A dearth of financing is culling the junior mining herd. Who will be left? Philip Ker, a mining analyst with PI Financial in Toronto, believes cash-flow generators in safe jurisdictions will continue to perform in this market.
Stock picking can be an exercise in compromise, and investors who wait for a perfect zinc mining project could be sitting on the sidelines — and missing out on profits. Matthew O'Keefe talks about his criteria for choosing investments in the zinc small-cap space.
Here are two attractive opportunities in the resource sector. One is Rio Alto Mining, which is about to begin production at its copper/gold project in Peru. The second is First Bauxite Corp. - a near-termproducer of refractory grade calcined bauxite.
The rare earth sector is experiencing an explosion of investment interest as China places restrictions and raise taxes on rare earth oxides, causing soaring prices. As the crisis intensifies there may be more strategic acquisitions for assets.