Category: Metals & Mining
The analysis published under this category are as follows.
Tuesday, December 22, 2009
Brent Cook on Successful Metals and Mining Exploration Investing / Commodities / Metals & Mining
By: The_Gold_Report
No drill results? No worries. Good geology, good management, a good cash position and a good stock price are good enough to coax renowned exploration analyst (and geologist) Brent Cook into buying junior prospect generators and explorers. He finds his sweet spot being near the top of the batting order. If he waits for drill results to confirm what he expects them to reveal, he may miss the best time to buy. With year-over-year returns on his Exploration Insights portfolio averaging 80%—and one superstar at 10 times that!—Brent's clearly hit a few homers with his strategy. But in this exclusive interview, he cautions Gold Report readers against believing everything you read and hear. He says, "It's really, really critical to evaluate what a company's telling you."
Wednesday, December 16, 2009
Essential Trading Tips for the Junior Mining Shares Investing / Commodities / Metals & Mining
By: Dudley_Baker
We suggest that investors be aware of the high risk of investing in this sector as well as the spectacular potential rewards. Investors are encouraged to focus on companies with excellent management, excellent properties and cash in the bank. This will greatly increase our chances of success along with learning the trading tips which follows.
Friday, December 11, 2009
Safeguarding Our Future Supply of Rare Earth Metals / Commodities / Metals & Mining
By: The_Gold_Report
"Price may not be as important as security of supply," says Jack Lifton, an independent consultant with more than 45 years of experience in sourcing nonferrous strategic metals. In the U.S., our dependence on rare metals is undermined by the simple fact that we're not producing any. Given that China now controls 95% of these 'technology metals' and the world is projected to eat 200,000 tons of rare earth metals near 2015, Jack tells The Gold Report we need to jumpstart our own domestic supply chain and, more importantly, build the refineries to process them—rather than sending them to China for refining, which is our only option currently.
Tuesday, December 08, 2009
Q&A with Eric Coffin on Gold and Base Metals Exploration Companies / Commodities / Metals & Mining
By: HRA_Advisory
I recently had a chance to talk to Eric Coffin, who, along with his brother David, produces the HRA (Hard Rock Analyst) Advisories. Eric, Dave and I have been friends for 15 years and we run into each other several times a year at conferences we all speak at. I’ve talked about some of the companies we both follow in the past few months and wanted to get some more information from “the horse’s mouth.”
Monday, November 30, 2009
If the U.S. Eonomy Weakens Again, What Happens to Gold and Base Metals? / Commodities / Metals & Mining
By: HRA_Advisory
The announcement of a surprisingly large US trade deficit for September had some assuming the US consumer is back in a buying mood. Alas, the much watched Michigan consumer confidence index for November quickly followed, and it is off a large 4.6 points, from 70.6 in October to 66.0 now. The import gains were largely for crude oil, and there was some gain from the “declunkering” auto sector. Even in weak markets there will periods of restocking that have to be figured into single bits of data. Before Friday was done inventory levels for crude came out that were full enough to knock its price back from recent highs.
Friday, November 27, 2009
Contaminated Mining Environments: It's Better to be Green / Commodities / Metals & Mining
By: Richard_Mills
Waste Rock and Tailings -
When a mining company wants to dig up specific minerals, it has to remove rock from the earth to do so. Any rock removed that does not contain economic amounts of the wanted mineral is called waste rock. Mining companies put this waste rock in piles called “dumps.”
Monday, November 23, 2009
Two Nickel Explorers / Commodities / Metals & Mining
By: Richard_Mills
As a general rule, the most successful man in life is the man who has the best information
It wasn't so long ago that the base metals were some of the most rewarding markets to be involved in during this commodities bull market. That of course changed drastically when all the base metals were subjected to very large price drops late in 2008.
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Sunday, November 22, 2009
Hunting for Golden Resource Elephants in Chile / Commodities / Metals & Mining
By: Sean_Brodrick
Chile is prime hunting ground for “elephants” — large, undiscovered deposits of all sorts of minerals — copper, gold, silver and more. And last week, I visited this supermodel-skinny country, which is 4,022 miles long and an average width of only 100 miles across, on the trail of one of the world’s great undeveloped gold deposits.
Monday, November 09, 2009
Volume Telling the Tale for Metals and Resource Stocks / Commodities / Metals & Mining
By: HRA_Advisory
India’s central bank taking 200 tonnes (6.4 million oz) of gold from the IMF in an off market trade has certainly lit a fire under the yellow metal. While a trade of that nature was anticipated, India, which is about the savviest of commercial gold players, was not atop the expected buyers’ list. Given the greenback was steady and that gold’s chart went near vertical when the overnight rumor became official, it is likely that the big long position that came into the market forced some covering on the short side. Is this more than a spike? Read full article... Read full article...
Wednesday, November 04, 2009
Junior Mining Stock Market Orders, Stink Bids - What, Why and How…. / Commodities / Metals & Mining
By: Dudley_Baker
I’m sure you have heard of this term, ‘stink bids’. They are but one way of insuring a low entry price in some of your favorite junior mining companies.
Whenever I hear the term I always think of Doug Casey, Casey Research which is where I recall learning about them years ago.
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Friday, October 30, 2009
Copper the Bellwether Base Metal Bull Market Marches On / Commodities / Metals & Mining
By: Zeal_LLC
Though not the most exciting of the earth’s minerals, the bellwether base metal has wrangled up a following. Since the beginning of copper’s powerful bull run, that took out all-time highs in 2005, this metal has made a place for itself on headline business-channel tickers and in everyday trader talk.
Monday, October 19, 2009
Copper Bulls Stay Sidelined, Downside Risk Remains / Commodities / Metals & Mining
By: Seven_Days_Ahead
The 2009 bull run ran out of steam in August, with price action turning consolidative. After an initial negative sign the bears have been reluctant to follow through, but downside risk stays present.
Friday, October 09, 2009
Mickey Fulp: Rare Earth Metals Are 'Flavor of the Year' / Commodities / Metals & Mining
By: The_Energy_Report
Shifting gears from gold to energy, Mercenary Geologist Mickey Fulp focuses on the latest rage: rare earth elements (REEs). In this exclusive interview with The Energy Report, Mickey discusses China's monopoly on REEs and the resultant shock waves still rocking Western industrialized countries and Japan. While fear of China protectionism looms, Mickey sees plenty of opportunity in "cream-of-the-crop North American companies" that are presently undervalued.
Tuesday, October 06, 2009
Steve Parsons Takes a Shine to Copper / Commodities / Metals & Mining
By: The_Gold_Report
Consumption, speculation and growing demand by emerging economies add up to a rather rosy outlook for copper, says Steve Parsons, Senior Research Analyst for Wellington West Capital Markets. In this exclusive Gold Report interview, Steve explains how investors might capitalize on a theme that's picking up momentum on the copper concentrate side of the industry. He also sheds some light on a great copper story that's unfolding on the northern shore of Lake Superior in northeastern Minnesota, not far from the Ontario border.
Monday, October 05, 2009
Ivanhoe Deal in Mongolia Vindicates Friedland / Commodities / Metals & Mining
By: Midas_Letter
It wasn't that long ago that Forbes Magazine, a widely read yet thinly fact-checked business tabloid, launched a campaign to discredit Robert Friedland and Ivanhoe Mines (TSX:IVN). Indeed, Friedland has been targeted by most of the mainstream media in Canada and the U.S., prompting Ivanhoe to issue news releases attempting to set straight the facts on a nearly continuos basis.
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Saturday, October 03, 2009
Why All the Fuss Over Rare Earth Metals? / Commodities / Metals & Mining
By: Doug_Horning
Doug Hornig Senior Editor of Casey’s International Speculator writes: Rare earth elements (REEs) have been the mystery metals of the mining world for years. Now, suddenly, everyone’s heard about them.
Friday, October 02, 2009
Base Metals Stocks Bull Market / Commodities / Metals & Mining
By: Zeal_LLC
The base metals markets have been some of the most exciting to trade in this commodities bull. From trough to peak, copper, zinc, nickel, lead, and aluminum have seen staggering gains of 575%, 537%, 1124%, 888%, and 163%! Naturally, gains of this magnitude have made the mining of these metals an incredibly lucrative business.
Friday, September 25, 2009
Lithium Leading the Charge in Automotive and Electronics Batteries / Commodities / Metals & Mining
By: The_Gold_Report
One of these days, pent-up demand for new cars and growing concern about the carbon footprint associated with driving vehicles powered by traditional internal combustion engines will fuel tremendous demand for lithium, a development sure to spark greater investor interest, as well. A staple in batteries for hybrids and all-electric vehicles on the road and on the drawing boards, lithium is becoming a darling among hot commodities. As one of the few of his ilk on the planet, Jon Hykawy is also in considerable demand these days. The Gold Report caught up with Jon in Buenos Aires, where he—as Byron Capital Markets' recently appointed lithium analyst—is checking out facilities in Argentina, the world's second-largest (behind Chile) lithium-producing country, to talk about his favorite subject.
Friday, September 25, 2009
Copper Panic and Recovery / Commodities / Metals & Mining
By: Zeal_LLC
Although copper is not the largest base-metal market (aluminum is way bigger), nor the most valuable of the primary base metals (nickel is worth several times more per pound), it is still arguably the most important base metal. As the base metal of choice for investors and speculators, copper’s price offers great insights into how traders view the global economic outlook.
Wednesday, September 16, 2009
Pro-Copper Investment Crowd Grows / Commodities / Metals & Mining
By: The_Gold_Report
Corporate development strategist and consultant Gianni Kovacevic, back with The Gold Report for the second time this year, still takes a shine to copper—but he has a lot more company now than he did in April. As copper climbs, the Monday morning quarterbacks are changing their tune. Also a fan of molybdenum, which is often a significant byproduct of copper mining, Gianni says it does more than fortify steel for pipelines, vehicles and beams. He calls it the "glue" of any growing economy.