Yearly Archives: 2012

Why The Miners May Outperform Gold After The Election?

Why The Miners May Outperform Gold After The Election?
The miners are already beginning to outperform both bullion and the S&P 500 and we believe this trend will continue due to favorable fundamentals and seasonality. For the past six months, the silver miners (SIL) and gold miners (GDX) have outperformed. We expect this trend to continue as investors see possible weaker earnings and slowing growth in the large caps yet rising inflation and commodity prices, which benefit the miners. Notice that even during this pause in the rally both the gold and silver miners are holding up well versus the S&P500 and are outperforming bullion. The miners may be forecasting a coming breakout in gold at $1800 or a rotation from large caps to miners. After this breakout look for the large miners with rising share prices to make deals with the cheap junior gold miners for large premiums.
Read more

Why The Chinese May Buy Undervalued Junior Miners

Why The Chinese May Buy Undervalued Junior Miners
At this very moment, Chinese investors are utilizing a novel approach buying natural resources as the U.S. dollar and long term treasuries are possibly on the verge of a major decline, leaving the Chinese overweighted in this risky sector.
Read more

Why This New Uranium Mine Is Critical For European Nuclear Power

Why This New Uranium Mine Is Critical For European Nuclear Power
Recently, nuclear giant AREVA became a major shareholder and sits on this junior uranium miner's board as they are interested in the low cost of production and extremely high grade at their project. Areva paid $.35 for the deal so new investors could purchase shares significantly discounted to that placement. This is a major stamp of credibility and prestige as this company emerges from being a junior explorer into a developer of Europe's next uranium mine with the backing of a major nuclear institution.
Read more

Platinum Price May Outperform Gold and Silver As Strike In South Africa Intensifies

Platinum Price May Outperform Gold and Silver As Strike In South Africa Intensifies
We have serious supply concerns as the majors delay large mines and South Africa one of the largest producers of gold, platinum and palladium is facing the worst and most violent labor crisis in decades. This will not end quickly and may continue to plague the South African mining industry. This will not only put pressure on the supply of gold, but could cause platinum to spike as more than 80% of the world's supply originates from this questionable jurisdiction
Read more

Supply Demand Fundamentals Point To Powerful Rebound In Uranium Mining Stocks

Supply Demand Fundamentals Point To Powerful Rebound In Uranium Mining Stocks
Over the next 12–18 months, the uranium sector is going to have a very powerful rebound based on supply-demand fundamentals. So it's very important to watch what the smart money is doing when prices are down and the uranium miners are trading at 52-week lows. Consider the recent deals that have been occurring, including a utility signing an offtake agreement with Paladin Energy Ltd. (PDN:TSX; PDN:ASX) and Chicago Bridge & Iron Co. (CBI:NYSE) buying The Shaw Group Inc. (SHAW:NYSE) for its nuclear building capabilities.
Read more

U.S. Department Of Defense Making Bold Move To Support Rare Earth Mining

U.S. Department Of Defense Making Bold Move To Support Rare Earth Mining
The U.S. Department of Defense has made a bold move to support a North American rare earth element project, and it's made waves in the market. In this exclusive interview with The Critical Metals Report, Jeb Handwerger, editor of Gold Stock Trades, explains what this means for investors and what companies may be the sector's next big success stories.
Read more

Turnaround Rally In Heavy Rare Earths As U.S. Develops Independent Supply Chain

Turnaround Rally In Heavy Rare Earths As U.S. Develops Independent Supply Chain
Gold Stock Trades expects a turnaround rally in this wildly oversold resource area, which is still relatively unknown by the public crowd. There are developments that may be reversing the 18 month basing process and indeed trap the disbelievers. Included in these possibilities is the bearish sentiment that the less advanced rare earth companies have inadequate cash reserves needed to proceed with development. This interpretation may have been advocated actively by the larger cap Molycorp(MCP) and Lynas (LYSCF) who is deficient in the heavy rare earths. Subscribers are aware that we have been presenting one rare earth as one of our choice selections. The current breaking news vis a vis the U.S. Department of Defense (DOD) vindicates our faith in the this story.
Read more

Uranium Miners Hitting a Major Bottom: Nuclear Set To Rebound In 2013

Uranium Miners Hitting a Major Bottom: Nuclear Set To Rebound In 2013
Another great example, according to Handwerger, is Bill Gates’ position as one of the primary investors in TerraPower, a nuclear reactor design company. “Gates has invested tens of millions of dollars. To me, that’s a testament that forward-looking people know that when it comes to power, you need a mix. And that mix has to include nuclear,” he said.
Read more

Junior Miners (GDXJ) Are Outperforming Gold Bullion (GLD)

Junior Miners (GDXJ) Are Outperforming Gold Bullion (GLD)
Since the expiration of QE2, gold outperformed silver, the large producers and the small miners. However, that trend appears to be reversing as the cash strapped junior miners are getting more interest from the cash rich majors and royalty companies who need to look for resource growth. Notice the major royalty deals that Silver Wheaton just recently signed for the first time since 2007.
Read more

This Gold and Silver Miner May Be The Next Takeout Target

This Gold and Silver Miner May Be The Next Takeout Target
This miner appears to be breaking out of downtrend and a base of over 18 months. Now it has made an 8 month cup and now in September is forming the handle near 2012 highs. The 50 and 20 day has crossed above the 200 day. This is called a golden cross and may predict a positive move similar to late 2010 when the company rallied from $1.25 to $4.25. We believe if you look at the comparables of previous acquisitions such as Minefinders, Fronteer and AuEx that a much higher price is justified.
Read more