Clive Johnson is a big, fast-talking ex-rugby player and one of Canada’s best gold mining executives. The 56-year-old has built back-to-back multi-billion-dollar gold companies. His latest, B2Gold Corp., is one of the few gold producers to have delivered for investors over the past five years.
Adrian Day is finding that the glass is definitely half full these days. In this interview, Day is downright exuberant on gold stocks and discusses royalty companies, prospect generators, majors and juniors that can mitigate risk.
While white metal miners face a variety of challenges, there is an increasing demand for platinum and palladium from vehicle manufacturers in the U.S. and China. And supplies of the hard-to-find metal are vanishing day by day.
The global rally for gold underway since late June will soon translate to juniors, says Brien Lundin. With so many undervalued companies in safe North American jurisdictions, he sees no reason to add sovereign risk to a portfolio.
If you want the most bang for your buck, quality E&P micro caps are the way to go. At least that's the opinion of Analyst Phil Juskowicz of Casimir Capital, an early follower of a company that ended up discovering the Barnett Shale.
Just recently, potash stocks took a big hit across-the-board with the announcement that Russia has decided it may significantly undercut the current price floor of around $400 a tonne for potash by 25% or more. Why is this and what does it mean for the global potash industry?
Analysts at Mackie Research Capital crunched the data to stress test which junior miners would thrive, survive or die at $1,000/oz gold and $18/oz silver. In this interview, Barry Allan delves into details on some of those companies.
South Africa, platinum mining giant, is about to fall off the investment map, says Dave Forest. Until the country sorts out its labor politics, there is a real need to establish alternative sources of platinum group metals, vanadium and manganese.
It seems that everybody is talking about the yellow metal and wondering where the next local top will form. When we take a look at the charts, we see that the price of gold has risen nearly 8% in August.