Likes Subject
yeah, doesn't look good. Looks like prior Bobwins 11/30/22 4:20 PM
MGLQF is it almost belly up? whoswho 11/30/22 2:34 PM
RIO, MAI, CEE, EDV, IAU Lone Clone 11/30/22 1:48 PM
I bought some EXN a while ago and antman 11/28/22 4:52 PM
$EXN Excellon Resources Inc., a silver mining and BottomBounce 11/28/22 12:14 PM
EDV, MIRL, RIO, IPT, TUO Lone Clone 11/24/22 4:32 PM
CEE, HMLO, IAU Lone Clone 11/18/22 1:39 PM
IAU, CCW, GNG, CEE Lone Clone 11/14/22 5:41 PM
TUO, GOT, CCW, IAU, KRR Lone Clone 11/07/22 4:42 PM
HMLO, CCW, MAI, IAU, BTO Lone Clone 11/02/22 6:31 PM
GNG, TUO, KRR, KTN, CCW, EDV, OGC Lone Clone 10/27/22 3:48 PM
This is the only miner I've bought in yielddude 10/25/22 4:15 PM
pgm.v/LRTNF .0167 Bobwins 10/25/22 4:01 PM
WM, MAI, CEE, KRR, SSL, EDV, MIRL, BTO, Lone Clone 10/20/22 3:53 PM
RG.V trading at .03 cents cad - Press antman 10/08/22 1:22 PM
Burkina Faso coup, MAI, RRI, MIRL, TUO, IAU Lone Clone 10/06/22 3:50 PM
WM, HMLO, SSL, IAU Lone Clone 09/29/22 12:51 PM
I won't share any details because it's from Lone Clone 09/29/22 12:44 PM
ABRA ABBRF https://ceo.ca/@thenewswire/abrasilver-announces-further-world-class gold80302 09/29/22 9:19 AM
PGM.v/LRTNF US$.108 Bobwins 09/26/22 10:58 PM
inflation and war should both bode well for db7 09/22/22 3:04 PM
It's been a LONG hard slog. Gold Bobwins 09/22/22 2:44 PM
I'm still appreciating your posts, and waiting patiently. yielddude 09/21/22 6:11 PM
CCW, BTO, MIRL, NRN, TUO, GOT Lone Clone 09/21/22 4:09 PM
Hope it was the bear market in junior Lone Clone 09/21/22 4:00 PM
WM, KTN, RRI, CKG, ANZ, IAU, GOT, ORS, Lone Clone 09/16/22 4:22 PM
CCW, GOT, KTN, KRR, TUO, OSU, MAI, OGC, Lone Clone 09/08/22 6:11 PM
RIO just hit it's 52w low temped to JD400 09/08/22 9:04 AM
MIRL, RIO, SSL, NSR, IAU, NRN, MIRL, KTN,, TUO Lone Clone 08/18/22 2:04 PM
BTO, CEE, WM, KTN, EDV, SSL, NSR, IAU, Lone Clone 08/12/22 1:56 PM
Thanks your comments removed the must follow at swampboots 08/11/22 12:52 PM
not far from startup so should be able Bobwins 08/11/22 12:49 PM
ABRA ABBRF gold80302 08/11/22 9:29 AM
Re: NSRCF: Is this stock too risky (cash swampboots 08/11/22 8:39 AM
FCX is in a consistent stair stepping uptrend huesos 08/10/22 8:48 AM
Breaking News!???? Board of UEX Corp (TSX: $UEX gold80302 08/09/22 5:56 PM
Kootenay Silver Announces Update on 15,000-Meter Drill Program basserdan 08/04/22 9:46 AM
WM, KRR, GNG, GOT, OGC, TUO, EDV, IAU Lone Clone 08/03/22 2:49 PM
ABRA ABBRF another big one gold80302 08/03/22 9:44 AM
Appia Rare Earths and Uranium hit .36 cents antman 08/01/22 5:12 PM
FCX great price action since the reversal bottom. huesos 07/29/22 7:56 PM
GCM.to https://themarketherald.ca/gcm-mining-and-aris-gold-combine-to-create- Bobwins 07/29/22 3:34 PM
This Hecla trade may turn out to be huesos 07/27/22 4:35 PM
TUO, SSL, BTO, KRR, NRN, MAI, CEE, IAU, MIRL Lone Clone 07/25/22 2:29 PM
GCM.TO (TPRFF) SSKILLZ1 07/25/22 10:09 AM
ABBRF ABRA gold80302 07/25/22 9:35 AM
FCX +.20 to 29.11 Bobwins 07/22/22 9:52 AM
FCX +.34 to 28.91 Bought Bobwins 07/21/22 4:33 PM
Hecla. Just when you think it's had it, huesos 07/19/22 3:33 PM
Undervalued Gold/Copper Miner Alexulf 07/19/22 8:34 AM
Likes Subject

whoswho
11/30/22 2:34 PM
Lone Clone
11/30/22 1:48 PM
antman
11/28/22 4:52 PM
BottomBounce
11/28/22 12:14 PM
Lone Clone
11/24/22 4:32 PM
Lone Clone
11/18/22 1:39 PM
Lone Clone
11/14/22 5:41 PM
Lone Clone
11/07/22 4:42 PM
Lone Clone
11/02/22 6:31 PM
Lone Clone
10/27/22 3:48 PM
yielddude
10/25/22 4:15 PM
Bobwins
10/25/22 4:01 PM
Lone Clone
10/20/22 3:53 PM
antman
10/08/22 1:22 PM
Lone Clone
10/06/22 3:50 PM
Lone Clone
09/29/22 12:51 PM
Lone Clone
09/29/22 12:44 PM
Bobwins
09/26/22 10:58 PM
Bobwins
09/22/22 2:44 PM
Lone Clone
09/21/22 4:09 PM
Lone Clone
09/21/22 4:00 PM
Lone Clone
09/16/22 4:22 PM
Lone Clone
09/08/22 6:11 PM
JD400
09/08/22 9:04 AM
Lone Clone
08/12/22 1:56 PM
Bobwins
08/11/22 12:49 PM
gold80302
08/11/22 9:29 AM
swampboots
08/11/22 8:39 AM
Lone Clone
08/03/22 2:49 PM
gold80302
08/03/22 9:44 AM
huesos
07/27/22 4:35 PM
Lone Clone
07/25/22 2:29 PM
SSKILLZ1
07/25/22 10:09 AM
gold80302
07/25/22 9:35 AM
Bobwins
07/22/22 9:52 AM
Bobwins
07/21/22 4:33 PM
huesos
07/19/22 3:33 PM
Alexulf
07/19/22 8:34 AM

Value Microcaps Junior Miners

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Moderator Bobwins
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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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