Where Will the Graphite, Lithium and Cobalt for the Battery Revolution Come From?: Simon Moores
Source: Kevin Michael Grace of The Mining Report  (3/24/15)
Following the lead of Tesla Motors, LG Chem, Foxconn and others are racing to build megafactories to build batteries for electric cars. Yet even now the world supply of graphite, lithium and cobalt needed to supply these factories is insufficient. In this interview with The Mining Report, Simon Moores, managing director of Benchmark Mineral Intelligence, explains that we can soon expect healthy prices for all three metals, but the juniors that will succeed in the market must first and foremost learn to meet the needs of the end users. More >

How Healthier Food Boosts Margins for Ag Companies and Investors: AltaCorp's John Chu
Source: Kevin Michael Grace of The Energy Report  (3/19/15)
More people are eating better, and demanding food with no gluten, more fiber, less fat and more protein. According to John Chu of AltaCorp Capital Inc., this trend equals tremendous growth potential for companies specializing in high-margin foodstuffs. In this interview with The Energy Report, Chu highlights one such specialty food stock, examines the effects of low oil and natural gas prices on the fertilizer space, and explains why he prefers the prospects of nitrogen-based fertilizers over potash. More >

Why Goldman Sachs Is Wrong About Commodity Prices: Philip Richards
Source: JT Long of The Mining Report  (3/17/15)
Goldman Sachs delivered a dire commodities outlook earlier this year, but RAB Capital Founder Philip Richards still sees compelling buying opportunities. In this interview with The Mining Report, Richards discusses his outlook for oil, gold, vanadium, zinc and nickel, and profiles companies with projects that will see the light of day even in harsh price environments. A few of these names have doubled in stock value in recent months, and still others look poised to deliver multiple returns on investment. More >

Stephane Foucaud: How to Make Money in the Chaos of Oil and Gas
Source: Tom Armistead of The Energy Report  (3/11/15)
Operating in difficult conditions—whether political, logistical or technical—comes with the oil and gas territory, but the collapse in oil and gas prices has added further complexity and risk to the space. Though many companies have lost half or more of their share price in the debacle, Stephane Foucaud of FirstEnergy Capital tells The Energy Report how to find value in small-cap exploration and production names, and provides several examples of companies poised to rebound on the upturn. More >

When Junior Markets Turn Most Negative in 35 Years, Guess Where Financier Carlo Civelli Puts His Money?
Source: JT Long of The Mining Report  (3/10/15)
After 30 years of investing in natural resources, financier and founder of Clarion Finanz Carlo Civelli has declared 2015 to be one of the worst natural resource investing markets he has ever seen. But he is still finding opportunities by funding some of his favorite management teams in neighborhoods where he sees an opportunity to prove resources and attract buyers. In this interview with The Mining Report, he shares his secret for finding companies that can create value despite challenging market conditions, and he reveals where he is putting his money today.

Contrarian Steve Palmer's Balancing Act Stretches from Western Canada to the East China Sea
Source: Peter Byrne of The Energy Report  (3/5/15)
Building a small-cap energy portfolio that maintains balance in turbulence requires the ability to spot junior firms with solid backbones. Steve Palmer of AlphaNorth Asset Management has made a career of spotting companies loaded with value, and he tells The Energy Report not only what he looks for, but also where he has found it. More >

Galaxy Resources: A New Focus to Meet the Coming Lithium Demand
Source: Kevin Michael Grace  (3/5/15)
Just two years ago, Galaxy Resources was overleveraged and unfocused. It had lost the support of the market and its shareholders. Today, as Managing Director Anthony Tse explains in this interview with The Energy Report, a new management team has exerted fiscal discipline, consolidated assets and focused the company on its world-class Sal de Vida lithium project in Argentina, positioning Galaxy to supply a metal critical to the explosion in demand for modern electronics and transportation. More >

Three for Three and Going for Four: Manitok Energy's Mass Geremia
Source: Kevin Michael Grace of The Energy Report  (2/26/15)
The oil price collapse has left most of the industry reeling, but Mass Geremia remains unbowed. The president and CEO of Alberta oil and gas company Manitok Energy Inc. used hedging to protect against the worst of the downturn. In this interview with The Energy Report, Geremia explains how his strategy of prudent and efficient "old school" expansion has Manitok on track to become an intermediate producer before the end of the decade. More >

Macquarie's Brian Bagnell: Forget Peak Oil; Worry About Peak Demand
Source: Kevin Michael Grace of The Energy Report  (2/26/15)
Brian Bagnell of Macquarie Capital Markets has two caveats for investors in junior oil and gas companies: Expect extreme volatility, and don't expect oil prices above $70/barrel anytime soon. He tells the The Energy Report that the winners in this sector will demonstrate maximal efficiency and minimal costs, and that even in this time of crisis there are bargains to be had. More >

ROTH Capital's John White Pumps the Permian for Profit
Source: Tom Armistead of The Energy Report  (2/19/15)
John White has initiated coverage on several small-cap exploration and production companies in the Permian Basin, the latest of the major basins to turn in a big way from vertical oil and gas wells to horizontal fractured wells. In this interview with The Energy Report, the ROTH Capital Partners senior research analyst names five Permian players on his list of favorites. More >

Alphastox's Moshevich Defines the One Thing Strong Energy Juniors Share
Source: Peter Byrne of The Energy Report  (2/19/15)
The implosion of oil and gas prices will flush out oil and gas exploration juniors with weak balance sheets and too much debt, says Etienne Moshevich, editor of Alphastox.com. The small-cap companies left standing, however, are poised to soar once the market begins to accelerate. In this interview with The Energy Report, Moshevich touts the benefits of motivated management teams and solid balance sheets for all companies in the energy sector, and singles out seven oil and gas juniors, plus a pair of uranium picks, with outstanding prospects come the turnaround. More >

The Real Breakeven Price of Oil Is Not What You Think
Source: Keith Schaefer, Oil and Gas Investments Bulletin  (2/18/15)
"In a zero interest rate policy environment, Wall Street debt syndicates will set the oil price, not the Saudis or the U.S. producers." More >

Jeb Handwerger: A Surge in M&As Proves that Gold Is Back
Source: Kevin Michael Grace of The Mining Report  (2/17/15)
Gold stocks have been trading at huge discounts for years, but even rock-bottom prices couldn't entice takeover bids until the market hit bottom. The bottom is now here, says Jeb Handwerger, founder of GoldStockTrades.com, and M&As are off to a roaring start this year. In this interview with The Mining Report, Handwerger predicts a new record gold price within 18 months, and presents a host of gold and other metal equities poised to take off in 2015. More >

Global Insecurity Is Good for Gold, Says Mike Niehuser
Source: Kevin Michael Grace of The Gold Report  (2/16/15)
International anxiety may be good for gold prices, as gold continues to have a place as a store of value in uncertain times, says Mike Niehuser of Scarsdale Securities. Lower energy prices and a stronger dollar may provide relief for precious metal miners, especially explorers and miners working outside the United States. Management teams that have been forced to adapt to survive should do well in an upturn, and in this interview with The Gold Report, Niehuser discusses a handful of companies that fit the bill, including one in renewable energy. More >

Low Oil Prices Are an Act of Economic Warfare: Veteran Investor Bob Moriarty
Source: Karen Roche, The Energy Report  (2/12/15)
This is a wonderful time to have cash and be in the oil business, according to Bob Moriarty of 321energy.com. That's because savvy juniors can go shopping for assets being sold as "uneconomic" when oil is $40–50/barrel. But the low price won't last, he tells The Energy Report, predicting much higher oil within the year. And while that increase will cause oil stocks to rise in tandem, Moriarty reminds investors that it still pays to be selective. More >

Hedge Against Short-Term Cycles with Lithium: Daniela Desormeaux
Source: Tom Armistead of The Mining Report  (2/10/15)
Lithium is for long-term investors, says Daniela Desormeaux, founder of signumBOX. Its future will be driven by soaring demand for batteries for electric vehicles and electronics. In this interview with The Mining Report, Desormeaux notes that lithium is less dependent on short-term economic cycles than commodities like oil and copper, and says demand for lithium will grow faster than the global economy. The entry of new players to the market is making what was an oligopoly more diverse and competitive, and she highlights some of the exciting projects being developed. More >

Blackbird's Garth Braun: Leveraging Leadership, Foresight and Natural Gas Liquids
Source: George S. Mack of The Energy Report  (2/10/15)
When an energy company has grown its share price more than 400% against strong headwinds in one year, that's an attention-getter. The formula, as always, is to get the right management, after which value will be created and growth will follow. CEO Garth Braun of Blackbird Energy Inc. has made sweet lemonade out of a sour market in fossil fuels. In this interview with The Energy Report, Braun describes his business model and talks about his management and leadership style. More >

Raymond James Analyst's Four Top Picks for the Coming Uranium Upswing
Source: Tom Armistead of The Energy Report  (2/5/15)
Uranium spot prices have shown more life recently, says David Sadowski, mining equity research analyst at Raymond James, and he expects upward pressure to continue as utilities resume buying to meet future needs. In this interview, he tells The Energy Report the time is ripe to invest in uranium company stocks. In addition to his four top picks in the space, Sadowski identifies other companies whose takeout potential will be enhanced by the rising value of their properties, including one he thinks the market has undervalued. More >

Stefan Ioannou: Bottom-Fishing Opportunities in Base Metals, Especially Zinc
Source: Brian Sylvester of The Mining Report  (2/3/15)
Copper is off to a rough start in 2015 and while other base metals have also shown price weakness, zinc could finish 2015 strong, says Stefan Ioannou, mining analyst with Haywood Securities. He estimates that over the previous two years about 12% of global zinc production ceased and more will end soon, ultimately leading to a run in the zinc price in late 2015 and into 2016. In this interview with The Mining Report, Ioannou discusses his top zinc pick and some high-grade, low-cost copper producers with zinc production profiles. More >

Sowing the Wind in the Oil Markets
Source: Mike Berry, Disruptive Discoveries Journal  (2/2/15)
"Will U.S. consumers spend this unexpected and new income or save it?" More >

Michael Waring Has Seen the Energy Downturn Movie Before, and He's Not Worried
Source: Tom Armistead of The Energy Report  (1/29/15)
With oil and gas prices down, it's time to cull the herd, sell marginal producers and double down on the strong ones in your portfolio, says Michael Waring, founder of Galileo Global Equity Advisors Inc. In this interview with The Energy Report, Waring explains that this kind of correction happens every 10 years in this space. It presents opportunities for companies to improve and investors to profit—and he names four companies he considers most likely to succeed. More >

Lies and Deception In Ukraine's Energy Sector
Source: Oilprice  (1/28/15)
The Ukrainian government has repeatedly claimed it is doing its best to improve the oil and gas investment climate, but official statements are the opposite of the reality, as Prime Minister Arseniy Yatsenyuk is leading the great deception. More >

Want to Avoid Oil's Gloom? Turn to the Sun, Says Outsider Nick Hodge
Source: Kevin Michael Grace of The Energy Report  (1/21/15)
While some celebrated shale oil as a "boom," Nick Hodge derided it as a "Ponzi scheme." Today the shale sector quivers before the specter of falling oil prices, and the oil majors that have invested heavily in shale may be humbled. In this interview with The Energy Report, the founder of the Outsider Club and investment director of Early Advantage argues that nuclear energy is about to reassert itself, and that solar power is on the verge of becoming a major energy source. He also highlights one uranium and four solar companies with especially bright futures. More >

Which Commodity Horses Will Be Up and Which Down on Joe Reagor's Merry-Go-Round?
Source: Kevin Michael Grace of The Mining Report  (1/20/15)
Metals are like horses in a merry-go-round, believes Joe Reagor of ROTH Capital—as some rise, others fall. In this interview with The Mining Report, Reagor explains how looming surpluses, shortages and reduced confidence in central banks will be negative for copper but positive for silver, gold, uranium and, especially, zinc. And he suggests a handful of companies in these sectors that look to be best in show. More >

Geology and Logistics Make the Bayovar 12 Phosphate Project Tough to Beat
Source: Brian Sylvester of The Mining Report  (1/15/15)
The planet's population is growing by 60 million each year. More crops on less land will mean farmers will have to use more fertilizer, and that's an investment thesis worthy of a closer look. Savvy investors will want to take a look at phosphate, a key element in fertilizer, and the companies that mine it. Focus Ventures Ltd. is earning a 70% stake in a phosphate project in Peru that should be a low-cost producer for decades to come. In this interview with The Mining Report, Focus President and Director David Cass and Vice President of Corporate Development Ralph Rushton discuss some the finer points of the phosphate market and their flagship Bayovar 12 project. More >