-
By Alec Gimurtu |
May 16, 2013
Not all shale plays are created equal, and one in particular is bucking the trend with robust economics and company share prices that show it. But is it too late to buy in?
-
By Alec Gimurtu |
April 11, 2013
West Africa is unknown to many investors but it has a long history of mining, good infrastructure, favorable geography, many active producers and huge potential.
-
By Alec Gimurtu |
March 26, 2013
Jordan Roy-Byrne was able to achieve some marked success in last year's choppy market by buying growth-oriented producers. After the broader market tops out, he is watching for the same stocks to outperform again.
-
By Alec Gimurtu |
February 26, 2013
Most investors have a tough time standing apart from the crowd. That's why Jeb Handwerger says, "To be successful in the market, 99% of the people have to think you're wrong."
-
By Alec Gimurtu |
January 17, 2013
Gold junior investors might feel as if they live in the movie "Groundhog Day," but the undervaluation cycle will eventually be broken. Is the junior golds' spring around the corner?
-
By Alec Gimurtu |
January 16, 2013
David Skarica, founder of Addicted to Profits, says another — bigger — graphite bubble is likely on its way. He compares the graphite space to the rare earth and uranium arenas.
-
By Alec Gimurtu |
January 10, 2013
Violent strikes and supply disruptions in South Africa put platinum in the headlines last year, and the metal spent 2012 selling at a discount to gold. Is a platinum discount the new normal? How will the market shift in the labor strike fallout?
-
By Alec Gimurtu |
September 26, 2012
Parallels between graphite and lithium are superficial, insists the analyst with Industrial Minerals. Graphite, unlike lithium, supplies layers of demand, with reliable end-users in the steel industry. Meanwhile, China is making way for market entrants.
-
By Alec Gimurtu |
June 20, 2012
There is no single rare earth element market. Instead, the rare earth universe is made up of four or five distinct "critical rare earth" markets. The Institute for the Analysis of Global Security Senior Fellow explains how investors can play a crucial role in building a supply chain.
-
By Alec Gimurtu |
June 6, 2012
The Alliance LLC vice president doesn't believe everything he reads from manufacturers claiming they can swap out rare earth elements for cheaper, more accessible materials and miners insisting they can fill every gap in the rare earth supply chain.