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Value Microcaps Junior Miners

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Moderator: Bobwins Assistants: cl001
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Last Post: 5/23/2017 10:13:49 AM - Followers: 419 - Board type: Free - Posts Today: 0

This board is for discussing junior miners in both base and precious metals. The commodities boom appears to be a longer term issue so these stocks should become more important as investors try to find small companies that are discovering new deposits.

The typical scenario is that the big companies have such high overhead that they can only look for huge deposits. However as commodities rise in price and all producers max out production, the larger players struggle to replace reserves. The junior miners typically fill that role by finding deposits and then selling out to the cash rich bigger players.

My normal investing strategy is to look for profitable stocks with low p/e's. That strategy is difficult with mining stocks because most are not in production or are losing money.

My alternative strategy is to look for miners with near term potential to begin production. Those are the stocks that I will attempt to focus on along with any stocks that are actually profitable.

Bobwins



FAVORITE JUNIOR NICKEL MINERS:

 



FAVORITE JUNIOR ZINC MINERS:

Zinc prices have underperformed relative to other base metal prices during the commodity boom of 2010-11.  There is supposed to be a surplus in supply in the near term but significant shortages could develop over the next few years.  Several large zinc mines are slated to run out of reserves during this time period and demand is expected to continue to increase. 




FAVORITE JUNIOR COPPER MINERS:
 

  China remains the most important barometer of base metal fortunes.  If their economy continues to grow, copper usage and prices will continue to be supported at the current high levels.

Capstone Mining Corp CS.to/CSFFF.pk
F.D. 82.1M, The company is buying back 10% its shares from mid 07-mid 08. Holding ~20m shares of SST.v plus warrants.
Cash cost about 40c copper net byproduct credit, going lower as smelter charges drop in 08 and lead price jumps.
Recently increased its mill output by 120% under budget. Guiding 26 M lb of copper, 11.3M lb of zinc and 4.1M lb of Lead in 08.
New resource update by sep 07.
http://www.capstonemining.com/



QUADRA MINING QUA.to/QADMF.pk
S.O. 38.1M + 3.9M (InterMoly) + 12M (PP, fully allocated)=54M
F.D. 42.6M + 3.9M (InterMoly) + 24M (PP, fully allocated)=70.8M
2007 guidance: 125 M lb copper and 60 K oz gold
Q1 2007 production: 36.6 M lb copper and 31 K oz gold. Cost: ~$1.5/lb
http://www.quadramining.com

Taseko Mines Ltd. (TGB)
S.O. 113.6 M
F.D. 126.4 M
2007 guidance: 60-70M lb copper and 1 M lb of moly. Cost: ~$1.5/lb
Production set to increase to 120 M lb copper and 1.4 M lb of moly in late 2008 and cost will go down to close to US$1.1/lb area.
http://www.tasekomines.com


FAVORITE JUNIOR GOLD MINERS:



 


FAVORITE JUNIOR SILVER MINERS:


AURCANA AUN.v AUNFF.pk
S.O. 90.4M
F.D. 105.5M
http://www.aurcana.com/

FORTUNA  FVI.to FVITF.pk

Profitable mine in Peru has financed much of the development of their new mine in Mexico.  Producing over 2million oz of silver now, targeting 5million+ oz in 2013 when new San Jose mine should be at full production capacity.  

http://www.fortunasilver.com

 



SCORPIO MINING SPM.to SMNPF.PK
http://www.scorpiomining.com/

SILVER WHEATON  SLW

http://www.silverwheaton.com

Silver Wheaton is the biggest silver streamer.  They finance many junior miners by buying future production of silver at fixed prices.  The typical price they pay is 3.90/oz.  The miner gets needed financing to bring mines into production and SLW gets all or a percentage of their future silver production.  Silver Wheaton has financing power that many juniors lack.  Now that they have been in business for several years, their initial investment projects are coming into production and raising SLW's production levels.  Lower risk way to play silver because of diversification and lack of mining risk.  SLW is relatively low overhead. They have a small office staff of finance experts who continue to add deals to the portfolio and production without significantly adding to overhead now and in the future.  

 



FAVORITE JUNIOR URANIUM MINERS:

Worldwide, there are hundreds of nuclear powerplants on the drawing board.  The current mining supply is well below current usage.  The deficit is being supplied by Russia from deactivated nuclear warheads.  That program is going to end in 2013 and Russia has indicated they will retain whatever is remaining of their inventory for their own nuclear powerplant use.  As that deadline approaches, there is more and more likelihood that uranium will increase in price.  


Strathmore Minerals STM.v STHJF.pk
http://www.strathmoreminerals.com
 Near term producer, with two projects being advanced towards production.  Strathmore has a JV with Sumitomo to develop Roca Honda in New Mexico and is pursuing licensing for the Gas Hills Project in Wyoming.  Strathmore has a large acreage position in the US of prospects that it intends to JV or sell to concentrate on it's core products.  These properties were acquired many years ago at very low prices.  


Uranerz Energy URZ
http://www.uranerz.com

FAVORITE JUNIOR MOLYBDENUM MINERS:




FAVORITE JUNIOR TUNGSTEN MINERS:

DYNACOR MINES DYN.to MSDRF.PK
http://www.dynacor.com/

FAVORITE JUNIOR LEAD MINERS:




MontyHigh's blog, quite informative: http://montyhigh.typepad.com/world_of_wallstreet/

A Good web site for juniors: http://miningpedia.com/

 

PostSubject
#33451   GYA.V - Guyana Goldstrike Appoints Rodney Stevens To dj4321 05/23/17 10:13:48 AM
#33450   I think it's a combination of a couple beigledog 05/21/17 10:27:47 AM
#33449   Beigledog - Grupo Mexico dr_airtime 05/21/17 10:08:08 AM
#33448   Grupo Mexico (GMEXICOB- MX or GMBXF). I beigledog 05/20/17 11:07:35 AM
#33447   Also see this re Tinka, a must read IMO Lone Clone 05/19/17 04:59:53 PM
#33446   Thanks for your response, re: GWA kozuh 05/19/17 12:28:09 PM
#33445   Edge, for sure! I dont think there checkmate28 05/19/17 11:21:38 AM
#33444   Kozuh GWA, plus update. Your right, we got checkmate28 05/19/17 11:17:07 AM
#33443   0.19 is a great price, they must know Edge83 05/19/17 11:16:20 AM
#33442   That is a decent summary, albeit much of Lone Clone 05/18/17 08:22:49 PM
#33441   But that's 10.4 million new shares kozuh 05/18/17 06:40:55 PM
#33440   Gowest Closes Private Placement checkmate28 05/18/17 03:38:44 PM
#33439   TK.V Great Summary + Key Zinc Research dr_airtime 05/18/17 11:53:46 AM
#33438   checkmate28: Okay. I get it. bbotcs 05/18/17 11:52:37 AM
#33437   Please refrain from posting non informational posts here. checkmate28 05/18/17 11:48:14 AM
#33436   $ALZ.V $ALZTF - Aldershot Resources New Gold Discovery dj4321 05/18/17 10:22:11 AM
#33435   I second that. NXXGF is just getting started. ListenToMe 05/17/17 09:40:07 AM
#33434   $NXS.V $NXXGF- Nexus Gold Completes Drilling at Niangouela, dj4321 05/17/17 09:17:38 AM
#33433   NXXGF... I second that! ListenToMe 05/16/17 06:11:54 PM
#33432   NXXGF is the #1 small cap gold play! ListenToMe 05/16/17 06:10:48 PM
#33431   NCA.T Newcastle Gold - anyone taken a look? dr_airtime 05/16/17 11:30:21 AM
#33430   KOOTENAY SILVER COMMENCES 7,500 METER DRILL PROGRAM AT basserdan 05/15/17 02:49:13 PM
#33429   Pick 3 Contest #6 Deadline Less Than 5 SSKILLZ1 05/12/17 11:08:04 AM
#33428   $NXS.V $NXXGF News Phase Two Diamond Drill Program dj4321 05/11/17 10:50:19 AM
#33427   I like GWA, I've been sitting on the Edge83 05/11/17 12:10:43 AM
#33426   When does GWA start to ... kozuh 05/10/17 11:55:39 PM
#33425   HER.TO - see this: dr_airtime 05/10/17 07:46:04 PM
#33424   OT: Solved part of it. I had to Lone Clone 05/10/17 06:34:11 PM
#33423   For some reason I just get a blank Lone Clone 05/10/17 06:01:37 PM
#33422   HER.TO - I could be misremembering but wasn't CPTMatt 05/10/17 03:53:03 PM
#33421   Zinc sweepstakes - reminder on HER.TO/HER.AX dr_airtime 05/10/17 03:24:15 PM
#33420   I have 3 Yahoo web-sites kozuh 05/10/17 01:52:23 PM
#33419   Not to mention that Eritrea has probably the Lone Clone 05/10/17 01:17:22 PM
#33418   Judging by what has happened today, you may Lone Clone 05/10/17 01:09:03 PM
#33417   I agree that WoodMac has the best data. beigledog 05/10/17 11:05:30 AM
#33416   Beigledog TV.TO dr_airtime 05/10/17 09:56:03 AM
#33415   Dr airtime beigledog 05/10/17 08:52:32 AM
#33414   TV.TO and zinc prices dr_airtime 05/10/17 01:48:32 AM
#33413   NSU I've been following Nevsun for a couple of beigledog 05/09/17 08:53:05 PM
#33412   NSU.TO - Nevsun anyone been following? dr_airtime 05/09/17 03:02:59 PM
#33411   RE: GWA Matt, get a free stockhouse cangood 05/09/17 02:43:17 PM
#33410   Aldershot Resources ALZ-TSX.V dj4321 05/09/17 12:57:02 PM
#33409   GOLD.V - next Silver Standard from 2001-2006? dr_airtime 05/08/17 02:10:32 PM
#33408   Pick 3 Contest #6 Deadline Friday (5/12/17) SSKILLZ1 05/08/17 10:45:34 AM
#33407   GWA - Did you manage to get a CPTMatt 05/08/17 10:08:24 AM
#33406   RFR.V has been getting interest finally- great opportunity antman 05/08/17 08:45:30 AM
#33405   Evolving Gold Acquires Oxen Claims, Adjacent To The basserdan 05/05/17 11:46:05 AM
#33404   OMI Orosur Mining Solid company trading at near checkmate28 05/05/17 11:30:10 AM
#33403   Public Wire USA Announcment dj4321 05/05/17 09:49:12 AM
#33402   the terrible truth about Yahoo ... kozuh 05/05/17 01:12:42 AM
PostSubject