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Metals and Mining Sector Ideas

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Last Post: 10/3/2019 6:53:27 AM - Followers: 4 - Board type: Free - Posts Today: 0

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% -
***************************
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%
*************************************
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 %
*********************************************************
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 %
******************************************
 
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 -
*********************
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

_________________________________________________________________


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

________________________________________________________________

RARE EARTH METALS -
*******************************
 
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

_________________________________________________________


Kinross Gold (KGC) - 3%, gold, silver, copper, 5 Bil (Canada) ------------------ 3.60 %
********************
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%

__________________________________________________________________

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










 
PostSubject
#125   « ...Kerr Mines Corporate Update... » goldenpolarbear 10/03/19 06:53:27 AM
#124   Wow, silver resumes its climb, up almost 5% gfp927z 09/23/19 02:10:53 PM
#123   Billionaire Ray Dalio on Gold, Upcoming Global Recession - gfp927z 09/20/19 07:37:10 PM
#122   Interesting gold discussion with Canadian billionaire Frank Giustra - gfp927z 09/20/19 07:14:35 PM
#121   >>> The Metals Hunter Scavenging the Globe for gfp927z 08/29/19 11:23:32 AM
#120   Lithium deposits in Serbia - >>> There May gfp927z 08/29/19 10:58:27 AM
#119   >>> Greenland’s Rare-Earth Minerals Make It Trump’s Treasure Island gfp927z 08/28/19 11:07:47 PM
#118   Top percentage gainer on Kitco Miner List goldenpolarbear 08/27/19 09:21:21 PM
#117   >>> Top 5 Gold ETFs for 2018 gfp927z 08/20/19 08:30:47 PM
#116   GLDM - >>> Pinch Pennies With a New gfp927z 08/06/19 12:37:32 PM
#115   >>> Data Bodes Well For More Gold ETFs Upside gfp927z 08/06/19 12:31:52 PM
#114   >>> Gold ETFs Rally As Demand Jumps gfp927z 08/06/19 12:25:54 PM
#113   >>> Gold: A Zero-Risk Monetary Asset gfp927z 07/23/19 06:32:00 PM
#112   Basel III - another factor that might help gfp927z 07/23/19 06:16:11 PM
#111   Here is a possible explanation for the sudden gfp927z 07/20/19 10:03:33 AM
#110   South Arturo Property (40% PG) NYBob 07/06/19 06:14:08 PM
#109   >>> A Sub-Zero Wind Lights a Fire Under Gold gfp927z 07/05/19 10:45:07 AM
#108   >>> Gold Prices Jump on Flight to Safety gfp927z 07/03/19 06:18:26 AM
#107   The gold breakout has resolved some of the gfp927z 06/22/19 12:20:22 PM
#106   >>> Gold Jumps to More Than 5-Year High gfp927z 06/19/19 11:00:28 PM
#105   Gold breakout - it looks like gold futures gfp927z 06/19/19 10:38:47 PM
#104   >>> Yamana Gold Inc. (AUY) engages in operating gfp927z 06/14/19 07:06:03 PM
#103   The big move in the Rare Earths sector gfp927z 06/01/19 12:48:08 PM
#102   >>> Why China's threat to restrict rare earth gfp927z 05/30/19 06:26:04 PM
#101   Rare Earths - info - gfp927z 05/29/19 11:33:35 AM
#100   >>> VanEck Vectors Rare Earth/Strategic Metals ETF (REMX) gfp927z 05/29/19 11:24:20 AM
#99   >>> China Rare Earth Holdings Limited (CREQF), together gfp927z 05/29/19 11:20:14 AM
#98   >>> Lynas Corporation Limited (LYSCF), together with its gfp927z 05/29/19 11:17:35 AM
#97   >>> China Gears Up to Weaponize Rare Earths gfp927z 05/29/19 11:11:30 AM
#96   AVLNF:China Raises Threat of Rare-Earths Cutoff to U.S. cc35 05/23/19 05:51:17 AM
#94   >>> Xi’s Trip to Rare Earths Plant Stokes gfp927z 05/20/19 09:10:41 AM
#93   “... 2019-20 Target to increase mine life to goldenpolarbear 05/12/19 02:58:44 PM
#92   I found over 100 million in platinum just FOGDOG7 04/29/19 08:09:53 PM
#91   >>> Cleveland-Cliffs Inc.(CLF) operates as an iron ore gfp927z 04/19/19 11:46:40 AM
#90   >>> Mansfield-Martin Exploration Mining, Inc. (MCPI) Announces gfp927z 04/13/19 09:07:09 AM
#89   >>> Global Brass and Copper Holdings, Inc. (BRSS) gfp927z 04/13/19 08:44:23 AM
#88   >>> Wieland Group, Global Brass And Copper Announce Merger gfp927z 04/13/19 08:39:08 AM
#87   Niocorp - >>> Overview of the Elk Creek Project gfp927z 04/13/19 08:00:48 AM
#86   >>> Ferroniobium is an important iron niobium alloy, gfp927z 04/13/19 06:54:30 AM
#85   >>> NioCorp Developments Ltd. (NIOBF) engages in the gfp927z 04/13/19 06:52:21 AM
#84   “...Trump Picks Gold Standard Advocate Herman Cain For goldenpolarbear 04/05/19 07:09:48 AM
#83   >>> U.S. Sanctions Venezuelan Gold Company for Supporting Maduro gfp927z 03/19/19 02:48:45 PM
#82   >>> Central Banks Are on the Biggest Gold-Buying gfp927z 02/03/19 11:32:50 AM
#81   >>> Gold Is One Wealth Fund's Escape From gfp927z 02/03/19 11:08:14 AM
#80   Gold breaks out above 1300 this week, and gfp927z 01/30/19 09:35:42 AM
#79   >>> The Market Arranged Newmont’s Goldcorp Marriage gfp927z 01/14/19 07:10:53 PM
#78   FTMIG Interviews Warwick Smith, CEO & Director of Jdoggg 11/16/18 10:32:02 PM
#77   >>> Cleveland-Cliffs Inc. (CLF) operates as an iron gfp927z 11/08/18 07:39:33 PM
#75   Kerr Mines & Beaver Creek, Colorado September PRESENTATION goldenpolarbear 10/10/18 11:49:33 PM
#74   Do you want to buy High Grade URANIUM Destinator 08/24/18 10:10:15 AM
PostSubject