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Moderator: Bobwins Assistants: cl001
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Last Post: 2/22/2017 7:32:34 PM - Followers: 422 - 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
#33172   We heard you were coming. nsomniyak 02/22/17 07:32:34 PM
#33171   Where did everybody go ??? kozuh 02/22/17 07:29:20 PM
#33170   Where did everybody go ??? kozuh 02/22/17 07:29:09 PM
#33169   OT: Cool as it gets! http://www.dailymail.co.uk/sciencetech/article-4245424/Ne bbotcs 02/22/17 04:30:14 PM
#33168   CPTMatt: Something to consider about gold: bbotcs 02/18/17 05:16:34 PM
#33167   KOOTENAY SILVER ANNOUNCES HIGH-GRADE SILVER INTERCEPTS FROM DRILL basserdan 02/15/17 10:57:42 AM
#33166   a la Rhodesia (eom) kozuh 02/13/17 09:31:09 PM
#33165   Good news for NMX, reached another milestone so Lone Clone 02/13/17 04:05:13 PM
#33164   Alas, the party of Nelson Mandela has become Lone Clone 02/13/17 04:02:01 PM
#33163   MLLOF News!! Rare Earth Mining - Saskatchewan Research myopinion 02/13/17 08:05:10 AM
#33162   UURAF News! Ucore Receives Phase One Engineering of myopinion 02/13/17 08:03:56 AM
#33161   Uranium $UURAF myopinion 02/13/17 07:54:59 AM
#33160   $MLLOF Medallion Resources is focused on the myopinion 02/13/17 07:54:29 AM
#33159   $ARAFF Arafura Resources Limited explores and develops mineral myopinion 02/13/17 07:52:21 AM
#33158   South Africa going after white owned business interests? CPTMatt 02/12/17 09:01:37 PM
#33157   LMV-H.V Dr Air I had a look since checkmate28 02/10/17 06:38:14 PM
#33156   LMV-H.V Endeavour 2.0 Bermejal U/G for free dr_airtime 02/09/17 05:18:06 PM
#33155   $NXS.V $NXXGF Nexus Gold – Drilling a High dj4321 02/09/17 09:49:20 AM
#33154   $ASTI "Recent events such as these have brought myopinion 02/09/17 08:34:12 AM
#33153   congrats to checkmate28 kozuh 02/08/17 08:38:03 PM
#33152   $MLLOF Saskatchewan Research Council Lab Performing Process Tests myopinion 02/08/17 08:37:02 PM
#33151   $UURAF 3 Top Reasons to Buy Ucore Rare myopinion 02/08/17 08:34:06 PM
#33150   $ARAFF https://investorintel.com/sectors/technology-metals/technology-met myopinion 02/08/17 08:33:12 PM
#33149   London Banks Want Gold Traded on Exchange basserdan 02/08/17 08:50:27 AM
#33148   Mining News: Ucore’s Trump card $UURAF myopinion 02/08/17 08:25:04 AM
#33147   $RAREF Canada Rare Earth Corp. is a development-stage myopinion 02/08/17 08:24:41 AM
#33146   $MLLOF Medallion Resources • Rare Earths myopinion 02/08/17 08:24:24 AM
#33145   ALERT~~>>-($LYSCF)------------>($LYSCF)-------->-($LYSCF) myopinion 02/08/17 08:17:36 AM
#33144   AVA.V Aurvista +10% Now +100% last 40 days. checkmate28 02/08/17 12:00:02 AM
#33143   $MLLOF Medallion Resources (TSX.V: MDL) (OTCPK: MLLOF) has myopinion 02/07/17 10:00:50 PM
#33142   Turns out it was a Jum ines recommendation Lone Clone 02/07/17 11:34:17 AM
#33141   The occasionally-highlighted (over 3 zillion times)....., nowwhat2 02/06/17 04:42:43 PM
#33140   I too have noticed a change in tone Lone Clone 02/06/17 03:19:31 PM
#33139   How did I forget to mention cobalt as Lone Clone 02/06/17 03:16:09 PM
#33138   this is an established mining area in Australia. Bobwins 02/06/17 10:18:51 AM
#33137   LC, thank you for your response. Quite an DanKoloff 02/06/17 08:30:22 AM
#33136   I am interested in Blackham too. I Edge83 02/06/17 12:54:26 AM
#33135   gold projects nearing completion. Bobwins 02/05/17 07:18:42 PM
#33134   Don't forget copper byproducts as well. The beigledog 02/04/17 08:27:40 PM
#33133   Somebody asked about cobalt miners. Pickings are pretty Lone Clone 02/04/17 01:46:14 PM
#33132   I have traded IPT on and off for Lone Clone 02/04/17 01:35:49 PM
#33131   My problem is Fission is going to run Tim Lamb 02/03/17 03:52:31 PM
#33130   Aurvista AVA.v Popped 30% today on 1M volume. checkmate28 02/03/17 10:59:24 AM
#33129   thanks bob! steeledge 02/03/17 10:51:43 AM
#33128   If the post was directed to me, I Bobwins 02/03/17 10:50:57 AM
#33127   hi bob - long time no see. steeledge 02/03/17 08:56:44 AM
#33126   V.IPT - IMPACT Silver drills more high grade DanKoloff 02/03/17 08:20:53 AM
#33125   V.IPT - IMPACT Silver drills more high grade DanKoloff 02/03/17 08:20:44 AM
#33124   V.IPT - IMPACT Silver drills more high grade DanKoloff 02/03/17 08:20:18 AM
#33123   V.IPT - IMPACT Silver drills more high grade DanKoloff 02/03/17 08:20:03 AM
PostSubject