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Feature Articles Written By MiningFeeds and our contributing editors about the mining sector.

Junior Niobium Miner On Verge Of Breakout On High Grade Assays

On April 4th, 2014 I highlighted to my premium subscribers an obscure junior niobium miner which many ignored and was trading at approximately $.26. Niocorp (NB.V or NIOBF) owns a high grade niobium asset in Nebraska and has been hitting the highest grade results to date. See my previous reports on Niocorp from April... Read more »

Road Sign Says: Pot Of Gold Ahead

1. A week ago, I suggested gold would likely decline from the $1300 area to about $1275 and stop there, adding bullish symmetry to an inverse head and shoulders bottom pattern. 2. Please click here now. That’s... Read more »

Gold Rising-Rate Fallacy

Gold has slid during this past week on mounting fears of interest-rate hikes. Between the latest FOMC meeting’s minutes and the Fed’s annual Jackson Hole Economic Policy Symposium, American futures speculators’ rising-rate phobias have been whipped into a fever pitch. They worry gold will be crushed when the Fed... Read more »

Smart Money Looking at This Junior Miner in Nevada

I recently was quoted in this interview with The Gold Report about Nulegacy Gold. “I recently visited NuLegacy Gold Corporation (NUG:TSX.V; NULGF:OTCPK). The company... Read more »

Dollar Soars to New Highs

Briefly: In our opinion no speculative positions in gold, silver and mining stocks are now justified from the risk/reward perspective. The back-and-forth trading in the USD Index ended as it pierced through the short-term resistance and also above this year’s high. As we have emphasized many times previously, the... Read more »

Oreninc on Project Valuation

Benjamin Cox speaks on the state of valuations in the metals and mining space. Currently, junior companies seem to be irrational about their project valuations, whereas majors and larger companies are liquidating decent assets at fair prices and seem to have a good grasp of what their projects are worth in today’s... Read more »

Big North Graphite Releases News on Flake Graphite Project

Big North Graphite [NRT.V] [BNCIF] is a speculative small-cap graphite company that's unique as it's one of just a very few companies actually selling graphite in North America. Since mid-2013, Big North has sold a cumulative 1,163 tonnes of amorphous graphite from graphite projects in Sonora, Mexico.... Read more »

Gold Stocks’ Major New Upleg

The gold stocks are almost certainly in the early stages of a major new upleg. Given the widespread apathy and antipathy still plaguing this beaten-down sector, that’s hard for most traders to swallow. But the gold stocks’ performance this year has already been outstanding. And heading into gold’s strong season,... Read more »

Miners Have Already Rallied – Will Metals Follow?

Briefly: In our opinion no speculative positions in gold, silver and mining stocks are now justified from the risk/reward perspective. When one looks at gold and silver prices and their moves yesterday, it might seem that nothing happened in the precious metals market. That’s far from the truth because the real... Read more »

Oreninc: Killing Projects

Benjamin Cox speaks on the different stages of project review. He mentions that Oreninc currently has an intern working on project review and how this has allowed the intern to do real work. Benjamin frames the intern’s reactions to discuss the process of project review. First is euphoria, where you are magically... Read more »

Bullion Banks: Unexpected Allies

1. Most investors buy gold because they are nervous about the financial system, government debt/bureaucracy, central bank money printing, and dangerous geopolitical developments. In a nutshell, that’s the “fear trade” for gold. 2. The fear trade is a great reason to own a core position in gold now, and forever.... Read more »

Miners Next Move: Breakout or Breakdown?

We’ve been very bullish on the miners since January but became concerned recently with the poor technical action in the metals (specifically Gold). Last month the mining indices were very close to a major breakout yet couldn’t punch through. This signaled that Gold could begin a deeper decline and the miners would... Read more »

GLD Holdings Set to Surge

The mighty GLD gold ETF’s bullion holdings have remained stable in 2014, an impressive feat. Last year they suffered an epic outlying record plummet as the Fed’s stock-market levitation sucked capital out of alternative investments. This year’s resiliency in the face of the ongoing stock-market melt-up almost... Read more »

Oreninc on China's Copper Conspiracy

Benjamin begins by speaking to the recent news that copper has been disappearing in China. He notes that people have been talking about copper stockpiles in China for years, and how he went to China on a trip to find it. However, when he arrived, the stockpiles always had a smaller amount of tonnage than they actually... Read more »

Gold and Dollar’s July Rally

Briefly: In our opinion (half) speculative short positions in gold, silver and mining stocks are now justified from the risk/reward perspective. Gold and the rest of the precious metals market moved higher on Friday and the volume was not low. It was lower (for the GLD ETF) than what we had seen during Thursday’s... Read more »

More Weakness Ahead for the Miners

No pain, no gain. That is one comment regarding this seemingly terminal bottoming process in the precious metals complex. Multiple times as soon as conditions have strengthened enough for us to anticipate a breakout, the miners have put in a bearish reversal. At the same time, the metals and especially Gold have failed... Read more »

Could Wellgreen Platinum be the Next Stillwater Mining?

Since the second half of 2012, I have been bullish on platinum and palladium (PGM). I have focussed on a North American producer Stillwater Mining (SWC) and a junior developer Wellgreen Platinum (WGPLF) in the Yukon. Labor strikes in South Africa combined with economic sanctions on Russia could spark a renewed interest... Read more »

Euro’s Breakdown and Its Implications

Briefly: In our opinion (full) speculative short positions in gold, silver and mining stocks are now justified from the risk/reward perspective. The Euro Index broke decisively below the rising long-term support line (based on the 2012 and mid-2013 bottoms) and this is a major event not only for the currency itself,... Read more »

Gold: If The Worst Is Over, What's Next?

1. A number of top bank economists have turned bullish on gold in the past few months. That’s helping to boost confidence amongst thousands of Western gold community investors. 2. Scotiabank and HSBC have lead the way on that front, and now top metals strategist Mike Widmer at Merrill Lynch has thrown his weight... Read more »

Zinc prices surge on lower stocks

After fluctuating around USD 1900 per tonne for the majority of last year, zinc prices started to increase in December 2013 and then continued to follow this upward trend into 2014. Prices are currently around USD 2300 per tonne, up 22% since December. Zinc prices have been rising as a result of the forthcoming closure... Read more »

Will Gold Drag Down the Miners?

We know that the gold and silver stocks lead the metals at key turning points. The stocks started their bear market well ahead of Gold. This year the stocks have exhibited excellent relative strength. Gold and Silver are up less than 10% this year while GDX is up 27% and GDXJ is up 43%. In recent days GDX and GDXJ reached... Read more »

SPX Highs A Fed Illusion

The surreal US stock markets have continued melting up in recent months, spurred ever higher by the Federal Reserve’s money printing and jawboning. The resulting record highs in the headline indexes have been widely trumpeted by Wall Street as evidence of a strong secular bull underway, with years still left to run... Read more »

Japanese Nuclear Reactors Reigniting Uranium Mining

Summary • Contrarian investors buy uranium stocks when the banks and large miners cut their price targets. • Japan announced that two nuclear reactors were approved for restart. • The Japanese Nuclear Restart could change the negative and bearish sentiment on the uranium mining sector. •... Read more »

Nuances Of The Gold Jewellery Era

1. There’s a widespread belief that Western investors only buy strength, while Eastern investors only buy weakness. That’s not completely accurate. 2. Please click here now. As gold declined towards... Read more »

Massive PM-Futures Buying

Both gold and silver have enjoyed massive buying by American futures speculators in recent weeks. It all started with Fed chair Janet Yellen’s cavalier dismissal of inflation, but the buying momentum persisted well after that. Happening in the midst of the summer doldrums when global precious-metals investment demand... Read more »

Gold and Silver Stocks: It’s Old Turkey Time!

Those familiar with Jesse Livermore and the book Reminiscences of a Stock Operator know who Old Turkey is. He was Mr. Partridge, an old trader who dispensed great wisdom in few words. Those at the office nicknamed him Turkey because of the way in which he strutted around with his chest puffed out. Livermore gleaned... Read more »

Gold Price Rubber Meets Indian Budget Road?

Article originally published on July 8, 2014. 1. Recent liquidity flows on the COMEX suggest the gold market may need to retrace some of the recent gains, before moving higher. 2. Please click here now. This snapshot of yesterday’s... Read more »

Potash Ridge Receives Great News, the Next Junior Potash Player

The following press release came out Tuesday after the market close. This is big news as it proves once again the strong working relationship between Potash Ridge [PRK.TO] & [POTRF] and the State agencies of Utah, most notably the Utah Division of Oil, Gas and Mining, "DOGM." Utah is a very mining... Read more »

Canamex Resources Hits High Grade Discovery in Nevada

Article originally published on July 7, 2014. I was planning to have a quiet holiday vacation day with my family but one of my favorite junior gold miners in Nevada, Canamex Resources (CSQ.V or CNMXF) was halted by the company pending news. This morning Canamex Resources resumed trading after they announced a... Read more »

Top Junior Gold Producer

The Timmins gold district is by far the most productive within Canada’s prolific Abitibi greenstone belt. It has produced in the neighborhood of 70m ounces of gold, and operations are still going strong. Namesake mining company Timmins Gold is forecasting 2014 output of 120k ounces, making it one of North America’s... Read more »

Military Needs Alaskan Deposit to Supply Heavy Rare Earths

Wars are being fought all over the world over control on natural resources. Attention is focussed on Eastern Europe and the Middle East particularly Iraq. I am greatly concerned that not enough is being done by the U.S. to secure critical materials of heavy rare earths needed for cruise missiles and our latest military... Read more »

Junior Gold Stocks: Half Year Report Card

1. Has gold topped out, or is it beginning a new leg higher? 2. Please click here now. That’s the hourly bars gold chart. A persuasive argument can be made that gold staged an upside breakout last night. 3.... Read more »

Back of the Envelope Valuation Exercise for NOVX21

NOVX21, ticker NOV.v is a PGM recycling company that expects to fund and build its first commercial scale facility in 2014. Assuming the first facility gets built this year, the upside for the company is quite significant. Let's assume that the Net Present Value, "NPV" of a single 10-reactor facility... Read more »

Why 2 NYSE Gold Producers Desire this Nevada Junior Miner

If you're looking for leverage to a rising gold price then I would stick to the junior miners (GDXJ) over the majors. Many of the large miners (GDX) have had to take huge write downs on some poor decisions in questionable jurisdictions. However, there are a few junior producers and explorers in North America in mining... Read more »

Record Gold-Stock Summer?

Gold stocks have defied the odds to blast higher in the early summer doldrums. Investors have flocked back in recent weeks, their heavy buying driving record June-to-date gains. If this newfound momentum continues, gold stocks have the potential to achieve a record summer. With their exceptionally-bullish technicals... Read more »

June is for Junior Gold Miners: Up Near 30% This Month

Summary • Technical signals have been turning positive for some time in the precious metals and junior miners. • Record short position may soon need to cover as major accumulation and investment interest has entered the precious metals sector. • June has been a marvelous month for the junior... Read more »

Gold: Failed Breakdown to Fast Move Higher?

Gold has failed to breakdown significantly from the tight coil pattern it created over a 2-month period. Failed breakdowns often mark key reversal points in markets, especially after moves that take a while to play out. In a downtrend, the duration of the move produces the angst and disgust that causes most of the selling.... Read more »

Central Bank Gamblers Versus Gold Stocks

Originally published on June 17, 2014. 1. Today is a very important day at City Hall in London, England. Central bank research group OMFIF is presenting a blockbuster report on public sector spending. I think that everyone in the global gold community should take note of it. 2. OMFIF argues, quite persuasively,... Read more »

Black Swans Increasing Demand in Junior Gold Miners

Are the blacks swans waking you up from the summer doldrums? The technical signals are turning positive for gold (GLD), silver (SLV) and the junior gold (GDXJ) and silver (SIL) miners. The record shorts such as hedge funds and high speed traders who have been manipulating the paper market may soon run scared as major... Read more »

Stock-Bull Topping 2

The US stock markets’ Fed-driven melt-up has accelerated again in recent weeks, with a string of new nominal record highs. This has reignited truly extraordinary levels of greed, euphoria, and complacency. But for traders who have witnessed past bull toppings, there is an ominous sense of deja vu. It turns out this... Read more »

Why Capital May Be Flowing From Equities to Junior Miners

The gold (GLD) and silver (SLV) price may be reversing over the next couple of weeks. The junior miner gold ETF (GDXJ) is reversing above the 50 day moving average and breaking above its recent three month downtrend. Click here for reference... Read more »

Miners Break Out Despite Dollar's Rally

Briefly: In our opinion no speculative positions in gold, silver and mining stocks are justified from the risk/reward perspective. The precious metals market moved higher yesterday, which was in tune with what we've been expecting. The key question is if gold, silver and mining stocks have completed... Read more »

Gold Charts Eye Candy

1. Liquidity flows into or out of the “love trade” (gold jewelry) and the “fear trade” (inflation and financial system risk), are the two main drivers of the price of gold. 2. The strongest gold jewellery buyers are in India, and the election of Narendra Modi has already unleashed a huge wave of confidence... Read more »

Interview of Gold Standard Ventures (GSV) CEO

Gold Standard Ventures (GSV) has received a great deal of attention lately. It all started in March when the company closed on the 100% consolidation of its highly prospective Pinion deposit. Then, in the first week of May, Gold Standard presented at the Gold... Read more »

Bullish Record PM Shorting

The precious metals plunged last week, knifing through key support zones to unleash an explosion of bearish sentiment. This troubling heavy selling wasn’t news-driven, it emerged out of the blue. Who was dumping gold and why? Later data confirmed it was American futures speculators short selling gold and silver at... Read more »

Gold’s Key Fundamental Driver

Barry Ritholtz is out with another article spelling more doom for the precious metals sector and the gold bugs. The self proclaimed “Gold Agnostic” penned a 2500... Read more »

Mergers and Acquisitions Picking Up in Gold Sector

A few days ago, B2Gold announced a $570 million acquisition of Papillon Resources. This merger seems to me a very bullish sign for emerging gold producers. Papillon was taken out at about $125/oz of gold. That's $125/oz of Measured, Indicated and Inferred resource. Papillon's asset... Read more »

Precious Metals Moving Closer to Bottom

Though precious metals are rallying on the day we pen this (May 30), we expect more downside before a final bottom or at least before we’ll exit hedges and begin buying. Since the hard reversal in March we’ve had the view that precious metals would decline and the miners could retest their December lows. We’ve... Read more »

The Reasons for the Rise in Nickel Prices

Nickel prices have been trending downwards in recent years, reaching a four and a half year low in December 2013. Since the turn of the year though, that trend has reversed and prices have risen over 47% since January – more than any other base metal on the LME. Given the current good global supply; we must ask ourselves... Read more »

Top Mining Minds: Richard Warke, Augusta Resources

With over thirty years spent in the global resource sector, with a particular focus on mining, there is no doubt that Richard Warke provides an experienced and well-respected voice for the resource industry. In addition to his experience in mineral operations, Mr. Warke has also spent time in oil and gas, forestry,... Read more »

Shanghai Gold Exchange Gets Shark Teeth

Originally published on May 27, 2014. 1. Today is expiry day for gold options. Please click here now. I’ve suggested that gold is unlikely to begin a trending move until options on the June COMEX contract expire. 2.... Read more »

Gold Bear Market Losing Momentum

It's constructive to look at the other side of your positions to see where you might be wrong. If you're long a market a good way to do this is by taking the inverse of the symbol representing your position. At stockcharts.com, you do this by putting "$ONE:" in front of your symbol and it shows you a chart of the inverse... Read more »

More of the Same – For How Long?

Briefly: In our opinion speculative short positions (half) in gold, silver, and mining stocks are justified from the risk/reward perspective. The history repeats itself once again – gold just attempted to move higher but failed to ignite anything more than a small daily rally. Let’s see if there’s anything... Read more »

Turnaround

Briefly: In our opinion speculative short positions (half) in gold, silver, and mining stocks are justified from the risk/reward perspective. The history repeats itself and we have just seen another example confirming this statement. Gold once again moved higher initially but failed to hold its gains even until the... Read more »

Gold Strengthens and Financial Stocks Deteriorate

1. Gold continues to trade sideways. 2. The next trending move may be decided by an important economic report. Janet Yellen is scheduled to speak at Yankee Stadium tomorrow morning, and the FOMC minutes will be released a few hours later. 3. Investors in the gold community know that most bank analysts are bearish... Read more »

Critical Support in Silver

Briefly: In our opinion speculative short positions (half) are justified from the risk/reward perspective in gold, silver, and mining stocks. The previous week started quite favorably for precious metals bulls, but as the week progressed, the situation became less bullish, and finally we saw some bearish signs. Overall,... Read more »

Silver Stealth Buying

Silver has suffered as a market pariah this year, dragging along doggedly near major lows. Investors have seemingly abandoned it to chase the Fed’s general-stock-market levitation, an affliction plaguing most of the alternative-investment realm. But rather provocatively, silver buying remains quite strong even in... Read more »

Interview of CEO James Anderson, NuLegacy Gold

Summary - NuLegacy Gold is earning into a 70% interest in the Iceberg deposit, one of Barrick Gold's prized Cortez Trend (Nevada) properties. - The Iceberg deposit is on Trend with 3 world-class Barrick properties that contain from 15-21 million ounces of gold each. - Minimal equity dilution... Read more »

Gold Doesn’t Decline Despite Dollar’s Rally

Briefly: In our opinion speculative short positions (half) are justified from the risk/reward perspective in gold, silver, and mining stocks. Yesterday was another day during which the precious metals sector didn’t really decline (just a little) despite a move higher in the USD Index. Let’s check if the situation... Read more »

Pershing Gold Advances Nevada Mine

- Pershing Gold released encouraging preliminary testing of prospective gold recoveries... an important de-risking event. - Pershing management team in talks with the BLM to restart operations within prior pit boundaries. - Company presented last week at the European Gold Forum, institutional interest in Pershing... Read more »

Gold Stocks Rolling to Early Summer Low

Last week we speculated that a decline in May would create an opportunity. We concluded: The near term prognosis looks cut and dry. Until proven otherwise the short-term trend is down. If that is confirmed in the coming days then let these markets fall to strong support before buying. The Ukraine-induced alleged safe... Read more »

Major Stock Selloff Looms

A major selloff is brewing in the lofty US stock markets, which have been grinding sideways for a couple months now.  Momentum has faded despite selective positive earnings-season news and Janet Yellen’s jawboning.  Stocks remain very overvalued, way too expensive for prudent investors to buy.  And it’s been... Read more »

Dollar’s Plunge and Its Implications

Briefly: In our opinion speculative short positions (half) are justified from the risk/reward perspective for gold, silver, and mining stocks. The most important thing that we saw in the markets yesterday was the major decline in the USD Index and the lack of proper response from gold, silver and mining stocks. Such... Read more »

Graphite One, Massive U.S. Deposit

In studying the rapidly growing graphite market and the junior companies that hope to be its leaders, it quickly becomes apparent which attributes are of paramount importance. It largely comes down to security of supply, jurisdiction, economies of scale, in-situ grade, suitability for high-technology applications, time... Read more »

It Pays to Wait for Big Opportunities

I listen to CNBC sometimes. Usually when I'm running around or working out or something. Not for the opinions of the traders, which I find more entertaining than useful or informative. Mostly for the news: earnings reports, profiles on new products and companies, etc. They do an okay job of covering major financial... Read more »

Gold Loves Trade Brings Stability

1. Western bank economists continue to make very bold and aggressive statements about lower gold prices in 2014, based on stronger growth in America. 2. Their thesis is that stronger growth will trigger more ETF selling in gold ETFs. These economists seem to assume that current Western investors are as weak-handed... Read more »

New Gold in the Pipeline

New Gold’s 2014 midpoint guidance has it producing 400k ounces of gold at all-in sustaining costs of $825 per ounce. This production profile, which is the product of a well-diversified portfolio of mines, places NGD among the mid-tier elite. But perhaps most impressive about this company is its spectacular pipeline... Read more »

Decline in Gold & Silver Create Opportunity

Last week we noted that the gold and silver shares had formed a short-term rebound in response to an oversold condition. Yet we felt that the downtrend that originated from the hard reversal in March was still in effect. As we go to publish, the rebound appears to be petering out. Be aware that there is more potential... Read more »

Miners Break Out But Gold Fails to Follow

Briefly: In our opinion no speculative positions are justified from the risk/reward perspective. The situation in the precious metals sector remains tense – miners have broken above the declining resistance line, while gold hasn’t. However, taking Friday’s intraday move in the USD into account, we can say more... Read more »

Gold-Futures Selloff Wanes

Gold’s sharp selloffs since mid-March have been mostly driven by American futures speculators’ heavy selling. These traders dramatically slashed their long bets on gold while ramping up their shorts. The resulting deluge of supply flooded the market and temporarily overwhelmed demand. But intense bouts of gold-futures... Read more »

Gold and Silver Stocks Begin Oversold Bounce

The bottoming process for gold and silver shares has been arduous as they’ve oscillated back and forth for almost a year. We noted a month ago that the failed breakout in March was strong evidence that an interim top was in place. Heading into this week it looked like the miners would fall further before finding support.... Read more »

American Sands Energy and Oil Sands Extraction

Over the past month, I’ve had several conversations with William Gibbs and Daniel Carlson, CEO and CFO respectively, of American Sands Energy Corp., [Ticker: AMSE], of which I’m a shareholder. Assuming the conversion of all the recently issued Series A preferred shares to common, AMSE has a fully-diluted... Read more »

GDX Gold-Stock Benchmark

The American GDX Gold Miners ETF is slowly becoming the de-facto standard for measuring gold-stock performance. Nearing its eighth birthday, GDX has even usurped the venerable HUI gold-stock index as this sector’s metric of choice in many circles. While GDX has advantages and disadvantages compared to the traditional... Read more »

More Weakness Ahead for Precious Metals

The Fed minutes were dovish and this helped push Gold above $1310 to $1320. However, the miners, which usually lead the metals did little to confirm the rise. In fact, the miners have been relatively weak in recent days and had a bearish reversal on Thursday. Their rebound from an oversold condition has petered out.... Read more »

Interest Rate Hikes on Horizon? Not Likely

Recent weeks were not bad for those gold investors’ hearts filled with golden hopes. The price of gold depends on many factors, but past patterns can give us important hints and suggest which of them are to be carefully studied and properly comprehended. If history were to teach us anything about gold’s past market... Read more »

Gold and the Ideal Buy Point

Next month marks the 3-year anniversary of the bear market in silver that started in May 2011. Later this summer we will hit the 3-year anniversaries of the bear markets in gold and gold stocks. We are now psychologically conditioned for pain and punishment in the gold markets and to beware of the next downward plunge. In... Read more »

Contrarian Gold Stocks 4

Gold stocks have lapsed back to despised status after late March’s sharp selloff. Thanks to their strong 2014 rally before that, traders were slightly warming to this abandoned sector. But despite the rekindled extreme bearishness, gold stocks remain the greatest bargain in all the stock markets. Their prices are... Read more »

An Update on Gold

It’s been a while since we looked at Gold in a vacuum. We’ve focused on the gold stocks as they have led the sector. We covered Silver last week. Gold is more interesting because in its current state it's more difficult to draw a strong conclusion. One could look at the evidence and go either way. Today Gold is... Read more »

Gold Mid-Tier Set for Growth

In 2014 B2Gold is targeting gold production of 410k ounces from three different mines. This would be record output for this new mid-tier, a whopping 159% increase in volume over just a couple years ago. And with its fourth mine on schedule to pour its first gold in Q4, B2Gold is looking at an annual production rate... Read more »

Azarga Resources Provides Uranium Platform

The following interview between me, (Peter Epstein), and Alex Molyneux was conducted over the past week over phone and email. Alex Molyneux’s Azarga Resources is proposing to merge with TSX main board listed Powertech Uranium [PWE.TO]. This merger would create a globally diversified, pure-play uranium platform from... Read more »

A Golden Opportunity Coming in Silver

Silver has been in a bear market for almost three years and the recent lack of strength suggests the metal could be headed for new lows. New lows are always bearish until the last one. Our technical work suggests that we should watch for a final low and end to the bear market in the coming months. This chart plots... Read more »

Graphite Juniors - Graphite One and Big North Graphite

Like most natural resource sectors, graphite has been hot at times… and not so hot. Back in 2011, when there was extreme excitement about coal, potash, iron ore and precious metals, graphite stocks experienced a day in the sun. However, when gold, silver, coking coal and iron ore prices crashed in 2012-13, so did... Read more »

Avarone Metals - High Risk, Return Junior Gold Explorer

Last week I held a series of phone calls with Marc Levy, CEO of junior gold explorer Avarone Metals, [AVM.V]. I first met Mr. Levy in Toronto at this year’s PDAC. Avarone has a market cap of about $6 million and no debt. It is exploring primarily for gold (with secondary targets of silver, copper, zinc and lead) in... Read more »

Confirmation of a Breakdown

Briefly: In our opinion short speculative positions in silver (half) and mining stocks (full) are justified from the risk/reward perspective. Friday was generally a calm day in the precious metals market and for the currency indices. The initial moves higher (in the early part of the session) were mostly invalidated... Read more »

Failed Breakout Marks Interim Top

Unless you’ve been living under a rock, then you have witnessed the now false breakout in Gold and gold stocks. Our expectation was that the breakout would take Gold to $1420 and the stocks up to their neckline resistance (GDX $30 and GDXJ $51) and then we’d see the first real correction since the December low.... Read more »

Bright outlook for potash, but caution needed

After 2 years of falls, potash prices have increased 6% since the beginning of the year. Many expect that this upward trend will continue but there are some elements that could drive the price down again. What is potash? Potash is an important group of chemicals containing potassium, which are... Read more »

Can Gold and Interest Rates Rise at Same Time?

Can the gold price be fundamentally related to some other economic variables? Can we use those variables successfully in trying to predict the future price of gold? Is gold highly correlated with any of those variables? Last year a very insightful and interesting... Read more »

Big Gold-Futures Buying

Gold’s strong rebound upleg this year has been driven by big gold-futures buying. After abandoning gold last year, American futures speculators are returning to the yellow metal in droves. These capital inflows are a very bullish harbinger, as major futures buying is the primary fuel for young gold uplegs before investors... Read more »

Copper’s Breakdown

Briefly: In our opinion short speculative positions (half) in silver and mining stocks are justified from the risk/reward perspective. There were basically no changes in gold, silver and mining stock charts yesterday, except for gold moving slightly higher on news about increased tensions in Ukraine. Gold’s reaction... Read more »

Interview With Graphite One CEO, Anthony Huston

The following interview was conducted last week at the PDAC convention in Toronto. Answering my questions is Anthony Huston, President & CEO of Graphite One [GPH.V] [GPHOF]. Graphite One is an advanced exploration-stage Graphite company with 100% of its assets in the State of Alaska. The market... Read more »

Gold-ETF Inflows Return

Stock-market capital finally started flowing back into the flagship GLD gold ETF for the first time in 14 months in February! Though this buying was small, this is truly a momentous event. Extreme gold-ETF outflows were the dominant culprit behind last year’s epic gold selloff. Without that massive influx of additional... Read more »

Gold Fails to Rally

Briefly: In our opinion short speculative positions (half) in silver and mining stocks are justified from the risk/reward perspective. We are closing half of the long-term investment position in gold. As you know, we had been expecting the tensions in Ukraine to cause a significant rally in gold (not necessarily... Read more »

PDAC Underscores Muted Sentiment toward Gold

The buzz phrase at PDAC 2014 could be described as “cautious optimism.” Executives, analysts and investors seem to believe a corner has been turned but failed to show any excitement or hope beyond that. Some participants estimated that attendance was down 20% from last year and much lower than 2012. I did not attend... Read more »

If Pakistan Needs 32 New Reactors, What's That Say?

The following news item caught my attention. We all know that China, Russia, India and Brazil are deploying a large number of new reactors. England and a few middle eastern countries like Saudi Arabia and the UAE also have BIG plans. But, if a country like Pakistan, has demand for 32 reactors, that says a lot! Not... Read more »

Powertech Uranium to Merge With Azarga Resources

Like many natural resource company stocks, especially uranium stocks, Powertech Uranium [PWE.to] had been stuck near its 52-week low for months. However, when peer uranium juniors started to fly, many now up 100% to 500% from 52-week lows, Powertech’s shares languished. This, despite the fact that... Read more »

Dollar Rallies, Gold Declines

In short: In our opinion short positions (half): gold, silver, and mining stocks are justified from the risk/reward perspective. The entire precious metals sector declined yesterday, even gold. Has the situation changed enough to double the short position? Let’s take a closer look (charts courtesy of http://stockcharts.com). ... Read more »

Gold & Silver Trading Alert: Juniors' Outperformance

In short: In our opinion short positions (half): gold, silver, and mining stocks are justified from the risk/reward perspective. Gold, silver and mining stocks didn’t do much on Friday, so what we wrote in Friday’s alert is generally up-to-date. However, since the week is over, we have weekly closing prices and... Read more »

Silver's Upswing and Euro's Resistance

Not much happened in gold and mining stocks this week, but silver moved higher. We sometimes saw this type of divergence right at the local tops, but it was not an extremely reliable sign. Let’s take a closer look (charts courtesy of http://stockcharts.com). Click... Read more »

Demystifying the Tech Metals Market

Technology metals – also referred to as tech metals – are a relatively new investment option that, until recently, have only been available through exchange traded funds (ETFs). With the proliferation of the mobile electronics market over the past thirty years, demand for tech metals has increased exponentially.... Read more »

Potash: Buy, Sell, or Hold?

Take a look at the literature over the last three years and you’re likely to come away just as confused as when you started. “The future looks bleak.” “Potash capacity expected to rise 37% between 2011 and 2015.” “Uralkali declares price war on potash market.” “Potash demand projected to increase 3.1... Read more »

David Morgan Speaks about the Latest in Silver

The “Silver Guru” David Morgan is the author of the investment newsletter, The Morgan Report, which covers economic news, the currency market and reasons for investing in precious metals. He is a regular commentator on the gold and silver markets and has been featured on CNBC, Fox Business News and BNN... Read more »

How will a Dovish Janet Yellen Affect Gold?

On January 29, Chairman of the Fed announced that the Federal Reserve would continue with their tapering plan and cut QE by a further $10 billion to $65 billion in bond purchases. The move unsettled markets and specifically brought attention to whether the growth that emerging markets had been enjoying in the past year... Read more »

Richard Coglon on the Sino-Pacific Trading Company

Late last year, Sino-Pacific Trading Group emerged as a major player in the trading and logistics sector.  This Hong Kong based agency is focused on acquisition and investment opportunities in the mining resource sector as well as sourcing, acquiring, and importing petroleum related products into mainland China. We... Read more »

Investing in Diamonds - 2014

The subject of investing in diamonds has been discussed by every major media outlet over the last year. Some discussed the advantages while others focused on the negative side, but everyone recognizes that today it is a hot topic. 2013 was an exciting and record breaking year which included both a new world record... Read more »

Analysts Turning Bullish on Gold

The price of gold gained $10 per ounce in London trade Thursday morning, gaining 2.2% for the week so far to trade at $1346 as several analysts said they were "turning bullish".  World stock markets... Read more »

World Gold Council - Q2 Report 2013

Since 1996, the World Gold Council has produced a quarterly summary of the state of gold worldwide, the Gold Demand Trends (GTD) report.... Read more »

Gold Jumps to 3 Month High

Gold jumped to new 3-month highs as London traders returned from the August Bank Holiday on Tuesday, rising above $1418 per ounce as world stock markets fell. Silver hit its best level since April at $24.50 per ounce. ... Read more »

Gary Savage - Interview - Smart Money Tracker

Following a week of explosive precious metals and mining share prices, Gary Savage, technical gold trader and publisher of the Smart Money Tracker, was kind enough to share his comments. Gary’s trading calls have outperformed most of the world’s... Read more »

3 Precious Metal Stocks to Look at Right Now

It's been a long painful slide for gold and silver - but if today's trend continues the worst may very well be over. In a recent article entitled, "Why Gold May Trend Up for the Rest of 2013", MiningFeeds guest contributor... Read more »

Why Gold May Trend Up for the Rest of 2013

Put aside the rise in US interest rates, GDP and Fed tapering talk. Just glance at the rest of this summer's headlines, and you'd think it offered a bull market for 'hard money' gold and silver. 1.  Japan is ... Read more »

Gold Rebounds From $1180 per Ounce - Now What?

Gold is trading back above $1322 which was a two-year low when hit by April's gold crash. So is the recovery underway? Maybe, maybe not. We take... Read more »

Rob McEwen - Interview - McEwen Mining: MUX

During a time in which the mining sector is struggling to survive a darwinian period, legendary mine developer Rob McEwen was kind enough to share perspective on the state of the market. Rob was the founder and former Chairman and CEO of Goldcorp Inc. (Stock... Read more »

World Silver Production 2013

For all of its monetary and investment history, silver is by far an industrial metal today. The industrial sector consumed close to 466 million ounces of silver... Read more »

Gold Heading for Biggest Quarterly Drop in Decades

Gold prices fell back towards $1230 an ounce Thursday morning in London, having ticked higher in earlier Asian trading, as stocks and commodities were little changed on the day and the Dollar was also flat after showing little reaction to yesterday's downward revision for US economic growth.... Read more »

Could Gold Hit $900 and Still be in a Bull Market?

Winston Churchill is famously known for having said, "The further back you look, the further ahead you can see," and indeed, historical precedent is one of the few tools we have at our disposal when studying major market trends, and in today's case, the trend in gold. The... Read more »

Blame Bernanke for the Volatility in Gold

The price of gold hovered just below $1380 an ounce Wednesday morning in London, with silver trading around $21.80, after the metals failed to break through $1380 and $22 respectively. European stock markets ticked higher by lunchtime – with the exception of Germany's DAX – regaining some of yesterday's losses,... Read more »

The Colored Diamond Market

Similar to the colorless diamond we all know so well, natural fancy colored diamonds are just as authentic and incredibly impressive. In fact, they are mined in the very same fashion from many of the same diamond mines around the world. Only, natural colored diamonds only represent approximately 0.1% of all the colorless... Read more »

The Impact of Synthetic and Recycled Diamonds

Clean 1+ carat colorless synthetics are hitting the market for the first time, and with a consistent stream of recycled polished making their way back into the market, the dynamics of diamond supply may for forever be changed. Unprecedented Gem-Quality Synthetics Last month, a 1.29 carat colorless... Read more »

Gold Testing Key Support Level of $1,403

Gold bullion prices fell to three week lows around $1,410 an ounce Wednesday, as European stock markets ticked higher, reversing earlier losses following disappointing Eurozone growth data. Gold in Euros fell as low as €1,094 an ounce, while gold in Sterling fell... Read more »

Is the Downtrend in Gold Still Bearish?

Spot gold prices slipped back below $1470 per ounce Thursday morning in London, drifting as world stock markets failed to follow Wall Street higher, where equities yesterday hit new all-time highs. Silver held above $24.00 per ounce, just shy of last week's finish,... Read more »

Tommy Humphreys - Lukas Lundin Interview

“Did you know you were getting the better end of that deal with Kinross?” I asked Lukas Lundin in his Vancouver office earlier this week. “No No No,” he told me, “we thought it was worth more. You always love your own stuff.” Lukas laughed infectiously. Soon I was laughing along with him. The Lundin... Read more »

Q&A with Sentry Investments Portfolio Manager Jon Case

Sentry manages over $10 billion in assets, representing over 300,000 Canadian clients, and has further received numerous industry distinctions. I had the chance to connect recently with one of Canada's rising fund managers, Jon... Read more »

Gold and Silver Edging Higher

Gold started the week by edging higher Monday, trading around $1475 per ounce by lunchtime in London, as stocks also gained, US Treasuries were broadly flat and the Euro edged higher against the Dollar following news that Italy's borrowing costs have fallen. ... Read more »

World Gold Production 2013

In 2012 world gold production reached 2,700 tonnes of gold (USGS) - slightly higher than production in 2011 and marginally higher than 2,600 tonnes of gold in 2001 (previous highs). This increase masks major changes in the structure of production costs for gold mines around the world. In 2001, for 2,600 tonnes, an... Read more »

Pretium Resources: CEO Interview

Pretivm Resources’ Valley of the Kings discovery on the Brucejack property in Northern B.C. is just about the best Canadian gold project in the hands of a development company right now. It’s got grade, size, low CapEx and ease of permitting all going for it. The recent sell off in gold and related equities has... Read more »

Gold Loses One Trillion Dollars in Value

Spot market gold prices fell to a fresh two-year low in Tuesday's Asian trading, dropping to $1322 per ounce, before rallying back above $1386, as stock markets extended yesterday's losses. Silver dropped to its lowest level since September 2010 at $22.10 an ounce before it too recovered some ground. Oil was down... Read more »

Gold & Silver Continue to Slide

U.S. dollar gold prices fell below $1550 an ounce Friday morning, though they remained above last week's low, as stocks and commodities also fell and the Dollar strengthened, with Eurozone finance ministers set to discuss Cyprus, Ireland and Portugal today.  "Current... Read more »

"We May Never See Gold At These Levels Ever Again"

I had the chance yesterday to speak with technical gold trader Gary Savage, publisher of the “Smart Money Tracker”, daily gold market commentary and trading service, which has outperformed most of the world’s hedge funds in 2011 and 2012. It was a powerful... Read more »

Frank Giustra on the Road in Colombia

“We were almost killed several times,” Frank Giustra tells me. He’s recalling his first trip to Colombia in 1994 with his friend Serafino Iacono. FARC guerrillas and cocaine traffickers had made the country the most dangerous in the Americas, but it seemed like nothing could stop the two young natural resource... Read more »

James (Jamie) Dimon Resignation Hoax

It is being reported that James (Jamie) Dimon recently resigned as chairman and CEO of JP Morgan Chase. Stop the press. The letter is just an internet hoax. In actuality, the board of directors of JP Morgan Chase said on Friday, March 22nd it "strongly... Read more »

Cyprus Bail-Out Sparks Gold

The price of gold leapt 1% against the Dollar and 2.3% against the Euro at the start of Asian trade Monday, as global shares sank and major-government bonds rose following the Cyprus bail-out deal announced by European politicians at the weekend. "[German negotiators] were hand in hand with Finns," says an unnamed... Read more »

Get Rich Discovering a Uranium Mine With Your Dad

Not long ago, Alpha Minerals, formerly ESO Uranium, was a dog of a stock. Trading at just $.02 last October, chances of being able to finance for the Southwest-Athabasca-Region focused uranium explorer looked slim. Backed against a wall, management had no choice but to roll back shares 10:1 and change its name in hopes... Read more »

Labrador Iron Mines Enters Strategic Relationship

Yesterday Labrador Iron Mines Holdings (Stock Profile - TSX:LIM) and Tata Steel Minerals Canada announced they entered into a framework agreement to establish a strategic relationship... Read more »

Tug of War Between Physical Gold Buyers and ETF Sellers

U.S. dollar prices to buy gold hovered around $1575 per ounce Wednesday morning in London, in line with last week's close, as dealers in Asia reported an increase in demand for physical bullion, in contrast with exchange traded funds, which have continued to see selling, in what one analyst calls a "tug of war" between... Read more »

Gold ETFs See Record Monthly Outflows

Spot market gold bullion fell to one-week lows below $1570 per ounce Friday morning, on course for a third straight weekly loss, having ended February down 5.9% as gold exchange traded funds saw their biggest calendar month bullion outflows on record. "ETFs will... Read more »

Will Italian Elections Lead to Eurozone Instability?

U.S. Dollar prices for gold rose briefly above $1600 per ounce Tuesday morning before falling back, while silver failed to hold above $29 an ounce and stock markets fell following the inconclusive Italian election result. Italian markets were especially affected,... Read more »

Rob McEwen: People Will Return to Gold

I had the opportunity yesterday to speak with legendary founder and former CEO of GoldCorp, Rob McEwen. He is now the CEO, Chairman, and largest shareholder of McEwen Mining (Stock Profile - TSX:MUX & NYSE:MUX). It was a powerful conversation,... Read more »

Mining Stocks to Watch in 2013 - Part 1

It's time for our annual Stocks to Watch list. 2013 is well underway and we've seen some very interesting developments in the mining markets. Despite the obvious issues facing the global economy, there is a subtle optimism brewing that perhaps the worst is behind us. To some degree, watching the DJIA hit new 52 week... Read more »

Mining Stocks to Watch in 2013 - Part 2

2. Hudbay Minerals, Inc. (Stock Profile - TSX:HBM & NYSE:HBM) Hudbay Minerals is a Canadian integrated mining company with operations, development projects and exploration activities across the Americas. The company is... Read more »

Where is the Value in Canadian Iron Ore?

Iron ore is the key ingredient used to make steel. The majority of the seaborne trade, that is, iron to be shipped to other countries, goes to China. An oligopoly exists today whereby China is forced to rely on Big 3 producers Vale, Rio Tinto and BHP Billiton... Read more »

Gold Prices Hit 6 Month Low

Gold prices extended losses on Friday to hit a six-month low and breached key chart support levels at $1,625, its previous low for the year, triggering a technically-driven sell-off. Gold stocks and ETFs are also down sharply today. "Prospects... Read more »

Top Mining Minds: Stan Bharti, Forbes & Manhattan

Stan Bharti is a professional mining engineer, business consultant, international financier, and entrepreneur. In 2002, Mr. Bharti founded Forbes & Manhattan, a private merchant banking organization with a focus on the natural resources sector. Today, Forbes & Manhattan has investment interests in a large... Read more »

Dr. Peter Megaw Interview From MAG Silver

In one of the more fascinating conversations I've had over the last year, I was able to connect with exploration geologist, Dr. Peter Megaw. Dr. Megaw is an expert on Mexican gold and silver exploration, and has authored a number of scientific pieces on ore deposits. He is also a director of... Read more »

Are Investors Losing Interest in Gold & Silver?

US dollar gold prices fell to a one-week low Monday morning in London, dropping to $1660 per ounce, as dealers in Asia reported quiet trading, with China celebrating the Lunar New Year holiday. "We are neutral [on gold] until the current consolidation resolves itself," says the latest technical analysis report from... Read more »

Unemployment Rate in Spain Above 26%

The number of unemployed in Spain rose to 4.98 million last month, official figures published Monday show. Last month brought news that the unemployment rate rose to record levels above 26% towards the end of 2012. ... Read more »

Tekoa Da Silva - Ross Beaty Interview

I had the great opportunity yesterday to connect with legendary resource developer & financier, Ross Beaty, founder and chairman of the $2.7B Pan American Silver Corp., and executive chairman of Alterra Power Corp. Throughout his 37 year career, Ross has generated an astounding sum of over $4B worth of shareholder... Read more »

What's Going On With Gold and Gold Stocks?

If you are a gold bug the past three and a half months have not been good. Since peaking at $1,798.05 on October 4th, 2012, the price of gold has been losing ground and closed on Friday at $1,657.85. This marks a 7.8% loss in less than four months. Meanwhile, the major equity markets have caught fire - over the same... Read more »

Global Rough Diamond Supply, 2013

Rough diamonds achieved record prices in the summer of 2011 but prices have since slipped back to 2010 levels on global macroeconomic worries.  However, current prices are still higher than historic levels reached in the summer of 2008, and new supply is estimated to... Read more »

Mining in British Columbia Today

While grassroots mineral exploration activity appears to be down in 2012 compared with 2011, there were many advanced exploration projects including New Gold’s Blackwater (Stock Profile - TSX:NGD), Pretium’s Brucejack (Stock... Read more »

Tommy Humphreys - David Lowell Interview

The Atascosa Ranch is walking distance from the US/Mexico border, just outside of Nogales, Arizona. It’s owned by Dave Lowell, an affable 84-year-old man who’s spent the past 75+ years hunting for buried treasure. Today, he’s known as the most successful mining explorationist of the past century, having discovered... Read more »

Ben Bernanke: US Economy Not Out of the Woods

The US economy "is not out of the woods" according to Federal Reserve chairman Ben Bernanke, speaking at a question and answer session at the University of Michigan Monday.  "I want to be clear that while we've made progress, there's still quite a ways to... Read more »

2013 Uranium Price Forecast

The uranium industry might finally be on the road to recovery as some expect demand from major energy consumers China and Japan to rise in 2013. "The biggest pressure on price at the moment is not necessarily the downgrade to demand since Fukushima, it's this massive inventory overhang," said... Read more »

The British Pound's Little-Known Crisis of 2015

It may be only a matter of weeks before the Pound's next great decline begins... Right AT the top of... Read more »

India and China Buying More Gold As Price Falls

Wholesale gold bullion prices hovered around $1650 an ounce Friday morning in London, having earlier hit fresh four-month lows, while stocks edged lower and US Treasuries gained despite little evident progress in Washington to avoid the so-called fiscal cliff. Silver traded either side of $30 an ounce meantime, having... Read more »

Japan "Will Now Print and Spend" After LDP Win

The wholesale gold bullion price rose to $1693 per ounce during Monday morning's London trading, but remained slightly below where it ended last week following falls in Asia, where the Yen opened sharply lower against the Dollar before recovering some ground following the result of Japan's general election. "Gold... Read more »

Junior Mining Stocks - Buy, Hold or Sell?

As we begin to count down the remaining days in 2012 many investors in junior mining stocks are faced with the same decision - do I sell my shares for a tax loss or do I hold onto hope for 2013? Yes, that is the scope of the carnage in the junior mining markets today. 2012 was, without question, one of the worst... Read more »

Gold's Uptrend; Berlusconi's Desperation

Gold bullion prices rose to one-week highs above $1710 an ounce Monday morning, while European stock markets fell following news that Italy's prime minister plans to resign. [caption id="attachment_14293" align="alignleft" width="415" caption="Silvio Berlusconi speaks of "Desperation""] ... Read more »

December a Poor Performing Month for Gold

Gold traded in a narrow range around $1691 per ounce Thursday morning in London, rising slightly from yesterday's 1-month low. "Over the past 4 years December has traditionally been a poor performing month for gold," writes Moudi Raad at Swiss refinery group MKS, "averaging a decline of around 8% over that period." Since... Read more »

Stornoway Diamonds: CEO Interview

Stornoway's flagship asset is the Renard Diamond Project which the company has been working on for 10 years. Current NI 43-101 compliant Indicated and Inferred Mineral Resources stand at 23.8 and 17.5 million carats respectively, with a further 23.5 to 48.5 million carats classified in the non-resource category. A... Read more »

North American Tungsten: CEO Interview

Tungsten is the hardest and strongest metal on the planet. It is over three times harder than chromium, cobalt and titanium and over five times harder than nickel, iron and platinum. Tungsten alloys well with other metals and displays high resistance to corrosion. Strategically speaking, tungsten was ranked in a... Read more »

Goldgroup Mining: CEO Interview

2011 was a banner year for Goldgroup. The company completed its earn-in interest for 100% ownership of its flagship project, Caballo Blanco, situated near Veracruz, Mexico and completed a $40.25 million financing at $1.40 per share to fund development expenses (Stock... Read more »

Gold Following Long Term Uptrend

The price of gold fell back below $1715 an ounce Monday morning in London, more-or-less in line with where they were two weeks ago after failing to hold gains made during Asian trading. "Gold is still following its long term uptrend from 2008 lows," say technical analysts at Scotiabank, "with support from the uptrend... Read more »

Gold Average Price Forecast for 2013 at $1920

Gold reached $1730 per ounce in early London trading on Friday – the same level seen just before last week's late jump and subsequent 2.0% sell-off on Wednesday. Silver touched a new 8-week high just shy of $34.40 per ounce and the broader commodities market ticked lower. Major-government debt prices were flat... Read more »

Geologix Delays Create Uncertainty

Last week Geologix Explorations announced they are now evaluating a new engineering concept and an alternative processing procedure for their flagship Tepal gold-copper project in Michoacan state, Mexico. Analysts expected the Tepal project to reach production in 2014. But with the news from last week, further delays... Read more »

Markets Unimpressed With Greek Deal

Eurozone finance ministers agreed early on Tuesday to amend the timetable for reducing Greece's debt-to-GDP ratio. Greece is now expected to bring the ratio down to 124% by 2020, up from the previous target of 120%. An additional target of "substantially lower than 110%" has been set for 2022, while by 2016 Greece... Read more »

Gold Down on Greek Debt Talks

Gold fell back below $1750 an ounce, a few Dollars below where they closed last week following Friday's rally, while stocks and commodities also edged lower and US Treasuries gained ahead of further discussion on Greece at today's meeting of Euro finance ministers. Eurozone finance ministers meet today to discuss... Read more »

Soros Increases Position in Gold and GDX ETF

Just about everyone in the gold and money management communities, is aware that billionaire George Soros’ hedge fund, Soros Fund Management LLC, is heavily invested in gold and gold mining equities. Additionally, in the past few days, a flurry of new articles have been written, detailing the Soros Fund’s most ... Read more »

Stornoway Diamond Receives Award

During the annual meeting of the Québec Mineral Exploration Association (AEMQ) held this week in Québec City, Stornoway Diamond was awarded the E3 Plus award for the “high level of environmental and social responsibility” shown in the advancement of the Renard Diamond Project. The award was accepted by M. Patrick... Read more »

Brazil & Kaziakhstan Buy Gold, Germany Sells

Gold prices climbed back above $1725 an ounce Wednesday morning in London, making up some ground lost the previous day, while stocks and the Euro recovered losses made in Asian trading immediately after the news that European policymakers had failed to reach a deal on Greece. "Upside targets [for gold] are now found... Read more »

Gold and Silver Up to Start the Week

Gold prices hovered close to $1725 an ounce during this morning's London trading, holding gains made overnight in Asia, as stocks and commodities also recovered some ground lost last week, after news that a deal may be achieved in time to avoid so-called fiscal cliff of US tax rises and spending cuts currently scheduled... Read more »

Are Mining Stocks Oversold?

A sneaky thing happened over the last five trading days. The major gold mining companies leapt back into oversold territories (when measured against gold), the likes of which are only seen a few times a century.  This summer as many mining analysts pointed out, miners hit their most oversold levels in the last 30 years,... Read more »

Eurozone Enters Recession

The Eurozone fell into recession in Q3, according to official gross domestic product data published Thursday. Eurozone GDP shrank 0.1% from Q2, a 0.6% year-on-year drop. Germany and France both grew 0.2% quarter-on-quarter, while Italy's economy shrank by 0.2%. Spain's economy also contracted, shrinking 0.3% in the... Read more »

Osisko Mining Down On Acquisition News

Osisko Mining announced the friendly $550-million acquisition of Queenston Mining and its Upper Beaver project in Kirkland Lake, Ontario yesterday. A number of mining companies have been sharpening their focus on local assets and Osisko (Stock... Read more »

Obama & Bernanke: The Hard Asset Team

Many folks in the gold and silver community write to me, voicing their distaste in the economic and monetary policies of the Obama administration, and in particular, the “monetary easing” conducted by the US Federal Reserve. At surface, I understand—printing money (much like the printing of shares) is like watering... Read more »

Global Copper Production Under Stress

Capital inputs account for about half the total costs in mining production - the average for the economy as a whole is 21 per cent. Obviously many of the costs, once incurred, cannot be recovered by sale or transfer of the fixed assets. Mining is an extremely capital intensive business for two reasons. Firstly mining... Read more »

Precious Metals Continue to Push Higher

Gold bullion market traded above $1730 an ounce Friday morning in London, having earlier touched a two-week high, while stocks fell and the Dollar and US Treasury bonds gained, with analysts suggesting weak growth and monetary policy are likely to persist. Silver... Read more »

Gold a "Safe Haven"

Gold prices hovered just below $1720 an ounce Thursday morning in London while stocks recovered some ground following losses yesterday, and the Dollar ticked higher, as central banks in the UK and Europe left monetary policy unchanged. "Gold is displaying relative strength and living up to its reputation as a store... Read more »

Cameco, Other Uranium Producers, Miss Estimates

In what is becoming a familiar message on Bay Street, uranium producers have been consistently missing top line estimates in their most recent quarterly reports. Earnings have also been disappointing. Over the past three weeks, Cameco (Stock Profile - TSX:CCO... Read more »

Obama "Favored" by Commodities Markets

With one day left before the US election, opinion polls show Barack Obama and Mitt Romney are neck and neck. "Obama is clearly 'favored' by the commodities markets," says a note from Commerzbank, "mainly because of his support for Ben Bernanke and the ultra-expansionary monetary policy of the US Fed, [but] any 'disappointment'... Read more »

Balmoral Resources Expands Abitibi Gold Zone

The Abitibi is one of the world's most prolific gold mining districts having produced over 100 mines, and 170 million ounces of gold since 1901. Two of the region's most recent success stories include Osisko Gold's Malartic mine (Stock Profile... Read more »

Doug Casey, Casey Research

Doug Casey is a respected author, publisher and professional investor. He has authored newsletters and alert services for investors for over 28 years. These services have evolved into Casey Research and The Casey Report - a subscription... Read more »

Peter Grandich, The Grandich Letter

Peter Grandich is the founder of Grandich Publications, the publisher of The Grandich Letter since 1984. His commentary on the metals and mining sector has been read by tens of thousands of people around the world. Today, The Grandich Letter is one of... Read more »

A Romney Win "Bad" for Gold

Gold bullion prices rallied to a one-week high at $1720 an ounce Wednesday morning in London, though they still looked set to record a loss on the month, while European stocks opened higher before losing some ground and US markets prepared to re-open after being closed for two days. ... Read more »

Teck Resources - Rated Outperform

Canadian diversified mining company Teck Resources has business units focused on copper, steelmaking coal, zinc and energy; and, Teck is also a significant producer of specialty metals such as germanium and indium. The company is the second largest seaborne exporter of steelmaking coal. Coal accounts for just under... Read more »

Gold Price "Range-Bound"

Gold prices dropped below $1710 an ounce Monday morning in London, below where they ended last week, after failing to hold onto gains made in Asian trading. Silver prices dropped below $31.80 an ounce, also down from Friday's close. "Gold has been trading lower as it follows the US Dollar appreciation," says Bayram... Read more »

Uranium Supply and Demand

Under the terms of the 1993 government-to-government nuclear non-proliferation agreement, the United States and Russia agreed to commercially implement a 20 year program to convert 500 metric tons of HEU (uranium 235 enriched to 90 percent) taken from Soviet era warheads, into LEU, low enriched uranium (less than 5... Read more »

Will Ivanplats follow Facebook's IPO Path?

It what was the most widely anticipated IPO in Canada this year, Ivanplats raised $300 million last week and began trading on the TSX Exchange. Ivanplats (Stock Profile - TSX:IVP) is Robert Friedland's latest mining company to hit the public markets... Read more »

Speculators Blamed for Sell-Off in Gold

Tuesday's fall in the price of gold came amid "a market-wide retreat" said one analyst, with "across-the-board selling by speculators" according to another. Gold bullion traded near 7-week lows for US and UK investors on Wednesday morning,... Read more »

Clean-Out "Positive" For Gold

After Monday's Asian session saw new six-week lows, the Dollar gold price recovered some ground to trade near $1725 an ounce Monday morning in London, while stocks and commodities were broadly flat and US Treasury bonds fell. "Both the weekly and daily charts are pointing for an initial move to $1693," says the... Read more »

Funding for Junior Miners Improving

Small mining companies have enjoyed a decade long commodities boom. But now, many have long spent the monies raised via the equity markets and are struggling to come up with new cash to fund operations. About $400 million was raised through fewer than 30 deals in the spring and summer of 2012, compared with roughly... Read more »

Gold and Silver Continue Correction

Gold bullion prices hovered in a narrow range below $1750 an ounce in Monday morning's London session, after recovering some ground lost during Asian trading. "We traded through lots of stop [losses] this morning," said one trader in Singapore, after gold began the week by dropping more than ten Dollars to $1742... Read more »

Freeport-McMoRan: Positive Copper Fundamentals

Freeport-McMoRan executives James R. Moffett, Chairman of the Board, and Richard C. Adkerson, President and Chief Executive Officer, said in their most recent earnings report, "We are positive about the long-term fundamentals of the metals we produce."  This despite concerns about weak global growth and slowing Chinese... Read more »

Is Barrick Gold a Buy?

On June 6, 2012 Barrick Gold made the surprising announcement to replace Aaron Regent as CEO. At the time, although there was plenty of frustration over Barrick's share price performance, many investors felt the company was moving in the right direction under Mr. Regent's leadership. Forbes noted, "Barrick's stock... Read more »

Greece to Become Top Gold Producer

The International Monetary Fund today warned that the Eurozone could see capital flight of $2.8 trillion unless the region's leaders "act swiftly to restore confidence." In turn, Italy saw its 12-month borrowing costs jump this morning from 1.69% to 1.94% at an auction of €8 billion in new short-term debt. "The... Read more »

MAG Silver - Rated Speculative Buy

This week MAG Silver released the maiden resource estimate for its 100% owned Cinco de Mayo project in Mexico. It indicated contained resources of 52.7 million ounces of silver, 785 million pounds of lead and 1.8 billion pounds of zinc. In response... Read more »

Gartman: Everyone Needs to Own Gold

"Gold is just another currency," well-known investor and newsletter publisher Dennis Gartman told CNBC Tuesday. "It is doing well in other currency terms...I am not a gold bug. I don't think the world is coming to an end, but I think everyone needs to own some gold." Western households grew more bullish towards... Read more »

Gold and Silver Hold Gains

Gold prices hovered in a tight range just below $1780 an ounce for most of Tuesday morning in London, just below a new 2012 spot market high touched yesterday following comments from US Federal Reserve policymakers. Silver prices traded... Read more »

Continental Gold - Rated Outperform

Continental Gold released an updated mineral resource estimate for the Yaragua and Veta Sur vein systems at its 100 percent owned Buritica project in Antioquia, Colombia. Undertaken by independent consultants from Mining Associates, the mineral resource estimate at a gold cut-off grade of three grams per tonne Measured... Read more »

Peter Brown, Canaccord Financial

Peter Brown has contributed to the growth and prestige of Canada’s mining industry by helping many resource entrepreneurs and emerging companies gain access to venture capital. This capital has enabled countless mining entrepreneurs and professionals to acquire, explore and develop promising mineral prospects and... Read more »

Rick Rule, Sprott US Holdings

Rick Rule has dedicated his entire professional career to natural resource investing. In addition to the knowledge and experience gained in a long career as a licensed stock broker and founder of Global Resource Investments Ltd., he has a worldwide network of contacts in the natural resource and finance worlds. In... Read more »

David Morgan, The Morgan Report

The "Silver Guru", David Morgan holds degrees in finance and economics as well as engineering. He is the author of the investment newsletter The Morgan Report, a monthly publication that covers economic news, the currency market and reasons for investing in precious metals and specific mining equities. David Morgan... Read more »

Top Mining Minds

Top Mining Minds is an ongoing editorial and interview series from MiningFeeds.com, the internet's #1 investment website focused exclusively on mining. We connect with some of the world's most successful and influential mining industry magnates. From company builders to company financiers, we feature the mining industry's... Read more »

The Gold Argument

Gold no longer has a legal role in the world’s monetary system, but because of a collapse of faith in sovereign obligations - fiat currencies/paper money – and a coming complete lack of trust in governments and financial institutions, I believe gold may very well quickly become a core banking asset. So why do... Read more »

Gold in Euros Sets New High

Euro gold prices remained close to all-time highs hit yesterday. "The debt crisis in the Eurozone has escalated again," says today's commodities note from Commerzbank. "Gold should therefore remain in high demand as a store of value and alternative currency. Silver has also been pulled upwards in gold's slipstream." Spain... Read more »

Strikes Affect Gold & Platinum Production

Bloomberg News reports that 39% of gold mining output in South Africa – the world's former #1 producer – has been closed after fresh wildcat strikes hit gold majors AngloGold (Stock... Read more »

PMI Gold - Rated Outperform

PMI Gold Corp. (Stock Profile - TSXV:PMV) announced that the Minerals Commission of Ghana has recommended that the Minister of Lands and Natural Resources grant the required Mining Leases to the company covering the Obotan project. Concurrent... Read more »

Extreme Junior Explorer to GDX Ratio

I've been banging the table for the last 6 months about remaining optimistic during bear markets, and becoming incrementally more excited about a particular investment class as the markets appear bleaker. Since the beginning of September, mid-tier and major gold mining companies have rocketed higher. At this... Read more »

Adam Parker: QE3 Inadequate

The Bangles, an American all-female band that originated in the early 1980s, scored several hit singles during the decade. Susanna Hoffs joined sisters Vicki and Debbi Peterson and Annette Zilinskas to form the band in Los Angeles. The Bangles and their friendly 80s synthpop sound came to the attention of Prince.... Read more »

The Fiscal Cliff

According to the Federal Reserve's Survey of Consumer Finances, from 2007 to 2010, a typical US family lost 39 percent of its wealth - in 2007, the median family net worth was $126,400, in 2010, it was $77,300. From 2000 to 2011, median income for working-age households fell from $63,535 to $55,640, a decline of... Read more »

Gold and Silver Stocks Best Performers

The Bank of Japan followed suit today and eased monetary policy by boosting its asset-buying program. Prospects of a near-term recovery in the world's third largest economy faded due to weakening exports and what appears to be a prolonged slowdown in Chinese growth. "Japan's domestic demand is still firm," Bank... Read more »

Sandstorm Gold Nolan Watson Interview

We had the opportunity to sit down with one of the youngest and most successful CEO’s in the mining business today, Nolan Watson, of the Sandstorm companies. Chosen as a Canadian ... Read more »

Gold and Silver Defending Gains

The cost of gold dipped below $1770 an ounce during Monday morning trading in London, but remained less than ten Dollars below their six-month high hit last Friday, the day after the US Federal Reserve announced a third round of quantitative easing. Prices for buying silver fell to around $34.50 an ounce this... Read more »

Lessons From Bernanke's Last Speech

After months of "quanticipation", the Federal Reserve has finally done it. Ben Bernanke yesterday announced another round of asset purchases. The much-vaunted third round of quantitative... Read more »

German Court Backs Bailout Fund

The spot market gold price touched a new six-month high at $1746 an ounce Wednesday morning, while stocks and the Euro also rallied following a ruling by Germany's Constitutional Court cleared the way for the creation of a permanent Eurozone... Read more »

U.S. Dependent on Foreign Uranium

Recently we sat down with Amir Adnani, CEO of Uranium Energy Corp. (Stock Profile - NYSE MKT:UEC), an American uranium mining company, for a conversation on the nuclear industry eighteen months after the catastrophe at Fukushima which devastated... Read more »

Chinese Antimony Under Pressure

China remains by far the world’s largest producer of primary antimony. It's estimated that China accounted for around 70% of official mine production in 2011, down from around 80% in earlier years. Production in China is unlikely to increase over the next few years and could even fall in the face of government determination... Read more »

Why QE3 Is a Real Possibility

The GDP is considered the nation's report card because it provides the broadest measure of economic activity. What does the US’s latest report on the state of the economy, the US’s GDP report card, say in regards to further monetary easing, yes or no? Lets break it down into a pro/con list, the pros are actually... Read more »

Lydian Intl. - Rated Speculative Buy

Yesterday, after the market close, Lydian International Ltd. (Stock Profile - TSX:LYD) released the results of a feasibility study for its 100%-owned Amulsar heap leach gold project in Armenia. The study estimates average annual production... Read more »

ECB Action "Supportive" for Gold

Gold prices fell briefly below $1690 an ounce today this morning in London trading, remaining close to six-month highs, while stocks and commodities were also broadly flat, ahead of tomorrow's policy announcement from the European Central Bank. "The next resistance is at $1700," says the latest technical analysis... Read more »

CEO Interview: Balmoral Resources

Woody Allen once said 80% of success is just showing up. It might sound trivial but showing up, every day, is not easy. When I first met Darin Wagner, President and CEO of Balmoral Resources (Stock Profile - TSXV:BAR & OTCQX:BALMF) nearly... Read more »

Giustra: Inflation Thesis Still Intact

Frank Giustra took the Canadian Securities Course and began his career in the investment industry in 1978 as an assistant trader with Merrill Lynch. In the early 1980s, Giustra left Merrill Lynch to create a resources-financing group in Europe for the new firm Yorkton Securities. In 1990, he became President of the... Read more »

Signals Suggest Gold Bull Market

Analysts continued to speculate on the prospects for more quantitative easing from the US Federal Reserve. Heading into the weekend, spot market Dollar gold prices looked set for a gain of more than 3% on the week, after gold rallied following... Read more »

Will Central Banks Ease Monetary Policy?

Stocks and interest rates are back to late spring – pre latest European fear levels - and the Jefferies/Thomson Reuters CRB commodities price index is at a three-month high. Risk assets are obviously back in favor with investors - possible action by the European Central Bank (ECB) and the US Federal Reserve (Fed)... Read more »

Yukon Mining Districts - Part 1

Famous for the Klondike Gold Rush, the Yukon Territory is a barren land with 35,000 inhabitants. Located in Canada's deep north, the Yukon yields an annual three to five month exploration window for mining companies. With summer coming to an end, drill results are pending and many miners are hoping to find the Yukon's... Read more »

Yukon Mining Districts - Part 2

The latest Yukon discoveries to fuel rushes include the Selwyn Basin in 1953, the Finlayson Lake District in 1994 and the White Gold District in 2009. Located in eastern Yukon, the Selwyn Basin is one of the world’s largest underdeveloped lead-zinc districts. The Faro deposit, discovered in 1965, contained a combined... Read more »

Gold Reserve Judgement Day Approaches

What do Doug Belanger, President of embattled mining company Gold Reserve and Arnold Schwarzenegger have in common? The are both lead performers in Judgement Day. For Schwarzenegger, Judgement Day was the name of the second film in the Terminator franchise. For Belanger, Judgement Day is the ongoing saga associated... Read more »

Follow Mining Stocks

As an investor in mining stocks it is difficult to stay connected with your investments and the companies on your watch list. Wouldn't it be great if someone designed an email application that sent you daily updates featuring company-specific news and media articles? Well, it is great and it's a free service from... Read more »

Mining Stock Indexes

At MiningFeeds, we are committed to providing mining investors with the best information available on the internet. But we are not just fans of mining, we are also fans of technology. In April, 2012 we launched our unique and proprietary "Mining Stock Indexes". These indexes are connected to the category listings... Read more »

World Gold Production 2012

World gold production in 2011 was 2,700 tons of gold (estimated by the USGS). Gold production had previously reached its peak in 2001 (2,600 tonnes of gold). The question is what does gold production look like in 2012 and whether production will again stagnate at this level. Gold production around the world... Read more »

Potash Stocks are on the Move

Potash stocks are on the move again. The recent heat wave and drought hitting the Midwestern United States has seen corn prices jump 38% since June 1st. The Obama administration identified the current drought plaguing farmers across the U.S. as the worst in 25 years. Agriculture... Read more »

Exploration vs Development vs Production

Only you can decide the level of risk you can tolerate and how much patience you have to sit while developments, the story, plays out. The most upside (and by far the greatest risk) comes from buying a junior when they are exploring and make an initial discovery. Great drill assay results can send a juniors share... Read more »

Why Warren Buffett Likes Tungsten

In 2011, restrictions on the availability of rare earth elements brought the term "critical minerals" into the headlines. The industrial world's powers responded by filing a complaint with the World Trade Organization (WTO) against China's... Read more »

Copper - Potential Supply Constraints

There may come a time in the not too distant future when copper will be in shorter supply than the current shortage of rare earth elements (REEs). While this is not the situation today, an examination of the longer-term outlook for copper indicates this scenario might not be so far-fetched. According to the International... Read more »

Spanish Mountain Dream Team

On April 20th 2012, a press release was issued by advanced junior gold exploration company, Spanish Mountain Gold (Stock Profile - TSXV:SPA). It indicated the appointment... Read more »

Fluorspar: Mining a Critical Mineral

Fluorspar is the commercial name for the mineral fluorite and was included in the list of 14 raw materials labeled as “critical” by an expert group chaired by the European Commission of the European Union (EU). World reserves of fluorspar... Read more »

Who is Alexis Tsipras?

If you haven't heard there is an election in Greece on Sunday. If he wins, 37 year old leftist SYRIZA leader Alexis Tsipras promises to reject austerity and the crippling terms of the 130 billion euro bailout. On the right, the other front-runner is 61 year old New Democracy leader Antonis Samaras. Samaras says rejecting... Read more »

How to Hedge a Bad Market

According to Reuters, this weekend Spain is expected to ask the euro zone for help with recapitalizing its banks. Spain will be the fourth nation in the euro zone to seek a bailout since Europe's debt crisis began. First, Ireland received an 85... Read more »

Soros' Take on Europe

Between 1979 and 2011, Soros has given away over $8 billion to human rights, public health, and education causes. Now he's giving some free advice to European policy makers. In his Remarks at the Festival of Economics, Trento Italy earlier this month, Soros believes that Germany must show leadership to preserve the... Read more »

Will the ECB and Fed Follow China's Lead?

With Europe’s growth in a deep freeze, China is feeling the pain. While many think the U.S. is receiving most of the Chinese-made goods, Europe is actually China’s largest export partner. Nearly 22 percent of China’s exports head to Europe, contributing nearly 6 percent to China’s GDP; only 17 percent of exports... Read more »

EU Summit Produces Economic Appetizer

The markets were starving for some positive news, optimism ran high yesterday in hopes the EU Summit in Brussels would produce the required substance to restore confidence in the markets. In the mining sector, some significant rallies occurred while the heads of Europe prepared for dinner. Shares of Geologix Explorations... Read more »

Economic Crisis 2012 - What's Next?

The austerity that was forced on Greece has resulted in a backlash from Greek voters. The two ruling parties in Greece, which had traded power back and forth for 50 years, only received 33% of the vote between them. And now, no coalition can be cobbled together so the Greeks are going back to the voting booths. ... Read more »

ECB Plays Fiddle While Markets Burn

For six days and seven nights the citizens of ancient Rome watched helplessly as their city burned. The massive fire that consumed Rome in 64 A.D. spread quickly. After it was over, 70 percent of the city had been destroyed. "Of Rome's 14 districts, only four remained intact. Three were leveled to the ground. The... Read more »

Mining Hot Spots in 2011

According to Metals Economics Group’s (MEG) recent Strategic Report, the 2011 dollar volume of significant ($25 million minimum) acquisitions totaled $47.4 billion—down 4% from 2010’s $49.3 billion. In the context of an ongoing European economic crisis and lower growth expectations for China, 2011’s total spending... Read more »

Who Stopped the Printing Press?

Most of the dollars created in the stimulus programs (QE 1 & 2) after 2008 did not make it into circulation to be spent by small businesses (the largest job creators) or consumers (the driver of the US economy). They're either parked at the Federal Reserve or the world’s central banks as foreign reserves (many... Read more »

Interview: Blair Way of Strike Graphite

On January 25, 2012, Strike Gold changed its name to Strike Graphite (Stock Profile - TSXV: SRK). In doing so, the company communicated quite clearly to the investment community that Strike had found its focus. Strike was an early-mover in the... Read more »

Mexico: 3 Mining Stocks to Watch

According to the Mexican Mining Chamber, in 2010 revenue mining and metallurgical production (US$13.16 billion) surpassed the revenue generation of Mexico's tourism industry and established mining as the country’s second most productive sector after oil and gas. The growth of the sector has led to increased exploration... Read more »

Mining in Mexico: Part 1

Mexico is a major producer of silver, gold and base metals. In addition, the country is also a leading producer of celestite, bismuth, fluorite, cadmium, molybdenum, graphite, and manganese. In the Fraser Institute's most recent Survey... Read more »

Mining in Mexico: Part 2

In 2010, Mexico overtook Peru in silver production, reaching the world’s top position, with 128.6 million ounces produced. Mexico currently ranks 12th in gold production, and many think the country has a strong possibility of ranking among the top five within the next few years. In terms of foreign investors, Canada... Read more »

Markets Climb a Wall of Fear

U.S. stocks rallied, driving the Standard & Poor’s 500 Index to its best weekly gain since March affirming the old Wall Street adage that "markets climb a wall of fear". The equity markets surged ahead on strong corporate earnings despite negative international news, almost across the board. On Friday, it was... Read more »

Gold Stocks - What's Going On?

In 2012, gold bulls have plenty of room to graze in the stockyard these days as the investing herd migrated to other assets during the market’s steep climb. For the fourth time in the past year, gold bears outnumbered the bulls in Bloomberg’s weekly Gold Bull/Bear Sentiment Survey. In fact, the bears had the bulls outnumbered... Read more »

Frank Holmes - Gold Should Thrive

The world has been experiencing the largest liquidity boom, as the central banks’ seven-month easing binge continues. Over this time, ISI counted 127 different stimulative policies, such as printing money, lowering interest rates and other easing measures, taken by governments around the world. The policy shifts... Read more »

Upcoming Q2 Mining Milestones

Perhaps we should call this article, "PDAC Revisited". While meeting with mining company executives at the annual Prospectors and Developers Association of Canada (PDAC) convention in Toronto in March, we wanted to know what was coming up in Q2, 2012? For some companies, it was business as usual, but a number of... Read more »

5 Mining Stocks to Watch in 2012: Part 1

With the first quarter of a new year in the books we step back this month, take stock if you will, look towards the future and ponder what's in store for the balance of 2012. This year has been marked by volatility in both the commodities sector and the equity markets in general. Crude oil is north of $100 per barrel... Read more »

5 Mining Stocks to Watch in 2012: Part 2

3. Geologix Explorations Inc. (Stock Profile - TSX:GIX & OTC:GIXEF) Perhaps it's finally time for Geologix to change its name. After years of exploration and development the company is getting close to transitioning... Read more »

Metals and Minerals Investment Sector

There is always a sector among the raw materials on the verge of a period of "euphoria". On the chart below, each resource is represented by a company, because the indexes do not exist for all of the individual resources. Notice that, for 10 years, there is always a sector that is in a phase of "boom",... Read more »

Will Mining Stocks Beat the Market?

The past year has been a rough ordeal for nearly every sector of the market, but the metals and mining industry seemed to be battered on all fronts, despite previous run-ups in commodity prices across the board.  As if a stalled economic recovery on a global scale and a debt crisis in Europe were not enough, the industry... Read more »

Gold: Caught in a Bear Trap

Rising bond yields, a stronger U.S. dollar and an improving U.S. economy have squelched expectations for a third round of quantitative easing (QE3) and consequently, spelled trouble for gold. Since late February, gold has declined more than 7 percent. As confidence improves, UBS says the yellow metal is losing the... Read more »

Will Japan Turn Back to Nuclear Energy?

Japan had plans to construct nine new nuclear power plants by 2020 and at least another 14 by 2030. After Fukushima, Japan’s then Prime Minister Kan advocated replacing nuclear energy with renewables. Kan resigned because of criticism of his handling of the crisis and questions over his energy strategy. Japan's... Read more »

Australia Passes 30% Mining Tax

Australia's senate has approved a 30% tax on iron ore and coal mining profits despite strong protests from global mining giants BHP Billiton Ltd. (Stock Profile - ASX:BHP & NYSE:BHP) and Rio Tinto Ltd. (Stock... Read more »

Why Cobalt is Strategic to the U.S.

Approximately 48% of the world's 2007 mined cobalt was a byproduct of nickel mining from sulfide and laterite deposits. An additional 37% was produced as a byproduct of copper operations, mainly in the Democratic Republic of the Congo (DRC) and Zambia. The remaining 15% of cobalt mining came from primary producers. The... Read more »

U.S. Mining Industry in Decline

The U.S. mining industry has been in decline for decades. A number of factors have contributed to this trend making the world's most powerful nation ever dependent on the supply of foreign resources. A number of factors are attributed to the decline. First, restrictive environmental regulations make mining and processing... Read more »

Rare Earth Shortage Reality

The world's biggest economies are joining forces to oppose China's policies on domestic rare earth elements as the risk of a global shortage looms closer to reality. The United States joined the European Union and Japan to file a complaint with the World Trade Organization (WTO) on Tuesday against China's export... Read more »

Did Greece Just Default?

In June, 2011 Standard and Poor's warned plans for the private sector to roll over Greek debt could trigger a default under its ratings criteria. Standard and Poor's also said that, depending on the circumstances, it viewed "certain types of debt exchanges... Read more »

Energy Critical Elements

A Report by the APS Panel on Public Affairs and the Materials Research Society coined the term “energy-critical element” (ECE) to describe a class of chemical elements that currently appear critical to one or more new, energy related technologies. “Energy-related systems are typically materials intensive.... Read more »

PDAC 2012 - Mining Milestones in March

After meeting with mining companies for the past two days at the annual PDAC convention in Toronto, we're pleased to present a list of upcoming mining milestones in March. Or shall we say, March/early April as prefaced by many of the executives in attendance at this year's convention. In alphabetical order, here's... Read more »

Junior Mining Financing Down 24% in 2011

From Metals Economics Group’s (MEG) Exploration Activity Services, the dollar amount of junior financings declined 24% in 2011 to $21.5 billion from $28.1 billion in 2010 and increased 12% from 2009 and 43% from 2008 totals. Of the total, financing amounts for base metals fell 32%, while the decline for gold... Read more »

Gold & Silver Drop as QE3 on Back Burner

Today, the U.S. Commerce Department said the economy grew at a slightly faster pace in the final three months of last year. It expanded at a 3.0 percent annual rate from October to December, the fastest pace since the spring of 2010. The data was slightly ahead of estimates and a full 1.2 percent better that the numbers... Read more »

Gold Demand Trends

The World Gold Council (WGC) reaffirmed the power of the Love Trade in its 2011 Gold Demand Trends report released this week. Gold demand grew 0.4 percent in 2011 despite a 28 percent year-over-year increase in bullion’s average price. After flirting with the top spot for some time, China emerged as the world’s largest... Read more »

Junior Gold Mining Stocks on the Move

As the European debt crisis captured headlines around the world the markets, as expected, were volatile this week. And resource stocks, in particular, were under pressure. Despite the images of buildings burning in Athens, equity markets were resilient and closed the week with modest gains. The big stories this week... Read more »

European Debt Crisis - What's Next?

Greece’s predicament just became substantially worse. Frustrated by missed deadlines and last minute twilight dealings, Euro zone finance officials are now examining ways of delaying parts or even all of a second... Read more »

Graphite: Supply and Demand

In 2010 a European Commission included graphite among the 14 materials it considered high in both economic importance and supply risk. The British Geological Survey listed graphite as one of the materials to most likely be in short supply globally. The US has also declared graphite a critical material. The U.S. Department... Read more »

Cashed-Up Catfish Report

We are delighted to bring you the MiningFeeds bottom fishing report. And to catch these fish, you don't need to know how to noodle. Noodling is the term used for fishing with your bare hands. Noodling is practiced primarily in the southern United States and the primary choice of noodlers is the flathead catfish. Flathead... Read more »

Mining M&A Increase Expected in 2012

Solid fundamentals, strong balance sheets and an appetite for growth is expected to drive M&A in the global mining and metals sector in 2012, says Ernst & Young’s Global Mining & Metals Transaction Leader, Lee Downham. Commenting... Read more »

Rare Earth Elements are Critical Minerals

The U.S. Department of Energy, in its Dec. 2011 report entitled Critical Materials Strategy examined the role that Rare Earth Elements (REEs) and other key materials play in clean energy technologies such as wind turbines, electric vehicles, solar cells and energy-efficient lighting. Five of the... Read more »

Coal Price Outlook 2012

Coal in Asia is unlikely to recover in 2012 from its first decline in three years as electricity-price controls in 2011 prompted Chinese and Indian utilities, Asia's biggest energy users, to limit purchases of the fuel. According to the median... Read more »

Interlisted Gold Stocks Shine

Gold is not vital to human existence, in fact, it has relatively few practical uses. But its unique atomic properties and its imperishable lustre have made it one of the world’s most coveted commodities. A long-standing symbol of beauty, wealth, and immortality; Egyptian pharaohs insisted on being entombed in the... Read more »

Silver Stocks & Bullion Gaining Ground

Silver stocks and silver bullion have been on the upswing over the last month - the shiny white metal has tacked on more than 20 percent. Today, the Global X Silver Miners ETF (NYSE:SIL) advanced $0.86, or 3.5%, hitting a high of $24.71 per share before retreating back to the $24.34 mark. Investors may be taking safe... Read more »

China's Demand for Copper Expected to Rise

Base metals were the laggards among commodities last year, with copper one of the worst performers, losing 21 percent. Global consumption of copper increased only 4 percent in 2011, which is lower than the 10 percent growth in 2010, but higher than the decade-average of around 3 percent, says Macquarie Research.... Read more »

Impala Platinum CEO Resigns

In my mind's eye, I have this picture of David Brown; with a glass of New Year's champagne in one hand and the last bars of 'Auld Lang Syne' ringing in his ears, wondering what 2012 would bring him. A brutal self- assessment of his leadership of Impala Platinum (profile IMPUY.PK)... Read more »

Week in Review: Gold, Silver & Base Metals

Canadian fund manager Eric Sprott said this week he was bullish on precious metals and bearish on cyclical commodities like base metals. Sprott said, "I am not bullish on cyclical commodities such as iron ore, coal, steel, lead and zinc because I am worried about this economic contraction that everybody is talking... Read more »

Uranium Stocks - Full of Energy

As we settle into a new year, one sector has demonstrated it's full of energy: uranium. After what was an unequivocal terrible year in 2011, the sentiment towards uranium appears to be changing. In late December, Japanese governor of Aomori, Shingo Mimura announced he approved... Read more »

2012 - Mining Sector Activity on the Rise

Metals Economics Group (MEG) Pipeline Activity Index (PAI) increased in November to reach its highest level since March 2011, thanks to another record month of significant drill results and improved financings, before falling again in December as explorers paused for the holiday season. December’s drop was mitigated... Read more »

Is Copper set to Rally in 2012?

History says that government policy shifts can have a tremendous affect on the economy and the markets. While no one can predict the future, you can use probability in your favor. For example, Chinese stocks have historically moved with money supply. In the webcast, Analyst Xian Liang showed the chart below plotting the... Read more »

2012 - Off to a Bang!

2012 is upon us and it was a good opening week for the both the markets and mining companies alike. On the heels of intense tax-loss selling in December despite positive economic data hitting the headlines as 2011 came to a close, nothing seemed to stem the tide of December tax-loss selling as many mining issuers set... Read more »

You Can't Print More Gold

Negative real interest rates occur when the inflationary rate, or CPI, is greater than the current interest rate. A quick account of the G-7 and E-7 countries shows that the majority have negative real interest rates. Across the developed G-7 countries, British citizens are the worst off with real interest rates... Read more »

Uranium Price Forecast 2012

With tax-loss selling in full effect and the equity markets experiencing extreme volatility heading into the Christmas season, we take a look at uranium and the companies involved in the mining and exploration of yellow cake. What do you need to know about uranium? In mid-2007 the price of Uranium reached over (US)... Read more »

Uranium Stocks to Watch in 2012

In what was nothing short of a terrible year for the uranium industry, the end of 2011 will undoubtedly be marked by sighs of relief from uranium mining and exploration professionals around the world. With the sector beaten and bruised from the fall-out of the nuclear reactor crisis in Japan, is it finally time for... Read more »

Russia dominates global uranium markets

When the USSR collapsed Russia inherited over a thousand tons of weapons-grade uranium and a massive nuclear refining and fabricating infrastructure – 40% of world total. During the twenty year Megatons to Megawatts Program Russia will convert 500 tonnes of highly enriched uranium (HEU - uranium 235 enriched to 90... Read more »

World's Largest Miners Like Potash

Major mining companies are looking to enter the potash business, or expand existing operations, as they look for increased demand from developing nations such as China, India and Brazil. "This is a solid business and the big mining companies agree. If they can find a way to participate in it, they will.” Mark... Read more »

Will China continue to drive resource demand?

At the CLSA AsiaUSA Forum in San Francisco earlier this month, numerous opportunities for U.S. businesses in China were discussed. Factors affecting growth in China are the Asian middle class, an increasing urbanization rate, and additional disposable income. The latter has been partially spurred by recent increases... Read more »

Drilling activity continues despite volatile markets

Metals Economics Group Pipeline Activity Index (PAI) increased for the second consecutive month to reach a four-month high in September, driven by impressive numbers of significant drill results and a jump in initial gold resource announcements. In October, however, the increased... Read more »

Mining Exploration Up 50% in 2011

According to Metals Economics Group’s (MEG) Corporate Exploration Strategies, the estimated total 2011 budget for nonferrous metals exploration surged to $18.2 billion.... Read more »

Latin American Gold Production on the Rise

According to a recent mining industry report by Metals Economics Group (MEG), Latin American gold production should increase more than 10% in 2011. The report states that about two thirds of Latin American production is from primary gold mines and the rest is from secondary sources, mostly copper and silver mines. Although... Read more »

Anglo American's Fancy Footwork

ANGLO American's (LSE:AAL) recent corporate maneouvres have really caught the eye, especially the sale of its 24.5% stake in Anglo American Sur, its Chile base metals company, to Mitsubishi. Analysts have described it as 'fancy footwork' and 'corporate theater'; another, in martial terms as Anglo... Read more »

Silver and Gold Stocks Paying Dividends

With money markets and Treasuries yielding next to nothing these days, investors are finding income in new places. One area those investors should consider is gold mining. With gold rising in value, mining companies are reaping record profit margins, yet the stock prices are depressed due to lack of investor interest.... Read more »

Potash: Saskatchewan Gold

Higher crop yields are needed in order to feed today’s global population of seven billion so strong fertilizer prices are sustainable. Over the next fifty years, as we add another 4.5 billion people to the world’s population, global demand for food will increase almost 70% if population growth predictions are correct. The... Read more »

Are Diamonds an Investor's Best Friend?

Immortalized in film by screen siren Marilyn Monroe, it's a well known fact that diamonds are a girl's best friend. But are diamonds an investor's best friend? In the mid-1990s they certainly were when there was a bona fide "diamond rush" in Canada after diamonds were discovered by Dia Met Minerals in Canada's north.... Read more »

Five Diamond Stocks to Watch - Part One

In 1969, while working in the Yukon, a geologist named Chuck Fipke needed to be rescued from a mountainside in the Mackenzie mountain range where he had been stranded for close to a week. Stewart Blusson, his boss at the time, sent in the helicopter that saved him. From then on, Fipke and Blusson became friends and... Read more »

Five Diamond Stocks to Watch - Part Two

3. Lucara Diamond Corp. (TSX:LUC) In March 2011, Lucara Diamond confirmed it was in talks with several companies in the diamond sector, including Gem Diamonds as it was evaluating merger alternatives. At the time, Gem Diamonds... Read more »

European Debt and the Price of Commodities

The ongoing crisis in Europe has not only affected emerging markets, it has also negatively influenced the price of many commodities. UBS states that an “escalating bank funding stress in Europe is forcing a profound deleveraging process.” As U.S.money markets have been forced to pull their funds out of Europe, the... Read more »

Evidence for a Commodities Supercycle

The evidence is mounting that the commodity markets will get back to “normal” after the sovereign debt crisis is resolved and growth from China, India, Africa and other developing nations is confirmed. Gus Gunn, of the British Geological Survey, has identified three main factors behind the steep rise in commodities... Read more »

Are junior gold equities ready to rebound?

Since hitting $1,900 an ounce through the beginning of October, gold has declined nearly 11 percent. Over the same timeframe, the NYSE Arca Gold Miners Index lost almost 13 percent. That’s a closer performance correlation than the roughly 3-to-1 gold equities to bullion ratio we’ve historically seen and could mean the... Read more »

Top Weekly Gainers

It was another big week in the markets with positive gains across most of the world's major exchanges. The TSX and TSX-V were no exception up 4.1% and 3.7% respectively. But we're not interested in single digit returns, we're taking a look at the top three mining companies that posted the biggest percentage gains this... Read more »

Large Scale Gold Deposits Increasingly Rare

As I have explained in my previous post on the world gold production, the share of major gold producing countries in the world gold production decreases. But what about the relative production from major gold miners? As shown in the chart below,... Read more »

Are Equity Markets Oversold?

U.S. stock markets suffered through the worst quarter since 2008, with the S&P 500 Index dropping nearly 14 percent for the quarter; more than half of this drop occurred in September alone. Only 54 companies in the S&P 500 saw positive returns during the month, while more than 200 dropped at least 20 percent, ... Read more »

Is Coal the new Uranium?

Thermal coal, which is the cheapest and most common type of coal, is burned to generate steam that powers turbines and produces electricity for either public grids or for large-scale industrial use. Metallurgical coal, on the other hand, is used as a fuel and as a reducing agent (coke) for smelting iron ore in a blast... Read more »

5 Coal Stocks to Watch - Part One

China's seemingly insatiable demand for raw materials has fuelled a bull market in commodities since 2001. And coal, has literally fuelled the fires of industrial development in China. The coal industry in China is, by far, the largest in the world. But did you know it is also the most deadly? The Chinese coal industry... Read more »

5 Coal Stocks to Watch - Part Two

3. SouthGobi Resources Ltd. (TSX:SGQ) SouthGobi Resources is focused on exploration and development of metallurgical and thermal coal deposits in Mongolia's South Gobi Region. The company's flagship coal mine, Ovoot Tolgoi, is producing and selling coal to customers in China. Ovoot Tolgoi is located... Read more »

Rare Earth stocks back to earth

Rare earths came to the public's attention when China began to restrict their export in July, 2010. At the time, China announced a 72% year over year reduction in exports and with 97% of the world's current supply... Read more »

Significant drill results up - activity down

Pipeline Activity Index (PAI) decreased for the second consecutive month in July, then slightly improved in August on the back of a record number of significant drill results. Both months remained below the PAI’s 2011 year-to-date average and well short of the March 2011 high, as the increased exploration activity was... Read more »

Central Banks buying Gold

Demand for gold isn’t only coming from the residents of China and India. There’s been a huge sentiment shift among central banks as well. Toussaint noted how, after many years of selling, central banks have become net buyers of gold. He says, “Western Central banks have essentially shut the tap off, and the vast majority... Read more »

Movers and Shakers

Here are your "Movers and Shakers" for the week ending September 16th, 2011 on the TSX and TSX-V Exchanges. In no particular... Read more »

Silvercorp in the Hot-Seat

The British Columbia Securities Commission said on Friday it's conducting a regulatory investigation into anonymous allegations against Silvercorp Metals... Read more »

Get leverage from gold producers

Gold is making regular headlines these days as global economic uncertainty remains high and the yellow metal recently reached record prices of just over $1,900 per ounce. Since a sharp correct where gold gave back over $200, the price has recovered and gold is currently trading around $1,885 per ounce. Goldman... Read more »

OceanaGold works diligently on Didipio

On Monday, the price of gold traded above $1,920 an ounce which marked another record setting day for gold bullion. The record was set after the Swiss National Bank announced it would imposed an exchange rate cap on the soaring Swiss franc to stave off a recession. The Swiss National Bank intends to keep the franc at... Read more »

10 Most Interesting Gold Stocks - Part 1

Is this the modern day version of the California gold rush or is gold in the process of forming a bubble? Erik Sprott from Sprott Asset Management is thinking steam ships and gold pans. In an article entitled, "Debunking... Read more »

10 Most Interesting Gold Stocks - Part 2

3. Eldorado Gold Corp. (TSX: ELD) If you were to sum up the story of the bull market in metals in two words, then "Chinese demand" might rank as high as any other pairing. Though, as... Read more »

10 Most Interesting Gold Stocks - Part 3

On May 16th, 2011 it was reported that U.S. investment billionaire and former gold advocate George Soros, through Soros Fund Management, sold nearly $800 million of gold during the first quarter after the precious hit a record high of $1,577 an ounce... Read more »

10 Most Interesting Gold Stocks - Part 4

8. Goldcorp Inc. (TSX:G) Lean and mean. The bull market in gold, which has, in ten years, moved the yellow metal from $270 to over $1,900 an ounce has obviously been a boon GoldCorp, as it has for many gold producers. But by ridding itself of non-core assets, cutting costs and making practical acquisitions,... Read more »

Peak Gold - did it happen in 2001?

In China, gold production has increased for the eleventh consecutive year. China is the world largest gold producer for the third time in history with 345 tonnes of gold produced this year. Among the top gold-producing countries, China, with its increasing gold production, seems to go against the general trend of decreasing... Read more »

It's official, Cameco wants Hathor

Cameco Corp. (TSX:CCO) officially commenced its $520 million hostile bid for Hathor Exploration Ltd. (TSX:HAT) today. On Friday, Cameco announced that it was planning the hostile bid after discussions concerning a... Read more »

Rio Tinto increases stake in Ivanhoe Mines

Last night Steve Jobs announced his retirement from Apple stating that he felt he could no longer fulfill his duties as the head of what has possibly become the world's most famous company. An announcement that was perhaps expected given his ongoing health issues and frenetic work schedule. In response to the announcement,... Read more »

Majors rediscovering British Columbia

The Province of British Columbia, Canada is experiencing a mining renaissance. What’s happening in the province, in regards to mining, should be on every investors radar screen. Vancouver is undoubtedly one of the greatest mining centers in the world and British Columbia should be a mining powerhouse when one considers... Read more »

Endeavour into Gold

Today marks the fifteenth day in which the TSX has experienced a large point gain or loss, most of which have been triple digit. In the U.S., the Dow Jones has investors on the edge of their seats as volatility reigns supreme. A worsening economy, a US debt downgrade from Standard & Poor's and a move from the Federal... Read more »

Silver production largely dependent on base metals

World production of the gray precious metal rose again in 2010. Silver, unlike gold, has seen production levels increase since 2003. This difference in production between gold and silver is not a coincidence due to geology and the history of their production. World production of silver in 2010 was 713... Read more »

Gold Reserve makes $2.1 Billion claim against Venezuela

Political risk, a term Gold Reserve (TSX:GRX) shareholders know well. Investors in Gold Reserve knew what they were getting into in Venezuela, or they should have. Gold Reserve's Brisas deposit is directly adjacent to Crystallex's Las Cristinas deposit, which, after both companies suffered through... Read more »

What are Strategic Minerals?

Strategic Minerals (also know as Critical Minerals) is a broad-based category that constitutes various minerals and elements; the majority of which are minor metals. Geography and availability of domestic supply often defines which minerals are deemed "critical"  for any particular region or country. On July 20,... Read more »

5 Strategic Mineral Stocks to Watch - Part 1

2011 has been a coming out party for rare earth elements and, more recently, a broader category of strategic raw materials. Strategic minerals constitute a variety of minerals and elements, most of which are minor metals, that are deemed critical to certain supply chains. Many minor metals are consumed in relatively... Read more »

5 Strategic Mineral Stocks to Watch - Part 2

3. American Vanadium Corp. (TSX-V: AVC) President Obama likes vanadium; or rather, he likes to say the word vanadium. Last February Obama joked that "Vanadium redox fuel cells is one of the coolest things I've ever said out loud". Obama also... Read more »

Castilla named Peru's next Finance Minister

In a move that may ease investors concerns, Peru's President-elect Ollanta Humala formally named Luis Miguel Castilla as Finance Minister and also announced that Central Bank President Julio Velarde would remain in his post. He first made the announcement of Castilla's... Read more »

Is Mining in South Africa in Decline?

Last year, political strategist and monetary economist Cedric Muhammad said, "At 29-years old and a base of support among the youth and business... Read more »

Literally, Mining Technologies Make Money

After buying your morning double-double at Tim Horton's, do you ever wonder where the coins came from? Long before they were turned into the money that we all carry around with us in our pockets, they were raw metals hidden in the earth. How do mining companies know where to drill to find metal deposits? Once they find... Read more »

Goldman Sachs shines spotlight on Gold

In a note to clients today, Goldman Sachs said it expects gold prices to continue to climb in 2011 given the current low level of U.S. real interest rates. "We recommend near-dated consumer hedges in gold,"... Read more »

Greece gives way to big Gains

Like most Canadians, the TSX took a break for Canada day celebrations on Friday after posting four consecutive positive days. And to the south, U.S. stocks posted their biggest weekly rally in two years with the Dow Jones Industrial Average rising 648 points after Greece took action to avoid default on its debt. “... Read more »

Rare Earth Elements - the new rockstar?

Rare earth elements (or rare earth metals) are a set of seventeen chemical elements in the periodic table, namely the fifteen lanthanides plus scandium and yttrium. Scandium and yttrium are considered rare earth elements since they tend to occur in the same ore deposits as the lanthanides and have similar... Read more »

5 Most Interesting Rare Earth Stocks - Part 1

If it weren't for rare earth elements, a collection of seventeen chemical elements in the periodic table that are generally found together in ore deposits, the world as we know it today would look a whole... Read more »

5 Most Interesting Rare Earth Stocks - Part 2

3. Rare Element Resources Ltd. (TSX:RES) Rare Element Resources is an early pioneer in their sector. The company has a 100% interest in the Bear Lodge property in Wyoming, which, according to the US Geological Survey, is one of the largest disseminated rare earth deposits in North America. Along... Read more »

Valuation of Rare Earth Stocks

From the research report entitled "Rare Earth - Our Top Picks" by analyst Luisa Moreno at Jacob Securities Inc. The rare earth sector is fairly new to investors and it is experiencing a great deal of growth and volatility driven mainly by the dramatic cuts in export quotas... Read more »

Rare Earths under Chinese Control

China mines REEs from bastnasite ore in the provinces of Gansu and Sichuan. In Inner Mongolia REEs are obtained as a by-product from iron making. HREE extraction, based on ion absorption clays, occurs in the states of Guangdong, Hunan, Jiangxi and Jiangsu. These clays have very low cerium content and as a consequence... Read more »

B2Gold Mine Flooding

Gold equities have climbed an astonishing 1,400% since their 2000 lows while the S&P 500 has declined 11%. However, 2011 has not been a good year for gold stocks. Gold has risen 7% so far in 2011, essentially in line with the S&P 500, but gold equities have not performed well and currently lag behind by about... Read more »

Should investors think Zinc?

On Wednesday, Breakwater Resources (TSX: BWR) agreed to a $663 million takeover from Nyrstar which marks the second takeover of a TSX listed zinc miner this year. Farallon Mining (TSX: FAN), was also taken out by Nyrstar. So we ask, should investors think zinc? Zinc is used primarily... Read more »

Is it time for a uranium sector rebound?

After the worst 3 month period for uranium miners since the 'great recession' is it finally time for a sector rebound? Last week, China reported their trade surplus expanded to $13.05 billion in May and strong imports... Read more »

Rumours of Tanzania mining Super Tax

Tanzania has become one of the fastest emerging gold producers in Africa, and is now the continent’s third largest gold producing country after South Africa and Ghana. Tanzania has proven gold reserves in excess of 36 million ounces and each year since 1998, a... Read more »

Peru goes to the Polls: 10 Mining Stocks to Watch

A cursory look at Peruvian mining will show you that many of the world's senior mining companies have operations there. The list of majors in the South American county includes Barrick Gold (TSX: ABX), Newmont Mining (TSX: NMC), BHP Billiton (NYSE: BHP), Freeport-McMoRan Copper & Gold (NYSE: FCX), and Teck Resources... Read more »

Silver - star performer in early 2011

On April 24th, the price of silver reached nearly $50 an ounce before a hasty retreat to $32.32. Ask some, and silver's impressive move from under $20 an ounce just eight months earlier was a predictable bubble ready to pop. Others, however, say the move was inevitable considering market forces and the devaluation... Read more »

10 Most Interesting Silver Stocks - Part 1

In the early 1970s two brothers from Texas, William Herbert and Nelson Bunker Hunt, began accumulating silver. By 1979, the pair had effectively cornered the silver market. From September, 1979 to January, 1980 the price of an ounce of silver leapt from $11 to $54. Before the collapse a few months later, it is estimated... Read more »

10 Most Interesting Silver Stocks - Part 2

3. Alexco Resource Corp. (TSX:AXR) Alexco Resource is Canada's newest silver producer.  The company is focused on the Yukon Territory of Northern Canada. Renowned silver bug Sprott Asset Management is a significant shareholder, reportedly... Read more »

10 Most Interesting Silver Stocks – Part 3

What's at the root of silver's volatile ride in 2011? We can't blame it on the Hunt brothers so let's blame it on China. On April 25th, as silver approached record highs, Bloomberg reported that China... Read more »

10 Most Interesting Silver Stocks – Part 4

8. Pan American Silver Corp. (TSX:PAA) Pan American Silver is the world's second-largest primary silver producer and has its sights set on Fresnillo plc, the world's largest primary silver producer and owner of the Fresnillo mine in Mexico. The company has operations in the United States, Mexico, Peru,... Read more »

Bad news is good news for potash stocks

The World Meteorological Organization predicts global food output may be impacted as climate change brings more extreme weather over the next decade. China, the organization says, is... Read more »

Investors enraptured with gold

After reaching a recent high of $1,577 on April 30th, the price of an ounce of gold reversed course and dropped dramatically, hitting a low of $1,462 on May 4th, a decline of 7.3% in just four days. But since then gold has been trending upward, gold is currently up over $7 to $1,526 an ounce. In the days leading... Read more »

The ghosts of Bre-X: mining in Indonesia today

On March 19th, 1997 Michael de Guzman, the exploration manager for would-be miner Bre-X, jumped from an Alouette helicopter flying eight-hundred feet above the Indonesian jungle. The official version of the events state that de Guzman was suffering from hepatitis B and a tormented conscience. He left behind a few hastily... Read more »

Sprott still bullish on Silver

Eric Sprott, founder of Toronto-based investment firm Sprott Asset Management, is generally considered to be of Canada's best investment managers. More recently, Sprott has carved out an international reputation as The Canadian Silver Bull. Originally entering the investment industry in 1981 as a research analyst... Read more »

Gold + Silver + Copper + Zinc = Eritrea

Eritrea, a funnel shaped country that borders The Red Sea, was, because of its unstable political history, a bit of a mystery to the international mining community. But an unprecedented... Read more »

Dogs of the downturn: worst performing TSX 60 miners in May

Blink and you may have missed it. If the recent downturn in commodities is coming to an end, as some suggest, it was a brief correction. While the recent slump actually contained the worst week for commodities since the recession of late 2008, many believe it's a mere blip. Hussein Allidina, head of commodity research... Read more »

Is the bubble about to pop for Canadian rare earth stocks?

Is rare earth metals mania another bubble that is about to pop, or a genuine shift in the supply demand curve? That question is the crux of a heated debate this week after Goldman Sachs analyst Malcolm Southwood said the back-story on rare earths, which have rocketed to more than ten times their value in just a couple... Read more »

Northwest Transmission Line unplugged?

On May 8th, 2011, just two days after the federal government gave the environmental thumbs-up on the Northwest Transmission Line (NTL), two B.C. First Nations say they will join forces to fight... Read more »

Junior abandons "anti-mining" Panama

On February 11th, Erin Ventures (TSXV:EV), a Victoria based junior miner, reported a mysterious website had surfaced belonging to a company called Mineral Mining PLC. In the website the company claimed to own a number of mineral properties that were already owned by Erin Ventures; namely, the... Read more »

Base Metals 101

In mining and economics, base metals are often referred to as non-ferrous metals. Non-ferrous metals is a broad category that includes the likes of aluminum, molybdenum, tantalum and magnesium. However, 'The Big 5' in the group are copper, zinc, lead, nickel and iron. When investors think of base metals they probably... Read more »

10 Base Metal Stocks to Watch in 2011 - Part 1

Base metal mining companies have, for many years, operated in the shadows of precious metal miners. But with increasing demand from China and developing nations around the world, base metal miners may finally be getting the respect they deserve. Patricia Mohr, commodities specialist at Scotiabank, recently went so far... Read more »

10 Base Metal Stocks to Watch in 2011 - Part 2

3. Mirabela Nickel Ltd. (TSX:MNB) By the end of 2008 Nickel prices had fallen by 80% from their May 2007 high of just over (US) $52,000 per tonne. In the first half of 2009, in the midst of the economic crisis, around a quarter of all nickel production from 2008 was suspended. Major producers such as... Read more »

10 Base Metal Stocks to Watch in 2011 - Part 3

Iron is the most commonly used of all metals and accounts for the majority (est. 95%) of the world's total annual metal production. China continues to be the main importer of the mineral and driver of global demand. China's daily crude steel output... Read more »

10 Base Metal Stocks to Watch in 2011 - Part 4

8. Invernia Inc. (TSX:IVW) April showers do not always bring May flowers. On April 5th, 2011 Ivernia’s shares were halted and the company announced that its wholly owned subsidiary, Magellan Metals, discovered mud on the bottom of... Read more »

Copper M&A Mania - who's next?

Copper record highs means the base metal is making headlines most every day; merger and acquisition mania is now in full flight. MiningFeeds.com takes a look at a couple of TSX listed junior copper miners that noted CIBC analyst Ian Parkinson says are ripe for takeover. But first, let's revisit the manic events... Read more »

Thermal coal gaining steam

Thermal coal is gaining steam. When thermal, which is the cheapest and most common type of coal, is burned its steam powers turbines that generate electricity for either public electricity grids or for large-scale industrial use. In a recent analyst poll by Reuters, forecasts for average 2011 thermal coal prices... Read more »

Quadra FNX celebrates a Sudbury Tuesday Night

In the mining circles of Sudbury, Ontario it takes a lot to raise an eyebrow. The resource business has been ingrained in the town for a long time. Long enough, in fact, that Sudbury's founding dovetails with the very creation of the country. During construction of the the Canadian Pacific Railway in 1883, blasting... Read more »

Teck surges on strong earnings from metallurgical coal

After the market closed yesterday, Teck Resources (TSX:TCK.B) released its Q1 2011 financial results. The rosy report included earnings of $461-million, or 78 cents per share.  Adjusted quarterly profit was $450-million, which was more than double the $198-million reported in the first quarter of... Read more »

Peru election concerns affect miners

Ollanta Humala is not a name that many outside of South America are familiar with. In 2006, however, the Peruvian Nationalist actually won the first round in Peru's 2006 presidential vote. Although Hugo Chavez openly backed him Humala was, ultimately, defeated in a runoff 53 per cent to 47... Read more »

Gold juniors flying high in 2011

With the TSX composite index down almost 500 points in two trading days investors are back on the fence waiting for, what some say, could be a long overdue correction in the global equity markets. Before the correction, the TSX was up 7.5% since the start of the year. Thomas Lee, a U.S. equity strategist at J.P. Morgan... Read more »

Avalon Rare Metals hits 52 week high

On December 21st, 2010,  Avalon announced it would list on the NYSE Amex exchange. The company's shares rose more than 20 percent after the announcement, to close the day at $4.91. The added liquidity of a U.S. listing has apparently served the company well. Shares have continued to surge, closing today at $9.13,... Read more »

Uranium One lags peers in sector recovery

The Japanese disaster, now approaching its one month anniversary, continues to be the only topic of discussion for investors in uranium stocks. The spot price of Uranium fell 10%, to $60 per pound immediately after the earthquake... Read more »

Romarco looks to modernize operations at historic South Carolina mine

For more than two years, the rise of Romarco Minerals (TSX:R) has been nothing less than remarkable. As late as October, 2008 shares of the Toronto based company could be had for a dime. The promise of the company's pending Haile gold project in South Carolina, however, has meant a steady rise to recent... Read more »

Is the price of cocoa a barometer of mining risk in the Ivory Coast?

In what has become a near daily occurrence, civil unrest erupted in another developing African nation today. The Ivory Coast is in the news once again. On Saturday, the Red Cross said that at least 800 civilians were... Read more »

Why should investors care about Alkali Metals?

Not all alkali metals are created equally. All of the alkali metals share similar properties: they are highly reactive metals under standard conditions and are thus never found in their elemental form in nature. The two alkali metals that are of particular value to investors are lithium, due to its high electrochemical... Read more »

Five Lithium Stocks to Watch in 2011 - Part 1

Read the word lithium and it’s likely not too long before you are reading the word battery. Jon Hykawy, lithium analyst for Byron Capital Markets echoed the sentiments of many recently when he described lithium as “hot and getting hotter.” Lithium... Read more »

Five Potash Stocks to Watch in 2011 - Part 1

Unlike lithium, potash is not scarce. The resource, however, is concentrated in a few privileged places on the globe, such as Canada, Russia and Belarus. This fact, in effect, turns the idea of abundance on its ear. Potash is extremely rare if you live in a “have not” country. The concentration of supply, combined... Read more »

Five Lithium Stocks to Watch in 2011 - Part 2

3. Talison Lithium (TSX:TLH) With a market capitalization near half a billion dollars, Talison Lithium (Stock Profile - TSX:TLH & OTC:TLTHF) is the biggest lithium mining company listed in Canada, and... Read more »

Five Potash Stocks to Watch in 2011 - Part 2

3. IC Potash (TSXV:ICP) All Potash is not created equal. The most common form, called Muriate of Potash, or MOP, accounts for about 95% of all potash fertilizers used worldwide. Toronto’s IC Potash, however, is concerned with the more rare and expensive Sulphate of Potash, or SOP. SOP is slightly... Read more »

Platinum; rare, expensive and green

Platinum, among the rarest and costliest of metals, is also one of the most green. Platinum is so rare that all of the metal ever mined would fill a room measuring less than 25 feet on each side. The metal has many critical commercial... Read more »

Can Barrick and the price of gold outpace inflation?

These days, mining companies worldwide are getting hit by soaring costs. The price of raw materials, energy and labour have all experienced steep and recent increases. Barrick Gold (TSX: ABX), the world's largest... Read more »

Great Panther Silver a picture of success

A pretty picture. That's what Vancouver's Great Panther Silver (TSX:GPR), which today reported record earnings and revenue for fiscal 2010, has presented to investors. A few years ago, a pretty picture might just have been the downfall of the company. That's because one of the primary uses of silver,... Read more »

What will demand for Cameco's uranium look like, post Japan?

Shares of Saskatchewan's Cameco (TSX:CCO), the world's largest publicly traded uranium company were, predictably, walloped after the Sendai earthquake and tsunami of March 11th. On Monday, March 14th, the first day of trading after the Japanese catastrophe, shares of Cameco were down $4.62 to $31.70.... Read more »

Mining heats up in the Afar potash region

The Danakil Depression is a geological depression in the Horn of Africa that includes three areas: the Afar Triple Junction; part of the Great Rift Valley where it overlaps Eritrea; and, the Afar Region of Ethiopia and Djibouti. About 1200 km² (463 sq... Read more »

Greystar, Ventana part of changing Colombian mining landscape

Colombia may not be as well known for mining as some of its more established neighbors in South America such as Chile and Peru, but recently, two TSX listed gold miners, Greystar Resources (TSX:GSL) and Ventana Gold (TSX:VEN) have done their best to bridge the historical gap. Greystar... Read more »

Ucore: What's in a name?

What's in a name? A lot, apparently. When Ucore Uranium last summer changed its name to Ucore Rare Metals (TSXV:UCU) shares of the company were floundering. Today,... Read more »

Crunch Time for Century Mining

When Century Mining, (TSXV: CMM) early last April, announced a final release agreement to eliminate royalties and future payments associated with their Lamaque gold mine with Teck Resources, it looked like the company was moving in the right direction. On April 28th, 2010, just a few... Read more »

International Northair shines as silver rises

The tortoise and the hare. There's no doubt which is which when you're talking about gold and silver, but the slow steady rise of silver has accelerated to a jackrabbit's pace. Silver is up 113% since the end of 2009, while gold's gain... Read more »

Great Western Minerals on top of Rare Opportunity

A cell phone the size of a shoe. A laptop that weighs more than a truck tire. If it weren't for rare earth metals, a collection of seventeen chemical elements in the periodic table that are generally found in ore deposits, technology... Read more »

Passport joins the Potash party

Food, these days, is headline news. The 2007 Mexican tortilla riots, which came after a sudden and sharp rise in the price of corn, seemed an isolated incident at the time, but were actually the beginning of something much larger. From Algeria... Read more »

Patience pays off for Copper Fox investors

Copper Fox (TSXV:CUU) investors are use to playing the waiting game, but the company's management just might be experts. Copper Fox listed on the TSX Venture in June 2004 to explore the potential of Schaft Creek, which the company believes is one one of the largest undeveloped copper deposits in North... Read more »

Gold and the Ides of March

Can the price of gold keep rising? Talk to gold bugs and they will tell you key drivers such as political instability and inflation are bigger issues today than when the yellow metal began the stellar rise that tripled its price in half a decade. But gold has its critics, and their rebuttal was crystallized by... Read more »

5 Gold Stocks to Watch in 2011 - Part 1

Canadian listed gold mining and exploration companies are enjoying an unprecedented funding environment. Investors, consequently, are anticipating that a number of discoveries will hit the street in 2011 as exploration and mining companies deliver results from substantial drill programs. A booming market also... Read more »

5 Gold Stocks to Watch in 2011 - Part 2

3. Centamin Egypt Ltd. (TSX: CEE) When the world changes, the market changes. While financial concerns naturally take a backseat to those concerning human rights, the uprising in Egypt and subsequent demonstrations throughout Northern Africa illustrate that the two are inextricably linked. When the... Read more »

Equinox Minerals launches hostile bid for Lundin Mining

Today, after twenty-four hours of speculation, Equinox Minerals  launched a hostile bid for Lundin Mining. The move temporarily leaves Symterra blowing in the wind. What is Symterra you ask? That is the proposed name of a new entity resulting from the friendly merger of Lundin Mining and Inmet Mining... Read more »

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