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speedybure (< 20)

September 2011



Looking For Colossal Returns: Colossus Minerals

September 04, 2011 – Comments (6) | RELATED TICKERS: COLUD , AUY , AEM

Colossus minerals is a name most have never heard of as it is in the precious metal mining industry where even the large producers are largely unknown by the average money manager and retail investor. Unlike other advanced stage mining companies (approx. 18 months from commercial production), Colossus possesses characteristics extremely unique relative to the rest of the complex. It has shown to have at least one extremely high grade gold deposit, bi-products of platinum and palladium (opposed to the usual silver, zinc, lead, copper, etc.) located in Brazil, which I consider to be one of the most mining friendly countries in the world. Serra Pelada was host to one of the largest precious metal rushes in Latin American history.  [more]



Add This Core Position – Deep Value In Silver Mining

September 01, 2011 – Comments (85) | RELATED TICKERS: SVMLF , AG , SLW

Silvercorp – Silvercorp has and continued to remain one of my core holdings to hold throughout the cycle and it is currently priced to perfection. It has been a serial outperformer, making it hard to recommend despite my conviction in this company, patience has finally paid off, at least for those who have yet to gain exposure to Silvercorp (if it fits ones investment profile). While Silvercorp continues to fire on all cyclinder it has suffered from “the baby being thrown out with the bathwater”,  falling prey to a weak equity market augmented by  the Sino-Forest Debacle (which caused some investors to avoid Chinese stocks), knocking the price down below $8 just days ago. Silvercorp has been able to take advantage of this via repurchasing 10m shares in the open market at what views as bargain basement prices. As of the second week of July, Silvercorp has completed just over 20% of this buyback with more likely to have already taken place in the $8’s. This will allow Silvercorp to re-issue these shares when they start to trade closer to fair value, a strong sign in the mining industry (rare to see this unlike mainstream US stocks who do it for the press release).  [more]

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