Value Microcaps Junior Miners

[dr_airtime]

P.TO/PPP - Sold my Primero/Old Brigus today...

...Primero guided for 70-80k ounces in 2014 from Black Fox. If we were still holding Brigus shares at this point we would of been in for a world of hurt. Primero was definitely the best acquisition in hindsight as even today when the lower production is on the market Primero holds pretty flat.

http://finance.yahoo.com/news/primero-provides-2014-black-fox-110000264.html

Happy to cash in my gains from one of best performing PM stocks over 2012/2013/Q1-2014 time frame. Volume has dropped off since recent run to almost $9.00.

I'm likely to rotate all the cash into Teranga - will stew on this for a few days.

I haven't bought MUX.TO/MUX before but it is one of the best traders out of sector lows. I am going to put MUX and P.TO/PPP on the top of my buy-list for the summer PM doldrums for sector trades.