SureTrader
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: 1/19/2018 1:11:51 PM - Followers: 416 - Board type: Free - Posts Today: 1

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/

 

SureTrader
PostSubject
#33996   I started a new position today in Teuton Lone Clone 01/19/18 01:11:51 PM
#33994   NM.v/NOEEE +.02 to C$1.25 Bobwins 01/18/18 06:44:30 PM
#33993   DNI Metals Further to the press release checkmate28 01/18/18 09:56:54 AM
#33992   News DNI METALS INC. (DNI : CSE) (DG7N checkmate28 01/18/18 09:50:55 AM
#33991   $PPPMF Primero Mining. Primero's Corporate Video MazelTov 01/18/18 08:40:25 AM
#33990   $PPPMF Primero Mining on Facebook https://www.facebook.com/PrimeroMiningCo/ MazelTov 01/18/18 08:39:37 AM
#33989   PPPMF Nice!! Green Candles ALL MONTH. Power MOVE MazelTov 01/18/18 08:33:23 AM
#33988   DNI Metals DNI.ca DMNKF I want checkmate28 01/17/18 07:12:46 PM
#33987   I almost entered NM as my pick for Lone Clone 01/17/18 04:32:19 PM
#33986   What a management team Primero had; took an Lone Clone 01/17/18 04:21:09 PM
#33985   GYA.V / GYNAF Guyana Shield Is Host to dj4321 01/16/18 01:40:31 PM
#33984   MND.TO - looks like bottom is in. dr_airtime 01/15/18 05:43:14 PM
#33983   NM.v/NOEEE +.12 to C$1.28 Bobwins 01/15/18 02:58:41 PM
#33982   DNI great news indeed. I thought the bid rrten 01/15/18 12:11:16 PM
#33981   DNI / DMNKF great news ... daredguy 01/15/18 12:02:03 PM
#33980   NM.v/NOEEE C$1.08 Bobwins 01/11/18 01:03:22 PM
#33979   Kirkland Lake Gold KL KL.T All Star checkmate28 01/11/18 12:59:04 PM
#33978   KOOTENAY SILVER PROVIDES 2018 EXPLORATION PLANS & REVIEW basserdan 01/11/18 09:07:09 AM
#33977   dr airtime: USA.TO bbotcs 01/10/18 08:56:47 PM
#33976   USA.TO - I won'd be adding more. dr_airtime 01/10/18 06:07:28 PM
#33975   Silver Bull Extends Previously Inaccessable Historical Workings 350 basserdan 01/10/18 01:18:18 PM
#33974   dr airtime: USA.to bbotcs 01/08/18 03:10:26 PM
#33973   )))))))))))$PPPMF ((((((((((( MazelTov 01/08/18 03:09:34 PM
#33972   checkmate28: Thanks for the list. I bbotcs 01/08/18 03:08:29 PM
#33971   $GEVO Advanced biofuels for Mining industry http://ir.gevo.com/phoenix.zh MazelTov 01/06/18 10:52:57 AM
#33970   $GEVO Gevo, Inc., a renewable chemicals and biofuels MazelTov 01/05/18 10:47:44 AM
#33969   Pick 3 Contest 7 Contest Deadline Less Than SSKILLZ1 01/05/18 10:05:04 AM
#33968   Fwiw, Silver Bull has between 2.2 billion oz basserdan 01/05/18 09:04:23 AM
#33967   The interesting thing about the VLE article in huesos 01/04/18 05:52:26 PM
#33966   OT: Way to play VLE.V is TAT/TNP.TO dr_airtime 01/04/18 03:40:18 PM
#33965   OT: VLE dr_airtime 01/04/18 02:55:02 PM
#33964   $GEVO 7 Day Average Directional Indicator Buy MazelTov 01/04/18 02:28:44 PM
#33963   $PPPMF Primero Mining on Facebook https://www.facebook.com/PrimeroMiningCo/ MazelTov 01/04/18 02:25:39 PM
#33962   OT: VLE 50% every day for three days checkmate28 01/04/18 01:02:14 PM
#33961   $PPPMF Primero Mining MazelTov 01/04/18 11:59:37 AM
#33960   Clive Maund's 'take' on Silver Bull basserdan 01/04/18 11:58:54 AM
#33959   OT VLE Analyst Malcolm Shaw was pounding the rrten 01/03/18 07:08:25 PM
#33958   OT: VLE... dr_airtime 01/03/18 05:56:21 PM
#33957   dr airtime, congrats on your holdings, especially VLE. rrten 01/03/18 12:53:35 PM
#33956   My Miner positions dr_airtime 01/03/18 11:03:14 AM
#33955   USA.TO Nice start to new year EOM dr_airtime 01/03/18 10:45:13 AM
#33954   Nice find on that xx:jx index. I have huesos 12/31/17 05:06:52 PM
#33953   The Canadian Adventure Exchanges' 800 Level AND nowwhat2 12/31/17 12:00:57 AM
#33952   gold has been climbing sharply since mid December. Bobwins 12/30/17 04:55:14 PM
#33951   Pick 3 Contest 7 Contest Deadline On Friday SSKILLZ1 12/30/17 01:37:16 AM
#33950   CPTMatt EV Nickel Graphite Batteries checkmate28 12/29/17 11:22:47 AM
#33949   MY best 5 BAGGERS list with the next checkmate28 12/29/17 10:21:10 AM
#33948   Gold just broke $1300 Im looking checkmate28 12/29/17 09:52:06 AM
#33947   $PPPMF Primero Mining - Slideshow https://seekingalpha.com/article/4081 MazelTov 12/27/17 12:33:59 PM
#33946   BRO.V Bro... dr_airtime 12/26/17 07:04:38 PM
PostSubject