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Last Post: 7/19/2018 12:13:48 PM - Followers: 412 - 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/

 

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PostSubject
#34284   Kootenay Silver Reports Drilling at La Cigarra Returns basserdan 07/19/18 12:13:48 PM
#34283   checkmate28: GORO Thank you for calling bbotcs 07/06/18 07:21:18 PM
#34282   GORO Closed at $7.15 a 4 year high. checkmate28 07/06/18 05:39:24 PM
#34281   This has been 1 of MY favoured gold nowwhat2 07/03/18 04:18:35 PM
#34280   I am not worried about AMLO. All indications Lone Clone 07/02/18 02:05:45 PM
#34279   checkmate28: GORO bbotcs 07/02/18 01:31:00 PM
#34278   LC Saw that this week. Was going checkmate28 06/30/18 11:15:57 AM
#34277   It has been an interesting week for several Lone Clone 06/29/18 02:31:44 PM
#34276   KOOTENAY SILVER REPORTS DRILLING INTERSECTS 0.48 GPT GOLD, basserdan 06/29/18 01:56:38 PM
#34275   DNI Metals, DNI.CA or DMNKF Moving nice checkmate28 06/28/18 01:25:38 PM
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#34273   GORO Gold Resource Corporation Commences Isabella Pearl Gold checkmate28 06/19/18 10:17:56 AM
#34272   Not interested in GORO because I do not Lone Clone 06/18/18 07:39:18 PM
#34271   Silver Market Could Still Hit $21 An Ounce MazelTov 06/17/18 01:27:15 PM
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#34268   ATM.V on sale; picked up some more today Lone Clone 06/13/18 01:44:04 PM
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#34264   Nice summary: right people, right place, right time. Lone Clone 06/08/18 10:44:57 AM
#34263   USA.TO...another update... dr_airtime 06/07/18 03:40:21 PM
#34262   Silver Bull Wins the Silver Lottery basserdan 06/06/18 11:36:37 PM
#34261   Monumental day yesterday throughout the mining sector. nowwhat2 06/06/18 09:16:06 AM
#34260   DNI Metals, DNI.CA or DMNKF Battery Metal Graphite checkmate28 06/05/18 03:57:25 PM
#34259   I'm into ATM.V (RIO.V) dr_airtime 06/05/18 03:28:18 PM
#34258   The arbitrage between RIO and ATM is a Lone Clone 06/05/18 12:42:27 PM
#34257   LC - RIO.V dr_airtime 06/04/18 02:46:15 PM
#34256   I am still around, but haven't been posting Lone Clone 06/04/18 02:06:44 PM
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#34254   Silver Bull Grants an Option Entitling South32 to basserdan 06/04/18 10:29:31 AM
#34253   MazelTov: Jim Rickards sees the handwriting on bbotcs 06/03/18 11:48:12 PM
#34252   Zinc - yet more deliveries on May 31 dr_airtime 06/03/18 10:21:05 PM
#34251   $GYA.V $GYNAF NEWS - Guyana Goldstrike Inc. - dj4321 05/30/18 09:29:30 AM
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#34248   $GYA.V $GYNAF Analyst Recommends Buy with Target of dj4321 05/25/18 11:22:34 AM
#34247   GORO Great post Checkmate. This is rrten 05/24/18 03:02:45 PM
#34246   New from two of my zincers Lone Clone 05/24/18 02:02:57 PM
#34245   GORO Over $6 today. All last year checkmate28 05/24/18 01:12:27 PM
#34244   basserdan: peak gold bbotcs 05/23/18 02:01:37 PM
#34243   'We're right at peak gold': All major deposits basserdan 05/20/18 12:16:43 PM
#34242   KOOTENAY SILVER OPTIONS COPALITO SILVER-GOLD PROPERTY IN MEXICO basserdan 05/16/18 11:12:14 AM
#34241   QBL ANNOUNCEMENT; Close to SIGN DEALS and PARTNERSHIP Alexulf 05/16/18 08:29:29 AM
#34240   QBL ANNOUNCEMENT; Close to SIGN DEALS and PARTNERSHIP Alexulf 05/15/18 01:16:55 PM
#34239   Graphite’s Role in the Electric Vehicle Revolution checkmate28 05/15/18 01:07:08 PM
#34238   DNI Sponsors Clean Water Day in Madagascar, and checkmate28 05/15/18 10:52:50 AM
#34237   GOLD RESOURCE CORPORATION RECEIVES FINAL PERMIT AND BOARD checkmate28 05/15/18 09:37:44 AM
#34236   $GYA.V $GYNAF – NEWS - Guyana Goldstrike Assays dj4321 05/15/18 09:27:02 AM
#34235   I know all that about GGI already, as Lone Clone 05/14/18 08:22:25 PM
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