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Last Post: 7/1/2016 12:19:08 AM - Followers: 418 - Board type: Free - Posts Today: 1

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
#32471   BLK.ax/BKHRF +.03 to A$.71 Bobwins 07/01/16 12:19:08 AM
#32470   Traderfan CPTMatt GWA Gowest. Trading most of the checkmate28 06/30/16 05:27:33 PM
#32469   GWA, moving great finally. Big potential still overall Traderfan 06/30/16 11:40:14 AM
#32468   GWA - Looks like it might not be CPTMatt 06/30/16 09:43:20 AM
#32467   ELC.v/ASXSF +.02 to C$.26 Bobwins 06/29/16 11:18:41 PM
#32466   GWA, yes! It's moving finally. Can't believe it. Traderfan 06/29/16 06:19:27 PM
#32465   UBR.V - Reading that PR and next thing CPTMatt 06/29/16 03:39:56 PM
#32464   UBR.v +.015 to C$.155 Bobwins 06/29/16 09:54:27 AM
#32463   GWA.V Gowest Gold News. Negotiating a 2000TPD Brownsfield Mill checkmate28 06/29/16 09:16:49 AM
#32462   BLK.ax/BKHRF +.03 to A$.68 Bobwins 06/29/16 01:31:22 AM
#32461   GWA.v Gowest Great day! trading up .13-.14 all checkmate28 06/28/16 03:45:37 PM
#32460   GWA.V GWSAF In play .12 shares are vanishing. checkmate28 06/28/16 11:08:55 AM
#32459   GWA.V GWSAF In play .12 shares are vanishing. checkmate28 06/28/16 11:08:54 AM
#32458   GWA.v GWSAF Gowest: Permitted for Gold Great checkmate28 06/27/16 03:36:04 PM
#32457   Gowest Gold GWA.v Now trading strong at .115 checkmate28 06/27/16 02:08:32 PM
#32456   ORL.TO/OROCF added some OROCF here at 3.21 CPTMatt 06/27/16 11:27:37 AM
#32455   Rick Rule touted this in 2014. Ebola killed xrymd 06/25/16 09:15:25 PM
#32454   BLK.ax/BKHRF +.025 to A$.545 Bobwins 06/23/16 09:43:51 PM
#32453   RE: AUE.T 2016-06-23 07:55 ET - News Release daredguy 06/23/16 12:28:52 PM
#32452   AUTE.to/ARSMF C$.075 Bobwins 06/23/16 11:17:28 AM
#32451   Bobwins RE HUM.l Almost bought that 30 checkmate28 06/22/16 01:27:28 PM
#32450   HUM.L/HUMRF GBP 22 pence/US$.34 Bobwins 06/22/16 11:57:24 AM
#32449   BLK.ax/BKHRF A$.505 Bobwins 06/21/16 09:48:36 PM
#32448   CLH.v/CLHRF +.13 to C$.325 Bobwins 06/21/16 03:48:11 PM
#32447   PRU - only ASX announcement so far... dr_airtime 06/20/16 08:44:01 PM
#32446   PRU.T still halted doubt it's good news, bid daredguy 06/20/16 02:43:43 PM
#32445   I'm been all out of DMM for a Lone Clone 06/17/16 11:55:19 AM
#32444   checkmate28 GORO bbotcs 06/17/16 11:02:25 AM
#32443   GWA.V GWASAF Today in the Timmins Press checkmate28 06/17/16 10:27:24 AM
#32442   Lone clone DMM: I've seen it all checkmate28 06/17/16 10:25:05 AM
#32441   GORO I mentioned a couple times about them checkmate28 06/17/16 09:16:01 AM
#32440   GORO Several Near term Catalysts and Russel 2000 checkmate28 06/16/16 07:40:48 PM
#32439   checkmate28 GORO bbotcs 06/16/16 11:55:12 AM
#32438   CPTMatt GWA.v Its a good day to see checkmate28 06/16/16 10:16:24 AM
#32437   Thanks for the headsup on AUE.to. Bought Bobwins 06/16/16 09:52:28 AM
#32436   GoWest GWA/GWASF finally receives permits! CPTMatt 06/16/16 09:33:46 AM
#32435   GORO Gold Resource Intercepts High Grade Gold at checkmate28 06/16/16 12:07:43 AM
#32434   AUE.TO You'll have to fight through exhibit below as dr_airtime 06/15/16 03:07:54 PM
#32433   Dr Airtime RE: AUE.T gambling shares ... canlance 06/15/16 10:10:17 AM
#32432   OBM.to Name change. Bobwins 06/14/16 02:18:00 PM
#32431   CPM.v/CPMMF C$.355 Bobwins 06/11/16 08:28:16 PM
#32430   Aurcana Initiates PEA on Shafter Silver Project basserdan 06/08/16 01:12:55 PM
#32429   $LAD.V $LADFF News - Exploration Underway at dj4321 06/08/16 09:48:53 AM
#32428   AUMN Golden Minerals Up 23% today after I checkmate28 06/08/16 12:27:54 AM
#32427   A must-read if you are interested in lithium Lone Clone 06/07/16 08:33:55 PM
#32426   checkmate28: Thank you for the post. bbotcs 06/06/16 12:18:29 PM
#32425   Bbotcs Thanks for the good words. I checkmate28 06/05/16 09:55:09 PM
#32424   checkmate28: Excellon Resources is my big percentage bbotcs 06/03/16 06:02:54 PM
#32423   My Best quality best performing 2016 minors moved checkmate28 06/03/16 05:18:10 PM
#32422   <<<Gold & Silver sharply higher on abysmal jobs basserdan 06/03/16 10:06:33 AM
PostSubject