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Investing in Metals Beyond Gold

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    Encompass fund manager Marshall Berol on lesser-known metals investors should consider.

  • Duration 5:12
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Risk how about investing in toxic elements.

OK try to put -- that comparable safety gold bar and pick up graphite.

And some other names you probably never heard of Marshall barrel -- here he says there's plenty of money to be -- -- -- metals.

That a lot of you weren't looking at he is chief investment officer with Malcolm H -- some associates -- -- -- fund manager.

Joining us now out of Fox Business exclusive great to have you back thank you very much -- -- pleasure for different metals I wanna get right to these off the bat now when we Begin.

I want people to understand that you're not saying -- the physical metal but there are plays here but first let's get people up to speed.

Uranium.

Uranium.

Age used for nuclear power.

It generates.

The new -- power that generates a lot of electricity around the world.

After Fukushima a year ago there's been that concerns about the use of nuclear power but it's still very much in there -- use.

Is -- growing they're building plants around the world and uranium is in short supply and we think -- companies that are producing uranium are very.

Active okay you can see it's come down the -- Iranians come down from.

The year top price there let's get to -- a -- -- and -- truck of carbon of course and you look at -- it's that grayish metal that can be used in everything from.

Conducting electricity to batteries to brake pads -- like.

And it has a lot of industrial uses we tend to think of graphite is being the lead and lead pencils is really -- -- Graphite as with the various other lesser known elements such as an acrimony in the medium.

Are primarily produced in China and China's putting it export quotas on -- putting.

Restrictions on.

And that these supply demand imbalance.

Is.

Of concern to the users and to various governments.

Love how you just -- -- -- -- and Canadian let's get to those folks have you ever heard of -- me this is a toxic element they use it in -- batteries lead acid batteries.

-- targets bullets and now may be a bigger opportunity microelectronics.

The medium is a silvery gray metal and that's used as a steel added if you mix it with aluminum and titanium for jet -- -- let's get to the opportunities for stocks.

That can be positive for these names United States and to money.

United States -- a money.

Has a processing mill in Montana and has minds of reopening mines in Mexico that were closed.

The thirty years ago and they're processing males.

In Mexico and it's a very attractive company the stock has gone up quite a bit over the past year.

We think it's gonna continue to go up it's the largest holding in the encompass fund.

Uranium Energy -- this obviously for the uranium playing yet you're yes Uranium Energy core started producing.

Uranium in south Texas about fifteen months ago they're increasing production.

It's a smaller company.

But it's scary got a lot of growth ahead of it and it's got other projects Schwartz will be produced and your -- as well for hearing AMOCO is the largest producer in the world.

Produce about 20% of the existing.

Supply of uranium.

On a worldwide basis and for those who want a larger company they should look at chemical OK so those a year to uranium pleasant -- that's something called American -- -- mania.

American grenade -- which is a small Canadian company but has a the medium project in Nevada.

Very mining friendly jurisdiction.

And they will they anticipate bringing.

You that in -- production.

In the not too distant future.

And the medium that you -- of there are a variety of uses remaining it was also increasingly being used in batteries.

Flow particularly large storage batteries which are needed.

Four when the store wind energy storage solar storage after its produce from the wind -- the solar.

It needs to be stored somewhere apple -- audience being used for the Avalon rare metals they have EL.

Quickly -- and I wanna ask is it about -- rare rare earth and metal project.

A very large one in Canada the heavy wearers and of those are far rarer.

Let me get to something that isn't rare but the CEO of endeavor silver talking about silver itself said that he didn't expect a lot of action in silver right now but that eventually it will move higher.

What would you say how much room do you think silver has to -- this year.

It it's hard to put a timeframe on it we would say we're we're optimistic -- so were proof.

The price of the metal will increase in the stocks -- -- even better.

As what will be the case with gold.

Would not be surprised to see gold hit another new high this year silver might take in -- next year.

But -- the stocks have trailed the commodity prices and we think that will.

Close the gap will be close between this stocks and the metal prices themselves.

Marshall -- chief investment officer with Malcolm H dissonant associates of the encompass -- great to have you add to money graphite Canadian uranium will put it all on the FaceBook dot com slash Liz -- page great to see you.

Thank you very much a -- learn something new every day for metals that weren't on your radar possibly.