Andrew Kaip, managing director of mining equity research at BMO Capital Markets, says the stark reality is that the precious metals sector is only part way through a down cycle and that structural issues will result in a fresh phase of consolidation.
Canadian stocks fell a fourth day, after dropping the most in a month, as railway shares tumbled after oil touched a five-year low and a gauge of Chinese manufacturing dropped more than economists forecast.
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.
It is like a carrot on a stick for small-cap mining investors: The promise that we have finally hit bottom and can expect gold prices and stocks to begin to emerge again. That time is almost here, according to Ron Struthers.