Capital Markets, and the recent gold price drop should be seen as a “pause” in the bull market.

Killian Charles, an analyst with Industrial Alliance in Montreal, isn’t too concerned if the gold price hits $1,300 an ounce or even $1,000. He’s more concerned with the gold breaking point. How low can the gold price go without breaking a project?

The recent fall in precious metals prices has investors on edge. Many precious metals equities were hurting even before the latest precious metals drop. In this interview with The Gold Report, Peter Rose, head of mining research with Fox-Davies Capital Ltd. in London, provides a European perspective.

In this podcast discussion with Ellis Martin, Dudley Baker talks about his recent trip to one of the country’s most foremost mining schools, University of Texas El Paso (UTEP) where he sat in on one of his son’s classes on the economics and business of mining.

A dearth of financing is culling the junior mining herd. Who will be left? Philip Ker, a mining analyst with PI Financial in Toronto, believes cash-flow generators in safe jurisdictions will continue to perform in this market.

Adrian Day, founder of Adrian Day Asset Management, finds royalty plays some of the cleanest, least risky ways to invest in precious metals. Royalties also offer high margins and the benefit of exposure to exploration.

Haywood Securities Managing Director Kevin Campbell is concerned by all the negative talk about the state of junior mining.