Category Archives: Latest Commentaries

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
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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.
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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.
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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.
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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.
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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.
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Gold and Silver Miners Breakout As Open Ended QE3 Announced

Gold and Silver Miners Breakout As Open Ended QE3 Announced
It must be noted that the spinmeisters know that when the general equity markets rally to new highs, then the probability favors the incumbents who usually win by a landslide. The S&P500 and Dow Jones is breaking into new two year highs which may make the voters feel that the economic storm has passed and good times are here again. These accommodative moves will be quite painful to investors who are sitting on a record level of cash and U.S. debt and have been shaken out of their gold and silver holdings.
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Uranium Miners Breakout: Competition May Arise For Near-Term U.S. Producers

Uranium Miners Breakout: Competition May Arise For Near-Term U.S. Producers
Finally, the fine hand of Iran is adding to the possibility that the price of oil may be used as a counter stratagem to destabilize the entire Middle East cauldron, as the Arab Spring morphs into the Islamist Winter. We note the recent attacks on our U.S. embassies in Cairo and Benghazi, on the anniversary of 9/11, which resulted in the death of Americans, a U.S. Ambassador and the tearing down of the U.S. flags which were replaced with Al Qaeda emblems. Should this continue to occur across the Middle East then there may well be a spike in all forms of energy, especially uranium which is selling at a fraction from its peak in 2007. If Iran mounts a Middle East counter-offensive and possibly chokes off the Straits of Hormuz, perdition may break loose as all commodities may spike putting urgent strains on an already weak Western economy. This may be the reason why Saudi Arabia and the United Arab Emirates are going full speed ahead in constructing nuclear reactors to counteract the inaction of the world which is allowing Iran to move full speed ahead.
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Investors Preparing For QE3 As Gold and Silver Skyrocket

Investors Preparing For QE3 As Gold and Silver Skyrocket
The Fed may follow China and other countries around the globe in making accommodative moves. This summer China began cutting interest rates for the first time in years. Do not forget two years ago at the end of August, Bernanke announced QE2, flooding the markets with $600 billion. Silver soared from $18 to $50. It seems that investors have already prepared for such a move as gold and silver stage technical breakouts, while the miners are just beginning to play catch up. In this article we highlight a potential takeout target which has shown incredible resource growth.
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Precious Metals Breakout: Royalty Companies Outperforming Major Miners

Precious Metals Breakout: Royalty Companies Outperforming Major Miners
For several weeks, we have been attracted to silver due to rising demand as a monetary metal and declining supply due to the lack of new discoveries. Silver (SLV) is beginning to outperform gold (GLD). We are beginning to see major breakouts throughout the mining sector (GDX). The precious metal royalty companies are outperforming led by Royal Gold (RGLD) and Franco Nevada (FNV), some are making new 52 week highs.
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