Category: Metals & Mining
The analysis published under this category are as follows.
Friday, November 02, 2007
Major Base Metals, Copper, Zinc, Nickel, Lead and Aluminum, Are All in the Midst of Spectacular Secular Bull Markets / Commodities / Metals & Mining
By: Zeal_LLC
The global commodities bull has sure been flexing its muscles in recent years. And this is a result of our growing world's insatiable demand for the hard commodities that feed widespread industrialization and modernization. Since these commodities are finite in nature, an economic imbalance has emerged that has showcased incredible market activity.
Supply has simply not been able to keep up with fast-growing demand. And when you have more capital chasing after fewer goods, prices are naturally going to rise. The industrial metals or base metals that are indispensably used in virtually every aspect of physical infrastructure, from structural to mechanical, have displayed this basic economic principle to the highest degree.
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Thursday, October 25, 2007
Filtering the Opportunities and Location of Mining Properties / Commodities / Metals & Mining
By: Dudley_Baker
There are literally no geographical boundaries for companies in search of natural resources. Nearly every country from the United States , Peru , Ecuador , Brazil , Argentina , Venezuela , China , Turkey , Mexico and even under the ocean floor, offer the potential for incredible opportunities.Read full article... Read full article...
Thursday, August 23, 2007
Phase II of the Natural Resources Boom Is About to Burst onto the Scene / Commodities / Metals & Mining
By: Money_and_Markets
Larry Edelson writes : Is it ugly out there in the markets or what? Unfortunately, things are likely to get worse before they get any better.
The good news is that I also see a massive profit opportunity coming directly ahead. More on that in a moment.
First, you need to understand what's happening right now …
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Wednesday, August 22, 2007
Gold Recovers Early Dip; China 's Copper Demand Doubles in 12 Months / Commodities / Metals & Mining
By: Adrian_Ash
SPOT GOLD PRICES recovered an overnight dip early Wednesday, regaining the previous night's US close after recording an AM Fix in London of $657.15 per ounce.
"The credit worries are not over and the [gold] market will not really have much clue what the true credit liquidity dynamics are for some time," says metals analyst Michael Jansen at J.P.Morgan.
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Wednesday, August 15, 2007
Investing in the Melting Tundra / Stock-Markets / Metals & Mining
By: Money_and_Markets
Sean Brodrick writes: On Sunday, I arrived in Yellowknife — a town steeped in rich gold mining history. I had a lot of time to reflect on that history as I took a long walk through town.
Why was I out in the brisk, sub-arctic August weather? Because my cab driver brought me to the wrong hotel from the airport. I didn't discover this until after he had driven off. I tipped him well, too!
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Tuesday, August 07, 2007
Metals and Mining Investing and Alternative Strategies / Commodities / Metals & Mining
By: Dudley_Baker
We are of the opinion, based upon our research and the opinions of numerous analysts we respect and follow, that an incredible move to the upside in the shares of natural resources is right around the corner. We may still have some work to do from a technical and timing standpoint for the next few weeks, but we suggest investors should be preparing for this event.
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Tuesday, July 31, 2007
Canadian Junior Mining Shares Ripe For The Picking / Commodities / Metals & Mining
By: Captain_Hook
The opportunities in Canadian junior mining shares has never been better. And now is the time to get in before prices skyrocket higher in my opinion. As mentioned the other day in pointing out the precious metals sector is turning higher, when the Canadian $ heads over parity against the Greenback, American investors will be looking for a home for excess cash they wish to hold in Loonies. And as they work their way down the food chain, eventually they will arrive at junior mining shares, a group that has been all but forgotten by the institutional types because either company or trading characteristics don't meet desired models at this time. That is to say the shares are in the pennies, generally illiquid, and have been heading in the wrong direction (down) for some time now, a characteristic set definitely outside of the desired formula most momentum chasing behemoths (hedge funds) are chasing these days.
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Wednesday, June 27, 2007
Stainless Steel Crossover Drives Manganese Prices Higher / Commodities / Metals & Mining
By: James_Finch
By James Finch and Ken Reser: Although manganese is the fourth most heavily consumed metal – behind iron, aluminum and copper, most investors have failed to observe the dramatic bull market in manganese which began unfolding this past spring.About 34 million tons of manganese ore were mined in 2006.
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Wednesday, June 20, 2007
Commodities are For Crafty Not Crazy Investors / Commodities / Metals & Mining
By: Dudley_Baker
Remember my 'Crazy Like A Fox' subscriber? (See my previous articles entitled, “A Crazy Man's Rant or Right On” and “Crazy Man's Rant – He's Crazy Life A Fox”). He continues (like many of us) to be a proponent of investing in commodities and gold, silver, uranium, oil and gas in particular and he continues to prosper. Many people have wondered how he has been so successful so I asked him recently. Below are a few comments regarding his approach to investing both in the past, now and the foreseeable future.Read full article... Read full article...
Monday, June 18, 2007
Vast Untapped Riches in the Rainforests / Stock-Markets / Metals & Mining
By: Money_and_Markets
Martin Weiss writes: I've just returned from Hispaniola, after a few days by its serene seashores and a visit to its lush rainforests.
The island, shared by the Dominican Republic and Haiti, was discovered by Columbus on his very first voyage to the Americas in 1492.
And earlier this year, Money and Markets' Sean Brodrick was also there, trekking along the border area with Haiti. That's where Falconbridge of Canada has been mining nickel for almost 25 years and where other major companies — like Placer Dome and Gold Fields of South Africa — also have mining operations.
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Thursday, June 07, 2007
Gold looking great! Plus Titanium another Hot Market! / Commodities / Metals & Mining
By: Money_and_Markets
Larry Edelson writes: Gold's looking great! After a brief pullback earlier last week, the yellow metal jumped almost $10 an ounce to well above its recent strong uptrend line that dates back to October of last year.
And while gold's not out of the woods yet, my indicators tell me that once it closes above $682 — a new leg up will begin, and gold will soar to new record highs, well above $732 an ounce, and probably over $800!
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Thursday, June 07, 2007
Gold, Uranium and Nickel Poised for Blast-Off! / Commodities / Metals & Mining
By: Money_and_Markets
Sean Brodrick writes A funny thing is happening on the way to the next U.S. recession — the rest of the world is forgetting to come along.
Sure, the U.S. economy may be slowing down precipitously — gross domestic product expansion was just revised down to 0.6% for the first quarter. But the global economy is expected to grow at a 4.7% pace in 2007, and may accelerate in 2008.
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Friday, June 01, 2007
Copper Long-Term Bull Market - 2 / Commodities / Metals & Mining
By: Zeal_LLC
Scott Wright writes : Five years into its amazing bull market, the king of the base metals continues to hold strong through a renewed onslaught of adversity. After an exciting 2006 that saw copper shatter all-time highs, this red metal continues to trade at levels that most thought improbable several years ago.
Copper's success has given it quality time in the spotlight which has ultimately garnered it increasing mainstream attention. Even on CNBC when headline metals quotes are periodically displayed, copper now shares real estate with gold and silver. But is the fame and fortune that copper had thrust upon it sustainable?
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Saturday, May 19, 2007
Gold Spooked by IMF Sales Speculation - Gold Stock Valuations 4 / Commodities / Metals & Mining
By: Zeal_LLC
This week the International Monetary Fund, which has long commanded the world's third largest official holding of gold bullion, once again made some noise about selling 400 tonnes of its gold. Such a sale would represent about an eighth of the IMF's total holdings, and as usual such tidings spooked the markets.
So far in its secular bull, gold has climbed 181% higher since April 2001. Interestingly, the IMF has been periodically announcing that it is considering gold bullion sales over the majority of this entire six-year span. The recurring threat of IMF gold sales is just another brick in the great wall of worries that gold has handily overcome.
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Thursday, May 17, 2007
The Bubbling Metals : Zinc, Copper, Aluminium, Uranium Silver and Gold / Commodities / Metals & Mining
By: Aden_Forecast
The metals have been on a tear. The base metals have been rising sharply with several hitting new highs. Whether it's nickel, lead, copper, zinc or aluminum, they've all risen sharply while platinum soared to record highs. And it's not just the metals, the entire gold universe has been hot. Uranium continues to defy gravity as it jumped well above $100, while crude oil sits above the $60 level.
The stock market has been hot too. It's been getting most of the publicity as it keeps hitting record highs. And while the stock market is indeed bullish, over the past eight years the Dow Industrials is still down 58% compared to gold. So the percentage gains have simply been better in gold and the other metals.
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Wednesday, May 09, 2007
Mining Merger Mania : Say it Three Times Fast / Commodities / Metals & Mining
By: Michael_K_Dawson
I was shocked last week when I read a report from Merrill Lynch stating that BHP Billiton could possibly be a target of a private equity bid. BHP Billiton is the largest mining company in the world. I have always envisioned it as the acquirer not the acquiree. However, with so much money at stake - anything is possible.Read full article... Read full article...
Wednesday, May 09, 2007
Global Economic Growth Outlook and Gold / Commodities / Metals & Mining
By: Neil_Charnock
It should be of some interest to the global investment community, in particular those that make money from the commodities boom and gold. I am referring to the performance of the global Resource Bourse - the ASX… because it is more heavily weighted in resource stocks than any other national stock market. Well that and banks too, very top heavy with BHP and RIO and some larger commodity producers.
This is a land of giant nuggets, massive mineralized belts and a disproportionate amount of mining activity, 3 rd highest global gold producer at present. See the chart below as an indicator, the ASX is booming and we enjoy a world class sovereign risk rating.
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Friday, April 27, 2007
Base Metals Stockpiles and Prices 2 / Commodities / Metals & Mining
By: Zeal_LLC
Just a few years ago, the majority of stock traders were oblivious to the excitement that base metals had to offer commodities stocks. Futures traders hustled and bustled to make a buck in their familiar base metals marketplace, yet not even they were aware of the eruption of capital that would eventually take these markets by storm.
Today the London Metal Exchange (LME), the world's largest non-ferrous metals exchange, manages over $10 billion of traded contracts each day with well over $2 trillion worth turned over annually. These are numbers that the LME says have increased by tenfold in the last 15 or so years. And it expects another double in the next three to five years.
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Monday, April 23, 2007
Mexico lures junior miners; investors encouraged to take another look / Companies / Metals & Mining
By: Harold_Leishman
As a venture capital broker, active in the resource market, I look worldwide for the best opportunities for my risk tolerant clients. One country that keeps coming to my attention is Mexico . Junior resource companies grow and create shareholder value by discovering and developing mineral deposits, ideally ones rich enough to attract the attention of acquisition-minded senior producers. Some juniors aspire to become producers by reviving historic mines or partially developed projects with near-term production potential.
Many of these companies have found that Mexico is one of the best places in the world to pursue their goals. It offers many advantages — vast geological potential, a favorable investment climate, and an enduring mining tradition.
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Monday, April 16, 2007
Misguided worldview! Overlooked boom! Iron Ore / Companies / Metals & Mining
By: Money_and_Markets
Martin Weiss writes : Before he passed away, Dad and I often got away from the office, compared Big-Picture numbers of the global economy, and sometimes questioned the prevailing worldview.
Our conclusion: Probably since the Renaissance and certainly since the Industrial Revolution, the worldview of the West placed Europeans and their descendants at the top; Asia and its peoples near the bottom.
But in the real world, that image is upside down.
Just in terms of population, Asia dominates the globe — with an amazing 61% of all the people on the planet.
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