InvestorsHub Logo
Boards
News
Market Data
Markets
Discover
Discover
Subscribe Login/Register
S&P 500
5,222.68
(
0.16%
)
US TECH 100
17,650.00
(
0.05%
)
Dow Jones
39,512.84
(
0.32%
)
Brent Oil
82.59
(
0.00%
)
Bitcoin
60,991.63
(
0.32%
)
Post# of 35718
Next 10
Reply Private New
Public Reply Private Reply New Post
Keep Last Read
Replies (2) Keep Next 10 Report Keyboard Shortcuts
Replies (2) Next 10 Prev Next

dr_airtime

Send PM Follow Ignore
Followers 39
Posts 1454
Boards Moderated 0
Alias Born 06/14/2011

dr_airtime

Re: None

Wednesday, 05/23/2012 12:34:30 AM

Wednesday, May 23, 2012 12:34:30 AM

Post# of 35718
Cheapest Producers - Here are P/CF P/E multiples

...good time to read the weekly Kitco analyst consensus valuations for Seniors and Producers to pick best bargains at (cross fingers) the bottom of the metals markets for H1-2012. Multiples based on current lows.

Juniors

http://www.kitco.com/ind/matlack/may212012_juniors.html

Seniors

http://www.kitco.com/ind/Matlack/may212012.html

Highlights (IMO) of companies I plan on buying:

Couer D'Alene: 3.7X 2012 CF
Barrick: 5.7X 2012 CF
Kinross: 5.2X 2012 CF
TImmins: 6.3X 2012 CF
Brigus: 5.5X 2012 CF
Silvercorp: 6.6X 2012 CF
US Silver: 5.0X 2012 CF

IAMGOLD, Centamin and Golden Star are also very, very cheap.
Golden Star understandably so with conver. debs just issued and chronic high cash costs.




Public Reply Private Reply New Post
Keep Last Read
Replies (2) Keep Last Read Next 10 Report Keyboard Shortcuts
Replies (2) Next 10 Prev Next

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.

Sign Up