A board to discuss Metals and Mining Sector ideas -
Gold Miners ETF (GDX) - Expenses 0.57 %, Assets 7.6 Bil, Yield 0.24 %, Turnover 26% -
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Newmont Mining (NEM) - 10%, gold and copper mining, 20 Bil (US) --------- 0.78 %
Barrick Gold (ABX) - 10%, gold, copper, oil/gas, 19 Bil (Canada) -------------- 0.72 %
Franco-Nevada (FNV) - 7%, a royalty stream company, 15 Bil (Canada) ---- 1.10 %
Newcrest Mining (NCMGF) - 7%, gold, copper, 13 Bil (Australia) -------------- 0.89 %
Goldcorp (GG) - 6%, gold, metals, 11 Bil (Canada) --------------------------------- 0.60 %
Agnico Eagle Mines (AEM) - 5%, gold, metals, 11 Bil (Canada) ---------------- 0.86 %
Wheaton Precious Metals (WPM) - 5%, royalty streaming, 9 Bil (Canada) -- 1.98 %
Randgold Resources (GOLD) - 5%, gold mines in Africa, (UK) ----------------- 1.01 %
Royal Gold (RGLD) - 3%, royalty stream co, 6 Bil (US) ---------------------------- 1.08 %
Kinross Gold (KGC) - 3%, gold, silver, copper, 5 Bil (Canada) ------------------ 3.60 %
Junior Gold Miners ETF (GDXJ) - Exp 0.52 %, Assets 4.2 Bil, Yld ?, TO 58%
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Gold Fields (GFI) - 4%, gold, copper, 3.5 Bil (South Africa) ----------------------------1.4 %
Iamgold (IAG) - 4%, gold, copper, silver, 2.8 Bil (Canada) ------------------------------ 0 %
Kirkland Lake Gold (KL) 4%, gold, 2.7 Bil (Canada) ------------------------------------ 0.25 %
Pan American Silver (PAAS) - 4%, silver, other metals, 2.6 Bil (Canada) --------- 0.58 %
New Gold (NGD) - 4%, gold, silver, copper, 2.1 Bil (Canada) -------------------------- 0 %
Yanana Gold (AUY) - 4%, gold, silver, copper, 2.5 Bil (Canada) ---------------------- 0.76 %
Evolution Mining (CAHPF) - 3%, gold, copper, silver, 3.1 Bil (Australia) ----------- 2.6 %
B2 Gold (BTG) - 3%, gold, silver, copper, 2.6 Bil (Canada) ----------------------------- 0 %
Sibanye Gold LTD (SBGL) - 3%, gold, diverse precious metals, 2.6 Bil (S Africa) 4.8 %
Northern Star Resources (NESRF) - 3%, gold, 2.4 Bil, (Australia) ------------------- 2.4 %
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 Rare Earth/Strategic Metals (REMX) - Exp 0.86 %, Assets 114 mil, Yld - 1.49 %
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| Pilbara Minerals Ltd ------- 1.0Bil, Lithium-Tantalum (Australia) | PILBF | 9 % |
| Iluka Resources Ltd - 3.2 Bil, zircon, titanium, rutile, ilmenite (Australia) | ILKAF | 8 % |
| Tronox Ltd ---- 3.1 Bil, titanium, ilmenite, leucoxene, rutile, zircon (US) | TROX | 8 % |
| Daiichi Kigenso Kagaku-Kogyo | 4082 | 8 % |
| Lithium Americas Corp -------------- 578 mil, lithium (Canada) | LACDF | 7 % |
| Lynas Corp Ltd ----------------------- 851 mil, rare earths (Malaysia) | LYSCF | 7 % |
| Galaxy Resources Ltd -------------- 1.1 Bil, lithium (Australia) | GALXF | 7 % |
| Orocobre Ltd -------------------------- 874 mil, lithium (Australia) | OROCF | 6 % |
| North Mining Shares Co Ltd | 00433 | 6 % |
| Assore Ltd | ASR.JO | 6 % |
OTHER ETFs -
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i Shares Global Silver Miners (SLVP), Exp 0.39 %, Assets 59 mil
ETFMG Prime Junior Silver (SILJ), Exp 0.69 %, Assets 58 mil
Global X Gold Explorers (GOEX) - Exp 0.66 %, Assets 46 mil
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COMPANIES - **********************
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 - ***************************** 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 - *********** Mansfield-Martin Exploration (MCPI) ________________________________________________________________
Niobium - High strength steel, superalloys
Titanium - Aerospace, automotive, healthcare, paints, etc
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RARE EARTH METALS -
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Non-Lanthanides - Scandium - Aerospace components, mercury-vapor lamps
Yttrium - Lasers, microwave filters, high-temperature superconductors
Light Rare Earth Elements (LREE) - Lanthanum - Camera lenses, catalytic cracking catalyst for refining oil, high refractive index glass, battery electrodes
Cerium - Glass and ceramics, polishing powder, chemical oxidizing agent
Praseodymium - Rare earth magnets, lasers, carbon arc lighting
Neodymium - Rare earth magnets, lasers
Promethium - Nuclear batteries
Samarium - Rare earth magnets, lasers, masers
Heavy Rare Earth Elements (HREE) - Europium - Lasers, mercury vapor lamps
Gadolinium - Rare earth magnets, lasers, x-ray tubes, MRI, computer memory
Terbium - Lasers, fluorescent lamps
Dysprosium - Rare earth magnets, lasers
Holmium - Lasers
Erbium - Lasers, vanadium steel
Thulium - x-ray machines
Ytterbium - Lasers
Lutetium - PET scanners, high refractive glass
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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 - *****************
Global Brass And Copper (BRSS) - Copper, brass alloy sheets, rods, tubes (Wieland of Germany)