/biz/ - Business & Finance

>>21176347
right now i hodl AUMN, SILJ, & CPNFF. i’ll check out SBI though thanks for the tip anon

>>21176347
Are you sure aisc is under 1000?
In which shithole country do they operate?
For me its dundee, wesdome and superior gold

>>21176448
Personally I prefer producers to pure exploration plays. I like that they are printing money now.
Serabi Balance sheet is good too btw. Only $2M in debt and an outstanding payment of like $10M for their new mine, which they are making in FCF per quarter at current gold prices.

https://www.youtube.com/watch?v=zidepQVcrwg&feature=emb_title

>>21176843
AISC is like $1100 right now, but will drop significantly with their new mine. Both mines are underground operations at like 8g/t. It's in Brazil, so of course not as good as the US or something, but much better than like Colombia or Africa.

>>21176843
What's the production and mkt cap for those companies?

>>21176347

I was heavily invested in Fiore Gold, Aurcana, GPL, and Hecla since 2018, everything is up 300% per average.

Now, I'm switching to Gold Resource Corporation (GORO), it's a dividend play, no debt, great ores, one of the only undervalued companies in the sector. This company is going to be 10x, but it needs 2 more quarters to prove itself to other investors.

Auy is best gold miner bhenchod

>>21176347

I was checking on Serabi, seems legit. However, DEGIRO doesn't allow me to buy it. What platform do you use for the purchase?

t. Czechia

>>21177137
Why GORO tho? I like the monthly div, but yield is less than 1%. And production is what, 60k gold oz eq for next year? at $311M mkt cap, that's shit leverage. Serabi will become much bigger, at a quarter of the price.
Fiore is actually on my shortlist. $144,6M fully diluted mkt cap looking to increase production to 100k oz soon. Not bad, but still more expensive and with low life of mine length. But they do have their 2M oz resource project too.

>>21177238
I couldn't buy on Saxo Bank either which I used before, switched to Nordnet (I think primarily for Scandis) where I could buy on the Toronto stock exchange. Pretty sure you can buy on Interactive brokers if you want a large international platform.

Enduro metals and prospect gold

>>21176347

One word. Tinka Resources. Said this in a previous thread. Stock is exactly the same price as it was in February, and yet:

1) Some of the best zinc deposits in the world, just as zinc is at a 7-month high;

2) 60 million ounces of silver in the ground;

3) Potential for an open-pit silver mine;

4) No debt, and 20 million in cash;

5) Located in a safe mining district, central Peru;

6) Has a competent management-team.

All it needs is the slightest bit of exposure to double or triple within a week. We saw this in the case of Gold Terra and Blind Creek Resources. The junior mining sector is so unknown to the general public that all you have to do is invest in these obviously valuable stocks before the herd rushes in, and remain patient.

I recently put 10% of my net-worth into this stock, and expect to double my money within a very short period of time. Possibly next week.

>>21176347

Two words. Tinka Resources. Said this in a previous thread. Stock-price is exactly the same as it was in February, and yet:

1) Some of the best zinc deposits in the world, just as zinc is at a 7-month high;

2) 60 million ounces of silver in the ground;

3) Potential for an open-pit silver mine;

4) No debt, and 20 million in cash;

5) Located in a safe mining district, central Peru;

6) Has a competent management-team;

7) Strong exploration potential to find more silver;

8) Drilling begins this month.

All it needs is the slightest bit of exposure to double or triple within a week. We saw this in the case of Gold Terra and Blind Creek Resources. The junior mining sector is so unknown to the general public that all you have to do is invest in these obviously valuable stocks before the herd rushes in, and remain patient.

I recently put 10% of my net-worth into this stock, and expect to double my money within a very short period of time. Possibly next week. There is still time to get in now, right at the bottom, if you buy on Monday.

>>21177230
1M gold eq production for $6,2B in mkt cap. That's like 6x the valuation of Serabi and they even have the same AISC. The big miners are ridiculously overpriced compared to some of the smaller ones. Newmont is like $50B for 6M oz produced lel.

>>21176347
Based ID “add”

I will be adding this. Thank u anon.

premier gold, they recently announced a splitup of their holdings, meaning: free stocks

>>21176347
At some point before October acrl is going to get its cto lifted. So far it’s had she’ll risk removed and ta verified in the past 30 days. You guys thought liquidation of zues capital was good? There were some big banks shorting acrl in the trips. It’s now at a penny. When cto gets lifted they are going to lose hundreds of millions

>>21177563
7B lbs zinc in the ground for $58M mkt cap does seem good, but don't like the base metals as much as gold and silver. It's primarily a zinc play.

>>21177602
>>21177895

Deleted my post to add some information, sorry.

Again, consider the fact that they have 60 million ounces of silver, and the stock hasn't moved since Feb. Silver is nearly double what it was in Feb. The rise in silver to $29 hasn't even been priced in, to say nothing of zinc. The only reason why this stock hasn't moved is lack of PR. It's the most obvious way to make money in the world right now.

>>21176347
FVL need I have to say more ?

>>21178039
60M oz silver is like 1M oz gold eq. There's lots of companies valued at $10/oz gold resource, so that is only $10M worth of silver in the ground. Compared to $58M mkt cap on a non-diluted basis. I'm bullish on gold and silver for a number of reasons, don't know anything about zinc.

>>21178185

Remember what Eric Sprott said in his podcast on Friday. See the future. If the manipulation of silver ends, the GSR goes back to 1:15. Hence 1 billion ounces in DSV (for example) = 72 million ounces of gold.

Eric Sprott also says that, when gold is trading at $1,800 an ounce, a rough market-cap for companies with ounces in the ground would be $150/ounce Au. So I think that you underestimate gold in the ground far too much.

>>21178070
Isn't that a bit late to the party putting money in now. What's the story here?

>>21178492
If you want silver exposure, there are other better plays imo. $150/ounce resource is probably fair, I'm bullish too, but right now you can get them at like $10/ounce in the ground at for example Seabridge.

>>21178657

Most of the best silver plays are already pumped. Impact, DSV, Callinex, etc. Every silver stock is vastly undervalued, and should be bought, but Tinka, like some other excellent silver stocks (Bayhorse, Fireweed Zinc, CCW) hasn't even moved yet. It's the closest thing you can find to a sure thing. That's why I have gone all in. I agree that Seabridge is undervalued.

>>21178185
>don't know anything about zinc.
https://www.youtube.com/watch?v=U1iCZpFMYd0

>>21178915
Thanks, just bought 100k zinc futures.

>>21178816
Companies with a large focus on silver are indeed very expensive. Poor value compared to gold imo, but I guess if you expect the ratio to go to 15 it's aight.

>>21179085

I believe that even the silver stocks which have pumped are cheap. Anybody who buys any silver stock is going to make a fortune. I would still buy more DSV even tomorrow. It's simply that some silver stocks are ridiculously ridiculously cheap, as opposed to simply ridiculously cheap.

>>21176843
Though from top of my head.
Think dundee is 300k oz at 700 aisc with 1.5 billion. Eastern europe so lot better than apefrica.

Wesdome is less with higher mcap. But most is because they struck high grade gold in one of their own mines. Canada.

Superior is 60 million mcap 80k oz gold but they've made an agreement to seel 45k this year at 1600 or so so stock holders mad and sold of. Also AiSC is high at 1400.

>>21179219
Superior is very interesting, thanks. They have had some serious cost issues, highest AISC I've come across so far. But price per ounce produced is very attractive, if you believe gold stays above $2k like I do.