I own silver stocks today... a few gold shares.. and a smattering of oddities...
I'm comfortable with anything above 0 on the ROE list that has a PE...
DRD is solid. I might diversify it with BTG, which has higher growth rates in revenue and earning, a decent yield that might grow more, and much larger institutional ownership... also meaning that right now its got a much nicer looking chart for a trader...maybe more near term upside in the share price.
The bigger silver miners are self explanatory... easy to pick. PAAS, FNLPF/MAG, etc. Like all three... PAAS absorbed Tahoe, a former favorite of mine in 2019... which is "value" now.
My picks today as mid-tiers: EXK, FSM, HL, PPTA, SILV, SVM has one oddball that others might not know...
PPTA is a brand new ticker... shares on sale today with a reverse... an Idaho gold development not yet in production, but "coming soon" on a property I've followed for years... and tried to buy myself, once.
My picks today as small miners: ABBRF, DNCVF, DOLLF, ELYGF, GLDRF, KOOYF, MMNGF, SSVFF
Includes Ely Gold, the royalty company, and GLDRF, one I found on my trip to Idaho last summer... who staked claims on a property the day before I left to look at it for myself.
Energy Metals stocks: CYDVF, PLUUF
Cypress Development I found at $0.40. Clay based Li deposit in Nevada with good characteristics.
PLUUF a "deal stock" with American Lithium LIACF has 7 shares of PLUUF become 2 shares of LIACF with one warrant at $3 for 3 years... to be listed in Toronto... deal done in May. Pairs lithium and uranium.
Niobium: NYBCF
James Bay niobium deposit getting new life, with $ support behind it now coming from Osisko Development ODV.V ... a new exploration subsidiary from Osisko Gold... but, "an explorer" with $130 million, etc.
Tungsten/Molybdenum: ALMTF
I've followed Almonty since 2012. They specialize in suppressing excitement and dragging their feet... which is how you get a major mine financed and built with no one noticing it happening. As they move closer to starting production in South Korea... perhaps the market will start to notice. A report out this week suggesting they're 91% undervalued.
Platinum: ELRTF, KVLQF
EastPlats... slowly working on restarting production.
ValOre Metals has been slowly poking at a platinum exploration target, drilling a few holes: "ValOre Drills 76.74 metres of 1.25 g/t 2PGE+Au, incl. 15.00 m at 4.19 g/t 2PGE+Au, 0.63% Ni and 0.25% Cu at Pedra Branca"
But, then, they looked at a couple of old core remnants and had them re-assayed... and started finding that all the old drill cores were giving them decent values in Rhodium... which they now claim might average for the deposit to 0.25 grams per tonne... which makes it equivalent to the grades found in mines that are the existing primary Rhodium sources. They've just raised $3 million... so maybe will get the potential fleshed out a bit more soon... Rhodium down below $5K when I pointed it out here... now at $21K... which makes 0.25 grams per tonne look pretty good. |
