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Last Post: 1/17/2017 1:08:52 PM - Followers: 421 - Board type: Free - Posts Today: 5

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
#33020   EFR.TO/UUUU Energy Fuels & Uranium Rally dr_airtime 01/17/17 01:08:51 PM
#33019   ORV.TO - Yeah, the AISC trend isn't inspiring CPTMatt 01/17/17 12:07:50 PM
#33018   ORV.TO - what is your bull thesis now? dr_airtime 01/17/17 11:50:34 AM
#33017   ORV.V, Orvana down 4% while gold miners in CPTMatt 01/17/17 11:30:49 AM
#33016   Silver Bull Provides 2016 Year-End Review And Outlines basserdan 01/17/17 08:54:37 AM
#33015   Casey has been picking stocks kozuh 01/15/17 02:55:47 AM
#33014   Rickards comes from a different angle. He Bobwins 01/13/17 11:14:03 PM
#33013   I would be interested in hearing your opinion huesos 01/13/17 06:24:08 PM
#33012   but REMORSE gnaws and ... kozuh 01/13/17 04:05:41 PM
#33011   LMC-H.V - Leagold background. dr_airtime 01/13/17 03:33:37 PM
#33010   I've had that same thought many times. But Bobwins 01/13/17 01:46:52 PM
#33009   I'm NOT ready to sell CGT.to kozuh 01/13/17 11:59:00 AM
#33008   KOOTENAY SILVER ANNOUNCES RESULTS FROM CHANNEL SAMPLING PROGRAM basserdan 01/13/17 09:55:51 AM
#33007   I've been a very infrequent poster here but PEACH1 01/13/17 09:33:28 AM
#33006   CGT.to +.09 to C$.87 Colombus Bobwins 01/13/17 09:33:21 AM
#33005   apparently CGT.to was recommended by the Gold Speculator.. Bobwins 01/12/17 09:06:45 PM
#33004   That would be my guess as well. beigledog 01/12/17 03:53:08 PM
#33003   ******** $EGI Breaking out ******** myopinion 01/12/17 03:50:40 PM
#33002   CGT.TO Gold $1200? I would take some trading profits! dr_airtime 01/12/17 02:19:09 PM
#33001   EDV.TO Endeavour 2.0 = LMC-H.V Leagold dr_airtime 01/12/17 02:15:22 PM
#33000   KOOTENAY SILVER ANNOUNCES RESULTS FROM CHANNEL SAMPLING PROGRAM basserdan 01/12/17 01:07:34 PM
#32999   CGT.to popped this morning but I can't figure Bobwins 01/12/17 11:56:48 AM
#32998   GORO does it again. rrten 01/12/17 10:02:58 AM
#32997   NYSE $GSS Golden Star Resources Ltd. Golden myopinion 01/12/17 06:30:54 AM
#32996   NYSE $TRQ Turquoise Hill Resources Ltd. myopinion 01/12/17 06:30:01 AM
#32995   ALERT~~>>-(DNN)------------>(DNN)-------->-(DNN) myopinion 01/12/17 06:23:52 AM
#32994   DNN The Sleeping Uranium Giant has Awaken myopinion 01/12/17 06:18:31 AM
#32993   GORO Checkmate. As usual your are 100% right. rrten 01/11/17 08:36:06 PM
#32992   rrten GORO Good dialogue, said another way, what checkmate28 01/11/17 05:52:41 PM
#32991   GORO Switchback will be spending most of rrten 01/11/17 04:30:30 PM
#32990   DNI RE: Not yet as they tried to checkmate28 01/11/17 04:11:42 PM
#32989   GORO Yes on the typo. Arista will continue checkmate28 01/11/17 03:24:59 PM
#32988   DNI - they ever close on that lab? CPTMatt 01/11/17 02:59:12 PM
#32987   GORO, Sorry first post went through rrten 01/11/17 02:46:14 PM
#32986   GORO great picks Checkmate as usual. rrten 01/11/17 02:41:40 PM
#32985   My 2016 Tax loss and Pic 3 Candidates checkmate28 01/11/17 01:54:44 PM
#32984   USA GORO rrten 01/10/17 09:54:28 PM
#32983   $TRQ Ichimoku Daily & Weekly Chart w/Accum Line myopinion 01/10/17 07:02:33 PM
#32982   $TRQ TRQ $TRQ What was that? $TRQ yes myopinion 01/10/17 06:56:22 PM
#32981   TV.TO + 0.16/14% - anyone see any news? dr_airtime 01/10/17 02:46:26 PM
#32980   Re: Auryn AUG.TO... dr_airtime 01/10/17 02:34:04 PM
#32979   So far so good. What do you Bobwins 01/10/17 12:51:06 AM
#32978   Another potential buyer to add to the list beigledog 01/09/17 01:29:23 PM
#32977   On the flip side though, Sabina's project looks beigledog 01/06/17 01:40:18 PM
#32976   That's not a great reason. If you beigledog 01/06/17 01:37:39 PM
#32975   Pick 3 Contest #5 Deadline Less than 5 SSKILLZ1 01/06/17 11:01:47 AM
#32974   I talked with these guys a few years Bobwins 01/06/17 10:21:50 AM
#32973   NJMC - The President of NJMC, John Swallow, cleverrox 01/06/17 10:13:40 AM
#32972   NJMC - The President of NJMC, John Swallow, cleverrox 01/06/17 10:13:40 AM
#32971   NJMC - I agree which is why when CPTMatt 01/06/17 09:55:01 AM
PostSubject