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Comments On PMs, Zinc, and Copper – Plus Some Stocks To Watch

Cory
January 30, 2018

On my conversation with David Erfle, The Junior Miner Junky, we look at the broad PM stock sector and take a closer look at copper and zinc. We also discuss a couple companies that David thinks you should be paying attention to.

Click here to visit David’s website to find out more about his newsletter.

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Discussion
60 Comments
    CFS
    Jan 30, 2018 30:29 PM

    Ira Epstein Metals:

    https://youtu.be/whZVL4pBf5w?t=32

      Jan 30, 2018 30:55 PM

      David Erfle: Stock Picks and Gold Price Prediction

      InvestingNews
      Published on Jan 25, 2018

      “David Erfle of JuniorMinerJunky shares his stock picks, advice for investors and predictions for the gold price in this video interview.”

      https://www.youtube.com/watch?v=VhrGdgE9aNA

    CFS
    Jan 30, 2018 30:19 PM

    Russia has gold…..

    https://youtu.be/70FWexgrRiw

    CFS
    Jan 30, 2018 30:25 PM
    CFS
    Jan 30, 2018 30:28 PM

    Mannarino said everything sold off today….obviously he was not watching grains.

    Wheat WILL GO UP because of weather……We are not in global warming, folks.

      Jan 31, 2018 31:49 PM

      I do not think he is into grains……….

    Jan 30, 2018 30:31 PM

    METALS-Supply worries drive Zinc to 10 1/2-year high

    Reuters – Peter Hobson

    https://www.reuters.com/article/global-metals/metals-supply-worries-drive-zinc-to-10-1-2-year-high-idUSL8N1PO2YZ

    Jan 30, 2018 30:39 PM

    (TK) (TKRFF) Tinka Resources Ltd. (Alvaro Fernandez-Baca)

    Metals Investor Forum Nov. 2017: #VIDEO #CorporatePresentation

    https://www.youtube.com/watch?v=oen3y3KlDTk

      Jan 30, 2018 30:41 PM

      “Ayawilca Zinc Project” Gwen Preston & Alvaro Fernandez-Baca, V.P. Exploration

      “Gwen Preston, Editor of Resource Maven, interviews Tinka Resources Ltd., Alvaro Fernandez-Baca, V.P. Exploration at the November 10+11, 2017 Metals Investor Forum.”

      https://www.youtube.com/watch?v=ykSH-gIEBfc&t=21s

        Jan 30, 2018 30:42 PM

        Tinka Resources at 121 Mining Investment London 2017

        “At the 121 Mining Investment London Autumn 2017 conference over 250 institutional investors and analysts met with the management teams of 70 mining companies in over 1000 pre-arranged 1-2-1 meetings. ”

        https://www.youtube.com/watch?v=VxgrjiPJYsE

    Jan 30, 2018 30:45 PM

    (VTT) (VDTAF) Vendetta Mining Corp (Michael Williams)

    Metals Investor Forum Jan 2018: #VIDEO #CorporatePresentation

    https://www.youtube.com/watch?v=PAhB_wGhevY&t=6s

      Jan 30, 2018 30:46 PM

      Vendetta Mining (TSXV: VTT) CEO: We See a Big Opportunity in Zinc

      SmallCapPower – Sep 21, 2017 #VIDEO

      “In this interview with SmallCapPower, Vendetta Mining Corp. (TSXV: VTT) President and CEO Michael Williams talks about why Vendetta decided to focus on a lead-zinc deposit in Australia and why its Pegmont project shows so much promise. He also discusses the significance of Vendetta’s updated resource estimate and what its shareholders have to look forward to in the coming year.”

      https://www.youtube.com/watch?v=FuOfvrNh5sE

        Jan 30, 2018 30:27 PM

        “Location, Location, Location” Eric Coffin & Michael Williams, President, CEO & Director

        “Eric Coffin, Editor of HRA Advisories, interviews Vendetta Mining Corp., Michael Williams, President, CEO & Director at the November 10+11, 2017 Metals Investor Forum.”

        https://www.youtube.com/watch?v=C2PyoPzwPns&t=1s

          Jan 31, 2018 31:09 AM

          (VTT) Vendetta Reports Shallow High Grade Drilling Results from Surface at the Pegmont Lead-Zinc Project
          by @newsfile on January 31, 2018

          * Zone 1 Sulphide Highlights:

          PVRD104: 7.10 metres of 11.02% Pb+Zn (7.10% Pb, 3.93% Zn);

          PVRD109: 5.77 metres of 11.56% Pb+Zn (7.87% Pb, 3.69% Zn);

          and: 5.15 metres of 14.02% Pb+Zn (10.95% Pb, 3.07% Zn); and

          PVRD111: 5.72 metres of 11.55% Pb+Zn (7.79% Pb, 3.76% Zn)

          ** Zone 1 Transition Highlights:

          PVRD123: 8.54 metres of 12.56% Pb+Zn (9.52% Pb, 3.04% Zn); and

          PVRD126: 9.26 metres of 11.23% Pb+Zn (8.31% Pb, 2.91% Zn)

          https://ceo.ca/@newsfile/vendetta-reports-shallow-high-grade-drilling-results

    Jan 30, 2018 30:48 PM

    Huge Buy Opportunity In The Zinc Market – Max Porterfield Interview (Callinex Mines)

    FutureMoneyTrends – Sep 5, 2017 #Audio Interview

    “Max Porterfield of Callinex Mines Inc is with us to give us an important update on the Zinc Markets and why this could be an amazing opportunity for Zinc Investors.
    We look over the supply shortage and the overwhelming demand of Zinc, also Max gives us and overview of Callinex Mines and its potential in the long run.”

    https://www.youtube.com/watch?v=TNBZ80qRmgU

      Jan 30, 2018 30:50 PM

      Subscriber Summit: Callinex Mines (CNX) (CLLXF)

      CEO.CA – Nov 1, 2017 #VIDEO

      https://www.youtube.com/watch?v=nkxXc89J0Lc&t=10s

        Jan 30, 2018 30:51 PM

        Exploration Insights’ Investigates Callinex Mines (TSXV:CNX)

        CEO.CA – Apr 16, 2017

        “Exploration Insights editor Joe Mazumdar travels to Flin Flon, Manitoba to tour the Pine Bay property of Callinex Mines (TSXV:CNX), a junior zinc exploration company traded on the TSXV.”

        https://www.youtube.com/watch?v=QXKWlLPA02I&t=9s

          Jan 30, 2018 30:54 PM

          Why You Should Go On A Site Visit – Callinex Mines

          The Next Big Rush – Apr 7, 2017

          “This week I had the amazing opportunity to go visit Callinex Mines’ Pine Bay project in Flin Flon, Manitoba. Callinex is an interesting junior mining company exploring for zinc in proven jurisdictions near great infrastructure. ”

          https://www.youtube.com/watch?v=QXKWlLPA02I&t=9s

            Jan 30, 2018 30:56 PM

            “Plenty of Catalysts” – Joe Mazumdar with Callinex CEO Max Porterfield

            Metals Investor Forum – May 18, 2017 #VIDEO

            “Joe Mazumdar, Co-Editor of Exploration Insights, interviews Max Porterfield, CEO of his new pick Callinex Mines Inc.”

            https://www.youtube.com/watch?v=5IKfXir6A-Q&t=8s

            Jan 31, 2018 31:56 AM

            Are you invested in Callinex Excelsor? It looks like an interesting play.

    Jan 30, 2018 30:57 PM

    Fireweed Zinc Ltd (Brandon Macdonald)

    Metals Investor Forum, January 2018: #VIDEO #CorporatePresentation

    https://www.youtube.com/watch?v=jINvdl0LXgE

      Jan 30, 2018 30:59 PM

      “60-70% improvement in all categories” Eric Coffin and Brandon Macdonald, CEO of Fireweed Zinc Ltd.

      “Eric Coffin, Editor of HRA Advisories, interviews Brandon Macdonald, CEO of Fireweed Zinc Ltd. at the January 19-20, 2018 Metals Investor Forum.”

      https://www.youtube.com/watch?v=4uRkDWb7Nag

        Jan 30, 2018 30:00 PM

        “What makes us different?” Joe Mazumdar and Brandon Macdonald CEO of Fireweed Zinc Ltd.

        “Joe Mazumdar, editor of Economic Geologist, Exploration Insights interviews Brandon Macdonald CEO of Fireweed Zinc Ltd. at the January 19-20 2018 Metals Investor Forum.”

        https://www.youtube.com/watch?v=8an7ZHsY9no

          Jan 30, 2018 30:01 PM

          “World Class Project” Sean Brodrick and Brandon Macdonald, CEO of Fireweed Zinc Ltd. (FWZ)

          “Sean Brodrick, editor of The Edelson Institute interviews Brandon Macdonald CEO of Fireweed Zinc Ltd at the January 19-20 2018 Metals Investor Forum.”

          https://www.youtube.com/watch?v=QREQW02Rrn0

    Jan 30, 2018 30:03 PM

    (HRR.AX) (HER) (HRLDF) Heron Resources Diggers & Dealers 2017

    [huge Copper Zinc project being constructed in Australia w/ near term production]

    https://www.youtube.com/watch?v=LWZrzr9i2ds

    Jan 30, 2018 30:19 PM

    Have Investors Given Up On Gold? Gary Wagner Talks

    Jan 30, 2018

    “Gold declined in Monday’s session, but one technical analyst said that any further erosion in equity markets will benefit the yellow metal.”

    https://www.youtube.com/watch?v=Z84hQbxD5P4

    Jan 30, 2018 30:21 PM

    Premier Silver Producer in China – Silvercorp Metals Inc.

    Cambridge House – Jan 30, 2018

    https://www.youtube.com/watch?v=zZ_iuUf4E6c

      Jan 31, 2018 31:07 AM

      What is impressive with SVM Silvercorp is that their AISC is now $2.26 per ounce of Silver Equivalent because they have low operational costs, high grade silver, and lots of Zinc & Lead credits. Very impressive free cash flow and a dividend.

    Jan 31, 2018 31:28 AM

    Remember when I said to buy AMZN when it was under $1000? It’s now aroung $1500 on its way to $2000 and beyond.

    It’s clear why it is going up. It is fascism + the express Fed Put. You literally cannot and will not lose in nominal USD terms ever. The USD will be sacrificed before AMZN ever drops more than 10%. Liquidity is being force fed into the stock market by the greatest moral hazard the world has ever seen. They will likely confiscate gold and nationalize mines when it is clear the system is terminal.

      Jan 31, 2018 31:16 AM

      If your analysis begins and ends with a trend line, then you should have bought it. That can work fine for you if are disciplined with your risk management. Your call for 2000 and beyond is based only on linear extrapolation and that is a big mistake.

      With a P/E of 368 and P/B of 28, AMZN makes for one silly and unappealing investment in my book.

        Jan 31, 2018 31:22 AM

        My call for $2000+ is not linear extrapolation. It is based on the explicit words of the Fed and the fact that AMZN now has a critical mass of resources and talent for global domination thanks to the US govt.

          Jan 31, 2018 31:23 AM

          I still still think it is due to linear extrapolation as we both know that you’d not have any confidence in the Fed’s explicit words or anything else if it hadn’t been rising relentlessly.

          Is it not overvalued at 368 times earnings? It should to be 33% higher? I think it’s far more likely that your comment is a contrary indicator — a bell ringing at the top.

            Jan 31, 2018 31:35 AM

            AMZN is valued at 368 times earnings. Wowzers!

            (now there’s some deep value… not)

            Jan 31, 2018 31:56 AM

            It’s value is infinite in USD terms. Just like everything else. It’s just for now and the foreseeable future, as long as their are legal tender laws and the USD is the reserve currency, the vast majority of gloabl liquidity is going to go in to stocks like AMZN.

            Jan 31, 2018 31:48 AM

            That’s ridiculous and AMZN is expensive by almost any useful measure.

    Jan 31, 2018 31:37 AM

    (ANX) (ANXGD) Anaconda Mining – Positive Preliminary Economic Assessment On Its Goldboro Gold Project

    by @Leni on January 31, 2018

    https://ceo.ca/@leni/anaconda-mining-positive-preliminary-economic-assessment-on-its-goldboro-gold-project

    Jan 31, 2018 31:19 AM

    $CDNX monthly candle doesn’t look so hot (unless it manages to rally 30+ points today). In fact it looks like a textbook gravestone doji atm.

    http://stockcharts.com/h-sc/ui?s=%24CDNX&p=M&b=5&g=0&id=p46525149373&a=574735133&listNum=1

    Jan 31, 2018 31:00 AM

    I’m looking to pick something up in the zinc sector. What do you guys currently hold positions in?

      Jan 31, 2018 31:02 AM

      I posted about 20 links up above with information on some quality Zinc names that I hold personally. Hours of information to digest if you are interested in the Zinc sector.

    Jan 31, 2018 31:16 AM

    I’m trying to abuse all your work though Excelsior and see if you’ll say which one of those plays looks the BEST in your opinion and then go spend a couple hours digging into that company to see if I agree.

      Jan 31, 2018 31:19 PM

      I believe either (TK) or (VTT) have the highest odds of being taken over this year and they are probably the 2 best picks there.

      However, (CZX) has (TECK) as a key investor so they could get acquired this year as well.

      (CNX) is still trying to prove out their thesis but (HBM) is their clear suitor.

      (FWZ) has had a strong move recently due to their updated resource, but I’m not sure that they are as close to a takeover.

      I threw in (HER) because they are one of the few companies actually going into large scale Zinc / Copper mining this year.

      If you want a producing company then (TV) or (PSE) are the ways to go.

      Some people like Explorers, some like Developers, and some like Producers to it all depends on your preference.

      Personally I like having a small basket with some in each sub-sector rather than betting the farm on just 1 name. Mining is too risky and there are too many challenges to risk everything on 1 company.

      If there was a gun to my head and I could only pick one Zinc story in 2018 it would be TK.

        Jan 31, 2018 31:21 PM

        If you consider VTT then I’d recommend looking after May, as that is when their warrants are free trading, so there may be some weakness there that can be exploited.

          Jan 31, 2018 31:34 PM

          Ascendant Resources also just went into production and looks quite prospective.

          Also for the exploration/development side Foran Mining, Karmin Exploration, Heatherdale Resources, and Solitario Exploration are other good names to explore further.