SAN FRANCISCO, CA--(Marketwired - November 10, 2015) - From his perch in Johannesburg, Swiss-born Craton Capital Fund Advisor Markus Bachmann has been watching the metals price and cost cycles, and he has some good news. The days of mining company managements using shareholders to support their lifestyle may be nearing an end. He is seeing more companies run like a business, throwing off free cash flow even in a depressed price environment and providing opportunities to get in on the ground floor of turnaround stories. In this interview with The Gold Report, Bachmann shares six names from the portfolio that pass his rigorous resource and operational criteria tests.
The Gold Report: What are the indicators you watch when evaluating the fundamentals behind gold, silver and copper? Are you looking at financial policies in the U.S.? Gross domestic product in China? Economic headlines from Europe? Something else entirely?
Markus Bachmann: Those are all short-term catalysts. A potential interest rate increase in the U.S. might be a midterm overhang, but it could also be a catalyst. We shouldn't overanalyze the gold market. The gold market will do what the gold market will do. It often comes down to a longer-term sentiment. We learned...
Continue reading this interview: Six Mining Companies That Pass Craton Capital's Shareholder-Centric Filter
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Investors rely on The Gold Report to share investment ideas for the precious, base and critical metals sector. Our exclusive interviews with leading industry experts and analysts provide a clear picture of the causes of macro-economic shifts and the strategies that help you capitalize on developing trends.
Guyana Goldfields Inc. is a sponsor of Streetwise Reports. Helio Resource Corp. is a banner sponsor of Streetwise Reports. Markus Bachmann had final approval of the content of the interview and is wholly responsible for the validity of the statements. Opinions expressed are the opinions of Mr. Bachmann and not of The Gold Report or its officers. The interview does not constitute investment advice. Each reader is encouraged to consult with his or her individual financial professional and any action a reader takes as a result of information presented here is his or her own responsibility.