Archive for 'Research'

Silver Lining: Our Top 3 Companies at the Silver Summit

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Rightfully, many investors in the junior sector look at stock recommendations from analysts or experts with a great degree of skepticism. The junior sector is small and there are always potential conflicts of interest evident in these types of recommendations. For example, sell-side analysts may cover a company for which their firm also provides investment banking services. Alternatively, analysts may also be promoting only the stocks in which they own a position.

I have always been similarly skeptical when reading analyst ...

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Five Gold Exploration Companies That Score High in Colombia

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Five Gold Exploration Companies That Score High in Colombia

The year has been a disappointing one for the BRICs, with China being the only country to bring significant GDP growth to the table. However, with a 4.2% GDP growth estimate for 2013 and low inflation, Colombia has still been flying under the radar as a growth story. Led by a wave of foreign investment focused on mining and oil, Latin America’s fifth largest economy has been well on its way to reaching its economic potential.

Colombia is now home to 12 ...

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Buyer Beware: How to Identify Companies That Waste Shareholder Dollars

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In the current squeeze on the junior sector, much has been said about the challenges in raising money and the impact of lower precious metals prices on the cash costs and feasibility of future projects. However, in these tough markets, another metric that investors should pay close attention to is the General and Administration (G&A) expense ratio.

With capital more scarce than ever, the G&A expense ratio shows how prudent a given management team is in advancing their projects. Management may ...

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Head-to-Head Analysis of 11 Junior Silver Producers in Mexico

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Earlier this week, we published a head-to-head comparison of the six junior and mid-tier gold producers in Mexico. However, today’s look at primary silver producers is perhaps even more interesting.

Silver’s added volatility means that silver miners have felt the pinch even more than their gold producer brethren. In 2013 alone, the price of silver has had an amazing range between $18 and $32. This means production costs, economics, discipline, and flexibility are key.

We have conducted a thorough analysis of the junior ...

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Head-to-Head Analysis of Six Mexico Gold Producers

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After conducting a thorough analysis of all junior and mid-tier gold producers in Mexico, we have come to the conclusion that there are a handful of opportunities to be found in the jurisdiction that have high potential to return value to shareholders.

For this analysis, we used Tickerscores, our independent, empirical, and universal scoring system for precious metals stocks.  Full analysis methodology can be seen at the bottom of this page or using this link.

Score Distribution for Mexico Gold Juniors ...

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