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By Sally Lowder |
May 8, 2013
Copper and nickel are two metals modern society cannot get enough of, but there is not enough to go around, says Rick Mills. He sees a revolution in the making, and its name is anorthosite.
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By Sally Lowder |
April 16, 2013
It looks bad for precious metals. Gold prices have fallen hard. But all is not lost. In this interview, Rick Mills points to the fundamentals of silver and the opportunities for stock pickers willing to invest in small bites and wait out the inevitable market ups and downs.
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By Sally Lowder |
March 20, 2013
For resource expert Joachim Berlenbach copper is shining brighter than gold — he even does some back-of-the-envelope calculations to show how global development could create a serious supply bottleneck.
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By Sally Lowder |
March 19, 2013
Robert Cohen has been kicking up dust at conferences and in board rooms with his "revolutionary and simple" idea that gold mining companies should hold gold on their balance sheets and use gold-based loans.
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By Sally Lowder |
February 21, 2013
According to the calendar, it is still winter and gold markets still face some tough sledding, says Jay Taylor, host of the radio show "Turning Hard Times into Good Times." Big investors are leaving the market and small investors hesitate to reenter.
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By Sally Lowder |
December 5, 2012
When it comes to supply and demand dynamics, Aheadoftheherd.com Publisher Rick Mills does his own math. China may make a show of its alleged copper surplus and Germany may downplay its need for efficient energy sources, but Mills foresees demand spikes.
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By Sally Lowder |
December 4, 2012
The head of Aheadoftheherd.com isn't looking for huge producers with so much overhead that they can't profitably mine an ounce of gold. Instead, Mills seeks out the smaller mines with low capital costs. That's where the money will be made in the next two years, he says.
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By Sally Lowder |
October 23, 2012
Gold equities are in competition with gold ETFs for shareholder dollars. The Goldman Sachs managing director discusses steps gold companies must take to pull investors back from ETFs and shares an outlook for the gold price over the next year or so.
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By Sally Lowder |
October 12, 2012
Tungsten and fluorspar may sound like dry subjects, but the Jennings Capital analyst makes them positively magical. The two critical materials parallel the rare earths investment thesis, but Chernin's picks are more than a bet on shifting Chinese policy.
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By Sally Lowder |
September 13, 2012
In the next few weeks, China's government will begin stockpiling roughly ¥6B worth of rare earth elements. Does this mean a price floor is imminent? That's what the Asian Metal analyst expects, noting that price decline rates are already tapering off.