Category: Metals & Mining
The analysis published under this category are as follows.
Saturday, October 04, 2008
Kerry Smith: Metals & Mining Portfolio Building During Chaotic Times / Commodities / Metals & Mining
By: The_Gold_Report
A veteran analyst, Kerry Smith of Haywood Securities covers a broad range of companies in the mining sector, from juniors to mid-tiers to majors, from explorers and developers to producers, from base to noble metals. In this exclusive interview with The Gold Report , he covers a lot of territory, discussing the outlook for gold, the next stage of sector consolidation and the rough political terrain in some of the world's most resource-abundant geographies. The Gold Report: How should investors play this market, and what's your outlook for commodities, gold in particular?
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Friday, August 01, 2008
Base Metals Bull Markets Impacted by LME Stockpiles / Commodities / Metals & Mining
By: Zeal_LLC
When the base metals bulls began in 2003, few could fathom the wild ride ahead. Fundamentals indeed supported steadily rising prices, but the massive parabolas that unfolded between 2005 and 2007 were amazing to behold. From trough to peak copper, zinc, nickel, lead, and aluminum skyrocketed 475%, 523%, 650%, 829%, and 137% respectively.
This rise of the base metals not only represented yet another powerful breakout within the commodities sector, but a universal acceptance that a global secular commodities bull was upon us. With oil and gold already paving the way, the economic imbalances unfolding in the indispensable metals used in the production of everything structural and mechanical was eye-opening.
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Wednesday, July 30, 2008
Battle for Strategic Control of Zimbabwe's Rich Mineral Treasures / Commodities / Metals & Mining
By: F_William_Engdahl
Robert Mugabe, the President of Zimbabwe, presides over one of the world's richest minerals treasures, the Great Dyke region, which cuts a geological swath across the entire land from northeast to southwest. The real background to the pious concerns of the Bush Administration for human rights in Zimbabwe in the past several years is not Mugabe's possible election fraud or his expropriation of white settler farms. It is the fact that Mr. Mugabe has been quietly doing business, a lot of it, with the one country which has virtually unlimited need of strategic raw materials Zimbabwe can provide— China . Mugabe's Zimbabwe is, along with Sudan, on the central stage of the new war over control of strategic minerals of Africa between Washington and Beijing, with Moscow playing a supporting role in the drama. The stakes are huge. Read full article... Read full article...
Monday, July 07, 2008
Commodities Are Strong, But Which Ones Are the Strongest? / Commodities / Metals & Mining
By: Frank_Holmes
There's been plenty written about how well commodities have performed in recent years.
But do you know which of these commodities have done the best between 1999 and 2007? Do you know which ones have been the brightest stars so far in 2008?
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Friday, June 20, 2008
Metals Market Trend Analysis 2008 to 2009- Part 1 / Commodities / Metals & Mining
By: John_Lee
Oftentimes I talk to investors, even sophisticated ones, and I realize that they treat metals as a group. Particularly in the subset of base metals, most point out the price action of copper and conclude that all base metals are in a raging bull with no signs of slowing down. Close examination of correlation between various metal prices reveals a very different story, as we shall illustrate. (most charts here are from my friends at Kitco.com)
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Tuesday, May 20, 2008
Another Shaft in the Mining Business / Commodities / Metals & Mining
By: Darryl_R_Schoon
Expect the unexpected and you'll end up in therapy, on drugs or enlightened.
For those aware of the impending collapse of debt-based paper money assets, the fact that the majority still have no idea about the magnitude of the approaching danger is unbelievable. What is also unbelievable are the positions some of those people hold.
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Thursday, May 08, 2008
Mining Companies Risk / Companies / Metals & Mining
By: David_Morgan
In last weeks column we discussed some risks associated with the junior mining sector. In this week's article it is important to recognize what has just been reported about mining operations in Venezuela, an article posted on International Business Times yesterday stated, "Hecla Mining's Isidora gold mine is the third operation in just one week in Venezuela's mineral rich Bolivar State to suffer a roadblock. Venezuelan workers have stalled operations of the country's largest gold miner, citing poor working conditions and demanding that President Hugo Chavez nationalize the mine."Read full article... Read full article...
Wednesday, April 16, 2008
Mining Industry Caves in to Fanatical Greens / Politics / Metals & Mining
By: Gerard_Jackson
Nikki Williams, chief executive of the NSW Minerals Council, is a grim example of why public relations exercises always fail against green fanaticism. Her response to the greens' phony claim that mankind is warming the planet is to surrender to these fanatics. ( The Australian , We can bury carbon dioxide forever , 9 March 2008). In other words, run up the white flag and issue yellow-striped jackets to the mining industry's executive. In my not-so humble opinion it's PR personnel who should be buried, preferably after they have been defenestrated.Read full article... Read full article...
Wednesday, April 16, 2008
How to Invest In Precious Metals with $25,000 to $50,000 / InvestorEducation / Metals & Mining
By: Dudley_Baker
My previous article, “ How to ‘Invest' with $5,000 to $10,000 ”, created a lot of interest among investors so we have decided to make this a mini-series of three articles. This current article increases the investment dollars available to be invested in the natural resource sector to the $25,000 to $50,000. The final article with be for investors with $100,000 and more and will be posted next week.Read full article... Read full article...
Wednesday, March 19, 2008
Prepared Speech: IQPC Base Metals Investment Summit 2008 / Commodities / Metals & Mining
By: Mack_Frankfurter
Recently, there was an article in the Financial Times titled: “Plummeting dollar a big headache for pegged currencies.” Between hedge fund margin calls, the Fed's $236 billion plan to boost liquidity, Bear Stearns take-under by JP Morgan, and not least Elliot Spitzer's self-destruction, why focus on this particular back page headline? The reason this article caught our eye is that it focused attention on what we believe is the near-term “end game” within a longer-term era of commodity inflation—in other words, a significant correction of some duration within the context of a long-term secular bull market in commodities. Read full article... Read full article...
Thursday, February 21, 2008
Access to Water of Paramount Importance for Mining Operations / Commodities / Metals & Mining
By: David_Petch
Careful about Moving to Nevada - I have one thread that basically sums up the title for the introduction so please read before continuing further into the article: http://www.physorg.com/news122050436.html . Access to water is essential for mining and nuclear power plants and if Lake Mead continues to decline in volume, the Hoover dam will become a modern day Pyramid…a derelict of the past that had a purpose only to be viewed as a monument of the technical savvy of those that went before them. This event could affect millions of people, so as an aside, avoid purchasing real estate in Vegas because it likely is entering a long-term bear market.Read full article... Read full article...
Sunday, February 17, 2008
Bull Markets in Precious and Industrial Metals / Commodities / Metals & Mining
By: Joe_Nicholson
Those looking for $1k gold continue to be thwarted as the monetary metals have to prove themselves in the short term by taking out key upside levels and invalidating corrective counts. Silver… can extend to 17.40-17.50 before facing significant resistance. At the same time, platinum continued its tear higher on the back of fundamental supply concerns in South Africa and is yet to show signs of letting up.~ Precious Points: Ready, Set, Retrace , February 09, 2008Read full article... Read full article...
Friday, February 08, 2008
Chinese-Alcoa consortium Forces BHP to pay more for Rio Tinto / Companies / Metals & Mining
By: Fat_Prophets
BHP Billiton has upped the ante with respect to its takeover ambitions for Rio Tinto, boosting its previous 3-for-1 share offer to a more reasonable 3.4-for-1. To what extent this increase was influenced by the arrival of the Chinese onto the RIO register remains a mystery, but it must have entered BHP's calculations to some degree. We believe RIO remains in a position of strength with regard to developments and that shareholders should sit tight.
"RIO remains firmly in the driver's seat with respect to the unfolding takeover scenario."
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Friday, February 08, 2008
BHP Billiton Enhanced Bid for Rio Tinto / Companies / Metals & Mining
By: Fat_Prophets
BHP Billiton has enhanced its previous 3-for-1 scrip offer for Rio Tinto, by announcing on the final day before the 'put up of shut up' deadline, a fresh 3.4-for-1 scrip offer. What role the late entry of the Chinese-Alcoa alliance into proceedings had on BHP increasing its offer remains to be seen, but it would seem to have forced BHP's hand to some degree. BHP has also announced a US$6.0 billion interim result for the six months to 31 December 2007, which was broadly in line with market expectations.
"The motive for BHP remains clear - acquisition of Rio Tinto would create a mining company with unparalleled market and pricing influence."
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Thursday, January 31, 2008
Materials and Utilities Investing Themes 2008: A Tale of Two Halves - Part 4 / Commodities / Metals & Mining
By: Hans_Wagner
The beginning of a new year is a good time to make a new assessment of the important investment drivers and themes for the year. If you want to beat the market it is important to understand what is driving the markets and where the best sectors are to find good opportunities. By identifying these factors you will have a solid framework to assess the impact market movements and news events on your investment strategy. This is the fourth of a five part series on the outlook for the 2008 markets. The first part discussed the key drivers ending with a mention of what sectors will benefit and those that will be hurt. This Part discusses the Materials and Utilities sectors. Part 2 discussed Energy and Financials, Part 3 reviewed Technology and Consumer Staples. Part 5 will address Healthcare, Industrials and Consumer Discretionary sectors. Read full article... Read full article...
Sunday, January 13, 2008
Uranium, Gold and Silver Outlook / Commodities / Metals & Mining
By: Merv_Burak
Well, gold has now made it to a new all time intra-day high. Again, so what? Momentum and volume activity are still lagging. Go with the flow but keep your protective options at the ready.
URANIUM
By all news accounts uranium is much in demand these days. In fact, uranium is supposed to be in greater and greater demand over the next many years as more and more nuclear plants in China and elsewhere come on steam. But it seems that after a sharp run-up over the past few years uranium and uranium stocks just can't seem to get any more steam for further advancement. Were they so overpriced that they are now destined not to go anywhere for some time, until the usage increases significantly?
Friday, December 28, 2007
Base Metals 2008 Trend Determined by LME Stock Piles - Copper, Zinc, Nickel, Lead and Aluminum / Commodities / Metals & Mining
By: Zeal_LLC
From their lows in the early 2000s, base metals prices have soared to achieve highs in the last couple years that many would have thought unheard of. Traders that were long in both the futures and the stocks of the mining companies that bring these metals to market have seen legendary gains.
This rapid appreciation of base metals prices has been undergirded by rock-solid fundamentals. Asia 's modernization and industrialization is commanding massive commodities inflows. And to support its insatiable appetite for base metals in particular, an economic imbalance has crept into these markets that has simply caught the world off guard. These industrial metals that go into the infrastructural and mechanical web of global growth have seen supply greatly lag fast-rising demand.
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Tuesday, December 18, 2007
Metals Strong on Supply Demand Fundementals / Commodities / Metals & Mining
By: Gold_Investments
Gold was up $1.50 to $794.50 per ounce in New York yesterday and silver was unchanged at $13.81 per ounce. Gold was flat in Asia but has since rallied in Europe and the London AM Fix was at $796.25.Read full article... Read full article...
Wednesday, December 05, 2007
US Economy Hurting, Days of Cheap Resources Coming To an End / Commodities / Metals & Mining
By: David_Vaughn
The well known and respected Gartman Letter remains “steadfastly bullish” on gold. The seasons are bearing down on us. Thanksgiving is now over a week behind us. Christmas is just around the corner and then we have a whole new year to follow these events in repetition. Gold appears to have very strong resistance around 790, but I doubt it will remain in that range for very long. The next major resistance for gold appears to be around 815. And when 815 – 825 is crossed we will probably observe gold making new highs. Always remember its 2 steps forward then 1 step back. I can live with those statistics.Read full article... Read full article...
Wednesday, November 21, 2007
Commodities Supercycle Metals and Mining's Merger Mania! / Commodities / Metals & Mining
By: Money_and_Markets
Sean Brodrick writes:Australian mining giant BHP Billiton's stunning $149 billion bid for rival Rio Tinto — a combination that would control more than one-third of the world's iron sales — shows what we'll likely see in natural resources for at least the next 12 to 18 months — merger and acquisition activity escalating into a frenzy.
Already, a five-year rally in metals prices has spurred more than 1,448 takeover offers in the mining industry (with a value of about $185.7 billion) in just the past 12 months!
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