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Last Post: 5/25/2022 2:15:49 PM - Followers: 411 - Board type: Free - Posts Today: 0

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
#35397   RRI, GOT, IAU, KRR, TUO Lone Clone 05/25/22 02:15:49 PM
#35396   KTN, IAU, KRR, IPT, CCW, TUO, SSL, GNG, Lone Clone 05/16/22 04:11:13 PM
#35395   My pleasure. It is a useful exercise for Lone Clone 05/16/22 03:54:42 PM
#35394   Pick 4 Contest # 16 Deadline In Less SSKILLZ1 05/13/22 10:14:43 AM
#35393   Pick 4 Contest # 16 Deadline Friday SSKILLZ1 05/08/22 12:39:21 AM
#35392   Lone Clone - Thank you for douginil 05/06/22 04:35:51 PM
#35391   Kootenay Silver Set to Commence 15,000 Meters of basserdan 05/06/22 10:01:05 AM
#35390   IAU, CEE, NRN, KRR, KTN, WM, CKG, GOT, Lone Clone 05/05/22 02:53:56 PM
#35389   Kootenay Silver (TSX:KTN; OTC:KOOYF) Reports Aztec – Kootenay basserdan 05/05/22 02:01:06 PM
#35388   LG.V Lahontan drills 100.3m grading 2.96 gpt Au CPTMatt 05/02/22 09:50:30 AM
#35387   https://ceo.ca/@thenewswire/abrasilver-drills-294-gt-ageq-over-675m-at-diablillo gold80302 04/27/22 09:32:09 AM
#35386   https://aheadoftheherd.com/magna-releases-initial-resource-estimate-for-margarit db7 04/24/22 02:14:44 PM
#35385   https://investingnews.com/top-battery-metals-stocks-2655227467/#toggle-gdpr gold80302 04/23/22 02:22:53 PM
#35384   KOOTENAY SILVER REPORTS AZTEC – KOOTENAY JV INTERSECTS basserdan 04/13/22 10:42:14 AM
#35383   https://ceo.ca/@thenewswire/abrasilver-reports-best-intercept-to-date-from-curre gold80302 04/11/22 09:10:36 AM
#35382   EDV, SSL, HMLO, OGC, RRI, IAU, ORS, WM, Lone Clone 04/07/22 03:42:01 PM
#35381   BTO, IPT Lone Clone 04/01/22 03:59:57 PM
#35380   From BMR: GGI GGIFF gold80302 04/01/22 12:35:43 PM
#35379   GGI GGIFF gold80302 04/01/22 12:35:03 PM
#35378   re mglqf Bobwins 03/30/22 04:04:30 PM
#35377   MGR.V / MGLQF: appears to be db7 03/29/22 02:18:24 PM
#35376   West African gold producer Endeavour Mining aka EDV Lone Clone 03/22/22 05:05:25 PM
#35375   Does This Make Sense? basserdan 03/18/22 08:43:54 AM
#35374   These numbers combined with the probability of a huesos 03/11/22 11:28:42 AM
#35373   MGR.V /MGLQF - 2 hour analysis posted... dr_airtime 03/10/22 02:08:13 PM
#35372   Oceanagold aka OGC released a set of drilling Lone Clone 03/10/22 01:54:52 PM
#35371   ABRA ABBRF gold80302 03/10/22 08:54:54 AM
#35370   MGR.V /MGLQF - what to watch for... dr_airtime 03/09/22 09:24:03 PM
#35369   Thanks for posting on this board regarding MGR. huesos 03/09/22 10:20:30 AM
#35368   History in the Making basserdan 03/09/22 10:02:59 AM
#35367   Aurcana Silver Provides Operations Update basserdan 03/08/22 08:38:03 PM
#35366   Buying MGLQF here. Gracias guys. gold80302 03/08/22 03:36:21 PM
#35365   MGR.V - gold favourite and strong buy! dr_airtime 03/08/22 12:50:24 PM
#35364   Magna Gold, mgr.v/mglqf US$.5998 Bobwins 03/08/22 10:40:55 AM
#35363   https://www.youtube.com/watch?v=TAGp6eoII90 GGI GGIFF gold80302 03/07/22 06:14:05 PM
#35362   Kootenay Silver - Red Cloud 2022 Pre-PDAC Mining Showcase basserdan 03/07/22 11:00:05 AM
#35361   Gold $2000 gold80302 03/06/22 08:47:34 PM
#35360   "Gold Gaining Awareness? Or Just Further Geo-Political Bid? basserdan 03/06/22 11:10:27 AM
#35359   SBSW reports strong results jwbstock 03/04/22 12:58:38 PM
#35358   Poet Technologies to join the Nasdaq next week. macnai 03/03/22 12:22:26 PM
#35357   SBSW is pushing for a breakout of the huesos 03/03/22 12:14:28 PM
#35356   https://ceo.ca/@newsfile/canada-silver-cobalt-reports-positive-battery-metals (TSXV: CCW) (OTCQB: C gold80302 03/03/22 08:46:38 AM
#35355   KOOTENAY SILVER REPORTS AZTEC – KOOTENAY JV DRILLS basserdan 03/03/22 08:43:50 AM
#35354   FTCO: yielddude bbotcs 03/02/22 12:36:34 AM
#35353   FTCO, seems like a good report. Extended Isabellla yielddude 03/01/22 06:08:52 PM
#35352   Aurcana Announces Closing of Second Tranche of Non-Brokered basserdan 02/28/22 03:41:08 PM
#35351   The IKN newsletter surprised me with a small Lone Clone 02/24/22 04:23:00 PM
#35350   SSKILLZ1: FTCO bbotcs 02/24/22 01:47:35 AM
#35349   FTCO I Follow FTCO. The problem with them is SSKILLZ1 02/23/22 11:01:02 PM
#35348   Anyone follow FTCO? bbotcs 02/23/22 04:58:52 PM
PostSubject
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