At the Cambridge House Canadian Investment Conference in June, The Gold Report Publisher Jason Mallin asked a panel of experts picking a portfolio of stocks with upside potential for the 2014 Streetwise Reports Natural Resources Watchlist what they wanted to see in an equity.
Joe Mazumdar assesses the current situation and compares the performance potential of the majors with the mid caps. He backs up his analysis and predictions with a few solid companies that are positioned to weather the storm.
It is difficult for retail investors to sift the wheat from the chaff in the junior miner sector but the president of RMB Resources reveals how his merchant bank, figures out what projects to invest in and those to pass over.
Gold, like silver, sees considerable production from polymetallic mines. So the perspective of the world's second largest copper producer, which just happens to operate the world's largest gold mine, is significant. Freeport-McMoRan Copper & Gold presented a bullish case to the Denver Gold Forum's delegates. It's proud to have 'greenfield opportunities in brownfield locations.'
Unlike the metals, the varying ranks of coal as well as mine-specific quality prevent coal from trading like a .9999-purity LME metal. Moreover, even otherwise sophisticated, big-time venture capitalists can stumble when investing in coal. Consultant friends of the writer have been called in to salvage as much of the original investment as possible when the unexpected occurred. And the U.S. industry faces potential new regulatory strictures that could have major capital--as well as productivity and operating cost--implications totalling into the billions of dollars.