Recent turnarounds - re-rating imminent?

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Gold/Mining/Energy
Recent turnarounds - re-rating imminent?

An SI Board Since August 2012

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Emcee: dotsthots	Type: Moderated

Introduction Compact

Here are three stocks (and links to profiles on a site I recently joined) that have recently overcome issues that had them hugely discounted.... You may want to look into them before they get re-rated higher. I bought these unloved stocks because I figured they'd turnaround so there was a tremendous opportunity. With the exception of Crocodile Gold, I don't intend to hold them more than short term.

Crocodile Gold

Thanks to a management takeover by a hedge fund who kicked out a lot of personnel and the acquisition of 2 producing mines, they're finally cash flow positive! The fightback begins...

goldsilverdata.com

Orvana

They've done it - they're cash flow positive! They have turned it around in my opinion!! The only potential problem now is their silver mine in Bolivia has just started producing and doing very well - above expectations although it is a very small mine. I emailed them about this and the Bolivian Government's broken promises and they said...

"There is always risk in Bolivia. We certainly try to mitigate any risks and are prepared for any outcome. I’m sure that they have noticed that our tax and royalty payments have increased over the last few months, even though these receipts may be smaller than others"

Anyway, to be valued in line with their producing peers, even in the current market conditions, they should be 3-4 times higher. They were a $4 stock before the problems at start-up. I'm looking to get out at a triple...

goldsilverdata.com

Gryphon Gold

A tiny company that seems unloved and under the radar. They also seem to have turned it around at their Nevada mine! If they hit their target of doubling production they'll easily be cash flow positive by the end of this quarter.

goldsilverdata.com

Hope that's useful - may be you'll think they're an opportunity also...

dotsthots

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