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Value Microcaps Junior Miners

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Moderator: Bobwins Assistants: cl001
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Last Post: 7/21/2017 1:15:45 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
#33602   Sure, the label statist applies but if you huesos 07/21/17 01:15:45 PM
#33601   Gold Prices Climb Past $1,255 on a Weak dj4321 07/21/17 09:50:30 AM
#33600   Canada has big problems! kozuh 07/20/17 02:55:08 PM
#33599   I'm guilty as charged !!! kozuh 07/20/17 02:44:04 PM
#33598   Any Home updates the lithium market and supply Lone Clone 07/20/17 12:33:05 PM
#33597   Your ignorance of Canadian politics is truly breathtaking. Lone Clone 07/20/17 12:31:49 PM
#33596   Yes, orbite has been a big disappointment. Bobwins 07/20/17 11:49:44 AM
#33595   Bob, Orbite has been DE-LISTED !!! kozuh 07/20/17 12:24:25 AM
#33594   ORV Dr Air and rtten I spoke with checkmate28 07/19/17 11:44:35 PM
#33593   LC Re read this link make note of checkmate28 07/19/17 11:36:17 PM
#33592   ORV.TO Where does it say that ORV cannot rrten 07/19/17 07:02:23 PM
#33591   Here's some useful food for thought for those Lone Clone 07/19/17 06:02:18 PM
#33590   CM, now I get what you were saying. Lone Clone 07/19/17 05:54:44 PM
#33589   ORV.TO I bought some. dr_airtime 07/19/17 04:56:29 PM
#33588   USA.TO... ..me too...which is why I think it is dr_airtime 07/19/17 04:50:29 PM
#33587   check...They're my 2 largest holdings in cobalt. theme_investor 07/19/17 02:20:03 PM
#33586   Cobalt, I wish I had the time to checkmate28 07/18/17 11:51:20 PM
#33585   LC LOL Missed the memo? - checkmate28 07/18/17 11:25:32 PM
#33584   dr airtime: USA.TO I have had bbotcs 07/18/17 09:00:59 PM
#33583   Yes, I took part of the IPO that Lone Clone 07/18/17 06:57:21 PM
#33582   check...maybe so............u bot any cobalt stocks yet ? theme_investor 07/18/17 03:38:03 PM
#33581   Theme. I think you mixed me up with checkmate28 07/18/17 03:02:09 PM
#33580   check....glad u finally changed your stance on ORVMF. theme_investor 07/18/17 02:46:13 PM
#33579   Check out Great Lakes last 3 PR's Who's checkmate28 07/18/17 01:12:53 PM
#33578   Cougar metals, DNI's drill partner put out these checkmate28 07/18/17 01:10:58 PM
#33577   Guy ORV.to Were going to rock on this checkmate28 07/18/17 01:06:07 PM
#33576   CPTMatt Re DNI Part 1. Couple comments. checkmate28 07/18/17 08:47:00 AM
#33575   USA.TO - buy in next two weeks... dr_airtime 07/17/17 04:48:18 PM
#33574   ORV.TO - Orvana Reports Record Quarterly Gold Production Guy 07/17/17 08:32:02 AM
#33573   Graphite Investors Beware - Prices Are About To Collapse CPTMatt 07/15/17 06:55:25 AM
#33572   LC I think you have to large a checkmate28 07/14/17 08:24:33 PM
#33571   I have been in Great Lakes Graphite since Lone Clone 07/13/17 02:18:26 PM
#33570   Guyana Goldstrike Lists its Common Shares on the dj4321 07/13/17 10:30:27 AM
#33569   http://www.northernminer.com/press-releases/story/?id=1004010171 Hummm Who s checkmate28 07/13/17 09:37:25 AM
#33568   OT but Important: Canadian Dollar dr_airtime 07/12/17 01:40:41 PM
#33567   TREVF doing really well today (+7%). Zinc prices beigledog 07/12/17 11:50:07 AM
#33566   KOOTENAY SILVER REPORTS THAT PAN AMERICAN SILVER COMMENCES basserdan 07/12/17 10:15:36 AM
#33565   $NXS.V $NXXGF Nexus Gold Acquires 3rd Gold dj4321 07/11/17 10:12:36 AM
#33564   Lithium play $URRE on the move! MazelTov 07/10/17 04:59:18 PM
#33563   $UURAF Ucore Rare Earth Metals "Jack MazelTov 07/10/17 02:01:58 PM
#33562   Is Dines calling himself the Original Cobalt Bug yet? Lone Clone 07/07/17 06:13:31 PM
#33561   PM's really getting taken to the woodshed. CPTMatt 07/07/17 11:06:05 AM
#33560   Gold Stock Consolidates After Surging Four Fold dj4321 07/07/17 10:11:01 AM
#33559   Gowest Gold Intersects 7.70 m at 8.26 g/t checkmate28 07/07/17 09:19:42 AM
#33558   DNI Lineup http://thecse.com/en/listings/mining/dni-metals-inc checkmate28 07/06/17 04:41:15 PM
#33557   Is there an ask on the venture exchange CPTMatt 07/06/17 03:56:59 PM
#33556   Anybody else notice the barrage of information coming checkmate28 07/06/17 02:11:49 PM
#33555   MND.TO - still in the dumps but great dr_airtime 07/06/17 01:52:12 PM
#33554   Thanks will check and you may want to dj4321 07/05/17 05:59:29 AM
#33553   In fact, UCU is not doing any exploration Lone Clone 07/04/17 02:01:41 PM
PostSubject