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Value Microcaps Junior Miners

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Moderator: Bobwins Assistants: cl001
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Last Post: 6/20/2017 1:49:56 PM - Followers: 420 - 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
#33532   MND.TO - old fave in the dumps. dr_airtime 06/20/17 01:49:56 PM
#33531   Kootenay Silver announces new prospecting discovery and earn-in basserdan 06/20/17 11:13:01 AM
#33530   GORO Checkmate. I don't know about other stocks, rrten 06/17/17 11:46:50 AM
#33529   Looks like the GDXJ rebalance is done at checkmate28 06/17/17 11:00:16 AM
#33528   China Revises EV Credit Points to Reward Longer-Range checkmate28 06/16/17 01:00:04 PM
#33527   checkmate RE: GWA.v GWSAF Gowest Mill deal breakdown, plus norweger1979 06/16/17 12:31:45 PM
#33526   GWA.v GWSAF Gowest Mill deal breakdown, plus Checkmates checkmate28 06/16/17 11:37:19 AM
#33525   Gowest to Acquire 50% Ownership Interest in Redstone Mill checkmate28 06/16/17 08:35:23 AM
#33524   TV.TO (TREVF) SSKILLZ1 06/15/17 02:50:12 PM
#33523   $UURAF / Rare Earth Minerals are used for MazelTov 06/14/17 02:43:11 PM
#33522   Evolving Gold Acquires Nicobi Claims, Adjacent To A basserdan 06/13/17 01:43:06 PM
#33521   $UURAF Ucore Rare Metals Inc. $UURAF ("Ucore" or MazelTov 06/13/17 01:04:57 AM
#33520   Beigledog the big ones are checkmate28 06/12/17 11:17:35 PM
#33519   Checkmate... so what are positions #1 and #2? beigledog 06/11/17 04:28:57 PM
#33518   NXXGF should be at the Top of your ListenToMe 06/10/17 08:07:51 AM
#33517   Any DNI Watchers, check out this post by checkmate28 06/09/17 03:01:30 PM
#33516   Ucore Rare Metals Inc $UURAF Ichimoku Daily & MazelTov 06/09/17 01:52:17 PM
#33515   ORV.T ORVMF Orvana Minerals Benj Gallander of Contra checkmate28 06/09/17 10:17:49 AM
#33514   blk.ax - Bob dr_airtime 06/08/17 02:24:29 PM
#33513   blk.ax A$.32 Blackham Resources has Bobwins 06/08/17 10:57:57 AM
#33512   $NXS.V $NXXGF - Nexus Gold - dj4321 06/08/17 08:57:22 AM
#33511   PRU.TO - time to look again. DA, checkmate28 06/07/17 11:38:57 PM
#33510   PRU.TO - time to look again... dr_airtime 06/07/17 07:38:30 PM
#33509   POG: oh boy oh boy oh boy oh CPTMatt 06/06/17 08:26:54 PM
#33508   It's coming soon! We may see some Edge83 06/06/17 07:26:31 PM
#33507   **FYI Gold could break 2011 downtrend this week** dr_airtime 06/06/17 07:19:15 PM
#33506   Strong Conductor and Gravity Anomalies Identified on Forum basserdan 06/06/17 11:41:06 AM
#33505   $GYA.V has the same CEO Nexus Gold dj4321 06/06/17 08:53:56 AM
#33504   ORV.T PS, In F2018 they won't be checkmate28 06/06/17 08:27:20 AM
#33503   ORV.T Going up because more people are seeing checkmate28 06/06/17 12:36:34 AM
#33502   ORV.TO - predicting $1500 AISC in H2-F2017 dr_airtime 06/05/17 09:11:36 PM
#33501   GWA.V looking good for sure! Chart shows a Edge83 06/05/17 08:53:16 PM
#33500   GWA.V GWSAF Gowest Gold .22 up .02 checkmate28 06/05/17 08:38:34 PM
#33499   Dr Air Re ORV.T ORVMF Orvana Minerals checkmate28 06/05/17 08:20:33 PM
#33498   ....better buy some. theme_investor 06/05/17 04:26:54 PM
#33497   LMC.V - reminder on EDV.TO 2.0 dr_airtime 06/05/17 12:47:42 PM
#33496   ORV.TO I'm not that keen. dr_airtime 06/05/17 12:38:17 PM
#33495   POG up sharply, should be a good day CPTMatt 06/05/17 12:36:36 AM
#33494   NXXGF is at the Top of my list ListenToMe 06/04/17 06:49:50 PM
#33493   RE: GWA CEO interview daredguy 06/04/17 04:01:13 PM
#33492   NXXGF Gold will be a 10 bagger very ListenToMe 06/03/17 06:34:47 PM
#33491   check..yes, Lithium cobalt and graphite will all be theme_investor 06/03/17 07:35:34 AM
#33490   theme_investor I looked through your history and I checkmate28 06/03/17 01:12:11 AM
#33489   Check...it looks interesting but it also looks like theme_investor 06/02/17 09:58:14 PM
#33488   GDXJ Rebalance is scheduled to be complete by checkmate28 06/02/17 06:45:07 PM
#33487   DNI.CA DMNKF DNI Metals DD! You can still checkmate28 06/02/17 04:01:07 PM
#33486   Cobalt stocks gaining again theme_investor 06/02/17 02:10:57 PM
#33485   West Kirkland...WKM, WKLDF theme_investor 06/02/17 01:40:15 PM
#33484   Kootenay Silver Drills New Target Proximal to Existing basserdan 06/02/17 09:00:57 AM
#33483   I got it right for once; after holding Lone Clone 06/01/17 07:26:30 PM
PostSubject