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Last Post: 11/15/2018 12:40:27 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/

 

Quantum
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PostSubject
#34371   If ou feel like putting some of your Lone Clone 11/15/18 12:40:26 PM
#34370   Telson Mining, TSN.v/SOHFF C$.42 Bobwins 11/15/18 10:35:15 AM
#34369   $GYA.V $GYNAF NEWS Guyana Goldstrike to Drill Marudi dj4321 11/08/18 09:43:39 AM
#34368   Re: China - At some point the building CPTMatt 11/07/18 09:23:00 AM
#34367   I've been mostly out of miners for awhile. Bobwins 11/06/18 09:54:28 PM
#34365   AABB Getting Ready to Move!!! reces 11/03/18 01:05:51 PM
#34364   PCY Thanks for the info Lone Clone rrten 11/03/18 10:27:22 AM
#34363   OT: It was four years ago that Coinmaker Lone Clone 11/02/18 07:11:03 PM
#34362   Off topic but I bought a vanadium coin CPTMatt 11/02/18 03:01:28 PM
#34361   Just PCY for now, though people whose judgment Lone Clone 11/02/18 02:44:47 PM
#34360   AR.TO Been slammed at work but just took 10 dr_airtime 11/01/18 11:01:58 AM
#34359   NEWS $GYA.V Guyana Goldstrike Assays High Grade Au dj4321 11/01/18 10:22:35 AM
#34358   Interview with John Thornton caliche 11/01/18 01:42:21 AM
#34357   http://www.garibaldiresources.com/s/NewsReleases.asp?ReportID=839286&_Type=News- gold80302 10/31/18 09:54:37 PM
#34356   Silver Bull Resources (SVBL SVB.TO) Announces 5.35 Billion basserdan 10/31/18 12:59:26 PM
#34355   Excelsior Mining MIN.to/EXMGF C$.98 Bobwins 10/31/18 10:03:23 AM
#34354   PCY Lone Clone do you like or follow rrten 10/30/18 04:10:57 PM
#34353   Not sure what you are asking; are you Lone Clone 10/30/18 12:52:32 PM
#34352   ORV.T - What are your thoughts regarding the CPTMatt 10/29/18 12:13:15 PM
#34351   $GYA.V $GYNAF NEWS Guyana Goldstrike Continues to Encounter dj4321 10/26/18 02:21:25 PM
#34350   Hamvestor Re PCY Thanks Thats crazy. Id seen checkmate28 10/26/18 09:22:34 AM
#34349   PCY - checkmate28, when you posted the CanadianInsider hamvestor 10/26/18 08:24:35 AM
#34348   AR.T Argonaut Gold is deep cheap right now. checkmate28 10/26/18 12:11:04 AM
#34347   LC PCY I did have a checkmate28 10/26/18 12:08:12 AM
#34346   Did you happen to buy any PCY after Lone Clone 10/25/18 05:33:45 PM
#34345   Checkmate DNI will be fine. rrten 10/25/18 05:22:55 PM
#34344   LC DNI Metals LOL Cant put a good checkmate28 10/25/18 03:56:17 PM
#34343   Bad news for DNI, I am not impressed Lone Clone 10/24/18 01:04:12 PM
#34342   $NRM.V Noram Plans Phase 3 Drilling at Zeus, dj4321 10/23/18 01:20:48 PM
#34341   Be careful with uranium; Steve Saville, who is Lone Clone 10/23/18 11:52:07 AM
#34340   GGI GGIFF hits again. https://www.ftmig.com/energy-mining/garibaldi-discovers-ne gold80302 10/18/18 03:51:21 PM
#34339   Orvana ORV.T At .15 Nowhere to go checkmate28 10/18/18 01:17:03 AM
#34338   $GYA.V $GYNAF Guyana Goldstrike Reports Visible Gold at Marudi dj4321 10/16/18 10:57:40 PM
#34337   Dr A have you looked at uranium? CPTMatt 10/10/18 09:18:51 PM
#34336   Zinc - bottom may be in? dr_airtime 10/10/18 03:31:19 PM
#34335   Kerr Mines & Beaver Creek, Colorado September PRESENTATION goldenpolarbear 10/10/18 12:24:39 AM
#34334   OROCO SIGNS OPTION AGREEMENT TO ACQUIRE ADDITIONAL INTEREST caliche 10/09/18 05:22:10 PM
#34333   Interview with Craig Dalziel from Oroco Resource Corp caliche 10/06/18 09:54:24 PM
#34332   Uranium getting jiggy CPTMatt 10/03/18 04:06:50 PM
#34331   SANTO TOMAS PORPHYRY COPPER PROJECT caliche 10/02/18 01:12:48 AM
#34330   $LITH nice cobalt play MazelTov 10/01/18 02:23:33 PM
#34329   Caliche - Oroco... dr_airtime 10/01/18 01:47:15 PM
#34328   Game Changing News for Oroco Resource caliche 09/30/18 04:12:57 PM
#34327   OCO,V Oroco Finally secures Santo Tomas! caliche 09/30/18 12:47:03 AM
#34326   $Lith Gochagar Lake Ni/Co/Cu Project MazelTov 09/27/18 01:52:18 PM
#34325   GWA Checkmate you have a message at stockhouse. rrten 09/26/18 11:35:28 AM
#34324   Spotlight Growth $GYNAF / $GYA.V dj4321 09/25/18 12:38:06 PM
#34323   USA.TO...must have bottomed dr_airtime 09/24/18 12:44:00 PM
#34322   The fact that no one even posts Lone Clone 09/24/18 11:51:45 AM
#34321   GGI GGIFF NEWS. 8 holes reported continuing to gold80302 09/24/18 09:20:38 AM
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