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.
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.
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.