The best time to buy gold is when the market hates it, especially when it comes to junior explorers with market caps under $1 billion, asserts Ralph Aldis. In this interview, Aldis shares his main modeling themes and companies that fit the bill.
Acquisitions by China’s gold mining companies reached a record this year as the metal’s steepest quarterly drop in more than nine decades slashes mine values and sidelines Western competitors laden with debt.
There are two things investors pay too much attention to, according to Dan Hrushewsky: Metals prices and grade. Why? Extremes of low and high prices never last, and high grades don't always make for economic deposits.
Down markets are notoriously rife with good deals, and nowhere is this truer than down under in Australia. In this interview, Rick Rule explains how he takes advantage of Australia's small, volatile market and investors' ethnocentrism to find high-quality companies.
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.
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.
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