Metals and Mining Sector Ideas

A board to discuss Metals and Mining Sector ideas -

See also Strategic Metals board - https://investorshub.advfn.com/Strategic-Metals-37554/


Gold -
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Franco-Nevada Corp (FNV) - Gold-focused royalty and stream co (Mkt cap - 21 Bil, Div - 0.88%)
iShares - Gold Trust ETF (IAU) (Exp - 0.25%)
SPDR Gold Shares ETF (GLD) - (0.40%) -------------------------------------------------- 0%
SPDR Gold Mini Shares ETF (GLDM) (Exp - 0.18%) ----------------------------------- 0%
VanEck Vectors Gold Miners ETF (GDX) - (0.52%) ------------------------------------------- 0.37%
VanEck Vectors Junior Gold Miners ETF (GDXJ) - (0.53%) ------------------------------- 0.07%
Global X Gold Explorers (GOEX) - Exp 0.66 %, Assets 46 mil
iShares - MSCI Global Gold Miners ETF (RING)

Silver -
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iShares - Silver Trust ETF (SLV)
Global X Silver Miners ETF (SIL)
iShares - Global Silvers Miners ETF (SLVP)
ETFMG Prime Junior Silver (SILJ), Exp 0.69 %, Assets 58 mil

Platinum -
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Aberdeen Standard Physical Platinum Shares ETF (PPLT) (Exp - 0.60%, Assets - 540 mil, Yld - 0%)

Palladium -
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Aberdeen Standard Physical Palladium Shares ETF (PALL) (Exp - 0.69%, Assets - 303 mil, Yld - 0%)
Sprott Physical Platinum & Palladium Trust (SPPP) - Closed end fund (Exp - 1.02%, Assets - 105 mil)

Multi Metals -
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Aberdeen Standard Physical Precious Metals Basket ETF (GLTR) (Exp - 0.60%, Assets - 523 mil, Yld - 0%)
              (58% gold, 24% silver, 14% platinum, 5% palladium)

Rare Earths -
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VanEck Vectors Rare Earths/Strategic Metals ETF (REMX) - (0.86%)


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Gold Miners ETF (GDX) - Expenses 0.53 %, Assets13 Bil, Yield 0.66 %
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Name	Symbol	% Assets
Newmont Corp	NEM	12.36%
Barrick Gold Corp	ABX.TO	11.02%
Franco-Nevada Corp	FNV.TO	7.17%
Newcrest Mining Ltd	NCM.AX	5.15%
Agnico Eagle Mines Ltd	AEM.TO	4.96%
Wheaton Precious Metals Corp	WPM.TO	4.95%
Anglogold Ashanti Ltd ADR	AU.JO	4.14%
Kirkland Lake Gold Ltd	KL.TO	4.07%
Royal Gold Inc	RGLD	3.70%
Kinross Gold Corp	K.TO	3.11%

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Junior Gold Miners ETF (GDXJ) - Exp - 0.54 %, Assets - 4.9 Bil, Yld - 0.39%
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Name	Symbol	% Assets
Kinross Gold Corp	K.TO	6.00%
Northern Star Resources Ltd	NST.AX	6.00%
Sibanye-Stillwater ADR	SBGL.JO	5.99%
Pan American Silver Corp	PAAS.TO	5.49%
Gold Fields Ltd ADR	GFI.JO	4.60%
Yamana Gold Inc	YRI.TO	4.40%
Evolution Mining Ltd	EVN.AX	4.00%
B2Gold Corp	BTO.TO	3.73%
Buenaventura Mining Co Inc ADR	BVN	2.99%
Saracen Mineral Holdings Ltd	SAR.AX	2.95%

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iShares MSCI Global Metals & Mining (PICK) - Exp 0.39, Assets 330 mil, Yld 1.87 %
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BHP Billiton LTD
Rio Tinto
Glencore
Vale
Anglo American
POSCO
Freeport McMoRan
Nippon Steel & Sumitomo Metal


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COMPANIES -
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BHP Billiton (BHP) - Diversified natural resources (Australia)
Chemical + Mining of Chile (SQM) - Fertilizers, chemicals, lithium (Chile)
First Quantum Minerals (FQVLF.PQ) - Mining and metals (Canada)
Rio Tinto (RIO) - Diverse mineral resources (UK)
Teras Resources (TRA.V) - Gold, metals (Canada)
Vale (VALE) - Metals, fertilizer (Brazil)


Small Companies -
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Compass Minerals Intl (CMP) - Inorganic mineral products, salts, specialty fertilizers (3 Bil)
Molycorp - Rare earth metals, privately held
Niocorp (NIOBF) - Rare earth metals, (formerly Quantum Rare Earth Development)

Other -
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Mansfield-Martin Exploration (MCPI)

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Kinross Gold (KGC) - 3%, gold, silver, copper, 5 Bil (Canada) ------------------ 3.60 %
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Market Cap - $4.9 Bil
Forward PE - 92
Trailing PE - 28
PEG - (2.6)
EPS - 0.04
Revenue - $3.48 Bil
EBITA - $1.48 Bil
Net Income - $53.7 mil
Cash - $1.1 Bil
Debt - $1.7 Bil
Operating Cash Flow - 956 mil
Free Cash Flow - $330 mil
Float - 1.2 Bil shares
Short - 0% (14 mil shares)
Beta - 0.3
Avg Volume - 8.5 mil shares
Enterprise Value - $5.8 Bil
Shares held by Insiders - 18%

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Acquired - 
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Global Brass And Copper (BRSS) - Copper, brass alloy sheets, rods, tubes (Wieland of Germany)