Home > Boards > Free Zone > User's Groups >

Value Microcaps Junior Miners

RSS Feed
      Hide Sticky   Hide Intro
Moderator: Bobwins Assistants: cl001
Search This Board: 
Last Post: 5/20/2019 1:50:09 PM - Followers: 407 - 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/

 

PlusOneCoin Top Posts
No plusone'd posts yet. Be the first!
PostSubject
#34503   Rare earths getting some attention w/ possible export CPTMatt 05/20/19 01:50:09 PM
#34502   Goldman Sachs bank upgraded $NIO PT $10.70 https://thefly.com/landingPageNews.ph SlaptheSwing 05/15/19 11:44:37 AM
#34501   Orvana ORV.T Trading at 1 x checkmate28 05/14/19 06:20:47 PM
#34500   SGI.v/SUPGF +.06 to C$.71 Bobwins 05/14/19 09:58:32 AM
#34499   Pick 4 Contest #10 Deadline A Little More SSKILLZ1 05/10/19 09:54:48 AM
#34498   $UNV.V Universal Copper Releases Results from Gachla dj4321 05/09/19 01:42:57 PM
#34497   SGI.v/SUPGF +.04 to C$.62 Bobwins 05/07/19 10:07:35 AM
#34496   Pick 4 Contest #10 Deadline Friday, May 10th SSKILLZ1 05/04/19 01:18:36 PM
#34495   KOOTENAY PROVIDES UPDATE ON UPCOMING DRILL PROGRAM AT basserdan 05/01/19 01:20:16 PM
#34494   South32 Maintains Option On Silver Bull's Sierra Mojada Project basserdan 05/01/19 11:16:30 AM
#34493   A Million Tons of Copper Is on the dj4321 04/24/19 09:49:49 AM
#34492   SGI.v/SUPGF C$.62 bought a Bobwins 04/23/19 02:55:38 PM
#34491   Lithium / Tesla grabs the limelight, but the SlaptheSwing 04/19/19 02:14:17 PM
#34490   KOOTENAY REPORTS MULTIPLE PORPHYRY GOLD-COPPER TARGETS INTERPRETED FROM basserdan 04/18/19 10:43:44 AM
#34489   Comprehensive Research “Maintaining Our Buy Rating and a dj4321 04/18/19 10:09:52 AM
#34488   $MXROF / $MXR.V Max Resources dj4321 04/18/19 09:47:20 AM
#34486   Kootenay Silver Reports Sampling Results And Discovery Of basserdan 04/12/19 01:01:43 PM
#34485   America is losing battery metals arms race. US checkmate28 04/10/19 12:34:17 PM
#34484   Not buying it. The consistent posture up to huesos 04/09/19 05:22:34 PM
#34483   Silver Bull Receives Drill Permits and Announces the basserdan 04/08/19 09:41:52 AM
#34482   $GYA.V / $GYNAF Guyana Goldstrike Closes $1 Million dj4321 04/05/19 10:17:12 AM
#34481   “...Trump Picks Gold Standard Advocate Herman Cain For goldenpolarbear 04/05/19 07:11:38 AM
#34480   $NIO MAJOR REASONS WHY THIS COULD HIT $15+ SlaptheSwing 04/04/19 10:55:38 AM
#34479   $NIO Electric Vehicles: A Path to Clean SlaptheSwing 04/04/19 10:55:07 AM
#34478   $NIO China's Nio takes on Tesla with a SlaptheSwing 04/04/19 10:54:49 AM
#34477   Kerr Mines Drills 12.2 Meters of 11.7 g/t goldenpolarbear 04/04/19 10:03:33 AM
#34476   Sprott Weekly Gold Bulletin. One of the checkmate28 04/03/19 06:34:07 PM
#34475   NEWS $MXR.V - Max Resource and Noble Receive dj4321 04/03/19 10:18:30 AM
#34474   ______ $NIO BREAKOUT on ALERT __________ SlaptheSwing 04/02/19 03:52:00 PM
#34473   Thought you wouldn't know it by the share Lone Clone 04/02/19 12:55:15 PM
#34472   A Primer On How To Buy And Store basserdan 04/01/19 04:18:11 PM
#34471   Kootenay Silver Sampling Provides Continued High-Grade Results at basserdan 03/28/19 02:37:06 PM
#34470   Some experts, including Goldcorp’s chairman, Ian Telfer, are dj4321 03/26/19 09:55:25 AM
#34469   RIO.V LC rhanks. I saw that too. Real nice dr_airtime 03/26/19 01:14:33 AM
#34468   GORO Also like it here and been buying the dr_airtime 03/26/19 01:12:44 AM
#34467   Just a few comments on RIO.V PR last Lone Clone 03/25/19 06:16:28 PM
#34466   MMSDF $0.08 Glencore Deal/Iron Ore prices set to HokieHead 03/24/19 09:32:41 AM
#34465   Zijin Resource Funds Participates in $2 Million Financing, dj4321 03/21/19 02:19:16 PM
#34464   $NIO LOW FLOATER SlaptheSwing 03/21/19 11:54:11 AM
#34463   $NIO NIO Inc. Named To Fast Company’s Annual SlaptheSwing 03/21/19 11:44:44 AM
#34462   $UNV.V Universal Copper dj4321 03/13/19 12:42:25 PM
#34461   GORO Gold Resource Corp. Last post I called checkmate28 03/11/19 11:47:12 PM
#34460   New David Morgan interview on the kootenaysilver.com website... basserdan 03/09/19 10:56:00 PM
#34459   GORO Gold Resources Is screaming cheap. The selloff checkmate28 03/08/19 09:52:59 AM
#34458   $DRRSF $DAN.V had some great meetings at #PDAC2019 TurboStocks 03/07/19 09:48:13 AM
#34457   REG.V PDAC Presentation dr_airtime 03/05/19 02:07:12 PM
#34456   $GYA.V Guyana Goldstrike Receives Interpretation Report of Airborne dj4321 03/05/19 10:16:27 AM
#34455   Yes, REG's resource is already big, but several Lone Clone 03/04/19 09:00:26 PM
#34454   $DRRSF $DAN.V cheap down here and could pop TurboStocks 03/04/19 03:05:11 PM
#34453   FYI - zinc at 2019 highs. dr_airtime 03/04/19 12:57:40 AM
PostSubject