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.
Mining success is not measured in ounces and dollars but instead by healthy margins, argues Robert Cohen. In this interview, Cohen declares that investors should seek out projects that will earn profits of 20%–35%, regardless of size, and takes us on an around-the-world tour of companies that hit this sweet spot.
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.