Below you will find a list of some of the companies that have piqued my interest and I am currently doing due diligence on, some of which I have already initiated a starter position in. Keep in mind that I constantly look for more companies, so this list is by no means complete, but rather a snapshot.

Sooner rather than later I will be compiling a document of my personal favorites, that will be available for purchase and download. I hope to have this document complete before Christmas.

New companies under review (listed in no particular order)

  • Trek Mining (Equinox Gold)
  • Fortuna Silver
  • Alio Gold
  • McEwen Mining
  • Lumina Gold
  • Nighthawk Gold
  • Savary Gold
  • Wesdome Gold Mines
  • Liberty Gold
  • Silver Bull Resources
  • Barsele Minerals
  • Azimut Exploration
  • Anonymous company (a very illiquid exploration company)

 

I still believe that many of the juniors miners are severely undervalued and that even though the metals can head lower from here, I don’t see that big of a downside in the precious metals miners, since I believe they are already pricing in metal prices below the current levels. I am also focusing on companies with top quality management given that I consider there to be a very low management premium (if at all) overall in the sector ATM.

Best value propositions in my opinion (descending order):

  1. Gold miners
  2. Silver miners
  3. Silver
  4. Gold

Additionally, I have really started to look closer on some of the multi-asset companies because I think that quite a few of them are trading at levels that barely reflect their flagship projects, and thus you get their peripheral properties for free more or less.

 

Best regards,

The Hedgeless Horseman

Follow me on twitter: https://twitter.com/Comm_Invest

Follow me on CEO.ca: https://ceo.ca/@hhorseman

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[Disclaimer: This should not be considered a buy or sell recommendation. The thoughts and data provided in this article are my own and may prove to be incorrect. This is a highly risky junior stock.  I am long Novo Resources and am thus biased and it’s important to DYODD!]

 

 

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