Editor's Picks
Conservative Value Picks
Successful companies with profitable mines trading at low multiples to cash flow, earnings and mineral value.
PE ≤ 50
ROE ≥ 0.10
positive profits
positive working capital
positive CFFO
10 Random Selections
JAG : TSX
Jaguar Mining Inc
SMF : TSX
Semafo Inc
LUN : TSX
Lundin Mining Corp
RIO : ASX
Rio Tinto Ltd
CLF : NYSE
Cliffs Natural Resources Inc
SWC : NYSE
Stillwater Mining Company
EXS : ASX
Exco Resources Ltd
ELR : TSX
Eastern Platinum Ltd
TMM : TSX
Timmins Gold Corp
SCCO : NYSE
Southern Copper Corp
Best Exploration Companies
Explorers trading at low multiples to resource value, with plenty of cash on hand.
burn time > 12 months
10 Random Selections
COL : TSX.V
Copper North Mining
MTH : ASX
Mithril Resources Ltd
OX : TSX.V
Orex Exploration Inc
REY : ASX
Rey Resources Ltd
NCCL : AIM
Ncondezi Coal Company Ltd
VAL : TSX.V
ValGold Resources Ltd
AGC : TSX.V
Amarillo Gold Corp
GMO : AMEX
General Moly Inc
MOL : ASX
Moly Mines Ltd
IRN : ASX
Indophil Resources Ltd
Base Metal Stockpiles
Companies with potentially huge metal resources, trading at low multiples to asset value.
Cu, Zn, Ni, Lb, Al, Fe, Mo
10 Random Selections
GWQ : TSX.V
GWR Resources Inc
REG : TSX.V
Regulus Resources Inc
IVW : TSX
Ivernia Inc
PRW : ASX
Proto Resources & Investments Ltd
PEM : ASX
Perilya Ltd
NAG : TSX.V
North American Gem Inc
HIG : ASX
Highlands Pacific Ltd
LCC : TSX.V
Lumina Copper Corp
BZT : AIM
Bezant Resources plc
AVZ : TSX.V
Avala Resources Ltd
Solid Gold Miners
Profitable gold producers with potentially cheap stocks.
PE ≤ 30
CFFO > 0
net income > 0
10 Random Selections
JAG : TSX
Jaguar Mining Inc
GAL : TSX.V
Galantas Gold Corp
WDO : TSX
Wesdome Gold Mines Ltd
DPM : TSX
Dundee Precious Metals Inc
AEM : TSX
Agnico-Eagle Mines Ltd
AU : NYSE
AngloGold Ashanti Ltd
MMY : TSX.V
Monument Mining Ltd
HMY : NYSE
Harmony Gold Co Mining Ltd
FML : ASX
Focus Minerals Ltd
NGF : ASX
Norton Gold Fields Ltd
area for text about mining ratios used.


