Category Archives: Latest Commentaries

Jeb Handwerger: “Early innings of a great lithium-ion battery boom”

Jeb Handwerger: “Early innings of a great lithium-ion battery boom”
Don't buy things that are trending on Twitter or the front page of USA Today, warns Gold Stock Trades publisher Jeb Handwerger. Buy them when they are unloved and on the back page. In this interview with The Energy Report, he singles out the unloved companies that could become media darlings in the coming boom in energy metals, uranium and—eventually—oil sectors. And he stresses the importance of the single most important commodity in the investing space ever—time.
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Once in a Lifetime Buying Opportunity in Junior Miners Might Not Last For Too Much Longer

Once in a Lifetime Buying Opportunity in Junior Miners Might Not Last For Too Much Longer
As the summer comes to an end, investors return to their offices and trading volumes tend to pick up after Labor Day. I expect that many are realizing the markets have considerably changed since May. Global equity markets are all off led by the price decline in the S&P500 which has broken its four year uptrend forming a technically bearish death cross. The name of the game right now is capital preservation and plunge protection. Look for rallies in equities to be short lived. The Fed is expected to raise interest rates for the first time in many years on September 17th. However, there is growing uncertainty that will not occur especially due to the recent equity market volatility. Many other major economies such as China are announcing stimulus plans to prevent a recession. As the global stock markets rolls over on fear of a US Rate increase, it could boost the value in the beaten down precious metals and commodities as they may be seen as a safe haven to protect against a plunge and preserve capital. Here are ten reasons why I believe precious metals, commodities and especially junior miners may be the best place to be over the next 3-5 years. The bottoming process for the juniors after a seven year decline may be ending in the next few months as they once again come back into favor for the following ten reasons.
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Post Stock Market Crash, Will Investors Look To Junior Gold Miners as a Hedge?

Post Stock Market Crash, Will Investors Look To Junior Gold Miners as a Hedge?
Despite equity markets hitting new highs many of the sectors were already in decline. This historic crash over the past week has been fueled by one of the most overbought markets that I can remember since the dot com bust. After the dot com bust investors sought out value in the deeply discounted commodity sector and junior miners. I expect history may not repeat but it should mimic. After the dot com bust junior mining was the place to be.
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Jeb Handwerger, “Prices for rare earths could be making a comeback.”

Commodities have seen a broad decline, but prices for rare-earth elements are poised for a recovery. That may come as a surprise following the bankruptcy filing by U.S. rare-earth miner and producer Molycorp Inc. earlier this year, and given the uncertainty surrounding metals demand and the economy in China, a country which controls nearly all of the world’s rare-earth market.
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Lithium Ion Battery Growth Boosting These Junior Miners Seeing High Volume Breakouts

Lithium Ion Battery Growth Boosting These Junior Miners Seeing High Volume Breakouts
Lithium and graphite are two of the most important materials for lithium ion batteries which have seen a huge increase in consumption over the past decade. Annual growth is around 20% which means demand doubles every five years at this point. The main driver is the increase in use of smartphones, laptops and tablets in addition to the increasing popularity of Tesla's electric cars. Increasing volume and price rises have recently come into some of our featured companies...
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Jeb Handwerger: “Picking the top 2 Stocks on OTCQX® in 2014 is a Great Blessing”

Jeb Handwerger: “Picking the top 2 Stocks on OTCQX® in 2014 is a Great Blessing”
In 2014, something very interesting happened. Despite the bear market in the junior sector, two mining companies, which I'm a shareholder of and which I spoke about numerous times in 2014, led the entire OTCQX. No. 1 was Western Lithium USA Corp. (WLC:TSX; WLCDF:OTCQX). No. 2 was NioCorp Developments Ltd. (NB:TSX). Western Lithium had a 2,566% increase in daily trading volume in 2014. NioCorp gained 394% in market cap. They were the top two of the best 50 OTCQX® companies. Picking the top 2 out of 10,000 public companies from all over the world during the worst bear market in mining history and an unprecedented stock market bubble has been a great blessing. This is why investors are attracted to the junior mining sector. If you do your homework and pick the stories that have exceptional fundamentals, you can realize exceptional gains. Two gains like that can offset a lot of losses.
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Junior Uranium Mining Breakout in Second Half of 2015?

Junior Uranium Mining Breakout in Second Half of 2015?
The big story over the second half of 2015 could be the junior uranium mining breakout, which I expected could be accelerated by moves from emerging economies such as China and India. The recent deal between Canada's Cameco and India could be the catalyst as highlighted in my previous article. I was quoted in Marketwatch and The Daily Reckoning stating my beliefs that large gains could be made in the nuclear energy sector. Keep an eye on this junior which may just be breaking out.
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Where Is Tesla Going To Get The Lithium and Graphite for The “Gigafactory”?

Where Is Tesla Going To Get The Lithium and Graphite for The “Gigafactory”?
Lithium Ion batteries aren't just for cars and mobile computing. For months, I highlighted the growing use of lithium-ion batteries for energy storage solutions. Tesla Motors (TSLA) known for making top notch electric cars is making a major move into building battery systems aimed at residences, commercial buildings and for power companies.These batteries could provide the answer for intermittent energy sources like sun or wind which is dependent on the weather. Solar or wind is great but what happens when the sun goes down or the wind isn't blowing. Tesla believes they can provide the solution through rechargeable lithium ion batteries that can be placed in homes or businesses storing energy and providing stability for intermittent renewable sources. Tesla has spent millions of dollars in battery research for their electric cars, now management believes that they can use that technology outside of the automobile sector. So where does the real opportunity lie? The real question is where will the raw material needed for these Tesla batteries come from? Does Tesla have any off-take arrangements yet?
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Emerging Economies Building Next Generation Nuclear Reactors For the 21st Century at Record Pace

Emerging Economies Building Next Generation Nuclear Reactors For the 21st Century at Record Pace
Uranium prices have climbed by roughly 35% since last summer. The weekly price of uranium stood at $38.85 a pound as of Monday, compared with $28 as of June 23, according to data from nuclear-fuel consultancy Ux Consulting Company LLC... Indeed, the world seems to be warming back up to the use of nuclear energy. Japan was using 50-year-old reactors while China, India and Russia are building next generation nuclear reactors, which are much safer than the first generation dinosaurs of the past.
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