COUER D’ALENE, Idaho -- As hard asset prices keep climbing, cheap-on-the-totem-pole stocks keep thinning.
There are still a few out there in the commodity-crazed world of prospectors and miners. It is just getting tougher to find them.
These are five ways to make money next week. Three of the five are Ticker Trax Planetary Prospects. One of them is on the cusp. The fifth is a Colombia gold and copper miner-prospector that starts trading next week.
No. 1: As I pass through the heart of Idaho’s silver country this week, I am seeing with my own eyes how a solidly placed copper and silver miner in pristine Montana can make good on a plan of boosting America’s strategic output of natural resources. Revett Minerals (TSX: T.RVM, Stock Forum): We came, we saw the producing Troy Mine (silver and copper -- room and pillar style) some three hours’ drive from here in Montana, and we are poised to add the tiny company’s shares to our cedar-lined Planetary Prospect list.
Revett’s Rock Creek is the forested cubby hole. Gorgeous part of Montana. Hiking, grizzly bears, world-class trout fishing. On March 17, a federal judge will have the opportunity, after at least 15 years of state and federal agency reviews and species-specific studies, after Forest Service and Fish & Wildlife drafts and supplemental drafts, to determine whether opponents of a Rock Creek proposed mine have spent enough of his and their and Revett’s time in his court. Or not. “Whatever happens,” says mining engineer and chief of corporate development Doug Ward, as we slog through some of the mud of Rock Creek, a whitetail dear just ahead of us on the road, “it almost surely will go to the 9th District U.S. Court (San Francisco) on appeal.” CEO John Shanahan, age 50, (photo by Thom Calandra) and his right-hand business development chief and Colorado School of Mines-trained engineer Mr. Ward, age 44 and a ringer for the late actor John Goodman, just gave me the entire rundown on the cash-flow positive Troy Mine and the Revett prospect known as Rock Creek some 30 minutes’ drive away. (For more, please see www.tickertrax.com. We here at home own $600 worth of the stock.)
No. 2: On the cheap moly front, Avanti Mining (TSX: V.AVT, Stock Forum), another Ticker Trax Planetary Prospect, is developing the past producing Kitsault Molybdenum Mine. Craig J. Nelsen and AJ Ali run Avanti from Denver, Centennial, Colorado, actually. A bang-up question-answer with CFO AJ Ali will run next week at PDAC in Toronto. I have seen Kitsault and expect CEO Nelsen and Mr. Ali to fulfill the property’s promise (215 million metric tons of ore) as one of the top-five molybdenum development assets worldwide. (As with all 12 Planetary Prospects, we here at home own Avanti shares.) The mine is in British Columbia.
Says Mr. Ali in the magazine interview coming out next week: “Our prefeasibility, which hasn’t been optimized yet, looks at a 15-year mine life producing on average of 24.5 million pounds of moly oxide per annum. It’s higher in the first five years at closer to 29 million pounds. We’ll have very little stripping to do because most of the required stripping was completed for us by the previous owner.” Mr. Ali adds that at an average price of $15.76 per moly pound, Avanti’s net present value, discounted at eight percent and after tax, is US$550 million, or a project value for Kitsault of $1.60 per share (discounted NPV). The stock is at 20 cents Canadian.
3. Great Panther Silver (TSX: T.GPR, Stock Forum): The Mexico silver miner’s shares remain cheap against nearly every comparable primary silver producer. CEO Bob Archer’s team at Guanajuato in Mexico is harvesting very good to excellent grades. Some 70 percent of revenue for Great Panther derives from silver and another 23 percent from gold. (As with each of the 12 Planetary Prospects, we here at home own it … and intend to hold it, as we have for a year now.)
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4. SWD/Sunward: I have seen George Juilland’s Titiribi gold prospect in Colombia. Mr. Juilland (photo here by Thom Calandra) and his family have been staking claims in South America for 30 years. Mr. Juilland’s father was a Romanian miner through and through. Sunward starts trading next week under the symbol SWD. Mr. Juilland himself took $2 million of an approximate $5 million cash raise for the mine. Titiribi also has copper prospects in Colombia (Murindo) and gold prospects outside of Titiribi. Chances are, at 35 cents a share to start, SWD-Sunward will go the route of a similar (November 2009) IPO, Sandspring Resources (TSX: V.SSP, Stock Forum) of British Guyana. (I own no Sandspring but hope to own MKM-Sunward via a private placement that has closed. It is the only placement of natural resources equity I have participated in since 2003, when I bought into Robert M. Friedland’s still-private Ivanhoe Nickel and Platinum in Africa.) By the way, for more on Colombia and mining, come to this thing on Tuesday in Toronto: http://www.pdac.ca/pdac/conv/2010/presentations-rooms.html#Colombian_mining.
5. Inter-Citic Minerals: This is the Dachang gold project in way eastern China. Inter-Citic (TSX: T.ICI, Stock Forum) has fresh hole data out from Dachang … along with coordinated mapping points. Inter-Citic shares will get a delayed kick in the China road Friday or sometime next week. (We are seeing in markets a one-day or two-day delay when companies that are trustworthy and have years-long technical teams in place (Antares Minerals (TSX: V.ANM) was one example the other day) reveal fresh and potent minerals data.
Inter-Citic’s Stephen Lautens tells me, “There is a map that accompanies the data release: http://www.inter-citic.com/images/2009_DMZ_hole_locations.pdf. You can see the exploration holes at the eastern extent of the Placer Valley Zone below the DMZ. There were some good intercepts and strong grades out there. The PVZ has shown good consistency on the 2009 infill program.” By the way, check out the dimensions of this thing at Core Box. (Once again, this is a long-held Planetary Prospect.)
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Please see tickertrax.com to learn more about this wealth service and its 12 Planetary Prospects. Also, see its breakout feature examination of a Ghana prospector headed toward a golden harvest. And get working research on several Colombia gold and copper prospectors and one Panama copper company. Subscribers, please click here for password-secure Ticker Trax.
HOLDINGS: Thom’s holdings are listed for all Stockhouse members at www.Stockhouse.com under the “portfolio setting” for user TCALANDRA. It is public and free to view. He and his family own recently minted gold and silver coins and shares of a number of public and two private companies.
THOM CALANDRA of Ticker Trax helps his audience find value in a quagmire of investment choices. Thom co-founded CBS MarketWatch and MarketWatch.com. As the voice of Thom Calandra's StockWatch and The Calandra Report, Thom pegged $300-ounce gold as a long-term hold.
(All photos by Thom Calandra. Thom owns shares of each of the 12 Planetary Prospects in subscriber service Ticker Trax. Thom’s personal holdings are available for all to see on Stockhouse, the Canada publishing company.)
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Ticker Trax™ is published by Stockhouse Publishing Ltd. Ticker Trax is an information service for subscribers and neither Stockhouse nor Thom Calandra is a broker or an investment advisor. None of the information contained therein constitutes a recommendation by Mr. Calandra or Stockhouse that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Ticker Trax does not purport to tell or suggest the investment securities subscribers or readers should buy or sell for themselves. Subscribers and readers of Ticker Trax should conduct their own research and due diligence and obtain professional advice before making any investment decisions. Ticker Trax will not be liable for any loss or damage caused by a reader’s reliance on information obtained in the reports. Subscribers and readers are solely responsible for their own investment decisions. Opinions expressed in Ticker Trax are based on sources believed to be reliable and are written in good faith, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness. All information contained in Ticker Trax should be independently verified. The editor and publisher are not responsible for errors or omissions or responsible for keeping information up to date or for correcting any past information. Ticker Trax does not receive compensation of any kind from any companies that may be mentioned in the report. Any opinions expressed are subject to change without notice. Owners, employees and writers may hold positions in the securities that are discussed in Ticker Trax. PLEASE DO NOT EMAIL THOM SEEKING PERSONALIZED INVESTMENT ADVICE, WHICH HE CANNOT PROVIDE. Copyright 2010 all rights reserved.
