The Mining Report: Over the last 30 years you’ve been involved in a number of natural resource mining companies as an executive officer, board member and/or investor in your position as managing director at Clarion Finanz, including some controversial projects that made headlines both when they did well and when they failed. Has the […]
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 10th Man: The Anthropology of Finance By Jared Dillian When I was 11, my grandmother liked to hang out in Bee Bee’s Dairy and smoke cigarettes and drink coffee. The air quality in that place was like modern-day Beijing, with all these old people smoking and shooting the breeze. I used to get ice
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The Most Likely Stocks to Give You Vertical Profits By Casey Research “This is a historical opportunity,” says Pierre Lassonde, co-founder and chairman of gold royalty company Franco-Nevada. Right now, gold stocks are so beaten down and undervalued that they have nowhere to go but up. And once the gold market rallies again, the best
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The Energy Report: Please give us your overview of the oil and gas markets. Steve Palmer: Right now, there is a supply/demand imbalance: Too much supply for both gas and oil. The imbalance has created downward pressure on the price of both commodities. Investor sentiment is quite negative in the space, which is shortsighted. TER:
The Energy Report: Please give us your overview of the oil and gas markets. Steve Palmer: Right now, there is a supply/demand imbalance: Too much supply for both gas and oil. The imbalance has created downward pressure on the price of both commodities. Investor sentiment is quite negative in the space, which is shortsighted. TER:
What Top Hedge Fund Managers Really Think About Gold By Jeff Clark, Senior Precious Metals Analyst In the January BIG GOLD, I interviewed a plethora of experts on their views about gold for this year. The issue was so popular that we decided to republish a portion of the edition here. Given their level of
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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 »
Tesla: Bonfire of the Money Printers’ Vanities By David Stockman, Former Director of the Office of Management and Budget David Stockman needs no introduction, but I’ll give him one anyway. He’s a former US Congressman who, upon assuming responsibility as Ronald Reagan’s budget director in 1981, became the youngest presidential cabinet member of the 20th
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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 »
