We are five years into this new market for rare earths: five years that dawned with higher rare earth elements prices, that unfolded with a new generation of publicly listed junior resources companies with REE properties and projects, and that saw a vicious bear market spread across the domestic and global mining sectors.
The stubborn spot price of uranium has frustrated market watchers for the past year. As most long-term contracts have been made at higher prices, astute investors have been slowly moving into the stocks of uranium producers and explorers in anticipation of a move expected in 2014.
Catalysts can move mining equities substantially up or down, so being aware of upcoming news and events is key to portfolio management. Jocelyn August advises investors to look for miners with good management teams that are transparent in their announcements and consistently meet their deadlines.
In this interview, Jocelyn August explains which catalysts have the biggest effect on small- and large-cap companies and identifies upcoming events that could move the needle in the oil and gas and uranium spaces.
Even in a depressed gold market, knowing your catalysts in mining stocks is indispensable and is still the fundamental yardstick for buy-sell decisions. Jocelyn August understands the impact that events can have on your portfolio.
Eric Winmill, mining equities research analyst with Casimir Capital, sees great potential for small-cap metals producers and developers in the Americas — home to good infrastructure, skilled workers and great geology.
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.
Last year, Africa was the region that witnessed the strongest growth in gold-mining operations. The managing director of research with Toronto-based Clarus Securities, expects that trend to continue and suggests some investments in Ghana, Mali, Liberia and Congo