Value Microcaps Junior Miners

[dr_airtime]

Locked and Loaded - here is my PM Miner Portfolio...

...I haven't been hanging around here posting incessantly since for past 3 years to miss out on what I am hoping is a massive PM miner rebound/breakout in H2-14. I'm putting my money where my mouth is have about 80% of my portfolio in names below with other 20% in Energy. I pretty much completed my buy program this morning so let's hope my timing was good! I hope this helps everyone.

Unfortunately it looks like May was the bottom and a lot of the best intermediate producers have been on fire. As a result I've been trying to buy the smaller producers with good fundamentals and charts that haven't rocketed yet so most of my list below should be good buys next week for anyone here.

Sub $300M MC Producers

TGZ.TO (You know what I think – H2-14 will tell us the story)

EDV.TO (higher cash costs = higher leverage to POG)

TMM.TO/TGD (Old standby. Canadian’s love to bid TMM up to $3.00 on rally)

GORO (per Checkmate)

MND.TO (old staple)

RIO.TO/RIO (Should get premium valuation like Argonaut Gold AR.TO did in 2010 to present)

USA.TO/USSIF (turn around in process here and could be back at $1.00 when silver hits $25)

RIC.TO/RIC (Will post separately on this. Rocket ship this week for fundamental reasons!)

EXN.TO (per Checkmate)

ORV.TO (great entry point around $.50. Low volume on declines and typically rockets on sector rally. Worst for 2014 is behind it IMO)

LGC.TO (hugely disappointed in H1-14 due to rain. $1.00 great LT entry price IMO. Buy before full details of restrutured

Sub $200M MC Advanced Deposits/Explorers

PZG.TO/PZG (Great chart, buyout candidate)

Sub $100M MC Advanced Deposits/Explorers

CSQ.V (Think this will do in Q4-2014 what Newstrike NES.V did in 2011 or Klondex did in 2013 - $24M MC high grade Nevada deposit in development)

ORG.V – Orca Gold (former Redback team and every RC Hole has hit nice mineralization to date)

Others that just haven’t made the list but would be share-for-share trades for current Energy holdings:

SVBL – Silver Bull (per Basserdan. Has not broken out yet!)

AUMN (per Checkmate. Consolidating since recent jump and posed to breakout IMO)

Others that I would of love to add, but have rallied too far, too fast compared to those above:

EDV.TO – Endeavour Silver

LGC.TO – Lake Shore Gold (per Checkmate)

DPM.TO (pick a could times in past the “MUX” of Canada but good risk/reward trade is complete)


Disclosure - when I was younger and greener I got clobbered during financial crisis but then rode the Sprott Gold and Precious Metals mutual fund from a 500% gain from 2008 financial crisis lows to 2011 top. I've seen heaven and I've seen hell!

I'll post seperately on RIC.TO/RIC - Richmont mines this weekend. Huge breakout this week on anticipation of mining high grade 10g/t 1M oz Island Gold Deep Resource but still cheap today with an EV below $100M and look at that chart history!